Overview
The one-day Foundation course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use key reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities, business alerts, process server and tips for the user to personalise shortcuts and checklists to streamline business practices.
This training may be available onsite; please contact us if you are interested.
Audience
Customers wanting to learn the basic features and elements required to effectively use each Microsoft Dynamics GP module. The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Foundation and gain basic general knowledge of the application functionality.
Course Outline
Chapter 1: Overview
This chapter introduces you to the Microsoft Dynamics GP Series. Microsoft Dynamics GP is comprised of modules or applications that work together for accounting and business purposes. These modules are arranged into solutions series with one module acting as the "core" where permanent records are stored. An integration overview is included in this chapter.
Main Topics
- Microsoft Dynamics GP Series
- Integration
After completing this chapter, students should be able to:
- Identify series in Microsoft Dynamics GP
- Understand basic integration flows in Microsoft Dynamics GP
Chapter 2: Basic Elements
This chapter introduces you to many of the basic elements in Microsoft Dynamics GP. Each part of the main window is discussed, and common window functions and objects are identified and explained.
Main Topics
- Toolbar
- Menu Bar
- Window Components
- Keyboard Equivalents
- Notes: Record-Level, Window-level, and OLE
- Help
- User Preferences
- Role-based Home Pages
- Setup Checklist
- Navigation Pane
Labs
- Advanced Lookups
- OLE Note
- User Preferences
- Using the Shortcut Bar
After completing this chapter, students should be able to:
- Navigate in Microsoft Dynamics GP using the keyboard and mouse
- Understand the layout of the Microsoft Dynamics GP desktop
- Customise the way information is retrieved in the application
- Set user preferences and use Notes to attach important information
- Access help topics using the online documentation
- Utilise the Navigation Pane shortcuts to maximize efficiency when using Microsoft Dynamics GP
Chapter 3: SmartList
This chapter explores SmartList, a great inquiry tool that can be used to access data. SmartList uses sets of predefined search criteria or "objects." The user may create an unlimited number of searches or "views" and save them as "Favorites" in the system. SmartList also allows you to access other Microsoft Dynamics GP windows related to the data contained in your search. Additionally, data collected using SmartList may be exported to Microsoft Word or Microsoft Excel for further analysis.
Main Topics
- Types of SmartList objects
- Creating SmartList Favorites
- Linking to related Microsoft Dynamics GP windows
- Exporting data to Microsoft Word or Microsoft Excel
Labs
After completing this chapter, students should be able to:
- Gain instant access to a large variety of information in your system using SmartList
- Create and save views of your data
- Export data to Microsoft Excel or Microsoft Word from SmartList
- Add Microsoft Dynamics GP windows, macros, or external applications to the Navigation Pane
- Create folders to manage large numbers of shortcuts
Chapter 4: Reports & Inquiry
This chapter examines how to print reports in Microsoft Dynamics GP. The purpose of this chapter is to define ways to create report options, print group reports for a specific series or to create combined group reports using data from multiple series. Named Printers functionality provides the ability to designate a printer for specific applications, such as a dedicated printer for payables checks. The Process Monitor displays processes that are occurring in the background on the local workstation or on the server. Since processes may involve several steps, use the Process Detail window to view the steps in detail.
Main Topics
- Report Options
- Report Groups
- Combined Groups
- Named Printers
- Process Monitor
Labs
- Setting up Report Options
After completing this chapter, students should be able to:
- Create and save report options
- Select a destination for reports
- Export reports in a variety of formats
- Organise reports into groups for easy access
- Assign applications to specific printers
- View background processes on their local workstation or at the server level
Chapter 5: Company Setup Procedures
In this chapter, we examine how to set up companies in Microsoft Dynamics GP and then define options specific to each company. The company setup windows are used to define company parameters such as company information, Internet information, fiscal periods, account format, credit cards, shipping methods, payment terms and custom links. We'll look at the company reports that are available to create a permanent record of the settings that were used when the company was set up.
Main Topics
- Switching Users and Company
- Company Information
- Global Features
- Internet Information
- Fiscal Periods
- Account Format
- Credit Cards
- Shipping Methods
- Payment Terms
- Custom Links
- Company Reports
Labs
- Account Format
- Set Up Fiscal Periods
- Specify Company Settings
- Set Up Shipping Methods
- Set Up Payment Terms
- Set Up Custom Links
After completing this chapter, students should be able to:
- Set up companies in Microsoft Dynamics GP
- Assign an account format for each company
- Specify company-wide settings, such as fiscal periods, shipping methods, credit cards, payment terms and Custom Links
Chapter 6: Posting Setup Procedures
In this chapter we examine the different ways to post transactions in Microsoft Dynamics GP. Options are available to customize how each series updates the General Ledger and include: post to or through General Ledger, post in detail or in summary or post based on the account settings. We look at setting up default posting accounts, audit trail codes and define destinations for printing posting journals.
Main Topics
- Transaction Posting Methods
- Posting Setup
- Posting Accounts Setup
- Source Documents
- Audit Trail Codes
- Batch Inquiry
Labs
After completing this chapter, students should be able to:
- Control the way General Ledger is updated by other modules
- Add additional batch data entry accuracy controls
- Control the level of detail entered in the General Ledger during the posting process
- Set up default posting accounts to be used by Microsoft Dynamics GP modules
Chapter 7: Taxes
This chapter examine how to set up tax details and tax schedules to calculate taxes for many types of transactions. We examine the bases upon which taxes are calculated, such as tax included with item price, percent of sale/purchase or percent of another tax detail. Next, we look at the qualifiers and enter the minimum and maximum taxable amounts for a specific detail.
Once the tax details have been defined, tax schedules are created to group the tax details together and then assign them to sales or purchase transactions. Tax Calculation Examples are provided for Receivables, Payables Management, Invoicing and Sales Order Processing transactions.
The training course outline shown above is a standardised version representing all
the dates shown and may vary from the course you attend. You will be sent the actual
course outline when you enquire about a specific date.