{"title":"BBCG.D365: Bare Bones Configuration Guide Series (Dynamics 365)","description":"\u003cp\u003eWe are firm believer that Dynamics 365 for Operations is not a hard product to learn, but the problem is where do you start.  Which is why we developed the Bare Bones Configuration Guides.  The aim of this series is to step you through the configuration of Dynamics 365 from a blank system, and then step you through the setup of all of the core modules within Dynamics 365.  We start with the setup of a base system, then move on to the financial, distribution, and operations modules.  Each book builds upon the previous ones, and by the time you have worked through all of the guides then you will have completely configured a simple (but functional) Dynamics 365 for Operations instance.  To make it even more worthwhile you will have a far better understanding of Dynamics 365 and also how everything fits together.\u003c\/p\u003e\n\u003cp\u003eThese guides are broken out as follows:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring A Base Dynamics 365 Test System\u003c\/li\u003e\n\u003cli\u003eConfiguring an Organization within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring the General Ledger within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Cash and Bank Management within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Accounts Receivable within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Accounts Payable within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Product Information Management within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Inventory Management  within Dynamics 365\u003c\/li\u003e\n\u003cli\u003eConfiguring Procurement and Sourcing within Dynamics 365\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eAlthough you can get each of these guides individually, and we think that each one is a great\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eVisual \u003c\/strong\u003eresources to step you through each of the particular modules, for those of you that want to take full advantage of the series, you will want to start from the beginning and work through them one by one.  After you have done that you would have done people told me was impossible for one persons to do, and that is to configure all of the core modules within Dynamics 365.\u003c\/p\u003e\n\u003cp\u003eWe challenge all of you out there from any level of Dynamics 365 experience - from those of you that are new to Dynamics 365 and want to learn how it works, to the seasoned Dynamics consultant that knows areas of Dynamics 365 inside and out but haven’t got out of their comfort zone and learn the other areas – to sit down and learn how to implement a company in Dynamics 365 from the ground up.\u003c\/p\u003e","products":[{"product_id":"bbcg-01-02-d365-1-d-configuring-dynamics-365-for-operations-training-environments-module-2-provisioning-a-local-environment-digital","title":"BBCG.01.02.D365.1.PDF: Configuring Dynamics 365 for Operations Training Environments - Module 2: Provisioning a Local Environment (Digital)","description":"\u003cp\u003eAlthough the best option for provisioning a Dynamics 365 for Operations is to use Azure as the hosting platform, you do have the option to run a OneBox environment locally through Hyper-V\u003c\/p\u003e\n\u003cp\u003eJust as a disclaimer, a local instance of Dynamics 365 for Operations will be able to do most of what the Azure instance is able to do, but it is not a replacement. Because it is self-contained, then some features – like Power BI – will not work properly because the instance has not been provisioned directly from the tenant.  So buyer be warned.\u003c\/p\u003e\n\u003cp\u003eBut if you have a workstation with enough memory and processing power, or a Hyper-V server that is now idle because of all the environments going to Azure, then this is a great option for tinkering with the system, or even developing within Dynamics 365 for Operations locally without incurring the Azure hosting costs.\u003c\/p\u003e\n\u003cp\u003eIn this walkthrough we will show you how to provision a local Dynamics 365 for Operations environment and get it up and running through Hyper-V.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRegistering for a Connect Account\u003c\/li\u003e\n\u003cli\u003eRegistering for the Dynamics 365 for Operations Group\u003c\/li\u003e\n\u003cli\u003eAccessing the Local VM through Lifecycle Services\u003c\/li\u003e\n\u003cli\u003eDecompressing the VHD file\u003c\/li\u003e\n\u003cli\u003eConfiguring the Virtual Machine through Hyper-V\u003c\/li\u003e\n\u003cli\u003eStarting up the Virtual Machine for the first time\u003c\/li\u003e\n\u003cli\u003eProvisioning the Administrator User\u003c\/li\u003e\n\u003cli\u003eLogging into Dynamics 365 for Operations\u003c\/li\u003e\n\u003cli\u003eAccessing the Virtual Machine through Remote Desktop\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e Configuring Dynamics 365 for Operations Training Environments\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e105 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e Blind Squirrel Publishing (December 13, 2016)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e English\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/div\u003e\n\u003cul\u003e\u003c\/ul\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":28819744065,"sku":"BBCG.01.02.D365.1.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_c3c12e43-6a95-4024-a777-9e37bb0499d0.png?v=1481636276"},{"product_id":"bbcg-03-d365-1-pdf-configuring-the-general-ledger-within-dynamics-365-for-operations-digital","title":"BBCG.03.D365.1.PDF: Configuring the General Ledger within Dynamics 365 for Operations (Digital)","description":"\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThe General Ledger is the backbone of Dynamics 365 and is usually the first functional module that anyone will want to set up within the system since all of the other modules rely heavily on it throughout the setup process.