1 Day Course
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 Profile
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:
•
Use basic elements such as lookup windows,
browse buttons and zooms to access data in Microsoft Dynamics GP.
•
Enter record and window level notes.
•
Attach OLE Notes.
•
Use SmartList to export data to Microsoft Word
or Microsoft Excel for further analysis.
•
Use the Posting Setup options to define posting
processes.
•
Customize system and company setup procedures
using the Setup Checklist.
•
Assign and track the completion of setup tasks
using the Setup Checklist.
•
Set up fiscal periods, account formats, credit
cards and payment terms.
•
Use inquiries and reports to get at the
information needed.
•
Customize Microsoft Dynamics GP toolbars, home
pages and display settings.
•
Describe the benefits of using Business Alerts
and Process Servers.
•
View and use resource descriptions for tables
and fields in Microsoft Dynamics GP.
•
Use the SQL backup system to back up a company
database
Prerequisites
Before attending this course,
students must have:
- General knowledge of Microsoft Windows
- Basic knowledge of accounting principles
Course Outline
Module 1: Overview and Basic Elements
This chapter introduces 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.
Lessons
- Microsoft Dynamics GP Series
- Integration
- Address Bar
- Main Toolbar
- Menus
- Advanced Lookups
- Window Components
- Notes
- User Preferences
- Tasks & Reminders
- Navigation Pane
- Home Pages
- Help
After completing this chapter,
students will be able to:
- Identify the series in Microsoft Dynamics GP.
- Understand basic integration in Microsoft Dynamics GP.
- Identify the different parts of the main window.
- Use and understand basic elements such as browse buttons, lookup
windows and zooms to access and view data in the application.
- Use tasks and reminders to help manage the Microsoft Dynamics GP
system.
- Customize the way information is retrieved in the application.
- Set user preferences and use notes to attach important information.
- Access help topics using the online documentation.
- Use the Navigation Pane to maximize efficiency when using Microsoft
Dynamics
Module 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.
Lessons
- SmartList Objects
- Creating SmartList Favorites
- Report Options
- Printing Reports
- Report Groups
- Excel Reports
- Named Printers
- Process Monitor
After completing this chapter,
students will be able to:
- Gain instant access to a large variety of information in the system
using SmartList.
- Create and save views of their data.
- Export data to Microsoft Excel or Microsoft Word from SmartList.
- Create and save report options.
- Export reports in a variety of formats.
- Organize reports into groups for easy access.
- Assign applications to specific printers.
- View background processes on their local workstation or at the
server level.
Module 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.
Lessons
- Registration
- Security Tasks
- Security Roles
- User Setup
- User Security
- User Classes
- Posting Setup
- Posting Accounts Setup
- Source Documents
- Audit Trail Codes
- Tracing Transactions
After completing this chapter,
students will be able to:
- Set up security tasks and roles.
- Set up users and user classes.
- Assign security roles to users.
- Complete Posting Setup for transaction origins in Microsoft Dynamics
GP.
- Set up default posting accounts to be used by Microsoft Dynamics GP
modules.
- Use audit trail codes and source documents to trace transactions in
the system.
Module 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.
Lessons
- Creating Companies
- Setup Checklist
- Account Format
- Fiscal Periods
- Company Information
- Internet Information
- Shipping Methods
- Payment Terms
- Credit Cards
- Custom Links
- Other Company Setups
- Taxes
After completing this chapter,
students will be able to:
- Set up companies in Microsoft Dynamics GP.
- Assign an account format for each company.
- Specify company-wide settings, such as fiscal periods, shipping
methods, credit cards, payment terms and Custom Links.
- Create Tax Details and Tax Schedules.
- Understand how taxes are calculated in Microsoft Dynamics GP.
Module 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.
Lessons
- Series Checklists
- Customizing Toolbars
- Activity Tracking
- Process Server
- Macros
- Installation Customization Options
- Table, Field and Window Information
- Backups
After completing this chapter,
students will be able to:
- Use series checklists to complete tasks.
- Customize toolbars.
- Automate keystrokes using macros.
- Use resource descriptions to locate field, table and window
information
Module 6: Appendix: Job Aids
This appendix includes job aids
that are used in Payables Management
