Course curriculum

  • 1

    Welcome

  • 2

    Foundation

    • Introduction

    • Log in

    • Log out

    • Change Password

    • Change Business Unit

    • Home page and Navigation

    • Learning Check

  • 3

    Adding / Maintaining Customers / Debtors

    • Chapter Introduction

      FREE PREVIEW
    • Debtor Account Codes Introduction

      FREE PREVIEW
    • Create Debtor Account Codes

    • Amend Debtor Account Codes

    • Hands-on: Create, Amend a Debtor Account

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

    • Customer Address Introduction

    • Create Customer Address

    • Amend Customer Address

    • Hands on: Create, Amend a Customer Address Code

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

    • Customers Introduction

    • Create a Customer Record

    • Amend Customer Records

    • Hands on: Create, Amend a Customer Record

    • Hands on: Create, Amend a Customer Record with instructions

    • Learning Check

  • 4

    AR Transactions

    • Chapter Introduction

      FREE PREVIEW
    • Manual Entry Introduction

      FREE PREVIEW
    • Create and post a journal (AR Transaction)

    • Hands-on: AR Transactions (Create and Post a Journal )

    • Hands-on: AR Transactions (Create and Post a 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

    • Import via Transfer Desk Introduction

    • Import revenue from the PMS via Transfer Profiles

    • Hands-on: AR Transactions (Import revenue from the PMS via Transfer Profiles)

    • Hands-on: AR Transactions (Import revenue from the PMS via Transfer Profiles) with instructions

    • Import statistics from the PMS via Transfer Profiles

    • Hands-on: AR Transactions (Import statistics from PMS via Transfer Profiles)

    • Hands-on: AR Transactions (Import statistics from PMS via Transfer Profiles) with instructions

    • Create and post a journal (the Collection Payment transaction)

    • Hands-on: AR Transactions (Collection Payment transaction)

    • Hands-on: AR Transactions (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

      FREE PREVIEW
    • Account Inquiry

      FREE PREVIEW
    • Hands-on: Financial Inquiries (Account Inquiry)

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

    • Account Listing

    • Hands-on: Financial Inquiries (Account Listing)

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

    • Journal Inquiry

    • Hands-on: Financial Inquiries (Journal Inquiry)

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

    • Journal Listing

    • Hands-on: Financial Inquiries (Journal Listing)

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

    • Journal Held Listing

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

    • Hands-on: Financial Inquiries (Journal Held 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

  • 7

    Summary & Next Steps

    • What happens next?

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