Summary

Completed

In this module, you learned about the various aspects of managing vendor payments by using Microsoft Dynamics 365 Finance. The course covered topics such as cash discounts for early invoice payments, partial payments, and credit notes. It also delved into the process of creating vendor payments, including the use of various tabs and parameters on the Vendor payment proposal page. Additionally, it discussed advanced parameters, such as checking vendor balance, deleting negative payments, and making partial payments. The module also provided a comprehensive guide on payment proposal options, detailing how to select vendor invoices for payment based on specific criteria.

The main takeaways from this module include learning how to:

  • Manage vendor payments effectively and efficiently.

  • Handle cash discounts, payment proposals, and credit memos.

  • Navigate through the Vendor payment journal under Accounts payable and create a new payment journal.

  • Work with prepayment invoicing and prepayment journal vouchers.

  • Update due dates, discount dates, payment terms, and cash discount terms for open vendor transactions.

  • Create credit memos to cancel or modify an invoice.

  • Reverse a vendor payment after it has been posted.