Lab - Create a new main account

  • 5 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter.
  5. Select No in the Networks page.
  6. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  7. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  8. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  9. Your mouse cursor is now in the Password page.
  10. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  11. In the Save password window, select Never.
  12. Select Accept in the Permissions requested page.
  13. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario

For this lab, use the USMF company account in the Contoso demo data set to create a new main account.

  1. Go to General ledger > Chart of accounts > Accounts > Main accounts.

  2. Select New.

  3. In the Main account field, enter 110155.

  4. In the Name field, enter Bank account- USMF.

  5. In the Main account type field, select Asset.

  6. In the Main account category field, select CASH.

  7. In DB/CR default, select Debit.

  8. Expand the Legal entity overrides FastTab and then select Add.

  9. Select USMF > Add.

  10. Select Save. See the new Bank account- USMF listed in the filter in the left-hand pane.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.