Course 8541: One days; Instructor-Led

Introduction

The one-day Microsoft DynamicsT GP Depot Management course explores the windows and functions used to track work orders. This course also discusses the cards used to set up Depot Management and posting parts and labor to work orders. Additional features such as Inventory Requirements and Work order scheduling are also covered.

A thorough understanding of these topics allows you to handle all necessary procedures regarding work orders. You learn how to set up work order types and routes and how to enter, post parts and labor and reschedule work orders. This course also shows 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 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 Depot Management.

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 Depot Management and gain foundational knowledge of the application functionality.

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At Course Completion

After completing this course, students should be able to:

•	Enter and maintain different work order types
•	Create and track work orders
•	Maintain Depot stations and routes
•	Post labor and parts to work orders
•	Handle changes to stations and routes
•	Complete a work order
•	Update related RMA with the actual repair costs

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Prerequisites

Before attending this course, students must have:

•	General knowledge of Microsoft® Windows®
•	Basic knowledge of Inventory and Sales Order Processing
•	Basic knowledge of Returns Management, particularly Return Material Authorization (RMA)

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Microsoft Certified Professional Exams

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

•	Exam Microsoft Dynamics GP Depot Management:

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Course Materials

The student materials include a comprehensive workbook and other necessary items 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 Depot 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

•	Depot Management Features and Benefits
•	Depot Management Overview
•	Integration
•	Depot Management Roadmap

After completing this chapter, students should be able to:

•	Identify the features and benefits available when using Depot Management
•	Discuss integration that takes place between Depot Management and other modules within the application
•	Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Depot Management

Chapter 2: Setup Procedures

This chapter focuses on the setup procedures for the Depot Management module. It examines the pre-requisite setup and overlapping windows to make Depot Management operate smoothly. Depot Management setup reports are reviewed.

Main Topics

•	Depot Management Setup Checklist
•	Company and Financial Setup
•	Posting Setup
•	Item Maintenance
•	Work Order Status Maintenance
•	Depot Station Maintenance
•	Route Maintenance
•	Work Order Type Maintenance
•	Service Setup - Depot
•	Setup Reports

Labs

•	Lab 2.1 - Create a new Depot Station
•	Lab 2.2 - Create a New Route
•	Lab 2.3 - Create a new Work Order Type

After completing this chapter, students should be able to:

•	Create Stations and routes
•	Create Work Order Types and specify GL accounts
•	Customize settings for the Depot Management module

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

•	Inventory vs. Equipment
•	Equipment maintenance
•	System Configuration maintenance
•	Equipment meter readings

Labs

•	Lab 3.1 - Create Equipment Maintenance records manually
•	Lab 3.2 - Create Equipment records from SOP
•	Lab 3.3 - Create Equipment records from PO Receiving
•	Lab 3.4 - Create an Equipment record for a Service Call
•	Lab 3.5 - Test your knowledge - Equipment maintenance

After completing this chapter, students should be able to:

•	Enter and edit equipment records
•	Perform actions related to equipment

Chapter 4: Daily Procedures

This chapter covers the Work Order Entry/Update form in detail; reviewing all fields and buttons. Inventory Requirements and Work Order Completion functionality are examined.

Main Topics

•	Work Order Entry/Update
•	Work Order Schedule
•	Labor Posting
•	Part Posting
•	Station Schedule Transactions
•	Inventory Requirements, Transfers and Receipts
•	Work Order Completion

Labs

•	Lab 4.1 - Create a work order
•	Lab 4.2 - Create a work order from an RMA
•	Lab 4.3 - Labor Posting
•	Lab 4.4 - Part Posting
•	Lab 4.5 - Fulfill Inventory Requirements
•	Lab 4.6 - Complete a Work Order
•	Lab 4.7 - Close the RMA

After completing this chapter, students should be able to:

•	Create Work Orders
•	Post parts and labor to work orders
•	Update information on a work order
•	Reschedule the Work Order
•	Handle inventory requirements
•	Post work order completion

Chapter 5: Maintaining Records

This chapter discusses additional routines and utilities for the Depot Management module.

Main Topics

•	Routines
•	Utilities
•	Inquiry and Reports

After completing this chapter, students should be able to:

•	mass reschedule work orders
•	Purge and reconcile records related to work orders
•	Know the available inquiries and reports

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

•	Using SmartLists
•	Creating Objects
•	Using the Search Button
•	Saving New Objects as Favorites

Labs

•	Depot Management Smartlist

After completing this appendix, students should be able to:

•	Use SmartLists to access valuable returns 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

Appendix B: Glossary

This appendix presents additional features that can be set up for Service Calls.

After completing this course, students should be able to:

•	Understand the necessary processes to set up and manage Depot Management
•	Have more confidence in their ability to use Depot Management in their company

Appendix D: Answers

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

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