Comparing entering Customer Cash Receipts in Dynamics GP to Dynamics 365 Business Central (2024)

Overview

The video starts with how receivables cash receipts are entered in Dynamics GP, then shows the equivalent process in Dynamics 365 Business Central. It is a short demo aimed at users moving from GP.

In Business Central, the presenter records a payment in Cash Receipt Journals by selecting the customer and choosing outstanding invoices from the apply to document number lookup. The amount and date received default automatically. The presenter then shows the Customer Register Payments window, which lists outstanding invoices for all customers, can be filtered by customer, and lets you select several invoices and post them as one lumpsum payment.

Key points

• Open Cash Receipt Journals by using the search icon and entering cash receipts journals.
• In a cash receipt journal, select the customer, then use the apply to document number column to pick outstanding invoices from a lookup.
• Business Central defaults the payment amount and the date received when a payment is applied to an invoice.
• The Customer Register Payments page is an alternative way to record customer payments.
• Customer Register Payments shows outstanding invoices for all customers and can be filtered by customer.
• When a customer pays several invoices at once, select multiple invoices in Customer Register Payments and post them as a lumpsum payment.

Features

Every feature below: status not stated, demoed.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page “Cash Receipt Journals” at 0:50
• page “Customer Register Payments” at 1:33

Not found in BC28-30: page “Cash Receipt Journals”, page “Customer Register Payments”.

Quotes

• 0:02 “in this video we’re going to look at how to enter in receivables cash receipts and Dynamics GP and compare that to the experience”
• 0:50 “to create customer payments in business Central we’ll select the search icon and enter in cash receipts journals”
• 1:33 “in addition to cash receipts journals you can also use the customer reg register payments window to record customer payments”
• 2:30 “if the customer was sending a payment for more than one invoice I can select multiple invoices in the window and then back under”
• 2:30 “business Central provides a simple and easy way to record customer payments allowing for a more streamlined cash receipt process”