Beyond the Basics: Financials
Instructor: Leslie Vail
Level: All
Audience: Any GP user
Description:
Beyond the Basics: Financials will cover a variety of tips to enhance your use of General Ledger, Payables Management and Receivables Management. Take your Dynamics GP knowledge of the Financial Series to the next level with this fast-paced session where you’ll see some lesser-known and under-utilized features of the financial modules. Use these tips to help you get your job done faster and simpler. Join Leslie Vail and learn how to:
- Limit the number of General Ledger accounts that appear in lookups.
- Send Emails to Vendors or Customers with a single click.
- Create rollup account views in General Ledger to more quickly reconcile to the sub ledgers.
- Set up Posting Accounts to help you enter transactions quickly.
- Use certain free tools that are part of the Professional Services Tools Library.
- Create four additional lookups for many lookup windows.
- Change lookup defaults using a free 3rd party product.
- Modify sales tax using General Ledger.
- Compute sales tax in Receivables.
- Compute purchases tax in Payables.
- Capture and Pay Use Tax in Payables.
- Use the Backup Withholding options.
- Create ‘refreshable’ Excel worksheets.
- Set up and Modify Scheduled Payments.
- Accept unscheduled principal pay downs for scheduled payments transactions.
- Simplify vendor expense account selection.
- Use setup options often overlooked.
- And much, much more!
Customizing GP for Non-Programmers with Extender
Code: GPCUSTM
Instructor: Todd McDaniel
Level: Beginner / Intermediate
Audience: GP Support
Description:
Do you need to store more information about your customers, inventory items, or sales orders than GP has fields available? If so, eXtender is the module for you. Todd McDaniel will guide you through how to create new fields and windows in GP and report on that information without writing a single line of code. Also covered will be the different types of eXtender objects, field types, and reporting views. If you have ever said “I wish there was a field for that” then this is the class for you.
HR Best Practices: Recruitment to Transition
Code: GPHRBP
Instructor: Todd McDaniel
|Level: All
Audience: GP User / GP Support
Description:
HR Best Practices
The Dynamics GP HR module contains a powerful set of features and functions, but proper setup and maintenance are essential. In this class, Todd McDaniel will review recruiting and requisitions, attendance and PTO tracking, HR integration with Business Portal, HR integration with payroll, and using Smartlists and reminders to streamline the HR process. The format will be process-oriented and will cover the entire hire-to-fire process with tips and tricks throughout.
SmartList Builder, including Excel Report Builder
Code: GPSMRT1
Instructor: Bob McAdam
Level: Beginner / Intermediate / Advanced / All
Audience:
Description:
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. Join Bob McAdam as he reveals how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. Excel Report Builder is covered as well. Come see how the useful SmartList Builder and Microsoft Office Excel 2007 work even better together. This course includes information about Office Data Connection. If you’re looking for a resource for reference before and after the class, Bob recommends the following book from Accolade Publications: http://dynamicsgpbooks.com/index.php?page=shop.product_details&flypage=flypage.tpl&product_id=27&category_id=1&option=com_virtuemart&Itemid=34.
Accolade Publications is providing a special 20% for Summit attendees. Just use coupon code CUST20GP when ordering.
SmartList Builder, including Excel Report Builder (Repeat)
Code: GPSMRT2
Instructor: Bob McAdam
Level: Beginner / Intermediate / Advanced / All
Audience:
Description:
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. Join Bob McAdam as he reveals how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. Excel Report Builder is covered as well. Come see how the useful SmartList Builder and Microsoft Office Excel 2007 work even better together. This course includes information about Office Data Connection. If you’re looking for a resource for reference before and after the class, Bob recommends the following book from Accolade Publications: http://dynamicsgpbooks.com/index.php?page=shop.product_details&flypage=flypage.tpl&product_id=27&category_id=1&option=com_virtuemart&Itemid=34.
Accolade Publications is providing a special 20% for Summit attendees. Just use coupon code CUST20GP when ordering.
Information Flow & Posting - A Roadmap to the Flow of Information through the Tables of Dynamics GP
Code: GPINFO1
Instructor: Richard Whaley
Level: All
Audience: Any GP user
Description:
Richard Whaley provides a comprehensive guide to the flow of information through the Dynamics GP applications, which will serve as a guide to users and managers that are charged with creating customized reports from their Dynamics GP data. Based on the popular manual from Accolade Publications entitled “Information Flow & Posting,” this course unlocks the mystery behind the data tables. The trainee documentation for this course is the “information Flow & Posting” manual and each attendee will leave with their own copy (a $175 value).
