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MB6-895/81200: Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations, Enterprise

  • 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

This course is intended for application consultant, solution architect.

Yêu cầu cơ bản/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.

Module 01: Customer Setup

  • Terms of Payment
  • Cash Discounts
  • Accounts Receivable Parameters
  • Accounts Receivable Parameters Continued
  • Customer Groups
  • Customer Posting Profiles
  • Customers
  • Customers Continued

Module 02: Free Text Invoices and Sales Order Invoices

  • Free Text Invoices
  • Recurring Free Text Invoices
  • Free Text Invoice Corrections
  • Sales Order Invoices
  • Customer Invoicing Workspace

Module 03: Customer Collections

  • Objectives
  • Customer Account Statement
  • Set Up Collection Letters
  • Process Collection Letters
  • Process Collection Letters Continued
  • Set Up Interest Codes
  • Demo: Set Up Interest Codes
  • Calculate Interest
  • Interest Adjustments
  • Managing Collections
  • Customer Pools and Collections Agents
  • Aging Periods and Snapshots
  • View and Manage Collections Information
  • View and Manage Collections Information Continued
  • Advanced Collections Management Tasks

Module 04: Customer Payment Receipts

  • Payment Schedules
  • Payment Days
  • Payment Fees
  • Methods of Payment
  • Payment Journals (Cash Receipts) - Payment Process
  • Demo: Payment Journals (Cash Receipts)
  • Demo: Payment Journals (Cash Receipts) - Continued
  • Electronic Customer Payments Setup
  • Electronic Customer Payments Processing
  • Prenotes
  • Manage Customer Transactions
  • Deposit Slips
  • Inquiries and Reports
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