Microsoft Dynamics GP Preventive Maintenance
Course 8540: 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 Preventive
Maintenance (PM) course explores the windows and
functions used to manage Preventive Maintenance service
calls This course also teaches about the cards used to
set up PMs and the associated routines and transactions.
A thorough understanding of these topics allows you
to handle all necessary steps regarding PMs. You learn
how to set up and generate PMs. This course also shows
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 Preventive
Maintenance.
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 Preventive Maintenance and gain
foundational knowledge of the application functionality.
At Course Completion
After completing this course, students will be able
to:
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Set up PM requirements
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Apply PM requirements to equipment
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Generate PM Service Calls
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Report and analyze PMs due
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Prerequisites
Before attending this course, students must have:
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General knowledge of Microsoftฎ Windowsฎ
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Basic knowledge of Inventory and Sales Order
Processing
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General knowledge of Service Call Management
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Microsoft Certification exams
This course will help the student prepare for the
following Microsoft Certified Professional exam:
Course Materials
The student kit includes a comprehensive workbook and
other necessary materials for this class.
Course Outline
Chapter 1: Overview
This chapter provides a general overview of the
features and benefits of using the Service Call
Management module in an integrated environment. It also
focuses on how this module integrates with other modules
in the Microsoft Dynamics GP application.
Main Topics
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Preventive Maintenance Features and Benefits
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Preventive Maintenance Overview
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Integration
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Preventive Maintenance Roadmap
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After completing this module, students will be able
to:
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Identify the features and benefits available
when using Preventive Maintenance
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Discuss integration that takes place between
Preventive Maintenance and other modules within
the application
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Identify the navigation used to access the
windows for transactions, reports, utilities,
routines, and inquiries in Preventive
Maintenance
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Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the
Preventive Maintenance module. You examine the
pre-requisite setup and overlapping windows to make
Preventive Maintenance operate smoothly. Preventive
Maintenance setup reports are reviewed.
Main Topics
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Preventive Maintenance Setup Checklist
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Setup for other modules
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Service Setup - PM
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Option Security - Preventive Maintenance
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PM Event Maintenance
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PM Schedule Maintenance
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PM Item Schedule Maintenance
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Customer Extensions
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Item Extensions
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Equipment Maintenance
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About Field Service Series
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Labs
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Lab 2.1 - Set up PM Requirements
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Lab 2.2 - Test your Knowledge - Setup
Procedures
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After completing this module, students will be able
to:
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Create PM events and schedules
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Apply PM Requirements to Equipment.
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Chapter 3: Equipment Maintenance
This chapter helps the student to understand the
equipment master and its relationship to inventory and
customers and how it is used in the Contracts module.
Main Topics
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Inventory vs. Equipment
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Equipment maintenance
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System Configuration maintenance
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Equipment meter readings
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Labs
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Lab 3.1 - Create Equipment Maintenance
records manually
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Lab 3.2 - Create Equipment records from SOP
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Lab 3.3 - Create Equipment records from PO
Receiving
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Lab 3.4 - Create an Equipment record for a
Service Call
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Lab 3.5 - Test your knowledge - Equipment
Maintenance
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After completing this module, students will be able
to:
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Enter and edit equipment records
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Perform actions related to equipment
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Chapter 4: Daily Procedures
This chapter reviews the procedures required to
manage PMs.
Main Topics
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Generate P.M. Edit List
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PM Edit List
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Labs
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Lab 4.1 - Generate PM Requirements
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Lab 4.2 - Test Your Knowledge - Daily
Procedures
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After completing this module, students will be able
to:
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Generate PM Requirements
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Manage the PM Edit List
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Chapter 5: Maintaining Records
This chapter covers the PM reports.
Main Topics
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Creating Report Options
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PM Listing
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PM Due
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After completing this module, students will be able
to:
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Manage PM requirements by using the PM Due
report
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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
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Using SmartList
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Creating Objects
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Using the Search Button
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Saving New Objects as Favorites
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Labs
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Lab A.1 - Preventive Maintenance SmartList
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After completing this appendix, students should be
able to:
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Use SmartList to access valuable PM data
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Create new SmartList objects
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Use the Search button to manage the
information in a view
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Explain the various options that are
available when using SmartLists
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Appendix B: SQL Job
This appendix describes how to set up a recurring job
in SQL.
Appendix C: PM Case Study
This appendix presents a Case Study.
Appendix D: Answers
This section includes the answers to all the labs
that appear through out the manual.
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