Foundation I in Microsoft Dynamics GP 10.0
Course 8811 : One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm
Introduction
This one-day Microsoft Dynamics GP Foundation course
explores the basic elements of Microsoft Dynamics GP.
Topics covered during this session include: system and
company setup procedures, how to use 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:
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Use basic elements such as lookup windows,
browse buttons and zooms to access data in
Microsoft Dynamics GP.
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Enter record and window level notes.
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Attach OLE Notes.
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Use SmartList to export data to Microsoft
Word or Microsoft Excel for further analysis.
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Use the Posting Setup options to define
posting processes.
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Customize system and company setup procedures
using the Setup Checklist.
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Assign and track the completion of setup
tasks using the Setup Checklist.
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Set up fiscal periods, account formats,
credit cards and payment terms.
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Use inquiries and reports to get at the
information needed.
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Customize Microsoft Dynamics GP toolbars,
home pages and display settings.
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Describe the benefits of using Business
Alerts and Process Servers.
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View and use resource descriptions for tables
and fields in Microsoft Dynamics GP.
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Use the SQL backup system to back up a
company database.
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Prerequisites
Before attending this course, students must have:
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General knowledge of Microsoft Windows
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Basic knowledge of accounting principles
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Microsoft Certified Professional Exams
No Microsoft Certified Professional 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: Overview and Basic Elements
This chapter introduces the the series and the
integration concepts. This chapter also introduces many
of the basic elements used throughout Microsoft Dynamics
GP. The main window of the application is discussed, and
common window functions and objects in Microsoft
Dynamics GP are identified and explained.
Main Topics
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Microsoft Dynamics GP Series
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Integration
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Address Bar
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Main Toolbar
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Menus
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Advanced Lookups
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Window Components
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Notes
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User Preferences
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Tasks & Reminders
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Navigation Pane
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Home Pages
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Help
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Labs
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Advanced Lookups
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OLE Note
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User Preferences
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After completing this chapter, students should be
able to:
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Identify the series in Microsoft Dynamics GP.
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Understand basic integration in Microsoft
Dynamics GP.
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Identify the different parts of the main
window.
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Use and understand basic elements such as
browse buttons, lookup windows and zooms to
access and view data in the application.
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Use tasks and reminders to help manage the
Microsoft Dynamics GP system.
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Customize the way information is retrieved in
the application.
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Set user preferences and use notes to attach
important information.
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Access help topics using the online
documentation.
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Use the Navigation Pane to maximize
efficiency when using Microsoft Dynamics
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Chapter 2: SmartList, Reports and Inquiries
This chapter discusses SmartList, an inquiry tool
that can be used to access data. SmartList uses sets of
predefined search criteria or "objects." Users can
create an unlimited number of searches or "views" and
save them as "Favorites" in the system. The Process
Monitor and the concept of Named Printers is discussed
and introduced in this chapter. Creating Report Options
and using Report Lists and Inquiries are also a focus of
this chapter.
Main Topics
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SmartList Objects
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Creating SmartList Favorites
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Report Options
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Printing Reports
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Report Groups
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Excel Reports
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Named Printers
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Process Monitor
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Labs
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SmartList
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Report Options and Groups
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After completing this chapter, students should be
able to:
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Gain instant access to a large variety of
information in the system using SmartList.
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Create and save views of their data.
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Export data to Microsoft Excel or Microsoft
Word from SmartList.
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Create and save report options.
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Export reports in a variety of formats.
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Organize reports into groups for easy access.
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Assign applications to specific printers.
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View background processes on their local
workstation or at the server level.
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Chapter 3: System and Posting Setup
In this chapter, some basic system setups are
discussed along with information about the different
ways to post transactions in Microsoft Dynamics GP.
System setups discussed include security, users and user
classes. Posting Setup is discussed along with related
topics such as audit trails and source documents.
Main Topics
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Registration
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Security Tasks
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Security Roles
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User Setup
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User Security
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User Classes
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Posting Setup
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Posting Accounts Setup
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Source Documents
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Audit Trail Codes
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Tracing Transactions
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Labs
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Security Tasks
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Security Roles
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Assigning Security Roles to Users
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Modify Posting Settings
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After completing this chapter, students should be
able to:
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Set up security tasks and roles.
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Set up users and user classes.
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Assign security roles to users.
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Complete Posting Setup for transaction
origins in Microsoft Dynamics GP.
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Set up default posting accounts to be used by
Microsoft Dynamics GP modules.
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Use audit trail codes and source documents to
trace transactions in the system.
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Chapter 4: Company Setup Procedures
This chapter examines 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. This chapter looks at the company reports that
are available to create a permanent record of the
settings that are used when the company is set up.
Main Topics
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Creating Companies
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Setup Checklist
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Account Format
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Fiscal Periods
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Company Information
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Internet Information
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Shipping Methods
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Payment Terms
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Credit Cards
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Custom Links
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Other Company Setups
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Taxes
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Labs
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Account Format
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Defining Fiscal Periods
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Entering Company Information
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Set Up Shipping Methods
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Set Up Payment Terms
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Set Up Custom Links
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Set Up a New Tax
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After completing this chapter, students should be
able to:
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Set up companies in Microsoft Dynamics GP.
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Assign an account format for each company.
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Specify company-wide settings, such as fiscal
periods, shipping methods, credit cards, payment
terms and Custom Links.
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Create Tax Details and Tax Schedules.
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Understand how taxes are calculated in
Microsoft Dynamics GP.
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Chapter 5: Customization and Utilities
The focus of this chapter is on the ways to customize
a number of elements in the Microsoft Dynamics GP system
to specific needs, enabling work to be completed more
efficiently. Additionally, resource information on
tables and fields are discussed and some miscellaneous
system utilities are also a focus of this chapter.
Main Topics
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Series Checklists
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Customizing Toolbars
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Activity Tracking
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Process Server
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Macros
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Installation Customization Options
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Table, Field and Window Information
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Backups
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Labs
After completing this chapter, students should be
able to:
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Use series checklists to complete tasks.
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Customize toolbars.
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Automate keystrokes using macros.
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Use resource descriptions to locate field,
table and window information
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Appendix A: Job Aids
This appendix includes job aids that are used in
Payables Management.
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