check back soon for updates…
In-Person Training: GP: Boost Your Dynamics GP Skills! (Academy at Summit)
Live In-Person Microsoft Dynamics GP Training with Hands-On Labs - You will learn how to setup Navigation Lists, how to implement and use Live Excel Reports, and how to use SQL Reports. You will also learn how to setup macros, create reports in SmartList Designer, create SmartList Reminders, create SmartList Export Solutions, create refund checks. We will also cover how to review and clean up your data and setup.
Dynamic Communities - Summit North America
I will be presenting several sessions at the 2024 Summit North America hosted by Dynamic Communities! The conference will be in San Antonio, Texas on the beautiful River Walk!
In-Person Training: GP: SmartList/Excel Report Builder and Dashboards (Academy at Summit)
Live In-Person Microsoft Dynamics GP Training with Hands-On Labs. You will Create Custom SmartList Builder Reports with Calculations and Restrictions, and create Excel Report Builder Live Reports.
Summit NA Roadshow - New York City (FREE)
Free Networking and Training event presented by Dynamics Communities with training sessions on Microsoft Dynamics GP, Microsoft Dynamics 365 AX/F&O, Microsoft Dynamics 365 BC/NAV, Microsoft Dynamics 365 CRM and Power Pages.
DynamicsCon LIVE
Tuesday, May 14, 2024 at 9:15 AM
GP User to GP Superhero 2024 - Choose Your Own Superhero's Journey!
Wednesday, May 15, 2024 at 2:45 PM
GP, SQL views, and Macros… optimizing your system is easier than ever!
Dynamics GP Master Classes at Community Summit
Join Amber Bell in-person at Academy at Community Summit in Charlotte, North Carolina. The Pre-Summit GP Masterclass is Friday, October 13 - Monday, October 16 (8:00 AM - 5:00 PM).
GP Pre-Conference: GP Masterclass (f/k/a GP Basics)
Enhance your Microsoft Dynamics GP skills and elevate your proficiency in Payables Management, Receivables Management, Month-End/Year-End Closing, and SmartList Builder reporting. Amber Bell's expert instruction and hands-on exercises ensure that you gain practical knowledge you can apply immediately within your organization. Don't miss this opportunity to become a Dynamics GP master!
Registration is available for individual days or for the 4-Day Series on the Academy at Summit website. Search for classes using the titles below.
**GP Pre-Con: GP Masterclass (f/k/a GP Basics) Day 1 - AP**
Learn the essential skills for effective Payables Management with expert instructor Amber Bell. This comprehensive course covers a range of topics, from initial setup to month-end and year-end processes. Develop a strong foundation in payables handling, including vendor setup, transaction entry, reporting, troubleshooting, and closing procedures.
**GP Pre-Con: GP Masterclass (f/k/a GP Basics) Day 2 - AR**
Dive into Receivables Management best practices. This course equips you with the knowledge and skills needed to navigate through customer setup, transaction entry, reporting, and more. Gain confidence in managing your company's receivables efficiently and effectively.
**GP Pre-Con: GP Masterclass (f/k/a GP Basics) Day 3 – Month-End/ Year-End**
Ensure a smooth closing process with this invaluable course led by Amber Bell. Covering various modules including Purchase Order Processing, Sales Order Processing, Inventory, and more, this class provides hands-on training to help you master month-end and year-end closing procedures. Prevent common mistakes, troubleshoot issues, and set up effective checklists for each module.
**GP Pre-Con: GP Masterclass (f/k/a GP Basics) Day 4 - SLB**
Unlock the power of SmartList Builder with Amber Bell's guidance. From basics to advanced features, this course empowers you to create impactful reports tailored to your organization's needs. Learn to leverage templates, SQL views, and GP tables, while mastering calculations, restrictions, and multi-company reporting. Discover the potential of SmartList Builder for enhanced reporting capabilities.
Note: Verify that your company has access to the SmartList Builder add-on from eOne Solutions before enrolling for Day 4.
Amber will also be speaking in several sessions during Community Summit (October 15th - 20th). Separate registration is required for Summit.
Community Summit 2022 - Amber Bell's Session List
New to GP: Navigation Tips and Tricks
New to GP? This session will teach you how to setup Shortcuts, your Homepage, and use SmartLists and Navigation Lists.
Tuesday, October 11: 9:40 AM - 10:40 AM
Room: Coastal 4 - Convention Center, Level 2
Session Number: 690
New to Dynamics GP: GL, AP, AR
New to GP? This session will cover the functionality and best practices around General Ledger, Accounts Payable and Accounts Receivable...
Wednesday, October 12: 10:45 AM - 11:45 AM
Room: Gainesville 1 - Convention Center, Level 2
Session Number: 899
GP Panel: Ask the Experts
Do you have a GP question to ask? Not sure who to ask? We’ve assembled a group of experts that are here for you! You don’t want to miss this opportunity to get feedback form an incredible panel. Topics of expertise include GP roadmap, upgrades, integrations, customizations, payroll, ISVs and...
Wednesday, October 12: 2:00 PM - 2:45 PM
Room: Osceola 2 - Convention Center, Level 2
Session Number: 501
Dynamics GP User to Superhero
Join Amber Bell from Training Dynamo as she shows you some of her favorite tips and tricks for Microsoft Dynamics GP! You will walk out with x-ray vision into GP Setup, and GP Transaction history....
Wednesday, October 12: 3:00 PM - 4:00 PM
Room: St George 108 - Hotel, Emerald Bay, Atrium Level
Session Number: 691
ACADEMY - Creating Awesome Reports with SmartList Builder for Dynamics GP
--- NOTE: This class is part of the Academy series of classes and requires a separate registration from Summit attendee registration.---- This class will teach you how to create new SmartList Reports using SmartList Builder. You will learn how to create new reports based on templates, SQL Views, tables, and copies...
Thursday, October 13: 8:00 AM - 12:00 PM
Room: Emerald 3 - Hotel, Emerald Bay, Lower Level
Session Number: 949

