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Dynamics 365 Business Central → Sales/Purchasing

Post sales and purchase invoices in Dynamics 365 Business Central (BC112)


Description
[Estimated Time: 3 Hour and 45 minutes ]Do you need to process and post customer sales invoices? Do you need to enter vendor purchase invoices? This learning path addresses both, and also discusses how to process prepayments to customers and vendors. It also discusses using electronic documents in your business with Business Central.
Content
  • Invoicing customers in Dynamics 365 Business Central
  • Introduction - Invoice from a sales order
  • Invoice multiple shipments
  • Review posted transactions
  • Post and Send using Document Sending Profiles and email
  • Include payment services on posted sales invoices
  • Exercise - Invoice a customer
  • Summary
  • Processing vendor invoices in Dynamics 365 Business Central
  • Introduction - Invoice from a purchase order
  • Invoice multiple receipts
  • Use deferrals in purchase invoices
  • Summary
  • Posting prepayment invoices for sales and purchase orders in Dynamics 365
  • Introduction - Set up prepayments
  • Assign prepayment percentages
  • Process prepayment sales and purchase orders
  • Correct Payments
  • Exercise - Set up prepayments
  • Exercise - Process the prepayment
  • Summary
  • Process incoming documents in Dynamics 365 Business Central
  • Introduction - Set up incoming documents
  • Manually create incoming documents
  • Set up the OCR Service
  • Create invoices by using the OCR service
  • Summary
  • Send and receive electronic documents in Dynamics 365 Business Central
  • Introduction - Send and receive electronic documents
  • Set up a document exchange service
  • Set up electronic documents
  • Summary
  • Test your knowledge
  • Quiz
Completion rules
  • All units must be completed
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