ap and ar positioning
TRANSCRIPT
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Fusion Applications Positioning: Financials AP/AR
Khalil RehmanDirector, NHS Shared Services
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Invoice to Payment FlowOverview
© 2011 Oracle Corporation – Proprietary and Confidential
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The Payables Work Area will totally increase our productivity as it relates to the AP specialists and what they have to do.
What Customers Are Saying
Populating all the header fields directly from the invoice onto the header, including supplier information, invoice number, really eliminates the concern of duplicate invoicing.
© 2011 Oracle Corporation – Proprietary and Confidential
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Out-of-boxImaging Integration
Information Driven Dashboards and Work Areas
Embedded Intelligence
Fusion Differentiators
User ProductivityTools and Reports
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Payables Dashboard
• Obtain visibility of processes waiting for intervention
• Resolve exceptions and garner approvals
• Collaborate directly with participants
What I need to do
What I need to know
Who can help me
Obtain a count of issues to understand work volume
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Payables Dashboard
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Payables Dashboard
• Count based watchlist items to understand work volume
• Secure Google like search across the enterprise
• Quickly retrieve tagged documents for further action
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Invoice Work Area
• Create invoices from routed scanned images
• View recently entered invoices
• Resolve invoice exceptions
• Launch tasks, reports and perform quick search
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Out-of-boxImaging Integration
Information Driven Dashboards and Work Areas
Embedded Intelligence
Fusion Differentiators
User ProductivityTools and Reports
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Invoice Image Processing Architecture
BPEL Web Service
Invoice Image Routing Process
Input Agent
Image Processing Server
Create Invoice Page
Document Repository
Invoice Work Area
Data Entry Clerk
Network File System
Document Capture & Recognition
Mailroom Clerk
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Invoice Entry
• Create Invoice page mirrors a physical invoice
Ease of data entry
Ease of auditing
Header
Lines
Totals
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Integrated Imaging Solution
• Create invoice and view image using dual monitors
• Header information defaults from scanned image for fast data entry
• Image is attached to the invoice throughout the invoice’s lifecycle
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Invoice Entry
• Automatic search results based on Identifying PO on header
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Invoice Entry
• Available prepayments alert during invoice entry
• Out of balance amount indicator• Invoice status and hold indicators
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Invoice Entry
• Scrolling column groups on lines• Review tax summary and drill to tax details• Review and add notes anytime
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Invoice Entry
• Match to purchase order and receipts in same window
• Personalize and create your own search
• Excel like ability to freeze columns
• Export to Excel or Detach to view in full screen
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Invoice Entry
• Review quantity ordered, received, billed etc.
• Review more information about item
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Manage Invoices
• Seeded and Personalized Search
• Ability for Extensive Search
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Manage Invoices
• Simultaneous comparison of several invoices – Facilitates quick comparison– Answering questions on several invoices to supplier– Fewer clicks as there is no need to go back and search for another invoice
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Manage Invoices
• Multi-select and Validate, Resolve Holds etc.• Perform action right from search results• Drilldown to view details
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Manage Invoices
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Manage Invoices
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Out-of-boxImaging Integration
Information Driven Dashboards and Work Areas
Embedded Intelligence
Fusion Differentiators
User ProductivityTools and Reports
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Spreadsheet for Invoice Entry
• Quickly enter high volume of data
• Native excel data entry shortcuts like copy/paste, dragging cells, etc.
• Avoid data entry errors with online validation using LOVs
• Launch import invoices program right from spreadsheet
Hide Rows or columns
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Spreadsheet for Import Error Correction
• View invoice header and lines in the same view
• View error indicator for all records that failed to import
• Identify errors with clear messages
• Correct errors and re-import invoices directly from the spreadsheet
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Reporting & Analysis Tools
Information Access
• Real-time access to live data for all users
• Guaranteed consistency of information across the enterprise
• Flexible reporting for greater insight
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Instantly view live query results
• Quickly build queries by selecting columns across any transaction table
• No programming knowledge is required• Create ad-hoc reports against real-
time data using easy to use business views
• Share queries and reports securely using the Report Catalog
• Drill down to live transactions
All drilldowns to live data ensure up-to-the-minute information
Real-Time Ad Hoc Analysis
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Payment
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Payments Work Area
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Payment Creation
PaymentProcessing
Payment Process RequestGroup invoices automatically for batch payment processing
Single PaymentsRecord one-off payments, manual payments, or refunds
Increase flexibility and control with multiple ways to make payments
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Payment Process RequestReview installments
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Payment Process RequestReview installments
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Single Payment
– Accommodate last minute supplier requests by quickly creating off-cycle payments• Have more flexibility and control over payment creation outside of
scheduled pay runs with the ability to select multiple invoices for payment regardless of their payment attributes
• Account and post to GL immediately
– Record refunds from suppliers against credit memos
– Ensure accurate reporting and accounting by recording payments made outside of the application
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Single Payment
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Value Propositions and Differentiators
© 2011 Oracle Corporation – Proprietary and Confidential
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Business Solutions and Value PropositionsInvoicing
FEATURE BENEFIT
Complete end-to-end imaging solution with Oracle Document Capture and Forms Recognition
Dashboard and Invoice Work Area
Re-designed invoice entry and matching window
• The only vendor to provide out-of-the-box imaging integration, thus eliminating costly 3rd party integrations
• Proactively monitors processes and alerts you to exceptions so you can take immediate action.
