PeopleSoft Billing | Receivables Accelerated Training Rel 9.1

PeopleSoft Billing | Receivables Accelerated Training Rel 9.1

Introduction:

PeopleSoft Billing | Receivables Accelerated Training Rel 9.1 Course Hands-on

Billing

This PeopleSoft Billing | Receivables Accelerated Training Rel 9.1 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, with PeopleSoft Billing | Receivables Accelerated Training Rel 9.1 you will also learn to create InterUnit customers and bills, manage installment bills, and run reports.

Receivables

This PeopleSoft Billing | Receivables Accelerated Training Rel 9.1 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.

PeopleSoft Billing | Receivables Accelerated Training Rel 9.1Related Courses:

Duration: 5 days

Prerequisites:

Able to run processes and reports
Understanding of basic navigation and PeopleSoft concepts
Understanding of relational databases
Use of control tables to enforce business rules

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Functional Implementer

What You Will Learn:

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

Skills Gained:

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

Course Content:

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

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Time Frame: 0-3 Months4-12 Months

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