PeopleSoft Contracts. Duration: 4 Days

Transcription

1 Oracle University Contact Us: Local: Intl: PeopleSoft Contracts Duration: 4 Days What you will learn This PeopleSoft Contracts training teaches the fundamental concepts and features of the PeopleSoft Contracts application. You will learn how to define the rules for creating and maintaining a contract and more. Learn To: Prepare and manage contracts for billing. Prepare and manage contracts for generating revenue. Manage prepaid and recurring contract lines. Create, manage and analyze contracts. Create billing and revenue recognition plans and process associated transactions. Generate prepaid associated to contract lines and manage renewable services. Benefits to You You will learn to use the major features of PeopleSoft Contracts, which you can apply and build on when you return to your own business environment. Activities throughout the course provide stepwise examples that simulate scenarios in businesses like yours. Participate in Hands-On Exercises By participating in a combination of interactive instruction and hands-on exercises, you'll explore the integration with other PeopleSoft applications, including PeopleSoft Billing, PeopleSoft Project Costing, PeopleSoft Order Management and PeopleSoft General Ledger. Through lessons and activities, you'll learn the necessary skills to implement and process contracts in their own environment. The government contracting features and functions of PeopleSoft Contracts 9.2 are not discussed in this course. Supplier contracts are covered in the PeopleSoft Purchasing module. Course materials are appropriate for any customer using Release 9.x PeopleSoft Applications. If a customer has already taken the Release 9.1 course, retake is not necessary. Live Virtual Class Format A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made. Copyright 2017, Oracle. All rights reserved. Page 1

2 Audience Functional Implementer Related Training Required Prerequisites Able to run processes and reports Use of control tables to enforce business rules Suggested Prerequisites Understanding of basic navigation and PeopleSoft concepts Course Objectives Populate General and Contracts-Specific Control Tables Define Contract Related Products Describe PeopleSoft Contracts Create and Utilize Contracts Business Units Structure Contracts Integration with other PeopleSoft Applications Define and Maintain Billing Plans Define and Maintain Revenue Recognition Plans Create a Contract Generate Invoices and Manage Billing for Amount-based, Recurring, and Rate-based Contract Lines Perform Prepaid Processing Process and Manage Revenue Modify and Manage an Existing Contract Process Contract Renewals Utilize the Various Contracts Reporting Options Course Topics Preparing to Implement PeopleSoft Contracts Identifying the Implementation Steps for Contracts Explaining Contracts Integration Points Copyright 2017, Oracle. All rights reserved. Page 2

3 Explaining the Contracts Billing Data Flow Explaining the Contracts Revenue Data Flow Identifying the Implementation Phase for Setting Up a Contracts Business Unit Creating a Contracts Business Unit Setting Up General Control Tables Establishing Installation Options Establishing User Preferences Defining Contract Statuses Defining Contract Types Explaining Contract Classifications Defining a Legal Entity Setting Up Billing and Revenue Processing Attributes Identifying the Implementation Phase for Setting Up Billing and Revenue Processing Attributes Defining Billing Summarization Components Defining Transaction Identifiers Explaining Tiered Pricing Setting Up Milestones Identifying Project Costing Terminology Illustrating the Project Costing Rates Process Flow Defining Rate Sets and Rate Plans Setting up Contracts and Project Costing Accounting Identifying the Implementation Phase for Setting Up Contracts and Project Costing Accounting Illustrating the Contracts Billing and Revenue Process Flows Explaining and Defining the Account Distribution Code Requirements for Contract Billing and Revenue Identifying the Unbilled Accounts Receivable Default Hierarchy Setting Up Distribution Sets and Distribution Rules Setting Up Journal Template Defaults Setting Up Accounting for Rate-Based Contract Lines Identifying the Four Revenue Recognition Methods Setting Up Products and Related Tables Identifying the Implementation Phase for Setting Up Products Defining Products for Contract Usage Identifying Amount-Based, Rate-Based, and Recurring Product Attributes Setting Up Products Setting Up Product Groups Setting Up Product Pricing Setting Up Discounts and Surcharges Setting Up Product Kits Defining Revenue and Billing Plan Templates Explaining Contracts Billing and Revenue Plans Identifying Billing and Revenue Methods Explaining Billing and Revenue Plan and Event Statuses Defining Revenue and Billing Plan Templates Defining Billing Plan Detail Templates Applying Revenue and Billing Plan Templates to Products Creating Contracts Copyright 2017, Oracle. All rights reserved. Page 3

4 Identifying the Implementation Phase for Creating a Contract Creating a Contract Header and adding Contract Lines to a Contract Associating Milestones to a Contract Determining Amount Allocations for a Contract Applying Projects and Activities to Contract Lines Applying Limits to Rate-Based Contract Lines Explaining Contract Line Account Distribution Requirements Selecting Contract Lines for Sales Order Generation Preparing Contracts for Billing Identifying the Implementation Phase for Preparing Contracts for Billing Identifying Billing Plan Creation Tools Managing Billing Plan Components Performing the Contract Activation Process Managing Contract Milestones Explaining the Process Flow for Rate-Based Transactions Managing Contract Billing Illustrating the Implementation Phase for Generating Invoices Explaining the Contracts Billing Process Flow Executing the Contracts/Billing Interface Process Performing the Billing Interface Process Managing the Billing Worksheet Processing Billable Transactions for Your Contract Evaluating a Contract s Billing Activity Evaluate the Limit Processing Results Managing Prepaid and Recurring Billing Illustrating the Implementation Phase for Managing Prepaid and Recurring Billing Illustrating the Prepaid Process Flow Setting Up a Prepaid Amount for a Contract Managing Prepaid Amounts Utilizing Prepaid Amounts Explaining the Recurring Billing Process Setting Up a Recurring Billing Plan Managing Recurring Bills Managing Contract Revenue Identifying the Implementation Phase for Managing Contract Revenue Illustrating the Contracts Revenue Recognition Process Flow Preparing Contracts for Revenue Processing Managing Revenue Plans Executing the Revenue Generation Process Evaluating the Results of the Contracts Revenue Processes Reconciling Revenue Preparing a Revenue Forecast Managing Contracts Identifying the Implementation Phase for Contract Management Identifying the Contract Management Features Illustrating the Process Flow for Amending a Contract Setting Up Amendment Control Tables Copyright 2017, Oracle. All rights reserved. Page 4

5 Creating an Amendment Managing Amended Events Performing Billing and Revenue Reversals Managing Renewal Processing Identifying the Implementation Phase for Processing Renewals Illustrating the Contracts Renewal Process Setting Up Renewal Plan Templates Explaining Renewal Line Pricing Setting Up a Renewable Contract Line Managing Renewable Contract Lines Processing Renewals Analyzing Your Contracts Identifying the Contracts Reporting Options Using the Review Contract Summary page Creating a Prepaid Management Report Creating the Billing Management Report Creating a Limit Amount Report Copyright 2017, Oracle. All rights reserved. Page 5