8821: Project Series in Microsoft Dynamics GP 10.0

8821: Project Series in Microsoft Dynamics GP 10.0 Course Description

Intended Audience for the 8821: Project Series in Microsoft Dynamics GP 10.0 Course

• People who would like to learn features and procedures required to effectively use Microsoft Dynamics GP Project Accounting. Project Accounting training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, and consultants who need to understand the technical aspects of Project Accounting and gain knowledge of the application functionality.

Training Packages & Career Tracks that include the 8821: Project Series in Microsoft Dynamics GP 10.0 Course

• Microsoft Dynamics GP 10.0 - Project Series

8821: Project Series in Microsoft Dynamics GP 10.0 Course Objectives

• Perform all Project Accounting related data entry functions including customer invoicing and cost transactions (Timesheets, Employee Expenses, etc.).
• Perform maintenance on Project Accounting documents and maintenance records such as customers, employees, and vendors.
• Configure Contracts, Projects, and Cost Categories.
• Set up and configure Billing Cycles to facilitate automated billing.
• Create and assign rate tables to manage cost and billing rates.
• Create and use Contract and Project Templates.
• Use reports and inquiry windows in Project Accounting to extract whatever project related information is applicable to your business.

8821: Project Series in Microsoft Dynamics GP 10.0 Course Outline

1. Overview and System Setup
   1. Product Relationships
   2. Key Concepts
   3. Integration
   4. Holistic view of Project Accounting suite
   5. User Security
   6. Posting Setup
2. Project Accounting Setup
   1. Project User Setup
   2. Project Accounting setup
   3. Timesheet, Equipment, Miscellaneous, Inventory Transfer, Employee Expense, Purchase Order, Purchasing Invoice Setup
   4. Billing Setup
   5. Billing Notes & Reports
   6. Lab: Project Setup
   7. Setup the Project Accounting module
   8. Lab: Timesheet, Equipment, Miscellaneous, Inventory Transfer, Employee Expense, Purchase Order, and Purchasing Invoice Setup
   9. Set up the transaction setup window for each of the cost transaction types
   10. Lab: Billing Setup
   11. Set up the Billing functionality for Project Accounting
   12. Create a Miscellaneous ID
3. Configuring Master Records
   1. PA Customer, Employee, and Vendor Options
   2. Equipment ID and Miscellaneous ID Setup
   3. Project Accounting Setup and Options
   4. Cost Category Maintenance
   5. Rate Tables
   6. Billing Cycle Maintenance
   7. Fees
   8. Lab: Customer Class Setup
   9. Create a Customer Class for use in Project Accounting
   10. Lab: Employee Maintenance
   11. Add Project Accounting info to the PA Employee Options window
   12. Lab: Equipment Class Setup & Equipment Maintenance
   13. Create an Equipment Class
   14. Create an Equipment ID
   15. Lab: Miscellaneous Class Setup & Miscellaneous Maintenance
   16. Modify an existing Customer Class
   17. Create a Miscellaneous ID
   18. Lab: Cost Category Class Setup & Cost Category Maintenance
   19. Add a new Cost Category class
   20. Create a new Cost Category ID
   21. Modify existing Cost Categories
   22. Lab: Position, Employee and Equipment Rate Tables
   23. Create a new Rate Table for each type
   24. Lab: Billing Cycle Maintenance
   25. Create two new Billing Cycle IDs
   26. Lab: Fee Maintenance
   27. Create a new Fee ID for each of the four fee types
4. Contracts and Projects
   1. Contracts and Projects
   2. Project Types and Accounting Methods
   3. 3rd Party Billing
   4. Change Order Maintenance
   5. Budgeting
   6. Templates
   7. Lab: Contract Maintenance
   8. Create and configure a new Contract
   9. Lab: Project Maintenance
   10. Create and configure three new projects one for each Project Type.
   11. Lab: Template Maintenance & Copying Templates
   12. Create and configure a new template for a contract and project
   13. Copy the template settings to a new contract
5. Transaction Entry
   1. Transaction Entry Overview
   2. Posting Overview
   3. Timesheet Entry
   4. Employee Expense Entry
   5. Equipment & Miscellaneous Log Entry
   6. Lab: Timesheet Entry
   7. Enter and post a timesheet
   8. Lab: Employee Expense Entry
   9. Enter and post an employee expense
   10. Lab: Equipment Log Entry
   11. Enter and post an equipment log transaction
   12. Lab: Miscellaneous Log Entry
   13. Enter and post a miscellaneous log transaction
6. Purchasing and Inventory
   1. Purchase Orders and Receiving transactions
   2. Inventory Transfer Entry
   3. Edit purchase orders
   4. Lab: Purchase Order entry
   5. Enter a purchase order
   6. Lab: Receiving Transactions
   7. Enter and post a receiving transaction that matches to the previous lab.
   8. Lab: Purchasing Invoice Transactions
   9. Enter and post a purchasing invoice transaction that matches to the previous lab.
   10. Lab: Inventory Transfer Transactions
   11. Enter and Post an Inventory Transfer transaction.
7. Billing and Revenue Recognition
   1. Cycle Biller
   2. Billing Entry
   3. Time & Material invoicing vs. Progress Billings
   4. Revenue Recognition
   5. Cash Receipts applied to invoices
   6. Lab: Billing Cycle
   7. Process Cycle Biller.
   8. Lab: Billing Entry
   9. Enter and post billing invoices
   10. Lab: Cash Receipt
   11. Enter a Cash Receipt
   12. Apply the receipt to a Project Accounting Invoice.
   13. Lab: Revenue Recognition
   14. Enter and post a Revenue Recognition transaction.
   15. Apply the receipt to a Project Accounting Invoice.
8. Maintaining Records
   1. Aging Process
   2. Aging WIP Process
   3. Paid Sales Transaction Removal
   4. Remove Completed Purchase Orders
   5. Close Fiscal Period

Benefits of taking the 8821: Project Series in Microsoft Dynamics GP 10.0 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.

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  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.

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• Actual Client Testimonials

  Nov 15 2011 The Instructor definitely Met the expectations. The Learning Experience was a good starting point. The accomodations were excellent and the Training will be a good starting point for future knowledge increase. -Riste. T Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Sep 29 2011 The instructor was very knowledgeable covered the material very well. The accommodations are above and beyond what I expected. The learning experience was great. Everything ran smoothly and I'm learning more than I hoped. This class has already had an impact on my career, potential employers were impressed that I was taking both courses on my own(I took vacation and paid myself) I received and accepted the job offer last Monday. -Benjerman R. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Sep 06 2011 Stan was great, knowledgeable and willing to answer any questions with depth and accuracy. -Christopher W. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Sep 06 2011 Instructor had a great level of experience for the class. Good labs. Didn't really know how I would do on 10 hour days, but it was a good pace and didn't prove to be a problem. -Stan W. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Aug 23 2011 Overall the training facilities and instructor were great. -Kris S. Course(s) Taken Microsoft Dynamics GP - Other

  
  

  Aug 16 2011 Learned a lot of very useful information. Enjoyed the class and discussion. -Sandra W. Course(s) Taken Microsoft Dynamics NAV - Other

  
  

  Aug 02 2011 Classroom environment was good. Remote users delayed class due to connection issue. Highly recommend instructor begin 45min earlier than class time to confirm connections. Disappointed by some content being dropped from the training such as workflows, some more advanced out of the box options. Instructor had some real world examples which assisted with learning. Some questions that I felt were important to new CRM users and customizes could have been more patiently addressed. Labs and books were very detailed about the content covered. Need morning snacks. Afternoon snacks should be expanded Lunch was excellent. -Deborah B. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Feb 04 2011 Very Informative. -Jackie H. Course(s) Taken Microsoft Dynamics GP 10.0 - Financials

  
  
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