Dynamics 365 Finance Accounts Payable & Receivable Setup | Vendors, Customers, Payments & Posting
Learn to configure Accounts Payable and Accounts Receivable in Microsoft Dynamics 365 Finance, including vendors, customers, groups, posting profiles, payment terms, methods of payment, parameters, settlements, charges, and financial controls.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 59 Minutes 06 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides comprehensive practical training on Accounts Payable and Accounts Receivable Setup in Microsoft Dynamics 365 Finance. You’ll learn how vendor and customer configuration, posting profiles, payment terms, methods of payment, groups, parameters, settlements, charges, and related financial controls support accurate purchasing, invoicing, payments, collections, and accounting processes.
What You Will Learn
- Understand Accounts Payable and Accounts Receivable setup in Microsoft Dynamics 365 Finance
- Understand Accounts Payable and Accounts Receivable integration with General Ledger
- Configure Vendor Groups and Customer Groups
- Create and maintain Vendor accounts
- Create and maintain Customer accounts
- Configure Vendor Posting Profiles
- Configure Customer Posting Profiles
- Configure Terms of Payment
- Configure Methods of Payment for vendors and customers
- Understand payment schedules, discounts, and payment-related configuration
- Configure Accounts Payable parameters
- Configure Accounts Receivable parameters
- Understand vendor invoice and customer invoice configuration
- Understand customer and vendor settlements
- Understand charges and payment-related configuration
- Support accurate Accounts Payable and Accounts Receivable accounting and controls
Course Overview
This module includes hands-on demonstrations of:
- Reviewing Accounts Payable and Accounts Receivable configuration
- Creating and configuring Vendor and Customer Groups
- Creating and maintaining Vendor and Customer accounts
- Configuring Vendor and Customer Posting Profiles
- Configuring Terms of Payment
- Configuring Methods of Payment
- Reviewing AP and AR parameters
- Reviewing payment and settlement configuration
- Reviewing invoice and transaction configuration
- Understanding how Accounts Payable and Accounts Receivable transactions post to General Ledger
Outcome
By the end of this course, you’ll understand how to configure Accounts Payable and Accounts Receivable in Microsoft Dynamics 365 Finance, including vendors, customers, groups, posting profiles, payment terms, methods of payment, parameters, settlements, charges, and General Ledger integration.
