• Overview
• Outline
• Schedule

About This Course

This two day course explores the basic financial functionality available in Microsoft Dynamics AX. Students learn how to set up the General Ledger, Accounts Payable, Accounts Receivable, and Bank Modules of Microsoft Dynamics AX, as well as how to create transactions. Labs encompassing the topics covered allow the students hands on practice in setting up financials in Microsoft Dynamics AX. Students completing this course should acquire a basic understanding of the General Ledger, Accounts Payable, Accounts Receivable, and Bank Modules.

Audience Profile

This course is intended for individuals who are on the implementation team, administering or using the financial management modules in Microsoft Dynamics AX. This audience typically includes individuals who are tasked with assessing a customers business needs and advising them on the use, configuration and customization of the application. Additionally, individuals responsible for training or supporting Microsoft Dynamics AX benefit from this course.

Prerequites

Before attending this course, students must have:

• Basic knowledge of accounting principles.
• An understanding on how to navigate within Microsoft Dynamics AX.

In addition, it is recommended, but not required, that students have completed:

• The Microsoft Dynamics AX Introduction course

At Course Completion

After completing this course, students will be able to:

• Create and set up the Chart of Accounts, General Ledger, Accounts Payable, Accounts Receivable and Bank modules, and Financial Statements in Microsoft Dynamics AX.
• Set up Sales Tax.
• Understand the General Ledger, Accounts Payable, Accounts Receivable, and Bank Management daily procedures.
• Enter transactions in journals including invoices and payments.