Training

Training

At PTC, you have the choice of three flexible training options for your Dynamics GP solution. Our consultants will work with you and your team to find and execute the best blend of training to meet your organizational needs.

Classroom-Based Training

PTC offers classroom-based training courses at our location in Allentown, NJ. Just 20 minutes from Princeton, NJ. Our training center offers an affordable solution for training both new and advanced Dynamics GP users, away from the distractions of your own office.

  • Classes taught by Microsoft Dynamics GP professionals.
  • All classes eligible for CPE credits upon request.

Online Webinar-Based Training

In today’s demanding business world, we realize that it is not always possible to get out of the office. In addition to our classroom-based classes at the PTC training center, we also offer online webinar-based training sessions that you can attend from anywhere with an internet connection.

  • Classes taught by Microsoft Dynamics GP professionals.
  • Classes are eligible for CPE credits upon request.

Classes by Request

If business demands have you restricted from leaving your office, or if the date of the class you are looking for is not acceptable and/or not on our current schedule, please contact us to discuss training plans tailored to meet your particular needs. We can add classroom training classes specific to your date/time (minimum attendees required) or we can send a trainer to your facility (No minimum number of attendees is required. Standard hourly billing rates apply). Request a quotation today.


Available Dynamics GP Classes:

Become more efficient using Crystal Report Writer with Microsoft Dynamics GP (GP). Crystal Reporting for GP training is a one day class focusing on GP data tables and using them to create new reports. The attendee will learn how to link tables, sort and group data, summarize data, define record selections, create formulas, use parameter fields, format fields and distribute reports.

  • Overview & Purpose of Crystal Reports
  • Planning a Report
  • Crystal Reports Terminology (Field; Record; Table; Database; ODBC)
  • Great Plains Data Tables (File Naming Conventions; File Types; Table Descriptions; Fields)
  • Creating a New Report
  • Table Linking
  • Sorting and Grouping Data
  • Summarizing Data
  • Record Selection
  • Formula Fundamentals
  • Using Parameter Fields
  • Formatting Fields, Sections and Report
  • Report Distribution

Further enhance your SmartList Builder experience by leveraging Excel Report Builder, a component included with the SmartList Builder. Attendees will learn to create Excel reports, calculated fields, matching tables (joins), deploying Excel reports, Excel report security, and database structure.

  • Database Basics
  • Excel Report Builder Overview
  • Excel Report Builder Basics
  • Creating Basic Excel Reports
  • Publishing Reports
  • Advanced Excel Report Options
  • Using Outside Data
  • Other Features (re-ordering columns; duplicate reports; creating a SmartList from a report; change display names and more)
  • Sample Excel Reports
  • Configuring Excel Reports
  • Calculated Field Functions

The half-day Microsoft Dynamics GP Fixed Assets course delves into the accounting cycle and the processes required to enter, manage, depreciate, and retire fixed assets.

  • Overview
  • Fixed Assets Cards
  • Fixed Assets Transactions
  • Master Record Of Assets
  • Purchasing Assets
  • Routines
  • Physical Inventory For Fixed Assets
  • Viewing & Printing Asset Information
  • Month End Procedures
  • Year End Procedures
  • Utilities

General Ledger: This course provides an understanding of the basic principles of the General Ledger. In this course you will learn how to enter and copy journals, create back out and correcting journals, use templates and also enter standing journals. You will also learn how to make an inquiry on journals and trace transactions back to their source and view summary data for an account. We will cover how to setup new posting accounts, perform month-end and year-end procedures and utilities.

  • Set Up General Ledger
  • Setting Up Account Segments
  • Setting Up Master Records
  • Changing Master Records
  • Enter General Ledger Transactions
  • Journal Entries
  • Quick Journals
  • Routines
  • General Ledger Workflow
  • Retrieving Information via Inquiries
  • Month-End Procedures Checklist
  • Year-End Procedures Checklist
  • Utilities

Bank Reconciliation: This course is designed to help you understand the different types of bank transactions available and the windows used to enter them. You will be introduced to tasks such as creating and setting up checkbooks, handling daily procedures, checkbook reconciliation and maintaining records in Bank Reconciliation.

