Configure and use accounts payable, receivable, and collections in Finance and Operations

Overview

Associations use Dynamics 365 for Finance and Operations to hoist their money related execution by expanding benefit, enhancing workforce efficiency, decreasing operational costs, adjusting rapidly to necessity changes, and streamlining resource the board.

This course talks about how to arrange and utilize creditor liabilities, receivable, and assortments in Dynamics 365 for Finance and Operations.

Target Audience:

A Dynamics 365 for Finance and Operations Functional Consultant is answerable for performing revelation, catching prerequisites, connecting with topic specialists and partners, interpreting necessities, and designing the arrangement and applications. The Functional Consultant executes an answer utilizing out-of-the-crate abilities, codeless extensibility, application, and administration mixes.

Download Course Contents

After completion of this course, you will learn how to :

Module 1: Configure Accounts Payable

Elements 365 for Finance and Operations offers broad usefulness for setting up various seller installment choices.

Exercises

• Understand Task recorder usefulness
• Configure creditor liabilities parameters
• Create and look after sellers
• Configure creditor liabilities charges
• Configure and utilize positive compensation
• Practice Lab
• Module Summary

Right now, figured out how to :

• Configure creditor liabilities parts
• Create and keep up a merchant
• Configure merchant installments
• Set up merchant posting profiles
• Configure creditor liabilities charges

Module 2: Perform Accounts Payable Daily Procedures

Buying products for resale, as materials for assembling or administrations is a huge obligation. Following those buys and paying the sellers that supply the merchandise is similarly as trying. Associations must screen creditor liabilities intently and execute techniques so the board can without much of a stretch acquire the money related data that they have to need to remain educated about changes in the expenses of products. To give a precise perspective on the monetary state of the business, all costs that influence net benefit are remembered for creditor liabilities. This module discloses how to oversee and apply prepayments, record solicitations, and procedure installments.

Exercises

• Introduction
• Process requests, solicitations, and installments
• Manage and apply prepayments
• Practice Labs
• Module rundown

Right now, discovered that they can enter merchant solicitations physically or get them electronically through an information substance. After the solicitations are entered or got, one can audit and affirm the solicitations by utilizing an Invoice endorsement diary or the Vendor receipt page. Moreover, they figured out how to utilize receipt coordinating, seller receipt arrangements, and work process to mechanize the survey procedure with the goal that solicitations that meet certain criteria are consequently affirmed and the rest of the solicitations are hailed for audit by an approved client. Understudies likewise figured out how to deal with prepayments to sellers.

Module 3: Use Accounting Distribution and Invoice Validations

This module discloses how to settle exchanges and fix settlement and circulate assets by utilizing bookkeeping conveyances. Understudies will likewise figure out how to perform receipt coordinating. Bookkeeping disseminations are utilized to characterize how a sum will be represented, for example, how the cost, assessment, or charges will be represented on a merchant receipt. Each sum that must be represented when the merchant receipt is journalized will have at least one bookkeeping disseminations.

Exercises

• Introduction
• Settle exchange and fix settlements
• Distribute reserves
• Configure receipt approval approaches
• Practice labs
• Module outline

Right now, figured out how to :

• Settle exchanges and fix settlements
• Distribute assets by utilizing bookkeeping appropriations
• Configure receipt approval arrangements

Module 4: Configure Accounts Receivable

One needs to arrange the Accounts receivable module to have the option to make client solicitations, posting pressing slips, utilize free content solicitations that are not identified with deals orders, lastly, get installments by utilizing a few distinctive installment types, for example, money, checks, Visas, and electronic installments from clients. This module gives data about the arrangement of fundamental parts of the Accounts receivable module and the client arrangement for productive administration of clients and client exchanges in Finance and Operations.

Exercises

• Configure money due
• Create and look after clients
• Setup client posting profiles
• Configure money due charges
• Practice Lab
• Module outline

Right now, figured out how to :

• Configure Accounts receivable parts
• Create and keep up a client
• Configure client installments
• Set up client posting profiles
• Configure debt claims charges

Module 5: Perform Accounts Receivable Daily Procedures

Figure out how to make free content solicitations, get installments from clients, and store to the bank. Understudies will likewise figure out how to discount a client for the over-installment sum or some other explanation, similar to a client returns situation in which the client must be discounted the installment as well as the assessment that has been gathered, utilizing inversions and use exchange inversions in Accounts receivable. Understudies will likewise figure out how to disperse assets by utilizing Accounting circulations in a free book receipt.

Exercises

• Create free content solicitations and record client installments
• Settle exchanges and fix settlement
• Practice Lab
• Module outline

Right now learned :

• Distribute assets by utilizing Accounting circulations
• Create free content solicitations and record client installments
• Configure Recurring solicitations
• Use inversions in Accounts receivable
• Process orders, record solicitations, and procedure installments

Module 6: Configure Credit and Collections

Albeit most clients pay their solicitations on schedule, one should have the option to process solicitations that are not paid by their due date. This theme discloses how to oversee reprobate clients by arranging the Credit and assortments module in Dynamics 365 for Finance and Operations. To utilize the Credit and assortments module, design of records receivable should as of now be finished.

Exercises

Introduction

• Configure credit and assortments parts
• Setup and oversee intrigue
• Waive, restore or invert
• Setup and oversee assortment letters
• Practice Lab
• Module Summary

Right now, figured out how to :

• Configure credit and assortments parts
• Configure maturing reports, client pools, assortment operators, and maturing period definitions
• Set up and oversee interests
• Set up and oversee assortment letters

Module 7: Process Credit and Collections

Albeit most clients pay their solicitations on schedule, one must have the option to process solicitations that are not paid by their due date. This theme discloses how to process Credit and assortments.

Exercises

• Introduction
• Understand how to process assortments
• Manage client credit and assortments
• Practice Labs
• Module Summary

Right now, found out about :

• Customer Statements
• How to process assortment

Module 8: Course Conclusion

Last evaluation and course outline, just as a post-course study for the course.

Exercises

• Final evaluation
• Course rundown
• Post-course study