About this course

Infor SunSystems Cloud Financials Accounts Receivable

Managing customer accounts receivable is just as important as managing suppliers and accounts payable. Infor SunSystems Cloud offers a seamless solution to streamline the tracking and reporting process, making accounting more efficient.

If you want to enhance your AR skills with an on-demand SunSystems training course, GEN-25 is the perfect fit. This course will take you through the Financial Accounts Receivables features, including customer maintenance, AR transaction entry and allocation, report generation, and much more, in detail.

You must complete GEN-22 Infor SunSystems Cloud Foundation first before taking this course, as it provides essential and foundational knowledge to work on SunSystems Cloud.

Why take this course?

  • This GEN-25 course and its hands-on, interactive, and practical exercises can help you unlock the full potential of SunSystems Cloud's Accounts Receivable function.

  • Gain insights into the unique concepts of SunSystems Cloud Financials and confidently create and maintain customer records, manage debtors, and process payments with ease.

Who should take this course?

  • Beginner

    If you're a beginner in SunSystems and working as an Accounts Receivable Accountant, the GEN-25 course is your perfect match.

  • Equip Yourself

    This course will not only teach you how to navigate SunSystems but also equip you with the essential skills needed to carry out tasks related to Accounts Receivable.

This course is designed for:

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Debtor Account Codes

    3. Create a new Debtor Account Code

    4. Amend a Debtor Account Code

    5. Hands-on: Create and Amend a Debtor Account Code

    6. Customer Address

    7. Create a new Customer Address

    8. Amend a Customer Address

    9. Hands-on: Create and Amend an Address Code

    10. Customers

    11. Create a Customer record

    12. Amend a Customer record

    13. Hands-on: Create and Amend a Customer record

    14. Learning Check

    1. Introduction

    2. Manual entry

    3. Create and Post an AR Journal

    4. Hands-on: Create and Post an AR Journal

    5. Create and Post a Collection of Customer Payment Journal

    6. Hands-on: Create and Post a Collection of Customer Payment Journal

    7. Import via Q&A Introduction

    8. Import an AR journal via Infor Q&A

    9. Hands-on: Import an AR journal via Infor Q&A

    10. Import the Collection Payment transaction using Infor Q&A

    11. Hands-on: Import the Collection Payment transaction using Infor Q&A

    12. Learning check

    1. Introduction

    2. Account Allocation Overview

    3. Split an AR invoice for matching with the payment collection transaction

    4. Hands-on: Split an AR invoice for matching with the payment collection transaction

    5. Learning Check

    1. Introduction

    2. Account Inquiry

    3. Hands-on: Account Inquiry

    4. Journal Inquiry

    5. Hands-on: Journal Inquiry

    6. Run Account Listing, Journal Listing and Held Journal Listing using Report Manager

    7. Hands-on: Run Account Listing, Journal Listing and Held Journal Listing using Report Manager

    8. Debtor Ageing Report

    9. Hands-on: Debtor Ageing Report

    10. Learning Check

      FREE PREVIEW
    1. Summary & What's next?

    2. Help Us Improve Your Learning Experience

About this course

  • 45 lessons
  • 1.5 hours of video content
  • 5 hours to complete

Available languages

English

Maximising the efficiency of managing customer accounts receivable is essential for effective accounting. Infor SunSystems Cloud provides a seamless solution to streamline the tracking and reporting process. Enrol in the GEN-35 course to enhance your AR skills and dive deep into Financial Accounts Receivables features, such as customer maintenance, AR transaction entry and allocation, report generation, and much more.

Courses to take after completing GEN-25

  • Courses about Financial Management:

    • [GEN-23] Infor SunSystems Cloud Financials GL

  • Learn more about Infor Q&A:

    To explore more about this powerful query and analysis tool that helps you pull data out of SunSystems and import data into SunSystems:

    • [IQA-1] Infor Q&A 11 Basic

  • Courses about Sales Management:

    • GEN-12 Infor SunSystems V6.4 Order Fulfillment - Sales

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