Oracle R12 Essentials for Implementers

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http://www.perpetual-solutions.com/tr...
Provider score: 10
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Overview

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Schedule:
Daytime
Run time:
3 Days
Location type:
Open

completion, maximum participants, and starting dateplaces are unknown for this course.

Prerequisites:

Anyone who requires a comprehensive functional foundation for further R12 E-Business Suite training offerings. This might include functional implementers, those involved in providing first line support or operational managers who are involved in the implementation process.

Course Description:

This course is designed for functional implementers or anyone who requires a full functional foundation for further R12 E-Business Suite training.Delegates will learn how to navigate within R12 Oracle E-Business Suite. They will be able to explain in concept the major architectural components of R12 Oracle E-Business Suite. They will be able to describe the features and benefits of Multiple …

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Description

Prerequisites:

Anyone who requires a comprehensive functional foundation for further R12 E-Business Suite training offerings. This might include functional implementers, those involved in providing first line support or operational managers who are involved in the implementation process.

Course Description:

This course is designed for functional implementers or anyone who requires a full functional foundation for further R12 E-Business Suite training.Delegates will learn how to navigate within R12 Oracle E-Business Suite. They will be able to explain in concept the major architectural components of R12 Oracle E-Business Suite. They will be able to describe the features and benefits of Multiple Organization Access Control (MOAC). Delegates will practice defining Key and Descriptive Flexfields. They will be able to identify shared entities across the R12 Oracle E-Business Suite. They will learn the key features and benefits of R12 Oracle Workflow. They will be able to describe the basic tasks and concepts behind R12 Oracle System Administration. Finally they will learn how to work with Oracle Alerts.

The delegate will practice:

  • Dunning Plan set up
  • Using Correspondence templates
  • Setting Profile Options
  • Defining Strategies
  • Using Scoring Components
  • Administering Scoring Engines
  • Processing Work Items
  • Carrying out User Procedures
  • Using the Universal Work Queue
  • Transaction processing
  • Processing Promises to Pay
  • Placing Invoices in Dispute
  • Creating Callbacks
  • Administering of Broken promises
  • Dunning Plan and Strategy administration
  • Running Reports
  • Managing Later Stage Delinquencies
  • Using Metrics

This course includes the following modules:

Introduction

  • Collections Responsibilities
  • Collections Agent
  • Collections Manager
  • Collections Administrator
  • Collection Methods
  • Dunning
  • Strategies
  • Operation Data Levels

Setup in Related Applications

  • Set up in Related Applications
  • Define Employees
  • Define Collectors
  • Define Resource Groups
  • Define Resources
  • View Resource Hierarchy
  • Assign Collectors
  • Define Profile Classes
  • Other Related Applications
  • iReceivables
  • Notes
  • Tasks
  • XML Publisher
  • Customer Interaction Tracking
  • Oracle Customer Interaction History
  • Other Applications

Dunning Setup Overview

  • Dunning Set up
  • Set up Questionnaire
  • Pre-configured Elements
  • Collectors Work Queue Nodes
  • Work Queue Profile Options
  • Dunning Plan Set up Requirements
  • Set the Collections level
  • Create Templates for Dunning Correspondence
  • Select an Aging Bucket for Dunning Plans
  • Set Dunning level
  • Create a Dunning Plan
  • Set up the UWQ for Dunning Plans
  • Set up Scoring Engines

Strategy Setup Overview

  • Strategy Overview
  • Scoring Components
  • Scoring Engines
  • Work Items
  • Strategies
  • Strategy Defaults
  • Enabling Strategies tab in Collections window

User Procedures

  • Advanced Collections User Interface
  • Collections window
  • Collections tab
  • Profile
  • History
  • View Correspondence History
  • View Adjustment History
  • View Promises History
  • View Dispute History
  • View Interaction History
  • Accounts
  • Transactions
  • Aging
  • Notes
  • Tasks
  • Loan
  • Collectors Work Queue
  • Customer Search
  • Quick and Expanded Search
  • Saved Results
  • Designating Collections and Dunning Contacts
  • Transaction Processing
  • Payment Processing
  • Promises to Pay
  • Reversing Payments
  • Adjusting Invoices
  • Place an Invoice in Dispute
  • AR Credit Memo Approval Request
  • Working with the eBusiness Center
  • Process a Callback
  • Creating Tasks Manually
  • Broken Promise Items
  • Transfer ownership of a Callback task
  • Update a Callback task
  • Reassign Ownership
  • Reassign Ownership for a Fixed Time Period

Administer Dunning Plans

  • Dunning Plan Administration
  • IEX: Promise Reconciliation
  • IEX: Scoring Engine
  • IEX: Send Dunnings for Delinquent Customers
  • IEX: Create Dunning and Broken Promise Callbacks
  • IEX: Populate UWQ Summary Table

Administer Strategies

  • Strategy Administration
  • Viewing Strategies
  • Changing Work Items
  • Skip an assigned item
  • Add a work item
  • Changing a Strategy
  • Manager Review of Strategies

Reports

  • Reports
  • Campaign / Collector Outcome Summary Report
  • Promise Reconciliation Report
  • Payment Campaign / Collector Summary / Detail Report
  • Collections Campaigns

Later Stage Delinquencies

  • Enable the Lifecycle tab in Collections
  • Updating a Delinquency
  • Litigation
  • Repossession
  • Bankruptcy

Metrics

  • Metrics
  • View existing Metrics
  • View Metrics in Collections window

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