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Receivables Management in Microsoft Dynamics GP - 80574

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Fee:  $595

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Receivables Management in Microsoft Dynamics GP - 80574 Course Outline

Version Details
This course is designed for customers who are interested in learning Microsoft Dynamics GP 2018. It not only covers the features in Dynamics GP 2018, but also the important capabilities of Dynamics GP in general.

The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.

Audience Profile
This course is intended for anyone wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Receivables Management.

Before attending this course, students must have:
Basic knowledge of Microsoft Dynamics GP.
Basic knowledge of accounting principles.
Basic Windows knowledge.

At Course Completion
After completing this course, students will be able to:
Perform Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices.
Perform maintenance on Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments.
Apply payments and prepayments to customer balances or against specific invoices.
Print standard reports for audit trail purposes, financial analysis and to verify data entry.
Troubleshoot and correct input errors including an incorrect posting date or incorrect document amounts.
Perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.

Course Outline

Module 1: Overview and Setup Procedures
This module gives students a general overview of the features and benefits of using Receivables Management in an integrated environment. In addition it discusses setup procedures and examines in detail the options available to customize. It also focuses on the integration between Receivables Management and General Ledger in Microsoft Dynamics GP.
Features and Benefits
Setup Procedures
Receivables Management Setup
Receivables Setup Options
Sales Territory Maintenance
Salesperson Maintenance
Customer Class Setup
Customer Maintenance
Customer Maintenance Options
National Accounts Maintenance
Refund Check Setup
Sales Email Setup
Beginning Balances
Lab : Receivables Management Setup
Lab : Set Up a New Sales Territory
Lab : Set Up a New Salesperson
Lab : Modify a Customer Class
Lab : Set Up a New Customer
Lab : Set Up a National Account
Lab : Set Up Refund Checks

Module 2: Daily Procedures
This module explains the daily procedures performed in Receivables Management. It focuses on the entry of transactions such as invoices, cash receipts, and finance charges.
Transaction Entry Overview
Receivables Batch Entry
Receivables Transaction Entry
Enter Receivables Scheduled Payments
Enter Cash Receipts
Apply Posted Transactions
Enter Refund Checks
Batch Recovery
Lab : Receivables Transaction Entry
Lab : Credit Memo Entry
Lab : Receivables Scheduled Payments
Lab : Cash Receipts Entry
Lab : National Accounts/Cash Receipts Entry
Lab : Apply Posted Transactions
Lab : Creating and Printing Refund Checks

Module 3: Maintaining Records
This module focuses on the process of maintaining records in Receivables Management. It focuses on how to manage and view receivables data.
NSF Checks, Voiding, and Waiving Posted Transactions
Change and Delete Records
Edit Receivables Transactions
Remove History
Perform an Inquiry
Lab : Voiding a Document
Lab : Assessing a Non-Sufficient Funds Charge
Lab : Edit Receivables Transactions

Module 4: Period-End Processing
This module explains the procedures performed at the end of fiscal periods in Receivables Management.
Period-End Procedures Overview
Aging Process
Finance Charges
Print Statements
Reprint Statements
Paid Sales Transactions Removal
Other Period-End Procedures
Reconcile Receivables to General Ledger
Year-End Routines
Lab : Aging Process
Lab : Write Off an Invoice
View outline in Word


Attend hands-on, instructor-led Receivables Management in Microsoft Dynamics GP - 80574 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics Courses and select the one that's right for you.


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