Mixed Deck — All ERP Topics Flashcards

Which term describes the process of moving data from legacy systems into a new ERP system?

Answer: Data migration

Data migration is the process of transferring existing data from old systems into the new ERP during implementation.

Which management approach involves giving employees authority to stop production when they detect a defect?

Answer: Jidoka (autonomation)

Jidoka, a lean manufacturing principle, empowers workers or machines to stop the production line immediately upon detecting abnormalities.

Which process in ERP allows a company to pre-qualify suppliers before they can receive purchase orders?

Answer: Vendor Certification

Vendor Certification is the pre-qualification process where suppliers are evaluated and approved before being added to the approved vendor list.

What role does an 'ERP steering committee' typically play in an implementation project?

Answer: Providing executive oversight, resolving cross-departmental conflicts, and approving major decisions

The steering committee is composed of senior leaders who provide strategic guidance, remove roadblocks, and ensure the project aligns with business goals.

In ERP supply chain management, what is 'safety stock' designed to protect against?

Answer: Unexpected demand spikes or supply delays

Safety stock is buffer inventory held to prevent stockouts caused by demand variability or supplier lead time uncertainty.

Which factor most commonly causes ERP training programs to fail?

Answer: Insufficient time allocated for training due to project schedule pressure

Schedule pressure often forces organizations to cut training time, leaving users unprepared and causing high error rates and low adoption after go-live.

Why is role-based training considered superior to generic ERP training for most organizations?

Answer: It focuses each user on only the tasks relevant to their job, improving relevance and retention

Role-based training eliminates irrelevant content, so users spend time learning only the screens and processes they will actually use in their jobs.

What is a 'competency assessment' in ERP training, and when is it typically used?

Answer: A structured evaluation confirming a user can perform required tasks before go-live access is granted

A competency assessment verifies that each user has achieved the minimum skill level required to perform their role in the ERP before they are given access to the live system.

In ERP financial processes, what is the function of 'period-end closing'?

Answer: Finalizing all financial transactions for a period to produce accurate financial statements

Period-end closing ensures all transactions are posted, accounts reconciled, and financial statements accurately reflect the period's activity.

Which document should accompany ERP user training to serve as a long-term reference after formal training ends?

Answer: Step-by-step job aids and quick reference guides

Job aids and quick reference guides give users concise instructions for key tasks they can consult long after formal training is complete.

What risk does token-based OAuth 2.0 authentication mitigate in ERP API integrations?

Answer: Passing static usernames and passwords in API calls that could be intercepted or reused

OAuth 2.0 tokens are short-lived and scoped, so even if intercepted they expire quickly and cannot be used to access the full system like a stolen password.

Which communication principle is most effective when managing ERP change?

Answer: Use repetitive, multi-channel messaging tailored to each audience

Repetitive, audience-specific messaging across multiple channels ensures all stakeholders receive and understand relevant ERP updates.

The implementation consultant's duty is to __________.

Answer: All of the above

An ERP implementation consultant plays a multifaceted role in ensuring a successful deployment. They are responsible for configuring the ERP system to align with the client's specific business processes, conducting a business process fit analysis to identify how the ERP aligns with existing operations, and performing gap analysis to determine where custom development or process changes are needed. These duties collectively ensure a successful ERP deployment.

Which ERP implementation phase focuses on validating that the configured system meets documented business requirements?

Answer: User Acceptance Testing (UAT)

UAT is performed by business users to confirm the configured ERP fulfills the agreed-upon functional requirements before production cutover.

Which ERP reporting approach allows managers to define their own report parameters without IT assistance?

Answer: Self-service or ad hoc reporting

Self-service reporting tools empower business users to build and filter reports independently, reducing the backlog for IT departments.

What is the primary benefit of integrating vendor management with an ERP's financial module?

Answer: It provides real-time visibility into accounts payable, accruals, and vendor liabilities

Integration between vendor management and financials enables real-time tracking of liabilities, cash flow forecasting, and accurate accrual postings without manual reconciliation.

The disruptive technology that enables objects to communicate their location without than needing to be located is known as _________.

Answer: Automatic identification and tracking

Automatic identification and tracking technologies, such as RFID or GPS, are disruptive because they enable objects to communicate their location or other attributes without requiring manual input. This capability allows for real-time tracking and inventory management, fundamentally changing how supply chains and logistics operate. It provides unprecedented visibility and efficiency.

In ERP management, what does 'total cost of ownership' (TCO) include beyond the initial software license?

Answer: Implementation, training, customization, maintenance, and upgrade costs over the system's lifetime

TCO encompasses all costs over the ERP system's life, including hidden costs like ongoing customization, upgrades, and internal staff time.

In Microsoft Dynamics 365, what mechanism controls which entities and fields a user security role can read, write, or delete?

Answer: Privileges and access levels on security roles

Dynamics 365 security roles combine entity-level privileges with access level scopes (user, business unit, organization) to govern data access.

Which professional attribute is most valued in data migration within the ERP field?

Answer: Accountability and commitment to standards

Accountability and commitment to professional standards build trust and ensure consistent, high-quality practice.