Dynamics GP Training Boot Camp with Belinda

Join Njevity’s, Belinda Allen, for Dynamics GP Training Boot Camp.  Choose to register for the entire series at a huge discount or choose ala carte training sessions that interest you most.

Boot Camp Training Bundle – $2,495

(40 Hours of hands on training could be as high as $7,000)

Email sales@njevitytogo.com to register for the Boot Camp Bundle.

(All Session Times are Mountain Standard Time)

Boot Camp Schedule

Belinda Allen

Dynamics GP MVP

Ala Carte Boot Camp Training Sessions

(10% discount if you sign up for 3 or more classes)

Register for the sessions below that interest you most.  Once you register for one paid session, you will automatically be registered and have access to the FREE training sessions.

(All Session Times are Mountain Standard Time)

Microsoft Dynamics GP 101

Cost $175

Available Session Dates

Mon. Feb. 6 (10am-12pm)

 

 

This training session is designed for new GP users, however all users will likely find something new to learn about GP.  Often new features go unnoticed or unused as systems get upgraded.  This may be the perfect time to “catch up” on some of those features.  Who knows, maybe that little thing that would make your life easier has been added to GP.

Topics Covered:

  • How to Navigate
  • Using Smartlist
  • Using Navigation Lists vs. Area Pages
  • Customing GP Desktop
  • Modules and Series
  • How to use Drilldowns
  • How to use Lookups
  • Keyboard Shortcuts
  • How to use Document Attach vs. Notes
  • How to setup Command ID’s
  • How to use the Letter Writing Assistant
  • How to Recover Batches
  • And More…

Prerequisites

None

Advanced Excel for the GP User

Cost $175

Available Session Dates

Mon. Feb 6 (1pm-3pm)

 

 

This training session is for any GP user who liks or uses Excel.  The class will be based on Excel 2016, however notations will be made when prior versions of Excel vary.  Excel is an amazing tool for looking up and reporting on data and almost everyone can use it.  In this session, the goal is to help you uncover more advanced portions of Excel that will allow you to get things done faster, without repeating every step over and over.  If you dump data from SmartList only to format it in Excel over and over, this session is for you!

Topics Covered:

  • Taking advantage of the power of  the Excel Table
  • Creating PivotTables that look and act like reports
  • Connecting to GP (and any other SQL) data
  • Organizing and Cleaning your Data Before Creating Reports
  • Linking your GP data to other data for reporting
  • Linking to other forms of data
  • Creating Charts
  • Creating a Dashboard
  • Creating a Dashboard that works like a Web App for data sharing
  • Using Sparklines
  • Using Slicers & Timelines
  • Using Conditional Formatting

Prerequisites:

Basic knowledge of Excel

Basic Knowledge of GP

General Ledger – Full Module Training

Cost $350

Available Session Dates

Tues. Feb. 7 (10am – 2:30pm)

 

 

This training session is for those who enter General Ledger transactions, perform inquiries on the Chart of Accounts and/or report on information in the General Ledger.  Everything in GP eventually ends up in the General Ledger (GL). Understanding how it works and what features can benefit you and your organization are critical.  Financial reports are based on the GL as well as many operational reports and inquiries.

Topics Covered:

  • Module Setup
  • Chart of Accounts, Accounts, Account Segments, and Categories
  • Unit Accounts
  • Fixed and Variable Allocation Accounts
  • GL Transaction and Batches
  • Creating and Editing Budgets
  • How Data Flows from Other Modules in the GL
  • Inquiries and Reports
  • Transaction Matching
  • Reconciling AR/AP/Inventory/BR to the GL
  • Creating New Fiscal Years and Year End Closing
  • And More…

Prerequisites:

Basic Navigation skills for GP

Revenue/ExpTrainingense Deferrals – Full Module 

Cost – FREE*

Available Session Dates

Tues. Feb. 7 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered:

  • Module Setup
  • Transactions
  • And More…

Prerequisites

Basic Navigation Skills for GP

Basic General Ledger Knowledge

Register

Payables Management – Full Module Training

Cost – $350

Available Session Dates

Thurs. Feb. 9 (10am – 2:30pm)

 

 

This training session is for anyone who works with Accounts Payable.  Over the past few years several small elements that have been added that make a major difference in how Payables is used.  As the foundation for Purchase Order Processing, those who are responsible for PO’s might find this information helpful as well.

Topics Covered:

  • Module Setup
  • Vendors and Vendor Classes
  • Entering and Editing Transactions
  • Entering and Editing Payments
  • Using Credit Cards
  • Payment Terms
  • Editing Voiding Documents
  • 1099 Editing and Creating
  • Doc Attach & SmartList
  • Reconciling AR to the GL
  • Inquiries and Reports
  • Discussion on MICR, EFT, Workflow and Safepay
  • And More…

Prerequisites:

Basic navigation skills for GP

Customer/Vendor Consolidation – Full Training

Cost FREE*

Available Session Dates

Thurs. Feb. 9 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered:

  • Setup
  • Transactions
  • And More…

Prerequisites

Basic Navigation Skills for GP

Basic General Ledger knowledge helpful

Basic GP Payables Management knowledge

Basic GP Receivables Management knowledge

Register

Receivables Management – Full Module Training

Cost – $350

Available Session Dates

Mon. Feb 13 (10am – 2:30pm)

This training session is for anyone who works with Accounts Receivable  Over the past few years several small elements that have been added that make a major difference in how Receivables is used.  As the foundation for Sales Order Processing, those who are responsible for sales orders might find this information helpful as well.