• Reduces data entry errors, pushes up-to-date information within the context of the transaction, and provides visual cues to help guide users’ actions.
© 2011 Oracle Corporation – Proprietary and Confidential
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© 2009 Oracle Corporation – Proprietary and Confidential
Business Solutions and Value PropositionsPayment
FEATURE BENEFIT
Payments Work Area
Payment Process Request
• Improves payment processing efficiency with an at-a-glance view of payment statuses where users can take actions from a central place
• Streamlines end-to-end payment processing that limits user intervention with flexible selection criteria to meet an organizations payment processing needs
© 2011 Oracle Corporation – Proprietary and Confidential
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Bill to Receipts Flow
© 2011 Oracle Corporation – Proprietary and Confidential
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Financial Management
Customer and Partner Validation Testing What Are They Saying?
“The new receipt application processing that includes application recommendations and application exception trends
is really, really good...”
© 2011 Oracle Corporation – Proprietary and Confidential
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Receivables Checks and Balances of Upstream Processes …Order Fulfillment, Projects etc
Increase Productivity• Accurate/Timely Revenue
Recognition• Accurate/Timely Customer
Balances– Accurate Invoicing– Accurate Receipt Applications
Benefits• Increase Receipt
Application Turnover• Increase Customer
Satisfaction• Increase Working
Capital/Cash Flow• Decrease DSO• Increase ROI• etc.
© 2011 Oracle Corporation – Proprietary and Confidential
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Manage Revenue Manage Accounts Receivable Balances
• Process Receipts• Apply Customer Payments• Process Bank Deposits• Clear Accounts Receivables
Transactions• Process Refunds
• Manage Inquiries• Process Late Charges• Process Statements• Adjust Customer
Balances
Process Customer Bill
Fusion Receivables - Order Fulfillment With End-to-End Automation
• Process Revenue• Process Revenue
Adjustments
Process Customer
Payments
• Create and Process Bill• Present Bill• Process Billing
Adjustments
• Automated flow with minimal manual intervention• Easy, intuitive manual alternatives
SLA Accounting, GL Reconciliation and Period Close Activity
Business Intelligence Analytics (OBIA) and Transactional Business Intelligence (OTBI)
© 2011 Oracle Corporation – Proprietary and Confidential
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© 2011 Oracle Corporation – Proprietary and Confidential
Billing WorkareaRole Based - Information Driven
Task Pane provides links to perform specific
tasks
Incomplete Transactions
Adjustments
AutoInvoice Errors
Watchlist, Tagging, Secured Enterprise Search, Personalization
Contextual Actions, Notes, Attachments, Embedded Help
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© 2011 Oracle Corporation – Proprietary and Confidential
Centralized Customer Data Management
Sites stored by Set (Setid)
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44
Fusion TCA Model Customer Account
Customer Account captures financial relationship of a party with the deploying company to buy products or Services
Customer Accountis Global Entity
Customer AccountSite andRelationships areSet Enabled(enabled forreference datasharing)
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• Accounting Rules• Aging Buckets• Auto Cash Rules• Collectors• Customer Site (TCA)• Customer Account
Relationship (TCA)• Lockbox• Payment Terms
• Remit to Address• Revenue Contingencies• Sales Person (TCA)• Standard Memo Lines• Transaction Source• Transaction Type
© 2011 Oracle Corporation – Proprietary and Confidential
Receivables Set Enabled Setup (Setid) Reference Data Sets
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Revenue WorkareaRole Based - Information Driven
• Requiring Manual Scheduling• Pending Contingency Removal
Task Pane provides links to
perform specific tasks
Link to display line
revenue contingency
details
© 2011 Oracle Corporation – Proprietary and Confidential
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Mass Revenue Adjustments
• Several search attributes giving user maximum flexibility to perform precise searches. • Add additional search attributes from the seeded list. • Ability to save searches using saved searches feature to save time for repeated
searches using same search attributes.
