Microsoft Dynamics GP 9.0 Preventive Maintenance

Course 8540: One day; Instructor-led

Introduction
The one day Microsoft DynamicsT GP Preventive Maintenance (PM) course explores the windows and functions used to manage Preventive Maintenance service calls This course also teaches about the cards used to set up PMs and the associated routines and transactions.

A thorough understanding of these topics allows you to handle all necessary steps regarding PMs. You learn how to set up and generate PMs. This course also shows 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.

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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 Preventive Maintenance.

The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Preventive Maintenance and gain foundational knowledge of the application functionality.

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At Course Completion
After completing this course, students will be able to:

• Set up PM requirements

• Apply PM requirements to equipment

• Generate PM Service Calls

• Report and analyze PMs due

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Prerequisites
Before attending this course, students must have:

• General knowledge of Microsoft® Windows®

• Basic knowledge of Inventory and Sales Order Processing

• General knowledge of Service Call Management

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Microsoft Certified Professional Exams
This course will help the student prepare for the following Microsoft Certified Professional exam:

• Exam Microsoft Dynamics GP FSS - Preventive Maintenance:

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Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.

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Course Outline
Chapter 1: Overview

This chapter provides a general overview of the features and benefits of using the Service Call Management module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.

Main Topics

• Preventive Maintenance Features and Benefits

• Preventive Maintenance Overview

• Integration

• Preventive Maintenance Roadmap

After completing this module, students will be able to:

• Identify the features and benefits available when using Preventive Maintenance

• Discuss integration that takes place between Preventive Maintenance and other modules within the application

• Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Preventive Maintenance

Chapter 2: Setup Procedures

This chapter focuses on the setup procedures for the Preventive Maintenance module. You examine the pre-requisite setup and overlapping windows to make Preventive Maintenance operate smoothly. Preventive Maintenance setup reports are reviewed.

Main Topics

• Preventive Maintenance Setup Checklist

• Setup for other modules

• Service Setup - PM

• Option Security - Preventive Maintenance

• PM Event Maintenance

• PM Schedule Maintenance

• PM Item Schedule Maintenance

• Customer Extensions

• Item Extensions

• Equipment Maintenance

• About Field Service Series

Labs

• Lab 2.1 - Set up PM Requirements

• Lab 2.2 - Test your Knowledge - Setup Procedures

After completing this module, students will be able to:

• Create PM events and schedules

• Apply PM Requirements to Equipment.

Chapter 3: Equipment Maintenance

This chapter helps the student to understand the equipment master and its 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

• Lab 3.1 - Create Equipment Maintenance records manually

• Lab 3.2 - Create Equipment records from SOP

• Lab 3.3 - Create Equipment records from PO Receiving

• Lab 3.4 - Create an Equipment record for a Service Call

• Lab 3.5 - Test your knowledge - Equipment Maintenance

After completing this module, students will be able to:

• Enter and edit equipment records

• Perform actions related to equipment

Chapter 4: Daily Procedures

This chapter reviews the procedures required to manage PMs.

Main Topics

• Generate P.M. Edit List

• PM Edit List

Labs

• Lab 4.1 - Generate PM Requirements

• Lab 4.2 - Test Your Knowledge - Daily Procedures

After completing this module, students will be able to:

• Generate PM Requirements

• Manage the PM Edit List

Chapter 5: Maintaining Records

This chapter covers the PM reports.

Main Topics

• Creating Report Options

• PM Listing

• PM Due

After completing this module, students will be able to:

• Manage PM requirements by using the PM Due report

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 SmartList

• Creating Objects

• Using the Search Button

• Saving New Objects as Favorites

Labs

• Lab A.1 - Preventive Maintenance Smartlist

After completing this appendix, students should be able to:

• Use SmartList to access valuable PM 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: SQL Job

This appendix describes how to set up a recurring job in SQL.

Appendix C: PM Case Study

This appendix presents a Case Study.

Appendix D: Answers

This section includes the answers to all the labs that appear through out the manual.