Oracle Revenue Management and Billing Training

Topic Covered:

• Logging In to the Application
• The Anatomy of All Pages
• Menu Bar
• Navigating ORMB
• Portals Versus Fixed Pages
• Usability Conventions
• Portal Preferences

Topic Covered:

• Four Tiers and Supported Platforms
• The Location of the Business Rules
• Table and Field Metadata
• The Application Viewer
• Prime Keys
• Language Tables
• XML Extensions
• MO Definition

Topic Covered:

• Customer Information
• Person Concepts
• Account Concepts and Security Overview
• Division Concepts and Benefits
• Contract Type Controls Contract Behavior
• Customer Hierarchies
• Invoice Grouping – Customer Hierarchy

Topic Covered:

• Product Types
• Manage and Create Products
• Product Parameters
• Product Relationship
• Overview Bundle
• Product Management – Product Relationship

Topic Covered:

• Rate Components
• Configuration Common to All RC Types
• Service Quantity Rate Components
• Rate Version Lifecycle
• The Structure of a Bill Factor

Topic Covered:

• Pricing Management and Assignment
• Data & Activity Relationship
• Multi-Parameter Versus Variance Parameter Based Price Assignment
• Pricing Inheritance
• Different Pricing Methods
• Tiering Criteria and Tiering Approaches
• Rate Definition
• Manage Pricelists

Topic Covered:

• Calculated Adjustments
• The Construction of the FT
• Bill Print
• Accounts Payable (A/P) Interface
• Adjustment Lifecycle
• Credit Adjustments
• Inter and Intra Account Transfers
• Adjustment Staging Control Lifecycle

Topic Covered:

• Bill Lifecycle and ERD
• Accounting Calendar
• Billable Charges
• Recurring and Non-Recurring Billable Charges
• Bill Segment Lifecycle
• ORMB Billing Process Flow
• Cancel/Rebill

Topic Covered:

• Transaction Feed Management – Setup Overview
• Transaction Aggregation Rule
• Transaction Source and Record Type
• TFM Processing Details
• Validate Transactions
• Derive Accounts, Products, Product Parameters
• Disaggregation Process
• Price Assignment - Rate Transaction

Topic Covered:

• Bill Segment FTs
• Payment Segment FTs
• Source of FTs
• Account Financial History vs Contract Financial History
• FT Algorithms
• General Ledger Details
• FX Gain Loss Process
• Overview of Balance Control

Topic Covered:

• Important Payment Concepts
• Payer and Payee
• Payment Event ERD
• Payment Event and Life Cycle
• Payment Event Allocation
• Payment Entry
• Payment Distribution and Payment Distribution Algorithm
• Payment Transfer

Topic Covered:

• Caveat
• The Overdue Monitor
• Overdue Rule
• Overdue Process Templates
• Original and Unpaid Amounts
• Event Activation Algorithms ERD
• Waiting Summary
• Event Cancellation

Topic Covered:

• To Do Summary
• To Do List
• To Do Summary Zone
• Special Message Handling
• Role Assignment
• Batch Process
• Related To Do ERD
• To Do Entry Life Cycle

Topic Covered:

• Log Entries
• Case Type
• Person/Account/Location Applicability
• Contact Information Applicability
• Responsible User
• Business Objects
• Life Cycle: Definition
• Status-Dependent Scripts

Topic Covered:

• Refund Concepts
• Refund Request
• Refund Approval Profile
• Refund/Write Off Request Type
• Write Off Concepts