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This course explores topics such as the setup and usage of budgeting, cash flow management, multicurrency, intercompany, and consolidated accounting. Additionally, students learn about the multiple advanced payment options, how to produce customer account statements, collection letters, complete year-end close functionality, and produce financial statements. This course is an extension of the Financials I course.
This course is intended for partners, customers and other end users of the financial modules in Microsoft Dynamics AX.
This module discusses the concepts of budgeting, how to set up basic budgeting and budget controls including budgeting rules and attributes.
This module examines how to view the status and history of a budget. The process for using budget control on source documents and accounting journals is also discussed.
This module discusses the process of defining an encumbrance and creating a purchase order encumbrance. It also discusses the entry and analysis of an encumbrance transaction and the processing of year-end commitments.
This module discusses the relationship of cash flows to modules in Microsoft Dynamics AX. It discusses how to set up cash flow forecasting and define a cash flow forecast budget model. It also demonstrates how to create and calculate cash flow transactions.
This module discusses the setup required for foreign currency revaluation. It also discusses how to run revaluation in different modules in Microsoft Dynamics AX.
This module describes the processing and setup of advanced customer and vendor payments in Microsoft Dynamics AX including bridging accounts, electronic payments, centralized payments, bills of exchange and prepayments.
This module introduces the concepts of intercompany accounting. Topics discussed in this course include the review and posting of intercompany transactions, the setup of for intercompany accounting, and how to trace an intercompany transaction.
This module discusses the capabilities of Microsoft Dynamics AX to consolidate subsidiary companies into a single consolidated company. Topics that are covered include how to set up a subsidiary company, setup of a consolidated company and how to perform a consolidation.
This module describes how to set up and process customer statements, collection letters and interest notes to help in the collection process.
This module describes how to set up one or more workflow configurations, select a configuration and activate workflow.
This module discusses the year-end processes necessary in Microsoft Dynamics AX. Topics covered in this course include creating a new fiscal year, how to hold or close a period, create a closing sheet and setting up fiscal year parameters.
This module discusses the steps and processes to create a financial statement in Microsoft Dynamics AX. Topics covered include creating row and column definitions, creating and printing financial statements, and creating and printing dimension statements.
Lab: Create and Manage Budgets
Lab: Create a Budget Transfer
Lab: Use Budget Control on a Purchase Order
Lab: Set Up a Ledger Account for Cash Flow Forecasting
Lab: Set Up a Dependent Ledger Account
Lab: Create a Budget Entry to Include in Cash Flow
Lab: Calculate Cash Flow Transactions
Lab: Accounts Receivable Foreign Currency Revaluation
Lab: Bridging Accounts
Lab: Prepayments Setup
Lab: Ledger Accrual
Lab: Enter and Post an Intercompany Transaction
Lab: Trace an Intercompany Transaction
Lab: Set Up a Consolidation Company
Lab: Perform a Consolidation
Lab: Set Up a Collection Letter
Lab: Collection Letter
Lab: Set Up an Interest Code
Lab: Manage the Collections Process
Lab: Year-End Close
After completing this course, students will be able to: