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BBCG.P1.D365.3.PDF: Configuring Financials within Dynamics 365 (Third Edition) (Digital)

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

Recently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not-so-legal) entities.

We have taken all of the step-by-step walkthrough guides that journal how to set up the financial modules within Dynamics 365 Finance and condensed them into one single guide, covering:

Configuring Address Localizations

  • Configuring the Country and Address Controls
  • Configuring the Faerûn Address Localizations

Configuring an Organization and Legal Entity

  • Configuring a new Company
  • Configuring the Organizational Settings
  • Configuring a Legal Entity

Configuring the General Ledger

  • Configuring the General Ledger Controls
  • Configuring the General Ledger Journals
  • Configuring Periodic Journals
  • Configuring Organizational Structures
  • Configuring the Financial Dimensions
  • Configuring Allocation Rules
  • Configuring Accrual Schemes
  • Configuring Currency Management
  • Configuring the Faerûn currencies

Configuring Cash and Bank Management

  • Configuring Cash and Bank Management Controls
  • Configuring Bank Accounts
  • Configuring Advanced Bank Reconciliation
  • Configuring the Bank Statement Import
  • Configuring Positive Pay

Configuring Accounts Receivable

  • Configuring the Accounts Receivable Controls
  • Configuring Customers
  • Configuring Invoicing
  • Configuring Collection Management
  • Configuring Cash Receipts
  • Configuring Deduction Management

Configuring Accounts Payable

  • Configuring the Accounts Payable Controls
  • Configuring Vendors
  • Configuring Vendor Invoicing
  • Configuring Vendor Payments
  • Configuring Vendor Invoice Approval Workflows


Series: Dynamics Companions Bare Bones Configuration Guide
Guide: Configuring a Dynamics 365 Finance
Edition: Third
Digital: 373 pages
Publisher: Blind Squirrel Publishing (August 3, 2022)
Language: English

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