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Home » GYDE365-Design Content Chapter: Sales Ledger

GYDE365-Design Content Chapter: Sales Ledger

About Sales Ledger

The Sales Ledger module underpins the order-to-cash cycle. This functionality empowers a businesses ability to control customer information, manage invoices and process payments.

Sales Ledger Sections

Survey sections are found within each chapter and segment the chapter into manageable topics. This enables end users to review the topics prior to taking the survey to gauge an understanding of the types of question content that will follow. This ensures the correct business user is assigned to answer questions.

Questions are found within each section to ask end users business specific questions to enable the build of a functional Dynamics 365 system. Questions can be assigned to specific users to answer. GYDE365 provides questions within the template as standard, however partners can also build their own questions.

Customer Information
  • Customer number sequencing
    • Customer grouping
    • Transaction posting
Customer Invoicing
  • Invoice types
    • Approval workflow
Customer Payments
  • Terms of payment
    • Methods of payment
    • Settlement discounts
    • Documenting transaction reasons
    • Approval workflows
Revenue Recognition
  • Setup revenue recognition
Sales Ledger appears in the below Survey Templates