Course Overview
This Oracle R12 New Features Seminar is suitable for existing Oracle 11i users with an interest in learning more about the new features introduced with R12 of Oracle Financials. This includes finance personnel,IT support staff,contractors or Oracle functional implementers.
Course Objectives
By the end of this Oracle R12 New Features Seminar delegates will be able to explain the significant areas of improvement introduced within R12,This includes those which cross a number of modules such as eBusiness Tax and Sub-ledger Accounting,and those improvements specific to core modules such as General Ledger,Payables and Receivables.
Course Content
Oracle R12 New Features Seminar Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: OVERVIEW OF ORACLE R12 FINANCIALS SUITE
Session 2: NAVIGATION
- The Swan User Interface
- New search functionality
Session 3: MOAC – MULTI-ORG ACCESS CONTROL
- MOAC Profile Options
- Security Profiles
- Setting User Preferences
Session 4: LEGAL ENTITIES
- Defining Legal Entities
- New purposes for Legal Entities
Session 5: BANK ACCOUNTS
- Relationship to Legal Entities
- Structure
Session 6: TAX ENGINE
- Tax Configuration
- Regime to Rate Flow
- Party Tax Profiles
Session 7: AGIS – ADVANCED GLOBAL INTERCOMPANY SYSTEM
- Key Set ups
- Transaction processing
- Integration with Accounts Payable and Accounts Receivable
Session 8: GENERAL LEDGER
- Ledgers and Ledgers Sets
- Secondary Ledgers and Reporting Currencies
- Data Access Sets
- Definition Access Sets
Session 9: SUBLEDGER ACCOUNTING ENGINE
- The function of SLA – Subledger Accounting
- Accounting Methods Builder
- SLA Methods
- Application Accounting Definitions
- SLA Online Inquiries
Session 10: PURCHASING
- The Professional Buyers Work Centre
- Changes in iProcurement structure
Session 11: PAYABLES
- Integration with MOAC
- Invoice processing enhancements
- The Payments Manager
- AR / AP Netting
Session 12: RECEIVABLES
- Enhanced Revenue Recognition features
- Integration with MOAC
- Enhanced cash application features
- Working with Advanced Collections for credit control tasks
Session 13: ASSETS
- Removal of depreciation rollback function
- Auto Preparation of Mass Additions
Course Overview
The Oracle R12 iProcurement User course is designed for anyone who needs to raise requisitions or process receipts using Oracle R12 iProcurement.
Course Objectives
By the end of this course delegates will be able to use Oracle iProcurement to manage the requisition process. They will learn how to search for items to purchase,make comparisons between similar items and create a Shopping List for frequently purchased items. The approval process will be demonstrated so that delegates know how to monitor the progress of their requests. Delegates will learn how to process receipts,make corrections and record details of any returns.
Course Content
Oracle R12 iProcurement User Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: OVERVIEW OF ORACLE iPROCUREMENT
- Introduction
- Oracle iProcurement in the Procure to Pay Flow
- Content Management
- Shopping
- Checkout
- Requisition Tracking and Management
Session 2: PURCHASE ORDER PROCESSING
- Introduction
- AutoCreate a Standard Goods Purchase Order
Session 3: RAISING iPROCUREMENT REQUISITIONS
- Introduction
- Shopping
- Checkout Process
Session 4: RECEIPTING A PURCHASE ORDER IN iPROCUREMENT
- Introduction
- Express Receive
- Standard Receipting
- Returning Ordered Items
- Receipt Corrections
- View Receipts
Session 5: NON-CATALOG REQUESTS
- Smart Forms
- Information Templates
- Requisition Information
- Review Approver List
- Review and Submit
Session 6: iPROCUREMENT EXERCISES
Course Overview
This course is designed for buyers,finance staff,systems administrators and any other user who needs to be able to administer Oracle iProcurement content.
Course Objectives
By the end of this course delegates will be able to use Oracle iProcurement Catalog Administration to review or make changes to local content such as stores and content zones. They will also be able to explain key set up steps in relation to externally-managed content.
