2025/December Latest Braindump2go MB-800 Exam Dumps with PDF and VCE Free Updated Today! Following are some new Braindump2go MB-800 Real Exam Questions!
QUESTION 168
A company based in the United States uses Dynamics 365 Business Central.
A customer agrees to buy raw materials in the MXN (Mexican Peso) currency.
You need to set up the currency and exchange rates for this purchase.
What should you do?
A. Do not configure the currency MXN and recalculate all entries in USD before posting.
B. Configure the currency MXN, then set up the Currency Exchange Rate Service to upload currency rates automatically.
C. Use the currency MXN as a local currency in the system, then set the exchange rates manually before posting.
D. Use the currency MXN as an additional reporting currency, then set up the Currency Exchange Rate Service to upload rates automatically.
Answer: B
Explanation:
This option allows you to add the MXN (Mexican Peso) currency to Dynamics 365 Business Central and configure it for use in transactions. Setting up the Currency Exchange Rate Service to upload currency rates automatically will ensure that you have accurate and up-to-date exchange rates for converting between the local currency (USD) and the foreign currency (MXN).
QUESTION 169
A company uses Dynamics 365 Business Central. The company has a customer that will also be a vendor for the company in the next financial year.
The company plans to consolidate the customer and vendor balances to reduce unnecessary payments on receipts and reduce the amount of transaction fees.
You need to configure the contact card.
Which option should you configure first?
A. Create as Employee
B. Create as Customer
C. Create as Bank
D. Create as Vendor
Answer: D
QUESTION 170
A company uses Dynamics 365 Business Central.
A finance manager needs to import a bank statement CSV file into Dynamics 365 Business Central.
You need to configure the system for the file import.
Which three pages should you use to complete the configuration? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Payment Reconciliation Journal
B. Bank Account Card
C. Bank Export/Import Setup
D. Data Exchange Definition
E. Report Selection – Bank Account
Answer: BCD
Explanation:
To configure the system for the file import, you will need to use the following pages:
Bank Account Card: This is where you will specify the bank account that the file will be imported into.
Bank Export/Import Setup: This is where you will specify the file format and the import settings.
Data Exchange Definition: This is where you will specify the mapping between the fields in the file and the fields in Dynamics 365 Business Central.
QUESTION 171
Drag and Drop Question
A company uses Dynamics 365 Business Central.
The company plans to automatically create vendor payments based on posted purchase invoices. The payments should be summarized based on the vendor invoices.
You need to configure the vendor payments.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 172
A company sells and services landscaping equipment.
The company wants to calculate an item’s sales unit price based on a flat profit rate of 20 percent.
You need to adjust the item’s unit price.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Create a sales job price list for the specific item.
B. Configure the unit price on the item card for the item.
C. Create a sales price list for the specific item.
D. Run the Adjust Item Costs/Prices batch job.
E. Configure the unit price by using the Suggest Item Price on Wksh feature.
Answer: DE
Explanation:
D. Run the Adjust Item Costs/Prices batch job: This batch job allows you to adjust the unit price for several items at once. You specify an adjustment factor, and the batch job multiplies the current unit price by this factor. This can be used to increase the unit price by a flat profit rate of 20 percent.
E. Configure the unit price by using the Suggest Item Price on Wksh feature: This function creates suggestions for changing the agreed item unit prices for your sales prices based on the unit price on the item cards. You can specify an adjustment factor to increase the item prices by a certain percentage, such as 20 percent.
QUESTION 173
A company uses Dynamics 365 Business Central.
A purchaser receives a price list workbook from a vendor.
You need to upload prices to the system.
Which two types of price data can you load? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Unit of Measure code
B. Item No.
C. Customer price group
D. Campaign
Answer: AB
Explanation:
The two types of price data that can be loaded into Dynamics 365 Business Central from a vendor’s price list workbook are:
A. Unit of Measure code: This is the unit in which the item is sold (for example, each, box, case, etc.). It’s important to have this information in the system so that the correct price can be applied based on the quantity sold.
B. Item No.: This is the unique identifier for each item in the inventory. Loading this data allows the system to match the prices from the vendor’s price list to the correct items in the inventory.
Please note that while Customer price group (C) and Campaign (D) are important aspects of pricing, they are not typically included in a vendor’s price list. Customer price groups are usually defined internally to group customers for pricing purposes, and campaigns are typically related to sales and marketing efforts, not purchasing.
QUESTION 174
Drag and Drop Question
A company uses Dynamics 365 Business Central.
