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Microsoft Dynamics AX 7 Financials

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  • Microsoft Dynamics AX 7 Financials
    5 days  (Instructor Led Online)  |  Microsoft Dynamics AX

    Course Details

    The Microsoft Dynamics AX 7 Financials training and certification in just 5 days and learn more than you could imagine. With this course, you can learn how to set up and configure the Finance modules, process sales tax, budget planning, create budget register entries, manage financial daily procedures, and use Collections management and consolidations.

    Please note: This course has been replaced with the Financial Management in Microsoft Dynamics 365 for Finance and Operations.

     

    See other Microsoft courses available

    Outline

    Set up and configure the Finance modules 

    • Define and format the General Ledger module
    • Format the Cash and Bank Management module
    • Understand the Accounts Receivable module
    • Define the Accounts Payable module
    • Set up and configure the Fixed Assets module

    Set up, configure, and process sales tax 

    • Define sales tax setup procedures
    • Understand sales tax transactions

    Set up basic budgeting and budget planning 

    • Understand budgeting concepts and types
    • Set up and configure the Budgeting module
    • Define and generate budget plans

    Create Budget Register entries 

    • Process Budget Register entries
    • Process Register entries from budget plans

    Manage Financial daily procedures 

    • Review and process General Ledger daily procedures
    • Process and understand Cash and Bank Management daily procedures
    • Create and process Accounts Receivable daily procedures
    • Review and process Accounts Payable daily procedures
    • Review and process Fixed Asset daily procedures

    Set up and use Collections Management and Consolidations 

    • Configure Collections settings
    • Manage Collections information
    • Define Consolidations settings

    Prerequisites

    Students should have a moderate understanding of Finance processes. They need an understanding of which Dynamics AX functionalities apply to the different finance processes.