Course 8540: One day; Instructor-Led

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	Introduction
	Audience
	At Course Completion
	Prerequisites
	Microsoft Certification exams
	Course Materials
	Course Outline
	Take This Training

Introduction

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.

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Audience

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.

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At Course Completion

After completing this course, students will be able to:

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Prerequisites

Before attending this course, students must have:

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Microsoft Certification exams

This course will help the student prepare for the following Microsoft Certified Professional exam:

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Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

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Course Outline

Chapter 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.

Main Topics

After completing this module, students will be able to:

Chapter 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.

Main Topics

Labs

After completing this module, students will be able to:

Chapter 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.

Main Topics

Labs

After completing this module, students will be able to:

Chapter 4: Daily Procedures

This chapter reviews the procedures required to manage PMs.

Main Topics

Labs

After completing this module, students will be able to:

Chapter 5: Maintaining Records

This chapter covers the PM reports.

Main Topics

After completing this module, students will be able to:

Appendix A: 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.

Main Topics

Labs

After completing this appendix, students should be able to:

Appendix B: SQL Job

This appendix describes how to set up a recurring job in SQL.

Appendix C: PM Case Study

This appendix presents a Case Study.

Appendix D: Answers

This section includes the answers to all the labs that appear through out the manual.

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