The accounting manager wants partially shipped and invoiced sales orders that will not be fulfilled to not be displayed on the active page (Open Sales Order list). Deleted sales orders must be available for reporting of ordered and delivered quantities.
You need to configure sales orders.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 175
A company uses Dynamics 365 Business Central.
You need to configure the system to automatically add any appropriate sales invoice discounts to sales documents.
What should you do?
A. On the Sales & Receivables Setup page, select Invoice Discount in Discount Posting.
B. On the Sales & Receivables Setup page, select Calc. Inv. Discount.
C. On the Customer card, select Invoice Disc. Code.
D. On the Sales & Receivables Setup page, select Lowest Price in Price Calculation Method.
Answer: B
Explanation:
To configure the system to automatically add any appropriate sales invoice discounts to sales documents, you must select the “Calc. Inv. Discount” option on the Sales & Receivables Setup page. This will allow the system to automatically calculate the invoice discount amount based on the sales lines where the “Allow Invoice Disc.” field is enabled.
QUESTION 176
A company uses Dynamics 365 Business Central.
A vendor delivers items within one week after the company orders the items. The vendor ships the items by using a train.
You need to configure the vendor card.
A. Base calendar code
B. Lead time calculation
C. Location code
D. Shipment method code
Answer: B
QUESTION 177
Drag and Drop Question
A company uses Dynamics 365 Business Central.
The company bills thousands of sales invoices for recurring subscription services on a monthly basis.
You need to ensure recurring sales invoices are automatically created for the same subscription services.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 178
Drag and Drop Question
A company uses Dynamics 365 Business Central.
A user creates two accounts for the same vendor. Both accounts have open vendor ledger entries.
You need to merge any open entries from the second vendor account to the first vendor account and then delete the second vendor account.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 179
A company uses Dynamics 365 Business Central.
You need to ensure that sales invoice discounts are calculated automatically.
What should you configure?
A. Discount Posting setting on the Sales & Receivables Setup page
B. Calc. Inv. Discount setting on the Sales & Receivables Setup page
C. Calc. Inv. Discount setting on the Purchase & Payables Setup page
D. Show Amounts setting on the General Ledger Setup page
Answer: B
QUESTION 180
Hotspot Question
A company uses Dynamics 365 Business Central.
The company requires the following discount setup:
– The system must calculate the discounts given on individual items that are sold.
– The system must post the discounts to a specific general ledger account.
You need to configure the system.
Which settings should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 181
A company implements Dynamics 365 Business Central.
The company plans to automatically post inventory-related documents simultaneously when posting sales transactions.
You need to configure sales and receivables.
Which two settings should you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Return Receipt on Credit Memo
B. Stock warning
C. Document Default Line Type
D. Shipment on Invoice
Answer: AD
Explanation:
To automatically post inventory-related documents simultaneously when posting sales transactions in Dynamics 365 Business Central, you should configure the following settings:
A. Return Receipt on Credit Memo: This setting allows the system to automatically post a return receipt when a credit memo is posted. This affects inventory levels as the returned items are added back into inventory.
D. Shipment on Invoice: This setting allows the system to automatically post a shipment when an invoice is posted. This reduces inventory levels as the shipped items are removed from inventory.
The other options, Stock warning (B) and Document Default Line Type (C), are not directly related to automatically posting inventory-related documents when posting sales transactions. Stock warning is a setting that alerts users when inventory levels are low, and Document Default Line Type determines the default line type for new lines in sales and purchase documents.
QUESTION 182
Hotspot Question
A company uses Dynamics 365 Business Central.
The company requires the following discount setup:
– The system must calculate the discounts given on individual items that are sold.
– The system must post the discounts to a specific general ledger account.
You need to configure the system.
Which settings should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 183
Drag and Drop Question
A company uses Dynamics 365 Business Central.
Users in the purchasing and accounts payable departments require the following information about vendors and vendor ledger entries:
– Balance (LCY) for vendor
– Remaining amount for ledger entry
– Amount for application entry
You need to retrieve the vendor and vendor ledger entry information.
Where should you navigate to find the information? To answer, drag the appropriate locations to the correct requirements. Each location may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Balance (LCY) for vendor: This information can be found on the Vendor Card. To navigate to the Vendor Card, go to Vendors > Vendors List, and then select the specific vendor. The Balance (LCY) field displays the current balance for the vendor in the local currency.
