Understanding General Ledger Modules in Dynamics 365 Finance and Supply Chain
Our course, Understanding General Ledger Modules in Dynamics 365 for Finance & Supply Chain focuses on the learning of functions and features [...]
What you will learn
Requirements
- Familiarity with Windows 10
- Knowing how to install programs and navigate files
- Videos are best viewed with 1920 x 1080 resolution
- A stable internet connection (10 Mbps recommended)
Description
Our course, Understanding General Ledger Modules in Dynamics 365 for Finance & Supply Chain focuses on the learning of functions and features that enables the student to acquire the basic or intermediate level skill set. It also provides understanding of the management of General Ledger and the required documentation to implement this system. You also learn about different types of Journals and configurations on how to manage legal entities, sales tax and fiscal year calculations. Creation of the complete general ledger setup as well as all related financial operations are also discussed and demonstrated to help you to manage your financial calculations with ease. After completing this course you will be able to pursue a career in Business Analyst, Financial Management, Accounting and Audit etc.
Course Content
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Module 1: Configuring Accounts in the General LedgerYou will learn how to setup an Account in General Ledger and define new legal entity, charts of accounts and fiscal calendar intricately.
Lessons Duration 
Lesson 1: Understand the workings of Ledger accrual with segmented entry control Lesson 2: Learn about Posting Definitions and its implementation Lesson 3: Learn to setup and apply Financial dimensions Lesson 4: Learn how to create Account Structures 
Quiz 1 Labs Duration 
Lab 1: Create a new Legal Entity
Lab 2: Create a Chart of Accounts
Lab 3: Setup Financial Dimensions
Lab 4: Create new Financial Calendars
Lab 5: Configure Chart of Accounts -
Module 2: Configuring JournalsYou will gain deep knowledge on how to configure Journals and make Journal processing easier. Also, you will get insight on how to perform postings using Journals
Lessons Duration Lesson 1: General Journal processing Lesson 2: Define Rules for Intercompany setup Lesson 3: Understand different Ledger types Lesson 4: Learn to create journal and view transactions Lesson 5: Learn to create Journal entry ledger accrual transactions Lesson 6: Publish journal lines Lesson 7: Understand Currency revaluation in Ledger Lesson 8: What is One Voucher Quiz 1 Labs Duration
Lab 1: Post a General Journal
Lab 2: Post a Journal and Perform a Settlement
Lab 3: Perform a Foreign Currency Revaluation
Lab 4: Setup Intercompany Messages
Lab 5: Trace the Audit Trail of a Journal -
Module 3: Closing your TransactionsYou will learn about the necessary operations to be performed when Closing your Transactions.
Lessons Duration Lesson 1: Understand the process of Closing the general ledger at period end Lesson 2: Learn to setup year end closure Lesson 3: Close mass fiscal years Quiz 1 Labs Duration
Lab 1: Set closing Period -
Module 4: Configuring Sales TaxYou will learn about intricate details the of the sales tax system. Moreover, the elements of the sales tax setup and how they work together.
Lessons Duration Lesson 1: Understand the concept of Sales Tax Lesson 2: Learn about Sales tax calculation methods and Rounding rules Lesson 3: Sales tax calculation in journal lines using sales tax code Lesson 4: Learn about adjusting sales tax and delayed tax calculation Lesson 5: Learn to create sales tax payment and transactions Lesson 6: Setup multiple Sales tax parameters Lesson 7: Concepts of Dual currency support and specific ledger transaction report Lesson 8: Learn to Setup settlement period and print sales tax payment report using code Quiz 1 Labs Duration
Lab 1: Setup Sales Tax for the GL
Lab 2: Configure Sales Tax Authorities
Lab 3: Override Sales Tax in a journal
Lab 4: View Reports with Sales Tax
Lab 5: Determine how Sales Tax was calculated
About the Instructor
Brandon Ahmad, MCSE
Brandon Teaches D365 for Finance and Operations Programming
Microsoft Certified Trainer Regional Lead - USA
8.8 out of 9.0 Average Instructor Rating
Top Instructor Award Twice
MCSE Certification in Dynamics 365
Freelances as hands-on Technical Lead with very advanced development scenarios for Day Job
Brandon Ahmad is a Dynamics 365 Technical Solutions Architect and CEO of Instructor Brandon. In his years of experience working with different Microsoft Technologies such as Dynamics 365, Power BI and Power Apps, he has consulted over 60 implementations across the globe. Being solution-oriented and implementing advanced scenarios, he has dedicated his time to create training courses for programmers and developers, mainly interested in learning Microsoft Technologies.
As an instructor, he firmly believes in being able to master developmental skills; as long as one achieves the proper training and guidance. Providing students with several enhanced Microsoft training courses focused on providing a hands-on learning experience, Ahmad’s biggest secret to teaching lies in his ability to nurture those who take his classes.
His best reward (in his own words) is “hearing that my students saved time and mastered Microsoft Technology skills, knowing that my courses played a vital part in that success.”
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