8395: Microsoft Great Plains Receivables Management

8395: Microsoft Great Plains Receivables Management Course Description

Intended Audience for the 8395: Microsoft Great Plains Receivables Management Course

• Before attending this course, students must have Financial Series I course or equivalent working experience with Microsoft Great Plains.

8395: Microsoft Great Plains Receivables Management Course Objectives

• Customize Receivables Management Setup to fit your business needs
• Use advanced functionality, such as Scheduled Payments, Refund Checks, Multidimensional Analysis and National Accounts
• Maintain Receivables data
• Use Inquiries and reports to retrieve financial data
• Complete period and year end closing procedures

8395: Microsoft Great Plains Receivables Management Course Outline

1. Setup Procedures
   1. Receivables Management Setup
   2. Receivables Setup Options
   3. Customer Class Setup
   4. Customer Class Accounts Setup
   5. Posting Setup
   6. Posting Accounts Setup
2. Transaction Flow and Integration
   1. Integration
   2. Receivables Management Document Status
   3. Cash Receipts Transaction Entry Flow
   4. Receivables Management Computer Checks Transaction Flow
   5. Tracing Transactions
3. Advanced Functionality
   1. Scheduled Payments
   2. Multidimensional Analysis
   3. National Accounts Maintenance
   4. Refund Checks
   5. Create Customer/Vendor Relationships
   6. Create Refund Checks
   7. Create Refund Checks for National Accounts
4. Maintaining Records
   1. Handling NSF Checks, Voiding and Waiving Posted Transactions
   2. Voiding Posted Payment Schedules
   3. Writing Off Outstanding Debit and Credit Amounts
   4. Change and Delete Records
   5. Remove History
   6. Reconcile
5. Inquiry and SmartList
   1. Inquiries
   2. SmartList
6. Reports
   1. Creating Report Options
   2. Creating and Printing Report Groups
   3. Analyzing Payables Reports
7. Period-End Procedures
   1. Period-end Closing Checklist
   2. Aging Process
   3. Assess Finance Charges
   4. Print / Reprint Customer Statements
   5. Transfer Sales Commission
   6. Paid Transaction Removal
   7. Reconcile Receivables Management to General Ledger
   8. Period-end Reports
   9. Close Fiscal Period
8. Year-End Procedures
   1. Fiscal Year Close
   2. Calendar Year Close
   3. Close Fiscal Periods
   4. Tax Year End Close
9. Tips and Troubleshooting
   1. Troubleshooting
   2. Understanding Error Messages
   3. Posting Interruptions
   4. Recreating the RM Key Master file
   5. Receivables Management Commonly Asked Questions
10. Conclusion
    1. Customize Receivables Management Setup
    2. Options for posting to General Ledger in detail or in summary
    3. Integration between modules enables data entry to be faster and easier and provides for greater reporting capabilities
    4. Data flow begins in a "Work" status, moves to "Open" and culminates in "History"
    5. Scheduled Payments functionality allows you to perform "what-if" analysis in determining the viability of different interest rates, payment amounts payment frequencies and number of payments
    6. Multidimensional Analysis can be used with transactions in Receivables Management
    7. National Accounts can be used to group related customers that make up a single organization. Customer payments may be distributed on behalf of the child accounts
    8. Refund Checks enable you to refund customer credit balances with ease
    9. Inquiry windows and SmartList provide ways to view and export Receivables data
    10. Use the Receivables Summary Inquiry window to obtain a summary of all transactions currently affecting customer accounts
    11. Reports are available to determine discrepancies when the subledger does not balance with your general ledger account

Benefits of taking the 8395: Microsoft Great Plains Receivables Management course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
  NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

  See our comprehensive list of partner authorizations.

• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
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  See our list of awards.

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  This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8395: Microsoft Great Plains Receivables Management course

• Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with an Educational Consultant.

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