Курс "81200 Дебиторская задолженность в Microsoft Dynamics 365 для финансов и операций"
Код: 81200 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
Description
This course reviews the general concepts related to the financial setup of customers in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also covers how to create and process Free Text Invoices and Sales Order Invoices, handle customer collections and customer payment receipts.
This course helps prepare you for exam MB6-895.
This course helps prepare you for assessment Financial Management in Microsoft Dynamics 365 for Finance and Operations.
What are the goals for this course?
Set up Terms of Payment
Create Cash Discount Codes
Review Accounts Receivable Parameters
Set up Customer Posting Profiles
Create Customer Groups
Create a Customer
Review Customer details applicable to Finance
Create Free Text Invoices and Recurring Free Text Invoices
Correct a Free Text Invoice
Create an Invoice against a Sales Order
Review the Customer Invoicing Workspace
Review customer statements
Set up Collection Letters
Process Collection Letters
Setup Interest Codes
Calculate and Post Interest for Overdue Accounts Receivable
Manage Interest
Review Aging Periods
View and Manage Collections Information
Review Advanced Collections Management Tasks
Review Customer Payment Setup
Create and process a Customer Payment Journal
Process Electronic Customer Payments
Edit Open Customer Transactions
Review Inquiries and Reports
General knowledge of Microsoft Windows
Have a basic understanding of finance and accounting processes
Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
General knowledge of basic navigation within Microsoft Dynamics 365 for Finance and Operations
Have a general understanding of Purchase Order Invoicing
Have a general understanding of the vendor master within Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
Have a general understanding of Sales Order Invoicing
Программа курса
Module 01: Customer Setup
Terms of Payment
Cash Discounts
Accounts Receivable Parameters
Accounts Receivable Parameters Continued
Customer Groups
Customer Posting Profiles
Customers
Customers Continued
Module 02: Free Text Invoices and Sales Order Invoices
Free Text Invoices
Recurring Free Text Invoices
Free Text Invoice Corrections
Sales Order Invoices
Customer Invoicing Workspace
Module 03: Customer Collections
Objectives
Customer Account Statement
Set Up Collection Letters
Process Collection Letters
Process Collection Letters Continued
Set Up Interest Codes
Calculate Interest
Interest Adjustments
Managing Collections
Customer Pools and Collections Agents
Aging Periods and Snapshots
View and Manage Collections Information
View and Manage Collections Information Continued
Advanced Collections Management Tasks
Module 04: Customer Payment Receipts
Payment Schedules
Payment Days
Payment Fees
Methods of Payment
Payment Journals (Cash Receipts) — Payment Process
Electronic Customer Payments Setup
Electronic Customer Payments Processing
Prenotes
Manage Customer Transactions
Deposit Slips
Inquiries and Reports
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