\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #000000; cursor: text; font-family: 'Helvetica Neue',Helvetica,Arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eIn these guides, we will step you through the basics of setting up your initial General Ledger, and also through the additional configuration that you can do for configuring Journals, Allocations, Business Units and much more so that you have a solid foundation for all of the other modules.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eModules Included:\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\n\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the General Ledger Controls\u003cbr\u003e\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #000000; font-family: 'Helvetica Neue',Helvetica,Arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003eModule 2: \u003c\/span\u003eConfiguring the General Ledger Journals\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring the General Ledger Periodic Journals\u003cbr\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring the Organizational Structures\u003cbr\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring the Financial Dimensions\u003cbr\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Allocation Rules\u003cbr\u003e\u003cstrong\u003eModule 7: \u003c\/strong\u003eConfiguring Accrual Schemes\u003cbr\u003e\u003cstrong\u003eModule 8: \u003c\/strong\u003eConfiguring Currency Management\u003c\/div\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e \u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul style=\"background-color: transparent; color: #000000; cursor: text; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; min-height: 0px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 15px 0px 15px 0px;\"\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong style=\"line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring the General Ledger Within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13368457822252,"sku":"BBCG.03.D365.1.PDF","price":62.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_Bundle_b8d3f34c-70c8-4d5e-a538-c826e276fc43.png?v=1547298932"},{"product_id":"bbcg-01-d365-1-pdf-configuring-a-training-environment-within-dynamics-365-for-operations","title":"BBCG.01.D365.1.PDF Configuring A Training Environment within Dynamics 365 for Operations","description":"\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThere is no better way to start learning Dynamics 365 then to just dive in and start setting it up from a blank slate. As you start sculpting your system you are able to see how everything fits together and will also give you the muscle memory that will make you a ninja when it comes to using it in the future.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eFor traditional ERP systems, this is easier said than done because you need to first get the system installed, and then you don’t know where to even start. Luckily with Azure Hosting, and the pre-built demonstration environments that Microsoft deliver through their Lifecycle services, firing up a new system to learn in is a breeze. Also, if you want to have a local version of Dynamics 365 running on your own server – and you have enough power to do that then you can download a copy of Dynamics 365 and install it locally using Hyper-V.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eOnce you have a sandbox to play in, creating a new partition that is clean and ready for you to start tinkering in is just as easy.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eIn the following modules we will walk through the setup required to deploy a training system, configure a blank partition so that you can use as the base training system, and also show you how to set up all of the necessary codes and controls so that when you do start learning Dynamics 365, everything will run smoothly for you.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cdiv style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\n\u003cstrong\u003eModule 1\u003c\/strong\u003e: Creating a new Environment through Lifecycle Services\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 2:\u003c\/strong\u003e Provisioning a Local Environment\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul style=\"background-color: transparent; box-sizing: border-box; color: #000000; cursor: text; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; list-style-image: none; list-style-position: outside; list-style-type: disc; min-height: 0px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; padding: 0px; margin: 15px 0px 15px 0px;\"\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring a Training Environment Within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13371892957228,"sku":"BBCG.01.D365.1.PDF","price":17.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_42f5b109-92bc-4313-aaff-b3c8e97defe3.png?v=1547329109"},{"product_id":"bbcg-04-d365-1-pdf-configuring-cash-and-bank-management","title":"BBCG.04.D365.1.PDF: Configuring Cash And Bank Management","description":"\u003cp\u003e\u003cspan\u003eAlthough the Cash Management module is not the most glamorous of the different areas within Dynamics 365, but it is important if you want to manage all of your bank accounts and make sure that you can easily reconcile your bank accounts.  With additional features though like the ability to configure Positive Pay, this module isn’t as mild mannered as you would think.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIn this guide we will show how to configure your Cash Management module so that you can start tracking cash and bank transactions within Dynamics 365.\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 Cash and Bank Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Bank Accounts\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 Cash and Bank Management 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":13450128556076,"sku":"","price":34.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_7baa3849-5aae-44ab-aabd-d130aa7fa687.png?v=1547988981"},{"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 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step by step instructions to show you how to configure the payables area, and also how some of the basic transactions work to get you up and running and working with your vendors.