Course curriculum

  • 2

    Foundation

  • 3

    Adding / Maintaining Customers / Debtors

    • Chapter Introduction

      FREE PREVIEW
    • Debtor Account Codes Introduction

      FREE PREVIEW
    • Create a Debtor Account Code

    • Amend a Debtor Account Code

    • Hands-on: Create and Amend a Debtor Account

    • Hands-on: Create and Amend a Debtor Account, with instructions

    • Customer Address Introduction

    • Create a Customer Address code

    • Amend a Customer Address code

    • Hands-on: Create and Amend a Customer Address Code

    • Hands-on: Create and Amend a Customer Address Code, with instructions

    • Customers Introduction

    • Create a Customer Record

    • Amend a Customer record

    • Hands-on: Create and Amend a Customer record

    • Hands-on: Create and Amend a Customer record, with instructions

    • Learning Check

  • 4

    AR Transactions

    • Chapter Introduction

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    • Manual Entry Introduction

      FREE PREVIEW
    • Create and Post an AR journal

    • Hands-on: AR Transactions (Create and post an AR journal)

    • Hands-on: AR Transactions (Create and post an AR journal) with instructions

    • Import via Q&A Introduction

    • Infor Q&A Template (The AR Transaction)

    • Hands-on: AR Transactions (Infor Q&A Template)

    • Hands-on: AR Transactions (Infor Q&A Template) with instructions

    • Create and Post a Journal (the Collection Payment Transaction)

    • Hands-on: AR Transactions (Create and Post a Journal (the Collection Payment Transaction))

    • Hands-on: AR Transactions (Create and Post a Journal (the Collection Payment Transaction)) with instructions

    • Infor Q&A Template (the Collection Payment Transaction)

    • Hands-on: AR Transactions (Infor Q&A Template (the Collection Payment Transaction))

    • Hands-on: AR Transactions (Infor Q&A Template (the Collection Payment Transaction)) with instructions

    • Learning check

  • 5

    Account allocations and matching transactions

  • 6

    Financial Inquiries

    • Chapter Introduction

    • Account Inquiry

    • Hands-on: Financial Inquiries (Account Inquiry)

    • Hands-on: Financial Inquiries (Account Inquiry) with instructions

    • Journal Inquiry

    • Hands-on: Financial Inquiries (Journal Inquiry)

    • Hands-on: Financial Inquiries (Journal Inquiry) with instructions

    • Account Listing

    • Journal Listing

    • Journal Held Listing

    • Hands-on: Financial Inquiries (Account Listing, Journal Listing, Held Journal Listing)

    • Hands-on: Financial Inquiries (Account Listing, Journal Listing, Held Journal Listing) with instructions

    • Run Account Listing and Journal Listing using Report Manager

    • Hands-on: Financial Inquiries (Run Account Listing and Journal Listing using Report Manager)

    • Hands-on: Financial Inquiries (Run Account Listing and Journal Listing using Report Manager) with instructions

    • Debtor Ageing Report

    • Hands-on: Financial Inquiries (Debtor Ageing Report)

    • Hands-on: Financial Inquiries (Debtor Ageing Report) with instructions

    • Learning Check

      FREE PREVIEW
  • 7

    Summary & Next Steps

    • What happens next?

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