Oracle Fusion Cloud Financials: Advanced Collections Fundamentals

• 1 Oracle Fusion Cloud Financials: Collections Fundamentals Overview
• Course Objectives
• Course Schedule
• Lesson Objectives
• Introduction to Oracle Cloud Applications
• Oracle Cloud Strategy
• Oracle Cloud Applications: Product Families
• Oracle Financials Cloud: Overview
• Financials Cloud: Key Features
• Advanced Collections: Overview
• Collections Work Area
• Collections Work Area Infotiles
• Summary

Configuring Collections

• Objectives
• Managing Collections Preferences: Overview
• Global Preferences
• Preferences
• Correspondence
• Demonstration
• Collections Shared Setups: Overview
• Required Shared Setups
• Collections Implementation Tasks
• Aging Method: Overview
• Creating an Aging Method
• Practice
• Collector: Overview
• Collectors Descriptive Flexfield
• Practice
• Dunning Configuration
• Dunning Features
• Aged or Staged Dunning Methods: Overview
• Implementation Considerations for Dunning
• Predefined Dunning Templates
• Customer Dunning Configuration
• Message Content for Dunning Letters Delivered Using Email
• Practice
• Summary

Designing and Using Scoring and Strategies

• Objectives
• Scoring and Strategies: Overview
• Scoring Formulas: Overview
• Scoring Formula Data Points: Overview
• Scoring Formula Status and Segment
• Data Points and Formulas: Example
• Expanded Scoring Data Points
• How Data Points, Scoring Formulas, and Strategies Work Together
• Practice
• History of Collections Scoring Details
• How Collections Strategies Support Activities
• Managing Collections Strategies
• Setting Up Strategies
• Collections Strategies Tasks: Example
• Collections Strategies by Transaction Type
• Collections Strategies by Transaction Type – An Example
• Flexible Wait Time Settings for Collections Strategy By Transaction Type
• Practices
• Collections Scoring and Strategy Assignments by Segment
• Managing Collections Strategy Assignments Types
• Default Strategy Assignments by Segment
• Predelinquent Strategy Assignments by Segment
• Demonstration
• Assign Predelinquent Strategies to Transactions
• Viewing Predelinquent Strategy Assignments
• Collections Strategies for Individual Transactions
• Individual Transaction Collection Strategy Tasks for External Systems
• Viewing Strategy Manual Tasks
• Strategy Processes: Overview
• Collections Delinquency Management Process
• Collections Scoring and Strategy Assignment Process
• Summary

Setting Up Customers and Transactions

• Objectives
• Customers and Parties
• The Trading Community Model
• Managing Customers
• Managing Customer Profile Classes
• Profile Class Tab: Part One
• Profile Class Tab: Part Two
• Late Charges Tab
• Practice
• Customer Model
• Header
• Address
• Address Business Purposes
• Simplified Customer Upload
• Practice
• Receivables: Overview
• Transactions: Overview
• Invoice Components: Part One
• Invoice Components: Part Two
• Creating an Invoice Manually
• Transaction Defaults
• Invoice Lines
• Invoice Distributions
• Completing Transactions
• Creating and Processing Transactions
• Practice
• Summary

Using Collections

• Objectives
• Collections Work Area
• Collections Work Area Infotiles
• Delinquent Customer Infotile
• Promises Infotile
• Strategy Tasks Infotile
• Activities Infotile
• Delinquent Infotile
• Delinquent Customer Infotile and Delinquent Customer Detail
• Profile Tab
• Options for Profile Details
• Options for Profile Details: Metrics
• Options for Profile Strategies
• Collector Update of Invoice Attributes and Contacts in Collections
• Options for Transactions Details
• Preview
• Advanced Collections Case Folder
• Performing Collection Activities from the Case Folder
• Practices
• Pay
• Practice
• Dispute
• FAQs for Process Collections Disputes
• Practice
• Attachment Category in Dispute Creation
• Implementing Attachment Security
• Adjust
• Adjustment Actions
• Practice
• Promise to Pay
• Promise to Pay Work Area
• Promise to Pay Status and State
• Practice
• Aging
• Contact
• Managing Customer Correspondence
• History
• Communication
• Enhanced Notes Capabilities
• Capture Notes for Collections Strategy Tasks
• Prerequisite for Requesting a Bankruptcy
• Requesting a Bankruptcy
• Processing a Bankruptcy Request
• Demonstration
• Configurable Collections Bankruptcy Workflow Notification
• Collection Manager Dashboard: Manage Resources
• Employ Query By Example in Collector Searches on the Manage
• Resources page
• Collections Manager Dashboard: Metrics
• Collection Metrics
• Practice
• Current and Delinquent Formulas
• Days Sales Outstanding Metrics
• Calculating Days Sales Outstanding Metrics
• Calculating Weighted Average Metrics
• Weighted Average Days Paid
• Promise Metrics
• Practice
• Email of Open Transactions to Customers
• Summary

Reviewing Reports and Analytics

• Objectives
• Collections Predefined Reports
• Collections Predefined Reports by Type
• Collections Aging Reports
• Collections Aging 4 Bucket Report
• Practice
• Collections Aging By Collector 7 Bucket Report
• Practice
• Collections Aging by Common Currency Report
• Practice
• Validate Customer Dunning Setup Report
• Practice
• Collections Promise Reconciliation Report
• Practice
• Configurable Collections Activity Management Notification
• Summary