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Home > Microsoft > Dynamics > MOC 80228 - Receivables Management in Microsoft Dynamics GP 2010

MOC 80228 - Receivables Management in Microsoft Dynamics GP 2010

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

Class Description

Class Overview

The one-day Microsoft Dynamics GP 2010 Receivables Management training class explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments, and month-end closing procedures. You will also learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available.

Class Goals

  • Learn to perform all Dynamics GP 2010 Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices.
  • Learn to perform maintenance on Dynamics GP 2010 Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments.
  • Learn to apply payments and prepayments to customer balances or against specific invoices.
  • Learn to print standard reports for audit trail purposes, financial analysis and to verify data entry.
  • Learn to troubleshoot and correct Receivable Management input errors including an incorrect posting date or incorrect document amounts.
  • Learn to perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.

Class Outline

  1. Overview and Setup Procedures
    1. Receivables Management Overview
    2. Setup Procedures
    3. Receivables Management Setup
    4. Receivables Setup Options
    5. Sales Territory Maintenance
    6. Salesperson Maintenance
    7. Customer Class Setup
    8. Customer Maintenance
    9. Customer Maintenance Options
    10. National Accounts Maintenance
    11. Refund Checks Setup
    12. Sales E-mail Setup
    13. Beginning Balances
    14. Lab: Receivables Management Overview and Setup Procedures
      1. Receivables Management Setup
      2. Setting Up a New Sales Territory
      3. Setting Up a New Salesperson
      4. Modify a Customer Class
      5. Setting Up a New Customer
      6. Setting Up a National Account
      7. Setting Up Refund Checks
  2. Daily Procedures
    1. Transaction Entry Overview
    2. Receivables Batch Entry
    3. Receivables Transaction Entry
    4. Enter Receivables Scheduled Payments
    5. Enter Cash Receipts
    6. Apply Posted Transactions
    7. Enter Refund Checks
    8. Batch Recovery
    9. Lab: Receivable Management Daily Procedures
      1. Receivables Transaction Entry
      2. Credit Memo Entry
      3. Receivables Scheduled Payments
      4. Cash Receipts Entry
      5. National Accounts/Cash Receipts Entry
      6. Apply Posted Transactions
      7. Creating and Printing Refund Checks
  3. Maintaining Records
    1. NSF Checks, Voiding, and Waiving Posted Transactions
    2. Change and Delete Records
    3. Edit Receivables Transactions
    4. Remove History
    5. Reconcile
    6. Perform an Inquiry
    7. Reports
    8. Lab: Receivables Management Maintaining Records
      1. Voiding a Document
      2. Assessing an NSF Charge
      3. Editing Receivables Transactions
  4. Period-end Processing
    1. Period-End Procedures Overview
    2. Aging Process
    3. Finance Charges
    4. Print Statements
    5. Reprint Statements
    6. Paid Sales Transaction Removal
    7. Other Period-End Procedures
    8. Reconcile Receivables to General Ledger
    9. Year-end Routines
    10. Lab: Receivables Management Period-end Processing
      1. Aging Process
      2. Write Off

    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.

    Technical Requirements

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

    Associated Certifications

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