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Home > Microsoft > Dynamics > MOC 8823 - Receivables Management I in Microsoft Dynamics GP 10.0

MOC 8823 - Receivables Management I in Microsoft Dynamics GP 10.0

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Class Date and Time Price Pricing Information
$475.00
or 1 vouchers voucher
$475.00 or 1 vouchers voucher
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$475.00 or 1 vouchers voucher
Register Now

Class Description

Class Overview

This Microsoft Dynamics GP training class teaches the features and benefits of using the Receivables Management module in an integrated environment. Students learn how transactions can be entered and posted in Receivables Management, to maintain your Receivables Management records, and to handle processes that are completed at the end of the month, period, calendar and fiscal year.

Class Goals

  • Learn to enter and post transactions in Receivables Management.
  • Learn to maintain your Receivables Management records.
  • Learn to handle processes that are completed at the end of the month, period, calendar and fiscal year.
  • Learn about navigation roadmaps, checklists, and reference to reports available in Receivables Management

Class Outline

  1. Overview & Setup Procedures
    1. Receivables Management Features and Benefits
    2. Receivables Management Overview
    3. Receivables Management Setup Checklist
    4. Company and Posting Setup Procedures
    5. Receivables Management Setup and Options
    6. Sales Territory Maintenance
    7. Salesperson Maintenance
    8. Customer Class Setup
    9. Customer Maintenance
    10. Customer Account Maintenance
    11. Customer Maintenance Options
    12. National Accounts Maintenance
    13. Refund Checks Setup
    14. Receivables Management Setup Reports
    15. Beginning Balances
    16. Customer Summary
    17. Lab: Modify Existing Receivables Management Setup Selections
    18. Lab: Add a New Sales Territory
    19. Lab: Add a New Salesperson Record
    20. Lab: Modify an Existing Customer Class
    21. Lab: Add a New Customer Record
    22. Lab: Add a New National Account
    23. Lab: Set up Refund Checks
  2. Daily Procedures
    1. Transaction Entry Overview
    2. Posting Overview
    3. Receivables Batch Entry
    4. Receivables Transaction Entry
    5. Applying Documents
    6. Post Transactions
    7. Scheduled Payments Checklist
    8. Scheduled Payments Entry
    9. Entering Cash Receipts
    10. Apply Posted Transactions
    11. Entering Refund Checks
    12. Batch Recovery
  3. Maintaining Records
    1. Handling NSF checks, Voiding, and Waiving Posted Transactions
    2. Change and Delete Records
    3. Edit posted transactions
    4. Remove History
    5. Reconcile
    6. Retrieve Information
    7. Creating Report Options
    8. Creating and Printing Report Groups
  4. Period-End Procedures
    1. Period-end Checklist
    2. Aging Process
    3. Assess Finance Charges
    4. Print and/or Reprint Customer Statements
    5. Transfer Sales Commission
    6. Write Off Documents
    7. Paid Sales Transaction Removal
    8. Reconcile Receivables Management to General Ledger
    9. Closing the Fiscal Period
    10. Calendar Year-end Closing
    11. Fiscal Year-end Closing
    12. Tax Year-end Close
  5. Appendix: Job Aids
    1. Road Map
    2. Checklists
    3. Reports

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

  • General knowledge of Microsoft Windows
  • Completed the Microsoft Dynamics GP Tutorial
  • Basic knowledge of accounting principles

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Associated Certifications

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