Upload
cordelia-francis
View
216
Download
1
Tags:
Embed Size (px)
Citation preview
Introducing Introducing Microsoft Great PlainsMicrosoft Great Plains
Small Business Information Small Business Information SystemsSystems
Professor Barry FloydProfessor Barry Floyd
AgendaAgenda
Installing Great Plains as a standalone Installing Great Plains as a standalone systemssystems
Backing up and restoring dataBacking up and restoring data Overview of Great PlainsOverview of Great Plains Payables ManagementPayables Management
– Setup issuesSetup issues– Processing transactionsProcessing transactions– ReportingReporting
ObjectivesObjectives
See a more powerful ERP systemSee a more powerful ERP system Contrast similarities and differences with a Contrast similarities and differences with a
system such as QuickBookssystem such as QuickBooks Be able to effect transactions in Great PlainsBe able to effect transactions in Great Plains Associate roles/personas with activities and Associate roles/personas with activities and
tasks in Great Plainstasks in Great Plains
Great Plains Positioning in Great Plains Positioning in MarketplaceMarketplace
Microsoft Great Plains 8.0, a cross-industry Microsoft Great Plains 8.0, a cross-industry solution for the midmarket business segment, has solution for the midmarket business segment, has been enhanced to deliver richer distribution, been enhanced to deliver richer distribution, manufacturing and project accounting; a Microsoft manufacturing and project accounting; a Microsoft Office look and feel; seamless integration with Office look and feel; seamless integration with Microsoft Office; a deeper focus on Microsoft Microsoft Office; a deeper focus on Microsoft Business Solutions Business Portal functionality; Business Solutions Business Portal functionality; and improved usability. Microsoft Great Plains and improved usability. Microsoft Great Plains offers rich out-of-the-box functionality and a broad offers rich out-of-the-box functionality and a broad set of independent software vendor (ISV) solutions set of independent software vendor (ISV) solutions
ReferencesReferences
http://www.microsoft.com/dynamics/gp/http://www.microsoft.com/dynamics/gp/default.mspxdefault.mspx
Great Plains OverviewGreat Plains Overview
Key SeriesKey Series– FinancialFinancial– SalesSales– PurchasingPurchasing– InventoryInventory– HR and PayrollHR and Payroll– ManufacturingManufacturing– ProjectsProjects– Field Service Field Service
Can use some or all of these series, data is posted to each Can use some or all of these series, data is posted to each ‘series’ and then is integrated with other Series as desired.‘series’ and then is integrated with other Series as desired.
Go to Help and enter “Series” and click on “Described”Go to Help and enter “Series” and click on “Described”
FileFile
ViewView
ToolsTools
TransactionsTransactions
InquiryInquiry
ReportsReports
CardsCards
Cards in Great Plains are the “master Cards in Great Plains are the “master records” of information, such as your chart records” of information, such as your chart of accounts and your customer, vendor, and of accounts and your customer, vendor, and employee records. To access a card in employee records. To access a card in Great Plains, choose the Cards menu from Great Plains, choose the Cards menu from the menu bar and select a series. A menu the menu bar and select a series. A menu will appear, from which you can choose a will appear, from which you can choose a window to enter information in. window to enter information in.
HelpHelp
Very important for understanding Microsoft Very important for understanding Microsoft Great Plains.Great Plains.
Provides detailed (but complicated) Provides detailed (but complicated) descriptions of setting up and using Great descriptions of setting up and using Great PlainsPlains
Payables ManagementPayables ManagementUsing Great PlainsUsing Great Plains
What is Payables Management?What is Payables Management?
The paying of goods, supplies, or servicesThe paying of goods, supplies, or services Approving vendor invoices for paymentApproving vendor invoices for payment Monitoring and evaluating efficiency and Monitoring and evaluating efficiency and
effectiveness through access to detailed effectiveness through access to detailed information in inquires and reportsinformation in inquires and reports
The Big Picture!The Big Picture!
What Payables Management CoversWhat Payables Management Covers
Setup and Cards for VendorsSetup and Cards for Vendors TransactionsTransactions Inquiries and ReportsInquiries and Reports Utilities and RoutinesUtilities and Routines
Using the Setup RoutineUsing the Setup Routine
Begin by setting up defaults for Begin by setting up defaults for Payables Management.Payables Management. (Tools>Routines>Purchasing>Checklist)(Tools>Routines>Purchasing>Checklist)
Purchasing ChecklistsPurchasing Checklists
Payables Management Setup ScreenPayables Management Setup Screen
Vendor ClassesVendor Classes
Setting up Vendor Classes is a Setting up Vendor Classes is a way to group vendors according to way to group vendors according to
common entries.common entries.
Why use a Vendor Class?Why use a Vendor Class?
Creating a class will make it easier to setup Creating a class will make it easier to setup individual vendors by designating defaults individual vendors by designating defaults for that specified class.for that specified class.
You can also make changes to groups of You can also make changes to groups of vendors quickly by changing the class vendors quickly by changing the class record and rolling down the change to all record and rolling down the change to all vendors in that class.vendors in that class.
Vendor Class Setup ScreenVendor Class Setup Screen
Setting up Default Account for Setting up Default Account for Vendor ClassesVendor Classes
After entering in the options it is time to After entering in the options it is time to determine how you will be recording determine how you will be recording different transaction with these vendors.different transaction with these vendors.
On the bottom right of the setup screen click On the bottom right of the setup screen click on the Accounts button.on the Accounts button.
Setting up vendor class default Setting up vendor class default posting accountsposting accounts
Vendor CardsVendor Cards
Now that we have setup our Vendor Class Now that we have setup our Vendor Class we can begin entering in individual vendors we can begin entering in individual vendors to that class.to that class.
Entering Vendor InformationEntering Vendor Information
In class exerciseIn class exercise
Add a new vendor ….Add a new vendor …. Choose the class USA-US-CChoose the class USA-US-C Create one PRIMARY AddressCreate one PRIMARY Address Check to see the accounts associated with Check to see the accounts associated with
this class.this class.
TransactionsTransactions
Invoices Invoices Manual PaymentsManual Payments
Entering An InvoiceEntering An InvoiceTransactions>> Purchasing>> Transaction Entry
Entering an InvoiceEntering an Invoice
Inquiry – Payables SummaryInquiry – Payables Summary
Paying An InvoicePaying An Invoice
Paying An InvoicePaying An Invoice
InquiriesInquiries
Purchasing ListsPurchasing Lists
ReportsReports
Reports > Purchasing > Check InformationReports > Purchasing > Check Information– Click NewClick New– Choose DemoChoose Demo– Click Destination … choose screenClick Destination … choose screen
SummarySummary
Great Plains supports PayablesGreat Plains supports Payables We have only scratched the surfaceWe have only scratched the surface We’ll review other apps in the next couple of We’ll review other apps in the next couple of
daysdays Add your own vendors to Great PlainsAdd your own vendors to Great Plains Add other vendors from Companies in the Add other vendors from Companies in the
class.class. Review Great Plains on Purchase OrdersReview Great Plains on Purchase Orders