R12.x Oracle Advanced Collections Fundamentals

In this intensive course, you'll learn about Oracle Advanced Collections, Release 12, implementation and usage. This course is designed for customers who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite 12.1.

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Course Objective

Perform integration steps with Oracle Applications.
Configure and implement strategies or dunning plans as collections methods.
Use Work Queue to quickly direct calls and emails to delinquent customers.
Implement and maintain Oracle Advanced Collections
Implement Collection Strategies
Implement Collection Dunning Plan

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Target Audience

Analyst
End User
Implementer

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1. Key Features of Oracle Advanced Collections

· Understanding the Collector's Work Queue

· Using the Collections Window

· Navigating the Profile Tab

· Navigating the Transactions Tab

· Navigating the History Tab

· Navigating the Aging Tab

· Navigating the Notes Tab

· Navigating the Accounts Tab

2. Managing Oracle Advanced Collections

· Setting up Administration Tasks

· Managing Delinquencies

· Managing Collection Methods

· Managing Work Items

· Running Collection Reports

3. Setting Up Oracle Advanced Collections

· Setting up Oracle Applications to Work with Oracle Advanced Collections

· Creating Employees

· Creating Resources

· Setting up Security and Responsibilities

· Setting up Collector's Work Queue

4. Implementing Oracle Advanced Collections

· Setting up Collections Questionnaire

· Setting up Collections Checklist

· Setting up Collections Task Pages

· Creating Scoring Components

· Creating Scoring Engines

5. Setting up Strategies

· Creating or Updating a Scoring Filter

· Selecting a Strategy Level

· Creating a Work Item Template

· Creating a Strategy Template

· Adding Work Items to a Strategy Template

· Creating or Update a Strategy Filter

· Setting up Strategies

6. Setting up Dunning Plans

· Setting Dunning Plan Aging Bucket

· Setting Collections Dunning Level

· Creating Dunning Plans

· Using Preconfigured Correspondence Templates and Queries

· Creating a Staged Dunning Plan

· Running Concurrent Programs for Dunning

7. Searching the Customer Data

· Optimizing Searches

· Filtering Dynamic Transaction Tables

· Using Quick Searches

· Using Expanded Searches

· Creating a List

· Saving a Query for Reuse

8. Interacting with Customers

· Viewing Customer Information

· Using Tabs

· Changing the Data Level View

· Designating Customer Contacts

· Viewing the Collections Tab in eBusiness Center

9. Processing Transactions

· Viewing Transaction Data

· Using Bill Presentment Architecture

· Processing Payments

· Reversing Payments

· Adjusting Invoices

· Disputing Invoices

· Viewing Claims

10. Managing Later-stage Delinquencies

· Understanding Collections Lifecycle

· Understanding Litigation

· Understanding Repossession

· Understanding Bankruptcy

· Recording a Bankruptcy

· Understanding Write-offs

11. Setting up Scoring

· Understanding Scoring Features

· Understanding Score Values

· Understanding Scoring Components Weights

· Understanding Score Objects

· Using Preconfigured Scoring Components

· Using Preconfigured Scoring Engines

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R12.x Oracle Advanced Collections Fundamentals

R12.x Oracle Advanced Collections Fundamentals

Uplatz

IT Training

IT Training

General