{"title":"BBCG.05.D365: Configuring Accounts Receivable","description":"\u003cp\u003e\u003cspan\u003eThe Accounts Receivable area is one of the three foundation financial modules within Dynamics 365that you will want to set up.  It not only allows you to manage all of 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.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the receivables area, and also how some of the basic transactions work to get you up and running and working with your customers. \u003c\/span\u003e\u003c\/p\u003e","products":[{"product_id":"bbcg-05-d365-1-pdf-configuring-accounts-receivable","title":"BBCG.05.D365.1.PDF: Configuring Accounts Receivable","description":"\u003cp\u003e\u003cspan\u003eThe Accounts Receivable area is one of the three foundation financial modules within Dynamics 365that you will want to set up.  It not only allows you to manage all of 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.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the receivables area, and also how some of the basic transactions work to get you up and running and working with your customers.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Accounts Receivable Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Customer Accounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Invoicing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Collection Management\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Cash Receipts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Deduction Management\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450131931180,"sku":"BBCG.05.D365.1.PDF","price":44.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_9aa2ce2b-6448-402f-900f-3e4357241f18.png?v=1547989153"},{"product_id":"bbcg-05-01-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.05.01.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 1: Configuring the Controls (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eBefore we start adding customers and creating invoices within the Accounts Receivable module of Dynamics 365, a couple of codes and controls need to be configured so that everything else later in the book will run smoothly. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will walk us through everything that we need to set up to get the basic Accounts Receivable features working.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Account Receivable Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring a General Customer Posting Profile\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Terms of Payment\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Net Day of Month Term of Payment\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Scheduled Payment Terms\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Discount Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Payment Methods\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Accounts Receivable Parameters\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e325 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 8, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37911591846066,"sku":"BBCG.05.01.D365.2.PDF","price":17.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_a864c9f3-ace5-43f0-a533-832566dc086f.png?v=1610107547"},{"product_id":"bbcg-05-02-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-2-configuring-customer-accounts-digital","title":"BBCG.05.02.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Customer Accounts (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eOnce we have all the controls configuration done within the Accounts Receivable area, we can start getting to the module's meat and potatoes, the Customer Accounts' configuration.  Setting up all our customers may seem like a daunting task if we have a large customer base. Still, if we use the import tools and features like the Excel Add-In to tidying up your data, this isn't very hard, and regardless of if we have 100 or 10,000 customers can be a breeze to load.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will set up the customer groups, and then we will start adding and importing in our customer accounts.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eChanging the Customer Numbering Sequence\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Customer Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a new Customer Account\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a Customer Import Template\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eManually updating Customer details\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e181 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 14, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37978644250802,"sku":"BBCG.05.02.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_eaf32fa1-9a4c-4d33-9565-23ba794345c9.png?v=1610624995"},{"product_id":"bbcg-05-03-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-3-configuring-invoicing-digital","title":"BBCG.05.03.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 3: Configuring Invoicing (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThere are a few different invoicing options within Dynamics 365, and in this module, we will walk through the main ones.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eEntering a Free Text Invoice\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eEntering a Free Text Invoice from the Customer record\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating and Using Invoice Templates\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a Free Text Invoice Template\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e79 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 17, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":38002313887922,"sku":"BBCG.05.03.D365.2.PDF","price":4.75,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_82bdab66-31c2-4ef6-9f21-f511b1edfc7c.png?v=1610895908"},{"product_id":"bbcg-05-04-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-3-configuring-collections-management-digital","title":"BBCG.05.04.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 4: Configuring Collections Management (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eOnce we have our invoicing configured, we will probably want to set up the Collections Management portion of the Accounts Receivable area.  Collections management allows us to track your customer aging's, pools for segregating customers, collection letters, and much more.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Aging Period definitions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Account Receivable Collection parameters\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating an Aging Snapshot\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing collection statuses through the Aged Balances\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Customer Collection Pools\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Collection Letters\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Customer Statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e180 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (January 24, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":38071890608306,"sku":"BBCG.05.04.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ca07a2e8-d507-4763-be74-e6416a091a10.png?v=1611520426"},{"product_id":"bbcg-05-05-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-5-configuring-cash-receipts-digital","title":"BBCG.05.05.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 5: Configuring Cash Receipts (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eHopefully, we won't have to use the \u003cstrong data-mce-fragment=\"1\"\u003eCollections Workbench\u003c\/strong\u003e very much, and your customers will pay their invoices on time or before they are due. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe next area that we will look at is the \u003cstrong data-mce-fragment=\"1\"\u003eCash Receipts\u003c\/strong\u003e functions within Dynamics 365 and show you how to record customer payments.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a Customer Payment Journal\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing the Cash Receipt Bank Transactions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eManually updating Customer Aging's\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e49 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (February 28, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":39278317732018,"sku":"BBCG.05.05.D365.2.PDF","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_d941d6be-c40c-4289-b0ef-0309aa784127.png?v=1614459717"},{"product_id":"bbcg-05-06-d365-2-pdf-configuring-accounts-receivable-within-dynamics-365-for-operations-second-edition-module-6-configuring-deduction-management-digital","title":"BBCG.05.06.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 6: Configuring Deduction Management (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eUnfortunately, customers don't always pay the amount that we ask them to, and tracking the discrepancies can be a chore because you may have given an incentive to the customer that they are taking as a valid deduction, the customer may be penalizing us for one reason or another, or they may be wrong.  We don't want to have the invoices sitting out there waiting to be investigated and cluttering up the aging's, though, which is where the \u003cstrong data-mce-fragment=\"1\"\u003eDeduction Management\u003c\/strong\u003e feature comes into play. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe \u003cstrong data-mce-fragment=\"1\"\u003eDeductions Management \u003c\/strong\u003efunction allows us to record deductions as we receive cash and close out the invoices.  Then the deductions are set aside for someone to investigate them and decide if they are valid or not. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will show how to set up and use the \u003cstrong data-mce-fragment=\"1\"\u003eDeduction Management\u003c\/strong\u003e features.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring a Deduction Journal Name\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Trade Allowance Management parameters for Deductions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Deduction Types\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Deduction Denial Reasons\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Deduction Write-Off codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eEntering Customer Payments with Deductions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eWorking with Deductions within the Deduction Workbench\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 Finance\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e221 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":39306283647154,"sku":"BBCG.05.06.D365.2.PDF","price":12.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_91ab92b2-2578-446b-bb88-28f676f86f1d.png?v=1614697331"},{"product_id":"bbcg-05-d365-5-pdf-configuring-accounts-receivable-within-dynamics-365-erp-fifth-edition","title":"BBCG.05.D365.5.PDF: Configuring Accounts Receivable within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eIn the markets and guild halls of Faerûn, a sale is only half the story. The other half is collecting what is owed. For the Waterdeep Trading Company, the Accounts Receivable module in Dynamics 365 Finance is the system that transforms customer transactions into revenue, tracks every outstanding balance, and ensures that the company's cash flow remains strong and predictable.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eAccounts Receivable spans the full lifecycle of customer-facing financial activity: from the journals and posting profiles that govern how transactions reach the ledger, through the customer records that define who owes what, to the invoices that formalize obligations, the collections tools that pursue overdue balances, the cash receipts that record payments, and the deduction management processes that resolve disputes. Greta Ironfist expects every sale, whether to a noble house, a traveling adventurer, or a merchant guild, to flow through a controlled, auditable process that leaves nothing to chance. These labs ensure that expectation is met.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eAccounts Receivable Controls:  \u003c\/strong\u003eConfigure the foundational codes and parameters that govern all receivables processing: journals, posting profiles, payment terms, discount codes, payment methods, and system-wide Accounts Receivable parameters.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eCustomer Management:  \u003c\/strong\u003eBuild and maintain the customer records that drive the Order-to-Cash process. This module covers number sequences, customer groups, individual and bulk account creation using Excel integration, and ongoing maintenance of customer master data.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eAccounts Receivable Invoicing:  \u003c\/strong\u003eCreate and manage the invoices that turn customer agreements into revenue. This module focuses on Free Text Invoices, including creation from the invoicing workspace, shortcuts from customer records, and recurring billing through invoice templates.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eCollections Management:  \u003c\/strong\u003eMonitor, prioritize, and act on overdue balances using aging period definitions, aging snapshots, the Collections Workbench, customer collection pools, collection letters, and customer statements.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eCash Receipts:  \u003c\/strong\u003eRecord and validate customer payments by creating payment journals, verifying bank transactions, and manually updating customer aging to maintain real-time balance visibility.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eDeduction Management:  \u003c\/strong\u003eHandle customer short-pays, invoice discrepancies, and disputed claims through a structured process of deduction journals, deduction types, denial reasons, write-off codes, and the Deduction Workbench.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eBy completing these labs, we will have established a complete Accounts Receivable framework for the Waterdeep Trading Company, ensuring that every sale is invoiced, every payment is recorded, and every outstanding balance is tracked with the precision of an enchanted ledger.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring Accounts Receivable within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e176 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47180855083186,"sku":"BBCG.05.D365.5.PDF","price":19.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.05.D365.5AccountsReceivable_Page_001.png?v=1773399955"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-05-d365-configuring-accounts-receivable\/edition_fifth-edition.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}