Überblick
In this intensive course, you'll learn about Oracle Advanced Collections, Release 12, implementation and usage. This course is designed for customers who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite 12.1.
Learn To:
- Perform integration steps with Oracle Applications.
- Configure and implement strategies or dunning plans as collections methods.
- Use Work Queue to quickly direct calls and emails to delinquent customers.
- Implement and maintain Oracle Advanced Collections.
Oracle Advanced Collections
This three day course is designed to cover the core elements of Oracle Advanced Collections. You learn to track transactions at customer, account, site or delinquency levels. Such fine-tuning allows you to create multi-level strategies across different levels for each customer, enabling greater clarity and collections for your business.
Maintain a Strong Collections Process
You will also learn to raise disputes, litigation, write-offs and repossession on transactions. These are some features that help maintain a strong and flexible collections process; this delivers desired financial strength for your business.
Product Integration
This course will help you leverage the tight integration offered by Oracle Applications across the E-Business Suite Financial products, Release 12.
Zielgruppe
- End Users
- Business Analysts
- Financial Analyst
- Implementation Consultant
Voraussetzungen
Required Prerequisites:
- Knowledge of Oracle Receivables and Oracle Payables
Suggested Prerequisites:
- Knowledge of Oracle Territory Manager
- Knowledge of Oracle Leasing and Finance Management
Kursziele
- Implement Collection Strategies
- Implement Collection Dunning Plan
Produktbeschreibung
- Key Features of Oracle Advanced Collections
- Managing Oracle Advanced Collections
- Setting Up Oracle Advanced Collections
- Implementing Oracle Advanced Collections
- Setting up Strategies
- Setting up Dunning Plans
- Searching the Customer Data
- Interacting with Customers
- Processing Transactions
- Managing Later-stage Delinquencies
- Setting up Scoring
Outline
Key Features of Oracle Advanced Collections
- Understanding the Collector's Work Queue
- Using the Collections Window
- Navigating the Profile Tab
- Navigating the Transactions Tab
- Navigating the History Tab
- Navigating the AgingTab
- Navigating the NotesTab
- Navigating the Accounts Tab
Managing Oracle Advanced Collections
- Setting up Administration Tasks
- Managing Delinquencies
- Managing Collection Methods
- Managing Work Items
- Running Collection Reports
Setting Up Oracle Advanced Collections
- Setting up Oracle Applications to Work with Oracle Advanced Collections
- Creating Employees
- Creating Resources
- Setting up Security and Responsibilities
- Setting up Collector's Work Queue
Implementing Oracle Advanced Collections
- Setting up Collections Questionnaire
- Setting up Collections Checklist
- Setting up Collections Task Pages
- Creating Scoring Components
- Creating Scoring Engines
Setting up Strategies
- Creating or Updating a Scoring Filter
- Selecting a Strategy Level
- Creating a Work Item Template
- Creating a Strategy Template
- Adding Work Items to a Strategy Template
- Creating or Update a Strategy Filter
- Setting up Strategies
Setting up Dunning Plans
- Setting Dunning Plan Aging Bucket
- Setting Collections Dunning Level
- Creating Dunning Plans
- Using Preconfigured Correspondence Templates and Queries
- Creating a Staged Dunning Plan
- Running Concurrent Programs for Dunning
Searching the Customer Data
- Optimizing Searches
- Filtering Dynamic Transaction Tables
- Using Quick Searches
- Using Expanded Searches
- Creating a List
- Saving a Query for Reuse
Interacting with Customers
- Viewing Customer Information
- Using Tabs
- Changing the Data Level View
- Designating Customer Contacts
- Viewing the Collections Tab in eBusiness Center
Processing Transactions
- Viewing Transaction Data
- Using Bill Presentment Architecture
- Processing Payments
- Reversing Payments
- Adjusting Invoices
- Disputing Invoices
- Viewing Claims
Managing Later-stage Delinquencies
- Understanding Collections Lifecycle
- Understanding Litigation
- Understanding Repossession
- Understanding Bankruptcy
- Recording a Bankruptcy
- Understanding Write-offs
Setting up Scoring
- Understanding Scoring Features
- Understanding Score Values
- Understanding Scoring Components Weights
- Understanding Score Objects
- Using Preconfigured Scoring Components
- Using Preconfigured Scoring Engines
Individueller Schulungseinstieg mit Oracle Training On Demand
Online-Training über das Internet, verfügbar rund um die Uhr, an sieben Tagen die Woche. Sie greifen auf gestreamte Vorträge zu, Whiteboards und Lab-Aktivitäten, können im Video suchen, es unterbrechen oder zurückspulen. Es handelt sich hierbei um aufgezeichnete Kurse. Der Zugang wird nur registrierten Benutzern gewährt (Named-User-Basis). Sie haben ab Wirksamkeitsdatum der Buchung 90 Tage Zugriff auf die Kurse.