Information Flow & Posting - A Roadmap to the Flow of Information through the Tables of Dynamics GP (Repeat)
Code: GPINFO2
Instructor: Richard Whaley
Level: All
Audience: Any GP user
Description:
Richard Whaley provides a comprehensive guide to the flow of information through the Dynamics GP applications, which will serve as a guide to users and managers that are charged with creating customized reports from their Dynamics GP data. Based on the popular manual from Accolade Publications entitled “Information Flow & Posting,” this course unlocks the mystery behind the data tables. The trainee documentation for this course is the “information Flow & Posting” manual and each attendee will leave with their own copy (a $175 value).
Dynamics GP Smorgasbord
Code: GPSMOR1
Instructor: Bob McAdam
Level: Beginner / Intermediate
Audience: Any GP user
Description:
The GP Smorgasboard is a half-day course aimed at beginning and intermediate users of GP. Learn how to better leverage the deep functionality of GP and walk away with a great list of tips and tricks. This course is open to any GP user.
In this exciting course, geared to users with 3 years or less experience with Dynamics GP, review some of the underutilized areas and become generally more familiar with your back office environment. This course doesn’t concentrate on just one area or tool within Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, making you even more efficient in your role!
If you'd like a reference book for this class, Bob recommends The Dynamics GP Power User Handbook, from Accolade Publications: http://dynamicsgpbooks.com/index.php?page=shop.product_details&flypage=flypage.tpl&product_id=1&category_id=1&option=com_virtuemart&Itemid=34&vmcchk=1&Itemid=34. Use coupon code GPUGCLASS to receive a 40% discount!
To see an extended description for this class, click here.
Dynamics GP Smorgasbord (Repeat)
Code: GPSMOR2
Instructor: Bob McAdam
Level: Beginner / Intermediate
Audience: Any GP User
Description:
The GP Smorgasboard is a half-day course aimed at beginning and intermediate users of GP. Learn how to better leverage the deep functionality of GP and walk away with a great list of tips and tricks. This course is open to any GP user.
In this exciting course, geared to users with 3 years or less experience with Dynamics GP, review some of the underutilized areas and become generally more familiar with your back office environment. This course doesn’t concentrate on just one area or tool within Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, making you even more efficient in your role!
If you'd like a reference book for this class, Bob recommends The Dynamics GP Power User Handbook, from Accolade Publications: http://dynamicsgpbooks.com/index.php?page=shop.product_details&flypage=flypage.tpl&product_id=1&category_id=1&option=com_virtuemart&Itemid=34&vmcchk=1&Itemid=34. Use coupon code GPUGCLASS to receive a 40% discount!
To see an extended description for this class, click here.
Beginning FRx
Code: GPBGFRX
Instructor: Derek Krebs
Level: Beginner
Audience: GP Support / Analyst
Description:
Learn how easy and intuitive it is to create and distribute financial reports using Microsoft FRx – a product created by accountants for accountants! This introductory class will walk you through creating standard financial reports like a trial balance, income statement, and departmental profit & loss statements with account and transaction detail from the general ledger.
This training is for new or beginning FRx users and will benefit accounting/finance staff responsible for financial reporting and analysis. Improve your financial reporting process, accuracy, security, and transparency throughout your organization. Join Derek Krebs as he reviews best practices for financial reporting. Upon completion of this course, you will be able to create, format and distribute mission critical financial reports using FRx to gain powerful insight into business performance.
Advanced FRx
Code: GPADFRX
Instructor: Derek Krebs
Level: Intermediate / Advanced
Audience: GP Support / Analyst
Description:
Maximize your Microsoft FRx product knowledge and use to create advanced financial reports like: balance sheets, statements of cash flows, mutli-company consolidations, spreadsheet linking, and learn about report distribution and analysis tools available in FRx. This course is perfect for those who have already been using FRx and want to take their FRx skills to the next level. Take advantage of the simple, yet powerful, building blocks of FRx using the row, column and tree to efficiently report on general ledger and spreadsheet data. Join Derek Krebs to learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.
