PeopleSoft Receivables Rel 9.2

DesTech
Remote
Schedule

Partner
Remote
Schedule

Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Feb 13, 202309:0005:00ESTToronto - In Class or by Video Conference5$5,000 USDPurchase
May 8, 202309:0005:00EDTToronto - In Class or by Video Conference5$5,000 USDPurchase
Aug 21, 202310:0006:00EDTToronto - In Class or by Video Conference5$5,000 USDPurchase
Nov 20, 202309:0005:00ESTToronto - In Class or by Video Conference5$5,000 USDPurchase


PSRECBL9.2

PeopleSoft Receivables Rel 9.2

This PeopleSoft Receivables Rel 9.2 course provides step-by-step instructions for working with the fundamentals of PeopleSoft Receivables 9.2. You'll learn about Receivables management and collections functions from the ground up, which includes key Receivables processes.

Duration: 5 Days

Prerequisites

  • Understand basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules
  • Able to run processes and reports
  • Intro to PeopleSoft for Financial Management Solutions and Supply Chain Management
  • PeopleSoft Financial Solutions Rel 9.2 New Features (suggested)

Audience

  • Functional Implementers

Learning Objectives

  • Set up Receivables core data
  • Enter online and external pending items
  • Define payment processing
  • Enter and upload deposits, and enter lockbox and electronic payments
  • Manage payment worksheet entries and processing
  • Manage payment exceptions and collections
  • Use customizable work spaces and charts that centralize customer and payment data
  • Gain insight into receivables information through the use of inquiry pages and reports

Topics

  • Describing the Scope of PeopleSoft Receivables
  • Establishing PeopleSoft Receivables Business Units
  • Setting Up Receivables Options
  • Setting Up Customers
  • Setting Up Item Processing
  • Entering Items
  • Managing Item and Customer Inquiries and Maintenance
  • Defining Payment Processing
  • Entering Payments
  • Managing Payment Worksheets
  • Using Payment Predictor
  • Managing Item Maintenance
  • Using the Automatic Maintenance Process
  • Aging Receivables
  • Generating Statements
  • Managing Credit, Collections, and Exceptions
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