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MBIT Training Ltd

Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (81200)

This course reviews the general concepts related to the financial setup of customers in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also covers how to create and process Free Text Invoices and Sales Order Invoices, handle customer collections and customer payment receipts.
SKU: 81200
GTIN: 81200
Manufacturer: Microsoft
£500.00 (GBP)

This course reviews the general concepts related to the financial setup of customers in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also covers how to create and process Free Text Invoices and Sales Order Invoices, handle customer collections and customer payment receipts.

This course helps prepare you for exam MB6-895.

This course helps prepare you for assessment Financial Management in Microsoft Dynamics 365 for Finance and Operations.

Learning Objectives

  • Set up Terms of Payment
  • Create Cash Discount Codes
  • Review Accounts Receivable Parameters
  • Set up Customer Posting Profiles
  • Create Customer Groups
  • Create a Customer
  • Review Customer details applicable to Finance
  • Create Free Text Invoices and Recurring Free Text Invoices
  • Correct a Free Text Invoice
  • Create an Invoice against a Sales Order
  • Review the Customer Invoicing Workspace
  • Review customer statements
  • Set up Collection Letters
  • Process Collection Letters
  • Setup Interest Codes
  • Calculate and Post Interest for Overdue Accounts Receivable
  • Manage Interest
  • Review Aging Periods
  • View and Manage Collections Information
  • Review Advanced Collections Management Tasks
  • Review Customer Payment Setup
  • Create and process a Customer Payment Journal
  • Process Electronic Customer Payments
  • Edit Open Customer Transactions
  • Review Inquiries and Reports

Prerequisites

  • General knowledge of Microsoft Windows
  • Have a basic understanding of finance and accounting processes
  • Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
  • The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Finance and Operations
  • Have a general understanding of Purchase Order Invoicing
  • Have a general understanding of the vendor master within Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
  • Have a general understanding of Sales Order Invoicing