Finance&Operations AR Daily Task: 1-Day Workshop

Dynamics Edge

This instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.

Who Should Attend?

  • All accounting personnel responsible for day to day accounts receivable duties.

Course Objectives

After completing this course, students will be able to:

  • Create a new customer
  • Edit an existing customer
  • Enter a customer invoice
  • Receive payments
  • Create a sales order
  • Review reports for accuracy or research

Course Outline

First Part of the Workshop

Module 1: Customer Maintenance

  • Create new customer groups
  • Create a new customer
  • Update the customer purchasing defaults

Module 2: Customer Invoices

  • Create free text invoices
  • Post a free text invoice
  • Create a reoccurring free text invoice
  • Sales returns with a free text invoice
  • Correct a free text invoice
  • Invoice inquiry to review posted free text invoices
  • Create a payment journal
  • Using the collections workbench

Final Part of the Workshop

Module 3: Customer Invoices from Sales Orders

  • Create a sales order
  • Picking and shipping the sales order
  • Create a customer invoice from a sales order
  • Post customer invoice from a sales order or packing slip/date
  • Consolidate sales orders or packing slips for posting

Module 4: Reports and Researching

  • Export data to Excel
  • Which Finance and Operations reports are useful

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