Oracle Financials Cloud: Using Receivables

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Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Call for In Class or Live Virtual Dates2$2,700 USDPurchase


Oracle Financials Cloud: Using Receivables

Description: This Oracle Financials Cloud: Using Receivables training teaches end users the functions needed to successfully perform their daily work. Expert Oracle University instructors teach you how to create and maintain customers, enter customer bills, process customer payments, manage revenue, and close a receivables period.

Learn To:

  • Identify the key concepts of the Credit to Cash flow and how their role is critical to the process
  • Use the Oracle Functional Setup Manager (FSM) to maintain Oracle Fusion Receivables
  • Identify the key common applications configurations for Receivables
  • Explain the Customer model and how to create and maintain customers
  • Process manual transactions and manage the AutoInvoice process
  • Process customer payments
  • Manage revenueCreate accounting, run reports, and close a period

Duration: 2 Days

Course Objectives:

  • Explain Accounts Receivable balances for period close
  • Explain funds capture in Oracle Fusion Payments
  • Create customer billing and payments
  • Understand Navigation and the Functional Setup Manager for maintenance
  • Discuss the key concepts of Oracle Financials Cloud: Using Receivables
  • Describe the key features of the common applications configurations for Receivables
  • Learn how to create and maintain customers
  • Understand transactions

Audience:

  • Cloud User
  • End Users
  • Financial Analyst

Prerequisites:

Topics:

Oracle Financials Cloud: Using Receivables Overview

  • Explaining the Available Resources
  • Understanding the Course Schedule
  • Discussing Oracle Financials Cloud Applications
  • Listing the Key Features of Credit to Cash Flow
  • Describing the New Features for Receivables

Introducing Oracle Fusion Navigation and the Functional Setup Manager

  • Navigating Oracle Fusion Applications
  • Exploring Dashboards
  • Examining Panels
  • Understanding the New ADFdi Icons
  • Understanding the Functional Setup Manager for Ongoing Maintenance

Common Applications Configurations and the Vision Story

  • Understanding Legal Structures
  • Describing Financial Reporting Structures
  • Discussing Ledgers
  • Explaining Business Unit Features
  • Explaining Reference Data Sets and Business Functions
  • Discussing Reference Data Sharing
  • Describing the Vision Corporation Story

Customers

  • Understanding the Customer Model
  • Discussing Customer Profile Classes
  • Creating a Customer
  • Merging Customers

Managing Customer Billing

  • Describing How to Create and Process Transactions
  • Managing the AutoInvoice Process
  • Using Balance Forward Billing
  • Understanding Recurring Billing
  • Processing Billing Adjustments
  • Updating Installments
  • Explaining Receivables Accrual Accounting Entries

Process Customer Payments

  • Defining a Bank Account and Receipt Class
  • Understanding Receipt Processing
  • Applying Customer Payments
  • Managing Automatic Receipts
  • Managing Lockbox
  • Managing Funds Capture
  • Processing Refunds
  • Processing Bank Deposits

Managing Revenue for Receivables

  • Processing Revenue for Receivables
  • Processing Revenue Adjustments for Receivables
  • Explaining Revenue Contingencies

Manage Accounts Receivables Balances

  • Describing the Create Accounting Process
  • Understanding the Receivables Predefined Reports
  • Closing a Receivables Accounting Period
  • Understanding the Financials Data Extract for Receivables Process

Using Credit Management

  • Describing the Credit Management Process
  • Opening a Credit Case Folder
  • Explaining Credit Limits in a Party Hierarchy
  • Calculating a Credit Score
  • Understanding Data Points
  • Understanding and Using the Credit Review Process

Localizations

  • Managing Golden Tax Transactions for China
  • Exporting Enterprise Financial Data for China
  • Describing the Reports by Country for EMEA
  • Understanding the Reports by Country for APAC
  • Explaining the Reports by Country for LAD
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