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BBCG.05.02.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Customer Accounts (Digital)

  • 1999

The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is 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 we will want to set up.  It allows us to manage all our customer information, post our invoices, and receive our cash payments and allows us to manage your collections, track deductions, and much more.

It's not hard to configure either. This module is designed to give us step by step instructions to show us how to configure the receivables area and how some of the basic transactions work to get us up and running and working with our customers. Once we have all the controls configuration done within the Accounts Receivable area, we can start getting to the module's meat and potatoes, the Customer Accounts' configuration.  Setting up all our customers may seem like a daunting task if we have a large customer base. Still, if we use the import tools and features like the Excel Add-In to tidying up your data, this isn't very hard, and regardless of if we have 100 or 10,000 customers can be a breeze to load.

This module will set up the customer groups, and then we will start adding and importing in our customer accounts.

Topics Covered

  • Changing the Customer Numbering Sequence
  • Configuring Customer Groups
  • Creating a new Customer Account
  • Creating a Customer Import Template
  • Manually updating Customer details


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Accounts Receivable within Dynamics 365 Finance

Digital: 181 pages

Publisher: Blind Squirrel Publishing (January 14, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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