Expanded search criteria
Additional search attributes
Saved Search
© 2011 Oracle Corporation – Proprietary and Confidential
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Receivables Balances WorkareaRole Based - Information Driven
Overview Regions pushes the actionable items for your review
Search for Receipts Quickly
Task Pane provides links to drill down to specific tasks
© 2011 Oracle Corporation – Proprietary and Confidential
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SmartReceipts
© 2011 Oracle Corporation – Proprietary and Confidential
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SmartReceipts Differentiator Detail
• Available for all Receipts• Persistent Remittance Reference information• Over/Under Payment Rules• String Manipulation• Scored Recommendations– Customer– Transaction– Exceptions
• Weights + Match Score <,=,> Match Threshold• Receipt Processing Centric Approach• System Driven Setup Updates
© 2011 Oracle Corporation – Proprietary and Confidential
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SmartReceipts Automatic Account/Site Maintenance
© 2011 Oracle Corporation – Proprietary and Confidential
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Receipt Assignment
Integration with Oracle Work Management’s Assignment Manager and CDM’s TCA
• Setup rules that can be executed to match receivables specialist to receipts that require manual application.
• Rules can also be used to derive priority based on attributes of the receipt. • For example, rules can be setup to assign priority to receipts based on attributes
like creation date, bank account etc.
© 2011 Oracle Corporation – Proprietary and Confidential
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Excel Based Receipt Entry Receipts creation via Excel upload
Access the Receipt Excel upload workbook from the Task Pane “Create Receipt via Spreadsheet”
Entering Controls on the batch give you quick indication on the completeness of receipt batch entry task
Conveniently load the Receipt Batch directly from Excel Workbook
© 2011 Oracle Corporation – Proprietary and Confidential
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Excel Based Receipt Entry Load Receipt Remittance Reference Information
Conveniently Search existing receipts in system to load Remittance information
Directly load the entered information from Excel Workbook
© 2011 Oracle Corporation – Proprietary and Confidential
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Value Propositions and Differentiators
© 2011 Oracle Corporation – Proprietary and Confidential
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Business Solutions and Value Propositions
FEATURE BENEFIT
Billing Workarea Revenue Management Workarea Receivables Balances Workarea
• Delivers work requiring attention to users when, where and how they need it, so they can take immediate action.
• Quickly and Easily access related tasks via the Task Pane
Centralized Customer Data Management
• Fusion Receivables delivers the flexibility to maintain a single customer master and the ability to share customer information across the organization as needed.
Mass Revenue Adjustments
• Fusion Receivables provides the ability for the Revenue Analyst to find all revenue transactions that require adjustment and then to immediately take appropriate action including contingency removal and scheduling/unscheduling of all applicable revenue lines.
© 2011 Oracle Corporation – Proprietary and Confidential
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Business Solutions and Value Propositions
FEATURE BENEFIT
SmartReceipts • Fusion Receivables couples an extremely robust automatic receipt application engine with a preeminent cash application user interface.
Automatic Receipt Assignment
• Fusion Receivables delivers a robust and flexible process to automatically assign receipt application tasks to the right people at the right time.
Excel Based Receipt Entry and Update
• Fusion Receivables delivers Excel integration for receipt creation utilizing FDI (Fusion Desktop Integration) to enhance user productivity.
© 2011 Oracle Corporation – Proprietary and Confidential
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Oracle Advanced Collections - Fusion Edition
Business Process Models Service Oriented Architecture
Secure Enterprise Search Contextual Action
Receivables, Payments
Centralized Customer Data Management
BI Reports (OBIA)
Manage Assigned
Work
Manage Assigned
Work
Customers
Integrated Dashboards Notifications Worklists
Transactions
Credit Cards
Process Disputes,
Adjustments, Payments
Process Disputes,
Adjustments, Payments
Manage Customer
Data
Manage Customer
Correspondence
Manage Customer
Correspondence
Bank EFT
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© 2011 Oracle Corporation – Proprietary and Confidential
Proactive Management of Delinquent Customers Information-Driven Dashboards for Collectors
Search/save lists of delinquent customers
Review, sort, query, update assigned work, export, detach delinquent customer list
View, search/save, prioritize, manage assigned activities
Search by customer, account, bill to site
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© 2011 Oracle Corporation – Proprietary and Confidential
Proactive Management of Delinquent Customers Information-Driven Dashboards for Managers
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© 2011 Oracle Corporation – Proprietary and Confidential
Proactive Management of Delinquent Customers Information-Driven Work Areas for Collectors
Customer, Account, Bill to Search
View customer hierarchy, Change focus of work area
Tabs of data for displayed customer
Notes displayed chronologically
View trx by BU, status, date range and class, sort, query, export, detach, and pay, dispute, or adjust
Header detail and activity for selected trx
Lines detail for selected trx
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Business Solutions and Value PropositionsCustomer and Transactional Information for Collections Professionals
FEATURE BENEFIT
Automated Delinquency Identification and Work Assignment
Collector Dashboard and Interactive Work Prioritization
Customer Work Area
• Proactively pushes actionable work to the right collector at the right time. Eliminates the need for age trial balance reports or spreadsheets.
• Organizes assigned customers and actions on the Dashboard. Prioritize each customer’s delinquency situation and change the status to ensure that nothing is forgotten.
• Provides all the information needed to collect
effectively from each customer
© 2011 Oracle Corporation – Proprietary and Confidential
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Q&A