M8346: Great Plains V8.0 Receivables Management I

1 Day Course
Code M8346

This course has been retired. Please view currently available Business Solutions Training Courses.

Modules

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Introduction (3 topics)

  • Receivables Management Features and Benefits
  • Receivables Management Overview and Roadmap
  • Integration

Setup Procedures (14 topics)

  • Receivables Management Setup Checklist
  • Company and Posting Setup Procedures
  • Receivables Management Setup and Options
  • Sales Territory Maintenance
  • Salesperson Maintenance
  • Customer Class Setup
  • Customer Maintenance
  • Customer Account Maintenance
  • Customer Maintenance Options
  • National Accounts Maintenance
  • Refund Checks Setup
  • Receivables Management Setup Reports
  • Beginning Balances
  • Customer Summary

Daily Procedures (12 topics)

  • Transaction Entry Overview
  • Posting Overview
  • Receivables Batch Entry
  • Receivables Transaction Entry
  • Applying Documents
  • Post Transactions
  • Scheduled Payments Checklist
  • Scheduled Payments Entry
  • Entering Cash Receipts
  • Apply Posted Transactions
  • Entering Refund Checks
  • Batch Recovery

Maintaining Records (4 topics)

  • Handling NSF checks, Voiding and Waiving Posted Transactions
  • Change and Delete Records
  • Edit posted transactions
  • Remove History

Prerequisites

Before attending this course, students must have: - General knowledge of Microsoft® Windows® - Completed the Great Plains Tutorial - Basic knowledge of accounting principles

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