Audience :

  • Business Analysts
  • AR Accountants

Objectives :

  • How to configure business units for the Order to Cash process
  • How to set up reference data sets
  • How to configure customer options, including customer profile classes and customer entry methods
  • How to configure invoice options
  • How to create and edit autoaccounting rules for a business unit
  • How to configure transaction types and transaction sources
  • How to configure Receivables system options and AutoInvoice
  • How to set up receipt configurations and lockboxes
  • How to configure Cloud Tax for Receivables
  • How to perform revenue management within the Receivables application, including recognizing revenue and performing revenue adjustments