Depot Management in Microsoft Dynamics GP 9.0
Course 8541: One day; Instructor-led
Introduction
The one-day Microsoft DynamicsT GP Depot Management course explores the windows and functions used to track work orders. This course also discusses the cards used to set up Depot Management and posting parts and labor to work orders. Additional features such as Inventory Requirements and Work order scheduling are also covered.
A thorough understanding of these topics allows you to handle all necessary procedures regarding work orders. You learn how to set up work order types and routes and how to enter, post parts and labor and reschedule work orders. 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 Depot Management.
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 Depot Management and gain foundational knowledge of the application functionality.
At Course Completion
After completing
this course, students should be able to:
• Enter
and maintain different work order types
• Create
and track work orders
• Maintain
Depot stations and routes
• Post
labor and parts to work orders
• Handle
changes to stations and routes
• Complete
a work order
• Update
related RMA with the actual repair costs
Prerequisites
Before attending
this course, students must have:
• General
knowledge of Microsoft® Windows®
• Basic
knowledge of Inventory and Sales Order Processing
• Basic
knowledge of Returns Management, particularly Return Material Authorization
(RMA)
Microsoft Certified Professional Exams
This course
will help the student prepare for the following Microsoft Certified Professional
exam:
• Exam
Microsoft Dynamics GP Depot Management:
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 Depot 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
• Depot
Management Features and Benefits
• Depot
Management Overview
• Integration
• Depot
Management Roadmap
After completing
this chapter, students should be able to:
• Identify
the features and benefits available when using Depot Management
• Discuss
integration that takes place between Depot Management and other modules
within the application
• Identify
the navigation used to access the windows for transactions, reports, utilities,
routines, and inquiries in Depot Management
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the Depot Management module. It examines the pre-requisite setup and overlapping windows to make Depot Management operate smoothly. Depot Management setup reports are reviewed.
Main Topics
• Depot
Management Setup Checklist
• Company
and Financial Setup
• Posting
Setup
• Item
Maintenance
• Work
Order Status Maintenance
• Depot
Station Maintenance
• Route
Maintenance
• Work
Order Type Maintenance
• Service
Setup - Depot
• Setup
Reports
Labs
• Lab
2.1 - Create a new Depot Station
• Lab
2.2 - Create a New Route
• Lab
2.3 - Create a new Work Order Type
After completing
this chapter, students should be able to:
• Create
Stations and routes
• Create
Work Order Types and specify GL accounts
• Customize
settings for the Depot Management module
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 chapter, students should be able to:
• Enter
and edit equipment records
• Perform
actions related to equipment
Chapter 4: Daily Procedures
This chapter covers the Work Order Entry/Update form in detail; reviewing all fields and buttons. Inventory Requirements and Work Order Completion functionality are examined.
Main Topics
• Work
Order Entry/Update
• Work
Order Schedule
• Labor
Posting
• Part
Posting
• Station
Schedule Transactions
• Inventory
Requirements, Transfers and Receipts
• Work
Order Completion
Labs
• Lab
4.1 - Create a work order
• Lab
4.2 - Create a work order from an RMA
• Lab
4.3 - Labor Posting
• Lab
4.4 - Part Posting
• Lab
4.5 - Fulfill Inventory Requirements
• Lab
4.6 - Complete a Work Order
• Lab
4.7 - Close the RMA
After completing
this chapter, students should be able to:
• Create
Work Orders
• Post
parts and labor to work orders
• Update
information on a work order
• Reschedule
the Work Order
• Handle
inventory requirements
• Post
work order completion
Chapter 5: Maintaining Records
This chapter discusses additional routines and utilities for the Depot Management module.
Main Topics
• Routines
• Utilities
• Inquiry
and Reports
After completing
this chapter, students should be able to:
• mass
reschedule work orders
• Purge
and reconcile records related to work orders
• Know
the available inquiries and reports
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
• Depot
Management 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 additional features that can be set up for Service Calls.
After completing
this course, students should be able to:
• Understand
the necessary processes to set up and manage Depot Management
• Have
more confidence in their ability to use Depot Management in their company
Appendix D: Answers
This section includes the answers to all the labs that appear through out the manual.
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100
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