Oracle/PeopleSoft Receivables Rel 9.2 Ed 1

PeopleSoft Receivables Rel 9.2 Ed 1 Certification Training Course Overview

Enroll for the 5-days PeopleSoft Receivables Rel 9.2 Ed 1course from Koenig Solutions accredited by Oracle. 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.

Learn To:

  • 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.

Benefits to You

Enrolling in this course will help you optimize insight into and streamline your accounts receivable processes to accelerate collections, reduce credit risk, resolve exceptions quickly and ultimately decrease your cost of working capital. You'll better understand the configuration options and processes in PeopleSoft Receivables so that you can make improved decisions about managing customers, payments and collections.

Target Audience:

  • Implementer

PeopleSoft Receivables Rel 9.2 Ed 1 (40 Hours) Download Course Contents

Live Virtual Classroom Fee On Request
Group Training
22 - 26 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 - 10 Dec 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR)
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8 Hours
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Course Modules

Module 1: Describing the Scope of PeopleSoft Receivables
  • Describing Receivables Implementation
  • Describing PeopleSoft Receivables Integrations
Module 2: Establishing PeopleSoft Receivables Business Units
  • Describing Business Units
  • Establishing a PeopleSoft Receivables Business Unit
  • Defining SetIDs
  • Using Record Groups
Module 3: Setting Up Receivables Options
  • Establishing Installation Options and User Preferences
  • Setting up Core Credit and Collection Options
  • Setting up Action Owners and Audit History
  • Setting Up Receivables Audit Logging Using the Financials Audit Framework
  • Setting Up Payment Terms
  • Establishing Reference Qualifier Codes
  • Setting Up Detail Calendars
  • Setting Up PeopleSoft Receivables Options
Module 4: Setting Up Customers
  • Entering Customer Information
  • Modifying Customer Credit Profiles
  • Entering Additional Customer Information
  • Establishing Contacts
  • Maintaining Customer Information
Module 5: Setting Up Item Processing
  • Describing Item Processing Tables
  • Identifying Group Types
  • Setting Up Origin IDs
  • Describing and Securing ChartFields
  • Setting Up Distribution Codes
  • Identifying System Functions
  • Identifying Entry Types and Entry Reasons
  • Establishing Item Entry Types
Module 6: Entering Items
  • Identifying Online Items and External Items
  • Entering Items Online
  • Receiving External Pending Items
  • Performing the Receivable Update Process
Module 7: Managing Item and Customer Inquiries and Maintenance
  • Reviewing Item Information
  • Updating Item Details
  • Using Conversations
  • Researching Customer Accounts
  • Using the Receivables WorkCenter
Module 8: Defining Payment Processing
  • Setting Up Deposit Types
  • Defining Bank Account Information
  • Establishing Automatic Entry System Functions
Module 9: Entering Payments
  • Describing Payment Methods
  • Entering Regular Deposits
  • Entering Express Deposits
  • Describing Electronic Payments
  • Receiving Lockbox Payments
  • Correcting Errors in Deposits
  • Managing Spreadsheet Payments
  • Journaling Payments Directly
Module 10: Managing Payment Worksheets
  • Building Payment Worksheets
  • Applying Payments Across Business Units
  • Analyzing Overpayments
  • Applying Underpayments
  • Inquiring on Payments Set to Post
  • Applying Payments to Items Using Multiple Currencies
  • Running the Journal Generator Process
  • Performing Payment Inquiries
Module 11: Using Payment Predictor
  • Describing Payment Predictor
  • Describing Algorithms and Groups
  • Constructing Payment Predictor Methods
  • Using Payment Predictor
  • Analyzing Payment Predictor Reports
Module 12: Managing Item Maintenance
  • Using Maintenance Worksheets
  • Describing the Matching Process
  • Describing the Refund Process
  • Performing a Payment Unpost
  • Using Transfer Worksheets
Module 13: Using the Automatic Maintenance Process
  • Setting Up Automatic Maintenance
  • Performing Automatic Maintenance
Module 14: Aging Receivables
  • Defining History Elements
  • Setting Up Aging Control Tables
  • Creating History Inquiries and Aging Requests
  • Generating Aging Reports
Module 15: Generating Statements
  • Topic details are not available.
Module 17: Appendixes
  • Topic details are not available.
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Course Prerequisites

Suggested Prerequisite

  • Financial Solutions Rel 9.2 New Features

Required Prerequisite

  • Use of control tables to enforce business rules
  • Understanding of basic navigation and PeopleSoft concepts.
  • Able to run processes and reports

Course objectives:

  • Set up and process items
  • Manage payment setup and processing
  • Manage item and journal maintenance
  • Use aging, credit, exceptions, and collections
  • Describe PeopleSoft Receivables 9.2
  • Set up the core receivables functions