Course 80231A: Purchase Order Processing in Microsoft Dynamics® GP 2010

Type:Course
Audience(s):information workers
Technology:Microsoft Dynamics GP
Level:200
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:1 day
Language(s):English, Spanish

First published:

17 June 2010
Overview
About this course
The Microsoft Dynamics GP Purchase Order Processing course explores the primary features in the Microsoft Dynamics GP purchasing lifecycle, including purchase order setup, purchase order entry, shipment receipts and returns, and shipment invoicing. This course examines the implications of each Purchase Order Processing setup option and how they can be tailored to meet your business requirements.
Audience profile
Purchase Order Processing training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the application functionality.
At course completion
After completing this course, students should be able to:
  • Enter Purchase Orders, Receipts, and Returns
  • Enter Drop-Ship and Standard Blanket Purchase Orders
  • Copy item details from an existing Purchase Order
  • Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes
  • Understand how Purchase Order Processing integrates with the Accounts Payable module
  • Enter Landed Costs at the time you enter the receipt of inventory
  • Enter Landed Costs after the items have been received
  • Close the Purchasing module
  • Define set up options for the module that allow you to customize your system to better fit your organization's unique needs
Course details
Course OutlineModule 1: Overview and SetupThis module introduces you to Purchase Order Processing in Microsoft Dynamics GP by examining the core processes used in each step of the Purchase Order Processing lifecycle. This module helps you understand the default system and user options defined in the Purchase Order Processing Setup window and how they affect Purchase Order Processing transactions, such as purchase order entry, shipment receipts, returns, and invoice entry.
Lessons
  • Features and Benefits
  • Purchase Order Processing Setup
  • User-Defined Fields for PO Receipts
  • Purchasing Tax Schedules
  • Revalue for Cost Variances
  • Buyer Maintenance
  • Landed Costs
Lab : Purchase Order Processing Setup
After completing this module, students will be able to:
  • Identify the features and benefits of using the Purchase Order Processing module
  • Set up a Purchase Order
  • Set up User-Defined fields for PO Receipts
  • Set up Purchase Order Processing Tax Schedules and Reorder Point Settings
  • Revalue For Cost Variances
  • Define Buyers
  • Use Landed Costs
Module 2: Entering Purchase OrdersThis module examines the processes of entering and printing purchase orders. It also reviews the types of purchase orders available and the steps for processing each order type. This module also examines how to set up a replenishment method to automatically generate purchase orders when inventory items are running low.Lessons
  • Purchase Order Entry
  • Linking Purchase Orders to Sales Orders
  • Drop-Ship Purchase Orders
  • Blanket Purchase Orders
  • Printing Purchase Orders
  • Automatic Purchase Order Generation
Lab : Entering Purchase Orders
After completing this module, students will be able to:
  • Enter each of the available purchase order types
  • Link Purchase Orders to Sales Orders
  • Enter landed costs
  • Print purchase orders
  • Set up and use the Automatic PO Generator
Module 3: Entering ShipmentsThis module examines the process of receiving purchase order shipments for inventory, non-inventory, and lot/serial numbered items. It also reviews how to apportion landed costs during the receiving process, and how to post receipts to the General Ledger. This module also examines how to define lot and serial number masks that are used when lot/serial numbers are automatically generated during shipment receipt transactions.Lessons
  • Entering Purchase Order Receipts
  • Shipment line item matching
  • Applying Landed Costs
  • Posting Receipts
Lab : Entering Shipments
After completing this module, students will be able to:
  • Enter and post PO receipt transactions
  • Define Lot and Serial Number Masks
  • Receive Lot and Serial Numbered Items
Module 4: Entering Invoices and Returns
This module examines the process of entering invoices against purchase orders, including the posting of purchase price variances. This module reviews the affect of invoice entry on other modules that integrate with Purchasing Order Processing, and it examines how to return shipments to a vendor.
Lessons
  • Purchase Invoice Entry
  • Verifying Distributions
  • Posting Process and Cost Variances
  • Returning Purchase Orders
Lab : Entering Invoices and Returns
After completing this module, students will be able to:
  • Post Invoice transactions
  • Enter and Post Return documents
Module 5: Entering and Removing RecordsThis module examines the options available for editing, deleting, and voiding purchase orders that exist in the system. The available inquiry screens are reviewed, which enable businesses in making informed purchasing decisions and to track purchasing data. This module discusses the process of replenishing inventory quantities based on historical purchasing report information and how to view inventory quantity and cost information by vendor.Lessons
  • Deleting and Voiding Purchase Orders
  • Editing Purchase Orders
  • Reconciling Purchase Orders
  • Purchase Order Inquiries
  • Purchase Order Reports and Reports Scheduler
After completing this module, students will be able to:
  • Delete and void purchase orders, shipments, and invoice receipts
  • Edit purchase order statuses
  • Remove completed purchase orders
  • Remove historical data
  • Review relevant purchasing information through reports and inquiries
Prerequisites
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • Knowledge of basic navigation functions in Microsoft Dynamics GP
  • Completed General Ledger and/or Payables Management training

Community

Looking for training resources, events and advice from peers? Join the Microsoft Training and Certification Community.

Preparing for an exam now? Find your Microsoft Certification Study Group.

Talk to us on these social networks:

Find a Microsoft Learning Partner near you