  • Checkbook Maintenance
  • Transactions
  • Receipts
  • Differences between Voiding and Clearing Receipts
  • Deposits
  • Bank Account Transfers
  • Bank Statement Reconciliation
  • List of Reports to Preview before Reconciling
  • Retrieve Information with Inquiries
  • List of Reports To Print
  • Utilities

This course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include exploring application features, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.
General Navigation

  • Launching the Microsoft Dynamics GP Application
  • Company Login
  • Overview and Features of the Microsoft Dynamics GP Application Window
  • Exploring the Tool Bar
  • Exploring and customizing the Home Page
  • Dynamics GP Window Components
  • Reminders
  • Task List
  • Reports 

SmartList

  • Overview of SmartList
  • Starting Up Smartlist
  • Setting Up or Creating New Favorites
  • Exporting Search Results To Excel or Word
  • Export Solutions
  • Opening Dynamics GG Windows Using Smartlist

This comprehensive course provides you with an in-depth view of the extensive functionality contained within the Human Resources application.

  • Human Resources setup windows
  • Setup the HR Benefit & Deduction system
  • Setup Attendance including accruals
  • Human Resource Employee Windows and how they may be used
  • Applicant system
  • Produce HR reports relating to your organizational structure

The Microsoft Dynamics GP Inventory Control training course covers all aspects of the Inventory module from the initial setup of inventory items and the multiple methods of valuation supported, to the types of inventory transactions available and the tight integration to the Purchase Order Processing and Sales Order Processing modules. You learn how to control inventory challenges and maximize your company's net profits based on the way you do business.

  • Setup a Unit Of Measure Schedule
  • Setup an Item Class
  • Setup a New Site Id
  • Setup a New Bin
  • Enter A New Inventory Item
  • Setup Landed Cost
  • Setup Landed Cost Group
  • Entering Inventory Transactions
  • Entering Inventory Transfer Transactions
  • Entering Tranfer Transactions For Damaged Items Received
  • Posting Inventory Batches
  • Setup for Stock Counts
  • Processing Stock Counts
  • Retrieve Information with Inquiries
  • List of Reports to Print
  • Month-End Procedures Checklist
  • Year-End Procedures Checklist
  • Utilities

Management Reporter is a financial reporting and analysis application to replace FRx Financial Reporting.  Management Reporter retains many elements of FRx but is built on SQL architecture that provides greater scalability and reliability for customers.  This class is designed for individuals who create, modify, secure and publish financial management reports.
Microsoft FRx customers making the transition to Management Reporter will experience a variety of new features including the following: Direct integration to the Microsoft Dynamics GP general ledger; Enhanced presentation capabilities; Drill-down capabilities; Enhanced XBRL capabilities; Reusable building blocks; A Report Library

  • Introduction and Overview
  • Management Reporter Navigation
    • Objectives
    • Introduction
    • Menu Bar
    • Toolbars
    • Navigation Pane
    • View Pane
    • Building Block Groups
  • Detailed Trial Balance
    • Create a New Row Definition
    • Create a New Column Definition
    • Create Trial Balance Report Definition
    • View the Trial Balance
  • Detailed Income Statement
    • Modify a Row Definition
    • Modify a Report Definition
    • Report Viewer
  • Working with Reporting Trees
    • Two Level Dimension Based Reporting Trees
    • Departmental Income Statement
    • Reporting Tree Symbols
    • Multilevel Reporting Trees
    • Other Reporting Tree Options
  • Review Plus
    • View the Demo Report Definitions
    • Wildcards and Ranges
    • Export and Import Building Blocks
  • Side by Side Reporting
    • Divisional Income Statement
    • Row Modifiers
    • Unit Restrictions in the Row Definition
    • Rotate the Building Blocks
  • Relational Reporting
    • Define a BASEROW Column Definition
    • Define a CBR Row
    • Multiple CBR Rows
  • Variance Reporting
    • Over/(Under) Variances
    • Favorable/(Unfavorable) Variances
    • Design Review
  • Balance Sheet Reporting
    • Create a Balance Sheet Row Definition
    • Create Balance Sheet Column Definitions
    • Create the Report Definition
    • Sample Balance Sheets
  • Statements of Cash Flow
    • Sample Statement of Cash Flow
    • Review the Cash Flow Building Blocks
    • Generating the Statement of Cash Flow
    • FASB Style Statement of Cash Flow
  • Consolidation Reporting
    • Consolidation Overview
    • Multi-Company Reporting Trees
    • Consolidating Column Definitions
    • Consolidating Row Definitions
    • Consolidating Report Definition
    • Sort Commands
    • External Worksheet Linking
    • Consolidating Balance Sheet with Separate Link
  • Report Output and Distribution
    • Output Type
    • Other Options and Exception Report
    • Report Viewer Distribution
  • Security
    • Defining Users and Roles
    • Working with Groups and Companies
    • Report Viewer Security
    • Generator Functionality
  • Maintenance
    • Tools Menu Options
    • Report Groups
  • Data Migration
    • Migration Steps
  • XBRL
    • XBRL Overview
    • XBRL Setup
    • Row Definition for XBRL
    • XBRL Column Definitions and Reporting Trees
    • Review XBRL Output

This one-day Microsoft Dynamics GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control and much more.

