80651​ - Financials 1 in Microsoft Dynamics AX 2012 R3 MB6-702

Code: 80651
Course duration: 2 days
Location Period
Mid-Town New York City (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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10-19 09:00AM to 10-20 05:00PM
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Attend Online
10-19 09:00AM to 10-20 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Attend Online
12-19 09:00AM to 12-22 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Greenwich, Connecticut (Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-19 09:00AM to 12-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Attend Online
01-16 09:00AM to 01-19 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-16 09:00AM to 01-19 05:00PM
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Attend Online
02-20 09:00AM to 02-23 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Mid-Town New York City (Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-20 09:00AM to 02-23 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Attend Online
03-20 09:00AM to 03-23 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
03-20 09:00AM to 03-23 05:00PM
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80651​ - Financials I in Microsoft Dynamics AX 2012 R3 MB6-702 (2 Days)

Description

This learning course explores some of the basic financial functionality available in Microsoft Dynamics AX. Individuals 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.

This course helps prepare you for exam MB6-702. 

Course Content

Module 01: General Ledger Setup

Lesson 01: Currency and Exchange Rate Setup

Lesson 02:  Periods and Fiscal Year Setup

Lesson 03: Date Intervals

Lesson 04: Period Allocations

Module 01 Key Take Away

Module 01: Labs and Exercises

Module 01: Things to think about

Module 02: Chart of Accounts Setup

Lesson 01: Chart of Accounts

Lesson 02:  Financial Dimensions

Lesson 03:  Main Account Categories

Lesson 04:  Create Main Accounts

Lesson 05:  Main Account Allocations

Lesson 06:  Configure Account Structures

Lesson 07:  Advanced Rules

Lesson 08:  Ledger Setup

Lesson 09:  Accounts for Automatic Transactions

Lesson 10: Inquiries and Reports for Chart of Accounts Information

Module 02 Key Take Away

Module 02: Labs and Exercises

Module 02: Things to think about

Module 03: Journals Setup

Lesson 01:  Journal Setup Overview

Lesson 02:  Journal Names Demonstration

Lesson 03:  Journal Controls

Lesson 04:  Journal Descriptions

Lesson 05:  Balance Control Accounts

Lesson 06:  General Ledger Parameters

Module 03 Key Take Away

Module 03: Labs and Exercises

Things to think about

Module 04: General Ledger Daily Procedures

Lesson 01:  General Ledger Journals

Lesson 02:  Posting Multiple Journals

Lesson 03:  Approval Journals

Lesson 04:  Voucher Templates

Lesson 05:  Periodic Journals

Lesson 06:  General Ledger Transaction Reversal

Lesson 07:  Reversing Entries

Lesson 08: Inquiries and Reports

Module 04 Key Take Away

Module 04: Labs and Exercises

Things to think about

Module 05: Sales Tax

Lesson 01: Sales Tax Overview

Lesson 02:  Ledger Posting Groups

Lesson 03:  Sales Tax Authorities

Lesson 04:  Sales Tax Settlement Period

Lesson 05: Sales Tax Codes

Lesson 06: Sales Tax Groups

Lesson07: Item Sales Tax Groups

Lesson08:  Amount Includes Sales Tax

Lesson 09:  Sales Tax Transactions

Lesson 10: Sales Tax Exemption

Module 05 Key Take Away.

Module 05: Labs and Exercises

Module 1: Things to think about

Module 06: Cash and Bank Management Setup

Lesson 01: Bank Transaction Types and Groups

Lesson 02:  Cash and Bank Management Parameters

Lesson 03:  Payment Purpose Codes

Lesson 04:  Bank Groups

Lesson 05:  Bank Accounts

Lesson 06:  Check Layout

Module 06 Key Take Away

Module 06: Labs and Exercises

Module 06: Things to think about

Module 07: Cash and Bank Management Daily Transactions

Lesson 01:  Work with Checks

Lesson 02:  Deposit Slips.

Lesson 03:  Void Unposted Checks

Lesson 04:  Refund Checks

Lesson 05:  Bank Remittance

Lesson 06:  Payment Reversal

Lesson 07:  Reconcile a Bank Account

Module 07 Key Take Away

Module 07: Labs and Exercises

Things to think about

Module 08: Accounts Payable Setup

Lesson 01:  Payment Schedules

Lesson 02:  Terms of Payment

Lesson 03:  Payment Days

Lesson 04:  Cash Discounts

Lesson 05:  Payment Fees

Lesson 06:  Methods of Payments

Lesson 07:  Vendor Groups

Lesson 08:  Vendor Posting Profile

Lesson 09:  Accounts Payable Vendors

Module 08 Key Take Away

Module 08: Labs and Exercises

Things to think about

Module 09: Accounts Payable Daily Procedures

Lesson 01: Invoice Journals in Accounts Payable

Lesson 02: Invoice Register and Approval Journals

Lesson 03: Vendor Invoice Pool Excluding Posting

Lesson 04: Invoice Journal

Lesson 05: Voucher Template

Lesson 06: Payment Journals Overview

Lesson 07: Payment Journals Demonstration

Lesson 09: Invoice Matching Overview

Lesson 10: Invoice Matching Setup

Lesson 11: Use Invoice Matching

Lesson 12: Charges to Purchase Order Invoices

Lesson 13: Manage Vendor Transactions

Lesson 14: Print Management

Module 09 Key Take Away

Module 09: Labs and Exercises

Module 09: Things to think about

Module 10: Accounts Receivable Setup

Lesson 01: Payment Schedules

Lesson 02: Terms of Payment.

Lesson 03: Payment Days

Lesson 04: Cash Discounts

Lesson 05: Payment Fees

Lesson 06:  Methods of Payments

Lesson 07:  Customer Groups

Lesson 08:  Customer Posting Profiles

Lesson 09: Accounts Receivable Customers.

Module 10 Key Take Away

Module 10: Labs and Exercises.

Module 10: Things to think about

Module 11: Accounts Receivable Setup

Lesson 01: Free Text Invoices

Lesson 02: Recurring Free Text Invoices

Lesson 03: Free Text Invoice Corrections

Lesson 04: Payment Journals (Cash Receipts)

Lesson 05: Manage Customer Transactions

Lesson 06: Print Management

Module Review:

