This one-day Microsoft Dynamics GP Foundation course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use 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.
Chapter 1: Overview and Basic Elements
This chapter introduces the the series and the integration concepts. This chapter also introduces many of the basic elements used throughout Microsoft Dynamics GP. The main window of the application is discussed, and common window functions and objects in Microsoft Dynamics GP are identified and explained.
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After completing this chapter, students should be able to:
Chapter 2: SmartList, Reports and Inquiries
This chapter discusses SmartList, an inquiry tool that can be used to access data. SmartList uses sets of predefined search criteria or "objects." Users can create an unlimited number of searches or "views" and save them as "Favorites" in the system. The Process Monitor and the concept of Named Printers is discussed and introduced in this chapter. Creating Report Options and using Report Lists and Inquiries are also a focus of this chapter.
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After completing this chapter, students should be able to:
Chapter 3: System and Posting Setup
In this chapter, some basic system setups are discussed along with information about the different ways to post transactions in Microsoft Dynamics GP. System setups discussed include security, users and user classes. Posting Setup is discussed along with related topics such as audit trails and source documents.
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After completing this chapter, students should be able to:
Chapter 4: Company Setup Procedures
This chapter examines 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. This chapter looks at the company reports that are available to create a permanent record of the settings that are used when the company is set up.
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After completing this chapter, students should be able to:
Chapter 5: Customization and Utilities
The focus of this chapter is on the ways to customize a number of elements in the Microsoft Dynamics GP system to specific needs, enabling work to be completed more efficiently. Additionally, resource information on tables and fields are discussed and some miscellaneous system utilities are also a focus of this chapter.
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After completing this chapter, students should be able to:
Before attending this course, students must have:
After completing this course, students should be able to:
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.