Feb 7 (Project 3): Microsoft Dynamics™ GP

Microsoft Dynamics™ GP
Great Plains Login and Password
Casebook pp: 18-31 (Individual Assignment)
User ID: BUS2700B-## (replace ## with your unique number)
Default Password: (none)

Excel files
» GP_Sales_Template.xlsx (16KB)
» GP_Sales_Sample_Output.xlsx (40KB)

Paste your results into the Excel template as shown and email the final spreadsheet to your instructor. Due date: Tuesday, March 20.

Enterprise Resource Planning (ERP) software connects a variety of business disciplines as it optimizes and controls business processes.






Involves the Porter value chain activities

Inbound logistics
Procurement
Human resources
Technology
Infrastructure.

Project Goals: Microsoft Dynamics™ GP

Understand the different business activities needed for purchasing and their place in the Porter business value chain
Be able to navigate through Microsoft Dynamics™ GP ERP software
Recognize the component parts of a purchase order form and their importance
Export data from Microsoft Dynamics™ GP to Microsoft Excel for personal analysis






Microsoft Dynamics™ GP is a business management solution
It contains the “back-office” data of procurement, inventory, operations, sales, human resources, accounting, and finance.

The ERP system distributes real-time data throughout the enterprise so all people are working with accurate, updated data from the same source.
Accurate real-time data can be a competitive advantage
Inaccurate real-time data, or inaccessible data can cause tremendous problems.
ERP requires significant corporate attention and resources.






Microsoft Dynamics GP
Sales Order

Step 1: Check Inventory
Step 2 Checking Inventory with Smartlist
Step 3 Create a Sales Order
Step 4 Fulfill the Order
Step 5 Inventory Check
Step 6 Create an Invoice from the Order
Step 7 Check Sales Document Detail and Post Invoice
Step 8 Inventory Check
Step 9 Check Receivables
Step 10 Receive Payment ; Review Receivables by Customer

Scenario: (Casebook pp 60-74 )

• Customers are showing a keen interest in blue phones (Item PHON-ATT-53BL) which will have to be shipped from the SOUTH site location.





• You are responsible for processing sales quotes and sales orders. Blue phones are a re-sale item for your company.





• You have to check inventory and, if sufficient phones are present, arrange shipment.





• You will be given an Excel template and asked to add data to the template as you progress through the exercise.





• Look for the TURN IN sections for instructions about the data to add to the Excel template.