PeopleSoft - Course Details

BRAR91 Billing / Receivables Accelerated Rel 9.1

PeopleSoft Course Description:
You will learn to maintain customers, enter bills online, use accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create InterUnit customers and bills, manage installment bills, and run reports.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
Functional Implementer
PeopleSoft Course Prerequisite:
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
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