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Purchase Order Processing in Microsoft Dynamics GP - 80231 Course Outline

 (1 day)

Overview
The Microsoft Dynamics GP Purchase Order Processing course explores the primary features in the Microsoft Dynamics GP purchasing lifecycle, including purchase order setup, purchase order entry, shipment receipts and returns, and shipment invoicing. This course examines the implications of each Purchase Order Processing setup option and how they can be tailored to meet your business requirements.

Audience Profile
Purchase Order Processing training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the application functionality.

Prerequisites
Before attending this course, students must have:
•General knowledge of Microsoft Windows
•Knowledge of basic navigation functions in Microsoft Dynamics GP
•Completed General Ledger and/or Payables Management training

At Course Completion
After completing this course, students should be able to:
•Enter Purchase Orders, Receipts, and Returns
•Enter Drop-Ship and Standard Blanket Purchase Orders
•Copy item details from an existing Purchase Order
•Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes
•Understand how Purchase Order Processing integrates with the Accounts Payable module
•Enter Landed Costs at the time you enter the receipt of inventory
•Enter Landed Costs after the items have been received
•Close the Purchasing module
•Define set up options for the module that allow you to customize your system to better fit your organization's unique needs

Course Outline

Module 1: Overview and Setup
This module introduces you to Purchase Order Processing in Microsoft Dynamics GP by examining the core processes used in each step of the Purchase Order Processing lifecycle. This module helps you understand the default system and user options defined in the Purchase Order Processing Setup window and how they affect Purchase Order Processing transactions, such as purchase order entry, shipment receipts, returns, and invoice entry.
Lessons
•Features and Benefits
•Purchase Order Processing Setup
•User-Defined Fields for PO Receipts
•Purchasing Tax Schedules
•Revalue for Cost Variances
•Buyer Maintenance
•Landed Costs
Lab : Purchase Order Processing Setup

Module 2: Entering Purchase Orders
This module examines the processes of entering and printing purchase orders. It also reviews the types of purchase orders available and the steps for processing each order type. This module also examines how to set up a replenishment method to automatically generate purchase orders when inventory items are running low.
Lessons
•Purchase Order Entry
•Linking Purchase Orders to Sales Orders
•Drop-Ship Purchase Orders
•Blanket Purchase Orders
•Printing Purchase Orders
•Automatic Purchase Order Generation
Lab : Entering Purchase Orders
•Add a New Purchase Order
•Add a New Purchase Order with a Sales Order Link
•New Drop-Ship Purchase Order
•New Drop-Ship Blanket Purchase Order
•Purchase Order Generator

Module 3: Entering Shipments
This module examines the process of receiving purchase order shipments for inventory, non-inventory, and lot/serial numbered items. It also reviews how to apportion landed costs during the receiving process, and how to post receipts to the General Ledger. This module also examines how to define lot and serial number masks that are used when lot/serial numbers are automatically generated during shipment receipt transactions.
Lessons
•Entering Purchase Order Receipts
•Shipment line item matching
•Applying Landed Costs
•Posting Receipts
Lab : Entering Shipments
•Received Shipment
•New Shipment/Invoice with Additional Items
•Automatic Generation of Lot Numbers
•Landed Costs

Module 4: Entering Invoices and Returns
This module examines the process of entering invoices against purchase orders, including the posting of purchase price variances. This module reviews the affect of invoice entry on other modules that integrate with Purchasing Order Processing, and it examines how to return shipments to a vendor.
Lessons
•Purchase Invoice Entry
•Verifying Distributions
•Posting Process and Cost Variances
•Returning Purchase Orders
Lab : Entering Invoices and Returns
•New Invoice
•New Invoice for Drop-Ship Purchase Order
•New Purchase Order with Multiple Shipments
•Cost Differences

Module 5: Entering and Removing Records
This module examines the options available for editing, deleting, and voiding purchase orders that exist in the system. The available inquiry screens are reviewed, which enable businesses in making informed purchasing decisions and to track purchasing data. This module discusses the process of replenishing inventory quantities based on historical purchasing report information and how to view inventory quantity and cost information by vendor.
Lessons
•Deleting and Voiding Purchase Orders
•Editing Purchase Orders
•Reconciling Purchase Orders
•Purchase Order Inquiries
•Purchase Order Reports and Reports Scheduler
View outline in Word

A80231

Attend hands-on, instructor-led Purchase Order Processing in Microsoft Dynamics GP - 80231 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics Courses and select the one that's right for you.

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Fee:  $595

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