SalesPad: Inventory Accessibility

How to Utilize Microsoft Dynamics GP 2015 to the fullest?

Join our FREE Training to unlock the potential of our accounting solution

SAVE $1000 on April 14th 2015 | 10 am to 4 pm PST

FREE Training only available for current clients

Join us for this Free Training session that will include coffee, tea, and snacks. This training is going to demonstrate the benefits of Advanced Management Reporter, Building and Utilizing a Workflow for various modules, and glance into SalesPad. This is a hands-on event and you must bring your own laptop. TMC will provide internet access to Management Reporter for the duration of the class.

TMC Annual Training agenda image

When: April 14th, 2016 10:00 AM-04:00 PM
Time Zone: (GMT-08:00) Pacific Time (US & Canada)
Welcome Time: 09:30 AM to set up computer

Join us to learn how to:

  • Design basic Management Reporter Building Blocks to build flexible financial statements
  • Create Dimension Value Sets to streamline and simplify report creation and for ease of report maintenance
  • Create a Budget Variance Report with Negative Unfavorable Variances
  • Create a 12 Month Actual/Budget Rolling Income Statement
  • Create an Income Statement with Percent Relationships
  • Design Reporting Tree Definitions to identify structure and hierarchy of the organization
  • Create an Income Statement with Companies/Departments/Business Units Side by Side
  • Generate multiple Management Reporter reports at once
  • Understand Management Reporter Security

Extra Bonus 

  • Walkthrough with Tips and Tricks for completing daily tasks within Microsoft Dynamics GP
Microsoft Dynamics GP

SalesPad

  • Accessing your Customers
  • Searching for and Managing your Inventory
  • Creating Sales Documents
  • Creating Endless User Defined Fields
  • Reporting with “Quick Reports”

Workflow

  • Integrating Workflow into your pre-existing modules
  • Customize your notification email messages
  • Creating & Submitting basic workflow items
  • Approving a workflow request
  • Viewing the inquiry window from the email link
  • Creating a SmartList to view Workflow items