In this class, learn about basic day-to-day functionality for Accounts Receivable activities. Get hands on in the online learning environment to create orders, invoices, payments, credit memos, and more.
Spend time to review what all those boxes and options mean on the Sales & Receivables Setup page. From how exactly the system uses the number series used on sales documents to how you can maximize archiving versions, you’ll know how to make any changes necessary to handle your company’s needs.
Take the final step in building your confidence that you can handle the good, bad, and ugly in your day-to-day business sales needs. You’ll be ready to tackle any accounts receivable process.
This class contains some topics designed to prepare you for the Professional Assessment for Accounts Receivable. This is not a comprehensive study guide and cannot guarantee your ability to pass the assessment.
Course material is applicable to most versions of Dynamics NAV and Dynamics 365 Business Central. Key version differences will be highlighted by the instructor.
• Understand basic transactional processing for Accounts Receivable
• Fully review setup options for Accounts Receivable
• Prepare to take the Professional Assessment for Accounts Receivable
Audience: Professionals with Accounts Receivable responsibilities
Level: Beginner, Intermediate
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.