\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 Payable Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Vendor Accounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Vendor Invoicing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Vendor Payments\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Invoice Journal Approvals\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 Payable 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":13450149396524,"sku":"BBCG.06.D365.1.PDF","price":32.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_f783494b-1612-4137-ab4d-ed8eb0f40934.png?v=1547989497"},{"product_id":"bbcg-07-d365-1-pdf-configuring-product-information-management","title":"BBCG.07.D365.1.PDF: Configuring Product Information Management","description":"\u003cp\u003e\u003cspan\u003eThe Product Information Management area within Dynamics 365 not only allows you to manage all of the core product details.  It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures.  It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships.  If you want to add more control over the products lifecycle then you can use the Product Change Management Cases.  All of this information is managed through this one location and then consumed within all of the other modules.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eSetting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.\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 Product Information Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Products and Services\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Dimensional Products\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Product Categories and Attributes\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Product Relationships\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Product Change 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 Product Information Management 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":13450170171436,"sku":"BBCG.07.D365.1.PDF","price":39.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_5ea25299-78d2-4130-baf0-f2996bf6f64b.png?v=1547990800"},{"product_id":"bbcg-08-d365-1-pdf-configuring-inventory-management","title":"BBCG.08.D365.1.PDF: Configuring Inventory Management","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Inventory Management area of Dynamics 365 allows you to track all of the inventory within your warehouses, manage all of the movements and inventory adjustments and also set the inventory policies for costing. This is also the foundation for the other modules like Procurement \u0026amp; Sourcing and Sales Order Management because it gives you something to receive into and also ship from which is useful to track.\u003c\/p\u003e\n\u003cp\u003eIn this guide we will step you through the setup of all of the basic configuration that is needed in order to get your sites and warehouses configures, show you how to tweak your products so that they can be used within the warehousing structures, how to perform common inventory transactions like cycle counts and also how to configure batch controlled and serialized items.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\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 Inventory Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring the Inventory Structures\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Products for Inventory Management\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Inventory Counting\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Batch and Serialized Products\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 Inventory Management 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":13450181115948,"sku":"BBCG.08.D365.1.PDF","price":34.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_71bcb5f9-9b29-4739-b824-ab972bfd8c65.png?v=1547989906"},{"product_id":"bbcg-09-d365-1-pdf-configuring-procurement-and-sourcing","title":"BBCG.09.D365.1.PDF: Configuring Procurement and Sourcing","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Procurement and Sourcing  area within Dynamics 365 not only allows you to manage and track all of the purchasing activities within your organization.  It is also where you can manage all of your purchasing hierarchies, which allow you to organize all of your purchased products into more manageable groups.  You can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions that can then work through approval workflows before you convert them into live purchase orders.  All of these transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.\u003c\/p\u003e\n\u003cp\u003eSetting up the Procurement and Sourcing details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Purchasing area, and also how some of the basic parts work to get you up and running.  \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\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 Procurement and Sourcing Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Procurement Categories\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eProcessing Purchase Orders\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Price Lists and Discounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eEnabling Change Management on Purchase Orders\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 Procurement and Sourcing 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 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It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. 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As we move through all the different modules within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e, you will notice that the Journal Names are a very important piece of the system. You will be configuring a lot of these to do pretty much everything from Invoicing to Production posts.