8506: Microsoft Dynamics GP Foundation (1 Day)
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.
Objectives:
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
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