F140 Credit Control (CPE)
Recordings of these training sessions are published at Acumatica Open University. You can find them under the Training Recordings section: https://openuni.acumatica.com/courses/fin/f140-credit-control/
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For information on CPE credits, please see the Continuing Professional Education section.
Registration URL: https://webinar.ringcentral.com/webinar/register/1017249307408/WN_miUi5kByRemUZtiRBCmwKA
Audience: This webinar is intended for implementation consultants of the finance functionality of Acumatica ERP.
Acumatica ERP Experience Required: 3-6 months
Who Should Attend (relationship to Acumatica):
- Partners who implement Acumatica ERP finance functionality for customers
- Professionals who want to learn Acumatica ERP
Acumatica ERP version: 2024 R1
Training Description: This webinar will walk you through the basic configuration and processes related to credit verification, dunning letter management, customer statements, overdue charges, and write-offs.
Training Syllabus: The program is covered over three days as follows:
- Day 1: Credit Verification and Dunning Letter Management. In this session, you will learn how to set up credit verification rules for specific customers, analyze how credit verification rules affect customers' credit check, and remove credit hold for an invoice. You will also learn how to implement the dunning process in the system, run and review the AR Aging (AR631000) report, and prepare dunning letters by using the By Customer dunning process.
- Day 2: Customer Statements and Overdue Charges. In the second session, you will learn how to generate the final dunning letter for a customer, put the customer on credit hold, and remove the credit hold for the customer. Moreover, you will learn how to prepare customer statements, print customer statements, create and release a document that was missing in a previous statement, regenerate a customer statement, generate an on-demand statement, and review and print the on-demand statement. It will be explained how to set up the overdue charges functionality and configure overdue charges, process overdue charges and create the Overdue Charge documents for particular customers, and prepare customer statements for particular customers and review how overdue charges are shown in the statements.
- Day 3: Write-Offs. In this session, you will discover how to set up the write-off functionality, process a credit write-off, and process a balance write-off. You will create a credit write-off as you are processing a customer payment applied to multiple documents and create a balance write-off as you are processing a customer payment applied to an invoice.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Tue, October 1, 2024 10:00 AM - 11:30 AM PT
- Wed, October 2, 2024 10:00 AM - 11:30 AM PT
- Thu, October 3, 2024 10:00 AM - 11:30 AM PT
*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.
Partner Certification: This webinar is based on the materials of the F140 Credit Control course. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.
Instructor: Thulya Perera
In her current role attached to the Acumatica Finance Engineering team, Thulya Perera is responsible for requirement gathering & analysing, solution designing, bug verification, L3 support assistance and bug integration process management support for the team management.
Prior to joining Acumatica, Thulya was a Principal Consultant at DMS Software Technologies Pvt Ltd (Platinum Oracle Partner) where she involved in Oracle ERP Implementations specializing in financial modules while handling implementation projects as a Project Manager.
Prerequisites
For this webinar, attendees are expected to complete the F100 Financial Basics course and be familiar with the basic business processes that can be performed in the accounts receivable subledger.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials
Please download the following training guide that you will need for the training: F140_Credit_Control_2024R1.pdf
Continuing Professional Education
- Program knowledge level: Intermediate
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 3
Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.
* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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