Microsoft Dynamics GP Receivables Management Training

This course develops in-depth knowledge of the accounting functionality available in the module of Receivables Management. You will be simulating the setups you will encounter when setting up your system. You will be prepared to handle tasks such as creating and setting up customer and salesperson accounts, handling daily and period-end procedures, and developing problem-solving techniques.

Agenda

Receivables setup options; Setting up customers and classes; Setting up salespeople and territories; Entering and posting sales transactions; Recording cash receipts; Handling NSF checks, voiding and waiving transactions; Aging customer accounts; Assessing finance charges; Printing customer statements; Performing paid transaction removal; Year-end procedures; Reports and inquiries

Course Goals

By actively participating in this class you will learn:

• The setup options available within Receivables Management to customize your system to better fit your organizations needs.
• The recommended order of steps to complete the setup of Receivables Management.
• How to setup key records such as customer and sales person accounts.
• How and where transactions can be entered within the system.
• Posting options and information flow within Receivables Management.
• Using reports and inquiries to access needed information.
• Key issues and steps to complete period end and year end procedures.

Who Should Attend

Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Receivables Management.

Prerequisites

Basic knowledge of accounting principles.