 |
 |
 |
 |
Now Hiring!
We are currently looking for Microsoft Certified Trainers (MCT) for training assignments. You must be a MCT in good standing with Microsoft and have a current high-level Microsoft Certification (MCITP, MTS, MCSD) with two years of training experience.
To apply please send an email to MCT@ DynamicsEdge.com
We support Dynamics CRM
Microsoft Dynamics CRM 4.0 is a CRM system your employees will use! Dynamics Edge can provide customization to make Dynamics CRM adpat to your business processes.
Support for Dynamics AX, NAV, SL, and RMS
Dynamics Edge provides support and training for the Dynamics product s and the underlying technologies: SQL Server 2005 - 2008, Exchange Server 2003 - 2007 and Sharepoint 2007. .
- Public Classes
- Microsoft Dynamics
- Microsoft Dynamics CRM
- Microsoft Dynamics AX
- Microsoft Dynamics NAV
- Microsoft Dynamics GP
- Microsoft Dynamics SL
- Other Products
- Windows Server 2008
- Windows Server 2003
- Windows Vista
- Exchange
- Share Point
- SQL Server
- SCCM / SMS Server
- Visual Studio & .Net
- Project
- PerformancePoint Server
- Other Server Product
- Consulting
- Boot Camp Classes
Contract Administration in Microsoft Dynamics GP 9.0
Course 8537: One days; Instructor-Led
On This Page
 |
Introduction |
|
Audience |
|
At Course Completion |
|
Prerequisites |
|
Microsoft Certification exams |
|
Course Materials |
|
Course Outline |
|
Take This Training |
Introduction
The one day Microsoft DynamicsT GP Contract Administration course explores the windows and functions used to process Contracts. This course also teaches about the underlying master tables used throughout the Field Service Series (FSS) modules. Additional features such as transfers, renewals, and cancellations are covered as well.
A thorough understanding of these topics allows you to handle all necessary functions regarding processing relating to service level contracts. You learn how to set up contract type and price books; and how to enter, maintain, and renew contracts. This course also shows you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.
Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Contract Administration.
The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Great Plains Contract Administration and gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should be able to:
| • | Enter and maintain different types of contracts. |
| • | Process billing and revenue recognition for Contracts. |
| • | Create contracts from Sales Order Processing. |
| • | Handle transfers from quotes to live documents. |
| • | Process renewal letters. |
| • | Process auto-renewals and evergreen contracts. |
| • | Perform analysis regarding contract profitability. |
Prerequisites
Before attending this course, students must have:
| • | General knowledge of Microsoft Windows. |
| • | Basic knowledge of Inventory and Sales Order Processing. |
Microsoft Certification exams
No Microsoft Certification exams are associated with this course currently.
Course Materials
The student materials include a comprehensive workbook and other necessary items for this class.
Course Outline
Chapter 1: Overview
This chapter provides a general overview of the features and benefits of using the Contract Administration module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.
Main Topics
| • | Contract Administration Features and Benefits |
| • | Contract Administration Overview |
| • | Integration |
| • | Contract Administration Roadmap |
After completing this chapter, students should be able to:
| • | Identify the features and benefits available when using Contract Administration. |
| • | Discuss integration that takes place between Contract Administration and other modules within the application. |
| • | Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Contract Administration. |
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the Contract Administration module. We will examine the pre-requisite setup and overlapping windows to make Contracts operate smoothly. Contract Administration setup reports are also discussed briefly.
Main Topics
| • | Contract Administration Setup Checklist |
| • | Setup Procedures for Other Modules |
| • | Item maintenance |
| • | Contract Type Maintenance |
| • | Contract Pricing Maintenance |
| • | Contract Setup |
Labs
| • | Setup precursor data for Returns |
| • | Create Customer and Item extensions |
| • | Create RMA Types |
| • | Update RMA Types for Ready Close status |
| • | Create RTV Types |
Labs
| • | Contract Setup |
| • | Contract Price Books |
After completing this chapter, students should be able to:
| • | Customize settings for the Contract Administration module. |
| • | Setup extended data for customers and items. |
| • | Create Contract types. |
| • | Create Contract price books. |
Chapter 3: Equipment Maintenance
This chapter helps the student to understand the equipment master and it's relationship to inventory and customers and how it is used in the Contracts module.
