Switching Career to ERP Consulting

We receive numerous queries relating to training on various topics. Many of the questions received by us relate to the choice of track for a person seeking a career in ERP Consulting. Typical questions are – ·         Should one work towards becoming a Functional Apps Consultant or a Technical Apps Consultant? This seems to be a very common confusion for those who decide to switch their career into becoming an Oracle Apps Consultant. It becomes important to find an answer to this question especially if you are about to commit huge amount of money into an Oracle Applications Training Course. Finding the right answer to this question is very important, as it can possibly change the course of your life.   While there is no right advice, as the ultimate success of your decision depends on quality of training, your interest and understanding of the subject and most important of all - your attitude. Remember we can help you understand the subject and clear your doubts but ultimately you will be facing the interview by yourself. So your understanding of the subject has to be absolute.   Understanding the Roles You have probably heard of terms like Functional consultant, Technical Consultant, Techno-Functional etc. Those not familiar with these terms need to understand their meaning. So here are some guidelines to help you, that will hold true in most cases:-   Functional Role 1. You can work towards becoming a Functional Consultant if :- a)     You are from an Accounting Background b)     You were a Super User for Financials/HRMS Manufacturing Modules for many years. You may even consider taking up a Support Analyst role. c)      You have never written a "Hello World" program, regardless of the programming language. d)     You are a MBA from a non-technical background e)     You don't mind spending most part of your day in meetings & writing documents. f)       You understand the overall ERP system very well, and how it all hangs together knowing the dependencies between various modules. 2. You must work towards becoming a Technical Consultant if:- a)     You are from a technical background, regardless of the stream i.e. Electrics/Comps etc. Even a Civil Engineer can make into a good Oracle Apps Technical Consultant. b)     You want to be a technical Oracle Apps consultant but you fear whether you can succeed. Remember, fear is important, as it gets the best out of you. c)      You find writing lengthy documents very boring. d)     You like to get a feeling of having achieved something each day. e)     You do not have much patience, then surely you must not be a functional person. Some of the end users can really test your patience to limits. f)       You don't mind taking difficult challenges at times. g)     You can't be bothered to know how say Order Management links with General Ledger. Pros of choosing a Functional path Legislations and business rules do not change as often as does the technology changes. Hence your knowledge can be carried forward from one version of Application to another. No knowledge of technology is required although it is helpful if you know some basic technology programming like sql and architecture concepts Most of the work is done onsite which requires discussion with users Number of functional consultants required in any job is less than the number of the technical consultants required Boring at times, because too much time gets wasted in meetings. Will require frequent travel or long duration onsite visits Cons of choosing a Functional path Technical Role Pros of choosing a Technical path a)     For each Functional person, there are at an average 3 to 5 technical consultants. Hence more job opportunities for Technical Oracle Applications Role. b)     If you are an immigrant, then you face lesser comptetion from local workforce in western countries. For example, in USA/UK I have noticed more locals doing functional job than those doing technical job. c)      Many technical people switch to functional roles latter in their career. d)     Not much emphasis on educational background. This holds very true in non-Tier1 technology companies, where you will be recruited (provided you have some experience) purely on the basis of your technical skills & technical knowledge. Cons of choosing a Technical path a)     You have to keep up with ever changing technology and toolsets. For example tools like Oracle Forms may be totally redundant after 5Years from now. b)     More and more work in Oracle Apps is moving to Functional domain. To give an example, prior to introduction of self service personalizations, a developer was required for any single change to the layout of the screen. However now, a functional or even a business super user can be trained within half a day to do Self Service Personalizations. Switching between Roles Moving from functional background to ERP  Advantages Knowledge of functional processes helps to understand the functional aspects of the ERP modules People with deep expertise in Financials, Supply Chain and HR can easily do so.  Disadvantages Inspite of having experience, you would be at an initial disadvantage Your take home pay may take a hit You may have to report to a junior person in a project or in the organization Moving from technical to functional role Lot of technical people have moved from technical role to a functional role. However, this may not work for everyone. For those wanting to move from technical to functional there are several options Get trained on Oracle Apps Technical and leverage your technical experience to move into a Oracle Apps technical role and after familiarizing yourself with the new role, look at options to move into Oracle Apps functional role Get trained on Oracle Apps Functional role and then try and move into a functional role directly But good future certainly will be for those that know both Functional & Technical. A techie with functional knowledge and business understanding will always excel. Remember...A tech consultant is never just a programmer....a tech consultant is the one that can co-relate each line of code that he/she designs/writes with the business requirement for which development is being done.

