Fusion Functional

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Financial

Oracle Fusion Financials Certification Training Course

Course covers the following

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Oracle Fusion Fundamentals

  • Navigator and Menu Items
  • Logging into Fusion
  • Configure Offerings
  • Creating Implementation Project
  • Selecting Offerings
  • Accessing Task List
  • Performing Tasks
  • Accessing Navigator Menus
  • Create user
  • Assign roles
  • Assign data access sets
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General Ledger Cloud

  • Creating an Address
  • Creating a Legal Entity
  • Registering a Legal Entity
  • Creating COA Value Sets
  • Defining COA Structure
  • Defining COA Structure Instances
  • Deploying Flexfield
  • Defining COA Values
  • Understanding FBDI
  • Prepare Values in Spreadsheet
  • Prepare Hierarchies in Spreadsheet
  • Generate CSV and ZIP Files
  • Upload Datafile
  • Load Datafile to Interface Table
  • Import Values from Interface
  • Import Hierarchies from Interface
  • Verify COA Values & Hierarchies
  • Defining Calendar
  • Generate Calendar
  • Defining Primary Ledgers
  • Assigning Legal Entities
  • Setting up Ledger Options
  • Understanding GL Roles
  • Assigning Roles
  • Assigning Data Access
  • …More GL Setups
  • Account Combinations Explained
  • Effect of Dynamic Combination Creation
  • Cross-Validation Rules Explained
  • Structure of a Cross-Validation Rule
  • Examples of Cross-Validation Rules
  • Cross-Validation Rules VS. Segment Value Security (Security Rules)
  • Configuring Cross-Validation Rules
  • Verify Cross-Validation Rule by entering Journal
  • Applicability of Cross-Validation Rules (Prospective / Retrospective)
  • Important Notes
  • Manage Cross-Validation Rules Violations
  • Segment and Segment Values Explained
  • Segment Value Security Rules Explained
  • Structure of a Segment Value Security Rule
  • Role, Condition and Policy Explained
  • Examples of Segment Value Security Rules
  • Cross-Validation Rules VS. Segment Value Security (Security Rules)
  • Enabling Security for a Value Set
  • Configuring Segment Value Security Rules
  • Verify Segment Value Security Rule by entering Journal and AP Invoice
  • Important Notes
  • Account Inspector Explained
  • Use cases for Account Inspector
  • Scenario demonstrated for Account Inspector
  • Detail Balance Inquiry Explained
  • Scenario demonstrated for Detail Balance Inquiry
  • Journal Line Inquiry Explained
  • Scenario demonstrated for Journal Line Inquiry
  • Account Monitor Explained
  • Account Group Explained
  • Creating an Account Group
  • Time Options and Comparison Options for Account Groups Explained
  • Conditional Display of Account Combinations
  • Example Scenarios for Account Monitor (total 7 Scenarios):
    • Explained
    • Executed
  • Security (Access Options) for Account Group
  • Display Options for Account Group:
    • Account Monitor
    • Infolets
    • Close Monitor
    • Financial Reporting Center
  • Open First Period
  • Enter and Post Journals
  • Enable Budgetary Control
  • Create Budget
  • Create Supplemental Rule
  • Enter Budget Amounts
  • Verify Budgetary Control
  • Budget by Summarised Accounts/Periods
  • Create Secondary Ledger
  • Data Conversion Levels
  • Daily Exchange Rates
  • Primary to Secondary Mapping
  • Subledger Options
  • Verify Journal Generation
  • Verify SLA Journal Generation
  • Inter-company Transactions
  • Inter-company Balancing
  • Setup Inter-company Accounts
  • Enter Inter-company Journal
  • Post Journals
  • Verify Inter-company Accounting
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Payables Cloud

  • Creating Business Units
  • Business Unit Functions
  • Business Unit Reference Data Sets
  • Creating Bank
  • Creating Branches
  • Creating Bank Accounts
  • Payables & Procurement Options
  • Setting up Invoice Options
  • Setting up Payment Options
  • Payment Methods
  • Payment Terms
  • Payment Documents
  • Payment Process Profiles
  • Distribution Sets
  • …More Payables Setups
  • Employee, User & Procurement Agent
  • Roles for Procurement Agents
  • Procurement Agents & Suppliers
  • Understanding AP Roles
  • Assigning Roles
  • Assigning Data Access
  • Creating Suppliers
  • Entering Supplier Addresses
  • Creating Supplier Sites
  • Supplier Site Assignments
  • Entering AP Invoices
  • Invoice Validation
  • Invoice Accounting
  • Pre-requisites
  • Creating Payment
  • Payment Accounting
  • Concept and Explanation
  • Available Automatic Offset Options:
    • None
    • Primary Balancing Segment
    • All Segments Except Natural Account
  • Invoice Accounting Demonstrated on Fusion Instance – for all 3 Scenarios
  • Automatic Offsets vis-a-vis Intercompany Accounting
    • Payables Transactions Accounted as Intercompany
    • Payables Transactions not Accounted as Intercompany
  • Prepayment Types
  • Enter Prepayment Invoice
  • Enter Payment
  • Apply Prepayment to Invoices
  • Prepayment Accounting
  • Enter Dr/Cr Memo
  • Validate Dr/Cr Memo
  • Dr/Cr Memo Accounting
  • Matching Dr/Cr Memo to Invoice
  • Concept
  • Payment Method
  • Issue Payment
  • View Format
  • View Accounting
  • Payment method
  • Payment Document
  • Payment Process Profile
  • Issue Payment
  • View Format
  • View Accounting
  • Concept and Explanation
  • Enabling Feature
  • Verify Location
  • Set Up Accounts
  • Trading Community Source
  • Payables Lookups
  • Using Template
  • View Requests
  • Create Payment
  • Verify Payment File
  • Concept and Explanation
  • Flow of Document Sequencing for Payables
  • Types of Document Sequences
    • Manual
    • Automatic
    • Gapless
  • Sequencing Options — Oracle EBS R12 vs Oracle Fusion Cloud
  • Setup for Payables Document Sequencing
    • Enable Sequencing
    • Create Category
    • Create Sequence
    • Assign Category
  • Verify Document Sequencing on Payables Invoice
  • Verify Document Sequencing on Payables Payment
  • Important Points
  • Payment Methods
  • Payment Documents
  • Payment Process Profiles
  • Auto-generate Check Payments
  • Auto-generate Electronic Payments
  • Payment Accounting
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Receivables Cloud

