Microsoft Dynamics 365 Business Central: Order-to-Cash

This course will teach you advanced sales, order fulfilment, invoicing and AR features in Microsoft Dynamics 365 Business Central.

What you'll learn

Create and manage customers
Setting up posting groups for receivables and revenue accounts
Work with sales quotes, orders and draft invoices
Sell goods or services using blanket orders
Create and manage sales price lists
Understanding order promising and availability planning
Use sales prepayments

Work with delivery dates, shipments and lead times
Use export documents for
Manage back orders
Manage customers' credit limits
Consolidate shipments into sales invoices
Calculate and apply invoice discounts
Registering customer payments
Manage payment allocation and tolerance
Process sales returns and credit application
Process refunds and credit memos

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£177.00 + VAT

Duration: 5 Hours

Lessons: 40+ Video Lessons

Always updated to the latest BC version

Live Chat with your Instructor

Alfredo Iorio - Microsoft Certified Trainer

My name is Alfredo Iorio

Meet Your Instructor

Senior Consultants for Microsoft Gold Partners with more than 10 years for experience as a Microsoft Dynamics 365 Business Central Functional Consultant. I am also a Microsoft Certified Trainer, blogger and author.

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Customer Onboarding

Create new customers, Use Customer Templates Request approval for new customers Difference between Bill-to, Sell-to and Ship-to codes
Order Entry: Capture customer orders and enter them into the system

Create sales orders Sales Pricing and Discounts Send Order confirmations Understand order dates Plan sales delivery dates Manage Sales Prepayments Sales Quotes Blanket Sales Orders
Credit Control: Assess the creditworthiness of customers and set credit limits.

Set and monitor Customer Credit Limit Block a customer Enable sales order approvals.
Order Fulfilment: Prepare goods for shipment and schedule delivery.

Work with shipment and delivery dates Couriers and shipping services Check stock availability on sales orders Print or send export documents Manage Backorders How to ship goods
Invoicing: Generate and send invoices to customers

Invoice per order Consolidated invoices Calculate invoice discounts
Payment Collection

Register customer Payments Receive and Apply Payments to Invoices Setup and manage payment tolerance
Sales Returns

Product Return: Sales Returns and Credit Memos. Cost reversing and credit application. Refund or Credit Memo: Process a refund or issue a credit memo. Apply credit memos to invoices and payments.

Why This Course

ALWAYS UPDATED

Get the latest updates with every new Microsoft release at no extra cost.

COMPREHENSIVE

40+ Videos for more than 5 hours of in-depth learning

FOR ALL

Go From Zero to Expert. This course starts with the basics and takes you to advanced features.

ASK QUESTIONS

Use the course chat to contact me, your instructor.

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Microsoft Dynamics 365 Business Central: Order-to-Cash

This course will teach you advanced sales, order fulfilment, invoicing and AR features in Microsoft Dynamics 365 Business Central.

Create and manage customers

Setting up posting groups for receivables and revenue accounts

Work with sales quotes, orders and draft invoices

Sell goods or services using blanket orders

Create and manage sales price lists

Understanding order promising and availability planning

Use sales prepayments

Work with delivery dates, shipments and lead times

Use export documents for

Manage back orders

Manage customers' credit limits

Consolidate shipments into sales invoices

Calculate and apply invoice discounts

Registering customer payments

Manage payment allocation and tolerance