Advanced Project Invoicing in Microsoft Dynamics AX (80790)

This course provides guidance for setting up and creating customer retention, as well as how to invoice, and manage your invoices.
Manufacturer: Microsoft
SKU: 80790
£50.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This course provides guidance for setting up and creating customer retention, as well as how to invoice, and manage your invoices.

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Define Customer Retainage Terms
  • Assign Customer Retainage Terms
  • Retain Invoice Amounts
  • Analyze Customer Retainage
  • Release Customer Retainage
  • Define Additional Retainage Setup
  • Create Billing Rule and Non-Billing Rule Invoices in Bulk
  • Post Invoice Proposals in Bulk
  • Understand the difference between a Billing Rule Invoice vs a Non-Billing Rule Invoice
  • Configure the system to allow Project Free Text Invoices
  • Create Project Free Text Invoices
  • Configure Project Invoice Workflow
  • Process an Invoice Proposal that Uses Workflow

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

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