  • Creating Business Units
  • Business Unit Functions
  • Business Unit Reference Data Sets
  • Receivables System Options
  • Receivables Activities
  • Auto-Accounting
  • Transaction Types
  • Transaction Sources
  • Remit to Addresses
  • Banks, Branches, Bank Accounts
  • Receipt Classes & Receipt Methods
  • Receipt Sources
  • …More AR Setups
  • Understanding AR Roles
  • Assigning Roles
  • Assigning Data Access
  • Pre-requisties
  • Creating a Customer
  • Creating Address
  • Creating Address Purpose
  • Sites & Reference Accounts
  • Opening First Period
  • Creating Invoice
  • Completing Invoice
  • Invoice Accounting
  • Setup Approval Limits
  • Create an Adjustment
  • Approve Adjustment
  • Adjustment accounting
  • Transaction Type
  • Create a Credit Transaction
  • Complete Credit Transaction
  • Credit Transaction Accounting
  • View from Original Transaction
  • Unidentified Receipts
  • Unapplied Receipts
  • Applied Receipts
  • On-Account Receipts
  • Clearance Methods
  • Accounting for above Stages
  • Create a Customer Profile Class
  • Assign Profile Class
  • Modify Profile Class
  • Verify Change of Attributes in Customers
  • Account Level profiles
  • Site Level Profiles
  • Concept and Explanation
  • MFAR – Public Sector
  • Receivables Accounting Flow – Explained
  • Scenarios in MFAR
    • Multifund Accounting Disabled
    • Multifund Accounting Enabled
    • Multifund Accounting Enabled – Multiple Revenue Lines
    • Multifund Accounting Enabled – AR Receipt
  • MFAR Setup
    • Enable Feature
    • Create SLAM
    • Assign SLAM
  • Effect of MFAR Demonstrated on Fusion Instance
  • Concept and Explanation
  • Flow of Document Sequencing for Receivables
  • Types of Document Sequences
    • Manual
    • Automatic
    • Gapless
  • Sequencing Options — Oracle EBS R12 vs Oracle Fusion Cloud
  • Setup for Receivables Document Sequencing
    • Enable Sequencing
    • Create Category
    • Create Sequence
    • Assign Category
  • Verify Document Sequencing on Receivables Invoice
  • Verify Document Sequencing on Receivables Receipt
  • Important Points
  • Concept and Explanation
  • Example / Use Case
  • Flow of Recurring Billing
  • Recurring Billing Frequencies available in Oracle Fusion Cloud
  • Recurring Billing Scenario
  • Setup for Recurring Billing
  • Verify Invoices generated using Recurring Billing Plan
  • Important Points
  • Create a Receivable Activity
  • Setup Approval Limits
  • Document Sequences
  • Enter Receipt and Apply to Invoice
  • Perform Adjustment
  • Perform Write Offs
  • View Adj. and Write Off Accounting
  • Create a Receivable Activity
  • Create Transaction Type
  • Setup Approval Limits
  • Create Chargeback
  • View Chargeback Accounting
  • What is Reference Data Set
  • Partitioning Data with RDS
  • Sharing Data with RDS
  • Create Reference Data Sets
  • Assign Reference Data Sets
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Cash Management Cloud

  • Cash Management Setups
  • Banks, Branches & Bank Accounts
  • Creating Bank
  • Transaction Codes
  • Entering Bank Statements
  • Entering Bank Statement Lines
  • Entering Receipts and Payments
  • …More CM Setups
  • Match Receipts
  • Match Payments
  • Enter Bank Statements, Lines
  • Enter Receipts, Payments
  • Setup Matching Rules
  • Run Auto Reconciliation
  • Validate Unreconciled Items
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Assets Cloud