Module 11 Key Take Away

Module 11: Labs and Exercises

Module 11: Things to think about

Additional Exercises

Module 1: General Ledger Setup

Practice 1.1: Set up a New Currency

Practice 1.2: Create Periods in a New Fiscal Year

Module 2: Chart of Accounts Setup

Practice 2.1: Enter a Main Account

Practice 2.2: Assign Ledger Account Dimension Values

Practice 2.3: Account Allocation Terms

Module 3: Journal Setup

Practice 3.1: Setup Journals

Module 4: General Ledger Daily Procedures

Practice 4.1: Daily Transactions

Practice 4.2: Daily Transactions with Balance Control

Practice 4.3: Entering Periodic Transactions

Module 5: Sales Tax Setup

Practice 5.1: Create Ledger Posting Group

Practice 5.2: Create a Sales Tax Authority

Practice 5.3: Create and Assign a Vendor to Sales Tax Authority

Practice 5.4: Setup of Sales Tax Settlement Periods

Practice 5.5: Setup Sales Tax Code Intervals

Practice 5.6: Comprehensive Setup of Sales Tax

Practice 5.7: Including Sales Tax in Journal Amounts

Practice 5.8: EU 115 Sales Tax Directive

Module 6: Cash and Bank Management Setup

Practice 6.1: Create Bank Transaction Types and Bank Transaction Groups

Practice 6.2: Create a Bank Group and Bank Account

Practice 6.3: Define a Check Layout

Module 7: Cash and Bank Management Daily Procedures

Practice 7.1: Create and Delete a Check

Practice 7.2: Create a Deposit Slip

Module 8: Accounts Payable Setup

Practice 8.1: Terms of Payment

Practice 8.2: Method of Payment, Terms of Payment, and Cash Discount

Practice 8.3: Create a Vendor Group

Practice 8.4: Vendor Posting Profile

Practice 8.5: Vendors

Module 9: Accounts Payable Daily Procedures

Practice 9.1: Register an Invoice

Practice 9.2: Invoice Pool Excluding Posting

Practice 9.3: Invoice Journal

Practice 9.4: Payment Journals

Practice 9.5: Setup and Track a Prepayment

Practice 9.6: Reverse a Closed Transaction

Module 10: Accounts Receivable Setup

Practice 10.1: Terms of Payment

Practice 10.2: Set up a Method of Payment

Practice 10.3: Create a Customer Group

Practice 10.4: Set Up a Customer Posting Profile

Practice 10.5: Create a Customer

Module 11: Accounts Receivable Daily Procedures

Practice 11.1: Create Free Text Invoices

Practice 11.2: Settlements - Entering an Accounts Receivable Payment Journal (Cash Receipt)

Practice 11.3: Edit Open Transactions

Practice 11.4: Reverse a Settlement

80651 Financials I in Microsoft Dynamics® AX 2012 R3

Module 1: General Ledger Setup

Practice 1.1: Creating and Releasing Product Masters

Practice 1.2: Create Periods in a New Fiscal Year

Module 2: Chart of Accounts Setup

Practice 2.1: Enter a Main Account

Practice 2.2: Assign Ledger Account Dimension Values

Practice 2.3: Account Allocation Terms

Module 3: Journal Setup

Practice 3.1: Setup Journals

Module 4: General Ledger Daily Procedures

Practice 4.1: Daily Transactions

Practice 4.2: Daily Transactions with Balance Control

Practice 4.3: Entering Periodic Transactions

Module 5: Sales Tax Setup

Practice 5.1: Create Ledger Posting Group

Practice 5.2: Create a Sales Tax Authority

Practice 5.3: Create and Assign a Vendor to Sales Tax Authority

Practice 5.4: Setup of Sales Tax Settlement Periods

Practice 5.5: Setup Sales Tax Code Intervals

Practice 5.6: Comprehensive Setup of Sales Tax

Practice 5.7: Including Sales Tax in Journal Amounts

Practice 5.8: EU 115 Sales Tax Directive

Module 6: Cash and Bank Management Setup

Practice 6.1: Create Bank Transaction Types and Bank Transaction Groups

Practice 6.2: Create a Bank Group and Bank Account

Practice 6.3: Define a Check Layout

Module 7: Cash and Bank Management Daily Procedures

Practice 7.1: Create and Delete a Check

Practice 7.2: Create a Deposit Slip

Practice 7.3: Check Refund

Module 8: Accounts Payable Setup

Practice 8.1: Terms of Payment

Practice 8.2: Method of Payment, Terms of Payment, and Cash Discount

Practice 8.3: Create a Vendor Group

Practice 8.4: Vendor Posting Profile

Practice 8.5: Vendors

Module 9: Accounts Payable Daily Procedures

Practice 9.1: Register an Invoice

Practice 9.2: Invoice Pool Excluding Posting

Practice 9.3: Invoice Journal

Practice 9.4: Payment Journals

Practice 9.5: Setup and Track a Prepayment

Practice 9.6: Reverse a Closed Transaction

Module 10: Accounts Receivable Setup

Practice 10.1: Terms of Payment

Practice 10.2: Set up a Method of Payment

Practice 10.3: Create a Customer Group

Practice 10.4: Set Up a Customer Posting Profile

Practice 10.5: Create a Customer

Module 11: Accounts Receivable Daily Procedures

Practice 11.1: Create Free Text Invoices

Practice 11.2: Settlements - Entering an Accounts Receivable Payment Journal (Cash Receipt)

Practice 11.3: Edit Open Transactions

Practice 11.4: Reverse a Settlement

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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