Book Image

Microsoft Dynamics GP 2013 Implementation

By : Victoria Yudin
Book Image

Microsoft Dynamics GP 2013 Implementation

By: Victoria Yudin

Overview of this book

Microsoft Dynamics GP 2013 is a sophisticated Enterprise Resource Planning system with a multitude of features and options. The implementation of Dynamics GP is usually considered to be complex, and can be very confusing for both end users and consultants. Microsoft Dynamics GP 2013 Implementation will show you how to effectively implement Dynamics GP 2013 with ease. "Microsoft Dynamics GP 2013 Implementation" is a focused, step-by-step tutorial covering the basics of Microsoft Dynamics GP, from licensing to design, before moving on to more complex topics such as implementation planning, installation, setup, and training. Learn how to plan and execute your Dynamics GP implementation from start to finish. You will start off by learning how to plan a successful Dynamics GP 2013 implementation. You will then move on to learn the important questions to ask, the key setup details that should be decided upfront, and how to plan the infrastructure. Detailed descriptions of all the setup options for the core Dynamics GP modules as well as practical advice on setup will guide you through the myriad of options available in this powerful application. This book will also cover how to import initial data and how to find out what additional resources and tools are available for Microsoft Dynamics GP. With many detailed and practical examples, "Microsoft Dynamics GP 2013" Implementation will help you plan and complete a successful Microsoft Dynamics GP 2013 implementation.
Table of Contents (18 chapters)
Microsoft Dynamics GP 2013 Implementation
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
General Ledger Account Categories
Index

Receivables Management


The Dynamics GP Receivables Management module is also commonly referred to as Accounts Receivable, AR, or just Receivables. It is part of the Sales series, so menu options and navigation for the Receivables module will start with Sales. All the SQL server tables for the Receivables Management module begin with RM, so you may also see this module referred to as RM.

Setup for the Receivables module includes the following:

  • Receivables Management Setup

  • Receivables Setup Options

  • Sales Territories

  • Salespeople

  • Price levels

  • Customer classes

  • Sales e-mail settings

  • Customers

Receivables Management Setup

To open the Receivables Management Setup window, navigate to Microsoft Dynamics GP | Tools | Setup | Sales | Receivables. The following are explanations of the settings on this window:

  • Aging Periods: Aging for receivables transactions can be done by Due Date or by Document Date (Transaction Date). All inquiry windows and reports will use this setting when showing aging information for receivables...