Microsoft Dynamics GP Foundation

Course 8506: One day; Instructor-Led

Introduction

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 personalize shortcuts and checklists to streamline business practices.

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.

At Course Completion

After completing this course, students should be able to:

Prerequisites

Before attending this course, students must have:

Microsoft Certification exams

No Microsoft Certification exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Chapter 1: Overview

Course Outline

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

After completing this chapter, students should be able to:

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

Labs

After completing this chapter, students should be able to:

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

Labs

After completing this chapter, students should be able to:

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

Labs

After completing this chapter, students should be able to:

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

Labs

After completing this chapter, students should be able to:

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

Labs

After completing this chapter, students should be able to:

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.

Main Topics

Labs

After completing this chapter, students should be able to:

Chapter 8: Customization

The objective of this chapter is to tailor a number of elements in the system to your specific needs, enabling you to work more efficiently. Routines and toolbars can be customized for each of your companies and specific tasks can be added to the Shortcut Bar for each individual user. We discuss creating a routine checklist for standardized procedures that are completed on a routine basis. Another time saving feature, macros, which are automated key stroke commands to perform certain tasks are discussed in this chapter.

Main Topics

Labs

After completing this chapter, students should be able to:

Chapter 9: Business Alerts and Process Server

This chapter examines how to use business alerts to notify managers and executives whenever "alert" situations are reached. You define these alerts as they relate to your business, such as budgets being exceeded, sales falling below expectations or if a new employee is added to the system. Activity Tracking allows you to define the types of activities that should be tracked, such as attempts to Login/Logout, Posting activities or file tracking. Process Server allows you to continue working on other tasks while other process like printing reports or posting can be completed in the background. This allows you to take advantage of directing processes to designated workstations and freeing up resources on the local workstation.

Main Topics

Labs

After completing this chapter, students should be able to:

Appendix A: Installation

This chapter contains information to be aware of and plan for before actually installing Microsoft Dynamics GP. The selections that are made during the installation process impact system and company setup options that are available after installation is complete. Registering your Microsoft Dynamics GP solution, creating passwords and defining security profiles are also covered in this section.

Main Topics

After completing this chapter, students should be able to: