PeopleSoft Receivables Rel 9.2 Ed 1

Duration : 5 Days (40 Hours)

PeopleSoft Receivables Rel 9.2 Ed 1 Course Overview:

The PeopleSoft Receivables Rel 9.2 Ed 1 certification focuses on optimizing Oracle PeopleSoft Receivables 9.2 software functionality. Employed by businesses for efficient management of accounts receivable, it ensures precise revenue tracking and enhanced cash flow. Covering aspects like billing integration, payment prediction, credit and collections management, and customer hierarchy structure setup, this certification signifies a comprehensive grasp of key functions. Attaining this certification reinforces an individual’s professional credibility in effectively handling essential business financial operations.

Intended Audience:

  • Financial professionals seeking knowledge in receivables management
  • Billing and accounts receivable clerks, managers, supervisors
  • Finance team members in medium to large organizations
  • ERP system analysts and implementers
  • Professionals aiming for a career in finance management
  • Existing users of PeopleSoft Finance applications seeking an upgrade

Learning Objectives of PeopleSoft Receivables Rel 9.2 Ed 1:

The primary learning objectives of the PeopleSoft Receivables Rel 9.2 Ed 1 course revolve around providing students with a comprehensive understanding of both fundamental and advanced features of the software. Participants will gain proficiency in setting up customers, entering transactions, and processing receipts within the application. Additionally, the course imparts knowledge on managing payment worksheets, handling small balance write-offs, and reviewing account details. It also aims to educate students on performing period-end closing tasks, utilizing PeopleSoft reports and queries for data analysis, and effectively troubleshooting common issues within PeopleSoft Receivables. In essence, the course seeks to empower participants with the expertise to adeptly manage receivables using the PeopleSoft application.

 Module 1: Describing the Scope of PeopleSoft Receivables

  • Describing Receivables Implementation
  • Describing PeopleSoft Receivables Integrations

 Module 2: Establishing PeopleSoft Receivables Business Units

  • Describing Business Units
  • Establishing a PeopleSoft Receivables Business Unit
  • Defining SetIDs
  • Using Record Groups

 Module 3: Setting Up Receivables Options

  • Establishing Installation Options and User Preferences
  • Setting up Core Credit and Collection Options
  • Setting up Action Owners and 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 PeopleSoft Receivables Options

 Module 4: Setting Up Customers

  • Entering Customer Information
  • Modifying Customer Credit Profiles
  • Entering Additional Customer Information
  • Establishing Contacts
  • Maintaining Customer Information

 Module 5: Setting Up Item Processing

  • 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

 Module 6: Entering Items

  • Identifying Online Items and External Items
  • Entering Items Online
  • Receiving External Pending Items
  • Performing the Receivable Update Process

 Module 7: Managing Item and Customer Inquiries and Maintenance

  • Reviewing Item Information
  • Updating Item Details
  • Using Conversations
  • Researching Customer Accounts
  • Using the Receivables WorkCenter

 Module 8: Defining Payment Processing

  • Setting Up Deposit Types
  • Defining Bank Account Information
  • Establishing Automatic Entry System Functions

 Module 9: Entering Payments

  • Describing Payment Methods
  • Entering Regular Deposits
  • Entering Express Deposits
  • Describing Electronic Payments
  • Receiving Lockbox Payments
  • Correcting Errors in Deposits
  • Managing Spreadsheet Payments
  • Journaling Payments Directly

 Module 10: 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

 Module 11: Using Payment Predictor

  • Describing Payment Predictor
  • Describing Algorithms and Groups
  • Constructing Payment Predictor Methods
  • Using Payment Predictor
  • Analyzing Payment Predictor Reports

 Module 12: Managing Item Maintenance

  • Using Maintenance Worksheets
  • Describing the Matching Process
  • Describing the Refund Process
  • Performing a Payment Unpost
  • Using Transfer Worksheets

 Module 13: Using the Automatic Maintenance Process

  • Setting Up Automatic Maintenance
  • Performing Automatic Maintenance

 Module 14: Aging Receivables

  • Defining History Elements
  • Setting Up Aging Control Tables
  • Creating History Inquiries and Aging Requests
  • Generating Aging Reports

 Module 15: Generating Statements

 Module 16: Managing Credit, Collections, and Exceptions

 Module 17: Appendixes

PeopleSoft Receivables Rel 9.2 Ed 1 Course Prerequisites:

• Basic understanding of PeopleSoft application
• Prior knowledge of basic navigation and functionality within PeopleSoft
• Understanding of accounts receivable concepts
• Familiarity with standard business practices relating to Accounts Receivable
• Prior experience with PeopleSoft Receivables 9.2 is beneficial but not necessary for training.

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  • 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.

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