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Training Course Outline

IT Vendor Courses   Microsoft Dynamics Training Courses

M8540: Microsoft Dynamics GP 9.0 Field Service - Preventative Maintenance

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Course Duration: 1 day

Course Code: M8540

Course Description:

The one day Microsoft DynamicsT GP Preventive Maintenance (PM) course explores the windows and functions used to manage Preventive Maintenance service calls. This course also teaches about the cards used to set up PMs and the associated routines and transactions.

 

A thorough understanding of these topics allows you to handle all necessary steps regarding PMs. You learn how to set up and generate PMs. This course also shows how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.

 

Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Preventive Maintenance.

 

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 Preventive Maintenance and gain foundational knowledge of the application functionality.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- Basic knowledge of Inventory and Sales Order Processing
- General knowledge of Service Call Management

Prerequisite courses:

M8512: Microsoft Dynamics GP 9.0 Inventory

M8514: Microsoft Dynamics GP 9.0 Sales Order Processing

M8539: Microsoft Dynamics GP 9.0 Field Service - Service Call Management

This course includes the following modules:

Overview

• Preventive Maintenance Features and Benefits
• Preventive Maintenance Overview
• Integration
• Preventive Maintenance Roadmap

Setup Procedures

• Preventive Maintenance Setup Checklist
• Setup for other modules
• Service Setup - PM
• Option Security - Preventive Maintenance
• PM Event Maintenance
• PM Schedule Maintenance
• PM Item Schedule Maintenance
• Customer Extensions
• Item Extensions
• Equipment Maintenance
• About Field Service Series

Equipment Maintenance

• Inventory vs. Equipment
• Equipment maintenance
• System Configuration maintenance
• Equipment meter readings

Daily Procedures

• Generate P.M. Edit List
• PM Edit List

Maintaining Records

• Creating Report Options
• PM Listing
• PM Due

SmartList

• Using SmartList
• Creating Objects
• Using the Search Button
• Saving New Objects as Favorites

 

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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