Standard Courses

Microsoft Dynamics SL

FRx® - Report Design Essentials I(MS Course #: 8399A) Course Description The two-day Report Design Essentials - I course covers the basic report design skills you need to create, maintain and distribute presentation quality reports using Microsoft® Business Solutions - FRx®. It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company's financial information. You learn about basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets. Selling Proposition A thorough understanding of these topics allows you to easily design and maintain standard and essential reports your organization needs to understand its financial position. You learn how to use templates or create customized report designs as well as how to setup self maintaining reports that will dynamically include newly added GL accounts and newly closed periods. This course also teaches you how to generate and electronically distribute reports using your in-house email system. These skills enable you to take control of the financial reporting process, allowing you to be more productive and efficient in the way you create, generate and distribute financial information, which in turn helps you to enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole. Classroom training provides in-depth learning via hands-on interaction. Through demonstrations, presentations, and classroom activities, students can receive hands-on experience with instruction from our certified staff and increase productivity and efficiency by learning tips and tricks from product specialists. Target Audience This class is ideal for: Novice FRx users Intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency FRx Software product resellers Key Course Benefits Course completion objectives are: Learn basic navigation and report creation in FRx Learn techniques to drill down, analyze, print and export from the FRx® DrilldownViewer Explore ways to efficiently create and distribute many financial reports including: Trial balances Balance sSheets Transaction detail reporting Trended reports Side-by-side presentation Actual vs. Budget Examine tips and tricks for increasing speed and accuracy of month-end close Understand security settings within FRx Learn many ways to improve your company's financial reporting package Sales Tips PDF Syllabus PDF Training Machine Configuration PDF General Ledger in Microsoft Dynamics SL (MS Course #: 8830A) Course Description This one-day course explores the Microsoft DynamicsTM SL General Ledger and the accounting cycle and the processes required to enter financial data into the system. This course also shows students how to perform additional functions such as account/subaccount validation, budgeting, allocation, month-end closing, and consolidation. A thorough understanding of these topics helps students streamline monthly and year-end closing processes by learning how to automate routine activities such as account allocations and reports. Students discuss how to accelerate data entry with transaction batch options while reducing data entry errors by defining valid account and sub-account combinations. This course reviews 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 lookup functions Selling Proposition Learning to keep accurate records of all financial data and to access it for timely business information gives companies the assurance that a complete audit trail underlies business transactions. This is an essential course for end-users, consultants, and implementers who want to learn about this core module of the Microsoft Dynamics SL Financial system. Classroom training provides in-depth learning via hands-on interaction. Through demonstrations, presentations, and classroom activities, students can receive hands-on experience with instruction from our certified staff and increase productivity and efficiency by learning tips and tricks from product specialists. Target Audience General Ledger training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The course is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of General Ledger and gain foundational knowledge of the application functionality. Key Course Benefits Course completion objectives are: Create journal transactions to update General Ledger accounts. Execute the posting process and view the results of the transactions in the General Ledger accounts. Identify the appropriate use for the types of batches available for journal transactions. Define Ledgers to track budgets, statistical accounts and foreign currency accounting records for use in financial reporting. Use appropriate General Ledger processes to perform accounting cycle functions such as creating journal transactions, posting to general ledger accounts, closing the accounting period, budgeting, and allocating account balances. Sales Tips PDF Syllabus PDF Accounts Payable in Microsoft Dynamics SL (MS Course #: 8826A) Course Description This one-day course delves into the accounting cycle and the processes required to enter vendor invoices and process checks. This course will also show you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. You will gain a thorough understanding of these topics which will allow you to capitalize on vendor discount dates, to reduce payable liabilities, and easily select the right vouchers for payment by date, vendor, number, or custom query to control your cash outlay. You will learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Payables, Vendor Trial Balance, Check Register, and the Accounts Payable Batch Register. This course will also teach 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 lookup functions. Selling Proposition Learn how to improve productivity, reduce cycle time, and gain control over accounts payable processes. This is an essential course for all end-users, consultants, and implementers who want to learn about this core module of the Microsoft Dynamics™ SL Financial system. Classroom training provides serious, in-depth learning thorough hands-on interaction. From demonstrations