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will work through creating a new Journal Name within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e and then show you how to start using this to post directly to the ledger.\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 Journal Names\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003ePosting Journals to the Ledger\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating and Using Voucher Templates\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Account Aliases\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring and Using Ledger Reason Codes within Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Excel to create Journal Entries\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing the Voucher Transactions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 2 - Configuring the General Ledger Journals\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e264 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (November 30, 2020)\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":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37644159877298,"sku":"BBCG.03.02.D365.2.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_92ff56b6-fc65-4981-bdd6-9f93aff6a4b1.png?v=1606737221"},{"product_id":"bbcg-03-03-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-3-configuring-the-general-ledger-periodic-journals-digital","title":"BBCG.03.03.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 3: Configuring the General Ledger Periodic Journals (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we know how to create simple Journals within \u003cstrong data-mce-fragment=\"1\"\u003eDynamics 365 Finance\u003c\/strong\u003e, let us look at some of the other journal types that we can create. We will start by checking out the \u003cstrong data-mce-fragment=\"1\"\u003ePeriodic Journals\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePeriodic Journals \u003c\/strong\u003eare designed to take care of all those journals that we need to post regularly, such as expenses, utilities, or recurring transactions.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRather than recreate the Journal Voucher lines each time, you can create these Journals each time. We can create a \u003cstrong data-mce-fragment=\"1\"\u003ePeriodic Journal \u003c\/strong\u003etemplate, specify the journal's frequency, and then automatically have Dynamics 365 Finance do the work.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will see how these are set up and work.\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 Periodic Journal Type\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Periodic Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Periodic Journals\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 3 - Configuring the General Ledger Periodic Journals\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e93 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 8, 2020)\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":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37703809761458,"sku":"BBCG.03.03.D365.2.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_164aeee7-177d-45f0-b7cf-370d57bede24.png?v=1607427356"},{"product_id":"bbcg-03-04-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-4-configuring-the-organizational-structures-digital","title":"BBCG.03.04.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 4: Configuring the Organizational Structures (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eUp until this point, our organizational structure within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e has been simple, and our organization's structure has been easy to manage.  But most organizations have a little bit more complex because they have different business units, departments, cost centers, and other organizational structures that they need to take account of within the \u003cstrong\u003eGeneral Ledger\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eThis module will look at how we can handle all of this within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e through the inbuilt \u003cstrong\u003eOrganizational modeling capabilities\u003c\/strong\u003e.  \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e allows us to configure our \u003cstrong\u003eOrganizational Structures\u003c\/strong\u003e using all the structured mentioned above and then lay them out within business structures that can also be date controlled. When you reorganize your business, you can see the before and after structures at any time.\u003c\/p\u003e\n\u003cp\u003eThese are the foundation for assigning organizational components within our Chart of Accounts as financial dimensions and then extending out the Account Structures to take advantage of them.\u003c\/p\u003e\n\u003cp\u003eIn this module we will see how we can configure our \u003cstrong\u003eOrganizational Structures\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Organizational Numbering Sequence to be Manual\u003c\/li\u003e\n\u003cli\u003eConfiguring Business Units\u003c\/li\u003e\n\u003cli\u003eConfiguring Cost Centers\u003c\/li\u003e\n\u003cli\u003eConfiguring Departments\u003c\/li\u003e\n\u003cli\u003eConfiguring Organizational Hierarchies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e4 - Configuring the Organizational Structures\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e182 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 21, 2020)\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":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37795259154610,"sku":"BBCG.03.04.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_e06d9464-bcd3-4395-b04c-66d144f6005d.png?v=1608564561"},{"product_id":"bbcg-03-05-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-5-configuring-the-financial-dimensions-digital","title":"BBCG.03.05.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 5: Configuring the Financial Dimensions (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eAnother benefit of having the Organizational Units configured is that we can now take advantage of them within the Account Structures and add them as financial dimensions.  