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Training Course Outline

IT Vendor Courses   Microsoft Dynamics Training Courses

M8513: Microsoft Dynamics GP 9.0 Purchase Order Processing

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Course Duration: 1 day

Course Code: M8513

Course Description:

The Microsoft DynamicsT GP Purchase Order Processing course explores the details for the purchasing module from how to enter simple purchase orders with minimal to very detailed information based on your own business rules.

 

You learn to make informed decisions using a variety of comprehensive reports that enable you to negotiate the best prices with your vendors by understanding what products and services your company needs, the right time to order them, and the best vendors. You will learn how Purchase Order transactions integrate with the Microsoft Dynamics GP Inventory Control, General Ledger, Payables Management, Sales Order Processing, and Fixed Assets modules.

 

You use the automatic Purchase Order Generator to warn you when inventory quantities are running and allow your business to take a proactive role to order new items.

 

You learn how to enter receipts, track open orders, override unit costs, and receive quantities larger than original purchase orders. You discuss Standard Purchase Orders, Drop-Ship Purchase Orders, and Blanket Purchase Orders and how each of these can benefit your business needs. This class discusses topics such as how an item's receipt unit of measure can differ from an item's stocking unit of measure and how the receipt can automatically be converted to the stocking unit measures, so that inventory is accurately updated. You will also cover how to set up Vendor defaults, such as shipping addresses, accounts and sub accounts to be used on new Purchase Orders, which allows you to create Purchase Orders and Receipts with a minimum amount of manual data entry.

 

You learn about Purchase order commitments in which you may "commit" a purchase order to a Back Order document in the Sales Order Processing Module.

 

Purchase Order Processing training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the application functionality.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- Knowledge of basic navigation functions in Microsoft Dynamics GP
- Completed General Ledger and/or Payables Management training

Prerequisite courses:

M8507: Microsoft Dynamics GP 9.0 General Ledger I

M8509: Microsoft Dynamics GP 9.0 Payables Management I

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:

Introduction

• This chapter introduces you to the Purchase Order Processing module of the Microsoft Dynamics GP product and training course, and the screens and processes that are used to complete the accounting cycle in Purchasing.
• You see the core processes that are used in the Purchasing module. You are introduced to each step in the accounting cycle, you briefly discuss its purpose and primary features, and you will focus on its function in the accounting cycle. Please note that this chapter is not intended to provide you with a detailed primer on each of these topics.

Setup Procedures

• This chapter helps you understand the defaults and user options defined in the Purchase Order Processing Setup window. Even though these options are typically not changed after the product is implemented, you gain understanding of default values and processes through the settings in this window.

Daily Procedures

• This chapter discusses the process of entering purchase orders. You see the types of purchase orders available and the steps for processing each of the different types. We also print purchase orders in this chapter. You will learn the process of entering receipts against purchase orders and returning goods to vendors. You see the affect on other modules that integrate with Purchasing, when receipts are entered.

Maintaining Records

• This chapter examines the options available for editing, deleting, and voiding purchase orders existing in the system. You review the inquiry screens and reports that are provided to assist you in making informed purchasing decisions and to track purchasing data. You see the process for replenishing inventory quantities based on historical purchasing report information and how to view inventory quantity and cost information by vendor.

 

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.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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