Dynamics GP

Dynamics GP - AR Essentials


Description
AREAS COVERED: Customer Maintenance, Receivables Invoice Entry*, Credit Memo Entry, Cash Receipt Entry, Inquiries, SmartLists and Reports for AR (Receivables Management) in Microsoft Dynamics GP.

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 that will be working in the Accounts Receivable department of companies using Microsoft Dynamics GP.

*NOTE: This course does not include the following: Setup of the AR module, Posting Setup, Year-End Close or Month-End Processes such as Aging AR, Moving AR to History, and Write-Offs. These are covered in the AR Management course.

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: 2:50
Expected hours to complete course: 3:30
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 (04:07)
  • POSTING SETUP
  • Document Status and Posting Account Overview (04:48)
  • 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 (07:03)
  • 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
  • TRANSACTION ENTRY
  • Receivables Transaction Entry - Invoices (07:01)
  • Receivables Transaction Entry - Credit Memos (06:46)
  • Receivables Transaction Entry - Printing (05:00)
  • Receivables Transaction Entry - Reviewing and Posting (07:30)
  • QUIZ - Transaction Entry
  • Batch Recovery (11:15)
  • 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
  • INQUIRIES, SMARTLISTS, AND REPORTS
  • Receivables Inquiry Windows (06:11)
  • Receivables SmartLists (08:57)
  • Receivables Reports (10:34)
  • QUIZ - SmartLists, Inquiries, and Reports
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever