Foundation II in Microsoft Dynamics GP 9.0
Course 8596: One day;
Instructor-Led
On This Page
Introduction
The one-day Microsoft Dynamics GP Foundation II
course expands on the basic topics covered in the Microsoft Dynamics
GP Foundation I class. Topics covered during this session include:
system setup procedures, data flow, how to use key reports and
inquiries, how to use SmartList to expand inquiry and analysis
capabilities, and tips and troubleshooting techniques to ensure the
integrity of your financial data.
Audience
Customers who would like a more in-depth
understanding of the Microsoft Dynamics GP system.
The class is targeted toward data entry clerks,
administrators; office managers, CEO's, and consultants who need to
understand the technical aspects of Microsoft Dynamics GP Foundation
and gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students will be
able to:
| • |
Customize System and
Company setup selections. |
| • |
Customize User and
Security setup. |
| • |
Use the Posting Setup
options to define posting processes. |
| • |
Use advanced
functionality, such as: Business Alerts, Activity Tracking,
Process Server, Named Printers, Custom Links, and Macros. |
| • |
Use inquiries and
reports to get at the information you want to access. |
| • |
Use SmartList to export
data to Microsoft Word or Microsoft Excel for further
analysis. |
| • |
Use tips and techniques
for troubleshooting. |
Prerequisites
Before attending this course, students must have:
| • |
Financial Series I
course or equivalent working experience with Microsoft
Dynamics GP. |
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.
Course Outline
Chapter 1: System Setup Procedures
The purpose of this chapter is to provide an
in-depth look at system functions, such as user and user class setup
options, registering your Microsoft Dynamics GP system, and
selecting user preferences. The impact of Advanced Security and
Field Level Security are discussed in detail in this chapter. Time
is spent exploring the options available for posting transactions,
concentrating on posting accounts and audit trail codes which are
essential to maintaining accurate financial information. We will
also look at the system reports that are available for creating a
permanent record of the selections made during the setup phase.
Main Topics
| • |
System Setup Procedures. |
| • |
System Password. |
| • |
User Classes. |
| • |
User Setup / Access /
Activity. |
| • |
Security Setup. |
| • |
User Preferences. |
| • |
Reminders. |
| • |
Registration. |
| • |
System Reports. |
| • |
Advanced Security. |
| • |
Field Level Security. |
| • |
Posting Setup. |
| • |
Posting Accounts Setup. |
| • |
Audit Trail Codes Setup. |
Lab: System & Company Setup
| • |
Setup User Class. |
| • |
Setup User. |
| • |
User Access. |
Lab: Reminders
| • |
Create and test a
reminder. |
Lab: Advanced Security
Lab: Field Level Security
| • |
Add Field Level
Security. |
Lab: Posting Setup
| • |
Modify existing posting
setup. |
After completing this chapter, students will be
able to:
| • |
Set up System and User
information |
| • |
Set up Security. |
| • |
Set User Preferences. |
| • |
Register Microsoft
Dynamics GP. |
| • |
Run System Reports. |
| • |
Use Advanced Security
and Field Security. |
| • |
Set up Posting. |
Chapter 2: Data Flow
This chapter focuses on how the modules are
integrated in your Microsoft Dynamics GP system. The use of source
documents and audit trail codes to quickly and easily retrieve
information is a major focus of this section. We will also explore
how to trace transactions back to their source using zoom
functionality instead of printing reports to analyze data.
Main Topics
| • |
Integration. |
| • |
Source Document Setup. |
| • |
Audit Trail Codes Setup. |
| • |
Tracing Transactions. |
Lab: Tracing Transactions
| • |
Retrieving information. |
| • |
Trace summary balance to
individual transactions. |
After completing this chapter, students will be
able to:
| • |
Set up Source Documents. |
| • |
Set up Audit Trail
Codes. |
| • |
Trace transactions back
to the source document. |
Chapter 3: Advanced Functionality
This chapter explores advanced techniques for
tracking processes such as failed login attempts, posting tracking
and file tracking. Creating business alerts to notify management of
predefined situations is discussed in this section. Time is spent
looking at ways of increasing productivity by using a process server
to handle workstation intensive processes and sending certain
processes to specific printers, such as having a designated check
printer. Macros, which automate processes such as printing reports,
performing backups, and routine procedures, are covered in this
chapter.
