eSettlements 8.9 Overview - Self-Study Course

This seminar will walk through the features available in the new 8.9 releases and discuss how eSettlements supports best practices.

Learn To:

• Recognize new features in eSettlements 8.9
• Describe how eSettlements supports best practices

Audience

• Business Analysts
• Functional Implementer
• Project Manager
• Sales Consultants

Course Topics eSettlements 8.9

• Source to Settle Overview
• Optimize Source to Settle
• eSettlements Highlights
• eSettlement 8.9 Features
• Two Models

Automate Your Payables Process

• Electronic Invoices
• Supplier Self Service
• Online Approvals
• Online Dispute Resolution
• E-Mail Notifications
• Electronic Payments and Remittance
• What Will See in eSettlements vs AP?
• Optimize Your Source to Settle Process

Navigation

• Configuration
• eSettlements Center
• Buyer Dashboard
• "My Invoice Lines": Line Level Approver
• Supplier Dashboard

Supplier Self Service

• Invoice
• Copy PO

Review Invoices Expose Chartfields

• Required Setup
• Chartfields Default

Invoice Process Flow Invoice Approval

• Header Level
• Line Level Approval Overview
• Line Level Approval
• Line Level Dispute
• Line Level Approval Setup
• User Profiles
• Line Level Approval Rules
• Line Level Approval Processing Tips and Status

Payment Schedule Disputes

• Review Invoice Disputes

Integration with Instant Messenger

• Instant Messenger Setup

Cancel Payments Setup Details Buyer Registration Supplier Registration Agreements Setup changes: Role Types

• Role Types: What Do They Mean? What Do They Do?

PeopleTools Security

• User
• Role Names
• Permission Lists
• Component Permissions
• Page Permissions
• Mapping Roles to Role Types
• User Profiles

Email Notifications

• Notification Types
• Buyer Email Notifications
• Notifications Setup
• Buyer Agreement Override
• Supplier Email Notifications
• Reminder Day Notifications

eSettlements and Financial Gateway eSettlements Supports Best Practices
Course Objectives

• Understand the benefits of automating your payables process with eSettlements
• Recognize new features in eSettlements 8.9
• Describe how eSettlements supports best practices