This Oracle Financials Cloud: Receivables to Collections Implementation training teaches you the steps needed to implement Oracle Fusion Receivables to Collections. Our expert instructors will teach you how to follow the Financials offering task list in Oracle Fusion Functional Setup Manager.
Preview
By the end of this training you will learn:
Identify the key concepts of Oracle Financials Rapid Implementation that determine a successful implementation.
Use Oracle Functional Setup Manager (FSM) to implement Oracle Receivables to Collections.
Understand integration points, implementation considerations.
Set up Tax, Subledger Accounting, Receivables, Cash Management, Advanced Collections, and related products to support the financial flows.
Test your setups by creating an invoice, receiving a payment, and reconciling the payment with a bank statement.
Course Contents
Day 1
Oracle Financials Cloud: Receivables to Collections Implementation Overview
Explain Oracle Fusion implementation resources
Understand the course schedule
Discuss Oracle Financials Cloud Applications
Understand the key features of Receivables to Collections
Introducing Oracle Fusion Navigation
Navigate Oracle Fusion Applications
Explore dashboards
Examine panels
Review infolets and infotiles
Introducing Functional Setup Manager
Describe Oracle Fusion Functional Setup Manager
Browse and configure offerings and functional areas
Review the Oracle Fusion Financials offering
Review the reports associated with the Oracle Fusion Financials offering
Create an implementation project
Explain setup data export and import
Overview of Security
Understand the Cloud security methodology
Plan your use of the security implementation
Identify the components of data security and tasks associated with these components
Discuss how roles can be assigned automatically or manually to users
Explore the new Security Console to customize users
Review the audit reports and resources
Day 2
Enterprise Structures and Ledgers Overview
Understand enterprise structures
Describe reporting structures setups
Understand ledgers
Understand Rapid Implementation tasks
Configuring Business Units and Reference Data Sets
Explain Business Unit features
Discuss business unit considerations
Define business units
Explain reference data sets and business functions
Discuss reference data sharing
Configuring Oracle Fusion Receivables for Transactions
Understand the key concepts in Oracle Fusion Receivables for transactions
Understand how the Rapid Implementation spreadsheet created setups for Receivables
Understand the required setups for transactions and revenue management
Explain the optional setups for transactions and revenue management
Customers
Understand the customer model
Discuss customer profile classes
Create a customer
Day 3
Receivables Invoices Overview
Describe the key features of processing transactions
Explain how to input invoices manually
Discuss the key concepts of the auto invoice process
Configuring Customer Receipts and Payments for Funds Capture
Understand Customer Receipts
Describe funds capture payment methods
Manage funds capture process profiles
Explain internal payees and routing rules
Define system security options
Configuring Oracle Fusion Advanced Collections
Set up and maintain Collections
Define aging, collectors, and dunning
Define Collections preferences
Manage strategy tasks and strategies
Manage scoring data points and formulas
Configure notes
Describe the Advance Collections Matrix
Reporting for Receivables & Advanced Collections
Understand and run reports for Receivables
Run Advanced Collections reports
Apps2Fusion Articles 