Foundation II in Microsoft Dynamics GP 9.0
Course 8596: 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 Foundation II
course expands on the basic topics covered in the
Microsoft Dynamics GP Foundation I class. Topics covered
during this session include: system setup procedures,
data flow, how to use key reports and inquiries, how to
use SmartList to expand inquiry and analysis
capabilities, and tips and troubleshooting techniques to
ensure the integrity of your financial data.
Audience
Customers who would like a more in-depth
understanding of the Microsoft Dynamics GP system.
The class is targeted toward data entry clerks,
administrators; office managers, CEO's, and consultants
who need to understand the technical aspects of
Microsoft Dynamics GP Foundation and gain foundational
knowledge of the application functionality.
At Course Completion
After completing this course, students will be able
to:
| • |
Customize System and Company setup
selections.
|
| • |
Customize User and Security setup.
|
| • |
Use the Posting Setup options to define
posting processes.
|
| • |
Use advanced functionality, such as: Business
Alerts, Activity Tracking, Process Server, Named
Printers, Custom Links, and Macros.
|
| • |
Use inquiries and reports to get at the
information you want to access.
|
| • |
Use SmartList to export data to Microsoft
Word or Microsoft Excel for further analysis.
|
| • |
Use tips and techniques for troubleshooting.
|
Prerequisites
Before attending this course, students must have:
| • |
Financial Series I course or equivalent
working experience with Microsoft Dynamics GP.
|
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.
Course Outline
Chapter 1: System Setup Procedures
The purpose of this chapter is to provide an in-depth
look at system functions, such as user and user class
setup options, registering your Microsoft Dynamics GP
system, and selecting user preferences. The impact of
Advanced Security and Field Level Security are discussed
in detail in this chapter. Time is spent exploring the
options available for posting transactions,
concentrating on posting accounts and audit trail codes
which are essential to maintaining accurate financial
information. We will also look at the system reports
that are available for creating a permanent record of
the selections made during the setup phase.
Main Topics
| • |
System Setup Procedures.
|
| • |
System Password.
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| • |
User Classes.
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| • |
User Setup / Access / Activity.
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| • |
Security Setup.
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User Preferences.
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| • |
Reminders.
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| • |
Registration.
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| • |
System Reports.
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| • |
Advanced Security.
|
| • |
Field Level Security.
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| • |
Posting Setup.
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| • |
Posting Accounts Setup.
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| • |
Audit Trail Codes Setup.
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Lab: System & Company Setup
| • |
Setup User Class.
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| • |
Setup User.
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| • |
User Access.
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Lab: Reminders
| • |
Create and test a reminder.
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Lab: Advanced Security
Lab: Field Level Security
| • |
Add Field Level Security.
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Lab: Posting Setup
| • |
Modify existing posting setup.
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After completing this chapter, students will be able
to:
| • |
Set up System and User information
|
| • |
Set up Security.
|
| • |
Set User Preferences.
|
| • |
Register Microsoft Dynamics GP.
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| • |
Run System Reports.
|
| • |
Use Advanced Security and Field Security.
|
| • |
Set up Posting.
|
Chapter 2: Data Flow
This chapter focuses on how the modules are
integrated in your Microsoft Dynamics GP system. The use
of source documents and audit trail codes to quickly and
easily retrieve information is a major focus of this
section. We will also explore how to trace transactions
back to their source using zoom functionality instead of
printing reports to analyze data.
Main Topics
| • |
Integration.
|
| • |
Source Document Setup.
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| • |
Audit Trail Codes Setup.
|
| • |
Tracing Transactions.
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Lab: Tracing Transactions
| • |
Retrieving information.
|
| • |
Trace summary balance to individual
transactions.
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After completing this chapter, students will be able
to:
| • |
Set up Source Documents.
|
| • |
Set up Audit Trail Codes.
|
| • |
Trace transactions back to the source
document.
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Chapter 3: Advanced Functionality
This chapter explores advanced techniques for
tracking processes such as failed login attempts,
posting tracking and file tracking. Creating business
alerts to notify management of predefined situations is
discussed in this section. Time is spent looking at ways
of increasing productivity by using a process server to
handle workstation intensive processes and sending
certain processes to specific printers, such as having a
designated check printer. Macros, which automate
processes such as printing reports, performing backups,
and routine procedures, are covered in this chapter.
