ERP Systems for Healthcare Supply Chain Teams Training Course

Course overview

Healthcare supply chain teams work with products that cannot simply be treated as standard inventory. Implantable devices, pharmaceuticals, sterile supplies, laboratory reagents and cold-chain items require accurate lot, serial, expiry, location and usage records. When ERP master data is incomplete, replenishment parameters are poorly set or purchasing and clinical consumption are not connected, the consequences include stockouts, excess expiry risk, unplanned substitutions, invoice mismatches and weakened recall readiness. This course addresses the operational gap between ERP capability and the controls healthcare supply chains need every day.

Participants examine how healthcare supply chain processes are designed and governed in enterprise resource planning environments, from item master creation and supplier records through procure-to-pay, inventory control, demand planning and recall traceability. They practise defining healthcare-specific item attributes, setting min/max and reorder-point policies, using lot and serial tracking, interpreting inventory and procurement reports, resolving three-way-match exceptions, and building dashboard measures for service level, expiry exposure, fill rate and purchase-price variance. The course uses examples applicable to SAP S/4HANA and Oracle Fusion Cloud SCM while focusing on transferable process and data-control methods.

Instructor-led demonstrations are combined with guided configuration scenarios, data-analysis exercises and a five-day hospital supply chain case. Teams work from a realistic dataset covering pharmacy, operating theatre and central stores transactions, identify control failures, and redesign key ERP workflows. Each participant leaves with a Healthcare ERP Supply Chain Improvement Pack: an item-master governance checklist, replenishment policy, traceability test script, KPI dashboard specification and 90-day implementation action plan.

The course is designed for experienced healthcare supply chain, procurement, inventory, pharmacy logistics and ERP professionals who need to improve the reliability, visibility and auditability of supply operations rather than merely learn system navigation.

Course objectives

By the end of this course, participants will be able to:

• Configure healthcare item-master attributes for UDI, lot, serial, expiry, temperature and clinical category control
• Map procure-to-pay workflows and define approval, receipt and three-way-match exception controls
• Calculate safety stock, reorder points and min/max levels using demand, lead-time and service-level data
• Design lot, serial and expiry traceability procedures for recalls, quarantines and product withdrawals
• Analyse inventory ageing, stockout, fill-rate and purchase-price-variance reports to identify corrective actions
• Create a healthcare supply chain KPI dashboard specification using ERP transaction and master-data fields
• Diagnose master-data, replenishment and transaction defects through structured root-cause analysis
• Produce a 90-day ERP supply chain improvement plan with owners, controls, milestones and measures

Benefits of attending

Target competencies

Who should attend

• Healthcare Supply Chain Managers — who need to improve availability, traceability and inventory performance across clinical services
• Hospital Procurement Managers — who manage supplier, contract and purchase-order controls in ERP workflows
• Inventory Control Managers — who set replenishment parameters and investigate stock discrepancies or expiry exposure
• Pharmacy Supply Chain Leads — who require reliable lot, expiry and recall records for medicines and controlled supplies
• ERP Functional Analysts — who translate clinical supply requirements into master data, workflows and reporting
• Operating Theatre Materials Managers — who need accurate implant, consignment and procedure-level consumption visibility

Requirements and prerequisites

Participants should have practical experience in a healthcare supply chain, procurement, pharmacy logistics, inventory control or ERP support role. They should understand purchase orders, goods receipts, inventory movements, supplier records, stock counts and basic spreadsheet analysis. Familiarity with SAP S/4HANA, Oracle Fusion Cloud SCM, Microsoft Dynamics 365 or another ERP platform is useful, but prior configuration experience is not required. Participants do not need programming, database administration, advanced statistics or clinical qualifications. The course assumes that attendees can interpret operational reports and are prepared to work with healthcare product, transaction and inventory scenarios.

Training methodology

The course uses short instructor-led briefings followed by structured work in healthcare ERP scenarios. Participants inspect item-master records, purchase orders, receipts, inventory transactions and exception reports drawn from a hospital case covering pharmacy, theatres and central stores. Small groups configure policy decisions on worksheets, calculate replenishment settings, test a mock recall and define dashboard measures. Facilitated reviews compare operational, finance and clinical perspectives. On the final day, each participant converts the case learning into a workplace improvement plan with named data owners, controls, milestones and success measures.

Course outline

Day 1: Healthcare ERP foundations and master-data governance

• Healthcare supply chain process architecture from supplier to point of use
• ERP organisational structures for hospitals, sites, stores and cost centres
• Item-master governance for drugs, devices, implants and consumables
• GS1 GTIN, UDI and Global Location Number data relationships
• Lot, serial, batch, expiry and temperature attribute design
• Supplier-master, manufacturer-master and contract-record controls
• Data-quality profiling and stewardship ownership matrices

Workshop: Participants audit a flawed hospital item-master extract and produce a prioritised data-cleansing and ownership plan.

Day 2: Procure-to-pay and clinical supply replenishment

• Purchase requisition, purchase order and approval workflow design
• Contract pricing, catalogue controls and non-catalogue buying exceptions
• Goods receipt, put-away and inventory movement transaction discipline
• Three-way matching of purchase order, receipt and supplier invoice
• Consignment inventory and implant replenishment process controls
• Min/max, reorder-point and safety-stock parameter calculations
• Supplier lead-time, fill-rate and backorder performance analysis

Workshop: Using demand and supplier data, participants set replenishment parameters and resolve a set of purchase-to-pay exceptions.

Day 3: Inventory visibility, traceability and compliance

• Perpetual inventory accuracy and cycle-count programme design
• FEFO allocation logic for expiry-sensitive healthcare products
• Lot and serial traceability across receipt, storage, issue and return
• Recall, quarantine and product-withdrawal transaction workflows
• Cold-chain inventory controls and temperature excursion documentation
• Theatre and procedure-level consumption capture for implants
• Inventory ageing, obsolete stock and expiry-risk reporting

Workshop: Teams conduct a simulated device recall in the case system and produce a traceability report, quarantine plan and communication log.

Day 4: ERP analytics and performance control

• Healthcare supply chain KPI hierarchy and metric definitions
• ERP report design for stockouts, service levels and inventory turns
• Purchase-price variance and contract-compliance analysis
• Demand variability and forecast-bias interpretation
• Root-cause analysis using transaction history and exception queues
• Power BI data-model concepts for ERP inventory dashboards
• Control-tower escalation thresholds and management review routines

Workshop: Participants define a Power BI dashboard specification and use case data to identify the root causes of poor fill rate and excess stock.

Day 5: ERP improvement design and implementation planning

• Current-state to future-state process mapping for healthcare supply
• ERP configuration versus policy versus training issue classification
• Role-based access and segregation-of-duties considerations
• User acceptance testing for supply chain workflow changes
• Master-data migration validation and cutover controls
• Change management for buyers, storekeepers, pharmacy and clinical users
• Ninety-day roadmap design with benefits measures and governance

Workshop: Participants assemble and present their Healthcare ERP Supply Chain Improvement Pack, including controls, KPIs, test scripts and a 90-day action plan.

Tools & standards covered

SAP S/4HANA, Oracle Fusion Cloud SCM, Microsoft Power BI, GS1 Standards

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions