8832: Project Management and Accounting in Microsoft Dynamics SL 7.0

8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 Course Description

Intended Audience for the 8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 Course

• People who would like to learn features and procedures required to effectively use and implement Microsoft Dynamics SL Project Controller, Allocator, Time and Expense for Projects and Flexible Billings. This course is recommended for anyone who plans to implement, use, maintain, consult, or support these Microsoft Dynamics SL Project modules. The class is targeted toward anyone who need to understand the technical aspects of these modules and gain foundational knowledge of the application functionality.

Training Packages & Career Tracks that include the 8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 Course

• Microsoft Dynamics SL 7.0 - Project Series

8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 Course Objectives

• Understand terminology in the project management environment.
• Explain how maintenance, data entry, and process screens work for each of the modules covered.
• Define projects, tasks, and account categories.
• Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Project Series.
• Identify the primary pitfalls or challenges in implementing the modules.

8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 Course Outline

1. Controller
   1. Project Series Features and Benefits
   2. Project Controller Overview and Roadmap
   3. Project Controller Implementation plan
   4. Account categories and task definitions
   5. Chart of Account and Flexible Key Maintenance
   6. Code Types and Code Files
   7. Contract Types and calculation methods
   8. Project Maintenance
   9. Maintaining Budgets
   10. Beginning balances
   11. Revenue Recognition
   12. Equipment and Resource Maintenance
   13. Integration with other Microsoft Dynamics SL modules
   14. Financial Transaction Transfer
   15. Period-end procedures
   16. Account Categories/Project and Tasks definition
   17. Setup Account Categories
   18. Associate Account Categories with General Ledger Accounts
   19. Set up Project and Task structure
   20. Category report and GL transfer report
   21. Controller Setup
   22. Code Type and Code File Maintenance
   23. Complete ID Maintenance
   24. Flexible Key Maintenance
   25. Maintenance screens
   26. Employee Information
   27. Enter project and budget information
   28. Generate a project profile report
   29. Transactions and Processes
   30. Controller Setup
   31. Code Type and Code File Maintenance
   32. Complete ID Maintenance
   33. Flexible Key Maintenance
   34. Advanced options
   35. Enter passwords
   36. Financial Transaction Transfer (FTT)
   37. Enter Project related vouchers
   38. Project Inquiries
   39. Close Project Controller for the period
2. Time and Expense for Projects
   1. Transaction process flow
   2. Module strengths
   3. Audit trails
   4. Labor Pay types and costing methods
   5. Time and Expense Setup
   6. Time policies
   7. Overtime setup
   8. Maintaining employees
   9. Employee/Position rate maintenance
   10. Workers' Compensation and Union rates
   11. Timecard transactions and corrections
   12. Travel and expense setup
   13. Mobile Time and Expense setup
   14. Troubleshooting
   15. Design and set up the employee State ID and Labor Classification
   16. ID Maintenance
   17. Week Maintenance
   18. Time and Expense Setup
   19. Setup the Time and Expense module
   20. Employee and Resource Maintenance
   21. Enter employee information
   22. Enter employee position/rate maintenance
   23. Generate the employee report
   24. Timecard transactions
   25. Enter a timecard
   26. Inquire on a timecard status
   27. Approve timecards
   28. GL Labor Posting
   29. Timecard corrections
   30. Enter employee position/rate changes
   31. Enter and approve timecard corrections
   32. Generate the timecard report
   33. Travel and expense transactions
   34. Complete Time and Expense setup
   35. Expense type maintenance
   36. Vendor maintenance
   37. Enter a travel and expense report
3. Allocator
   1. Allocator overview and process flow
   2. Audit trails
   3. Capabilities of Allocator
   4. Allocation process
   5. Indirect rate calculator
   6. Standard Rate Entry
   7. Troubleshooting
   8. Allocator Setup
   9. Define rate types and rate keys
   10. Define the rate table hierarchy
   11. Configure the rates and allocation method
   12. Allocation processor
   13. Run the allocation processor
   14. Printing reports
   15. Generate Allocation Reports
   16. Create an Equipment ID
4. Flexible Billings
   1. Flexible Billings overview and process flow
   2. Module strengths
   3. Implementation worksheet
   4. Billing Policies
   5. Billing rules and invoice formats
   6. Costing methods
   7. Billing information maintenance
   8. Billing transaction load
   9. Sales tax processing
   10. Automatic invoice creation
   11. Construction billings
   12. Troubleshooting
   13. Flexible Billings Setup
   14. Setup the flexible billings module
   15. Billing rule maintenance
   16. Invoice Format maintenance
   17. Billing Information maintenance
   18. Defining projects as billable
   19. Billing transactions and processes
   20. Load Billing records
   21. Adjust invoice amounts
   22. Review and print the invoice
   23. Post the invoice
5. Data Locations
   1. Data References
   2. Troubleshooting
6. Project Controller Case Study
   1. Creating new Account Categories
   2. Associating GL Accounts and Account Categories
   3. Setting up a new Line of Business
   4. Creating a new Project
7. Time and Expense for Projects Case Study
   1. Set up new Labor Class
   2. Create New Employee
   3. Enter Timecards
   4. Create Timecard Correction
   5. Complete Expense Type Maintenance
   6. Complete Vendor Maintenance
   7. Enter Travel and Expense Report
   8. Complete GL Labor posting process

Benefits of taking the 8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 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.

  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

• NetCom provides Authorized Training
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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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Enrollment Options for the 8832: Project Management and Accounting in Microsoft Dynamics SL 7.0 course

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