This allows us to include them when posting to the ledger to further refine our postings and assignment by department, business unit, and cost center.  We can also have different versions of the Account Structures for the different types of accounts – i.e., the Balance Sheet and Profit \u0026amp; Loss structures do not have to include dimensions that don't apply to them.\u003c\/p\u003e\n\u003cp\u003eThis module will show how we can extend our Chart of Accounts to include Financial Dimensions and how they work when using them within Journals.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDefining Financial Dimensions\u003c\/li\u003e\n\u003cli\u003eConfiguring Account Structures with Dimensions\u003c\/li\u003e\n\u003cli\u003eUsing the Account Dimensions within Journals\u003c\/li\u003e\n\u003cli\u003eConfiguring Account Structure Rules\u003c\/li\u003e\n\u003cli\u003ePosting Journals using the Account Rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e5 - Configuring the Financial Dimensions\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e193 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 24, 2020)\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":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37818941407410,"sku":"BBCG.03.05.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_a5572bda-26fa-431d-b53a-008d07a93971.png?v=1608814970"},{"product_id":"bbcg-03-06-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-6-configuring-allocation-rules-digital","title":"BBCG.03.06.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 6: Configuring Allocation Rules (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eNow that we have configured our organizational units, then it opens up a squirrelly problem within the finances that with some postings, we want to distribute the amounts of the posting over multiple departments, cost centers, and even business units.\u003c\/p\u003e\n\u003cp\u003eFor example, rent might be shared across all the departments residing in that building. But we don't want to have to enter in a rent posting multiple times and manually calculate the breakout of the expense to each of the departments, which may be in proportion to that department's square footage of office space occupied headcount, or some other criteria.\u003c\/p\u003e\n\u003cp\u003eLuckily there is a solution for this within Dynamics 365 for Operations where we can create \u003cstrong\u003eAllocation Rules\u003c\/strong\u003e which wait for specific account combinations to be posted to and then based on an allocation rule, it will break up the posting and then distribute it over a set of pre-defined financial dimensions, and spread the posting amount fairly and automatically.\u003c\/p\u003e\n\u003cp\u003eThis module will show how to configure Allocation rules and then use them within the system.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreating an Allocation Journal Name\u003c\/li\u003e\n\u003cli\u003eConfiguring an Equal Spread Allocation Rule\u003c\/li\u003e\n\u003cli\u003eConfiguring Weighted Allocation Rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e6 - Configuring Allocation Rules\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e156 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 25, 2020)\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":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37825107296434,"sku":"BBCG.03.06.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_119cfc52-1c41-4a2a-a301-1fca148062be.png?v=1608901039"},{"product_id":"bbcg-03-07-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-7-configuring-accrual-schemes-digital","title":"BBCG.03.07.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 7: Configuring Accrual Schemes (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eIf you have any revenue recognition requirements, or if you want to recognize costs at times after the costs have been incurred, then you will probably also be interested in tracking accruals within the ledger. We can set these up with \u003cstrong\u003eAccrual Schemes\u003c\/strong\u003e within Dynamics 365 for Operations.\u003c\/p\u003e\n\u003cp\u003eThese allow us to redistribute posting values within a Journal to different periods to manage accruals, rather than track them by hand.\u003c\/p\u003e\n\u003cp\u003eThis module will show how to configure and use Accrual Schemes and show you how they work within the Journals.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreating an Accrual Scheme\u003c\/li\u003e\n\u003cli\u003eApplying Accrual Schemes to Journal Vouchers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e7 - Configuring Accrual Schemes\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e69 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 25, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default 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automatically.\u003c\/p\u003e\n\u003cp\u003eThis module will show how to configure these features to convert from Dollars to Euros is not a chore.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAdding Additional Currencies\u003c\/li\u003e\n\u003cli\u003eImporting Currency Codes\u003c\/li\u003e\n\u003cli\u003eSetting Currency Exchange Rates\u003c\/li\u003e\n\u003cli\u003eConfiguring the Default Exchange Rate Type\u003c\/li\u003e\n\u003cli\u003ePosting Journals in other Currencies\u003c\/li\u003e\n\u003cli\u003eConfiguring Automatic Currency Exchange Rate Providers\u003c\/li\u003e\n\u003cli\u003eCreating New Exchange Rate Types\u003c\/li\u003e\n\u003cli\u003eImporting Currency Rates from the Exchange Rate Providers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e8 - Configuring Currency Management\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e171 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\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 (December 28, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37839122399410,"sku":"BBCG.03.08.