UK +44 (0)20 7234 0380
US +1 877 406 6078
US +1 877 406 6078
UAT Readiness ERP Training Course
Successful ERP implementations rely not only on technology, but on effective testing before the system goes live. We support organisations by preparing users involved in User Acceptance Testing with the knowledge and confidence to execute test scripts, identify issues, and validate key business processes within the ERP system.
800+
Global Projects
25
Training Consultants
150+
Languages
27
Years’ Experience
OUR OFFERING
Preparing Users for User Acceptance Testing (UAT)
User Acceptance Testing (UAT) is a critical stage in any ERP implementation, ensuring the system works as expected and supports real-world business processes before go-live. However, without the right preparation, testers may struggle to follow scripts, record results accurately, or identify issues effectively, potentially delaying the project and increasing risk.
One of five courses offered as part of our Internal Upskill Training offering, we offer an expert-led ERP UAT Readiness training course that prepares your team to participate confidently in the testing process. Our structured approach ensures delegates understand their role within UAT, how to execute test scenarios, and how to record outcomes clearly and consistently.
The course begins by introducing the purpose and structure of the UAT phase, helping testers understand how the testing schedule works and how their activities contribute to the success of the ERP implementation. Delegates learn how to access and interpret test scripts, carry out the required testing activities, and correctly log results or raise issues where system behaviour does not match expectations.
In addition to testing procedures, the course provides an introduction to navigating the ERP system, including accessing dashboards and workspaces, using navigation tools, working with pages and forms, filtering lists, and accessing system help. This ensures testers are comfortable using the system before executing their testing scripts.
The training courses have been specifically designed for either Microsoft Dynamics 365 or SAP S/4HANA implementations, covering a high-level overview of key business areas within each ERP solution and helping testers understand the broader processes they will be validating. The modules covered within each course are listed below.
Our ERP UAT Readiness course can be delivered either virtually or in person, supported by a light trainer pack and sample test scripts provided by the project team. Sessions are organised into modules so testers can attend the areas most relevant to them, allowing for a flexible and efficient learning experience.
By leveraging Optimum’s expertise, organisations can ensure their testing teams are fully prepared for UAT, helping to identify issues early, validate business processes, and support a smoother and more successful ERP go-live.
WHAT'S COVERED FOR D365?
Microsoft Dynamics 365 UAT Testing Course
Below is an overview of the D365 business areas covered within this flexible, modular course.
The GL module and how it links to other D365 modules.
Legal entities; Ledgers; Financial dimensions; Posting profiles and layers.
A quick tour of the core GL pages: Journal entry (manually), Journal entry ( using a template), Reversals, Revaluation, Month end, Tax (an overview ledger postings and tax codes).
Legal entities; Ledgers; Financial dimensions; Posting profiles and layers.
A quick tour of the core GL pages: Journal entry (manually), Journal entry ( using a template), Reversals, Revaluation, Month end, Tax (an overview ledger postings and tax codes).
The PL module and how it links to other D365 modules.
A quick tour of the core AP pages: Supplier/vendor form, Supplier groups, Invoice processing, Credit notes, Payment processing.
A quick tour of the core AP pages: Supplier/vendor form, Supplier groups, Invoice processing, Credit notes, Payment processing.
The SL module and how it links to other D365 modules.
A quick tour of the core AR pages: Customer form, Invoice processing (without a sales order), Invoice processing (with a sales order), Processing customer payments, Credit control, Cases and activities, Collection letters, Write-off.
A quick tour of the core AR pages: Customer form, Invoice processing (without a sales order), Invoice processing (with a sales order), Processing customer payments, Credit control, Cases and activities, Collection letters, Write-off.
An introduction to the Fixed asset module.
A quick tour of the core Fixed asset pages: Fixed assets list page and form, Creating a fixed asset, Fixed asset depreciation, Disposal of an asset, Fixed asset transactions.
A quick tour of the core Fixed asset pages: Fixed assets list page and form, Creating a fixed asset, Fixed asset depreciation, Disposal of an asset, Fixed asset transactions.
An introduction to the Cash and bank management module.
A quick tour of the core Cash and bank pages: Bank accounts, Manual bank reconciliation, Advanced bank reconciliation, Cashbook journal, Processing payments.
A quick tour of the core Cash and bank pages: Bank accounts, Manual bank reconciliation, Advanced bank reconciliation, Cashbook journal, Processing payments.
An introduction to Budgeting module.
