Microsoft Dynamics GP Foundation
Course 8506: One days;
Instructor-Led
On This Page
Introduction
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.
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:
| • |
Customize system and
company setup procedures using the Setup Checklist |
| • |
Assign and track setup
tasks |
| • |
Use the Posting Setup
options to define posting processes |
| • |
Enter record and window
level notes |
| • |
Attach OLE Notes |
| • |
Use inquiries and
reports to get at the information you wish to access |
| • |
Use SmartList to export
data to Microsoft Word or Microsoft Excel for further
analysis |
| • |
Describe the benefits of
using Business Alerts and Process Servers |
| • |
View and print resource
descriptions for tables and fields in Microsoft Dynamics GP |
| • |
Set up fiscal periods,
account formats, credit cards and payment terms |
Prerequisites
Before attending this course, students must have:
| • |
General knowledge of
Microsoft Windows |
| • |
Basic knowledge of
accounting principles |
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.
Chapter 1: Overview
Course Outline
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.
Main Topics
| • |
Microsoft Dynamics GP
Series |
| • |
Integration |
After completing this chapter, students should be
able to:
| • |
Identify series in
Microsoft Dynamics GP |
| • |
Understand basic
integration flows in Microsoft Dynamics GP |
Chapter 2: 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.
Main Topics
| • |
Toolbar |
| • |
Menu Bar |
| • |
Window Components |
| • |
Keyboard Equivalents |
| • |
Notes: Record-Level,
Window-level, and OLE |
| • |
Help |
| • |
User Preferences |
| • |
Role-based Home Pages |
| • |
Setup Checklist |
| • |
Navigation Pane |
Labs
| • |
Advanced Lookups |
| • |
OLE Note |
| • |
User Preferences |
| • |
Using the Shortcut Bar |
After completing this chapter, students should be
able to:
| • |
Navigate in Microsoft
Dynamics GP using the keyboard and mouse |
| • |
Understand the layout of
the Microsoft Dynamics GP desktop |
| • |
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 |
| • |
Utilize the Navigation
Pane shortcuts to maximize efficiency when using Microsoft
Dynamics GP |
Chapter 3: 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.
Main Topics
| • |
Types of SmartList
objects |
| • |
Creating SmartList
Favorites |
| • |
Linking to related
Microsoft Dynamics GP windows |
| • |
Exporting data to
Microsoft Word or Microsoft Excel |
Labs
After completing this chapter, students should be
able to:
| • |
Gain instant access to a
large variety of information in your system using SmartList |
| • |
Create and save views of
your data |
| • |
Export data to Microsoft
Excel or Microsoft Word from SmartList |
| • |
Add Microsoft Dynamics
GP windows, macros, or external applications to the
Navigation Pane |
| • |
Create folders to manage
large numbers of shortcuts |
Chapter 4: 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.
Main Topics
| • |
Report Options |
| • |
Report Groups |
| • |
Combined Groups |
| • |
Named Printers |
| • |
Process Monitor |
Labs
| • |
Setting up Report
Options |
After completing this chapter, students should be
able to:
| • |
Create and save report
options |
| • |
Select a destination for
reports |
| • |
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 |
Chapter 5: 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.
Main Topics
| • |
Switching Users and
Company |
| • |
Company Information |
| • |
Global Features |
| • |
Internet Information |
| • |
Fiscal Periods |
| • |
Account Format |
| • |
Credit Cards |
| • |
Shipping Methods |
| • |
Payment Terms |
| • |
Custom Links |
| • |
Company Reports |
Labs
| • |
Account Format |
| • |
Set Up Fiscal Periods |
| • |
Specify Company Settings |
| • |
Set Up Shipping Methods |
| • |
Set Up Payment Terms |
| • |
Set Up Custom Links |
After completing this chapter, students should 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 |
Chapter 6: 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.