Course Content
Oracle R12 iProcurement Super User Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: OVERVIEW OF ORACLE iPROCUREMENT
- Introduction
- Oracle iProcurement in the Procure to Pay Flow
- Content Management
- Shopping and Checkout
Session 2: STORES
- Store types
- Creating Local Stores
- Sequencing Stores
- Test Stores Set Up
Session 3: CONTENT ZONES
- Content Zone Types
- Create a Local Content Zone
- Content Zone Security
- Assign Content Zone to a Store
- Create an Informational Content Zone
- Delete a Content Zone
- Content Zone Schema
- Create Item Categories
- Create Browsing Categories
- Add or Remove Category Mapping
Session 4: ADDING INTERNAL ITEMS
- Introduction
- Raising Blanket Purchase Agreements
Session 5: UPLOADING ITEMS FROM CATALOG ADMINISTRATION
- Introduction
- Raising Blanket Purchase Agreements
- Downloading Resource Files
- Completing the Template
- Uploading the Template
- Monitor and Test the Upload
Session 6: DESCRIPTORS
- Base Descriptors
- Add Edit or Delete a Base Descriptor
- Hide the Images in Search Results
- Category Descriptors
- Add Edit or Delete a Category Descriptor
Session 7: SMART FORMS
- Create a Smart Form
- Enter Header information
- Enter Default Item and Supplier Details
- Assign an Information Template
- Assign Smart Forms to a Store
- Edit Copy or Delete a Smart Form
- Define an Information Template
- Create Template Association
- Create Validation Sets
- Test Set Up
Session 8: PUNCHOUT OVERVIEW
- Overview of Punchout and Transparent Punchout
- Oracle Exchange
- Punchout
- Transparent Punchout
- Double Punchout
- Set up Steps for the Buyer
Session 9: IPROCUREMENT EXERCISES
Course Overview
This course is designed to give delegates the knowledge to set up and use Oracle General Ledger. Delegates will learn how to create an Accounting Setup,set up journals,define budgets and budget organisations and set budgetary controls. There will be opportunities to practice implementing many of the new features introduced in R12 General Ledger such as Primary and Secondary Ledgers,Reporting Currencies,Ledger Sets and Data & Definition Access Sets.
Course Objectives
By the end of the Oracle R12 General Ledger Setup & Management course,delegates will be able to identify the key implementation and setup issues of the Oracle General Ledger.
Course Content
Oracle R12 General Ledger Setup & Management Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: INTRODUCTION TO THE GENERAL LEDGER
- General Ledger Keywords and Concepts
- Overview of the General Ledger
- Define a Ledger
- Define a Ledger Set
- Define a Data Access Set
Session 2: ACCOUNTING CALENDARS
- Accounting Periods
- Accounting Calendars
- Define an Accounting Calendar
- Post Account Balances
Session 3: CHART OF ACCOUNTS STRUCTURE
- Flexfield Considerations
- Good Design Principles
- Define the Accounting Flexfield
- Parent/Child Accounts
- Rollup Groups and Summary Account Templates
Session 4: JOURNALS
- Key Set Up Considerations for GL Journals
- Set Up Options for Journaling
- Set Up Journal Options
- Journal Profile Options
- Journal AutoReversal Set Up Steps
- Define an AutoPost Criteria set
- Reports Listings and Inquiry Options for Journals
Session 5: GENERAL LEDGER SECURITY RULES
- Security Rules and Cross Validation Rules
- Define a Security Rule
- Cross Validation Rules
Session 6: MULTI CURRENCY
- Key Processes
- Defining a Reporting Currency
- Define a Cumulative Translation Adjustment Account
- Enter Daily Rates
- Enter Foreign Currency Journals
- Enter Period rates
- Enter Historical Rates
- Profile Options
- Work With Multiple Currencies in General Ledger
- Translate From Functional to Reporting Currency
- Transaction Level Conversion
- Inquiry and Reporting
Session 7: BUDGETING
- Overview of Budgeting
- Create Master and Detail Budgets
- Define Budgets
- Define Budget Organizations
- Protect a Budget Organization with a Password
- Set Budgetary Control Options for an Account Range
- Copy Account Ranges from an Existing Budget Organization
- Add or Change Individual Accounts
- Delete a Budget Organization
- Budget Reports and Listings
- Define a Rollup Group
- Assign Rollup Groups to Account Segment Values
- Create a Summary Account Template
- Carry Out a Budget Inquiry
Session 8: MULTI COMPANY ACCOUNTING
- Automatic Balancing of Inter-company Transactions
- Consolidating Multiple Companies
Session 9: ENCUMBRANCE ACCOUNTING
- Set up steps in General Ledger
- Set up steps in Purchasing
- Funds Inquiry
- Encumbrance reports
- Transaction processing examples
Course Overview
This Oracle R12 General Ledger New Features for Experienced 11i Users course is designed to give delegates practical experience of implementing and using the new features available in the Oracle R12 General Ledger module. Delegates will learn how to implement the new features introduced in R12 General Ledger such as Primary and Secondary Ledgers,Reporting Currencies,Ledger Sets and Data and Definition Access Sets.