Main Topics
| • |
Activity Tracking.
|
| • |
Business Alerts.
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| • |
Process Server Setup.
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| • |
Named Printers.
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| • |
Custom Links.
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| • |
Macros.
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| • |
Letter Writing Assistant.
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Lab: Activity Tracking
| • |
Turn on Activity Tracking.
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| • |
View Activity Tracking reports.
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Lab: Named Printers
| • |
Setting up Named Printers.
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Lab: Custom Links
| • |
Setting up Custom Links
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Lab: Creating Macros
| • |
Creating a Macro.
|
| • |
Add Macro to Shortcut Bar.
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Lab: Letter Writing Assistant
| • |
Create employee birthday letters.
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After completing this chapter, students will be able
to:
| • |
Set up and remove Activity Tracking.
|
| • |
Create Business Alerts.
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| • |
Set up and use Process Server.
|
| • |
Set up Named Printers.
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| • |
Create Custom Links.
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| • |
Record and Play Macros.
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| • |
Use Letter Writing Assistant.
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Chapter 4: SmartList
This chapter explores SmartList, an 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.
|
| • |
Add Microsoft Dynamics GP windows, macros and
external links to the Shortcut Bar.
|
| • |
How to make it easier to navigate in
Microsoft Dynamics GP using Shortcuts.
|
| • |
How to manage a large number of shortcuts
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Lab: SmartList
| • |
Create SmartList query.
|
| • |
Export data to Microsoft Word.
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Lab: SmartList: Export to Excel
| • |
Create SmartList query.
|
| • |
Export data to Microsoft Excel.
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After completing this chapter, students will be able
to:
| • |
Gain instant access to a large variety of
information in your Microsoft Dynamics GP system
using SmartList.
|
| • |
Create and save views of your data.
|
| • |
Export data to Microsoft Excel or Microsoft
Word from SmartList.
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Chapter 5: Reports
The purpose of this chapter is to define ways to
print reports in Microsoft Dynamics GP. We will cover
how to create report options, print group reports for a
specific series, or to create combined group reports
using data from multiple series. Additionally, we will
discuss the Process Monitor and how it 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.
|
| • |
Process Monitor.
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Lab: Combined Groups
| • |
Create report options.
|
| • |
Create a report group.
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| • |
Create Macro.
|
| • |
Add Macro to Shortcut Bar.
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After completing this chapter, students will be able
to:
| • |
Create and save report options.
|
| • |
Select a destination for reports.
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| • |
Export reports in a variety of formats.
|
| • |
Organize reports into groups for easy access.
|
| • |
View background processes on their local
workstation or at the server level.
|
Chapter 6: Tips & Troubleshooting
In this chapter we will examine the different types
of file maintenance that may be performed in your
Microsoft Dynamics GP system. We will discuss the steps
that can be used to recover data that may have become
damaged. A checklist is presented to help prepare for a
call to your partner or request support on Customer
Source. We will look at the difference between warning
messages and error messages and how to resolve these
situations.
Main Topics
| • |
File Maintenance.
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| • |
Error Messages.
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| • |
Data Recovery Checklist.
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| • |
Troubleshooting Checklist.
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Batch Recovery.
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File Maintenance.
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Error Messages.
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| • |
Data Recovery Checklist.
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| • |
Troubleshooting Checklist.
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| • |
Batch Recovery.
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Lab: File Maintenance
| • |
Perform Check Links procedure.
|
| • |
Reconcile customer information.
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| • |
Reconcile vendor information.
|
| • |
Examine error logs.
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Lab: Warning Messages
| • |
Differentiating warning and error messages.
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After completing this chapter, students will be able
to:
| • |
Perform file maintenance procedures.
|
| • |
Identify error messages.
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| • |
Troubleshoot errors.
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Chapter 7: Conclusion
In this chapter we will discuss the key points that
have been covered throughout this course.
