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Microsoft Dynamics GP 2013 - Financials (MDCTS) Combo Training Courses

About the Microsoft Dynamics GP 2013 - Financials (MDCTS) Combo

Duration: 6 days (48 hours)

This certification exam measures your ability to understand and articulate how to configure and manage the Microsoft Dynamics GP 2013 financial modules. Specifically, how to configure the General Ledger, Payables Management, Receivables Management, and Fixed Assets modules; how to run Microsoft Dynamics GP utilities and interpret the output from the utilities; how to configure system and company settings in Microsoft Dynamics GP; and how to perform maintenance procedures and identify reporting options.

The Financials class is comprised of the following six courses:

  • 80571: Introduction to Microsoft Dynamics GP 2013
  • 80572: General Ledger in Microsoft Dynamics GP 2013
  • 80573: Payables Management in Microsoft Dynamics GP 2013
  • 80574: Receivables Management in Microsoft Dynamics GP 2013
  • 80575: Bank Reconciliation in Microsoft Dynamics GP 2013
  • 80576: Fixed Assets in Microsoft Dynamics GP 2013

Next Class Dates

Mar 2, 2015–Mar 7, 2015
 
9:00am – 5:00pm EST
 
 

May 4, 2015–May 9, 2015
 
9:00am – 5:00pm PST
 
 

Jul 13, 2015–Jul 18, 2015
 
9:00am – 5:00pm EST
 
 

View More Schedules »

For a customized version of this class, please contact us or call 1-888-563-8266.

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This training consists of the following courses:

Why take a combo course?
In one word, savings! You save an average of 15-20% off the individual courses if taken separately.

80571+80572+80573+80574+80575+80576: Microsoft Dynamics GP 2013 Financials   More on this course

6 days | 48 hours

arrow Course Objectives

  • » Use basic elements such as lookup windows, browse buttons and zooms to access data in Microsoft Dynamics GP.
  • » Enter record and window level notes and attach OLE notes to records.
  • » Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis.
  • » Use the Posting Setup options to define posting processes.
  • » Identify what is required to use Word Templates.
  • » Customize system and company setup procedures using the Setup Checklist.
  • » Set up fiscal periods, account formats, credit cards and payment terms.
  • » Use inquiries and reports to get at the information that is needed from Microsoft Dynamics GP.
  • » Customize Microsoft Dynamics GP toolbars, home pages and display settings.
  • » Describe the benefits of using Business Alerts and Process Servers.
  • » View and use resource descriptions for tables and fields in Microsoft Dynamics GP.
  • » Customize General Ledger settings
  • » Set up a chart of accounts including posting, unit and allocation accounts
  • » Enter and post transactions using transactional or batch posting methods
  • » Perform key inquiries and print reports in General Ledger
  • » Maintain records in General Ledger
  • » Print financial statements and other key reports to manage a business
  • » Complete period and year-end procedures
  • » Set up Payables Management and identify the customizable options available in the setup windows.
  • » Perform all Payables Management related data entry functions including vendor invoicing, check processing, recurring vouchers, and manual checks.
  • » Select documents for payment and make appropriate adjustments to payment amounts prior to check processing.
  • » Correct input errors using the Edit Transaction Information window.
  • » Perform maintenance on Payables Management documents and other records such as vendors and recurring invoices.
  • » Understand the steps and requirements to void checks and invoices.
  • » Use inquiries or print reports to verify data and perform financial analysis for audit trail purposes.
  • » Identify the impact of Payables Management on other areas of Microsoft Dynamics GP.
  • » Perform 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.
  • » Troubleshoot and correct input errors including an incorrect posting date or incorrect document amounts.
  • » Perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.
  • » Identify the impact of the Bank Reconciliation module on other modules.
  • » Customize the setup of Bank Reconciliation to fit their business needs.
  • » Perform all Bank Reconciliation related data entry functions. This includes bank transactions, bank deposits, and bank transfers.
  • » Perform maintenance on Bank Reconciliation documents and records such as checkbooks.
  • » Print standard reports for audit trail purposes, financial analysis, and to verify data entry.
  • » Perform the bank reconciliation process in Bank Reconciliation.
  • » Create asset records, asset books, asset classes, and asset book classes.
  • » Maintain asset records using transfers, changes, and retirements.
  • » Depreciate assets and post depreciation from Fixed Assets to General Ledger.
  • » Understand the possible integration points Fixed Assets has with other Microsoft Dynamics GP modules.
  • » Identify available utilities that are used to manage asset records.

