Financial statements are an important part of decision making for any organization. Microsoft Dynamics AX not only has predefined statements available but users can also create their own financial statement columns and rows. In this 1-day training, you will learn how to create customized financial statement formats on Microsoft Dynamics AX as well as how to access those reports.

• Create a Dimension Focus
• Create a Row Definition
• Design the Structure of Row Definitions
• Create a Column Definition
• Print a Financial Statement
• Create and Print a Dimension Statement
• Display Balance by Dimension

Show Events

This 1-day course covers the month-end process and year-end functionality in Microsoft Axapta including the processes of creating and closing fiscal years.? The objectives are to confirm the procedures in Microsoft Dynamics AX and to help users to gain more understandings about the real logic behind some periodic processes.

Course Outline

Month-End process

• Inventory Closing and Adjustments
  • Inventory Adjustment
  • Inventory Recalculation
  • Inventory Closing

• Accounts Reconciliations
  • Inventory accounts
  • Accounts Payables control accounts
  • Accounts Receivables control accounts
  • Sales accounts

Year-End process

• Fiscal Year-End Checklist
  • Complete Month-End process
  • Year-End closing activities

• Creating a New Fiscal Year
• The Closing Sheet

Show Events

The purpose of this training is to discuss the business flow of Accounts Payable. The training will focus on the different ways of entering Accounts Payable invoices. After completion, the student should be able to create accounts payable from purchase order and from invoice journal as well as to create checks and issue payments.

Course Outline

• Relating setup for processing accounts payable
  • Vendor groups
  • Accounts payable posting profiles
  • Accounts payable parameters
  • Vendor setup
  • Payment setup
• Process accounts payable from purchase order
• Miscellaneous cost allocation
• Process accounts payable directly using Invoice journal
• Create payments
• Create checks
• Open Transaction Editing
• Closed Transaction Editing

Show Events

The purpose of this training is to discuss the business flow of Accounts Receivable. The training will focus on the different ways of entering Sales invoices. After completion, the student should be able to enter a Sales order and Free Text (non inventory) invoice as well as to receive payment against an invoice.

Course Outline

• Relating setup for processing accounts payable
  • Customer groups
  • Accounts receivable posting profiles
  • Accounts receivable parameters
  • Customer setup
  • Payment setup
• Process sales invoice from sales order
• Process sales invoice from Free Text Invoice
• Process billing note and receipts
• Create payments
• Open Transaction Editing
• Closed Transaction Editing

Show Events