Financials I in Microsoft Dynamics AX 2012 Training Course
Course 80219
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"Training was very inspiring. She pointed me in the right direction to solving several issues I have been having and now I know where to look to resolve the problem. I feel much better prepared to use the AX system."
-Heather I.
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"Training was very inspiring. She pointed me in the right direction to solving several issues I have been having and now I know where to look to resolve the problem. I feel much better prepared to use the AX system."
-Heather I.
View more testimonials >
Course Overview
This course explores some of the basic financial functionality available in Microsoft Dynamics AX. Students will be introduced to set up processes in General Ledger, Accounts Payable, Accounts Receivable, and the Bank module, as well as how to enter transactions in each.
Learn more about our Dynamics AX Financials Certification Boot Camp
This course explores some of the basic financial functionality available in Microsoft Dynamics AX. Students will be introduced to set up processes in General Ledger, Accounts Payable, Accounts Receivable, and the Bank module, as well as how to enter transactions in each.
Learn more about our Dynamics AX Financials Certification Boot Camp
Audience
Course 80219: Financials I in Microsoft Dynamics AX 2012 is designed for partners, customers and other end users of the financial modules in Microsoft Dynamics AX.
Course 80219: Financials I in Microsoft Dynamics AX 2012 is designed for partners, customers and other end users of the financial modules in Microsoft Dynamics AX.
Course Outline Module 1: General Ledger Setup This module explains how to work with the chart of accounts and it's multiple dimensions. These dimensions may be used to track profits, cost centers, and other financial information. Allocation rules and methods are also discussed in this course. Lessons
Lab : Create Periods in a New Fiscal Year Lab : Assign Ledger Account Dimension Values After completing this module, students will be able to:
Module 2: Chart of Accounts Setup This module discusses the set up of the chart of accounts. Topics include account categories, creating new accounts, defining account information and creating ledgers. Lessons
Lab : Account Allocation Terms After completing this module, students will be able to:
Module 3: Journal Setup This module explains the basic setup procedures for journals, including journal names, controls, and texts. Lessons
Module 4: General Ledger Daily Procedures This module focuses on journal management and journal transactions. Review, change and modification of journals are discussed in this course. Lessons
Module 5: Sales Tax Setup This module introduces the functionality available for handling sales tax in Microsoft Dynamics AX. Information regarding tax calculations options, posting and reporting can be handled is discussed along with how to enter sales tax transactions. Lessons
Lab : Create and Assign a Vendor to the Sales Tax Authority
Lab : EU 115 Sales Tax Directive After completing this module, students will be able to:
Module 6: Financial Features This module focuses on features that are used across the various financial modules of Microsoft Dynamics AX. Topics include financial reason codes and the fill utility. Lessons
Module 7: Cash and Bank Management Setup This module introduces the concepts and methods used to create and maintain bank accounts. Topics include setting up bank accounts, bank transactions types, transaction groups, bank parameters and payment purpose codes. Lessons
After completing this module, students will be able to:
Module 8: Cash and Bank Management Daily Procedures This module focuses on the available processes to manage bank transactions including creating checks, deleting checks, voiding checks, creating a bank deposit entry, reverse a check payment, bank remittances, refund checks and bank statement reconciliation. Lessons
After completing this module, students will be able to:
Module 9: Accounts Payable Setup This module describes the different Accounts Payable setup options. It discusses setup procedures and defaults including topics such as payment options, vendor setup and posting profiles. Lessons
Lab : Method of Payment, Terms of Payment, and Cash Discount
Lab : Vendors
Module 10: Accounts Payable Daily Procedures This module discusses the various invoice journals in the Accounts Payable module. It describes what to use each invoice journal for, and how to enter transactions in each journal. Lessons
Lab : Invoice Journal Lab : Payment Journals
After completing this module, students will be able to:
Module 11: Accounts Receivable Setup This module introduces the setup procedures and defaults used in the Accounts Receivable module. Topics discussed include creating payment schedules, terms of payment, payment days, payment fees, and methods of payment. Setting up customers, customer groups and posting profiles are also discussed. Lessons
Lab : Create a Customer Group
Lab : Create a Customer After completing this module, students will be able to:
Module 12: Accounts Receivable Daily Procedures This module discusses the free text invoice and payment journal and various other Accounts Receivable transactions that you use on a day to day basis in Accounts Receivable. Lessons
Lab : Settlements - Entering an Accounts Receivable Payment Journal (Cash Receipt)Lab : Edit Open Transactions
Lab : Reimburse a Customer
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