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arrow Course Outline

  • Overview and Setup Procedures
    1. Features and Benefits
    2. Fixed Assets Processes and Integration
    3. Configure the Fixed Assets Calendar
    4. Enter Account Groups
    5. Enter Fixed Assets Post Accounts
    6. Create Insurance and Asset Class Records
    7. Create Book Records
    8. Create Book Class Records
    9. Fixed Assets Company Setup
    10. Create Location and Physical Location Records
    11. Create Lease, Retirement and Structure Records
    12. Fixed Assets User Preferences
    13. Enter Existing Assets
    14. Lab : Account Group Setup
    15. Lab : Purchasing Posting Accounts Setup
    16. Lab : Class Setup
    17. Lab : Book SetupLab : Book Class Setup
    18. Lab : Fixed Assets Company Setup
  • Daily Procedures
    1. Asset General Information
    2. Asset Account Information
    3. Asset Book Information
    4. Asset Insurance and Lease Records
    5. Asset User Data
    6. Payables Management Interface
    7. Purchase Order Processing Interface
    8. Lab : Asset General Information
    9. Lab : Asset Book Information
    10. Lab : Asset Book ITC Information
    11. Lab : Payables Management Interface
    12. Lab : Enter a Purchase Order for a Capital Item
    13. Lab : Receive the Capital Item
    14. Lab : Enter a Capital Item in Fixed Assets
  • Maintaining Records
    1. Select Assets
    2. Depreciation Projections
    3. Changing Asset Information
    4. Transferring Assets
    5. Retire Assets
    6. Retire Undo
    7. Asset Utilities
    8. Using Inquiries
    9. Report Options and Printing
    10. Report List
    11. Lab : Select Assets
    12. Lab : Depreciation Projection
    13. Lab : Mass Change
    14. Lab : Transfer an Asset
    15. Lab : Partial Retirement
    16. Lab : Retire Undo
  • Period-End Procedures
    1. Period-End Procedures
    2. Year-End Procedures
    3. Lab : Depreciation
    4. Lab : Fixed Assets to General Ledger Posting
  • Overview and Setup
    1. Features and Benefits
    2. General Ledger Setup
    3. Account Categories
    4. Posting Account Setup
    5. Unit Account Setup
    6. Fixed Allocation Account Setup
    7. Variable Allocation Account Setup
    8. Account Segment Setup
    9. Mass Modify Chart of Accounts
    10. Define the Retained Earnings Account
    11. Set Up Budgets
    12. Budget Maintenance
    13. Combining Budgets
    14. Quick Journal Setup
    15. Transaction Matching Setup
    16. Entering Beginning Balances
    17. Lab : Enter a Posting Account
    18. Lab : Enter a Unit Account
    19. Lab : Enter a Fixed Allocation Account
    20. Lab : Enter a Variable Allocation Account
    21. Lab : Account Segment Setup
    22. Lab : Mass Modify Chart of Accounts
    23. Lab : Create a Blank Budget in Excel
    24. Lab : Importing a Budget from Excel
    25. Lab : Quick Journal Setup
  • Daily Procedures
    1. Batch Entry
    2. Transaction Entry
    3. Calculate Taxes in General Ledger
    4. Clearing Transaction Entry
    5. Budget Transaction Entry
    6. Quick Journal Entry
    7. Linking Transactions
    8. Batch Recovery
    9. Lab : Transaction Entry, Unit Accounts
    10. Lab : Transaction Entry, Allocation Accounts
    11. Lab : Transaction Entry, Recurring Transactions
    12. Lab : Clearing Entry
    13. Lab : Budget Transaction Entry
    14. Lab : Quick Journal Entry
  • Additional Functionality
    1. Multidimensional Analysis Groups and Codes
    2. Assign Analysis Groups to Accounts
    3. Multidimensional Analysis Transactions
    4. Define Intercompany Relationships
    5. Entering Intercompany Transactions
    6. Organizational Structures Setup
    7. Define Organizational Relationships
    8. Assign User Classes to the Organizational Structure
    9. Assign Users to the Organizational Structure
    10. Assign a Range of Accounts to the Organizational Structure
    11. Assign an Individual Account to the Organizational Structure
    12. Activating Account Security
    13. Lab : Multidimensional Analysis
    14. Lab : Organizational Structure Setup
    15. Lab : Organizational Tree Setup
    16. Lab : Organizational Structure, User Setup
    17. Lab : Organizational Structure, Mass Assignment
  • 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
