Billing / Receivables Accelerated Rel 9.1

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Description

Billing

This course teaches you to use Enterprise Billing to customize, calculate, and submit invoices in multiple currencies and languages. Learn to manage bill cycles and streamline processes, creating a billing system that reflects the way you do business.

You will learn to maintain customers, enter bills online, use accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create InterUnit customers and bills, manage installment bills, and run reports.

Receivables

This course guides you through the major features of PeopleSoft Enterprise Receivables and provides you with a conceptual structure on which to base further learning whe…

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Billing

This course teaches you to use Enterprise Billing to customize, calculate, and submit invoices in multiple currencies and languages. Learn to manage bill cycles and streamline processes, creating a billing system that reflects the way you do business.

You will learn to maintain customers, enter bills online, use accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create InterUnit customers and bills, manage installment bills, and run reports.

Receivables

This course guides you through the major features of PeopleSoft Enterprise Receivables and provides you with a conceptual structure on which to base further learning when you return to your own business environment. You are guided through the necessary implementation procedures, and learn how to efficiently process transactions that affect customer account balances. Hands-on implementation activities enable you to define receivables processing controls, enter customer information, enter items and deposits, and apply payments. You learn to maintain items, update customer history and aging, and generate statements. You set up exception and collection data and use the Collections Workbench to efficiently manage credit, exceptions, and collections. Other activities show you how to use the PeopleSoft Enterprise Receivables automatic processes for applying payments, automatically maintaining receivables items, and posting open items.

Learn To:
  • Create InterUnit customers and bills
  • Generate invoices
  • Manage installment bills
  • Set up core receivables functions
  • Enter and process receivable items
  • Use aging, credit, exceptions, and collections

Audience
  • Functional Implementer

Course Topics Setting Up Shared Tables
  • Describing the PeopleSoft Table Structure
  • Describing PeopleSoft Billing Business Units
  • Creating SetIDs
  • Setting Up Installation Options and User Preferences
  • Describing Subcustomer Qualifiers
  • Setting Up Accounting and Payment Terms
  • Selecting Remit To Addresses
Setting Up Billing Tables
  • Setting Up Charge Codes and Units of Measure
  • Setting Up Discounts and Surcharges
  • Describing Workflow Duration
  • Setting Up Sales and Use Tax
Designing Invoices
  • Describing Invoice Setup
  • Defining Billing Specialists
  • Defining Bill Inquiry Phone Numbers
  • Creating Notes
  • Structuring Invoice Numbers
  • Defining Sort Options for Invoice Lines
  • Creating Summarization Templates
  • Defining Bill-By Identifiers and Billing Cycles
Defining Billing Default Settings
  • Setting Up Accounting Display Templates
  • Setting Up a Page Series
  • Setting Up Default Options for a SetID
  • Setting Up Bill Types
  • Setting Up Bill Sources
  • Setting Up System Level Default Options
Maintaining Customer Information
  • Describing Customer Roles
  • Describing Customer Information
  • Describing Contact Information
  • Setting Up Customers Using Quick Customer Create
Entering Bills Online
  • Describing the Standard Online Bill Entry Process
  • Entering Bill Information Online
  • Creating Express Bills
  • Viewing Bill Summary Information
  • Approval Framework for Invoices
Importing Data Through the Billing Interface
  • Describing the Import Data Process
  • Describing the Billing Interface Staging Tables
  • Describing the Status of Data in the Staging Tables
  • Reviewing Data in the Staging Tables
  • Describing the Billing Interface Process
Distributing Single and Consolidated Invoices
  • Describing the Invoice Generation Process Flow
  • Changing the Status of a Bill
  • Describing Finalization Options
  • Printing an Invoice
  • Generating an Invoice Register Report
  • Locating Bills
Adjusting Bills
  • Describing Invoice Adjustment Options
  • Adjusting Invoices
  • Adjusting Invoice Lines
  • Viewing Adjustment History
Establishing Receivables Business Units
  • Describing Business Units
  • Establishing a PeopleSoft Receivables Business Unit
  • Defining SetIDs
  • Using Record Groups
Defining Receivables Tables
  • Establishing Installation Options and User Preferences
  • Setting Up Core Credit and Collection Options
  • Setting Up Action Items and Item 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 Receivables Options
Defining Item Processing Tables
  • 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
Entering Items
  • Identifying Online and External Items
  • Entering Items Online
  • Receiving External Pending Items
  • Performing the Receivable Update Process
Defining Payment Processing
  • Setting Up Deposit Types
  • Defining Bank Account Information
  • Establishing Automatic Entry System Functions
Entering and Processing Payments
  • Describing Payment Methods
  • Entering Regular and Express Deposits
  • Processing Cash Drawer Receipts
  • Describing Electronic Payments
  • Receiving Lockbox Payments
  • Correcting Errors in Deposits
  • Managing Spreadsheet Payments
  • Entering and Reviewing Direct Journalled Payments
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
Using Payment Predictor
  • Describing Payment Predictor
  • Describing Algorithms and Groups
  • Constructing Payment Predictor
  • Using Payment Predictor
  • Analyzing Payment Predictor Reports
Maintaining Items
  • Using Maintenance Worksheets
  • Describing the Matching Process
  • Describing the Refund Process
  • Performing a Payment Unpost
  • Using Transfer Worksheets
Using the Automatic Maintenance Process
  • Setting Up Automatic Maintenance
  • Performing Automatic Maintenance
Aging Receivables
  • Defining History Elements
  • Setting Up Aging Control Tables
  • Creating History Inquiries and Aging Requests
  • Generating Aging Requests
Setting Up and Managing Credit, Collections and Exceptions
  • Setting Up System-Defined Conditions
  • Setting Up Reason and Collection Codes
  • Setting Up Actions, Action Owners, and Action Templates
  • Setting Up Collection and Assessment Rules
  • Determining and Generating Risk Scores
  • Running Condition Monitor
  • Using the Collections Workbench
Generating Statements
  • Describing Statement Types
  • Creating Statement IDs
  • Running the Statements Process
  • Printing Statements
  • Viewing Statements

Course Objectives
  • Use the Billing Interface to import data.
  • Maintain items
  • Run a single action and consolidated single action jobs
  • Manage customer history and aging
  • Adjust bills
  • Setting up and managing credit, exceptions, and collections
  • Set up Receivables business units and tables
  • Generate statements
  • Set up shared tables and Billing requirements
  • Enter items and deposits
  • Design invoices
  • Apply and manage payments
  • Set up customers
  • Use Payment Predictor
  • Enter bills online
  • Enter and process payments

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