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BBCG.05.D365.2: Configuring Accounts Receivable (Second Edition)

The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.

The Accounts Receivable area is one of the three foundation financial modules within Dynamics 365 that you will want to set up.  It not only allows you to manage all your customer information, post your invoices, and receive in your cash payments, but also allows you to manage your collections, track deductions, and much more.

It’s not hard to configure either and this module is designed to give you step by step instructions to show you how to configure the receivables area, and how some of the basic transactions work to get you up and running and working with your customers.

In these modules we will show how to configure the Accounts Receivable module so that we can start tracking Customers, Invoices, Collections Management, Receiving Cash, and even Deduction Management within Dynamics 365 Finance.

Topics Covered:

  • Configuring the Controls
  • Configuring Customer Accounts
  • Configuring Invoicing
  • Configuring Collections
  • Configuring Cash Receipts
  • Configuring Deductions