  • Period-End Closing
    1. Period-End Closing
    2. Year-End Closing
    3. Quick Financial Statements
    4. Printing Financial Statements
    5. Advanced Financial Analysis
    6. Lab : Quick Financial Setup
    7. Lab : Quick Financial, Report Options
  • Overview and Setup Procedures
    1. Features and Benefits
    2. Payables Management Setup
    3. Payables Setup Options
    4. Vendor Class Maintenance
    5. Vendor Class Accounts Setup
    6. Vendor Maintenance
    7. Vendor Maintenance Options
    8. Vendor Address Maintenance
    9. Vendor Account Maintenance
    10. Beginning Balances
    11. Vendor History
    12. Lab : Payables Management Setup
    13. Lab : Setting up a New Vendor Class
    14. Lab : Setting up a New Vendor
  • Daily Procedures
    1. Batch Entry
    2. Payables Transaction Entry
    3. Scheduled Payments Entry
    4. Post Scheduled Payments
    5. Lab : Enter an Invoice
    6. Lab : Enter and Pay an Invoice
    7. Lab : Enter a Credit Memo
    8. Lab : Payables Scheduled Payments
  • Entering Payments
    1. Payables Manual Payment Entry
    2. Computer Checks - Select Checks
    3. Edit Payables Checks
    4. Edit Payables Check Batches
    5. Print and Post Checks
    6. Apply Payables Documents
    7. Batch Recovery
    8. Lab : Manual Payments, Credit Card
    9. Lab : Manual Payments, Enter a Prepayment
    10. Lab : Select Checks
    11. Lab : Edit Payables Checks; Adding a Payment
    12. Lab : Edit Payables Checks; Removing a Vendor/Voucher
    13. Lab : Printing and Posting Checks
    14. Lab : Applying Payables Documents
  • Intercompany Transactions
    1. Define Intercompany Relationships
    2. Enter Intercompany Transactions
    3. Post Intercompany Transactions in General Ledger
    4. View Intercompany Transactions in Inquiry
  • Maintaining Records
    1. Vendor and Transaction Holds
    2. Void Open Payables Transactions
    3. Void Historical Transactions
    4. Edit Payables Transactions
    5. Change or Delete Vendor Records
    6. Remove History
    7. Reconcile
    8. Use Inquiries
    9. Report Options and Printing
    10. Report Groups
    11. Lab : Transaction Holds
    12. Lab : Void an Open Transaction
    13. Lab : Void a Historical Transaction
    14. Lab : Edit Transaction Information
    15. Lab : Delete a VendorLab : Remove History
  • Period-End Procedures
    1. Closing a Period
    2. Close the Calendar Year
    3. Close the Fiscal Year
    4. Lab : Close Fiscal Periods
    5. Lab : Year-End Closing
  • Overview and Setup Procedures
    1. Features and Benefits
    2. Setup Procedures
    3. Receivables Management Setup
    4. Receivables Setup Options
    5. Sales Territory Maintenance
    6. Salesperson Maintenance
    7. Customer Class Setup
    8. Customer Maintenance
    9. Customer Maintenance Options
    10. National Accounts Maintenance
    11. Refund Check Setup
    12. Sales Email Setup
    13. Beginning Balances
    14. Lab : Receivables Management Setup
    15. Lab : Set Up a New Sales Territory
    16. Lab : Set Up a New Salesperson
    17. Lab : Modify a Customer Class
    18. Lab : Set Up a New Customer
    19. Lab : Set Up a National Account
    20. Lab : Set Up Refund Checks
  • Daily Procedures
    1. Transaction Entry Overview
    2. Receivables Batch Entry
    3. Receivables Transaction Entry
    4. Enter Receivables Scheduled Payments
    5. Enter Cash Receipts
    6. Apply Posted Transactions
    7. Enter Refund Checks
    8. Batch Recovery
    9. Lab : Receivables Transaction Entry
    10. Lab : Credit Memo Entry
    11. Lab : Receivables Scheduled Payments
    12. Lab : Cash Receipts Entry
    13. Lab : National Accounts/Cash Receipts Entry
    14. Lab : Apply Posted Transactions
    15. Lab : Creating and Printing Refund Checks
  • Maintaining Records
    1. NSF Checks, Voiding, and Waiving Posted Transactions
    2. Change and Delete Records
    3. Edit Receivables Transactions
    4. Remove History
    5. Reconcile
    6. Perform an Inquiry
    7. Reports
    8. Lab : Voiding a Document
    9. Lab : Assessing a Non-Sufficient Funds Charge
    10. Lab : Edit Receivables Transactions
  • Period-End Processing
    1. Period-End Procedures Overview
    2. Aging Process
    3. Finance Charges
    4. Print Statements
