Dynamics GP

Dynamics GP - AR Manager


Description
INSTRUCTOR: Amber Bell from Training Dynamo.

RECOMMENDED PREREQUISITES: Dynamics GP-User Interface Course (Available through DUG Skill-Up)

AUDIENCE: It is designed to help individuals setup and manage an Accounts Receivable department of a company using Microsoft Dynamics GP.

AREAS COVERED: Setup of the AR module, Posting Setup, Customer Maintenance, Receivables Invoice Entry, Credit Memo Entry, Cash Receipt Entry, Inquiries, SmartLists and Reports for AR (Receivables Management) in Microsoft Dynamics GP. This course also includes Year-End Close or Month-End Processes such as Aging AR, Moving AR to History, and Write-Offs

NOTE: An “Essentials” course is available which excludes setup, as well as, Month-End/Year-End processes.

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 3:41
Expected hours to complete course: 4:30
Course Level: Basic
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

Content
  • WELCOME TO THE COURSE
  • Receivable Management Intro (00:18)
  • Training Goals - Receivables Management
  • VARIATION IN VERSIONS
  • GP User Interface (03:07)
  • Navigation Lists for AR (04:06)
  • SETTING UP RECEIVABLES MANAGEMENT
  • Receivables Management Setup Part 1 - Main Screen (10:30)
  • Receivables Management Setup Part 2 - Options (06:46)
  • QUIZ: Receivables Management - Setup
  • POSTING SETUP
  • Posting Setup - Posting Rules and Reports (11:03)
  • Posting Setup - Posting Accounts (07:06)
  • QUIZ - Posting Setup
  • CUSTOMERS
  • Customer Maintenance - Main Screen Part 1 (05:12)
  • Customer Maintenance - Main Screen Part 2 (05:06)
  • Customer Maintenance - Main Screen Part 3 (05:15)
  • Customer Address Maintenance (07:01)
  • Customer Maintenance - Accounts (07:18)
  • Customer Maintenance - Email Preferences (06:05)
  • Customer Maintenance - Options (07:23)
  • Customer Classes (08:28)
  • Customer Maintenance - Toolbar (06:02)
  • QUIZ - Customer Maintenance
  • BONUS - NATIONAL ACCOUNTS SETUP, TRANSACTIONS, AND REPORTS
  • National Accounts Setup, Transactions, and Reports (07:16)
  • QUIZ - National Accounts
  • TRANSACTION ENTRY
  • Receivables Transaction Entry - Invoices (07:01)
  • Receivables Transaction Entry - Credit Memos (06:46)
  • Tax Overview (07:51)
  • Receivables Transaction Entry - Printing (05:00)
  • Receivables Transaction Entry - Reviewing and Posting (07:30)
  • Batch Recovery (11:15)
  • QUIZ - Transaction Entry
  • Cash Receipts and Apply Sales Documents
  • Cash Receipt Entry (08:50)
  • Applying AR Documents (04:00)
  • QUIZ - Cash Receipts
  • TRANSACTION MAINTENANCE
  • Customer Holds (01:05)
  • QUIZ - Customer Holds
  • Maintaining Records - Editing or Voiding Posted Transactions (07:57)
  • QUIZ - Voiding/Editing Posted Transactions
  • INQUIRIES, SMARTLISTS, AND REPORTS
  • Receivables Inquiry Windows (06:11)
  • Receivables SmartLists (08:57)
  • Receivables Reports (10:34)
  • QUIZ - SmartLists, Inquiries, and Reports
  • MONTH-END AND YEAR-END CLOSE
  • Month-End Close (11:05)
  • Year-End Close (09:04)
  • SURVEY: AR MONTH-END/YEAR-END CLOSE
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever