Set up financial management in Microsoft Dynamics 365 Business Central

Course Overview

Module 1: Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

In this module, you will:

Learn about the purpose of number series.
Set up number series.
Create number series relations.
Set up source codes and reason codes.

Module 2: Do you want to know what posting groups do and how they are used in Business Central? This module will explain what posting groups are and what they are used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

In this module, you will:

Learn about the purpose of posting groups in Business Central.
Set up posting groups to link receivables, payables, bank accounts, and inventory accounts.
Map sales and purchase G/L accounts in the general posting setup.

Module 3: If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

By the end of this module, you will be able to:

Set up dimensions and dimension values.
Enter dimensions manually in sales and purchase documents.
Set up global and shortcut dimensions.
Assign default dimensions to accounts.
Prioritize default dimensions of certain account types.
Block dimension combinations.

Module 4: Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

By the end of this module, you will be able to:

Use the chart of accounts.
Create new G/L accounts.
Assign account categories.
Set up and assign account subcategories.

Course Circullum

Module 1: Set up number series and trail codes in Dynamics 365 Business Central

Introduction to setting up number series
Assign number series and number series relationships
Set up trail codes
Exercise - Create a number series
Check your knowledge
Summary

Module 2: Set up posting groups in Dynamics 365 Business Central

Introduction - Set up and assign specific posting groups
Set up and assign inventory posting groups
General posting groups
Configure the general posting setup
Exercise - Set up and assign a customer posting group
Check your knowledge
Summary

Module 3: Set up dimensions in Dynamics 365 Business Central

Introduction - Set up dimensions and dimension values
Manually enter dimensions in a sales order
Set up global and shortcut dimensions
Set up default dimensions
Set up default dimensions for account types
Set up default dimension priorities
Set up dimension combinations
Exercise - Set up a dimension with dimension values
Check your knowledge
Summary

Module 4: Set up the chart of accounts in Dynamics 365 Business Central

Introduction to setting up G/L accounts
Set up account categories and subcategories
Maintain the chart of accounts
Check your knowledge
Summary

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This Course Include:

Module 1: Set up number series and trail codes in Dynamics 365 Business Central

Introduction to setting up number series
Assign number series and number series relationships
Set up trail codes
Exercise - Create a number series
Check your knowledge
Summary

Module 2: Set up posting groups in Dynamics 365 Business Central

Introduction - Set up and assign specific posting groups
Set up and assign inventory posting groups
General posting groups
Configure the general posting setup
Exercise - Set up and assign a customer posting group
Check your knowledge
Summary

Module 3: Set up dimensions in Dynamics 365 Business Central

Introduction - Set up dimensions and dimension values
Manually enter dimensions in a sales order
Set up global and shortcut dimensions
Set up default dimensions
Set up default dimensions for account types
Set up default dimension priorities
Set up dimension combinations
Exercise - Set up a dimension with dimension values
Check your knowledge
Summary

Module 4: Set up the chart of accounts in Dynamics 365 Business Central

Introduction to setting up G/L accounts
Set up account categories and subcategories
Maintain the chart of accounts
Check your knowledge
Summary

Provider:Microsoft Learn
Certificate:Not Avalible
Language:English
Duration:3-4 hours worth of material
Language CC:

Set up financial management in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn