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BBCG.05.01.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 1: Configuring the Controls (Digital)

  • 1999


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

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their 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. And the following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.

The Accounts Receivable area is one of the three foundation financial modules within Dynamics 365 that you will want to set up.  It allows you to manage all your customer information, post your invoices, and receive your cash payments and allow you to manage your collections, track deductions, and much more.

It’s not hard to configure either, and this book is designed to give you step by step instructions to show you how to configure the receivables area and how some of the basic transactions work to get you up and running and working with your customers.

Before we start adding customers and creating invoices within the Accounts Receivable module of Dynamics 365, a couple of codes and controls need to be configured so that everything else later in the book will run smoothly. 

This module will walk us through everything that we need to set up to get the basic Accounts Receivable features working.

Topics Covered

  • Configuring the Account Receivable Journals
  • Configuring a General Customer Posting Profile
  • Configuring Terms of Payment
  • Configuring Net Day of Month Term of Payment
  • Configuring Scheduled Payment Terms
  • Configuring Discount Codes
  • Configuring Payment Methods
  • Configuring the Accounts Receivable Parameters


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Accounts Receivable within Dynamics 365 Finance

Digital: 325 pages

Publisher: Blind Squirrel Publishing (January 8, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches


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