Microsoft Dynamics GP 10.0: Financial I - Boot Camp

Microsoft Dynamics GP 10.0: Financial I - Boot Camp Course Description

Intended Audience for the Microsoft Dynamics GP 10.0: Financial I - Boot Camp Course

• Customers wanting to learn the basic features and elements required to effectively use each Microsoft Dynamics GP module. The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Foundation and gain basic general knowledge of the application functionality.
• Before attending this course, students should have general knowledge of Microsoft Windows and basic knowledge of accounting principles.
• Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use General Ledger.

Microsoft Dynamics GP 10.0: Financial I - Boot Camp 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
• Customize General Ledger settings
• Set up a chart of accounts including: posting, unit, and allocation accounts
• Enter and post transactions using transaction or batch posting methods
• Perform key inquiries and print reports in General Ledger
• Complete period-end and year-end procedures
• Perform all Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices
• Perform maintenance on Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments
• Apply payments and prepayments to customer balances or against specific invoices
• Print standard reports for audit trail purposes, financial analysis and to verify data entry
• Identify the impact of the Receivables Management module on other modules
• Troubleshoot and correct input errors including incorrect posting date or incorrect document amounts
• Perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.
• Perform all Payables Management related data entry functions including vendor invoicing, check processing, recurring vouchers, and manual checks
• Perform maintenance on payables management documents and other records such as vendors and recurring invoices
• Select documents for payment and make appropriate adjustments to payment amounts prior to check processing
• Print standard reports to verify data and financial analysis for audit trail purposes
• Identify the impact of the Payables Management module on other Microsoft Dynamics GP modules
• Troubleshoot and correct input errors including an incorrect posting period and how to void checks
• Customize the setup of Bank Reconciliation to fit their business needs.
• Perform all Bank Reconciliation related data entry functions, including bank transactions, bank deposits, and bank transfers.
• Perform maintenance on Bank Reconciliation documents and records such checkbooks.
• Print standard reports for audit trail purposes, financial analysis, and to verify data entry.
• Identify the impact of the Bank Reconciliation module on other modules.
• Troubleshoot and correct input errors, including incorrect posting date or incorrect document amounts.
• Perform the bank reconciliation process.
• Perform all Fixed Assets related data entry functions including creating asset records
• Maintain asset records using transfers, changes, and retirements
• Print detailed reports to verify data and financial analysis for audit trail purposes such as posting journals, depreciation registers, financial details and other asset reports
• Identify the impact of the Fixed Assets module on other Microsoft Dynamics GP modules
• Troubleshoot and correct input errors including an incorrect posting period and how to delete records

The Microsoft Dynamics GP 10.0: Financial I - Boot Camp Course prepare students for the following Exams

• MB3-528 : Microsoft Dynamics GP 10.0 Financials

Microsoft Dynamics GP 10.0: Financial I - Boot Camp Course Outline

1. Overview and Basic Elements
   1. Microsoft Dynamics GP Series
   2. Integration
   3. Address Bar
   4. Main Toolbar
   5. Menus
   6. Advanced Lookups
   7. Window Components
   8. Notes
   9. User Preferences
   10. Tasks & Reminders
   11. Navigation Pane
   12. Home Pages
   13. Help
2. SmartList, Reports and Inquiries
   1. SmartList Objects
   2. Creating SmartList Favorites
   3. Report Options
   4. Printing Reports
   5. Report Groups
   6. Excel Reports
   7. Named Printers
   8. Process Monitor
3. System and Posting Setup
   1. Registration
   2. Security Tasks
   3. Security Roles
   4. User Setup
   5. User Security
   6. User Classes
   7. Posting Setup
   8. Posting Accounts Setup
   9. Source Documents
   10. Audit Trail Codes
   11. Tracing Transactions
4. Company Setup Procedures
   1. Creating Companies
   2. Setup Checklist
   3. Account Format
   4. Fiscal Periods
   5. Company Information
   6. Internet Information
   7. Shipping Methods
   8. Payment Terms
   9. Credit Cards
   10. Custom Links
   11. Other Company Setups
   12. Taxes
5. Customization and Utilities
   1. Series Checklists
   2. Customizing Toolbars
   3. Activity Tracking
   4. Process Server
   5. Macros
   6. Installation Customization Options
   7. Table, Field and Window Information
   8. Backups
   9. Labs
   10. Checklists
   11. Toolbars
6. Overview and Setup
   1. General Ledger Features and Benefits
   2. Integration
   3. General Ledger Setup
   4. Account Categories
   5. Posting Accounts Setup
   6. Unit Accounts Setup
   7. Fixed Allocation Account Setup
   8. Variable Allocation Account Setup
   9. Account Segment Setup
   10. Mass Modify Chart of Accounts
   11. Defining the Retained Earnings Account
   12. Setting up Budgets
   13. Excel-based Budgeting
   14. Budget Maintenance
   15. Quick Journal Setup
   16. Transaction Matching Setup
   17. Entering Beginning Balances
7. Daily Procedures
   1. Batch Entry
   2. Transaction Entry
   3. Calculate Taxes in General Ledger
   4. Clearing Transaction Entry
   5. Quick Journal Entry
   6. Linking Transactions
   7. Batch Recovery
8. Additional Functionality
   1. Multidimensional Analysis Groups and Codes
   2. Assigning Analysis Groups to Accounts
   3. Entering Transactions using Multidimensional Analysis
   4. Performing Multidimensional Analysis Inquiries
   5. Defining Intercompany Relationships
   6. Entering Intercompany Transactions
   7. Posting Intercompany Transactions
   8. Organizational Structures Setup
   9. Define Organizational Relationships
   10. Assigning User Classes to Organizational Structures
   11. Assigning Users to Organizational Structures
   12. Assigning Individual Accounts to Organizational Structures
   13. Activating Account Security
9. Maintaining Records
   1. Correcting a Posted Transaction
   2. Change, Inactivate and Delete Account Records
   3. Reconcile
   4. Reconcile to GL
   5. Remove History
   6. Archive Matched Transactions
   7. Account Rollups
   8. Using Inquiries
   9. Report Options and Printing
   10. Report Groups
   11. Report List
10. Period-End Procedures
    1. Period-End Closing
    2. Year-End Closing
    3. Quick Financial Statements
    4. Printing Financial Statements
    5. Advanced Financial Analysis
11. Overview & Setup Procedures
    1. Receivables Management Features and Benefits
    2. Receivables Management Overview
    3. Receivables Management Setup Checklist
    4. Company and Posting Setup Procedures
    5. Receivables Management Setup and Options
    6. Sales Territory Maintenance
    7. Salesperson Maintenance
    8. Customer Class Setup
    9. Customer Maintenance
    10. Customer Account Maintenance
    11. Customer Maintenance Options
    12. National Accounts Maintenance
    13. Refund Checks Setup
    14. Receivables Management Setup Reports
    15. Beginning Balances
    16. Customer Summary
12. Daily Procedures
    1. Transaction Entry Overview
    2. Posting Overview
    3. Receivables Batch Entry
    4. Receivables Transaction Entry
    5. Applying Documents
    6. Post Transactions
    7. Scheduled Payments Checklist
    8. Scheduled Payments Entry
    9. Entering Cash Receipts
