Never Struggle With Collections Setups Again After 6 Months of OEG Training
Struggling to get consistent collections results and recognition? Follow the OEG Method step by step to master strategy assignment, scoring, and dunning in 6 months and start learning for free to see the difference.
Questions? Contact Us
What You Will Learn
- Configure collections scoring formulas and data points
- Set up strategies and strategy groups with or without segmentation
- Run aged and staged dunning end-to-end
- Manage disputes through credit memo creation
- Configure and deliver consolidated vs separate customer statements
Skills You Gain
Course Content
Fusion Advanced Collections Concept Explained
- Features in Fusion Advanced Collections Explained in Summary
Customer Structure and Collections Levels Explained
- Customer Structure in Oracle Fusion
- Collections Levels (Business Levels) Explained
- Available Collections Level in Fusion Advanced Collections
- Collections Levels (Business Levels) - Dunning Letters Example
- Collections Levels (Business Levels) - Different Levels for Different Customers
Collections Methods in Oracle Fusion Explained
- Collections Strategies Explained
- Dunning Plans Explained
Collections Scoring and Strategy Assignment Explained
- Meaning of Collections Scoring Formulas / Engines
- Collections Scoring Formulas in relation to Strategy Assignment
- Important Points related to Collections Scoring and Strategy Assignment
Dunning in Fusion Advanced Collections Explained
- Meaning and Significance of Dunning and Dunning Plans
- Meaning and Significance of Dunning Letters
- Collections Scoring Formulas in relation to Dunning Plans
- Types of Dunning
- Aged Dunning
- Staged Dunning
Customer Statements Explained
- Customer Statements Explained
Collections Scoring Explained
- Meaning and Significance of Collections Score
- Collections Scoring Data Points Explained
- Collections Scoring Formulas (Engines) Explained
- Structure of a Collections Scoring Formula
- How a Collections Scoring Formula Works
- Collections Scoring Formula - Diagrammatic Explanation
Foundational Setups in Oracle Fusion Advanced Collections - Demonstrated on Fusion Instance
- Roles and Data Access for Receivables and Collections
- Creating and Assigning a Collector
- Setting up Collections Method
- Setting up Collections Level (Business Level)
Customer Scoring Flow in Oracle Fusion Advanced Collections - Demonstrated on Fusion Instance
- Reviewing Collections Scoring Data Points
- Creating a Custom Collections Scoring Formula
- Performing Collections Scoring
- Verifying Customer Score
Strategies Explained
- Meaning and Significance of Strategies, Strategy Tasks, Strategy Groups
- Relationship between Strategies, Strategy Tasks, and Strategy Groups
- How Strategy Assignment Works in Oracle Fusion
- Meaning and Significance of Lowest Applicable Score
Strategy Assignment Without Segmentation - Demonstrated on Fusion Instance
- Foundational Setups
- Creating Strategy Tasks
- Creating Strategies and Strategy Groups
- Creating Collections Scoring Formula
- Performing Collections Scoring
- View Assigned Strategy
- Verify Assigned Strategy Tasks
- Important Points related to Strategy Assignment
Segmentation Explained
- Strategy Assignment Methods in Oracle Fusion Advanced Collections
- Without Segmentation
- With Segmentation
- Meaning and Significance of Segments
- Basis of Segmentation
- Usage of Segmentation
- Segmentation in Oracle Fusion Advanced Collections - Scenario
- Strategy Assignment With Segmentation (By Segment) - Demonstrated on Fusion Instance
Strategy Assignment With Segmentation (By Segment) - Demonstrated on Fusion Instance
- Foundational Setups
- Creating Strategy Tasks
- Creating Strategies and Strategy Groups
- Creating Collections Scoring Formula
- Creating Segments
- Creating Defaults
- Performing Collections Scoring
- View Assigned Strategy
- Verify Assigned Strategy Tasks
- Important Points related to Strategy Assignment by Segmentation
Dunning Explained
- Meaning and Significance of Dunning
- Meaning and Significance of Dunning Letters
- Types of Dunning
- Aged Dunning
- Staged Dunning
- Aged Dunning Explained
- Aging Methods Explained
- How Aged Dunning Works
- Staged Dunning Explained
- Dunning Stage Explained
- How Staged Dunning Works
- Dunning - Notable Points
End-to-End Aged and Staged Dunning Flows - Demonstrated on Fusion Instance
- Foundational Setups
- Define Dunning Plans
- Configuring Dunning Email Components
- Configuring Customer for receiving Dunning Letters
- Creating Delinquencies
- Viewing Delinquent Transactions
- Sending an Aged Dunning Letter
- Viewing the Aged Dunning Letter from the Customer Contact Inbox
- Sending a Staged Dunning Letter
- Viewing the Staged Dunning Letter from the Customer Contact Inbox
- Important Points relating to Dunning
Transaction Level Strategy Management - Explained
- Meaning of Transaction Level Strategy Management
- Transaction Level Tasks Vs. Regular Tasks