Remaining amount for ledger entry: This information can be found in the Vendor Ledger Entries. To navigate to the Vendor Ledger Entries, go to Vendors > Vendor Ledger Entries, and then select the specific ledger entry. The Remaining Amount field displays the amount that has not yet been paid or applied.
Amount for application entry: This information can also be found in the Vendor Ledger Entries. In the Vendor Ledger Entries, select the specific ledger entry and then go to Navigate > Application Entries. The Amount field in the Application Entries displays the amount that has been applied to the ledger entry.
QUESTION 184
Drag and Drop Question
A company uses Dynamics 365 Business Central.
A maintenance manager buys weekly cleaning supplies from a local hardware store and would like to automate purchase order entries.
You need to configure the system to add a default general ledger (G/L) account to the hardware store purchase orders.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 185
You are setting up a new company for a customer.
The customer wants to sell items in D, but refer to the items as pieces. Each box contains 12 pieces. Each pallet contains 144 pieces.
You need to assign the unit of measures to items.
How should you assign the unit of measures?
A. Create Box as a base unit of measure. Add Pieces as an item unit of measure with the quantity per unit set to 0.08333.
B. Create Pieces as an item unit of measure with a quantity per unit of measure set to 1.
C. Create Pieces as a base unit of measure. Add Box as an item unit of measure with the quantity per unit set to 12.
D. Create Pallet as a base unit of measure. Add Pallet as an item unit of measure with the quantity per unit set to 12.
Answer: C
QUESTION 186
A global trading company maintains records of customer information in Business Central. The company frequently conducts international trade and works with customers who operate in different currencies.
You need to configure the system to invoice customers who use foreign currency.
Which two areas should you configure? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Customer Card
B. Sales Invoice
C. Vendor Card
D. Adjust Exchange Rates
Answer: AD
QUESTION 187
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You must streamline monthly invoicing by automating repetitive entries for monthly charges when managing subscriptions.
You need to add default general ledger (GL) accounts to a Customer Card.
Solution: Configure a Document Layout on the Customer Card.
Does the solution meet the goal?
A. Yes
B. No
Answer: B
QUESTION 188
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You must streamline monthly invoicing by automating repetitive entries for monthly charges when managing subscriptions.
You need to add default general ledger (GL) accounts to a Customer Card.
Solution: Apply a Microsoft Word template on the Customer Card.
Does the solution meet the goal?
A. Yes
B. No
Answer: B
QUESTION 189
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You must streamline monthly invoicing by automating repetitive entries for monthly charges when managing subscriptions.
You need to add default general ledger (GL) accounts to a Customer Card.
Solution: Configure the Standard Sales Lines Card and assign it to the Customer Card.
Does the solution meet the goal?
A. Yes
B. No
Answer: A
QUESTION 190
Drag and Drop Question
A company is replacing their current solution with Dynamics 365 Business Central.
During the user acceptance testing, you identify several gaps in the solution.
You must add new functionality to the accounts receivable role center to allow order entry clerks to view the number of sales orders that they have created for the month to date. Clerks must be able to move the new role center element to another position on their interface.
Accounts receivable clerks each have a specific order in which they enter sales order data. You must optimize the order entry process for these users.
You need to configure the system.
Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Box 1: Designer
The changes you make in Designer will apply to all users.
Here is a quick overview of capabilities in Designer:
Box 2: Personalization
Use of Quick Entry in combination with Personalization to streamline the tab order for fields in the Sales Order page.
Launch Personalization and adjust the Quick Entry setting.
Reference:
https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-inclient-designer
https://www.wipfli.com/insights/articles/tc-dynamics-365-business-central-april-new-features-part2
QUESTION 191
Drag and Drop Question
A company uses Dynamics 365 Business Central.
You need to create filters for ledger entries.
Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Box 1: Views
Some lists include the Views section. Views are variations of the list that have been preconfigured with filters. You can define and save as many views as you want per list. The views will be available to you on any device you sign into.
Box 2: Filter list by
Filter list by: This section is where you add filters on specific fields to reduce the number of displayed records. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter the list by or pick a field from the drop-down list.
Box 3: Filter totals by
Some lists that display calculated fields, such as amounts and quantities, will include the Filter totals by section where you can adjust various dimensions that influence calculations.
Reference:
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters
QUESTION 192
A company is using Dynamics 365 Business Central. You manually import bank transactions daily.
You need to streamline operations and implement automated processes that connect banks with Dynamics 365 Business Central.
Which two tools can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Extensions
B. Export Electronic Payments
C. Document Sending Profiles
D. Document Exchange Service
E. AppSource
Answer: AE
Explanation:
To automate bank transactions in Dynamics 365 Business Central, you can use:
A. Extensions: Specifically, the Envestnet Yodlee Bank Feeds service, which is installed as an extension to Business Central online. This extension allows you to set up a bank feed service with your bank account to automatically import new bank transactions into the Payment Reconciliation Journal page.
E. AppSource: Microsoft AppSource is a place to find business applications and services that extend Microsoft products like Dynamics 365. Extensions like Yodlee Bank Feeds service may be available from AppSource.
Please note that to enable the automatic import of bank transactions, you need to follow these steps:
Enable the bank feed service.
Link the bank account to the online bank account.
Enable the automatic import of bank statements1.
QUESTION 193
Drag and Drop Question
A company uses Dynamics 365 Business Central.
You need to configure the system for new customers.
Which features should you use? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Box 1: Document Layouts
You define a document layout for a customer or vendor
Box 2: Document Sending Profile
You can set each customer up with a preferred method of sending sales documents, so that you do not have to select a sending option every time you choose the Post and Send action.
On the Document Sending Profiles page, you set up different sending profiles that you can select from in the Document Sending Profile field on a customer card.
Reference:
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-define-customer-vendor-document-layouts
https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-setup-document-send-profiles
QUESTION 194
A company uses Dynamics 365 Business Central.
An accountant posts bank entries at month end. The accountant must manually reconcile customer and vendor payment entries.
You need to reconcile the entries.
Which two pages should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Check Ledger Entries
B. Vendor Ledger Entries
C. Customer Ledger Entries
D. Bank Account Ledger Entries
Answer: CD
Explanation:
C. Customer Ledger Entries: This page allows you to view and reconcile customer payments and credit notes. You can use this page to match customer payments with the corresponding invoices and credit notes, and to reconcile any discrepancies.
D. Bank Account Ledger Entries: This page allows you to view and reconcile bank transactions, including payments and deposits. You can use this page to match bank transactions with the corresponding customer and vendor payments, and to reconcile any discrepancies.
By using these two pages, you can reconcile the customer and vendor payment entries and ensure that they are accurately recorded in the accounting system
QUESTION 195
Drag and Drop Question
You need to configure the purchase order process for a company.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
QUESTION 196
Hotspot Question
A company uses Dynamics 365 Business Central.
The company plans to process purchase order documents based on the following requirements:
– The system must automatically archive purchase order documents.
– The system must ensure the default value of the quantity received on a purchase order is set to the remaining quantity on the purchase order.
You need to configure purchases and payables options.
Which tools should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 197
Hotspot Question
A company uses Dynamics 365 Business Central.
The purchasing department needs to use over-receipts in the system.
You need to describe how to set up this functionality.
What should you use? To answer, select the appropriate options in the answer area,
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 198
You work at a company that uses Microsoft Dynamics 365 Business Central. The financial manager would like to prevent the accidental deletion, from within the chart of accounts, of any General Ledger (G/L) Accounts that have posted entries after 01/01/2019.
You need to update the General Ledger setup to fulfill the request.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Set the Block Deletion of G/L Accounts toggle to On.
B. Set the Allow Posting From field to 01/01/2019.
C. Set the Check G/L Account Usage toggle to On.
D. Set the Check G/L Acc. Deletion After field to 01/01/2019.
Answer: AD
Explanation:
You should set the Check G/L Acc. Deletion After field to 01/01/2019. This action allows you to specify if and when general ledger accounts can be deleted. If you enter a date, G/L accounts with entries on or after that date can only be deleted once the user has given confirmation.
You should also set the Block Deletion of G/L Accounts toggle to On. This action prevents users from deleting accounts that have entries after the date that is specified in the Check G/L Acc. Deletion After field. If you must delete accounts with Block Deletion of G/L Accounts turned on, it must first be turned off by a user who can access the General Ledger Setup page. To prevent accidental deletions, it is recommended that the Block Deletion of G/L Accounts is always on and that a date is always set in the Check G/L Acc. Deletion After field.
You should not set the Check G/L Account Usage toggle to On. If you turn on this toggle, the system will only prevent the deletion of the G/L accounts that are used in setup tables. It will not prevent the deletion of any other G/L accounts, even if they have posted entries.
