# ERP Domain Knowledge

> Understand ERP systems covering Finance, HR, Supply Chain, Manufacturing, and Procurement modules for enterprise implementations

- Skill: `danhvb/erp-domain-knowledge` (Agent Skill)
- Install (CLI): `npx skillmds@latest add danhvb/erp-domain-knowledge`
- Raw SKILL.md: https://api.skillmd.com/api/skills/danhvb/erp-domain-knowledge/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: danhvb (https://skillmd.com/u/danhvb)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/danhvb/erp-domain-knowledge

---


# ERP Domain Knowledge Skill

## Purpose
Provide comprehensive ERP domain knowledge for analyzing requirements in enterprise resource planning systems across core business functions.

## ERP Core Modules

### 1. Finance & Accounting

**General Ledger (GL)**:
- Chart of Accounts (COA) structure
- Journal entries and posting
- Period close and year-end close
- Financial reporting (P&L, Balance Sheet, Cash Flow)
- Multi-company and consolidation
- Inter-company transactions

**Accounts Payable (AP)**:
- Vendor master data
- Invoice processing
- 3-way matching (PO, Receipt, Invoice)
- Payment processing (check, EFT, wire)
- Vendor aging reports
- 1099 reporting (US)

**Accounts Receivable (AR)**:
- Customer master data
- Invoice generation
- Credit management
- Payment application
- Collections management
- Customer aging reports

**Fixed Assets**:
- Asset acquisition and capitalization
- Depreciation calculation (straight-line, declining balance)
- Asset transfers and disposals
- Asset reporting

**Key Metrics**: Days Payable Outstanding (DPO), Days Sales Outstanding (DSO), Cash Conversion Cycle

### 2. Human Resources (HR)

**Core HR**:
- Employee master data
- Organizational structure
- Position management
- Employee lifecycle (hire, transfer, terminate)
- Compliance and reporting

**Payroll**:
- Pay calculation
- Tax withholding
- Deductions (benefits, garnishments)
- Paycheck/direct deposit
- Tax reporting (W-2, 1099)

**Time & Attendance**:
- Time entry and tracking
- Overtime calculation
- Leave management (PTO, sick, FMLA)
- Shift scheduling

**Benefits Administration**:
- Benefit plans and enrollment
- Open enrollment
- Life events processing
- COBRA administration

**Recruitment**:
- Job requisitions
- Applicant tracking
- Interview scheduling
- Offer management
- Onboarding

**Key Metrics**: Turnover rate, Time-to-hire, Cost-per-hire, Absence rate

### 3. Supply Chain Management (SCM)

**Procurement**:
- Purchase requisitions
- Request for Quote (RFQ)
- Purchase orders
- Vendor selection and management
- Contract management
- Procurement analytics

**Inventory Management**:
- Inventory tracking (lot, serial, location)
- Stock counts and adjustments
- Inventory valuation (FIFO, LIFO, weighted average)
- Min/max and reorder points
- ABC analysis
- Multi-warehouse management

**Warehouse Management**:
- Receiving and put-away
- Picking and packing
- Shipping and delivery
- Bin/location management
- Wave planning

**Order Management**:
- Sales order entry
- Order promising (ATP)
- Order fulfillment
- Backorder management
- Returns and credits

**Key Metrics**: Inventory turnover, Order fill rate, Perfect order rate, Supplier lead time

### 4. Manufacturing

**Bill of Materials (BOM)**:
- Product structure
- Component quantities
- Phantom assemblies
- Engineering change management

**Work Orders**:
- Production scheduling
- Work order creation
- Shop floor control
- Material consumption
- Labor tracking
- Work order completion

**Routing**:
- Operations sequence
- Work centers
- Standard times
- Setup and run times

**Production Planning**:
- Master Production Schedule (MPS)
- Material Requirements Planning (MRP)
- Capacity planning
- Demand forecasting

**Quality Management**:
- Inspection plans
- Quality checks
- Non-conformance reporting
- Corrective actions

**Key Metrics**: OEE (Overall Equipment Effectiveness), Cycle time, Yield rate, Scrap rate

### 5. Project Management

**Project Accounting**:
- Project setup and budgeting
- Time and expense tracking
- Revenue recognition
- Project billing
- Work breakdown structure (WBS)

**Resource Management**:
- Resource allocation
- Utilization tracking
- Skill matching

**Key Metrics**: Project profitability, Utilization rate, Budget variance

## ERP Integration Points

### Common Integrations
- **Banking**: Payment files, bank reconciliation
- **E-commerce**: Orders, inventory sync
- **CRM**: Customer data, quotes, orders
- **EDI**: Trading partner transactions
- **Tax software**: Tax calculation, filing
- **BI/Analytics**: Reporting, dashboards
- **Payroll services**: ADP, Paychex

### Integration Patterns
- **Real-time API**: Order entry, inventory checks
- **Batch files**: Daily/weekly data sync
- **EDI/XML**: Standard formats (EDIFACT, X12)
- **iPaaS**: Integration platforms (MuleSoft, Boomi)

## ERP Business Processes

### Procure-to-Pay (P2P)
```
Requisition → Approval → PO → Receipt → Invoice → 3-Way Match → Payment
```

### Order-to-Cash (O2C)
```
Sales Order → Credit Check → Fulfillment → Shipping → Invoice → Collection
```

### Record-to-Report (R2R)
```
Transactions → Journal Entries → Period Close → Reconciliation → Reporting
```

### Hire-to-Retire (H2R)
```
Requisition → Recruitment → Hire → Onboard → Develop → Retire/Term
```

### Plan-to-Produce
```
Forecast → MRP → Production Schedule → Work Order → Production → Completion
```

## Multi-Company Considerations

- Separate legal entities
- Inter-company transactions
- Transfer pricing
- Consolidation reporting
- Chart of accounts mapping
- Multi-currency handling

## Compliance & Security

### Financial Compliance
- SOX (Sarbanes-Oxley) - US public companies
- GAAP/IFRS accounting standards
- Audit trails and documentation
- Segregation of duties

### Data Security
- Role-based access control
- Field-level security
- Data encryption
- Audit logging

### Industry Compliance
- HIPAA (healthcare)
- FDA (pharma, food)
- SOC 2 (service organizations)
- GDPR (data privacy)

## Questions for Stakeholders

### Scope
- Which modules are in scope?
- Multi-company requirements?
- Multi-currency requirements?
- Integration points?

### Processes
- What are current pain points?
- What processes need redesign?
- What approvals are required?
- What reports are critical?

### Data
- Data migration scope?
- Data quality issues?
- Historical data requirements?

### Compliance
- Regulatory requirements?
- Audit requirements?
- Security requirements?

## Popular ERP Systems

- **SAP S/4HANA**: Large enterprise, comprehensive
- **Oracle Cloud ERP**: Cloud-native, global
- **Microsoft Dynamics 365**: Mid-market, Microsoft ecosystem
- **NetSuite**: Cloud SMB/mid-market
- **Odoo**: Open-source, modular
- **Infor**: Industry-specific solutions

## References

- ERP Implementation Best Practices
- APICS/ASCM Body of Knowledge
- Industry-specific ERP guides