Main Topics
| • | Inventory vs. Equipment |
| • | Equipment maintenance |
| • | System Configuration maintenance |
| • | Equipment meter readings |
Labs
| • | Create Equipment Maintenance records manually |
| • | Create Equipment records from SOP |
| • | Create Equipment records from PO Receiving |
| • | Test your knowledge - Equipment maintenance |
After completing this chapter, students should be able to:
| • | Enter and edit equipment records. |
| • | Perform actions related to equipment. |
Chapter 4: Contract Entry
This chapter describes how to enter contracts and reviews available features for billing and revenue recognition variations.
Main Topics
| • | Quick Start - Contract Entry |
| • | Contract Record Types |
| • | Contract Header |
| • | Contract Renewal options |
| • | Contract Sites |
| • | Contract Lines |
| • | Sales Contract Entry |
| • | Contract Transfer |
Labs
| • | Basic Contract Entry |
| • | Contract Entry - discounts |
| • | Sales Contract Entry |
| • | Contract Entry - Quote |
| • | Contract Transfer |
| • | Test Your knowledge |
After completing this chapter, students should be able to:
| • | Enter all types of contracts - quotes, templates, contracts. |
| • | Set up additional features for renewal and revenue recognition. |
Chapter 5: Contract Daily Procedures
This chapter discusses where to locate information about the contract to understand profitability and remaining invoices or revenue. The student will learn the process for billing and recognizing revenue. A review of the various ways to cancel contracts is discussed.
Main Topics
| • | Locating billing & revenue information |
| • | Post contract invoices |
| • | Revenue Recognition |
| • | Cancelling contracts |
Labs
| • | Canceling Contracts |
| • | Contract Billing |
| • | Revenue Recognition |
After completing this chapter, students should be able to:
| • | Know how to analyze a live contract. |
| • | Post contract invoices. |
| • | Post revenue recognition. |
Chapter 6: Contract Maintenance
This chapter discusses additional routines and utilities for the contract administration module
Main Topics
| • | Renewing Contracts |
| • | Deleting & Purging contracts |
| • | Inquiry and Reports |
Labs
| • | Test Your Knowledge |
After completing this chapter, students should be able to:
| • | Print contract renewal letters. |
| • | Renew contracts individually or en masse via several different methods. |
| • | Know the available inquiries and reports. |
Chapter 7: Meters
This chapter discusses the concepts of meter billing.
Main Topics
| • | Contract Type Meters |
| • | Equipment Meter readings |
| • | Posting Meters |
After completing this chapter, students should be able to:
| • | Setup metered equipment. |
| • | Post meter readings. |
| • | Setup and bill for meter overages. |
Appendix A: SmartList
This appendix discusses the use of SmartList to access financial data. There are also optional exercises that can be completed by students if time permits.
Main Topics
| • | Using SmartLists |
| • | Creating Objects |
| • | Using the Search Button |
| • | Saving New Objects as Favorites |
Labs
| • | Contract Administration SmartList |
After completing this appendix, students should be able to:
| • | Use SmartLists to access valuable returns data. |
| • | Create new SmartList objects. |
| • | Use the Search button to manage the information in a view. |
| • | Explain the various options that are available when using SmartLists. |
Appendix B: Glossary
This appendix presents a glossary of terms used in the Field Service industry. If time permits, review the terms with the class.
Appendix C: Case Study
This case study is a comprehensive lab that can be used to reinforce the learning that has occurred throughout the Contract Administration class.
After completing this chapter, students should be able to:
| • | Understand the necessary processes to set up and manage Contract Administration. |
| • | Have more confidence in their ability to use Contract Administration in their company. |
Appendix D: Answers
This section includes the answers to all the labs that appear through out the manual.
We are glad to anwer your questions about our business and our course offerings.
Call us at (800) 453-5961 or Send an Email.
DynamicsEdge, Inc. All Rights Reserved. 2008 ©