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MS Dynamics GP 9.0 Support
MS Dynamics GP 10

Solomon

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Accounting Software
Foundation I in Microsoft Dynamics GP 9.0
Course Description


Introduction
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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.

Course Objectives:

  • 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
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Course Outline
  • Chapter 1: Overview

    • Microsoft Dynamics GP Series
    • Integration
    • Identify series in Microsoft Dynamics GP
    • Understand basic integration flows in Microsoft Dynamics GP
  • Chapter 2: Basic Elements

    • Toolbar
    • Menu Bar
    • Window Components
    • Keyboard Equivalents
    • Notes: Record-Level, Window-level, and OLE
    • Help
    • User Preferences
    • Role-based Home Pages
    • Setup Checklist
    • Navigation Pane

  • Chapter 3: SmartList

    • Types of SmartList objects
    • Creating SmartList Favorites
    • Linking to related Microsoft Dynamics GP windows
    • Exporting data to Microsoft Word or Microsoft Excel
  • Chapter 4: Reports & Inquiry
    • Report Options
    • Report Groups
    • Combined Groups
    • Named Printers
    • Process Monitor

  • Chapter 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

  • Chapter 6: Posting Setup Procedures

    • Transaction Posting Methods
    • Posting Setup
    • Posting Accounts Setup
    • Source Documents
    • Audit Trail Codes
    • Batch Inquiry

  • Chapter 7: Taxes

    • Tax Detail and Tax Schedule Overview
    • Tax Details
    • Determine Tax Calculations
    • Select the Qualifiers
    • Tax Schedules
    • Tax Calculation Examples

  • Chapter 8: Customization

    • Routine Checklists
    • Customizing Toolbars
    • Using Macros

  • Chapter 9: Business Alerts and Process Server

    • Business Alerts
    • Activity Tracking
    • Process Server
  •  


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