Course 8537A:

Field Service - Contract Administration in Microsoft Dynamics GP 9.0

Length:1 Days
Published:February 01, 2006
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics GP 9.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
The one day Microsoft DynamicsT GP Contract Administration course explores the windows and functions used to process Contracts. This course also teaches about the underlying master tables used throughout the Field Service Series (FSS) modules. Additional features such as transfers, renewals, and cancellations are covered as well.
A thorough understanding of these topics allows you to handle all necessary functions regarding processing relating to service level contracts. You learn how to set up contract type and price books; and how to enter, maintain, and renew contracts. 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 Profile
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Contract Administration.
The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Great Plains Contract Administration and gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should be able to:
  • Enter and maintain different types of contracts.
  • Process billing and revenue recognition for Contracts.
  • Create contracts from Sales Order Processing.
  • Handle transfers from quotes to live documents.
  • Process renewal letters.
  • Process auto-renewals and evergreen contracts.
  • Perform analysis regarding contract profitability.
Course OutlineModule 1: Overview
This chapter provides a general overview of the features and benefits of using the Contract Administration module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.
Lessons
  • Contract Administration Features and Benefits
  • Contract Administration Overview
  • Integration
  • Contract Administration Roadmap
After completing this chapter, students will be able to:
  • Identify the features and benefits available when using Contract Administration.
  • Discuss integration that takes place between Contract Administration and other modules within the application.
  • Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Contract Administration.
Module 2: Setup Procedures
This chapter focuses on the setup procedures for the Contract Administration module. We will examine the pre-requisite setup and overlapping windows to make Contracts operate smoothly. Contract Administration setup reports are also discussed briefly.
Lessons
  • Contract Administration Setup Checklist
  • Setup Procedures for Other Modules
  • Item maintenance
  • Contract Type Maintenance
  • Contract Pricing Maintenance
  • Contract Setup
Lab : Setup precursor data for ReturnsLab : Create Customer and Item extensionsLab : Create RMA TypesLab : Update RMA Types for Ready Close statusLab : Create RTV TypesLab : Contract SetupLab : Contract Price Books
After completing this chapter, students will be able to:
  • Customize settings for the Contract Administration module.
  • Setup extended data for customers and items.
  • Create Contract types.
  • Create Contract price books.
Module 3: Equipment Maintenance
This chapter helps the student to understand the equipment master and it's relationship to inventory and customers and how it is used in the Contracts module.
Lessons
  • Inventory vs. Equipment
  • Equipment maintenance
  • System Configuration maintenance
  • Equipment meter readings
Lab : Create Equipment Maintenance records manuallyLab : Create Equipment records from SOPLab : Create Equipment records from PO ReceivingLab : Test your knowledge - Equipment maintenance
After completing this chapter, students will be able to:
  • Enter and edit equipment records.
  • Perform actions related to equipment.
Module 4: Contract Entry
This chapter describes how to enter contracts and reviews available features for billing and revenue recognition variations.
Lessons
  • Quick Start - Contract Entry
  • Contract Record Types
  • Contract Header
  • Contract Renewal options
  • Contract Sites
  • Contract Lines
  • Sales Contract Entry
  • Contract Transfer
Lab : Basic Contract EntryLab : Contract Entry - discountsLab : Sales Contract EntryLab : Contract Entry - QuoteLab : Contract TransferLab : Test Your knowledge
After completing this chapter, students will be able to:
  • Enter all types of contracts - quotes, templates, contracts.
  • Set up additional features for renewal and revenue recognition.
Module 5: Contract Daily Procedures
This chapter discusses where to locate information about the contract to understand profitability and remaining invoices or revenue. The student will learn the process for billing and recognizing revenue. A review of the various ways to cancel contracts is discussed.
Lessons
  • Locating billing & revenue information
  • Post contract invoices
  • Revenue Recognition
  • Cancelling contracts
Lab : Canceling ContractsLab : Contract BillingLab : Revenue Recognition
After completing this chapter, students will be able to:
  • Know how to analyze a live contract.
  • Post contract invoices.
  • Post revenue recognition.
Module 6: Contract Maintenance
This chapter discusses additional routines and utilities for the contract administration module
Lessons
  • Renewing Contracts
  • Deleting & Purging contracts
  • Inquiry and Reports
Lab : Test Your Knowledge
After completing this chapter, students will be able to:
  • Print contract renewal letters.
  • Renew contracts individually or en masse via several different methods.
  • Know the available inquiries and reports.
Module 7: Meters
This chapter discusses the concepts of meter billing.
Lessons
  • Contract Type Meters
  • Equipment Meter readings
  • Posting Meters
After completing this chapter, students will be able to:
  • Setup metered equipment.
  • Post meter readings.
  • Setup and bill for meter overages.
Module 8: Appendix: 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.
Lessons
  • Using SmartLists
  • Creating Objects
  • Using the Search Button
  • Saving New Objects as Favorites
Lab : Contract Administration SmartList
After completing this chapter, students will 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.
Module 9: Appendix: Glossary
This appendix presents a glossary of terms used in the Field Service industry. If time permits, review the terms with the class.
Module 10: Appendix: Case Study
This case study is a comprehensive lab that can be used to reinforce the learning that has occurred throughout the Contract Administration class.
After completing this chapter, students will be able to:
  • Understand the necessary processes to set up and manage Contract Administration.
  • Have more confidence in their ability to use Contract Administration in their company.
Module 11: Appendix: Answers
This section includes the answers to all the labs that appear through out the manual.
Before attending this course, students must have:
  • General knowledge of Microsoft Windows.
  • Basic knowledge of Inventory and Sales Order Processing.
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