Depot Management in Microsoft Dynamics GP 9.0
Course 8541: One days;
Instructor-Led
On This Page
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
Microsoftฎ Windowsฎ |
| |
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.
