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BBCG.06.02.D365.2.PDF: Configuring Accounts Payable within Dynamics 365 for Operations (Second Edition) - Module 2: Configuring Vendor Accounts (Digital)

  • 1995

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 Payable area is one of the three foundation financial modules within Dynamics 365 Finance that you will want to set up.  It allows you to manage all your vendor information, post your invoices, and make in your payments and allows you to manage approval workflows, and much more.

It’s not hard to configure either, and this book is designed to give us step-by-step instructions to show us how to configure the payables area and how some of the basic transactions work to get us up and running and working with our vendors.

Now that we have all the codes and controls configured, you can start adding some real data into the Accounts payable, and the best place to start is by setting up your vendors.

In this module, we will show how we can set up individual vendors and also how we can load in all our vendors in bulk through the Excel integration.

Topics Covered

  • Changing the Vendor Numbering Sequence
  • Configuring Vendor Groups
  • Creating A New Vendor Account
  • Importing Vendors Using the Excel Workbook Designer
  • Updating Vendor Information


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Accounts Payable within Dynamics 365 Finance

Digital: 175 pages

Publisher: Blind Squirrel Publishing (March 21, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches


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