- Transaction Level Strategy and Strategy Group
- How Transaction Level Strategy Assignment is triggered
- Transaction Level Strategy Assignment - Scenario
- Transaction Level Strategy Assignment - Demonstrated on Fusion Instance
Transaction Level Strategy Assignment - Demonstrated on Fusion Instance
- Foundational Setups
- Dunning Related Setups for sending Dunning Letters as part of Transaction Level Strategy Management
- Creating Transaction Level Strategy Assignment Setups
- Performing Transaction Level Strategy Assignment
- View Strategy Tasks assigned to Transactions
- Important Points related to Transaction Level Strategy Management
Dispute to Credit Memo Flow - Explained
- Meaning and Examples of Dispute
- Significance of Credit Memo in Disputes
- How a Credit Memo is auto-generated from a Dispute - Step-by-Step Explanation
- Dispute to Credit Memo Flow - Demonstrated on Fusion Instance
Dispute to Credit Memo Flow - Demonstrated on Fusion Instance
- Foundational Steps
- Setting up Approval Rules
- Configuring Dispute Confirmation Letter Template
- Configuring Customer to receive Dispute Notice
- Managing Dispute Types
- Managing Dispute Reasons
- Creating Delinquencies
- Reviewing Delinquent Transactions
- Creating Dispute
- Auto-Creating Credit Memo
- View Auto-Created Credit Memo
- Credit and Rebill Scenario
Customer Bankruptcy - Explained
- Concept
- Effect of Customer Bankruptcy in Oracle Fusion
- How Customer Bankruptcy occurs in Oracle Fusion - Step-by-Step Explanation
- Customer Bankruptcy Flow - Demonstrated on Fusion Instance
Customer Bankruptcy Flow - Demonstrated on Fusion Instance
- Foundational Setups
- Enabling the Bankruptcy Feature
- Configuring Approval Rules
- Bankruptcy Status not updated - how to troubleshoot
- Managing Bankruptcy Reasons
- Configuring Bankruptcy DFFs
- Requesting Bankruptcy
- Approving Bankruptcy
- Updating the Collections Dashboard
- View Updated Customer Status
- Invoice Write-Off Scenario - how to Perform
Customer Statements - Explained
- Concept of Customer Statements
- Scope of Customer Statements
- Statement Cycles
- Statement Delivery Types
- Customer Statements Flow - Demonstrated on Fusion Instance
Customer Statements Flow - Demonstrated on Fusion Instance
- Foundational Setups
- Creating Statement Cycle
- Creating Aging Method
- Configuring Customer for Receiving Statements
- Managing Messages for Customer Statements
- Sending Customer Statements
- Reviewing Customer Statements from the Customer Contact Inbox
- Consolidated vs Separate Customer Statements - Scenario and Explanation
- How to implement Consolidated Customer Statements
Oracle Fusion Advanced Collections Subscription Pricing
Choose a single-module subscription for Advanced Collections or unlock all modules with OEG One.
Advanced Collections
- 6-month Access to OEG Portal
- 1-month Access to Fusion Instance
- Step wise breakdown of each video
- Finely edited videos for utmost time saving
OEG One
- ALL Live Trainings (attend unlimited batches of ALL modules for 12 months)
- ALL Recordings Access (12 months)
- Fusion SaaS Instance (12 months)
- EPM SaaS Instance (Limited availability)
- Practice Assignments for Many Modules
- Soft Copy Training Materials for ALL Modules
- Oracle Certification Material for Many Modules
- Training Completion Certificates
- Video Session on Resume Building and Interview Questions for Many Modules
- Job Assistance for relevant openings
Need help choosing the right subscription?
Chat with an OEG mentor for curriculum guidance, team training, or invoicing.
Talk to UsFrequently Asked Questions
Uptime is the percentage of time you will be able to use the OEG Portal. We have an uptime guarantee of 99%. Any downtime beyond this will be added back to your subscription.
Yes. We provide a huge bundle discount. All subscriptions individually cost INR 10,000 per 6 months. If you subscribe for the Entire Financials Cloud Learning Subscription (GL, AP, AR, FA CM, Tax, AMX, RI and Tools), the price is INR 19,900 only (instead of INR 90,000). If you subscribe for FAH + Financial Cloud Subscription, the price is INR 29,900 only (instead of INR 1,05,000).
The subscriptions can be accessed from any device and location.
Yes. The training is aligned to Oracle Fusion Advanced Collections and applies to Oracle Fusion R13 Advanced Collections features used in Oracle Cloud Advanced Collections.
Yes. If you have worked on Advanced Collections R12 or advanced collections in Oracle Apps R12, this training helps you map those concepts to Oracle Fusion Advanced Collections and the Oracle Advanced Collections Cloud.
Of course. Financials Cloud Subscription and Fusion Accounting Hub Subscription include 1 month access to Fusion Instance.
Each subscription has a standard duration of 6 months.
If you have a query, you can send an email to our dedicated support team at Support@OracleErpGuide.com.
All subscriptions can be accessed by 1 user from any device or location.