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Training Course Outline

IT Vendor Courses   Microsoft Great Plains Training Courses

M8395: Great Plains V8.0 Receivables Management II

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Course Duration: 1 day

Course Code: M8395

Course Description:

The 1-day Microsoft® Business Solutions-Great Plains® Receivables Management II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as Refund Checks, using National Accounts, Multidimensional Analysis and year-end closing procedures.

 

A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.

 

Customers who would like a more in-depth understanding of the Microsoft Great Plains system. The class is targeted toward data entry clerks, administrators; office managers, CEO's, and consultants who need to understand the technical aspects of Great Plains Receivables Management and gain foundational knowledge of the application functionality.

Prerequisites:

Before attending this course, students must have:

- Financial Series I course or equivalent working experience with Microsoft Great Plains

This course includes the following modules:

Setup Procedures

• Receivables Management Setup
• Receivables Setup Options
• Customer Class Setup
• Customer Class Accounts Setup
• Posting Setup
• Posting Accounts Setup

Transaction Flow and Integration

• Integration
• Receivables Management Document Status
• Cash Receipts Transaction Entry Flow
• Receivables Management Computer Checks Transaction Flow
• Tracing Transactions

Advanced Functionality

• Scheduled Payments
• Multidimensional Analysis
• National Accounts Maintenance
• Refund Checks
• Create Customer/Vendor Relationships
• Create Refund Checks
• Create Refund Checks for National Accounts

Maintaining Records

• Handling NSF Checks, Voiding and Waiving Posted Transactions
• Voiding Posted Payment Schedules
• Writing Off Outstanding Debit and Credit Amounts
• Change and Delete Records
• Remove History
• Reconcile

Inquiry and SmartList

• Inquiries
• SmartList

 

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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