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Dynamics Edge
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Course 31002

Price: $695, Length: 1 day

MB-310T02 Accounts payable and accounts receivable configuration for Dynamics 365 for Finance and Operations

Note: As of May 2019, our latest version of this course can be found here: Please click, tap on, or use this link to view course 31000 or MB-310: Dynamics 365 for Finance and Operations Training Package for the latest version of this course.

About this course

Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

This course discusses how to configure and use accounts payable, receivable, and collections in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

MB-310T02 Course Outline

Module 1: Configure Accounts Payable

Lessons

  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary

Module 2: Perform Accounts Payable Daily Procedures

Lessons

  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary

Module 3: Use Accounting Distribution and Invoice Validations

Lessons

  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary

Module 4: Configure Accounts

Lessons

  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary

Module 5: Perform Accounts Receivable Daily Procedures

Lessons

  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary

Module 6: Configure Credit and Collections

Lessons

  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary

Module 7: Process Credit and Collections

Lessons

  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary

Module 8: Course Conclusion

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


31002MB-310T02 Accounts payable and accounts receivable configuration for Dynamics 365 for Finance and Operations