Setup of Promissory Notes & Bills of Exchange in Microsoft Dynamics 365 Finance & Operations | Treasury Configuration, Payment Instruments & Ledger Controls

This course demonstrates how to set up Promissory Notes and Bills of Exchange in Microsoft Dynamics 365 Finance & Operations, including treasury configuration, payment instrument setup, and ledger controls.
SKU: 7228
*

Select duration. Access ends after the period.

$24.95

Sneak peek inside!

Sneak peek inside!

Course Length: 00 Hours 18 Minutes 11 Seconds
The paid version of this course contains videos on the following topics: 

Overview

This course provides a clear, practical introduction to setting up Promissory Notes and Bills of Exchange in Microsoft Dynamics 365 for Finance and Operations. You’ll learn how to configure payment instruments, define ledger controls, and prepare the system for AR/AP settlement workflows.

What You Will Learn

  • Setup of promissory notes

  • Setup of bills of exchange

  • Treasury configuration

  • Ledger posting controls

  • Payment instrument lifecycle

  • AR/AP integration

  • Real‑world treasury scenarios

Course Overview

This module includes hands‑on demonstrations of:

  • Configuring promissory notes

  • Configuring bills of exchange

  • Ledger posting setup

  • Treasury workflows

  • Payment instrument parameters

Outcome

By the end of this course, you’ll be able to confidently configure promissory notes and bills of exchange in Microsoft Dynamics 365 Finance & Operations.