A quick tour of the core Budgeting pages: Use of templates (overview), Budget register entries, Budget journals, Budget import (Excel add-in), Budget revision.
A quick tour of the core Budgeting pages: Use of templates (overview), Budget register entries, Budget journals, Budget import (Excel add-in), Budget revision.
An introduction to the Project management accounting (PMA) module. Including key terms (e.g. stages).
A quick tour of the core PMA pages: Creating a project / subproject, Project transactions, Project maintenance, Project budgets.
A quick tour of the core PMA pages: Creating a project / subproject, Project transactions, Project maintenance, Project budgets.
An introduction to the Procurement module.
A quick tour of the core Procurement pages: Supplier master record, Purchase requisition management, Purchase order management, Goods receipting, MRP for planned purchase orders.
A quick tour of the core Procurement pages: Supplier master record, Purchase requisition management, Purchase order management, Goods receipting, MRP for planned purchase orders.
An introduction to inventory and warehouse in D365.
A quick tour of the core Inventory and Warehouse management pages: Warehouse configuration (locations, zones, warehouses, etc.), Viewing on-hand stock, Transferring stock (stock journals), Stock counting, Using and managing handheld devices.
A quick tour of the core Inventory and Warehouse management pages: Warehouse configuration (locations, zones, warehouses, etc.), Viewing on-hand stock, Transferring stock (stock journals), Stock counting, Using and managing handheld devices.
An introduction to the Sales module.
A quick tour of the core Sales related pages: Customer master record, Product master record, Sales price management, Managing sales quotations, Managing sales orders, Customer returns, Credit memos.
A quick tour of the core Sales related pages: Customer master record, Product master record, Sales price management, Managing sales quotations, Managing sales orders, Customer returns, Credit memos.
An introduction to Product Management in D365.
A quick tour of the core Product Management pages: Product and product master record, Released products (and variants), BOMs and Routes, Viewing on-hand stock.
A quick tour of the core Product Management pages: Product and product master record, Released products (and variants), BOMs and Routes, Viewing on-hand stock.
An introduction to the Production module. Including key terms (e.g. process/works order, BOM).
A quick tour of the core Production pages: Viewing production orders, BOMs and Routes, Releasing production orders, Manufacturing terminal interface (understanding and managing), Goods receipting and completing production orders (including order settlement and close).
A quick tour of the core Production pages: Viewing production orders, BOMs and Routes, Releasing production orders, Manufacturing terminal interface (understanding and managing), Goods receipting and completing production orders (including order settlement and close).
An introduction to MRP and planning in D365.
A quick tour of the core Planning pages: Master Planning Workspace, Viewing planned orders, Viewing action alerts and changing planned orders, Converting and releasing planned orders.
A quick tour of the core Planning pages: Master Planning Workspace, Viewing planned orders, Viewing action alerts and changing planned orders, Converting and releasing planned orders.
“ERP is 90% about people, process, culture and politics and 10% about IT. Misunderstand that and you are heading for failure.”
ERP Experts Online Forum
WHAT'S COVERED FOR SAP?
SAP S/4HANA UAT Testing Course
Below is an overview of the SAP S/4HANA business areas covered within this flexible, modular course.
An introduction to core finance in S/4HANA.
A quick tour of the core finance transactions and functions, including: Accounting structure overview (Ledgers in S/4HANA, Chart of accounts, Financial structures (cost centre/profit centre and so on), Customers, Vendors, Materials and Plant / Sales organisation/Purchase organisation), Journal processing (Manual journals, Reverse documents, Recurring journals, Journal upload), Reporting (GL transactions, GL balance, Trial balance, Financial statements).
A quick tour of the core finance transactions and functions, including: Accounting structure overview (Ledgers in S/4HANA, Chart of accounts, Financial structures (cost centre/profit centre and so on), Customers, Vendors, Materials and Plant / Sales organisation/Purchase organisation), Journal processing (Manual journals, Reverse documents, Recurring journals, Journal upload), Reporting (GL transactions, GL balance, Trial balance, Financial statements).
An introduction to Accounts Payable functionality in S/4HANA.
A quick tour of the core AP transactions and functions: Business partners (supplier master data), Material master record and material groups, Purchasing info records and trade agreements, Invoice processing, Vendor clearing, AP reporting.
A quick tour of the core AP transactions and functions: Business partners (supplier master data), Material master record and material groups, Purchasing info records and trade agreements, Invoice processing, Vendor clearing, AP reporting.
