Module 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.

Lessons

• Microsoft Dynamics GP Series
• Integration
• Address Bar
• Main Toolbar
• Menus
• Advanced Lookups
• Window Components
• Notes
• User Preferences
• Tasks & Reminders
• Navigation Pane
• Home Pages
• Help

After completing this chapter, students will be able to:

Module 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.

Lessons

• SmartList Objects
• Creating SmartList Favorites
• Report Options
• Printing Reports
• Report Groups
• Excel Reports
• Named Printers
• Process Monitor

After completing this chapter, students will be able to:

Module 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.

Lessons

• Registration
• Security Tasks
• Security Roles
• User Setup
• User Security
• User Classes
• Posting Setup
• Posting Accounts Setup
• Source Documents
• Audit Trail Codes
• Tracing Transactions

After completing this chapter, students will be able to:

Module 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.

Lessons

• Creating Companies
• Setup Checklist
• Account Format
• Fiscal Periods
• Company Information
• Internet Information
• Shipping Methods
• Payment Terms
• Credit Cards
• Custom Links
• Other Company Setups
• Taxes

After completing this chapter, students will be able to:

Module 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.

Lessons

• Series Checklists
• Customizing Toolbars
• Activity Tracking
• Process Server
• Macros
• Installation Customization Options
• Table, Field and Window Information
• Backups

After completing this chapter, students will be able to:

Module 6: Appendix: Job Aids

This appendix includes job aids that are used in Payables Management.