  • Asset Category Flexfield
  • Asset Key Flexfield
  • Asset Location Flexfield
  • Creating Assets Value Sets
  • Creating Flexfield Structures
  • Creating Flexfield Structure Instances
  • Deploying Flexfields
  • System Controls
  • Fiscal Years
  • Calendars
  • Pro-rate Conventions
  • Depreciation Methods
  • Asset Books
  • Category Combinations
  • Key Combinations
  • Location Combinations
  • …More Asset Setups
  • Generating Roles
  • Understanding FA Roles
  • Assigning Roles
  • Assigning Data Access
  • Open First Period
  • Add an Asset
  • Calculate Depreciation
  • Asset Accounting
  • What is Cost Adjustment
  • Enter Amortised Cost Adjustment
  • Depreciation and Accounting
  • Enter Expensed Cost Adjustment
  • Depreciation and Accounting
  • Payables to Assets Cycle
  • Enter Invoice of Asset Purchase
  • Invoice Accounting
  • Create Mass Additions
  • Prepare Mass Additions
  • Creating new Asset
  • Adding cost to existing Asset
  • Post Mass Additions
  • Find newly created Assets
  • Depreciation
  • Asset Accounting
  • Setup Revaluation Options
  • Setup Revaluation Accounts
  • Initiate Revaluation
  • Preview Revaluation
  • Run Revaluation
  • Revaluation Status
  • Run Depreciation and Accounting
  • Revaluation Accounting
  • Asset Assignments
  • Employee, Expense A/c and Location
  • Transfer between employees
  • Transfer between Locations
  • Transfer – Balancing Segment Value
  • Transfer – Cost Centre
  • Transfer – Other Segment Values
  • Depreciation and Accounting
  • Transfer of Costs and Dep Reserve
  • Inter-company Accounting
  • Changing Asset Category
  • Asset Category Defaults
  • Depreciation Methods for Categories
  • Initiate Reclassification
  • Preview Reclassification
  • Reclassification Accounting
  • Setup Retirement Options
  • Setup Retirement Accounts
  • Partial Vs Full Retirement
  • Setup Cost of Removal A/c
  • Setup Distribution Set
  • Initiate Retirement
  • View Retirement
  • Prepare Retirement
  • Post Retirement
  • Depreciation and Create Accounting
  • View Retirement Accounting
  • Related AR and AP Accounting
  • What is Reinstatement
  • Perform Reinstatement
  • Depreciation and Create Accounting
  • View Reinstatement Accounting
  • Reinstatement Limitations
  • Tax Books and Corporate Books
  • Create a Tax Book
  • Associate Tax Book with Corporate Book
  • Accounting for Tax Books
  • Set up Categories for Tax Books
  • Understand Roles for Tax Books
  • Access Oracle Identity Manager
  • Access Users in OIM
  • Assign Roles
  • Corporate Book Periods
  • Tax Book Periods
  • Copying Assets from Corp to Tax Book
  • Depreciation Methods for Tax Book
  • Accounting for Corporate and Tax Books
  • Periodic Copy Cycle
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SCM

  • INTRODUCTION TO MANUFACTURING
  • NAVIGATION IN ORACLE CLOUD MANUFACTURING
  • REPORTING OVERVIEW
  • MANUFACTURING SETUP
  • ITEMS AND STRUCTURES
  • WORK DEFINITIONS
  • WORK ORDERS
  • PRODUCTION EXECUTION
  • INTRODUCTION TO MANUFACTURING
  • MANUFACTURING SETUP
  • MANAGE ITEMS AND ITEM STRUCTURES
  • MANAGE WORK DEFINITIONS
  • MANAGE WORK ORDERS
  • EXECUTE PRODUCTION
  • REPORTS
  • ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI) FOR MANUFACTURING
  • INTRODUCTION TO ORDER MANAGEMENT
  • ORACLE BUSINESS RULES & TRANSFORMATION
  • ORDER PROMISING RULES
  • DISTRIBUTED ORDER ORCHESTRATION
  • PROCESSING CONTRAINTS, APPROVAL & HOLD CODES
  • SHIPPING CONCEPTS
  • INTRODUCTION AND BASIC OTM CONCEPTS
  • SCENARIO 1: CREATING ORDERS AND PLANNING SHIPMENTS IN OTM
  • SCENARIO 2: CONFIGURING OTM TO BUILD AND TENDER A MULTI-STOP SHIPMENT
  • SCENARIO 3: BUILDING A MULTI-LEG SHIPMENT
  • PROCUREMENT SETUP
  • PO RECEIVING
  • PROCUREMENT – ALL 6 PILLARS
  • CREATION FOR A TEMPLE FOR ITEM CREATION FOR PROCUREMENT FLOW
  • SELF SERVICE PROCUREMENT
  • SOURCING
  • SINGLE STAGE RFQ
  • TWO STAGE RGQ
  • REQUEST FOR INFORMATION (RFI)
  • REVERSE AUCTION
  • SUPPLIER QUALIFICATIONS
  • SUPPLIER PORTAL
  • MODULE 1
  • MODULE 2
  • MODULE 3
  • MODULE 4
  • MODULE 5
  • MODULE 6