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_bcdc0928-9543-4a8a-851c-7cce2a2dcfed.png?v=1609160303"},{"product_id":"bbcg-04-01-d365-2-pdf-configuring-the-cash-and-bank-management-within-dynamics-365-for-operations-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.04.01.D365.2.PDF: Configuring the Cash and Bank Management 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 can start setting up our Banks Accounts, there is a little bit of setup that we need to do to set up all of the codes and controls.  We need to configure our bank transaction types that we will want to use, create a few reason codes, and check out parameters and posting profiles.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will step you through the Cash and Bank Management's initial configuration so that everything is ready for you.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Bank Transaction Types\u003c\/li\u003e\n\u003cli\u003eConfiguring Bank Transaction Groups\u003c\/li\u003e\n\u003cli\u003eConfiguring Bank Reason Codes\u003c\/li\u003e\n\u003cli\u003eConfiguring Bank Document Posting Profiles\u003c\/li\u003e\n\u003cli\u003eConfiguring Cash \u0026amp; Bank Management Parameters\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 the Cash and Bank Management 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\u003e160 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 (December 29, 2020)\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":37845649031346,"sku":"BBCG.04.01.D365.2.PDF","price":2.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ee3c4ca7-69a7-40c3-b145-e3966c7aab7e.png?v=1609242646"},{"product_id":"bbcg-04-02-d365-2-pdf-configuring-the-cash-and-bank-management-within-dynamics-365-for-operations-second-edition-module-2-configuring-bank-accounts-digital","title":"BBCG.04.02.D365.2.PDF: Configuring the Cash and Bank Management within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Bank Accounts (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe next area that we will look at within the Cash Management module is your Bank Accounts' configuration to start using them within your organization and later link them to your receivables and payables functions.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will step you through the configuration of the Bank 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\"\u003eConfiguring Bank Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Bank Accounts\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Check Printing\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAssigning the Bank to The Organization\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eReconciling Bank Accounts\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\u003cbr\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring the Cash and Bank Management Within Dynamics 365 Finance\u003cbr\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e135 pages\u003cbr\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 31, 2020)\u003cbr\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003cbr\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":37857305591986,"sku":"BBCG.04.02.D365.2.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_136af30a-0ae0-448d-b1f7-c3892a0e0f5a.png?v=1609417274"},{"product_id":"bbcg-04-03-d365-2-pdf-configuring-the-cash-and-bank-management-within-dynamics-365-for-operations-second-edition-module-2-configuring-advanced-bank-reconciliation-digital","title":"BBCG.04.03.D365.2.PDF: Configuring the Cash and Bank Management within Dynamics 365 for Operations (Second Edition) - Module 3: Configuring Advanced Bank Reconciliation (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThe Advanced Bank Reconciliation feature within Dynamics 365 is a great function to enable because it automates so much of the bank statement administration and gives better bank reconciliation matching functions that will save you hours of manual work.  The first feature you will want to look into is importing all of your bank statements directly from the bank file.\u003cbr\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis may seem like a daunting task because it seems as though there is a lot of technical configuration to perform to get the system to read the file, but it's not the case.  This walkthrough will show you how you can easily configure the Advanced Bank Reconciliation statement import feature.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThat will give you more time to spend with your money.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will step through the configuration of the Advanced Bank Reconciliation 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 Reconciliation Approval Workflow\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eEnabling Advanced Bank Reconciliation On The Bank\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eChecking The Bank Reconciliation Number Sequences\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eManually adding a Bank Statements\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Bank Code Transaction Mappings\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing The Advanced Bank Reconciliation Worksheet\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Reconciliation Matching Rules\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 the Cash and Bank Management 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 (January 1, 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":37863646888114,"sku":"BBCG.04.03.D365.2.PDF","price":12.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_3cd4007c-99ef-4bc2-95b4-7b9defb8f93c.png?v=1609525012"},{"product_id":"bbcg-04-04-d365-2-pdf-configuring-the-cash-and-bank-management-within-dynamics-365-for-operations-second-edition-module-4-configuring-bank-statement-importing-digital","title":"BBCG.04.04.D365.2.PDF: Configuring the Cash and Bank Management within Dynamics 365 for Operations (Second Edition) - Module 4: Configuring Bank Statement Importing (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eIf we have more than a handful of transactions on our bank statements, then adding all of the lines by hand can start to become a little bit of a chore. We can speed up this process by using some of the features within the \u003cstrong data-mce-fragment=\"1\"\u003eAdvanced Bank Reconciliation\u003c\/strong\u003e area of the Cash and Bank Management module.