Course 8540A:

Field Service - Preventive Maintenance in Microsoft Dynamics GP 9.0

Length:1 Days
Published:March 30, 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 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 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 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
Course OutlineModule 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.
Lessons
  • Preventive Maintenance Features and Benefits
  • Preventive Maintenance Overview
  • Integration
  • Preventive Maintenance Roadmap
After completing this chapter, 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
Module 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.
Lessons
  • 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
Lab : Lab 2.1 - Set up PM RequirementsLab : Lab 2.2 - Test your Knowledge - Setup Procedures
After completing this chapter, students will be able to:
  • Create PM events and schedules
  • Apply PM Requirements to Equipment.
Module 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.
Lessons
  • Inventory vs. Equipment
  • Equipment maintenance
  • System Configuration maintenance
  • Equipment meter readings
Lab : Lab 3.1 - Create Equipment Maintenance records manuallyLab : Lab 3.2 - Create Equipment records from SOPLab : Lab 3.3 - Create Equipment records from PO ReceivingLab : Lab 3.4 - Create an Equipment record for a Service CallLab : Lab 3.5 - 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: Daily Procedures
This chapter reviews the procedures required to manage PMs.
Lessons
  • Generate P.M. Edit List
  • PM Edit List
Lab : Lab 4.1 - Generate PM RequirementsLab : Lab 4.2 - Test Your Knowledge - Daily Procedures
After completing this chapter, students will be able to:
  • Generate PM Requirements
  • Manage the PM Edit List
Module 5: Maintaining Records
This chapter covers the PM reports.
Lessons
  • Creating Report Options
  • PM Listing
  • PM Due
After completing this chapter, students will be able to:
  • Manage PM requirements by using the PM Due report
Module 6: 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 SmartList
  • Creating Objects
  • Using the Search Button
  • Saving New Objects as Favorites
Lab : Lab A.1 - Preventive Maintenance Smartlist
After completing this chapter, students will 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
Module 7: Appendix: SQL Job
This appendix describes how to set up a recurring job in SQL.
Module 8: Appendix: PM Case Study
This appendix presents a Case Study.
Module 9: 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
  • General knowledge of Service Call Management
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