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Using the Accounts Receivable Module For Microsoft Dynamics SL

April 29, 2015 8:05 am Published by

In our last couple of entries, we’ve looked at the setup options for the Accounts Receivable module for Microsoft Dynamics SL, options that provide so much flexibility for your unique way of doing business. Today we’ll look at what it’s like to actually use the Accounts Receivable tools for Microsoft Dynamics SL.

On the Accounts Receivable screen, under the “Input” heading, click on “Invoice and Memo” to open the Invoice and Memo screen. The “Batch” area is at the top of the screen. A batch number will generally be automatically assigned, but if not, you can easily look up a batch number. Similarly, the period information will be filled in with a default value, but you can change it if needed.

The Document area is below the Batch area on the screen. Here you can select whether you are putting an invoice or memo into the system. Type in or look up the customer ID.

Below that area, you fill in information about the invoice or memo, including a description, company ID, due date, terms, project, salesperson ID, discount, and discount date. Much of this information is defaulted in, and you can change any of those fields. On the Account Override tab, you have some options for overriding.

Below that area are the actual transaction lines. The Company ID and Account information will default into the line. There are project, task, and quantity fields to fill in. When you are ready, just click Save, and the items will be in the system.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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