Microsoft Dynamics SL Project Series
Course 8534: Five days; Instructor-led
Introduction
The five day Microsoft DynamicsT SL Project Series course explores
project management from an accounting perspective. This course will show
you how to configure and utilize the four core Solomon Project modules
which includes Controller, Allocator, Time & Expense for Projects,
and Flexible Billings.
By attending this class you will gain a thorough understanding of Microsoft Dynamics SL Project Management & Accounting. You will be presented with an overview of the business issues and key implementation strategies encountered with these modules and how they integrate with other Microsoft Dynamics SL modules. A key component of the course includes a hands-on exercise that allows implementation practice.
Audience
People who would like to learn features and procedures required to effectively
use and implement Microsoft Dynamics SL Project Controller, Allocator,
Time & Expense for Projects and Flexible Billings. This course is
recommended for anyone who plans to implement, use, maintain, consult,
or support these Solomon 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.
At
Course Completion
After completing this course, students should be able to:
• 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.
Prerequisites
Before attending this course, students must have:
• General knowledge
of Microsoft Windows
• Working knowledge of the Microsoft Dynamics SL Financial modules
• Basic knowledge of accounting principles
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with
this course currently.
Course
Materials
The courseware includes a comprehensive workbook and other necessary
materials for this class.
Course
Outline
Chapter 1: Controller
The Project Controller section is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Controller module. In addition the chapter presents a holistic view of the Project suite.
Main Topics
• Project Series
Features and Benefits
• Project Controller Overview and Roadmap
• Project Controller Implementation plan
• Account categories and task definitions
• Chart of Account and Flexible Key Maintenance
• Code Types and Code Files
• Contract Types and calculation methods
• Project Maintenance
• Maintaining Budgets
• Beginning balances
• Revenue Recognition
• Equipment and Resource Maintenance
• Integration with other Solomon modules
• Financial Transaction Transfer
• Period-end procedures
Labs: Definitions
• Account Categories/Project
& Tasks definition
• Setup Account Categories
• Associate Account Categories with General Ledger Accounts
• Set up Project and Task structure
• Category report and GL transfer report
Labs: Project Controller Setup
• Controller
Setup
• Code Type & Code File Maintenance
• Complete ID Maintenance
• Flexible Key Maintenance
Labs: Maintenance Screens
• Maintenance
screens
• Employee Information
• Enter project and budget information
• Generate a project profile report
Labs: Transactions & Processes
• Enter Beginning
Balances
• Enter project charges and print detail report
Labs: Advanced options
• Enter passwords
• Financial Transaction Transfer (FTT)
• Enter Project related vouchers
• Project Inquiries
• Close Project Controller for the period
After completing this chapter, students should be able to:
• Define projects,
tasks, and account categories.
• Understand how Project Series transactions are created and recorded.
• Analyze project profitability.
• Set up the Project Controller module.
• Set up and assign employees to projects.
• Enter and revise project transactions.
• Configure advanced options for equipment and resources.
• Perform Financial Transaction Transfer.
• Close Project Controller for the period.
Chapter 2: Time & Expense for Projects
The Time & Expense for Projects training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Time & Expense for Projects module.
Main Topics
• Transaction
process flow
• Module strengths
• Audit trails
• Labor Pay types and costing methods
• Time & Expense Setup
• Time policies
• Overtime setup
• Maintaining employees
• Employee/Position rate maintenance
• Workers' Compensation and Union rates
• Timecard transactions & corrections
• Travel and expense setup
• Mobile Time & Expense setup
• Troubleshooting
Labs: Definition
• Design and
set up the employee State ID and Labor Classification
• ID Maintenance
• Week Maintenance
Labs: Time & Expense Setup
• Setup the
Time & Expense module
Labs: Employee and Resource Maintenance
• Enter employee
information
• Enter employee position/rate maintenance
• Generate the employee report
Labs: Timecard transactions
• Enter a timecard
• Inquire on a timecard status
• Approve timecards
• GL Labor Posting
Labs: Timecard corrections
• Enter employee
position/rate changes
• Enter and approve timecard corrections
• Generate the timecard report
Labs: Travel and expense transactions
• Complete Time
and Expense setup
• Expense type maintenance
• Vendor maintenance
• Enter a travel and expense report
After completing this chapter, students should be able to:
• Define and
implement employee labor costing methods
• Describe how labor and expense transactions flow to other modules
• Configure and set up Time & Expense for Projects
• Perform an assignment inquiry
• Enter, review, and approve a timecard
• Enter travel and expense transactions
• Print timecard reports and the employee utilization report
Chapter 3: Allocator
The Project Allocator training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Allocator module.
Main Topics
• Allocator
overview and process flow
• Audit trails
• Capabilities of Allocator
• Allocation process
• Indirect rate calculator
• Standard Rate Entry
• Troubleshooting
Labs: Allocator Setup
• Define rate
types & rate keys
• Define the rate table hierarchy
• Configure the rates and allocation method
Labs: Allocation processor
• Run the allocation
processor
Labs: Printing reports
• Generate Allocation
Reports
• Create an Equipment ID
After completing this chapter, students should be able to:
• Set up the
Project Allocator module
• Configure an allocation rate table definition and multi-level
rate entry
• Complete allocation method setup
• Print reports and run inquiries
Chapter 4: Flexible Billings
The Flexible Billings training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Flexible Billings module.
Main Topics
• Flexible Billings
overview and process flow
• Module strengths
• Implementation worksheet
• Billing Policies
• Billing rules and invoice formats
• Costing methods
• Billing information maintenance
• Billing transaction load
• Sales tax processing
• Automatic invoice creation
• Construction billings
• Troubleshooting
Labs: Flexible Billings Setup
• Setup the
flexible billings module
• Billing rule maintenance
• Invoice Format maintenance
Labs: Billing Information maintenance
• Defining projects
as billable
Labs: Billing transactions and processes
• Load Billing
records
• Adjust invoice amounts
• Review and print the invoice
• Post the invoice.
After completing this chapter, students should be able to:
• Setup and
configure the flexible billings module
• Create a billing invoice
• Define a project as billable
• Make adjustments to invoices
• Enter percent completion
• Perform scheduled billings and revenue release
• Enter a construction billing invoice
• Print a billing report and perform inquiries
Appendix C: Case Study
This case study is a comprehensive lab that can be used to reinforce the learning that has occurred throughout the Project Series class. The Case Study is generally completed by students on their own after class.
Main Topics
• Project Setup
• Allocator and Flexible Billings Setup
• Transaction entry
• Account Category, Project and Contract configuration
• Allocator processing
• Flexible billing invoice creation and processing
After completing this appendix, students should be able to:
• Comprehensively
understand the Project Series modules described in this courseware.
• Have more confidence in their ability to use Project Series in
their company.
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100
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