  • Set Up Vendors Classes
  • Set Up New Shipping Methods
  • Set Up New Vendors
  • Entering Payables Transactions
  • Payables Scheduled Payments Entry
  • Manual Payments
  • Check Processing Details
  • Applying Payables Documents
  • Place Or Release Vendor Holds
  • Place Or Release Transactions On Holds
  • Void Open Payables Transactions
  • Void Historical Payables Transactions
  • Edit Payables Transactions
  • Retrieve Information With Inquiries
  • List Of Reports To Print
  • Month-End Procedures Checklist
  • Year-End Procedures Checklist
  • Creating & Printing 1099’s
  • Utilities

The Microsoft Dynamics GP Payroll course covers the setup of employee information, tax information and all of the necessary setups to start the processing of payroll checks, including information on using direct deposit. It also focuses on the options available for closing procedures.

  • Setup options
  • Setup payroll codes and taxes
  • Setup employee classes and records
  • Entering time card information
  • Processing computer and manual checks
  • Maintaining payroll records
  • Voiding payroll checks
  • Mass employee updating
  • Month-to-date, quarter-to-date, and year-to-date procedures
  • Key reports and inquiries

Designed to make the average user into a power user, the course covers all of the basic aspect of using MS Dynamics GP. Users learn how to print reports, utilize the Letter Writing Assistant, customizing searches, SmartList usage, macros, and many other desk top oriented topics. It is an excellent introduction for new employees of a firm that has been using GP as well as a good introduction to the product for new employees.

  • Logging In to Dynamics GP
  • Logging Out of Dynamics
  • The Dynamics GP Desktop
    • The Address Bar
    • Tool Bar
    • The Navigation Pane
    • The Status Bar
    • The Content Pane – Home Page, List View Functions, Menu View and Reports List View
  • Task Windows
    • Launching Task Windows
    • Common Features
    • Window Formats
  • Finding Data
    • SmartList
    • Lookups
  • Inquiries and Drill Downs
  • List Views
  • Printing Reports
    • From Reports Menus
    • From Other Windows
    • From Reports Groups
    • From My Reports
    • From the Action Pane
    • Printing to The Screen
    • Other Reporting Tools – FRx, SQL Reporting Services, ODC, Crystal Reports
  • Posting
    • Using Transactional Posting
    • Using Batch Posting
    • Series/Master Posting
    • Batch Recovery
  • Classes
  • Using Custom Links
    • Linking E-Mail System to Cards
    • Linking Web Sites
    • Tracking Links
  • Using Business Alerts
  • Letter Writing Assistant
    • Maintaining Letters
    • Generating Letters
  • Modifying the Desktop
    • Tool Bars, Menus & Navigation Pane
    • Shortcuts
    • Modifying the Home page
    • Creating List Views
    • Setting User Preferences
  • Dynamics GP Macros
    • Macro Basics
    • Pauses and User Entered Fields
    • Silencing the Macro
    • Macros and Shortcuts
    • Mail Merge Macro

The Microsoft Dynamics GP Inventory Control training course covers the types of purchase orders available and the steps for processing, entering receipts against purchase orders, entering invoices against purchase orders, editing, deleting, and voiding purchase orders, replenishing inventory quantities based on historical purchasing report information and how to view inventory quantity and cost information by vendor.

  • Purchase Order Processing
  • Enter standard and drop-ship purchase orders.
  • Changing the status of purchase orders and line items
  • Entering and posting shipment receipts, invoice receipts and shipment/invoice receipts
  • Matching shipments to invoices
  • Linking back-ordered quantities from SOP to existing purchase order line items
  • Allowing receiving line items to a different location than the original purchase order
  • Allowing receiving without a purchase order
  • Editing item’s unit cost and extended cost during receiving

The Microsoft Dynamics GP Receivables Management course covers the accounting cycle and the processes required to receivable transactions and receive payments from customers. This course will show you how to perform additional functions such as credit memos, prepayments, small balance write offs, print customer statements, enter and void scheduled payments, and month-end closing procedures, and more.

