Infor Certified CloudSuite Financials & Supply Management - Payables Consultant Beta

Transcription

1 Certif ication Exam Guide Infor Certified CloudSuite Financials & Supply Management - Payables Consultant Beta Exam #: B-CSSM-PC11-100

2 Target Audience This exam targets the skills and abilities required by a CloudSuite Financials & Supply Management Payables Consultant, with a recommended minimum of six months of experience, to successfully analyze client's payables business requirements and implement Infor products to meet those requirements. Exam Details Beta Exam Exam number: B-CSSM-PC Online, proctored 100 questions 120 minute time limit Schedule and Register 1. Ensure your computer meets the minimum requirements outlined in this Guide. Requirements include the following: o A webcam either built-in to the computer or external, freestanding. o A microphone either built-in to the computer or external, freestanding. Use of a headset is NOT permitted. o Sentinel Secure software must be installed (MS Windows and MAC supported). 2. Test your computer setup Here 3. If you encounter any problems contact Kryterion Support: o Voice: (U.S.) or (International) o Live Chat: then click on LIVE HELP o OLPsupport@KryterionOnline.com 4. If required, create a new Webassessor login 5. If you already have an account, login to Webassessor 6. Click Register for an Exam. 7. Find the exam you wish to attempt and click Register. 8. Select your preferred date and time to attempt the exam and click Select. 9. If the exam details are correct, click Checkout. 10. Choose your payment type (you may use voucher, coupon code or credit card) and click Submit. 11. Once the payment has been confirmed, click Done. 12. A confirmation will be mailed to you. Register here

3 Exam Topics This certification exam covers the following key topic areas. Examples of objectives for each topic area are provided. Maintenance - 5% Maintain vendors. List the steps for maintaining invoices after they have been released. Processing - 35% Close a period or year-end in Payables. Complete the pay cycle to pay invoices. Describe invoice entry options. Describe invoice entry process flows. Describe invoice matching options. Describe invoice matching process flows. Describe matching maintenance activities. Describe reconciliation maintenance activities. Describe the different methods to match an invoice. Describe the potential results from different match methods. Describe the Work List and Work List tasks for Matching. Explain available matching miscellaneous processing options. Identify reasons for invoice messaging. Identify the actions for invoice messaging. Process reportable income. Void an invoice. Reporting - 4% Identify the reports available for matching. Identify the reports available for reconciliation. Security Administration - 3% Describe the basics of security in Infor CloudSuite Financials applications. Setup & Configuration - 24% Add vendors. Describe implementation considerations to explore based on Matching functionality. Describe the match rules setup options. Describe vendor match parameters exceptions. Describe vendor match parameters functionality. Explain how the Configuration Console is used. Outline the steps to provision a Payables user with appropriate application-specific security roles and security classes. Set up an invoice approval. Set up an invoice assignment.

4 Set up and define invoice messaging. Set up Payables Manager dashboards for monitoring. Submit an invoice for approval. Troubleshooting - 2% Locate utilities for troubleshooting Payables such as system queues and Async Framework. Using - 27% Access Payables data. Describe basic information about Landmark Technology. Describe Infor Business Intelligence. Describe the Payables process flow. Describe the process for the Cash Management application. Describe the processes for the Billing and Receivables applications. Describe the purchase order-to asset-management process. Describe the requisition-to-check process. Describe the requisition-to-global ledger process. Describe the requisition-to-inventory process. Describe the requisition-to-sourcing-to contract process. Describe the requisition-to-sourcing-to-purchase order process. Enter invoices. Explain how Infor Process Automation is used. Explain how Infor Spreadsheet Designer is used. Explain how Payables Manager is used for approving invoices. Explain how Payables Manager is used for managing invoices. Related Training Although not required, the following training courses cover topics included in this exam. CloudSuite Financials & Supply Management: Applications Foundation (01_ _IEN1063_S3O) CloudSuite Financials: Configuring and Administering Matching (01_ _IEN0969_S3O) CloudSuite Financials: Configuring and Administering Payables (01_ _IEN0923_S3O) Beta Exams As part of a new exam development process we must gather data on the exam to determine how well it is performing. We accomplish this by first releasing a beta version of the exam. The process of attempting a beta exam is slightly different from live, production exams. Please note some key differences: You will not receive a score report immediately after taking your beta test o Beta exams do not yet have a passing score set o The passing score is set after the results of all the beta exams are analyzed. o You will receive your score results 2-4 weeks after completing your test. Beta exams tend to have more questions, usually approximately 100. You are allowed more time to complete beta exams, up to 120 minutes. Some exam questions may be discarded. Discarded questions do not count towards your final score.

5 You may attempt a beta exam only once. If you do not pass, you will be able to attempt the production version of the exam. A comment box is available for you to provide feedback on errors, inconsistencies, or other issues you notice on the beta exam. Questions and Help Additional Certification Program information is available at Additional information about Infor Education training courses is available at If you experience any issues when registering for a certification exam please contact olpsupport@kryteriononline.com. If you need help registering for a training course, please contact: For Americas: EducationAmericas@infor.com For Europe, the Middle East and Africa: EducationEMEA@infor.com For Asia Pacific: EducationAPAC@infor.com

6 641 Avenue of the Americas New York, NY infor.com About Infor Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 194 countries improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visit Copyright 2015 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. This document is provided for informational purposes only and does not constitute a commitment to you in any way. The information, products and services described herein are subject to change at any time without notice. INFDTP en-US