Main Topics
| • |
Transaction Posting
Methods |
| • |
Posting Setup |
| • |
Posting Accounts Setup |
| • |
Source Documents |
| • |
Audit Trail Codes |
| • |
Batch Inquiry |
Labs
| • |
Modify Posting Settings |
After completing this chapter, students should be
able to:
| • |
Control the way General
Ledger is updated by other modules |
| • |
Add additional batch
data entry accuracy controls |
| • |
Control the level of
detail entered in the General Ledger during the posting
process |
| • |
Set up default posting
accounts to be used by Microsoft Dynamics GP modules |
Chapter 7: Taxes
This chapter examine how to set up tax details and
tax schedules to calculate taxes for many types of transactions. We
examine the bases upon which taxes are calculated, such as tax
included with item price, percent of sale/purchase or percent of
another tax detail. Next, we look at the qualifiers and enter the
minimum and maximum taxable amounts for a specific detail. Once the
tax details have been defined, tax schedules are created to group
the tax details together and then assign them to sales or purchase
transactions. Tax Calculation Examples are provided for Receivables,
Payables Management, Invoicing and Sales Order Processing
transactions.
Main Topics
| • |
Tax Detail and Tax
Schedule Overview |
| • |
Tax Details |
| • |
Determine Tax
Calculations |
| • |
Select the Qualifiers |
| • |
Tax Schedules |
| • |
Tax Calculation Examples |
Labs
After completing this chapter, students should be
able to:
| • |
Create Tax Details and
Tax Schedules for different tax rates |
| • |
Charge multiple taxes
per transaction |
| • |
Report on tax
transactions |
| • |
Handle taxes on
miscellaneous and freight amounts |
Chapter 8: Customization
The objective of this chapter is to tailor a
number of elements in the system to your specific needs, enabling
you to work more efficiently. Routines and toolbars can be
customized for each of your companies and specific tasks can be
added to the Shortcut Bar for each individual user. We discuss
creating a routine checklist for standardized procedures that are
completed on a routine basis. Another time saving feature, macros,
which are automated key stroke commands to perform certain tasks are
discussed in this chapter.
Main Topics
| • |
Routine Checklists |
| • |
Customizing Toolbars |
| • |
Using Macros |
Labs
After completing this chapter, students should be
able to:
| • |
Create routines |
| • |
Customize toolbars |
| • |
Use existing routines to
set up Microsoft Dynamics GP |
| • |
Automate keystrokes
using macros |
Chapter 9: Business Alerts and Process Server
This chapter examines how to use business alerts
to notify managers and executives whenever "alert" situations are
reached. You define these alerts as they relate to your business,
such as budgets being exceeded, sales falling below expectations or
if a new employee is added to the system. Activity Tracking allows
you to define the types of activities that should be tracked, such
as attempts to Login/Logout, Posting activities or file tracking.
Process Server allows you to continue working on other tasks while
other process like printing reports or posting can be completed in
the background. This allows you to take advantage of directing
processes to designated workstations and freeing up resources on the
local workstation.
Main Topics
| • |
Business Alerts |
| • |
Activity Tracking |
| • |
Process Server |
Labs
After completing this chapter, students should be
able to:
| • |
Set up Business Alerts
to send email notification to key business managers when
needed |
| • |
Track specific system
activity using Activity Tracking |
| • |
Set up a process server
to alleviate processing time on local workstations |
Appendix A: Installation
This chapter contains information to be aware of
and plan for before actually installing Microsoft Dynamics GP. The
selections that are made during the installation process impact
system and company setup options that are available after
installation is complete. Registering your Microsoft Dynamics GP
solution, creating passwords and defining security profiles are also
covered in this section.
Main Topics
| • |
Account Structure |
| • |
Account Framework |
| • |
Sorting Options |
| • |
Edit Launch File |
| • |
SQL Options |
| • |
Users and User Classes |
| • |
Security |
| • |
Registration |
| • |
Creating a Company |
| • |
Table Maintenance |
After completing this chapter, students should be
able to:
| • |
Consider and plan for
how settings defined during the installation process affect
system and company settings |
| • |
Create Users and User
Classes |
| • |
Define Security for
classes as well as individual users |
| • |
Register the application
& create a new company |
| • |
Perform table
maintenance and make backups |