    10. Apply Posted Transactions
    11. Entering Refund Checks
    12. Batch Recovery
13. Maintaining Records
    1. Handling NSF checks, Voiding, and Waiving Posted Transactions
    2. Change and Delete Records
    3. Edit posted transactions
    4. Remove History
    5. Reconcile
    6. Retrieve Information
    7. Creating Report Options
    8. Creating and Printing Report Groups
14. Period-End Procedures
    1. Period-end Checklist
    2. Aging Process
    3. Assess Finance Charges
    4. Print and/or Reprint Customer Statements
    5. Transfer Sales Commission
    6. Write Off Documents
    7. Paid Sales Transaction Removal
    8. Reconcile Receivables Management to General Ledger
    9. Closing the Fiscal Period
    10. Calendar Year-end Closing
    11. Fiscal Year-end Closing
    12. Fiscal Year-end Closing
    13. Fiscal Year-end Closing
    14. Tax Year-end Close
15. Overview and Setup Procedures
    1. Bank Reconciliation Features and Benefits
    2. Bank Reconciliation Integration
    3. Bank Reconciliation Setup and Options
    4. Checkbook Maintenance
    5. Transfer Existing Checkbooks to Bank Reconciliation
    6. Bank Reconciliation Setup
    7. Checkbook Setup
16. Daily Procedures
    1. Bank Transaction Entry
    2. Receipt Transactions
    3. Miscellaneous Checks
    4. Bank Transfer Entry
    5. Create Bank Deposits
    6. Bank Deposit Entry
17. Reconcile Bank Statements
    1. Reconcile Bank Statements Window
    2. Selecting Bank Transactions
    3. Enter Adjustments for Miscellaneous Transactions
    4. Print Preview Reports
    5. Enter Adjustments for Cleared Differences
    6. Reconcile the Checkbook
18. Maintaining Records
    1. Voiding a Bank Transaction
    2. Voiding a Bank Transfer
    3. Voiding a Deposit
    4. Deleting a Checkbook
    5. Removing History
    6. Using Inquiries
    7. Report Options
    8. Report Groups
19. Overview and Setup Procedures
    1. What is a Fixed Asset?
    2. Fixed Assets Features and Benefits
    3. Fixed Assets Setup Checklist
    4. Company and Financial Setup Procedures
    5. Build Fixed Assets Fiscal Calendar File
    6. Enter Quarter Records and Synchronize to Fiscal Years
    7. Purchasing Interface Options
    8. Account Groups
    9. Post Accounts
    10. Insurance Class Records
    11. Class Records
    12. Book Records
    13. Book Class Records
    14. Fixed Assets Setup
    15. Lease Company Records
    16. Location Records
    17. Physical Location Records
    18. Retirement Setup Records
    19. Structure Records
    20. Fixed Assets User Preferences
    21. Fixed Assets Setup Reports
    22. Entering Existing Assets
20. Daily Procedures
    1. Fixed Assets Daily Procedures Checklist
    2. Asset General Information
    3. Asset Account Information
    4. Asset Book Information
    5. Asset Book ITC Information
    6. Asset Insurance Records
    7. Asset Lease Information
    8. Asset User Data
    9. Payables Management Interface
    10. Purchase Order Processing Interface
    11. Purchasing Transactions Integration Issues
    12. Fixed Assets Inventory Reports
21. Maintaining Records
    1. Select Assets
    2. Depreciation Projections for a single asset or group of assets
    3. Changing Asset Information
    4. Changing Asset Book Information
    5. Mass Change
    6. Transferring Assets
    7. Mass Transfer
    8. Retiring Assets
    9. Mass Retirement
    10. Retire Undo
    11. File Maintenance
    12. Deleting Assets
    13. Reconcile
    14. Retrieve Information
    15. Fixed Assets Projection, Transaction, and Utility Reports
22. Period-End Procedures
    1. Fixed Assets Period-end Checklist
    2. Calculate Depreciation
    3. General Ledger Posting
    4. Reconcile Fixed Assets to General Ledger
    5. Purge Purchasing Transactions
    6. Fixed Assets Year End Checklist
    7. Year-End Reports and Routine
    8. Rebuild Fixed Assets Fiscal Year Calendar File
    9. Purge Inactive Asset Records
    10. Fixed Assets Period-end & Year-end Reports

Benefits of taking the Microsoft Dynamics GP 10.0: Financial I - Boot Camp course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

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• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
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