11i Trade Management: Implementing Deduction Management

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11i Trade Management: Implementing Deduction Management

Oracle University
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Description

This course describes the features, functions, and benefits of Deduction Management. It includes conceptual information, task descriptions, and procedures for implementing and using Deduction Management. It also provides an overall overview of Oracle Trade Management, and explains how the Deduction Management module fits in.

The course explains how the Deduction Management module integrates with other Oracle applications to provide the required functionality. The examples and scenario-based practices in the course demonstrate how you can implement Deduction Management to solve real-time business issues.

  • Describe the Oracle Trade Management modules and explain how the Claims module fits in.

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Didn't find what you were looking for? See also: Oracle 11i, PL/SQL, COBIT, E-commerce, and M&A (Mergers & Acquisitions).

This course describes the features, functions, and benefits of Deduction Management. It includes conceptual information, task descriptions, and procedures for implementing and using Deduction Management. It also provides an overall overview of Oracle Trade Management, and explains how the Deduction Management module fits in.

The course explains how the Deduction Management module integrates with other Oracle applications to provide the required functionality. The examples and scenario-based practices in the course demonstrate how you can implement Deduction Management to solve real-time business issues.

  • Describe the Oracle Trade Management modules and explain how the Claims module fits in.
  • Describe how Deduction Management can enable organizations to solve claim-related issues and reduce costs.
  • List the Claim Processes, Functions, and Integrations.
  • Implement and Use Deduction Management.

Audience
  • Functional Implementer

Course Topics Oracle Trade Management Overview
  • Oracle Trade Management modules
  • Oracle Trade Management integrations
Introduction to Claim and Deduction Management
  • Industry Issues - Claims and Deductions
  • Claim and Deduction Management in Oracle Trade Management
Claim Processes and Functions
  • Claim Creation Functions
  • Claim Assignment Functions
  • Claim Research Functions
  • Claim Approval Functions
  • Claim Settlement Functions
Oracle E-Business Suite Mandatory Dependencies
  • Integration With Oracle Marketing
  • Integration With Oracle Receivables
  • Integration With Oracle Payables
  • Integration With Oracle Order Management
  • Integration With Oracle Inventory
  • Integration With General Ledger
  • Integration With Oracle Territory Management
  • Integration With Advanced Pricing
Multi-Org, Multi-Set Of Books, and Multi-Currency Support
  • What is Multi-Org
  • Set Of Books
  • Operating Units
  • Inventory Org
  • What is Org-Striping
Basic Setups for Implementing Claims
  • Setting Up Profile Options
  • Verifying Lookups
  • Running Concurrent Programs
  • Setting System Parameter Defaults
  • Setting Up Trade Profiles
  • Maintaining Team Access and Security
Setups for Claim Creation and Assignment
  • Setting Up Claim Types and Reasons
  • Importing and Mapping Customer Reason Codes
  • Implementing the Claim Creation API
  • Claim Assignment Methods
  • Territories and Claim Assignment
  • Implementing the Claim Assignment API
  • System Parameter Defaults and Claim Assignment
Creating and Assigning Claims
  • Claim Classes
  • Creating a Claim or a Debit Claim
  • Creating a Deduction or an Overpayment
  • Creating Claim Lines
  • Associating Earnings with Claim Lines
Setups for Claim Research and Approval
  • Setting Up Oracle Discoverer
  • Setting Up the History Rule
  • Setting Up the Claim Aging View
  • Setting Up Claim Approval Rules
Researching and Approving Claims
  • Splitting a Claim
  • Identifying Duplicate Claims
  • Viewing Claim Source
  • Claim Statuses
Setups for Claim Settlement, and Settling Claims
  • Setting up Mass Settlement of Claims
  • Setting Up Autopay
  • Claim Settlement Methods
  • Claim Classes and Settlement Methods

Course Objectives
  • Explain how the Deduction Management module can enable organizations to solve issues and reduce claim-related costs
  • Explain the key processes and functions of the Claims module
  • Explain how the Deduction Management module integrates with other Oracle applications and explain the value of each integration point
  • Implement and use Deduction Management

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