Oracle Financials Cloud: Receivables Fundamentals

Duration : 2 Days (16 Hours)

Oracle Financials Cloud: Receivables Fundamentals Course Overview:

The Oracle Financials Cloud: Receivables Fundamentals course is tailored to familiarize users with the key elements of Oracle’s Receivables Cloud Service. Through this course, participants will gain an understanding of the fundamental concepts and functionalities within the Oracle Financials Cloud: Receivables module. The curriculum encompasses a comprehensive exploration of Receivables Cloud’s robust capabilities in accounts receivable management, covering customer management, invoicing, payment processing, and more. The course aims to equip users with the necessary knowledge and skills to proficiently navigate Receivables management processes and effectively handle receivables-related tasks within their organization. By the course’s conclusion, users will have the ability to create customers and invoices, configure management information systems (MIS) and accounting setups, manage payments and refunds, generate reports, and more. Ultimately, the course is designed to establish a solid foundation in Receivable Cloud, empowering users to optimize the efficiency of their accounts receivable procedures.

Intended Audience:

  • Finance managers
  • Accounts receivable clerks
  • Accounts receivable team members
  • Sales personnel
  • Customer service personnel
  • Individuals with a basic understanding of accounting principles (debits and credits)
  • Professionals with basic knowledge of financial application functionality
  • Those interested in core financial concepts within the receivables module
  • Individuals seeking to modernize processes and transactions using technology
  • Those involved in managing accounts receivables
  • Participants responsible for creating and managing customer invoices
  • Individuals involved in customer statement creation and collection activities
  • Finance professionals engaged in funding and cash management
  • Those looking to enhance their understanding of Oracle Financials’ features, functionality, and integration capabilities.

Learning Objectives of Oracle Financials Cloud: Receivables Fundamentals:

1. Learn how to configure a business unit in Receivables, including parent-child relationships, structure and setup options.
2. Understand the different sources of customer data, and handle customer data, including importing, merging and updating.
3. Grasp how to collect customer payments and handle customer disputes.
4. Perform all stages of the invoicing process, from creating invoices to adjusting them.
5. Generate, save and print customer statements.
6. Explore Receivables activities and audit trail features.
7. Analyze Receivables through financial reporting and setup of miscellaneous receipts.
8. Develop familiarity with different types of financial writes and adjustments.
9. Investigate the activities related to collections, deductions and waivers.
10. Get familiar with the credit management and credit card processing cycles.

 Module 1: Order to Cash Lifecycle Overview

  • Order to Cash Overview
  • Integration with Other Applications
  • Business Unit Positioning in Order to Cash Flow

 Module 2: Manage Parties and Customer Accounts

  • Party Model and Features
  • Profile Classes
  • Customer Entry Methods

 Module 3: Process Invoices

  • Overview of Invoice Configuration
  • Overview of Auto Invoice Process
  • Overview of Invoice Process

 Module 4: Process Receipts

  • Overview of Receipts Setup
  • Overview of Receipt Process
  • Receipt Entry Methods
  • Types of Receipts
  • Overview of Lock Boxes
  • Overview of Automatic Receipts

 Module 5: Fusion Tax and Receivables Integration

  • Overview of Fusion Tax
  • Fusion Tax Integration with Receivables

 Module 6: Receivables Reporting

  • Overview of Standard Reports
  • Overview of Adhoc Reporting using OTBI
  • Overview of BI Publisher

Oracle Financials Cloud: Receivables Fundamentals Course Prerequisites:

  • This course does not have any prerequisites as it is meant for beginers who are new to Oracle Financials Cloud.

Discover the perfect fit for your learning journey

Choose Learning Modality

Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability


  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention


  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

Got more questions? We’re all ears and ready to assist!

Request More Details

Please enable JavaScript in your browser to complete this form.

Subscribe to our Newsletter

Please enable JavaScript in your browser to complete this form.