  • Customer Class Setup
  • Payment Terms Setup
  • New Customers Setup
  • National Accounts Setup
  • Entering Receivables Transactions
  • Receivables Scheduled Payments Entry
  • Entering Cash Receipts For Customers
  • Applying Posted Transactions
  • Handling NSF Checks, Voiding And Waiving Posted Transactions
  • Receivables Workflow
  • Voiding Posted Payment Schedules
  • Editing Receivables Transactions
  • Retrieve Information With Inquiries
  • List of Reports To Print
  • Month-End Procedures Checklist
  • Year-End Procedures Checklist
  • Utilities

The Microsoft Dynamics GP Sales Order Processing course covers the accounting cycle and the processes required to enter and ship sales orders. This training course shows you how to easily manage the life-cycle of your customer’s order from the initial quote to the shipment documentation and final invoicing.

  • Setup Default Sales Document
  • Setup New Prospects
  • Entering Sales Order Processing Transactions
  • Printing Sales Orders
  • The Fulfillment Process
  • Sales Invoices
  • Fulfillment Orders
  • Entering Product Returned by Customers
  • Retrieving Information with Inquiries
  • Sales Reports
  • Utilities
  • Additional Features In Sales Order Processing

You’ve asked for it and we are now delivering it! Use SmartList Builder to create unlimited views to all the information captured in Dynamics GP to allow you to make better business decisions by providing you information to view, analyze and export. Attendees will learn to create new SmartLists, including adding their own Go To’s, creating calculated fields, matching tables (joins), deploying SmartLists, SmartList security and database structure.

  • Database Basics
  • SmartList Builder Overview
  • SmartList Builder Basics
  • Creating Basic SmartLists
  • Advanced SmartList Options
  • Using Outside Data
  • Maintenance Tasks
  • SmartList Builder Security
  • Sample SmartLists
  • Calculated Field Functions

You’ve asked for it and we are now delivering it! Use SmartList Builder to create unlimited views to all the information captured in Dynamics GP to allow you to make better business decisions by providing you information to view, analyze and export. Attendees will learn to create new SmartLists, including adding their own Go To’s, creating calculated fields, matching tables (joins), deploying SmartLists, SmartList security and database structure.

  • Database Basics
  • SmartList Builder Overview
  • SmartList Builder Basics
  • Creating Basic SmartLists
  • Advanced SmartList Options
  • Using Outside Data
  • Maintenance Tasks
  • SmartList Builder Security
  • Sample SmartLists
  • Calculated Field Functions

Excel Report Builder
Further enhance your SmartList Builder experience by leveraging Excel Report Builder, a component included with the SmartList Builder. Attendees will learn to create Excel reports, calculated fields, matching tables (joins), deploying Excel reports, Excel report security, and database structure.

  • Database Basics
  • Excel Report Builder Overview
  • Excel Report Builder Basics
  • Creating Basic Excel Reports
  • Publishing Reports
  • Advanced Excel Report Options
  • Using Outside Data
  • Other Features (re-ordering columns; duplicate reports; creating a SmartList from a report; change display names and more)
  • Sample Excel Reports
  • Configuring Excel Reports
  • Calculated Field Functions

In this class you will learn how to create, deploy and run high quality information packed reports using the SQL Server Reporting Services tools.
Course Overview: SQL Server Reporting Services provides a collection of tools that allows for reporting on data and extracting data to tools such as Microsoft Excel. Table reports, charts, graphs, gauges, indicators and a number of other tools can take thousands of transactions and reduce them to easily seen trends. Executive dashboards showing open orders, orders invoiced today, purchase orders outstanding, PO’s received today, inventory dollar values, transactions per month compared to last month or this same month last year are all easy to build. 

