Contract Administration in Microsoft Dynamics GP 9.0
Course 8537: One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm
Introduction
The one day Microsoft Dynamics GP Contract
Administration course explores the windows and functions
used to process Contracts. This course also teaches
about the underlying master tables used throughout the
Field Service Series (FSS) modules. Additional features
such as transfers, renewals, and cancellations are
covered as well.
A thorough understanding of these topics allows you
to handle all necessary functions regarding processing
relating to service level contracts. You learn how to
set up contract type and price books; and how to enter,
maintain, and renew contracts. This course also shows
you how to define default values that automatically
populate data fields and gather the information you need
to make better business decisions by exploring powerful
inquiry and reporting options.
Audience
Customers wanting to learn the basic features and to
develop a working knowledge of the typical day-to-day
procedures required to effectively use Contract
Administration.
The class is targeted toward data entry clerks,
administrators, office managers, CEOs, and consultants
who need to understand the technical aspects of
Microsoft Great Plains Contract Administration and gain
foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should be able
to:
| • |
Enter and maintain different types of
contracts.
|
| • |
Process billing and revenue recognition for
Contracts.
|
| • |
Create contracts from Sales Order Processing.
|
| • |
Handle transfers from quotes to live
documents.
|
| • |
Process renewal letters.
|
| • |
Process auto-renewals and evergreen
contracts.
|
| • |
Perform analysis regarding contract
profitability.
|
Prerequisites
Before attending this course, students must have:
| • |
General knowledge of Microsoft Windows.
|
| • |
Basic knowledge of Inventory and Sales Order
Processing.
|
Microsoft Certification exams
No Microsoft Certification exams are associated with
this course currently.
Course Materials
The student materials include a comprehensive
workbook and other necessary items for this class.
Course Outline
Chapter 1: Overview
This chapter provides a general overview of the
features and benefits of using the Contract
Administration module in an integrated environment. It
also focuses on how this module integrates with other
modules in the Microsoft Dynamics GP application.
Main Topics
| • |
Contract Administration Features and Benefits
|
| • |
Contract Administration Overview
|
| • |
Integration
|
| • |
Contract Administration Roadmap
|
After completing this chapter, students should be
able to:
| • |
Identify the features and benefits available
when using Contract Administration.
|
| • |
Discuss integration that takes place between
Contract Administration and other modules within
the application.
|
| • |
Identify the navigation used to access the
windows for transactions, reports, utilities,
routines, and inquiries in Contract
Administration.
|
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the
Contract Administration module. We will examine the
pre-requisite setup and overlapping windows to make
Contracts operate smoothly. Contract Administration
setup reports are also discussed briefly.
Main Topics
| • |
Contract Administration Setup Checklist
|
| • |
Setup Procedures for Other Modules
|
| • |
Item maintenance
|
| • |
Contract Type Maintenance
|
| • |
Contract Pricing Maintenance
|
| • |
Contract Setup
|
Labs
| • |
Setup precursor data for Returns
|
| • |
Create Customer and Item extensions
|
| • |
Create RMA Types
|
| • |
Update RMA Types for Ready Close status
|
| • |
Create RTV Types
|
Labs
| • |
Contract Setup
|
| • |
Contract Price Books
|
After completing this chapter, students should be
able to:
| • |
Customize settings for the Contract
Administration module.
|
| • |
Setup extended data for customers and items.
|
| • |
Create Contract types.
|
| • |
Create Contract price books.
|
Chapter 3: Equipment Maintenance
This chapter helps the student to understand the
equipment master and it's relationship to inventory and
customers and how it is used in the Contracts module.
Main Topics
| • |
Inventory vs. Equipment
|
| • |
Equipment maintenance
|
| • |
System Configuration maintenance
|
| • |
Equipment meter readings
|
Labs
| • |
Create Equipment Maintenance records manually
|
| • |
Create Equipment records from SOP
|
| • |
Create Equipment records from PO Receiving
|
| • |
Test your knowledge - Equipment maintenance
|
After completing this chapter, students should be
able to:
| • |
Enter and edit equipment records.
|
| • |
Perform actions related to equipment.
|
Chapter 4: Contract Entry
This chapter describes how to enter contracts and
reviews available features for billing and revenue
recognition variations.
Main Topics
| • |
Quick Start - Contract Entry
|
| • |
Contract Record Types
|
| • |
Contract Header
|
| • |
Contract Renewal options
|
| • |
Contract Sites
|
| • |
Contract Lines
|
| • |
Sales Contract Entry
|
| • |
Contract Transfer
|
Labs
| • |
Basic Contract Entry
|
| • |
Contract Entry - discounts
|
| • |
Sales Contract Entry
|
| • |
Contract Entry - Quote
|
| • |
Contract Transfer
|
| • |
Test Your knowledge
|
After completing this chapter, students should be
able to:
| • |
Enter all types of contracts - quotes,
templates, contracts.
|
| • |
Set up additional features for renewal and
revenue recognition.
|
Chapter 5: Contract Daily Procedures
This chapter discusses where to locate information
about the contract to understand profitability and
remaining invoices or revenue. The student will learn
the process for billing and recognizing revenue. A
review of the various ways to cancel contracts is
discussed.
Main Topics
| • |
Locating billing & revenue information
|
| • |
Post contract invoices
|
| • |
Revenue Recognition
|
| • |
Cancelling contracts
|
Labs
| • |
Canceling Contracts
|
| • |
Contract Billing
|
| • |
Revenue Recognition
|
After completing this chapter, students should be
able to:
| • |
Know how to analyze a live contract.
|
| • |
Post contract invoices.
|
| • |
Post revenue recognition.
|
Chapter 6: Contract Maintenance
This chapter discusses additional routines and
utilities for the contract administration module
Main Topics
| • |
Renewing Contracts
|
| • |
Deleting & Purging contracts
|
| • |
Inquiry and Reports
|
Labs
After completing this chapter, students should be
able to:
| • |
Print contract renewal letters.
|
| • |
Renew contracts individually or en masse via
several different methods.
|
| • |
Know the available inquiries and reports.
|
Chapter 7: Meters
This chapter discusses the concepts of meter billing.
Main Topics
| • |
Contract Type Meters
|
| • |
Equipment Meter readings
|
| • |
Posting Meters
|
After completing this chapter, students should be
able to:
| • |
Setup metered equipment.
|
| • |
Post meter readings.
|
| • |
Setup and bill for meter overages.
|
Appendix A: SmartList
This appendix discusses the use of SmartList to
access financial data. There are also optional exercises
that can be completed by students if time permits.
Main Topics
| • |
Using SmartLists
|
| • |
Creating Objects
|
| • |
Using the Search Button
|
| • |
Saving New Objects as Favorites
|
Labs
| • |
Contract Administration SmartList
|
After completing this appendix, students should be
able to:
| • |
Use SmartLists to access valuable returns
data.
|
| • |
Create new SmartList objects.
|
| • |
Use the Search button to manage the
information in a view.
|
| • |
Explain the various options that are
available when using SmartLists.
|
Appendix B: Glossary
This appendix presents a glossary of terms used in
the Field Service industry. If time permits, review the
terms with the class.
Appendix C: Case Study
This case study is a comprehensive lab that can be
used to reinforce the learning that has occurred
throughout the Contract Administration class.
After completing this chapter, students should be
able to:
| • |
Understand the necessary processes to set up
and manage Contract Administration.
|
| • |
Have more confidence in their ability to use
Contract Administration in their company.
|
Appendix D: Answers
This section includes the answers to all the labs
that appear through out the manual.
|