    5. Reprint Statements
    6. Paid Sales Transactions Removal
    7. Other Period-End Procedures
    8. Reconcile Receivables to General Ledger
    9. Year-End Routines
    10. Lab : Aging Process
    11. Lab : Write Off an Invoice
  • Overview and Setup Procedures
    1. Features and Benefits
    2. Bank Reconciliation Setup
    3. Checkbook Maintenance
    4. Transfer Existing Checkbooks to Bank Reconciliation
    5. Lab : Bank Reconciliation Setup
    6. Lab : Checkbook Setup
  • Daily Procedures
    1. Bank Transaction Entry
    2. Enter Checks, Withdrawals and Adjustments
    3. Enter Receipt Transactions
    4. Miscellaneous Checks
    5. Bank Transfer Entry
    6. Deposit with Receipts
    7. Deposit without Receipts
    8. Clear Unused Receipts
    9. Lab : Enter an Outstanding Check
    10. Lab : Enter a Check Transaction
    11. Lab : Enter a Cash Receipt
    12. Lab : Printing a Check
    13. Lab : Enter a Bank Transfer
    14. Lab : Enter a Deposit with Receipts
    15. Lab : Enter a Deposit without Receipts
  • Reconcile Bank Statements
    1. Reconcile Bank Statements
    2. Select Bank Transactions
    3. Enter Adjustments and Reconcile
    4. Lab : Reconciling a Checkbook
  • Maintaining Records
    1. Voiding Transactions
    2. Deleting Checkbooks
    3. Removing History
    4. Using Inquiries
    5. Report Options and Printing
    6. Report Groups
    7. Report List
    8. Lab : Removing History
  • Overview and Setup Procedures
    1. Features and Benefits
    2. Fixed Assets Processes and Integration
    3. Configure the Fixed Assets Calendar
    4. Enter Account Groups
    5. Enter Fixed Assets Post Accounts
    6. Create Insurance and Asset Class Records
    7. Create Book Records
    8. Create Book Class Records
    9. Fixed Assets Company Setup
    10. Create Location and Physical Location Records
    11. Create Lease, Retirement and Structure Records
    12. Fixed Assets User Preferences
    13. Enter Existing Assets
    14. Lab : Account Group Setup
    15. Lab : Purchasing Posting Accounts Setup
    16. Lab : Class Setup
    17. Lab : Book Setup
    18. Lab : Book Class Setup
    19. Lab : Fixed Assets Company Setup
  • Daily Procedures
    1. Asset General Information
    2. Asset Account Information
    3. Asset Book Information
    4. Asset Insurance and Lease Records
    5. Asset User Data
    6. Payables Management Interface
    7. Purchase Order Processing Interface
    8. Lab : Asset General Information
    9. Lab : Asset Book Information
    10. Lab : Asset Book ITC Information
    11. Lab : Payables Management Interface
    12. Lab : Enter a Purchase Order for a Capital Item
    13. Lab : Receive the Capital Item
    14. Lab : Enter a Capital Item in Fixed Assets
  • Maintaining Records
    1. Select Assets
    2. Depreciation Projections
    3. Changing Asset Information
    4. Transferring Assets
    5. Retire Assets
    6. Retire Undo
    7. Asset Utilities
    8. Using Inquiries
    9. Report Options and Printing
    10. Report List
    11. Lab : Select Assets
    12. Lab : Depreciation Projection
    13. Lab : Mass Change
    14. Lab : Transfer an Asset
    15. Lab : Partial RetirementLab : Retire Undo
  • Period-End Procedures
    1. Period-End Procedures
    2. Year-End Procedures
    3. Lab : Depreciation
    4. Lab : Fixed Assets to General Ledger Posting

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This training prepares students for the following exam(s):

  • » MB3-701: Microsoft Dynamics GP 2013 Financials

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Recent Client Testimonials & Reviews

Jul 09 2014
I would recommend NetCom because of the friendly staff and the ability to take a class online without the additional travel expense.

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» Microsoft Dynamics GP 2013: Installation and Configuration (MDCTS)

Aug 12 2013
I would because they have quality teachers and great service!

- Donnie L.
Course(s) Taken

» Microsoft Dynamics GP - Other

Aug 06 2013
I would (recommend NetCom Learning) because they have quality teachers and great service.

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Course(s) Taken

» Microsoft Dynamics GP - Other

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