Training Course Outline
IT Vendor Courses Microsoft Dynamics Training Courses
M8506: Microsoft Dynamics GP 9.0 Foundation I
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Course Duration: 1 days
Course Code: M8506
Course Description:
The one-day Foundation course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use key 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.
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.
Prerequisites:
Before attending this course, students must have:
- General knowledge of Microsoft Windows
- Basic knowledge of accounting principles
Relevant Certifications:
Microsoft Certified Business Management Solutions Specialist: For Dynamics GP
Microsoft Certified Business Management Solutions Professional: For Dynamics GP
This course includes the following modules:
Overview
- This chapter introduces you to the Microsoft Dynamics GP Series. Microsoft Dynamics GP is comprised of modules or applications that work together for accounting and business purposes. These modules are arranged into solutions series with one module acting as the "core" where permanent records are stored. An integration overview is included in this chapter.
Basic Elements
- This chapter introduces you to many of the basic elements in Microsoft Dynamics GP. Each part of the main window is discussed, and common window functions and objects are identified and explained.
SmartList
- This chapter explores SmartList, a great 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.
Reports & Inquiry
- This chapter examines how to print reports in Microsoft Dynamics GP. The purpose of this chapter is to define ways to create report options, print group reports for a specific series or to create combined group reports using data from multiple series. Named Printers functionality provides the ability to designate a printer for specific applications, such as a dedicated printer for payables checks. The Process Monitor 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.
Company Setup Procedures
- In this chapter, we examine 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. We'll look at the company reports that are available to create a permanent record of the settings that were used when the company was set up.
Posting Setup Procedures
- In this chapter we examine the different ways to post transactions in Microsoft Dynamics GP. Options are available to customize how each series updates the General Ledger and include: post to or through General Ledger, post in detail or in summary or post based on the account settings. We look at setting up default posting accounts, audit trail codes and define destinations for printing posting journals.
Posting Setup Procedures
- In this chapter we examine the different ways to post transactions in Microsoft Dynamics GP. Options are available to customize how each series updates the General Ledger and include: post to or through General Ledger, post in detail or in summary or post based on the account settings. We look at setting up default posting accounts, audit trail codes and define destinations for printing posting journals.
To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.
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