310310: Microsoft Dynamics for Finance and Operations – Accounts Receivables Daily Activities

Course 310310

310310: Microsoft Dynamics for Finance and Operations – Accounts Receivables Daily Activities


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Course Overview

This one-day course is an in-depth review of the full accounts receivables cycle daily accounting responsibilities.

Who Should Attend?

All accounting personnel responsible for day to day accounts receivable duties.

Course Objectives

After completing this course, students will be able to:

  • Create a new customer
  • Edit an existing customer
  • Enter a customer invoice
  • Receive payments
  • Create a sales order
  • Review reports for accuracy or research

Course Outline

  • Customer Maintenance

    • Create new customer groups
    • Create a new customer
    • Update the customer purchasing defaults
  • Customer Invoices

    • Create free text invoices
    • Post a free text invoice
    • Create a reoccurring free text invoice
    • Sales returns with a free text invoice
    • Correct a free text invoice
    • Invoice inquiry to review posted free text invoices
    • Create a payment journal
    • Using the collections workbench
  • Customer Invoices from Sales Orders

    • Create a sales order
    • Picking and shipping the sales order
    • Create a customer invoice from a sales order
    • Post customer invoice from a sales order or packing slip/date
    • Consolidate sales orders or packing slips for posting
  • Reports and Researching

    • Export data to Excel
    • Which Finance and Operations reports are useful

Additional information

dates

05/05/2021 (Live Virtual) $695, 06/09/2021 (Live Virtual) $695, 07/14/2021 (Live Virtual) $695, 08/11/2021 (Live Virtual) $695, 09/08/2021 (Live Virtual) $695, 10/06/2021 (Live Virtual) $695, 11/10/2021 (Live Virtual) $695, 12/15/2021 (Live Virtual) $695

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