configuring accounts receivable dynamics von fife murray (3 Ergebnisse)

Taschenbuch. Zustand: Neu. Neuware - Hopefully you won't have to use the Collections Workbench very much and your customers will just pay their invoices on time, or before they are due. So, the next area that we are going to look at is the Cash Receipts functions within Dynamics 365 and show you how to record customer payments.Topics Covered-Creating a Payment Journal-Manually updating Customer Aging's through the Collections Dashboard.

Taschenbuch. Zustand: Neu. Neuware - Once you have all the base configuration done within the Accounts Receivable area, you can start getting to the meat and potatoes of the module, which is the configuration of the Customer Accounts. This may seem like a daunting task if you have a large customer base, but if you use the import tools, and features like the Excel Add-In for tidying up your data, then this isn't very hard, and regardless of if you have 100, or 10,000 customers can be a breeze to load.Topics Covered-Changing the Customer Numbering Sequence-Configuring Customer Groups-Creating a new Customer Account-Creating a Customer Import Template-Populating and publishing the Import Template-Manually updating Customer details-Performing bulk updates using the Grid Edit.

Taschenbuch. Zustand: Neu. Neuware - Once you have your invoicing configured you will probably want to set up the Collections Management portion of the Accounts Receivable area. This will allow you to track your customer aging's, pools for segregating customers, collection letters and much more.Topics Covered-Configuring Aging Period definitions-Configuring Account Receivable Collection parameters-Creating an Aging Snapshot-Viewing collection statuses through the Collections Workbench-Configuring Customer Collection Pools-Viewing collection statuses by Customer Pool-Configuring Collection Letters-Printing Customer Statements from the Collections Workbench.