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Chapter 1: Overview
This chapter provides a general overview of the features and benefits of using the Contract Administration module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.
Main Topics
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Contract Administration Features and Benefits |
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Contract Administration Overview |
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Integration |
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Contract Administration Roadmap |
After completing this chapter, students should be able to:
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Identify the features and benefits available when using Contract Administration. |
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Discuss integration that takes place between Contract Administration and other modules within the application. |
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Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Contract Administration. |
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the Contract Administration module. We will examine the pre-requisite setup and overlapping windows to make Contracts operate smoothly. Contract Administration setup reports are also discussed briefly.
Main Topics
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Contract Administration Setup Checklist |
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Setup Procedures for Other Modules |
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Item maintenance |
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Contract Type Maintenance |
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Contract Pricing Maintenance |
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Contract Setup |
Labs
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Setup precursor data for Returns |
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Create Customer and Item extensions |
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Create RMA Types |
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Update RMA Types for Ready Close status |
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Create RTV Types |
Labs
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Contract Setup |
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Contract Price Books |
After completing this chapter, students should be able to:
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Customize settings for the Contract Administration module. |
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Setup extended data for customers and items. |
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Create Contract types. |
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Create Contract price books. |
Chapter 3: Equipment Maintenance
This chapter helps the student to understand the equipment master and it's relationship to inventory and customers and how it is used in the Contracts module.
Main Topics
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Inventory vs. Equipment |
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Equipment maintenance |
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System Configuration maintenance |
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Equipment meter readings |
Labs
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Create Equipment Maintenance records manually |
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Create Equipment records from SOP |
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Create Equipment records from PO Receiving |
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Test your knowledge - Equipment maintenance |
After completing this chapter, students should be able to:
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Enter and edit equipment records. |
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Perform actions related to equipment. |
Chapter 4: Contract Entry
This chapter describes how to enter contracts and reviews available features for billing and revenue recognition variations.
Main Topics
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Quick Start - Contract Entry |
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Contract Record Types |
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Contract Header |
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Contract Renewal options |
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Contract Sites |
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Contract Lines |
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Sales Contract Entry |
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Contract Transfer |
Labs
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Basic Contract Entry |
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Contract Entry - discounts |
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Sales Contract Entry |
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Contract Entry - Quote |
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Contract Transfer |
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Test Your knowledge |
After completing this chapter, students should be able to:
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Enter all types of contracts - quotes, templates, contracts. |
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Set up additional features for renewal and revenue recognition. |
Chapter 5: Contract Daily Procedures
This chapter discusses where to locate information about the contract to understand profitability and remaining invoices or revenue. The student will learn the process for billing and recognizing revenue. A review of the various ways to cancel contracts is discussed.
Main Topics
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Locating billing & revenue information |
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Post contract invoices |
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Revenue Recognition |
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Cancelling contracts |
Labs
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Canceling Contracts |
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Contract Billing |
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Revenue Recognition |
After completing this chapter, students should be able to:
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Know how to analyze a live contract. |
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Post contract invoices. |
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Post revenue recognition. |
Chapter 6: Contract Maintenance
This chapter discusses additional routines and utilities for the contract administration module
Main Topics
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Renewing Contracts |
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Deleting & Purging contracts |
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Inquiry and Reports |
Labs
After completing this chapter, students should be able to:
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Print contract renewal letters. |
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Renew contracts individually or en masse via several different methods. |
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Know the available inquiries and reports. |
Chapter 7: Meters
This chapter discusses the concepts of meter billing.
Main Topics
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Contract Type Meters |
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Equipment Meter readings |
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Posting Meters |
After completing this chapter, students should be able to:
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Setup metered equipment. |
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Post meter readings. |
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Setup and bill for meter overages. |
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