Beyond the Basics: SOP / POP / Inventory
Code: GPBBDST
Instructor: Leslie Vail
Level: All
Audience: Any GP User
Description:
Beyond the Basics: SOP, POP and Inventory will take your knowledge of the Distribution Series (SOP, POP and Inventory) to the next level. This session will demonstrate some lesser-known and under-utilized features of the Distribution modules. This class will offer tips to help you get your job done faster and simpler. Join Leslie Vail to learn how to:
- Send Emails with a single click
- Send SOP tracking numbers to your browser with a single click
- Create Hotlinks for pictures, web sites, etc.
- Create Customer Specific Pricing
- Increase Purchasing Efficiency
- Stop Print Dialogs
- Send inventory cost adjustments to the GL in detail instead of summary entries
- Print Sales Documents without clearing the screen
- Replace a customer on a SOP document
- Find out how much you charged the customer for an item during SOP Entry
- Discover tweaks available from Microsoft for SOP, POP and Inventory
- Create POs from any group of SOP orders no matter which batch they’re in
- Find out who has a SOP document locked
- And more!
Workflow in Dynamics GP 2010
Code: GPWFLOW
Instructor: Kelly Youells
Level: All
Audience: IT PRO / Support
Description:
This workshop will cover the new features and functionality that comes with Workflow in GP 2010. Learn how to best configure this as well as tips to optimize and take full advantage of the workflow functionality.
Upgrading to GP 2010
Code: GPUPGRD
Instructor: Kelly Youells
Level: All
Audience: Support / PM
Description:
This workshop will cover best practices on performing an upgrade to GP 2010. Learn both why and how to do an upgrade as well as things to be aware of regarding GP support life cycle.
Leveraging Drill Down Builder and Navigation List Builder in GP 2010
Code: GPDRILL
Instructor: Lee Duncan
Level: Beginner / Intermediate / Advanced / All
Audience:
Description:
This workshop will cover the new Drill Down Builder and Navigation List Builder features in GP2010. You will learn what they are and how to use them to better run your business.
Getting Started with the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP
Code: GPCRMCO
Instructor: Kim Johnson
Level: Beginner
Audience: IT PRO / GP Support
Description:
Learn to install and configure the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP. Also learn tips to activating the maps and minimizing errors. See how to troubleshoot errors for the default maps when initially synchronizing data.
Management Reporter: Migrating from FRx and Report Design
Code: GPMRINT
Instructor: Shiela Sogge
Level: Beginner
Audience: Finance / GP Support
Description:
This course is focused on users who are familiar with Microsoft FRx and want to see what’s new in Management Reporter. Discuss migration from FRx, review the navigation and building block structure, see how dimensions make report design easier and more powerful, and step through variance reporting and Consolidation. Last, students will review currency translation, security, maintenance and report distribution. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.
Inside the GP Administrator Toolbox
Code: GPTOOLS
Instructor: Zubin Gidwani
Level: Beginner / Intermediate
Audience: Finance / GP Support
Description:
Hey GP Analysts and Administrators! Need to add some tools to your toolbox? Take advantage of Zubin Gidwani's years of GP experience and go home with a ton of tips, tricks, work-arounds, and survival SQL queries. Aimed at the Senior Financial Analyst and GP Administrator, this class will cover:
> Budget Crosstab – the 5 second dump of your budget data vs. the 5 minute export from GP Excel budgeting
> Year-end transaction dumps for your auditors
> Differential transaction dumps for your never ending audit requests
> GL transactions with Field Service information appended
> GL transactions with analytical accounting information appended
> Month-end Trx detail dumps to Excel vs FRx for faster review and easier adjustment requests
> Clean up your Smartlists – data dump or ongoing Smartlists to provide listing of reports to be deleted
> FRx specset management, backups, imports, and exports
> Dealing with large FRx volumes (what to do when you find your financial analysts created 600+ reports)
> FRx tips on breaking apart the spec set, using period specific building blocks, naming conventions, chaining reports, etc.
> And much more!
Best Practices for Your Year-End Close
Code: GPCLOSB
Instructor: Zubin Gidwani
Level: Beginner / Intermediate / Advanced
Audience: Finance
Description:
Looking forward to another harried holiday season trying to close the books while your CEO waits “patiently”? Or would you like to spend the next few weeks comfortably planning and have a smooth end of year? Join Zubin Gidwani as he reviews the process and best practices for your year-end close in Dynamics GP.
Since year-ends happen only once a year (thank goodness!), the steps and lessons learned are easily forgotten. We’ll get you primed with a full checklist of steps to follow, along with a great list of tips and tricks to help you close faster and easier. To support you back home, students will receive copy of “Closing Dynamics GP” by Accolade Publications.