Course Objectives
By the end of the Oracle R12 General Ledger New Features for Experienced 11i Users course,delegates will be able to identify and implement the key implementation and setup issues of the Oracle General Ledger.
Course Content
Oracle R12 General Ledger New Features for Experienced 11i Users Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: OVERVIEW OF THE NEW GENERAL LEDGER FEATURES
- Overview of the Oracle R12 New General Ledger Features
Session 2: DEFINE A CHART OF ACCOUNTS
- Ledgers and Ledger sets
- Primary and Secondary Ledgers
- Legal Entities
- Create a New Accounting Setup with the Accounting Setup Manager
- Define a Ledger
- Define a Ledger Set
- New Reporting Currency Features
- Define Data Access Sets
- Define and Assign Definition Access sets
- New Flexfield Qualifiers Features
- Generate the GL Ledger Flexfield
- Define Intercompany Accounts
- Define Intercompany Balancing Rules
Session 3: NEW JOURNAL FEATURES
- Manual Journal Entry New features
- Account Analysis and Drilldown
- Journal Reconciliation Processes
Session 4: WEB ADI
- Use the Journal Wizard to Enter and Upload a Journal
- Use the Budget Wizard to Enter and Upload Budgets
- Use the Currency Rates Manager to Enter and Upload Exchange Rate information
Session 5: GL SETUP EXERCISES
Course Overview
The Oracle R12 Advanced Collections course provides a thorough introduction to using the Dunning based Collections method provided by Oracle R12 Advanced Collections. Delegates will learn the key steps involved in the configuration of Oracle R12 Advanced Collections together with its use in day to day operations.
Course Objectives
By the end of this Oracle R12 Advanced Collections course delegates will be able to differentiate between the two key Collections methods. They will be able to identify,review and update key set up steps for Dunning-based credit control. They will be able to carry out day to day administrative tasks for Dunning-based Collections,as well as the range of Collections Agent user tasks,including running reports and reviewing customer metrics.
Course Content
Oracle R12 Advanced Collections Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: INTRODUCTION
- Collections Responsibilities
- Collections Agent
- Collections Manager
- Collections Administrator
- Collection Methods
- Dunning based Collections
- Operational Data Levels
Session 2: 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
Session 3: 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
- Review Scoring Engines
Session 4: STRATEGY SETUP OVERVIEW
- Strategy Overview
- Scoring Components
- Scoring Engines
- Work Items
- Strategies
- Strategy Defaults
- Enabling Strategies tab in Collections window
Session 5: 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
- 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
Session 6: 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
Session 7: REPORTS
- Reports
- Campaign / Collector Outcome Summary Report
- Promise Reconciliation Report
- Payment Campaign / Collector Summary / Detail Report
- Collections Campaigns
Session 8: LATER STAGE DELINQUENCIES
- Enable the Lifecycle tab in Collections
- Updating a Delinquency
- Litigation
- Repossession
- Bankruptcy
Session 9: METRICS
- Metrics
- View existing Metrics
- View Metrics in Collections window
Course Overview’
The Oracle R12 Accounts Receivable New Features for Experienced 11i Users course is designed to give delegates practical experience of implementing and using the new features available in the Oracle R12 Accounts Receivable module.
Course Objectives
To provide the skills necessary to setup customers,manage parties,setup revenue recognition rules and processing,define net agreements and batches,understand the bank account model,use advanced cash application functionality,create and enquire on subledger accounting,define receivables application tax options in Tax Manager,understand the principles of multi-organisation access control.
Course Content
Oracle R12 Accounts Receivable New Features for Experienced 11i Users Training Course
Course Contents – DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: INTRODUCTION
- Overview of New Features in Release 12 Receivables
- Integration with Other Modules
Session 2: New Customer Set Up
Session 3: Manage Parties
Session 4: NEW BANKING FEATURES
- The Bank Account Model
- Define Netting Agreements and Netting Batches
- Advanced Cash Application Functionality
Session 5: NEW SUBLEDGER ACCOUNTING FEATURES
- Create Subledger Accounting
- Enquire on Subledger Accounting
Session 6: THE TAX MANAGER
- Revenue Recognition Rules and Processing
- Using the Tax Manager
- Define Receivables Application Tax Options
- Migrate Taxes from 11.5 to 12
- Migrate tax Codes and Tax group
Session 7: MULTI ORGANISATION ACCESS CONTROL
- Principles of Multi-Organisation Access Control
Session 8: ACCOUNTS RECEIVABLE EXERCISES