Lesson 1: Introduction
- Great Plains Series
- Integration
- Toolbar
- Menu Bar
- Window Components
- Keyboard Equivalents
- Notes: Record-Level, Window-level and OLE
- Online Documentation
- User Preferences
Lesson 2: SmartList
- Types of SmartList objects
- Creating SmartList Favorites
- Linking to related Great Plains windows
- Exporting data to Microsoft Word or Microsoft Excel
- Add Great Plains windows, macros and external links to the Shortcut Bar
- How to make it easier to navigate in Great Plains using Shortcuts
- How to manage a large number of shortcuts
Lesson 3: Great Plains Reports
- Report Options
- Report Groups
- Combined Groups
- Named Printers
- Process Monitor
Lesson 4: Posting Setup Procedures
- Transaction Posting Methods
- Posting Setup
- Posting Accounts Setup
- Source Documents
- Audit Trail Codes
- Batch Inquiry
Lesson 5: Company Setup Procedures
- Switching Users and Company
- Company Information
- Global Features
- Internet Information
- Fiscal Periods
- Account Format
- Credit Cards
- Shipping Methods
- Payment Terms
- Custom Links
- Company Reports
Lesson 6: Great Plains Taxes
- Tax Detail and Tax Schedule Overview
- Tax Details
- Determine Tax Calculations
- Select the Qualifiers
- Tax Schedules
- Tax Calculation Examples
Lesson 7: Personalizing Great Plains
- Routine Checklists
- Palettes
- Using Macros
Lesson 8: Business Alerts and Process Server
- Business Alerts
- Activity Tracking
- Process Server
Lesson 9: Conclusion
- Personalizing Great Plains
- Interaction with the Internet
- Levels of accounting controls
- Alerts for specific business events
- Control over the way Great Plains works through the variety of available setup options
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