Microsoft Dynamics GP Preventive Maintenance
Course 8540: One day;
Instructor-Led
On This Page
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.
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.
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 |
Prerequisites
Before attending this course, students must have:
| |
General knowledge of
Microsoftฎ Windowsฎ |
| |
Basic knowledge of
Inventory and Sales Order Processing |
| |
General knowledge of
Service Call Management |
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: |
Course Materials
The student kit includes a comprehensive workbook
and other necessary materials for this class.
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.
