Merge pull request #110 from MicrosoftLearning/Mar292024

Mar292024

Instructions/Labs/LP1 Activity 1 - LAB - Create and use advanced rule.md

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+# Lab 1 Configure an advanced rule
+
+Advanced rules link a financial dimension or multiple financial dimensions to a
+main account or a range of main accounts. The advanced rule enables additional
+information to be gathered for reporting and analysis beyond what you have set
+up in related account structures.
+
+If we add a dimension to main accounts in an account structure, that dimension
+will be available for all the main accounts in that specific account structure.
+Advanced rules can help you manage exceptional conditions by configuring an
+additional dimension to a main account or even a subset of main accounts in the
+same account structure.
+
+For example, you agree on a relocation expense budget per employee. To monitor
+these budgets, you want to be able to report the relocation expenses per
+employee for only one specific main account in an existing account structure.
+
+Use the USMF company for the exercises in this lab.
+
+In this lab, you will configure an advanced rule structure.
+
+## Exercise 1 Create an advanced rule structure 
+
+**Scenario**
+
+Contoso, Ltd. has a new HR manager who plans to create a Relocation expenses per
+worker report. You need to set up the advanced rule structure with an extra
+dimension *Worker* for the main account *602210 Employee Relocation Expense.*
+
+1.  Navigate to the **General ledger** module, and then select **Chart of
+    Accounts** \> **Structures** \> **Advanced rule structures.**
+
+2.  Select the **New** button to create an advanced rule structure.
+![Advanced rule structures page with the New menu expanded to create an advanced rule structure](../images/LP1P1.png)
+3. Enter **Relocation expenses** in the **Advanced rule structure** field.
+
+4. Enter **Relocation expenses** in the **Description** field and select **OK**.
+![Create advanced rule structure menu with the Advanced rule structure and Description fields filled in. The OK button is activated.](../images/LP1P2.png)
+
+5. Select **Add segment**.
+![Relocation expenses view of Advanced rule structures with focus on Add segment.](../images/LP1P3.png)
+
+6. Select **Worker** and select **Add segment**.
+![Relocation expenses view with an overview of all available segments in the Add segment pane. Focus is on the Worker segment and the Add segment button.](../images/LP1P4.png)
+
+7. Leave the asterisk in the **Worker** field to ensure that Worker is a
+    mandatory field.
+![Relocation expenses view of the Advanced rule structures tab with segment worker active for all values.](../images/LP1P5.png)
+
+8. Select **Activate** in the action pane.
+![Training and development view of the Advanced rule structures tab. Focus is on the Activate button.](../images/LP1P6.png)
+
+9. Select **Activate** in the pop-up screen.
+![Pop-up screen for activating the advanced rule structure. Focus is on the Activate button.](../images/LP1P7.png)
+
+10.Close the form.
+
+## Exercise 2 Add the advanced rule to an account structure 
+
+In this exercise, you will add the advanced rule structure to an existing
+account structure. Main account **602210 Employee Relocation Expense** is
+configured in account structure **Manufacturing P&L**.
+
+1.  Navigate to the **General ledger** module, and then select **Chart of
+    accounts** \> **Structures** \> **Configure account structures.**
+
+2.  Select **Manufacturing P&L.**
+![Account structures Standard view with focus on the account structure Manufacturing P&L.](../images/LP1P8.png)
+
+3. Select **Edit** in the action pane.
+![Manufacturing P&L account structure on the Account structures tab. The Edit button is expanded to adjust the Manufacturing P&L account structure.](../images/LP1P9.png)
+
+4. Select **Advanced rules** in the action pane to configure the advanced rule.
+![Account structure Manufacturing P&L. The Advanced rules button is selected to attach the advanced rule to the account structure Manufacturing P&L.](../images/LP1P10.png)
+
+5. Select + **New** in the action pane**.**
+![Advanced rule structures page with the New menu expanded to attach an advanced rule structure to account structure Manufacturing P&L.](../images/LP1P11.png)
+
+6. Select **Yes** in the pop-up screen if you get one. (By default, No is
+    activated
+![Pop-up screen for creation of an advanced rule. The No button is activated. ](../images/LP1P12.png)
+
+7. Enter **Relocation Expenses** in the **Advanced rule** field.