Entry level oracle apps programmers have below responsibilities:-

1. Developing simple reports using D2k report writer
2. Developing simple forms using D2k
3. Developing views that can be used for example in discoverer reports
4. Developing code for custom.pll to provide zoom etc(now done using forms personalizations)
5. Registering concurrent programs, menus, form functions etc
6. Simple forms/self service personalizations

Advanced level oracle apps programmers have below responsibilities:-

1. Leading teams and providing solution approach
2. Developing interfaces,  scripts/programs for data migration into Oracle Apps
3. Designing and building custom extensions and customizations with series of screens possibly with tight integration with other Oracle Apps screens/interfaces/API
4. Developing and customizing oracle workflows. Modifying account generator workflows.
5. Developing self-service extensions to OA Framework using jDeveloper.
6. Troubleshooting critical issues

Choice of Modules

Financial Track

The most commonly implemented modules in the Financial track are Payables (AP), Receivables (AR), Sub-Ledger Accounting (SLA) and General Ledger (GL). Two other popular modules are Fixed Assets(FA) and Cash Management(CA). So we suggest that you MUST do training on AP, AR, SLA, GL and then consider doing training on FA and CM as per your requirement.

SCM Track

The commonly implemented modules here are Puchasing (PO), Inventory (INV), Order Management (OM) and Advanced Pricing (AP).  So it is suggested that you undergo training in these modules if you want to pursue a career in SCM

HCM Track

The commonly implemented modules are Human Resources (HR), Payroll (PAY), Self-Service Human Resources (SSHR).

 

It is generally suggested that you decide on a track based on your experience, choice and future plans. Do not do individual modules unless you have a specific need in your work or your company is sponsoring the training.

Excel Basics Explained

Microsoft Excel is used virtually everywhere—from offices to schools to personal projects—so learning the basics can be incredibly helpful. In this quick tutorial, you’ll discover how to perform essential Excel tasks efficiently. We’ll cover how to move around, select data, enter information, and more.

💡 Note: We mostly use the keyboard shortcuts instead of using the mouse. Why?

a) It's much faster,
b) It’s easier than you think,
c) It makes you look like an Excel wizard. 🧙

Navigating & Selecting Data

• Move through the spreadsheet using the arrow keys: ↑ ↓ ← →

• Press Ctrl + Arrow Key (or ⌘ on Mac) to jump to the last non-empty cell in a row or column—perfect for large data sets.

• Hold Shift + Arrow Key to select one cell at a time.

• Combine Ctrl + Shift + Arrow Key to quickly select entire rows, columns, or tables. This is great for bulk actions.

Entering Data

• Just start typing to enter data in a cell.

• Press Enter to move down to the next cell, or Tab to move right.
  For example: Enter → Enter → Enter, then Tab → Tab → Tab.

• Mix Enter and Tab for rapid data entry.
  Example: Tab → Tab → Enter → Tab → Tab → Enter.
  (Notice how pressing Enter at the end of a row brings you back to the start of the next one.)

• To repeat values, use your mouse:

  • Select the cells

  • Hover over the bottom-right corner (the fill handle)

  • Drag downward to copy

• To delete data, simply press the Delete key. You can remove one or multiple cells at once.

Working with Formulas

• To create a formula, type =, select a cell using the arrow keys, type your operation (e.g., +), select another cell, and hit Enter.
  Example: =(B3*5)/C3 for basic calculations.

• Want to apply the same formula to multiple rows? Just drag the fill handle down—Excel will automatically adjust the references.

• To edit a cell’s content:

  • Double-click the cell to modify its contents (this also highlights the cells used in formulas).

  • Or, just select the cell and start typing to overwrite it entirely.

✅ Quick Recap

• Move around: ↑ ↓ ← →

• Move faster: Ctrl + Arrow (or ⌘ on Mac)

• Select cells: Shift + Arrow

• Select multiple fast: Ctrl + Shift + Arrow

• Enter data: Just type → use Enter & Tab to navigate

• Repeat data: Drag using the fill handle

• Delete: Press Delete

• Formulas: Type = → select cells → use math symbols → press Enter

• Edit cells: Double-click or type directly

And that’s it! 🎉

You now know more about Excel than the average user—congrats! Keep practicing, and soon these shortcuts will become second nature.

Palium Skills offers Excel classes to individuals and corporates in India. The course covers hands-on practice session on Excel topics like Pivot Table, Vlookup, XLookup, Match, Conditional If and AI features.