> Dynamics GP Fundamentals

> Dynamics GP - Distribution Fundamentals

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Dynamics GP Fundamentals

Dynamics GP Fundamentals - System Manager, General Ledger, Payables Management, Receivables Management and Payroll

Day 1: Foundation (System Manager)
Day 2: General Ledger
Day 3: Payables Management
Day 4: Receivables Management
Day 5: Bank Reconciliation

Dynamics GP Fundamentals is a series of classes designed to teach the basic features of each Microsoft Dynamics GP (formerly Great Plains Dynamics) module and how to use them effectively. Taught by members of our top-rated Dynamics team, these classes are intended specifically for the new Microsoft Dynamics GP Business Solution Partner customers or those learning new modules.

Each session concentrates on an individual module or set of closely related modules. All classes will teach you setup procedures, how to enter and post transactions, the purpose and use of the utility screens, how to use key reports and inquiries, proper period-end procedures and tips to speed data entry.

By actively participating in these classes, you should learn:
• How to customize the setup of module to fit your business
• How to setup key records, such as vendors in the Payables class
• How to enter and post transactions using various methods
• How to maintain the data that is accumulating in your system
• How to use inquiries and reports to get at the information you wish to access
• How to complete period and year-end procedures in each module

Who should Attend?
Customers wishing to learn the basic features and to develop a working knowledge of the typical day to day procedures required to effectively use each Dynamics module.

Course Agenda :

Day 1: 10:00-5:00 Dynamics Foundation 101

Navigation
Keyboard equivalents
System setup procedures
Report options and groups
Company setup
Posting setup
Explorer
Personalizing Dynamics

Day 2: 10:00-5:00 General Ledger 101

General Ledger setup
Account structure
Creating charts of accounts, budgets and quick journals
Recording and posting general ledger transactions
Reports and inquiries
Year-end procedures

Day 3: 10:00-5:00 Payables Management 101

Payables setup options
Setting up vendors and classes
Entering and posting vouchers and credit memos
Applying documents
Processing manual and computer checks
Placing or releasing holds
Voiding vouchers and payments
Key reports and inquiries
Year-end procedures
1099s

Day 4: 10:00-5:00 Receivables Management 101

Receivables setup options
Setting up customers and classes
Setting up salespeople and territories
Entering and posting sales transactions
Recording cash receipts
Handling NSF checks, voiding and waiving transactions
Aging customer accounts
Assessing finance charges
Printing customer statements
Performing paid transaction removal
Year-end procedures
Reports and inquiries

Day 5: 10:00-5:00 Payroll

Payroll
Setup options
Setting up payroll codes and taxes
Setting up employee classes and records
Entering time card information
Processing computer and manual checks
Maintaining payroll records
Voiding payroll checks
Mass employee updating
Month-to-date, quarter-to-date, and year-to date procedures
Key reports and inquiries

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For additional information about these courses, or to customize a course for your company, contact:

David Smooha
dsmooha@bspny.com
(516) 609-5010

Dynamics GP - Distribution Fundamentals

Day 1: Inventory
Day 2: Purchase Order Processing
Day 3: Sales Order Processing

This course develops knowledge of the Inventory, Purchase Order Processing and Sales Order Processing modules. Topics discussed are the setup required to process inventory transactions, purchase orders and sales invoices. You will also learn the integration between the Inventory, Purchase Order Processing and Sales Order Processing modules, as well as how they integrate with other Microsoft Dynamics GP modules to streamline the workflow of your business.

This class consists of three sessions. You will be able to customize this class to fit your needs by choosing to attend the full course or any combination of individual sessions.

Day 1 - Inventory
Day 2 - Purchase Order Processing and Purchase Order Enhancements
Day 3 - Sales Order Processing

Who Should Attend?
Distribution Series training is recommended for Customers who plan to utilize the Inventory, Purchase Order Processing and Sales Order Processing modules and have a working knowledge of the Dynamics GP financial applications.

By actively participating in this class, you should learn:

Day 1: 9:30 - 5:00 Inventory
-Set up the Inventory module, including creating items and price lists
-How to use ABC Analysis to focus on your most important inventory items
-How to enter adjustments to your inventory quantities
-Create a stock calendar and stock count schedule

Day 2: 9:30 - 5:00 Purchase Order Processing & Enhancements
-Set up the Purchase Order Processing module
-Create a purchase order, receive the items, receive the invoice, and how it updates inventory
-Use Commitments and Approvals Management processes in the Purchase Order module
-How to generate purchase orders when shortages occur in Sales Order Processing

Day 3: 9:30 - 5:00 Sales Order Processing
-Set up the Sales Order Processing module
-Create invoices, quotes, orders, returns, and back orders in Sales Order Processing
-Customize the allocation and fulfillment processes for sales transactions
-How to automatically create a purchase order for shortages of inventory items on sales transaction.

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For additional information about these courses, or to customize a course for your company, contact:

David Smooha
dsmooha@bspny.com
(516) 609-5010