+
+8. Enter **Relocation Expenses** in the **Name** field and select **Create**.
+![Create an advanced rule menu with the Advanced rule structure and name fields filled in. The Create button is activated.](../images/LP1P13.png)
+
+9. Select + **Add new criteria**.
+![Advanced rules page with the New button activated to add new criteria.](../images/LP1P14.png)
+
+10. Enter **602210** in the **Value** field for MainAccount.
+![Advanced rules page with advanced rule criteria expanded. The fields Where, Operator, and Value are filled in.](../images/LP1P15.png)
+
+11. Navigate to **Advanced rule structures**, and then select **Add** \>
+    **Relocation expenses** \> **Add** to add a structure.
+![Create advanced rule structure menu with Add advanced rule structure to advanced rule expanded. The fields Name, Description, and Segments are filled in. Focus is on the Relocation expenses advanced rule and the Add button.](../images/LP1P16.png)
+
+12. Close the form.
+
+13. **Activate** the account structure in the action pane.
+
+14. Select **Activate** in the pop-up screen.
+
+15. Close the form.
+
+## Exercise 3 Create a journal entry with the new advanced rule
+
+1.  Navigate to **General ledger** \> **Journal entries** \> **General
+    journals**.
+
+2.  Select **New** to create a new journal.
+
+3.  Select **GenJrn** in the **Name** column.
+
+4.  Select the **Lines** button in the action pane.
+![The general journal menu with the WF General Journal name field filled in. Focus is on the Lines button.](../images/LP1P17.png)
+
+5. Enter **12/14/2023** in the **Date** field.
+![A screenshot of a computer Description automatically generated](../images/LP1P18.png)
+
+6. Enter in the Account field Main account 602210, value 001 for dimension
+    Business Unit, value 022 for dimension Department, value 007 for dimension
+    Cost Center, value Audio for dimension Item group and value **000001 for
+    dimension worker.**
+![Account structure selection](../images/LP1P19.png)
+   A value is **mandatory** for the dimension worker you set up in the advanced rule structure. If you do not select a value, the following message appears: **Blank is not allowed for Worker for the combination**.
+![Journal voucher page displaying the message Blank is not allowed for Worker for the combination.](../images/LP1P20.png)
+
+7. Enter **$2,000.00** in the **Debit** field.
+
+8. Select main account **602200** in the **Offset** account.
+
+    The dimension values will be copied from the main account 602210 except the
+    value 000001 for worker. The dimension worker is configured for only main
+    account 602200 by using an advanced rule.
+![The general journal lines menu with the Account field filled in, including all the dimensions.](../images/LP1P21.png)
+
+
+
+9. Select **Post** in the action pane to post the journal.
+
+10. Select **Voucher** to verify if the value **000001** for worker was posted
+    for main account 602210 Employee Relocation Expense. *Voucher is only
+    available if you posted the journal.*
+![The general journal lines menu with focus on the field voucher.](../images/LP1P22.png)
+![Account number selection](../images/LP1P23.png)
+
+11. Close the form.

Instructions/Labs/LP2 Activity 1 - LAB - Subscription billing.md

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+# Lab 1 Set up recurring contract billing parameters
+
+A subscription billing solution enables companies to manage contract revenue
+opportunities and recurring billing through billing schedules.
+
+The solution has three modules that can be used independently or used together.
+
+-   **Recurring contract billing** enables recurring billing and price
+    management to provide control over pricing and billing parameters, contract
+    renewal, and consolidated invoicing.
+
+-   **Revenue and expense deferrals** eliminate manual processes and dependency
+    on external systems by managing revenue and enabling real-time insight into
+    monthly recurring revenue.
+
+-   **Multiple element revenue allocation** helps with revenue compliance by
+    handling pricing and revenue allocation across multiple items.
+
+In this lab, you will set up recurring contract billing and create an invoice by
+using the recurring contract billing module. Use the USMF company for the
+exercises in this lab.
+
+## Exercise 1 Set up a Billing schedule group
+
+
+Use the Recurring contract billing parameters to set up the default values for
+billing schedules created in the recurring contract billing module.
