General knowledge of Microsoft Windows

Knowledge of basic navigation functions in Microsoft Dynamics GP

Completed General Ledger and/or Payables Management training

Exam GP 10.0 Inventory and Order Processing:

Course Description

Module Overview

Procedures for Processing Purchase Orders

Purchasing Procedures

User Defined Fields

Landed Cost Setup

Purchase Order Generator Setup

Purchase Order Processing Setup

Understand the goals of this course

Use the set windows to "personalize" Purchase Order Processing for your business

Set up Purchase Order Generator

Set up Landed Costs

Purchase Order Entry

Linking Purchase Orders to Sales Orders

Procedures for Entering Returns

Drop-Ship Orders

Printing Purchase Orders

Blanket Purchase Orders

New Purchase Order

New Purchase Order with Link to Sales Order Processing

New Drop-ship Purchase Order

Blanket Purchase Order

Enter purchase orders and record the receipt of shipments and invoices

Enter landed costs

Print purchase orders

Receivings Entry

Shipment line item matching

Applying Landed Costs

Posting Receipts

New Shipment/Invoice with Additional Item

Received Shipment

New Purchase Order with Multiple Shipments

Landed Costs

Post shipment receipt transactions

New Invoice

New Invoice for Drop Ship Purchase Order

Purchase Order Generator

Returns

New Invoice

New Invoice for drop-ship purchase order

New Purchase Order with Multiple Shipments

Cost Differences

Purchase Order Generator

Post Invoice transactions

Enter and Post Return documents

Generate automatic purchase orders

Deleting and Voiding Purchase Orders

Editing Purchase Orders

Reconciling Purchase Orders

Purchase Order Inquiries

Delete and void purchase orders, shipments and invoice receipts

Edit purchase order statuses

Remove completed purchase orders

Remove historical data

There are multiple types of purchase orders in Microsoft Dynamics GP. The Standard purchase order is used when you will be receiving the items to your location. The Drop Ship purchase order is used when the vendor will be shipping the items directly to the customer site. The blanket purchase order and the drop-ship purchase order are used for recurring purchases that use a delivery schedule.

You can choose to receive items without a purchase order when necessary. This is a setting on the Purchase Order Processing Setup window.

Receipt and invoice transactions can be recorded separately, or in one step to match your business procedures.

The ability to auto-receive and auto-invoice speeds data entry and ensures accuracy.

Landed Costs allow you to apply a mark-up factor to receipts for such things as freight and duty to be included in the item's cost.

The PO Generator in conjunction with the Order Point Quantity for an item to determine if a purchase is required. If the supply of an item is less than its demand plus the order point quantity, a purchase will be suggested.

In the PO Generator will select the vendor based on the Primary Vendor assigned to the item, the vendor with the lowest cost or the vendor with the shortest lead time.

Purchase Price Variances will be identified when the actual invoice cost differs from the purchase order or standard cost.

You can commit purchase order line items to backordered sales line items by clicking the Sales Commitment button on the Purchase Order Entry window.

Inquiries allow you to zoom back to purchase orders and receipts to view them as they were originally entered into the system.

Reports like Expected Shipments and Received/Not Invoiced can help you to manage your purchasing processes.

To provide students with the general workflow and integration of the Purchase Order Processing module Creating Objects

To provide students with a checkist to use while getting started in Purchase Order processing

To provide students with common reports used in Purchase Order Processing

Understand the general process and worlflow used in the Purchase Order Processing module

Purchase Order Processing Setup

Purchase Order Processing Document Entry

Printing Purchase Order Documents

Understand the necessary processes to set up and manage their Purchase Order Processing module.

Have more confidence in their ability to use Purchase Order Processing in their company.

Setting up Purchase Order Approvals with security and value restrictions.

Setting up and tracking commitments against budgets either by period, year-to-date or on an annual basis.

Set up approvals for each user

Track commitments for financial reporting