8508: Receivables Management I in Microsoft Dynamics GP 9.0

8508: Receivables Management I in Microsoft Dynamics GP 9.0 Course Description

Intended Audience for the 8508: Receivables Management I in Microsoft Dynamics GP 9.0 Course

• Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Receivables Management.
• Receivables Management training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Receivables Management and gain foundational knowledge of the application functionality.
• Before attending this course, students should have general knowledge of Microsoft Windows; completed the Microsoft Dynamics GP Tutorial; basic knowledge of accounting principles.

8508: Receivables Management I in Microsoft Dynamics GP 9.0 Course Objectives

• Perform all Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices
• Perform maintenance on Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments
• Apply payments and prepayments to customer balances or against specific invoices
• Print standard reports for audit trail purposes, financial analysis and to verify data entry
• Identify the impact of the Receivables Management module on other modules
• Troubleshoot and correct input errors including incorrect posting date or incorrect document amounts
• Perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.

The 8508: Receivables Management I in Microsoft Dynamics GP 9.0 Course prepare students for the following Exams

• MB3-216 : Great Plains Financials Exam

8508: Receivables Management I in Microsoft Dynamics GP 9.0 Course Outline

1. Chapter 1: Introduction
   1. Receivables Management Features and Benefits
   2. Receivables Management Overview and Roadmap
   3. Integration
2. Chapter 2: Setup Procedures
   1. Receivables Management Setup Checklist
   2. Company and Posting Setup Procedures
   3. Receivables Management Setup and Options
   4. Sales Territory Maintenance
   5. Salesperson Maintenance
   6. Customer Class Setup
   7. Customer Maintenance
   8. Customer Account Maintenance
   9. Customer Maintenance Options
   10. National Accounts Maintenance
   11. Refund Checks Setup
   12. Receivables Management Setup Reports
   13. Beginning Balances
   14. Customer Summary
3. Chapter 3: Daily Procedures
   1. Transaction Entry Overview
   2. Posting Overview
   3. Receivables Batch Entry
   4. Receivables Transaction Entry
   5. Applying Documents
   6. Post Transactions
   7. Scheduled Payments Checklist
   8. Scheduled Payments Entry
   9. Entering Cash Receipts
   10. Apply Posted Transactions
   11. Entering Refund Checks
   12. Batch Recovery
4. Chapter 4: Maintaining Records
   1. Handling NSF checks, Voiding, and Waiving Posted Transactions
   2. Change and Delete Records
   3. Edit posted transactions
   4. Remove History
   5. Reconcile
   6. Retrieve Information
   7. Creating Report Options
   8. Creating and Printing Report Groups
5. Chapter 5: Period-End Procedures
   1. Period-end Checklist
   2. Aging Process
   3. Assess Finance Charges
   4. Print and/or Reprint Customer Statements
   5. Transfer Sales Commission
   6. Write Off Documents
   7. Paid Sales Transaction Removal
   8. Reconcile Receivables Management to General Ledger
   9. Closing the Fiscal Period
   10. Calendar Year-end Closing
   11. Fiscal Year-end Closing
   12. Tax Year-end Close
6. Appendix A: SmartList
   1. Using SmartLists
   2. Creating Objects
   3. Using the Search Button
   4. Saving New Objects as Favorites
7. Appendix B: Case Study
   1. Setup
   2. Daily Procedures
   3. Reports
   4. Period End Procedures
8. Appendix C: Test Your Knowledge
   1. Customer Class Setup
   2. Customer Maintenance
   3. Transaction Entry
   4. Cash Receipt Entry
   5. Posted Transactions
   6. Retrieve Information
   7. Period End Procedures
   8. Year End Procedures
   9. Receivables Management Quiz
9. Appendix D: Answers to Labs and Quizzes
   1. This section includes the answers to all the labs that appear through out the manual as well as the case study. It also includes the answers to all the quiz items from Appendix C.

Benefits of taking the 8508: Receivables Management I in Microsoft Dynamics GP 9.0 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
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• 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

  
  
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