Learn Accounts Receivable in MS Dynamics 365 F & O
The Accounts Receivable module in Microsoft Dynamics 365 F & O is an essential component of the financial management features of the application. This module is responsible for managing and tracking the customer invoices and payments, and for ensuring that customer accounts are up to date and accurate.
Price is $ 9.99 and the eBook will be delivered in PDF format.
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The book covers lessons and quiz on the following:
1 Introduction to Accounts Receivable
1.1 Overview of the Accounts Receivable module in Dynamics 365 F & O
1.2 Key features and benefits of the module
1.3 Understanding the integration with other modules, such as General Ledger and Sales & Marketing
2 Customer Management
2.1 Setting up and managing customer accounts
2.2 Defining customer groups and payment terms
2.3 Configuring credit limits and credit terms
2.4 Creating and maintaining customer contacts
3 Sales Order Processing
3.1 Creating sales orders and managing order fulfillment
3.2 Managing customer payments and tracking payment history
3.3 Using payment journals and payment templates
3.4Handling customer disputes and chargebacks
4 Invoicing and Receivables Management
4.1 Creating and managing customer invoices and credit memos
4.2 Configuring invoice templates and invoice processing options
4.3 Using collections management tools and strategies
4.4 Managing customer account statements and aging reports
5 Cash Application and Reconciliation
5.1 Applying customer payments and reconciling receivables
5.2 Configuring and using cash application templates
5.3 Managing and reconciling bank accounts
5.4 Handling customer refunds and adjustments
6 Advanced Topics
6.1 Configuring and using electronic payments and remittance advice
6.2 Managing intercompany receivables and payables
6.3 Configuring and using customer trade agreements and discounts
6.4 Handling foreign currency transactions and exchange rate variances
7 Best Practices and Reporting
7.1 Best practices for managing Accounts Receivable processes and procedures
7.2 Creating and using key Accounts Receivable reports, including aging reports and cash flow forecasts
7.3 Understanding and managing customer credit risk
7.4 Using automation and workflow to streamline Accounts Receivable processes
Price is $ 9.99 and the eBook will be delivered in PDF format.
Please click here to buy the book.