Course 8827A:

Accounts Receivable in Microsoft Dynamics SL 7.0

Length: 1 Days
Published: August 01, 2007
Language(s): English
Audience(s): Information Workers
Level: 200
Technology: Microsoft Dynamics SL 7.0
Type: Course
Delivery Method: Instructor-led (classroom)

About this Course
This one-day course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, reverse and void payments, and month-end closing. Also included in the course are: setting terms for calculating document discount dates and due dates, using balance forward and open-item statements, and applying any mix of the comprehensive service and finance charges available.
Students apply payments and credit memos to specific unpaid invoices by using several automatic payment application options to assist in keeping customer payment information consistent and accurate. Using reporting features to present data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Trial Balance, and the Accounts Receivable Batch Register is explained. This course also delves into defining default values that automatically populate data fields and gather the information needed by exploring powerful inquiry and lookup functions.
Attendees review how to improve productivity, reduce cycle time, and gain control over accounts receivable processes. Users speed data entry with recurring invoice options that automatically default payment terms and other fields defined in the customer maintenance record. Then apply payments manually or automatically to invoices on a monthly or periodic basis. This is an essential course for all end-users, consultants, and implementers who want to learn about this core module of the Microsoft Dynamics SL Financial system.
Classroom training provides in-depth learning via hands-on interaction. Through demonstrations, presentations, and classroom activities, students can receive hands-on experience with instruction from our certified staff and increase productivity and efficiency by learning tips and tricks from product specialists.
Audience Profile
Accounts Receivable training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Accounts Receivable and gain foundational knowledge of the application functionality.
At Course Completion
Course completion objectives are:
  • Perform all Accounts Receivable related data entry functions including customer invoicing, customer payment application, and recurring invoices.
  • Perform maintenance on Accounts Receivable documents and maintenance records such as customers, customer classes, and recurring invoices.
  • Apply payments and prepayments to customer balances or against specific invoices.
  • Print standard reports for audit trail purposes, financial analysis and to verify data entry.
  • Identify the impact of the Accounts Receivable module on other modules.
  • Troubleshoot and correct operator input errors including incorrect period to post, incorrect document amounts, or dates and incorrect or unnecessary documents.
  • Perform month-end procedures including aging customer documents, closing statement cycles, and printing customer statements.

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