Setup of Promissory Notes & Bills of Exchange in Microsoft Dynamics 365 Finance & Operations | Treasury Configuration, Payment Instruments & Ledger Controls
This course demonstrates how to set up Promissory Notes and Bills of Exchange in Microsoft Dynamics 365 Finance & Operations, including treasury configuration, payment instrument setup, and ledger controls.
- *
Select duration. Access ends after the period.
Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 18 Minutes 11 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides a clear, practical introduction to setting up Promissory Notes and Bills of Exchange in Microsoft Dynamics 365 for Finance and Operations. You’ll learn how to configure payment instruments, define ledger controls, and prepare the system for AR/AP settlement workflows.
What You Will Learn
Setup of promissory notes
Setup of bills of exchange
Treasury configuration
Ledger posting controls
Payment instrument lifecycle
AR/AP integration
Real‑world treasury scenarios
Course Overview
This module includes hands‑on demonstrations of:
Configuring promissory notes
Configuring bills of exchange
Ledger posting setup
Treasury workflows
Payment instrument parameters
Outcome
By the end of this course, you’ll be able to confidently configure promissory notes and bills of exchange in Microsoft Dynamics 365 Finance & Operations.