  • Introduction
    • General Development Flow
    • Data Sources/Datasets
    • Building and Testing Reports
    • Deploying Reports
    • Launching Reports
    • Projects
    • Our Approach
    • Describe how data is stored in Microsoft Dynamics GP
    • Determine where information exists in Microsoft Dynamics GP
  • SQL Server Report Builder
    •    Overview
    • Starting the Report Builder
    • That First Report
    • Multi-Table Report with Groups
    • Formatting Options
  • Reporting With Visual Studio
    • That First Report
    • Projects
    • Panes and Views
  • Accessing Data
    • Defining Data Sources
    • Datasets
    • Query Designer Options
    • The Expression Builder Window
    • Accessing Data Other Than SQL
    • Applying Parameters to Datasets
  • Basic Report Creation
    • A Tour of the Desktops
    • Creating a Report – Overview
    • Creating a Table Report
    • Creating a Matrix Report
    • Creating a List Report
    • General Report Formatting
  • Formatting Text and Data
    • Common Property Screens
    • Toolbox Items
    • Body Properties
    • Header Properties
    • Footer Properties
    • Group Properties
    • Row/Column Visibility
  • Sub-Reports, Charts, etc
    • Subreports
    • Charts
    • Gauges
    • Maps
    • Data Bars
    • Sparkline
    • Indicators
  • The Report Manager
    • Overview
    • Deploying Report Objects
    • Navigating the Report Manager
    • Folders
    • Report Management Menu
    • Launching Report Builder
    • Manage Data Sources
    • Dataset Management
    • Report Manager Security
    • Site Settings
    • List available reports, models, and data sources
    • Demonstrate how to deploy data connections and reports, and make reports available in Microsoft Dynamics GP.
    • Make reports available on the My Reports list.
  • Report prep and Planning
    • Designing the Report
    • Report Specifications
    • Getting Spec Approvals
    • Generating Sample Reports
    • Making a Report Look Good

This seminar delivers something for everyone--beginners, intermediate and advanced users as we share Microsoft Dynamics GP tips that you'll want to race back and implement.
Systems

  • Setting User Preferences
  • Turning Off Unwanted Notes
  • OLE/Record Notes
  • Advanced Lookups
  • Batch Posting Recovery Overview
  • Tool Bar Menus
  • Task Screens
  • Using the New User Desktop
  • Remember Pallets?
  • The Navigation Pane
  • List Pane Functions
  • The Action pane
  • Managing List Content
  • Creating Customized Lists
  • The Reports List
  • Using Custom Links
  • Giving Meaningful Names to Fiscal Periods
  • Using Business Alerts
  • Office Data Connections

 General Ledger

  • Account Roll-up Inquiry

Accounts Receivable

  • Perform a Mass Write-Off of Small Balances or Overpayments
  • Paid Transaction Removal

 Accounts Payable

  • Accumulating USE Tax
  • Deleting Vendors

Sales Order Processing

  • Sales Transaction Quick Print

Purchase Order Processing

  • Closing Purchase Orders

Miscellaneous

  • Editing the Package File
  • Smartlists

Troubleshooting

  • Receivables Not Reconciling to GL
  • Payables Not Reconciling to GL
  • Posting Inventory Batches to GL

This second part of the Tips and Tricks seminar series delivers even more helpful topics for your Dynamics GP experience.
System Notes

  • Letter Writing Assistant
  • Classes
  • Dynamics GP Macros
  • Multiple SA’s
  • Editing the Package File
  • Getting Record Notes on Reports

General Ledger

  • GL Posting Levels
  • Account Categories – What are they good for?
  • Transaction matching
  • Printing YTD Trial Balances
  • Preventing a Fiscal Nightmare

Receivables

  • Need to Support Strange Terms in Receivables?
  • Distributions Stop Updating
  • Printing “Copy” on Invoices

 Payables

  • Recording an Unused Check
  • Removing Completed POs
  • Un-apply Historical PM Transactions

Inventory

  • Inventory Types
  • Removing a Vendor from Inventory Items
  • Why Inventory Value Does Not Match GL

Sales Order Processing

  • Markdowns
  • Eliminating the Sales Shortage Options
  • Sales order Processing Distribution Type Codes
  • Selling Discontinued Items
  • Entering Items Using the Customer’s Part Number

Purchase Order Processing

  • Which Return Scheme to Use When
  • Delivering Back Ordered Items
  • Monitoring Vendor Performance

Smartlist

  • Smartlist vs Smart List Builder
  • Smartlist Basics
  • Finding Fields by Type
  • Exporting to Excel or Word

Setting Up ODC For Excel Reports
FRx

  • Using Categories in FRx Reports
  • Account Sets
  • Using Windows Authentication to Log In to FRx
  • Using Unit Accounts for Statistical Reporting
  • Creating Tiered Columns

If you are looking for a class that isn't on our upcoming calendar or if you aren't able to get out of your office or attend one of our Online Webinars on the dates we have scheduled, give us a call! We can accommodate you training request by arranging for our trainer to come to your office. Standard hourly billing rates apply. Contact us today.

 



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