Topics Covered

  • Module Setup
  • Customers & Customer Classes
  • Entering and Editing Transactions
  • Using Credit Cards
  • Payment Terms
  • Editing Voiding Documents
  • Write-offs & Finance Charges
  • Salespeople and Commissions
  • Doc Attach & SmartList
  • Reconciling AR to the GL
  • Inquiries & Reports
  • And More…

Prerequisites

Basic Navigation Skills for GP

Scheduled Payments – Full Training

Cost – FREE*

Available Session Dates

Mon. Feb 13 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered

  • Setup
  • Transactions
  • And More…

Prerequisites

Basic navigation skills for GP

Basic GP General Ledger knowledge helpful

Basic GP Payables Managemetn knowledge

Basic GP Receivables Managemetn knowledge

Sales Order Processing- Full Module Training

Cost – $350

Available Session Dates

Tues. Feb 14 (10am – 2:30pm)

 

 

This session is for all users who work with customer orders.  Well cover everything from Quotes to Backorders.  This session is great for new users, but there might be some tidbits that existing users can benefit from.

Topics Covered

  • Module Setup
  • Holds
  • Entering and Editing Documents
  • Transferring Documents
  • Fulfillment and Allocation
  • Printing & Emailing Picking/Packing Slips
  • Printing & Emailing Documents
  • Using Prospects
  • Inquiries & Reports
  • Doc Attach
  • Sales Order to Purchase Order linking
  • Receiving Deposits (Prepayments)
  • And More…

Prerequisites

Basic Navigation skills for GP

Basic GP Receivables Management knowledge

Register

Advanced Distributions – Full Training

Cost – FREE*

Available Session Dates

Tues. Feb 14 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered

  • Setup
  • Transactions
  • And More…

Prerequisites

Basic navigation skills for GP

Basic GP General Ledger knowledge helpful

Basic GP Receivables Managemetn knowledge

Sales Order Processing knowledge

Purchase Order Processing knowledge

Inventory Control knowledge

Purchase Order Processing- Full Module Training

Cost – $350

Available Session Dates

Thurs. Feb 16 (10am – 2:30)

 

 

Every company (should) use purchase orders.  In this session we’ll cover how to setup Purchase Order Processing and how to create and receive against purchase orders.  We’ll even cover how you can compare your actual expenses (plus your outstanding PO’s) to budgets.

Topics Covered

  • Module Setup
  • Entering and Editing Purchase Orders
  • Entering and Editing Item Receiving/Invoices
  • Printing & Emailing Purchase Orders
  • Inquiries & Reports
  • Handling Period-In Procedures
  • Encumbrance reporting
  • Landed Costs
  • Sales Order to Purchase Order linking
  • Doc Attach
  • Sales Order to Purchase Order linking
  • Receiving Deposits (Prepayments)
  • And More…

Prerequisites

Basic navigation skills for GP

Basic GP Payables Management knowledge

Refund Checks – Full Training

Cost – FREE*

Available Session Dates

Thurs. Feb 16 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered

  • Setup
  • Transactions
  • And More…

Prerequisites

Basic navigation skills for GP

Basic GP General Ledger knowledge helpful

Basic GP Receivables Managemetn knowledge

Inventory Control – Full Module Training

Cost – $350

Available Session Dates

Tues Feb 21 (10am – 2:30)

 

 

95% of using Inventory is in the setup of the items.  In this session we’ll cover all the setup options and reporting.  Anyone who uses Inventory will find this session helpful.

Topics Covered

  • Module Setup
  • Setting up and Editing Items
  • Setting up and Editing Kits
  • Using Bill of Materials
  • Inquiries & Reports
  • Stock Counts
  • Adjustments, Changes and Transfers of Quantities
  • ABC Analysis
  • Inventory Valuation
  • Units of Measure
  • Item Pricing and Costs
  • Resource Planning
  • And More…

Prerequisites

Basic navigation skills for GP

Introduction to Microsoft Power BI – For the GP user

Cost – FREE*

Available Session Dates

Tues. Feb 21 (3pm – 3:30pm)

 

 

*Must enroll in at least one paid training course.

Topics Covered

  • Components of Power BI
  • Workflow
  • Brief introduction to Dash-boarding
  • And More…

Prerequisites

None

Building your First Jet Reports

Cost – $450

Available Session Dates

Thurs. Feb 23 (10am – 4pm)

 

 

Now that Microsoft has announced that Management Reporter will continue to have mainenance updates, but no new features will be added, Jet Reports began offering a free tool to replace Management Reporter.  In this session we will build together 2 different reports using this free tool.  The best part is when you finish the class, these 2 reports will be built for your data!  This tool is amazing and free.  Anyone who creates any GP reports and anyone who creates or generate financial reports should attend.

Topics Covered

  • Building a General Ledger Trial Balance
  • Building a combined simple Balance Sheet and Profit and Loss
  • And More…

Prerequisites

Basic navigation skills for GP

Basic GP General Ledger knowledge

Jet Express for GP installed on your own Excel (directions will be provided to registered attendees in advanced)