Microsoft Dynamics GP - Accounts Payable Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Payable! This class covers everything from setup , payment processing through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This is open to ALL GP users (not just Dexpro clients)!

Microsoft Dynamics GP - Accounts Receivable Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Receivable! This class covers everything from setup through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This is open to ALL GP users (not just Dexpro clients)!

Microsoft Dynamics GP - Accounts Payable Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Payable! This class covers everything from setup , payment processing through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This is open to ALL GP users (not just Dexpro clients)!

Microsoft Dynamics GP - Accounts Receivable Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Receivable! This class covers everything from setup through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This is open to ALL GP users (not just Dexpro clients)!

Microsoft Dynamics GP - General Ledger Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for General Ledger/Financials! This class covers everything from setup through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This is open to ALL GP users (not just Dexpro clients)!

Use What You've Got - SQL Reports (Hosted by Dexpro Dynamics)
This is a free 1-hour training session showing Microsoft Dynamics GP and SQL Reports.
This is open to ALL GP users (not just Dexpro clients)!

DynamicsCon - Free Microsoft Dynamics Training Event
DynamicsCon 2021 is a FREE virtual learning experience for Microsoft Dynamics 365 (D365), Dynamics GP, & Power Platform users and professionals happening March 16 – 18 2021.

Microsoft Dynamics GP - Accounts Payable New User Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Payable! This class covers everything from setup , payment processing through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This interactive 4-hour session is open to ALL GP users (not just Dexpro clients)!

Microsoft Dynamics GP - Accounts Receivable New User Bootcamp (Hosted by Dexpro Dynamics)
Live Microsoft Dynamics GP training for Accounts Receivable! This class covers everything from setup through month-end and year-end close. (Attendees will receive a secure link to join the training session).
This interactive 4-hour session is open to ALL GP users (not just Dexpro clients)!

Best Practices for your Month-end and Year-end Close Nov 2020
Closing your books - smooth and "enjoyable" or late and stress-filled? Struggle no longer and join us for this valuable walk-through of best practices for your month-end and year-end close. This course is open to any GP user, and is an elective requirement for the PCAP and PCAR Programs.
Looking forward to another harried holiday season trying to close the books while your CEO waits “patiently”? Or would you like to spend the next few weeks comfortably planning and have a smooth end of year? We'll review the process and best practices for your year-end close in Dynamics GP. Since year-ends happen only once a year (thank goodness!), the steps and lessons learned are easily forgotten. We’ll get you primed with a full checklist of steps to follow, along with a great list of tips and tricks to help you close faster and easier.
Learning Objectives:
Understand how year-end closing can be done using a systematic schedule to capture what you need and when.
Audience: Finance
Level: Intermediate
Prerequisites: Working knowledge of GP Financials and of posting and related routines.