to presentations to classroom activities, you will receive hands-on experience with instruction from our certified staff of experts and increase productivity and efficiency by learning tips and tricks from product specialists. Target Audience Accounts Payable training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Solomon. The class is targeted toward data entry clerks, administrators; office managers, CEO's, and consultants who need to understand the technical aspects of Accounts Payable and gain foundational knowledge of the application functionality. Key Course Benefits After completing this course, students will be able to: Perform all Accounts Payable related data entry functions including vendor invoicing, check processing, recurring vouchers, and manual checks. Perform maintenance on accounts payable documents and other records such as vendors and recurring vouchers. Select documents for payment and make appropriate adjustments to payment amounts prior to check processing. Sales Tips PDF Syllabus PDF Training Machine Configuration PDF Accounts Receivable in Microsoft Dynamics SL (MS Course #: 8827A) Course Description This one-day course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, reverse and void payments, and month-end closing. Also included in the course are: setting terms for calculating document discount dates and due dates, using balance forward and open-item statements, and applying any mix of the comprehensive service and finance charges available. Students apply payments and credit memos to specific unpaid invoices by using several automatic payment application options to assist in keeping customer payment information consistent and accurate. Using reporting features to present data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Trial Balance, and the Accounts Receivable Batch Register is explained. This course also delves into defining default values that automatically populate data fields and gather the information needed by exploring powerful inquiry and lookup functions. Selling Proposition Attendees review how to improve productivity, reduce cycle time, and gain control over accounts receivable processes. Users speed data entry with recurring invoice options that automatically default payment terms and other fields defined in the customer maintenance record. Then students can apply payments manually or automatically to invoices on a monthly or periodic basis. This is an essential course for all end-users, consultants, and implementers who want to learn about this core module of the Microsoft Dynamics SLTM Financial system. Classroom training provides in-depth learning via hands-on interaction. Through demonstrations, presentations, and classroom activities, students can receive hands-on experience with instruction from our certified staff and increase productivity and efficiency by learning tips and tricks from product specialists. Target Audience Accounts Receivable training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Accounts Receivable and gain foundational knowledge of the application functionality. Sales Tips PDF Syllabus PDF Tools for Visual Basic in Microsoft Dynamics SL® (MS Course #: 8964A) Course Description The three-day Microsoft Dynamics® SL Tools for Visual Basic course develops an understanding of technologies and techniques necessary to successfully create new programs that work within the Microsoft Solomon software development toolkit. By covering the basics of architecture, Microsoft Dynamics SL API functions, custom Microsoft Dynamics SL controls, custom Microsoft Dynamics SL events and the Microsoft Dynamics SL Common Object Model, this course builds the skills needed to effectively use this powerful development tool. The course will cover table maintenance, creating new tables, process applications, and report printing topics. The Microsoft Dynamics SL Tools for Visual Basic product puts the same tools used to create Microsoft Dynamics SL accounting modules directly into a developer’s hands. These tools allow a developer to leverage their existing knowledge of Microsoft® SQL Server®, and the Microsoft® Visual Basic® programming language. Combining this knowledge with the significant power of the application framework provided by the Microsoft Dynamics SL Kernel, developers can write fully integrated add-ons to Microsoft Dynamics SL. Development can be done in a fraction of the time it would take to implement the same programming without the tools. This course does not go into Customization Manager or VBA as these topics are covered by other classes offered by Microsoft Training. Selling Proposition Learn to create new programs for Microsoft Dynamics SL to tailor the Microsoft Dynamics SL modules to fit the needs of the enterprise. This is an essential course for all developers who want to learn about the programming structure of Microsoft Dynamics SL and the tasks that must be completed to ensure the design and implementation of a best fit. Target Audience Microsoft Dynamics SL Tools for Visual Basic training is recommended for developers who plan to consult on and support customized programming for Microsoft Dynamics SL. The class is targeted towards designers, developers, and consultants who need to understand the technical aspects of Microsoft Dynamics SL and gain foundational knowledge of the Tools for Visual Basic functionality. The course is not intended for non-technical staff. Key Course Benefits After completing this course, students will be able to: Create a Tools for Visual Basic table maintenance program from start to finish that is fully integrated with the Microsoft Dynamics SL accounting system. Create a Tools for Visual Basic maintenance program that will maintain a one to many relationship between two tables. Create a Tools for Visual Basic maintenance program that will maintain a many-tomany relationship between two tables. Create a Tools for Visual Basic process program that will cycle through and update multiple records, logging any errors encountered during the process.