You should not set the Allow Posting From field to 01/01/2019. This action specifies the earliest date on which posting to the company books is allowed. It will not prevent the deletion of G/L accounts with available posted entries after 01/01/2019.
QUESTION 199
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
Hotspot Question
You need to configure retail store customer cards to track revenue by market.
Which configuration should you use? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 200
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to resolve the issue reported by the AR users from the finance department.
What should you do?
A. Switch Blocked on the Customer Card to Yes.
B. Switch Direct Posting on the G/L Account Card to No.
C. Switch Blocked on the G/L Account Card to Yes.
D. Switch Direct Posting on the G/L Account Card to Yes.
Answer: B
QUESTION 201
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to train the Accounts Receivable (AR) department how to correct customer payment application issues.
What are two possible ways to achieve this? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Unapply entries from the customer ledger entries.
B. Unapply entries from the detailed customer ledger entries.
C. Unapply entries from the customer card.
D. Apply entries from the Detailed Customer Ledger Entries page.
Answer: BC
QUESTION 202
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to configure Business Central to display G/L entries as required by the accounting team.
Which configuration should you use?
A. Show Amounts
B. Check G/L Account Usage
C. G/L Account Card
D. Debit/Credit
Answer: A
QUESTION 203
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
Hotspot Question
You need to create accounting periods based on the requirements from the finance department.
Which values should you use for each configuration? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 204
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
Drag and Drop Question
You need to configure Business Central to meet the requirements of the sales department.
What should you configure for each setup area? To answer, drag the appropriate configurations to the correct sales and receivables setup. Each configuration may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 205
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
Drag and Drop Question
Which action should you use for each scenario? To answer, drag the appropriate actions to the correct scenarios. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
QUESTION 206
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to set up customer sales pricing based on the requirements.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Create a Sales Price List for the customer by using the customer assign-to type.
B. Create a Sales Price List by using the assign-to type of Customer Price Group.
C. Create Customer Price Groups that allow line discounts.
D. Assign the Customer Price Group code on the customer card.
E. Create Customer Price Groups that exclude line discounts.
Answer: BDE
QUESTION 207
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to configure payment discounts to resolve the issue reported by the AR users.
Which two options should you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Sales & Receivables Setup
B. Payment Discount Grace Period
C. Payment Tolerance Warning
D. Pmt. Disc. Tolerance Warning
Answer: BD
QUESTION 208
Case Study 3 – Northwind Traders
Background
Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.
When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.
The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.
As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.
Current environment
Orders
Orders are emailed to customer service and manually keyed into the inventory system.
Pricing and discounts
– Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
– Vendors offer monthly promotions to customers by item, brand, or item category.
– Invoices should show each customer’s base price, the discount amount, and the net price.
Accounts payable
The company wants to expand vendor payment options in the new system.
Requirement
Customers
The sales team must be able to do the following:
– Quickly set up new customers with the proper settings based on customer type.
– Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
– Base price is determined by the customer market type.
– The sales department should receive a warning when entering the order if a customer is over their credit limit.
Sales
– Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
– Discounts must post to a unique general ledger (G/L) account.
– The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
– The sales manager wants to delete canceled orders and automatically archive them.
Warehouse
– Orders will be fulfilled from two possible warehouse locations.
– Product will be transferred between locations by using transfer orders.
Sales invoices
– Invoices will be posted after delivery.
– Invoices will be emailed to the customer.
– The sales department must be able to quickly correct posted invoices for the following scenarios:
– Posted invoices that have not been paid.
– Posted invoices that have been paid.
– Posted invoices created from sales orders.
– Posted invoices not created from sales orders.
Accounting
– The finance department requires that the company has 12 monthly accounting periods per fiscal year.
– Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
– AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
– Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
– When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
– The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
– AR must be able to correct cash application entries.
Issues
Payment application
– Customers may have several stores that are responsible for their own orders and payments.
– Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.
Invoicing
– When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
– After the invoices are posted, they must be corrected, which is time-consuming.
Warehouse
The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.
Accounts
– Customer accounts are difficult to view by market type.
– The finance team does not have the ability to report revenue by customer type.
Accounting
– AR users often find variances between the AR subledger and G/L account.
– Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
– The AP department is unable to pay vendors by EFT in the current system.
– Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
– The finance department is unable to run financial reports by market. All revenue postings must reference a market.
You need to configure a third location to allow transfer orders to be posted between the two warehouses.
What should you configure?
A. Default Dimensions
B. Use as In-Transit
C. Cross-Dock Bin Code
D. Bins
Answer: B
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