Purchase Order Processing 101: Setup, PO Entry, Receiving and Returns July 2020
Formerly called "Advanced Topics in A/P - Intro to Purchase Order Processing". This class counts towards the GP Certificate Program.
Learn how to leverage Microsoft Dynamics GP Purchase Order Processing (POP) and streamline the related A/P functions in one class! This course is open to any GP user and is a core requirement for the PCAP Certification.
One of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class!
Learn how to set up the module and enter purchase orders, enter shipment receipts and match the shipment to an invoice. You will also learn the basics of POP returns. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle.
You'll walk away knowing how to:
Define setup options that allow you to customize your system to better fit your organization's unique needs
Enter Purchase Orders, Receipts, and Returns
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
Use Navigation Lists to Copy, Receive, Print, Email and Invoice Purchase Orders.
Learning Objectives:
Understand how Purchase Order Processing integrates with the Accounts Payable module
Understand the Purchase Order Processing setup options.
Identify opportunities for enhanced support of your organization’s purchasing and payables processes
Audience: GP Finance
Level: Beginner
Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.
Preparation : Please bring a Windows PC to class for the Academy hands-on training environment.
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Getting Started with Payables Management in Dynamics GP June 2020
This class is designed to help anyone who is new to processing Accounts Payable (Payables Management) through Microsoft Dynamics GP. The class starts with a review of the basic settings in Payables Management and Posting and how this affects day-to-day transaction processing. We will also go over tips for navigation (setting up your homepage, toolbar, shortcuts, and using Navigation Lists).
Core Agenda:
Vendors and Vendor Classes
Payables Transaction Entry: (Invoices, Credit Memos, etc.)
Setting up Batches for Payables Transactions
Payment Options:
Entering and Paying at the same time
Payment Batches – Checks, EFT, Credit Card
Manual Payments
Reviewing and Posting Batches
How to review the Edit List
What is “Batch Recovery” and how to fix transactions with errors.
Payables Reports
Trial Balance (Aging)
Cash Requirements
Navigation Lists (Great for former QuickBooks users)
How to customize Navigation Lists
Using the Actions Pane to quickly create transactions
How to run reports for specific Vendors using the Navigation List
Maintaining Records
Vendor and Transaction Holds
Editing Transaction Information
Voiding Open and Historical Transactions
Deleting vs. Inactivating Vendors
Inquiries, SmartLists and Excel Report
Month and Year-End Closing
Period/Month End Checklist
Year-End Checklist
Processing 1099s
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment.

Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User May 2020
The GP Best Practices course is aimed at beginning and intermediate users of GP.
If you love the Tips and Tricks you see at GPUG Summit or GPUG Amplify and wish there was a class that let you ask questions and try them out, this class is for you! This course will provide training on some of the most amazing yet underutilized areas of Microsoft Dynamics GP. This course doesn’t concentrate on just one area or tool within Microsoft Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Microsoft Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, to help you get more out of your investment in Microsoft Dynamics GP and to see how you can have fun and work faster and more accurately than you ever imagined!
Learning Objectives:
Identify key opportunities for more efficient and effective use of Microsoft Dynamics GP.
Understand at a high level the primary functions and relationships of the core modules & administrative areas of Microsoft Dynamics GP.
Have fun and ask “Has that feature been there for all these years?!?!”
Audience: Any GP user, but targeted at those with less than 3 years of experience
Prerequisites: None
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment.
Level: Beginner
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Purchase Order Processing 101: Setup, PO Entry, Receiving and Returns March 2020
Formerly called "Advanced Topics in A/P - Intro to Purchase Order Processing". This class counts towards the GP Certificate Program.
Learn how to leverage Microsoft Dynamics GP Purchase Order Processing (POP) and streamline the related A/P functions in one class! This course is open to any GP user and is a core requirement for the PCAP Certification.
One of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class!
Learn how to set up the module and enter purchase orders, enter shipment receipts and match the shipment to an invoice. You will also learn the basics of POP returns. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle.
You'll walk away knowing how to:
Define setup options that allow you to customize your system to better fit your organization's unique needs
Enter Purchase Orders, Receipts, and Returns
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
Use Navigation Lists to Copy, Receive, Print, Email and Invoice Purchase Orders.
Learning Objectives:
Understand how Purchase Order Processing integrates with the Accounts Payable module
Understand the Purchase Order Processing setup options.
Identify opportunities for enhanced support of your organization’s purchasing and payables processes
Audience: GP Finance
Level: Beginner
Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.
Preparation : Please bring a Windows PC to class for the Academy hands-on training environment.
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Academy - Getting Started with Payables Management in Dynamics GP Feb 2020
This class is designed to help anyone who is new to processing Accounts Payable (Payables Management) through Microsoft Dynamics GP. The class starts with a review of the basic settings in Payables Management and Posting and how this affects day-to-day transaction processing. We will also go over tips for navigation (setting up your homepage, toolbar, shortcuts, and using Navigation Lists).
Core Agenda:
Vendors and Vendor Classes
Payables Transaction Entry: (Invoices, Credit Memos, etc.)
Setting up Batches for Payables Transactions
Payment Options:
Entering and Paying at the same time
Payment Batches – Checks, EFT, Credit Card
Manual Payments
Reviewing and Posting Batches
How to review the Edit List
What is “Batch Recovery” and how to fix transactions with errors.
Payables Reports
Trial Balance (Aging)
Cash Requirements
Navigation Lists (Great for former QuickBooks users)
How to customize Navigation Lists
Using the Actions Pane to quickly create transactions
How to run reports for specific Vendors using the Navigation List
Maintaining Records
Vendor and Transaction Holds
Editing Transaction Information
Voiding Open and Historical Transactions
Deleting vs. Inactivating Vendors
Inquiries, SmartLists and Excel Report
Month and Year-End Closing
Period/Month End Checklist
Year-End Checklist
Processing 1099s
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment.

