Microsoft Dynamics GP

Microsoft Dynamics GP Receivables Management (GP103)

[Estimated Time: 4 Hours] This Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course shows you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments, and month-end closing procedures. You will also learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available.

After completing this module, students will be able to:
•Use the Setup windows to personalize Receivables Management for your business.
•Set up Receivables classes to group customers and set up default information.
•Configure the additional options available in Receivables Management.
•Set up and maintain salesperson records, sales territories, and customers.
•Create National Account relationships between parent and child customer IDs.
•Set up refund checks to be used in Microsoft Dynamics GP.
•Set up Receivables Management to e-mail documents.
•Enter a customer's beginning balances.

Estimated completion time: 4 hours
  • Introduction
  • Welcome
  • Course Prerequisites
  • Course Outline
  • Introduction to Dynamics GP Receivables Management
  • MODULE 1
  • Setup Procedures
  • Overview and Setup Procedures (Text)
  • MODULE 2
  • Sales Territory and Salesperson Maintenance
  • Customer Class Maintenance
  • Customer Maintenance
  • National Accounts Maintenance, Beginning Balances and Refund Checks Setup
  • Receivables Batch Entry
  • Receivables Transaction Entry
  • Scheduled Payments
  • Batch Recovery
  • MODULE 3
  • Maintaining Records
  • Maintaining Records (Text)
  • MODULE 4
  • Period End Procedures
  • Period - End Procedurs (Text)
  • TEST
  • Receivables Management Test
  • Receivables Management User Guide
  • Give us your Feedback
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever