Course Date | Start Time | End Time | Time Zone | Location | Days | Price | |
---|---|---|---|---|---|---|---|
Nov 20, 2023 | 09:00 | 05:00 | EST | Live Virtual Class | 5 | $5,000 USD | Purchase |
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