Master data at scale, and who owns it
For the tenant administrator. Level 3 — configure and own.
What this course is for — by the end of it you can keep customer, supplier, item and pricing master data right, under change control.
What is published so far — 4 series, 20 presentations, and they cover the course.
Before you start — you can configure companies and branches.
The series, in the order to take them
- Customers, suppliers and staff are one record — level 3, 5 of 5 presentations ready
- Set up your item master so every module reads it the same way — level 3, 5 of 5 presentations ready
- Where a price and its tax came from — level 3, 5 of 5 presentations ready
- The price book, and which price actually reaches the line — level 3, 5 of 5 presentations ready