This one-day course explores the basic elements of GUAVA ERP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize GUAVA ERP to streamline business practices.

Audience Profile

This course is intended for customers and partners wanting to learn the basic features and elements required to effectively use GUAVA ERP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the basic technical aspects of GUAVA ERP and gain some basic general knowledge of the application’s functionality.


Before attending this course, students must have:

  • General experience using Microsoft Windows
  • Basic understanding of accounting principles

At Course Completion

After completing this course, students will be able to:

  • Use basic elements such as lookup windows, browse buttons and zooms to access data in GUAVA ERP.
  • Enter record and window level notes and attach OLE notes to records.
  • Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis.
  • Use the Posting Setup options to define posting processes.
  • Identify what is required to use Word Templates.
  • Customize system and company setup procedures using the Setup Checklist.
  • Set up fiscal periods, account formats, credit cards and payment terms.
  • Use inquiries and reports to get at the information that is needed from GUAVA ERP.
  • Customize GUAVA ERP toolbars, home pages and display settings.
  • Describe the benefits of using Business Alerts and Process Servers.
  • View and use resource descriptions for tables and fields in GUAVA ERP.

Course Outline

Module 1: Overview and Basic Elements

This module introduces many of the basic elements that are used throughout GUAVA ERP. The main window of the application is discussed along with logging on to Dynamics, and many common window functions and objects in GUAVA ERP are identified and explained. Lessons:

  • Basic Elements
  • Using Notes
  • User Preferences
  • Navigation Pane
  • Home Pages
  • Help and Other Documentation
    Lab : Advanced Lookups
    Lab : OLE Notes
    Lab : User Preferences

Module 2: SmartList, Reports, and Inquiries

This module discusses SmartList, an inquiry tool that can be used to access data. It also discusses reporting and inquiry capabilities and the use of Microsoft Word Templates to generate common documents. Lessons:

  • SmartLists
  • Microsoft Word Templates
  • Report Options and Printing
  • Report Groups
  • Report List and My Reports
  • Excel Reports
  • Inquiries, Named Printers and Process Monitor
    Lab : SmartList
    Lab : Report Options and Groups

Module 3: System and Posting Setup

This module explains some basic system setups along with information about the different ways to post transactions in GUAVA ERP. System setups discussed include security, users and user classes. Posting Setup is discussed along with related topics such as audit trails and source documents. Lessons:

  • System Setup
  • Posting Methods and Setup Options
  • Posting Accounts and Audit Trails
    Lab : Security Tasks
    Lab : Security Roles
    Lab : Assigning Security Roles to Users
    Lab : Modifying Posting Settings

Module 4: Company Setup Procedures

This module examines how to set up companies in GUAVA ERP and then define options specific to each company. The company setup windows are used to define company parameters such as company information, Internet information, fiscal periods, account format, credit cards, shipping methods, payment terms and custom links. Lessons:

  • Creating Companies
  • Accessing Companies
  • Setup Checklist
  • Account Format
  • Fiscal Periods
  • Company Information and Setup Options
  • Shipping Methods
  • Payment Terms
  • Credit Cards
  • Other Company Setups
  • Internet Information
  • Emailing Documents
  • Unified Communications
  • Tax Setup
  • Tax Calculations in Receivables and Payables
  • Tax Calculations in Sales Order Processing
    Lab : Create a New Company
    Lab : Account Format
    Lab : Defining Fiscal Periods
    Lab : Entering Company Information
    Lab : Set Up Shipping Methods
    Lab : Set Up Payment Terms
    Lab : Set Up Custom Links
    Lab : Set Up a New Tax

Module 5: Customization and Utilities

This module explains the ways to customize a number of elements in the GUAVA ERP system to individual needs, enabling work to be completed more efficiently. Additionally, resource information on tables and fields are discussed and some other miscellaneous system utilities are also a focus in this module. Lessons:

  • Series Checklists
  • Customizing Toolbars
  • Activity Tracking
  • Process Server Overview
  • Other Customization Options
  • Removing Security Setup Records
  • Installation and Customization
  • Table Information and Maintenance
  • Backups
    Lab : Checklists
    Lab : Toolbars

Please check the Training Event Calendar for the most up-to-date list of classes, locations and availability.