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAnother feature that we will look at is the \u003cstrong data-mce-fragment=\"1\"\u003eBank Statement Import \u003c\/strong\u003efeature, which will allow us to take the Bank Statement files that the banks can provide us electronically and use them as the import source for the bank statements. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThere are many different formats that the bank uses, and most of these have the configuration files needed for the setup already stored away within Dynamics 365 Finance.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show us where to find these files and configure the imports to save us a lot of manual entry.\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\"\u003eGetting the Transformation Style Sheet Resources\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring The Bank Statement Data Import Project\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring The Bank Statement Format\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding the Import Format to the Bank\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eImporting In A Bank Statement File\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 the Cash and Bank Management 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\u003e105 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 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":37868121194674,"sku":"BBCG.04.04.D365.2.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_14676672-dc43-4c18-8b82-231f3e28e9b2.png?v=1609604112"},{"product_id":"bbcg-04-05-d365-2-pdf-configuring-the-cash-and-bank-management-within-dynamics-365-for-operations-second-edition-module-5-configuring-positive-pay-digital","title":"BBCG.04.05.D365.2.PDF: Configuring the Cash and Bank Management within Dynamics 365 for Operations (Second Edition) - Module 5: Configuring Positive Pay (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eOne other feature that you might want to configure within the Cash and Bank Management area is the \u003cstrong\u003ePositive Pay\u003c\/strong\u003e feature.  This will create the Positive Pay file for you that you can then send to the bank listing out all of the transactions you have posted within Dynamics 365 Finance approved to be processed by the bank.  The good thing is that this is just a simple configuration step.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show how we can configure the Positive Pay functionality in Dynamics 365 Finance.\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 Positive Pay Formats\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating the Positive Pay File\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 the Cash and Bank Management 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\u003e33 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 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":37870470234290,"sku":"BBCG.04.05.D365.2.PDF","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_c5d316c5-644b-4d4d-93cc-3c34abafb946.png?v=1609619923"},{"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-06-01-d365-2-pdf-configuring-accounts-payable-within-dynamics-365-for-operations-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.06.01.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 for Operations (Second Edition) - Module 1: Configuring the Controls (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eBefore we start adding vendors and creating invoices within the \u003cb data-mce-fragment=\"1\"\u003eAccounts Payable \u003c\/b\u003emodule of \u003cb data-mce-fragment=\"1\"\u003eDynamics 365 Finance\u003c\/b\u003e, there are a couple of codes and controls that need to be configured so that everything else later in the book will run smoothly. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will walk through everything that you need to set up to get the basic \u003cb data-mce-fragment=\"1\"\u003eAccounts Payable \u003c\/b\u003efeatures working.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Default Accounts Payable Journal Names\u003c\/li\u003e\n\u003cli\u003eConfiguring a General Vendor Posting Profile\u003c\/li\u003e\n\u003cli\u003eConfiguring Vendor Payment Methods\u003c\/li\u003e\n\u003cli\u003eConfiguring the Accounts Payable Parameters\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\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 Payable 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\u003e206 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 13, 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\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":39405069533362,"sku":"BBCG.06.01.D365.2.PDF","price":12.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_cdd1a8aa-1dfa-4072-9dfe-d2b4ec5cecc0.png?v=1615646168"},{"product_id":"bbcg-06-02-d365-2-pdf-configuring-accounts-payable-within-dynamics-365-for-operations-second-edition-module-2-configuring-vendor-accounts-digital","title":"BBCG.06.02.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Vendor Accounts (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we have all the codes and controls configured, you can start adding some real data into the Accounts payable, and the best place to start is by setting up your vendors.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will show how we can set up individual vendors and also how we can load in all our vendors in bulk through the Excel integration.