Main Topics
| • |
Activity Tracking. |
| • |
Business Alerts. |
| • |
Process Server Setup. |
| • |
Named Printers. |
| • |
Custom Links. |
| • |
Macros. |
| • |
Letter Writing
Assistant. |
Lab: Activity Tracking
| • |
Turn on Activity
Tracking. |
| • |
View Activity Tracking
reports. |
Lab: Named Printers
| • |
Setting up Named
Printers. |
Lab: Custom Links
| • |
Setting up Custom Links |
Lab: Creating Macros
| • |
Creating a Macro. |
| • |
Add Macro to Shortcut
Bar. |
Lab: Letter Writing Assistant
| • |
Create employee birthday
letters. |
After completing this chapter, students will be
able to:
| • |
Set up and remove
Activity Tracking. |
| • |
Create Business Alerts. |
| • |
Set up and use Process
Server. |
| • |
Set up Named Printers. |
| • |
Create Custom Links. |
| • |
Record and Play Macros. |
| • |
Use Letter Writing
Assistant. |
Chapter 4: SmartList
This chapter explores SmartList, an 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. |
| • |
Add Microsoft Dynamics
GP windows, macros and external links to the Shortcut Bar. |
| • |
How to make it easier to
navigate in Microsoft Dynamics GP using Shortcuts. |
| • |
How to manage a large
number of shortcuts |
Lab: SmartList
| • |
Create SmartList query. |
| • |
Export data to Microsoft
Word. |
Lab: SmartList: Export to Excel
| • |
Create SmartList query. |
| • |
Export data to Microsoft
Excel. |
After completing this chapter, students will be
able to:
| • |
Gain instant access to a
large variety of information in your Microsoft Dynamics GP
system using SmartList. |
| • |
Create and save views of
your data. |
| • |
Export data to Microsoft
Excel or Microsoft Word from SmartList. |
Chapter 5: Reports
The purpose of this chapter is to define ways to
print reports in Microsoft Dynamics GP. We will cover how to create
report options, print group reports for a specific series, or to
create combined group reports using data from multiple series.
Additionally, we will discuss the Process Monitor and how it
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. |
| • |
Process Monitor. |
Lab: Combined Groups
| • |
Create report options. |
| • |
Create a report group. |
| • |
Create Macro. |
| • |
Add Macro to Shortcut
Bar. |
After completing this chapter, students will 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. |
| • |
View background
processes on their local workstation or at the server level. |
Chapter 6: Tips & Troubleshooting
In this chapter we will examine the different
types of file maintenance that may be performed in your Microsoft
Dynamics GP system. We will discuss the steps that can be used to
recover data that may have become damaged. A checklist is presented
to help prepare for a call to your partner or request support on
Customer Source. We will look at the difference between warning
messages and error messages and how to resolve these situations.
Main Topics
| • |
File Maintenance. |
| • |
Error Messages. |
| • |
Data Recovery Checklist. |
| • |
Troubleshooting
Checklist. |
| • |
Batch Recovery. |
| • |
File Maintenance. |
| • |
Error Messages. |
| • |
Data Recovery Checklist. |
| • |
Troubleshooting
Checklist. |
| • |
Batch Recovery. |
Lab: File Maintenance
| • |
Perform Check Links
procedure. |
| • |
Reconcile customer
information. |
| • |
Reconcile vendor
information. |
| • |
Examine error logs. |
Lab: Warning Messages
| • |
Differentiating warning
and error messages. |
After completing this chapter, students will be
able to:
| • |
Perform file maintenance
procedures. |
| • |
Identify error messages. |
| • |
Troubleshoot errors. |
Chapter 7: Conclusion
In this chapter we will discuss the key points
that have been covered throughout this course.
