JD Edwards EnterpriseOne Credit and Collections 9.0

This class will explain how the JD Edwards EnterpriseOne Accounts Receivable system is used for credit and collections management.

By the end of this class you will be able to:

• Manage credit information
• Process delinquency notices
• Process delinquency fees
• Describe how to calculate statistics for customer analysis
• Describe how to review statistical information for customers
• Describe the process for updating Accounts Receivable from address book
• Process statements

Learn To:

• Describing Account Activities
• Performing Credit Management Activities
• Describing Delinquency Fees
• Describing Setup Requirements for Credit and Collections
• Describing Deduction Processing
• Updating Customer Account Information

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Business Analysts
• Functional Implementer

Course Topics Business Process Overview

• Describing the Credit and Collections Business Process
• Describing Accounts Receivable System Integration

Entering Deductions

• Describing Deduction Processing
• Entering Deductions Associated with Invoices
• Entering Deductions Associated with Receipts

Resolving Deductions

• Describing Deduction Resolution Methods
• Resolving Deductions
• Describing How to Void Activities and Deductions

Managing Customer Account Balances

• Describing the Management of Customer Account Balances
• Updating Customer Account Information
• Working Accounts Using Accounts Balance Inquiry
• Describing How to Review Account Status Summary Information
• Describing How to Work Accounts Using Workflow Management
• Describing How to Review Parent/Child Balances

Managing Credit Information

• Describing Credit Management Activities
• Performing Credit Management Activities

Processing Delinquency Notices

• Describing Delinquency Notices
• Generating Delinquency Notices
• Approving Delinquency Notices
• Describing How to Purge Delinquency Notice Records

Processing Delinquency Fees

• Describing Delinquency Fees
• Generating Delinquency Fees
• Approving Delinquency Fees
• Describing How to Purge Delinquency Fee Records

Describing How to Review Statistical Information for Customers

• Describing the Online Review of Statistical Information
• Describing Accounts Receivable Analytical Reports

Describing the Update Accounts Receivable from Address Book Process

• Describing How to Ensure Accurate Information for Statements
• Describing the Update A/R from Address Book Program

Processing Statements

• Describing Accounts Receivable Statements
• Generating Statements
• Reviewing Statements Online

Course Objectives

• Describe Accounts Receivable System Integration
• Describe Accounts Receivable System Constants
• Set up Letter Text for Delinquency Notices and Statements
• Set up Delinquency Policies
• Assign Credit and Collection Information to Customers
• Enter Deductions Associated with Invoices
• Enter Deductions Associated with Receipts
• Update Customer Account Information
• Perform Credit Management Activities
• Generate Delinquency Notices