GP User Workshop
Are you (or any of your co-workers) new to Microsoft Dynamics GP? Did you have to learn GP on your own and want tips to make Navigation and Reporting easier? If so, join Amber Bell at the Training Dynamo – User Workshop! This 3-hour class will teach you how to setup your Home Page, create handy toolbar shortcuts, setup Tasks and Reminders, learn the basics of using Macros, how to use Navigation Lists to simplify your day-to-day processes and cool tricks using SmartList! The workshop is based on the ALL-NEW Microsoft Dynamics GP Workbook! Registration includes a copy of the book ($100 value)!
All are welcome to join! If you are a GP Partner or Consultant and you would like to discuss using these books for your clients contact amber@trainingdynamo.com.
Tuesday, February 11th at 1:00 PM Eastern (3-hour session)
Cost:
$350 - Includes one workbook ($100 value!!!) and the 3-hour Workshop

Microsoft Dynamics GP: Year-End Workshop!
We will be using the “Microsoft Dynamics GP: Year-End Workbook!” during this 3-hour workshop. The workbook ($100 Value) is included in your registration fee!
You will learn how to setup Month-End Checklists to help you review New Vendors, Customers and GL Accounts. You will also learn easy ways to find errors that you can fix now so that your Year-End will be a breeze!
After attending the Year-End Closing Workshop and reviewing the Workbook, you will have the tools needed to complete your Year-End close.
If you prefer to work with your GP Partner to complete your Year-End close, you can still use this workbook and attend the workshop! You will save time and money by improving your Period-End processes, perfecting balancing the GL to your Subledgers and completing the pre-close tasks.
All are welcome to join! If you are a GP Partner or Consultant and you would like to discuss using these books for your clients contact amber@trainingdynamo.com.
Tuesday, January 28th at 1:00 PM Eastern (3-hour session)
Cost:
$350 - Includes one workbook ($100 value!!!) and the 3-hour Workshop

GP User to GP Superhero (Summit 2019 Edition)
Faster than a speeding bullet...more powerful than a locomotive...come join Amber Bell (Training Dynamo) in this fast-paced GP Tips session that will turn you from a GP User into a GP Superhero!
Learning Objectives:
Have X-Ray Vision into Company Data using SmartList Designer/Builder's Publish to Excel functionality!
Prevent Data Annihilation using Field Level Security!
Move through GP 'Faster Than a Speeding Bullet' with a new way to create Macros!
Free for GPUG Members!

