Managed Business & IT Training Solutions

MBIT Training Ltd

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.
SKU: 80790
GTIN: 80790
Manufacturer: Microsoft
£500.00 (GBP)

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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