Main Topics
| • |
Field Level Security works with Advanced
Security to provide additional security for
programs, fields, forms, and windows in
Microsoft Dynamics GP.
|
| • |
Posting Setup is used to determine how
transactions are posted and posting reports are
printed.
|
| • |
Activity Tracking allows you to define types
of activities that you can track for each
company and user.
|
| • |
Business Alerts notify key personnel of
business-critical information.
|
| • |
Process Server allows you to use faster
processing capabilities to increase efficiency
and performance of workstations by directing
processes to designated servers.
|
| • |
Named Printers allows output to be routed to
a specific printer, such as a designated check
printer.
|
| • |
Macros enhance processing power by automating
many tasks.
|
| • |
SmartList is an inquiry tool that can be used
to access all types of accounting data.
|
| • |
Reports may be grouped together and printed
as one report.
|
| • |
File Maintenance procedures are designed to
ensure maximum accuracy and integrity of your
accounting data.
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Appendix A: Smart Tags
This section contains information on Smart Tags or
links between Microsoft Office documents and data in
Microsoft Dynamics GP. The items that may be recognized
and "tagged" in Microsoft Office XP are discussed in the
section. The focus of this section is to highlight the
benefits of Smart Tags and how you can use them in your
business.
Main Topics
| • |
How Smart Tags work.
|
| • |
Smart Tag Benefits.
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After completing this chapter, students will be able
to:
| • |
Understand how Smart Tags work.
|
| • |
Recognize the ways Smart Tags can make your
business more productive.
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Appendix B: File Structure
This chapter contains information on how files are
organized in your Microsoft Dynamics GP system. We will
look at the naming conventions that are used and how to
distinguish the type of data that is contained in a
table based on the numerical value assigned to the
table. The grouping of physical files into table groups
is also explored in this section.
Main Topics
| • |
Table Naming Conventions.
|
| • |
Table Groups and Physical Tables.
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After completing this chapter, students will be able
to:
| • |
Understand how data files are organized in
Microsoft Dynamics GP.
|
| • |
Determine the type of data contained in a
file based on its numerical value.
|
Appendix C: Table Descriptions
This chapter contains information on the tables,
windows, and fields that are used throughout Microsoft
Dynamics GP. We will look at how to access the Table
Descriptions window which will display a list of all
tables associated with a particular product and series.
Field Descriptions displays a list of tables where a
particular field of data is contained and Window
descriptions shows how windows are grouped together into
forms that make the flow of data through the system much
more efficient. A listing of the current tables,
arranged by series is provided in this section.
Main Topics
| • |
Table Descriptions.
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| • |
Field Descriptions.
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| • |
Window Descriptions.
|
| • |
Microsoft Dynamics GP Tables by Series.
|
After completing this chapter, students will be able
to:
| • |
Understand how data files are organized in
Microsoft Dynamics GP.
|
| • |
Determine the type of data contained in a
file based on its numerical value.
|
| • |
Use the Microsoft Dynamics GP Tables by
Series listing to determine the display name,
technical name, or physical name of a data file
and the table group to which it belongs.
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Appendix D: Professional Service Tools Library
This chapter contains information on the Professional
Services Tools Library and how it can provide help for
users to consolidate and change critical data - quickly
and accurately. Users can purchase tool individually,
select any three tools or purchase the entire library.
Main Topics
| • |
Financial Series Tools.
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| • |
Purchase Series Tools.
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| • |
Sales Series Tools.
|
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Payroll Series Tools.
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| • |
Inventory Tools.
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| • |
System tools.
|
| • |
Tools Available Separately.
|
| • |
Related Service Offering.
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After completing this chapter, students will be able
to:
| • |
Understand the tools that are available in
the Professional Service Tools Library and how
they can be used in your organization.
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Appendix E: Keyboard Equivalents
If you are someone who likes to use the keyboard
instead of a mouse, this chapter is for you! A list of
the common keyboard equivalents is provided to help
speed data entry. We will also focus on tab sequences,
field to field navigation, and how the default button
can be used to navigate throughout your Microsoft
Dynamics GP system.
Main Topics
| • |
Tab Sequence.
|
| • |
Field to Field navigation.
|
| • |
Default Button.
|
| • |
Keyboard Equivalents.
|
After completing this chapter, students will be able
to:
| • |
Navigate throughout Microsoft Dynamics GP
using tab sequences and field to field
navigation.
|
| • |
Utilize keyboard equivalents to speed data
entry.
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Appendix F: Solutions to Short Answer Exercises
This chapter contains answers to the exercises found
in the course.
Main Topics
| • |
System, Company, & Posting Setup
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| • |
Advanced Functionality
|
| • |
SmartList
|
| • |
Reports
|
| • |
Tips & Troubleshooting
|
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