Join Gini von Courter for an in-depth discussion in this video View posted documents, part of Learning Dynamics 365 (2017).
- [Narrator] When we look at Purchase Invoices,…for example, we're looking at current purchase invoices…that have not yet been posted,…perhaps we're still waiting on an invoice…from the vendor,…perhaps we're waiting on some of the items…that were in the actual purchase invoice.…But once we have posted a purchase invoice,…then it appears here in our list of Posted Purchase Invoices…so we can then we return to an invoice…that we have posted,…whether it was recently or a while ago,…and if we made a mistake we have the ability…to go back and correct an invoice.…
And the way this works is it actually creates a copy…of the invoice with the same information,…and the posted invoice will automatically be cancelled.…
AuthorGini von Courter
In this course, learn how to power your business with Dynamics 365, Business edition. Gini von Courter walks you through how to navigate the suite, create and edit records, and print reports. She also shows you how to work with vendor information, create and post invoices, manage sales interactions, apply customer payments, reconcile accounts, and more.
- Identify the factor that influences the information that you see when you log in to Dynamics 365.
- Recall what occurs when a potential customer might want to receive more information and could potentially make a purchase.
- Explain what you must do to turn a quote into an order.
- Recognize what Outlook for financials allows you to integrate with your email.
- List what the Microsoft Dynamics 365 for Financials app is available for.
- Name the process of applying payments you have made and received.
Skill Level Beginner
Yammer 2016 Essential Trainingwith Gini von Courter2h 26m Intermediate
SharePoint 2016: Managing Large Listswith Gini von Courter1h 18m Intermediate
SharePoint: Compliance Managementwith Tiffany Songvilay1h 25m Intermediate
1. Getting Started
2. Work with Purchasing
3. Work with Sales
4. Work with Finance
Pay vendors2m 50s
Next steps1m 28s
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