+
+**Scenario**
+
+The finance manager of Contoso, Ltd. defines a monthly billing schedule to
+manage subscription revenue opportunities. The manager also wants to learn how
+to update prices in a single action. You need to help the finance manager set up
+the recurring contract billing and create recurring invoices for installation
+services.
+
+1.  Navigate to the **subscription billing** module, and then select **Recurring
+    contract billing \> Setup \> Billing schedule group**.
+
+2.  Select the **New** button to create a new billing schedule group.
+
+3.  In the **Billing schedule group** field, enter **Service**.
+
+4.  In the **Description** field, enter **Installation service**.
+
+5.  In the **Billing frequency** field, enter **Monthly**.
+
+6.  In the **Billing interval** field, enter **1**.
+
+7.  In the **Pricing method** field, select **Standard**. Standard pricing is
+    used from the released product.
+
+8.  In the **Item type** field, select **Standard**.
+
+9.  Set **Invoice separately** to **Yes.**
+
+10. Set **Renew automatically** to **No**.
+
+11. Set **Escalation** to **Yes**.
+![Billing schedule group page with the fields Billing schedule group, Description, Billing frequency, Billing interval, Pricing method, and Item type filled in.](../images/LP2P1.png)
+
+1.  Select **Save**, and then close the form.
+
+## Exercise 2 Create a billing schedule
+
+1.  Navigate to the **subscription billing** module, and then select **Recurring
+    contract billing** \> **Billing schedules** \> **All billing schedules**.
+
+2.  Select the **New** button to create a new billing schedule.
+
+3.  In the **Billing schedule group**, select **Service**.
+
+4.  In the **Customer account** field, select customer **US-002**.
+
+5.  In the **Billing start date** field, enter **1/1/2023**.
+
+6.  In the **Number of periods** field, enter **12**. The **Billing end date**
+    field is updated based on the number of periods you enter.
+
+7.  Select **OK**.
+![Create billing schedule page with the New menu expanded to create a new billing schedule. The OK button is activated.](../images/LP2P2.png)
+
+1.  Navigate to the **Billing schedule lines** FastTab.
+![Create billing schedule page with the FastTab Billing schedule lines expanded to create a new billing schedule line.](../images/LP2P3.png)
+
+1.  Select **Add line** to add a line to the billing schedule.
+
+2.  In the **Item number** field, select item **S0001**.
+
+3.  Select **View billing detail**.
+![Billing schedule page with the FastTab Billing schedule lines activated.](../images/LP2P4.png)
+
+1.  **View** the billing details.
+![Billing schedule page with View billing details expanded to view the billing details.](../images/LP2P5.png)
+
+1.  Select **Save**, close the form, and then close the next form.
+
+## Exercise 3 Generate invoice for billing schedule
+
+
+1.  Navigate to the **Subscription billing** module, and then select **Recurring
+    contract billing** \> **Billing schedules** \> **All billing schedules.**
+
+2.  Select the billing schedule **USMF-000000001** you created in exercise 2.
+
+3.  Navigate to the **Invoice** section and select **Generate invoice** without
+    selecting the link.
+
+4.  Enter **1/1/2023** in the **From date** field.
+
+5.  Enter **1/31/2023** in the **To date** field.
+
+6.  On the **Invoice processing** FastTab, select **Post invoice automatically**
+    for Posting option. The sales order will be created, and the invoice will be
+    posted automatically.
+
+7.  Enter **1/31/2023** in the **Invoice date** field.
+
+8.  Select **View billing schedules** to review the billing schedule lines that
+    are available to bill a customer.
+![Create billing schedule page with the tab Generate invoice expanded to generate an invoice. The view billing schedules button is activated.](../images/LP2P6.png)
+
+1.  Select **Generate all**.
+![Create billing schedule page with the tab Generate invoice expanded to generate an invoice. The generate all button is activated.](../images/LP2P7.png)
+The message **1 sales order (**number**) has been created for 1 line** appears.
+
+1.  Close the form.
+
+## Exercise 4 Review billing schedule
+
+1.  Navigate to the **Subscription billing** module, and then select **Recurring
+    contract billing** \> **Billing schedules** \> **All billing schedules.**
+
+2.  Select the billing schedule **USMF-000000001** you created in exercise 2.
+
+3.  Navigate to the **Billing schedule lines** FastTab.