GPUG California (Sacramento) Chapter Meeting - Q4 2019
I am really excited to join the Sacramento chapter meeting! Marlena Stark and I are looking forward to all of your questions! I will be sharing lots of tips for Year-End Closing and Navigation in GP!
When: Dec 17, 2019 from 12:00 PM to 4:00 PM (PT)
Where: Northern California Power Agency HQ, 651 Commerce Drive, Roseville, CA, 95678, US

Beyond the Basics - Best Practices for Dynamics GP Month-End/Year-End Close
Beyond the Basics: Best Practices for Microsoft Dynamics GP Month-End Close will cover a variety of tips to improve your Month-End close procedures for General Ledger, Payables Management, Receivables Management, Sales Order Processing, Purchase Order Processing and Inventory. You will learn the best ways to use Microsoft Dynamics GP standard reports, inquiry windows, SmartLists, Navigation Lists, and Excel Reports to troubleshoot common issues and prevent user mistakes.
Attend this session to learn how to balance your subledgers to the GL to ensure your data makes sense and can stand up to the strictest of auditors! Learn how checking a couple boxes can prevent common mistakes and save you thousands of dollars in Microsoft Dynamics GP support.
Learning Objectives:
Create Month-End Checklists inside of Microsoft Dynamics GP
Review System setup to prevent errors and mistakes
Create SmartList reports to review Master Records (Customers, Vendors, and Items)
Create SmartList reports to review unposted transactions
Create SmartList reports to review transactions to Control Accounts (AP, AR, Inventory, Accrued Purchases and Cash)
Reconciling Checkbooks in Microsoft Dynamics GP.
Use Excel Reports to analyze data from GP in refreshable lists, charts, and graphs.
Level: Intermediate
Audience: Finance / GP Support
Prerequisites: Basic Dynamics GP Skills
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.
Training Materials: Training Dynamo: Microsoft Dynamics GP Year-End Closing Workbook
Delivery Method: Live classroom training
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.

Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User
The GP Best Practices course is aimed at beginning and intermediate users of GP.
If you love the Tips and Tricks you see at GPUG Summit or GPUG Amplify and wish there was a class that let you ask questions and try them out, this class is for you! This course will provide training on some of the most amazing yet underutilized areas of Microsoft Dynamics GP. This course doesn’t concentrate on just one area or tool within Microsoft Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Microsoft Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, to help you get more out of your investment in Microsoft Dynamics GP and to see how you can have fun and work faster and more accurately than you ever imagined!
Learning Objectives:
Identify key opportunities for more efficient and effective use of Microsoft Dynamics GP.
Understand at a high level the primary functions and relationships of the core modules & administrative areas of Microsoft Dynamics GP.
Have fun and ask “Has that feature been there for all these years?!?!”
Instructor: Amber Bell
Audience: Any GP user, but targeted at those with less than 3 years of experience
Prerequisites: None
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.
Level: Beginner
Delivery Method: Live classroom training
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

GPUG Summit 2019
User Group Summit delivers the can’t-miss annual conference for users of the Microsoft Business Applications platform – featuring education on all versions of Dynamics 365, AX, CRM, GP, BC/NAV, Power BI, PowerApps, and Microsoft Flow. With credible peer-to-peer knowledge exchange at its core, this event provides focused learning and networking as users gain instrumental solutions for their everyday system challenges and larger organizational goals. In every industry and across the globe, Summit is well known as a premier user-centric experience.
At Summit, attendees will have access to:
• Summit is the only in-person event featuring user-produced education on how to maximize the performance of your software, regardless of version, to further your job role, career, and product investment.
• Expertise is shared openly and honestly in an authentic community-driven environment that allows you to home in on your region, industry and role—providing the ultimate customized experience that offers return on investment year-round.
• Network with peers who are in similar roles and face the same issues on a daily basis and receive un-biased support/problem-solving.
Join Amber at this year’s GPUG Summit! She will be presenting several sessions….stay tuned for more information!

Purchase Order Processing 101: Setup, PO Entry, Receiving and Returns
Learn how to leverage Microsoft Dynamics GP Purchase Order Processing (POP) and streamline the related A/P functions in one class! This course is open to any GP user and is a core requirement for the PCAP CertificationOne of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class!
Learn how to set up the module and enter purchase orders, enter shipment receipts and match the shipment to an invoice. You will also learn the basics of POP returns. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle.
You'll walk away knowing how to:
Define setup options that allow you to customize your system to better fit your organization's unique needs
Enter Purchase Orders, Receipts, and Returns
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
Use Navigation Lists to Copy, Receive, Print, Email and Invoice Purchase Orders.
Learning Objectives:
Understand how Purchase Order Processing integrates with the Accounts Payable module
Understand the Purchase Order Processing setup options.
Identify opportunities for enhanced support of your organization’s purchasing and payables processes
Instructor: Amber Bell
Audience: GP Finance
Level: Beginner
Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.
Delivery Method: Live Classroom training
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.