\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 Vendor Numbering Sequence\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Vendor Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating A New Vendor Account\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eImporting Vendors Using the Excel Workbook Designer\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUpdating Vendor Information\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 Payable 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\u003e175 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 21, 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\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":39467862720690,"sku":"BBCG.06.02.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_9876eeec-b24a-41ec-acfe-becc22b71dde.png?v=1616339580"},{"product_id":"bbcg-06-03-d365-2-pdf-configuring-accounts-payable-within-dynamics-365-for-operations-second-edition-module-3-configuring-invoicing-digital","title":"BBCG.06.03.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 for Operations (Second Edition) - Module 3: Configuring Invoicing (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we have all our vendors set up, we can start doing some real work by entering invoices and processing payments.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\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 an Invoice Journal\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing All Open Vendor Invoices\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 Payable 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\u003e46 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 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\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":39526173671602,"sku":"","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_48860a47-4d26-45a0-afaf-d1287e69eb3d.png?v=1616931642"},{"product_id":"bbcg-06-04-d365-2-pdf-configuring-accounts-payable-within-dynamics-365-for-operations-second-edition-module-4-configuring-payments-digital","title":"BBCG.06.04.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 Finance (Second Edition) - Module 4: Configuring Payments (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eOnce we have invoices within the system, we can start selecting invoices for payment and print checks.\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 Payment Journal Using Payment Proposals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing Vendor Transaction History\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 Payable 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\u003e63 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 29, 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":39534316060850,"sku":"BBCG.06.04.D365.2.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_632a3dda-dc9b-4e6d-8087-f702515c2956.png?v=1617016530"},{"product_id":"bbcg-06-05-d365-2-pdf-configuring-accounts-payable-within-dynamics-365-finance-second-edition-module-5-configuring-approvals-digital","title":"BBCG.06.05.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 Finance (Second Edition) - Module 5: Configuring Approvals (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003ePayables are one of the most common areas within Finance that people want to add workflows.  A great place to start within this module is to configure workflow approvals around the Payables Invoice Journals to ensure that only the invoices that we want to pay get paid.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\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 An Invoice Journal Workflow\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAssign The Invoice Journal Workflow To The Invoice Journal\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eSubmitting AP Invoice Journals For Workflow Approval\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eWorking with Workflow Tasks and Approvals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eApproving Workflow Tasks Through The Work Item List\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding Status Notifications To Workflows\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing All Workflow Statuses\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 Payable 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\u003e165 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 (April 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":39592037712050,"sku":"BBCG.06.05.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ce5a36a1-8867-45a7-9e59-afeebdfcd60c.png?v=1617363297"},{"product_id":"bbcg-07-01-d365-2-pdf-configuring-product-information-management-within-dynamics-365-scm-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.07.01.D365.2.PDF: Configuring Product Information Management within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Controls (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eBefore we start creating products within the Product Information Management area of \u003cstrong\u003eDynamics 365 Supply Chain Management\u003c\/strong\u003e, there are a couple of codes that need to be configured so that everything will run smoothly. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will walk through everything that you need to set up to get the basic \u003cstrong\u003eProduct Information Management\u003c\/strong\u003e features working.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\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 Storage Dimension Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Product Tracking Dimensions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Units Of Measure\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 Product Information Management within Dynamics 365 Supply Chain Management\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\u003e114 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 (April 4, 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":39620553670834,"sku":"BBCG.07.01.D365.2.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_df8fca53-5fd3-4ad8-930d-18a1d9c59c2d.png?v=1617542174"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-d365-bare-bones-configuration-guide-series-dynamics-365.oembed?page=3","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}