+![Create billing schedule page with the FastTab Billing schedule lines expanded to view the billing details.](../images/LP2P8.png)
+
+1.  Select **View billing detail**.
+![Billing schedule page with the FastTab Billing schedule lines expanded to view the billing details.](../images/LP2P9.png)
+
+1.  Review the schedule and note the status of the billing line, the sales order
+    number, the invoice number, and the invoice date.
+![Billing schedule page with the menu view billing details expanded to view the billing details.](../images/LP2P10.png)
+
+1.  **Close** the form.
+
+## Exercise 5 Update price of an item 
+
+When the standard pricing method is used in a Billing Schedule group, you should
+set up the unit price for a billing schedule line item in the Production
+information management module.
+
+1.  Navigate to **Product information management \> Products \> Released
+    products** and select **item S0001.**
+
+2.  Select the **Sell** tab and navigate to **Trade agreements \> View trade
+    agreements**.
+![Sell FastTab on the Released products menu is selected to view trade agreements. The Edit selected lines button is selected.](../images/LP2P11.png)
+
+1.  Select **Edit selected lines.**
+
+2.  Select **S_Price** in the **Name** field and select **OK**.
+![Sell FastTab on the Released products menu is selected to edit a trade agreement. OK is activated.](../images/LP2P12.png)
+
+1.  Select **Edit**.
+
+2.  Select the **Details** FastTab and enter the date **12/31/2022** in the **To
+    date** field.
+![Page Journal lines on the Trade agreements menu is selected to edit a trade agreement.](../images/LP2P13png)
+
+1.  Select **Post** and **OK.** Select the trade agreement again**,** and **Edit
+    selected lines,** and **OK.**
+
+2.  Select the **New** button to create a new Trade agreement.
+
+3.  Select **S0001** in the **Item relation** field.
+
+4.  Enter **1** in the **From** field.
+
+5.  Enter **275**.**00** in the **Amount** field.
+
+6.  Enter the value **1/1/2023** in the **From date** field on the **Details**
+    FastTab.
+![Page Journal lines on the Trade agreements menu is selected to edit a trade agreement. The fields Item number, From, Amount, Currency, and From date are filled in.](../images/LP2P14.png)
+
+1.  Select **Post** to post the new Trade agreement, and **OK**.
+
+2.  Note the message **Operation completed**, and then close the form.
+
+## Exercise 6 Update price of billing schedule item lines
+
+
+1.  Navigate to the **subscription billing** module, and then select **Recurring
+    contract billing** \> **Periodic tasks** \> **Price update**.
+
+2.  Set **Pricing method** to **Standard**.
+
+3.  Navigate to the **Records to include** FastTab.
+
+4.  Select **Filter.**
+
+5.  Enter the criteria **USMF-000000001** in the **Billing schedule number**
+    field.
+
+6.  Select **OK.**
+![The price update in the periodic tasks is selected. OK is activated for the price update.](../images/LP2P15.png)
+
+1.  Select **View preview**.
+![The View preview on the Price update page is expanded. The View preview button is activated.](../images/LP2P16.png)
+
+1.  Select the line and select **Process**.
+![The view preview update is displayed. The Process button is activated.](../images/LP2P17.png)
+
+1.  Note the message in the Action center.
+![The message billing schedule lines have been updated is shown.](../images/LP2P18.png)
+
+
+
+## Exercise 7 Review the updated prices of billing schedule item lines
+
+1.  Navigate to the **subscription billing** module, and then select **Recurring
+    contract billing** \> **Billing schedules** \> **All billing schedules**.
+
+2.  Select the billing schedule **USMF-000000001** you created in exercise 2 by
+    selecting the link.
+
+3.  Navigate to the **Billing schedule lines** FastTab.
+![Billing schedule page with the Billing schedule lines FastTab expanded to view the billing details.](../images/LP2P19.png)
+
+1.  Select **View billing detail**.
+![Billing schedule page with the Billing schedule lines FastTab expanded to view the billing details.](../images/LP2P20.png)
+
+1.  Review the schedule and note the new updated prices of billing schedule item
+    lines.
+![Billing schedule page with the View billing details menu expanded to view the billing details.](../images/LP2P21.png)
+
+1.  Close the form.