An introduction to Accounts Receivable functionality in S/4HANA.
A quick tour of the core AP transactions and functions: Business partners (customer master data), Material master record and material groups, Processing customer payments, Debt management, AR reporting.
A quick tour of the core AP transactions and functions: Business partners (customer master data), Material master record and material groups, Processing customer payments, Debt management, AR reporting.
An introduction to Fixed assets in S/4HANA.
A quick tour of the core Fixed asset transactions and functionality: Fixed assets master records, Fixed asset acquisition, Fixed asset depreciation, Disposal of an asset, Fixed asset transactions (update location, transfer, revaluation).
A quick tour of the core Fixed asset transactions and functionality: Fixed assets master records, Fixed asset acquisition, Fixed asset depreciation, Disposal of an asset, Fixed asset transactions (update location, transfer, revaluation).
An introduction to Cash and bank management in S/4HANA.
A quick tour of the core Cash and bank transactions and functionality: Bank accounts records, Bank reconciliation (Automatic clearing, Managing uncleared transactions, Matching rules), Processing payments.
A quick tour of the core Cash and bank transactions and functionality: Bank accounts records, Bank reconciliation (Automatic clearing, Managing uncleared transactions, Matching rules), Processing payments.
An introduction to Project management in S/4HANA.
A quick tour of the core Project management transactions and functionality: Creating a project / subproject, Project transactions, Project maintenance, Project budgets.
A quick tour of the core Project management transactions and functionality: Creating a project / subproject, Project transactions, Project maintenance, Project budgets.
An introduction to Procurement in S/4HANA.
A quick tour of the core Procurement transactions and functionality: Vendor master record (Business partner), Purchase requisition management, Purchase order management, Goods receipting.
A quick tour of the core Procurement transactions and functionality: Vendor master record (Business partner), Purchase requisition management, Purchase order management, Goods receipting.
An introduction to inventory and warehouse in S/4HANA.
A quick tour of the core Inventory and Warehouse management transactions and functionality: Warehouse configuration (locations, zones, warehouses, etc.), Viewing on-hand stock, Transferring stock, Stock counting, Using and managing handheld devices.
A quick tour of the core Inventory and Warehouse management transactions and functionality: Warehouse configuration (locations, zones, warehouses, etc.), Viewing on-hand stock, Transferring stock, Stock counting, Using and managing handheld devices.
An introduction to Sales in S/4HANA.
A quick tour of the core Sales related transactions and functionality: Customer master record (Business partner), Material master record, Sales price management, Managing sales quotations, Managing sales orders, Customer returns, Credit memos.
A quick tour of the core Sales related transactions and functionality: Customer master record (Business partner), Material master record, Sales price management, Managing sales quotations, Managing sales orders, Customer returns, Credit memos.
An introduction to Material Management in S/4HANA.
A quick tour of the core Material Management transactions and functionality: Material master record, BOMs, Recipes, and Production Versions, Viewing on-hand stock.
A quick tour of the core Material Management transactions and functionality: Material master record, BOMs, Recipes, and Production Versions, Viewing on-hand stock.
An introduction to Production in S/4HANA.
A quick tour of the core Production transactions and functionality: Viewing production orders and process orders, BOMs, Recipes and Routes, Resources and Work Centers, Releasing production orders, Completing production orders (including RAF and TECO).
A quick tour of the core Production transactions and functionality: Viewing production orders and process orders, BOMs, Recipes and Routes, Resources and Work Centers, Releasing production orders, Completing production orders (including RAF and TECO).
An introduction to MRP and demand/production planning in S/4HANA.
A quick tour of the core Planning transactions and functionality: Areas of Responsibility, Demand planning (PIRs and demand plans), Running MRP including MRP Live, Viewing and scheduling planned production orders (including using the Advanced Scheduling Board), Viewing and amending planned purchase orders, Converting and releasing planned orders.
A quick tour of the core Planning transactions and functionality: Areas of Responsibility, Demand planning (PIRs and demand plans), Running MRP including MRP Live, Viewing and scheduling planned production orders (including using the Advanced Scheduling Board), Viewing and amending planned purchase orders, Converting and releasing planned orders.
Looking to upskill your super users ahead of UAT? Our experienced team is ready to support.Contact Us
GET IN TOUCH
We’re ready to upskill your internal team!
Our experienced team is ready to support you build internal training capability. Let’s add your name to our growing list of 800+ global brands.