Main Topics
| • |
Field Level Security
works with Advanced Security to provide additional security
for programs, fields, forms, and windows in Microsoft
Dynamics GP. |
| • |
Posting Setup is used to
determine how transactions are posted and posting reports
are printed. |
| • |
Activity Tracking allows
you to define types of activities that you can track for
each company and user. |
| • |
Business Alerts notify
key personnel of business-critical information. |
| • |
Process Server allows
you to use faster processing capabilities to increase
efficiency and performance of workstations by directing
processes to designated servers. |
| • |
Named Printers allows
output to be routed to a specific printer, such as a
designated check printer. |
| • |
Macros enhance
processing power by automating many tasks. |
| • |
SmartList is an inquiry
tool that can be used to access all types of accounting
data. |
| • |
Reports may be grouped
together and printed as one report. |
| • |
File Maintenance
procedures are designed to ensure maximum accuracy and
integrity of your accounting data. |
Appendix A: Smart Tags
This section contains information on Smart Tags or
links between Microsoft Office documents and data in Microsoft
Dynamics GP. The items that may be recognized and "tagged" in
Microsoft Office XP are discussed in the section. The focus of this
section is to highlight the benefits of Smart Tags and how you can
use them in your business.
Main Topics
| • |
How Smart Tags work. |
| • |
Smart Tag Benefits. |
After completing this chapter, students will be
able to:
| • |
Understand how Smart
Tags work. |
| • |
Recognize the ways Smart
Tags can make your business more productive. |
Appendix B: File Structure
This chapter contains information on how files are
organized in your Microsoft Dynamics GP system. We will look at the
naming conventions that are used and how to distinguish the type of
data that is contained in a table based on the numerical value
assigned to the table. The grouping of physical files into table
groups is also explored in this section.
Main Topics
| • |
Table Naming
Conventions. |
| • |
Table Groups and
Physical Tables. |
After completing this chapter, students will be
able to:
| • |
Understand how data
files are organized in Microsoft Dynamics GP. |
| • |
Determine the type of
data contained in a file based on its numerical value. |
Appendix C: Table Descriptions
This chapter contains information on the tables,
windows, and fields that are used throughout Microsoft Dynamics GP.
We will look at how to access the Table Descriptions window which
will display a list of all tables associated with a particular
product and series. Field Descriptions displays a list of tables
where a particular field of data is contained and Window
descriptions shows how windows are grouped together into forms that
make the flow of data through the system much more efficient. A
listing of the current tables, arranged by series is provided in
this section.
Main Topics
| • |
Table Descriptions. |
| • |
Field Descriptions. |
| • |
Window Descriptions. |
| • |
Microsoft Dynamics GP
Tables by Series. |
After completing this chapter, students will be
able to:
| • |
Understand how data
files are organized in Microsoft Dynamics GP. |
| • |
Determine the type of
data contained in a file based on its numerical value. |
| • |
Use the Microsoft
Dynamics GP Tables by Series listing to determine the
display name, technical name, or physical name of a data
file and the table group to which it belongs. |
Appendix D: Professional Service Tools Library
This chapter contains information on the
Professional Services Tools Library and how it can provide help for
users to consolidate and change critical data - quickly and
accurately. Users can purchase tool individually, select any three
tools or purchase the entire library.
Main Topics
| • |
Financial Series Tools. |
| • |
Purchase Series Tools. |
| • |
Sales Series Tools. |
| • |
Payroll Series Tools. |
| • |
Inventory Tools. |
| • |
System tools. |
| • |
Tools Available
Separately. |
| • |
Related Service
Offering. |
After completing this chapter, students will be
able to:
| • |
Understand the tools
that are available in the Professional Service Tools Library
and how they can be used in your organization. |
Appendix E: Keyboard Equivalents
If you are someone who likes to use the keyboard
instead of a mouse, this chapter is for you! A list of the common
keyboard equivalents is provided to help speed data entry. We will
also focus on tab sequences, field to field navigation, and how the
default button can be used to navigate throughout your Microsoft
Dynamics GP system.
Main Topics
| • |
Tab Sequence. |
| • |
Field to Field
navigation. |
| • |
Default Button. |
| • |
Keyboard Equivalents. |
After completing this chapter, students will be
able to:
| • |
Navigate throughout
Microsoft Dynamics GP using tab sequences and field to field
navigation. |
| • |
Utilize keyboard
equivalents to speed data entry. |
Appendix F: Solutions to Short Answer Exercises
This chapter contains answers to the exercises
found in the course.
Main Topics
| • |
System, Company, &
Posting Setup |
| • |
Advanced Functionality |
| • |
SmartList |
| • |
Reports |
| • |
Tips & Troubleshooting |
