Finance · Fusion · Intermediate
Implementing Cloud Financials: From Empty Pod to Go-Live
Sixteen modules, seventeen labs, and a full implementation capstone
A practical implementation course for functional consultants, finance system analysts and finance staff handed a cloud ERP project. Vendor documentation tells you what the setup tasks are. This covers the part that is not written down: what order to do things in when reality intrudes, what breaks three months later during close, why a design decision matters, and how to run the client conversation before you configure anything. Every module ends with a failure segment — the specific misconfigurations that surface too late.
SAR 1,300
153 lessons · 1,725 min
What you will be able to do
- Run a chart of accounts design workshop and defend the structure you leave with
- Build a ledger end to end — value sets through to an open first period
- Configure tax for two countries and diagnose why tax did not calculate
- Take a supplier invoice and a customer invoice through their full cycles to cash
- Reconcile a bank statement automatically and explain the exceptions
- Choose the right reporting tool in under a minute, and build the statements
- Plan and execute an opening balance migration that reconciles
- Implement a finance system from a client brief alone
What you should know first
- You can read a trial balance, a balance sheet and a profit and loss statement
- No prior experience of this platform is assumed
- Access to a practice environment, or willingness to follow the screenshot guides
What you will cover
1. Module 0 · Orientation
How the course works, how to get an environment to practise in, and where every later module sits in a real implementation timeline.
- 1How this course works7 min
- 2Getting an environment10 min
- 3The implementation lifecycle12 min
- 4Your setup checklist3 min
2. Module 1 · The Financials Landscape
The application family, how the modules feed each other, and how to navigate the setup area without hunting.
- 1The application family12 min
- 2The data flow mapFree preview14 min
- 3Navigating the application11 min
- 4The Setup and Maintenance area10 min
- 5Rapid vs. full implementation8 min
- 6Working with a system integratorFree preview9 min
- 7Lab: navigate the setup area4 min
3. Module 2 · Security and User Provisioning
Provision users, assign the right access, and diagnose why someone can see a page but not the data on it.
- 1The security mental model13 min
- 2Function vs. data security12 min
- 3The role types11 min
- 4Provisioning your first users12 min
- 5Data access: ledgers, business units, asset books14 min
- 6Building a custom role12 min
- 7Segregation of duties10 min
- 8What breaks10 min
- 9Lab: provision a finance team6 min
4. Module 3 · Common Configuration
Geographies, currencies, rates and reference data sets — and why every one of them has to exist before customers, suppliers or business units do.
- 1Why this module comes first8 min
- 2Geographies and address validation12 min
- 3Building a geography hierarchy13 min
- 4Currencies and conversion rate types11 min
- 5Reference data sets13 min
- 6Configuring reference data sets9 min
- 7What breaks9 min
- 8Lab: build the foundation layer5 min
5. Module 4 · Chart of Accounts and Ledger Design
The heaviest module, and the one where projects go wrong. Sit in a design workshop, extract a structure, defend it, and build the whole thing through to an open first period.
- 1What we're building4 min
- 2The decision you can't undo10 min
- 3Anatomy of a chart of accounts12 min
- 4Segment labels and qualifiers11 min
- 5Running the design workshop15 min
- 6Sizing segments: the arithmetic9 min
- 7Building value sets12 min
- 8Structure, instance, deployment14 min
- 9Loading account values8 min
- 10Account hierarchies and why reporting needs them12 min
- 11Building and publishing a hierarchy11 min
- 12Accounting calendars12 min
- 13Currency and conversion rate types8 min
- 14Primary, secondary, reporting: the decision tree13 min
- 15Building the primary ledger12 min
- 16Ledger options and completing the definition13 min
- 17Cross-validation and segment value security14 min
- 18What breaks12 min
- 19Lab briefing: Meridian Trading8 min
6. Module 5 · Legal Entities and Business Units
Translate a client's legal and operational structure into legal entities, business units and balancing segment values — and defend the granularity you chose.
- 1The enterprise structure model13 min
- 2Business unit granularityFree preview14 min
- 3Legal jurisdictions and authorities9 min
- 4Creating legal entities and reporting units12 min
- 5Creating business units and assigning functions13 min
- 6Tying it together11 min
- 7Intercompany foundations12 min
- 8What breaks10 min
- 9Lab briefing: Meridian structure6 min
7. Module 6 · Banks, Branches and Cash Management
Configure a bank account from scratch, load a bank statement, and reconcile it automatically — and know why the ones that do not match, do not.
- 1The cash management model10 min
- 2Banks, branches, accounts13 min
- 3Account use and business unit access9 min
- 4Bank statement formats and transaction codes12 min
- 5Loading a bank statement11 min
- 6Reconciliation rules and tolerances16 min
- 7Cash position and external transactions9 min
- 8What breaks10 min
- 9Lab: configure, load, reconcile5 min
8. Module 7 · Tax
Build a working tax configuration for two countries from nothing — and when tax does not calculate, know the four places to look and the order to look in.
- 1Why tax is the hardest module8 min
- 2The regime-to-rate flow15 min
- 3Building regime, tax, status, jurisdiction, rate18 min
- 4The determination process14 min
- 5Defaults vs. rules16 min
- 6Party tax profiles and registrations12 min
- 7Recovery and self-assessment11 min
- 8Making tax live and testing it12 min
- 9What breaksFree preview14 min
- 10Lab: two-country tax6 min
9. Module 8 · Payables and Payments
Take a supplier from creation through invoice, validation, approval, payment and accounting — and understand every option you set along the way.
- 1The procure-to-pay picture10 min
- 2Common options and invoice options14 min
- 3Payment terms and distribution sets10 min
- 4The supplier model12 min
- 5Creating suppliersFree preview12 min
- 6The payments engine13 min
- 7Payment methods, profiles, documents15 min
- 8Invoice approval workflow12 min
- 9End to end: invoice to payment to accounting16 min
- 10What breaks12 min
- 11Lab: full procure-to-pay6 min
10. Module 9 · Receivables
Take a customer from creation through invoice, receipt and application — and explain exactly where every account on the resulting journal came from.
- 1The order-to-cash picture10 min
- 2System options10 min
- 3Transaction types and sources16 min
- 4AutoAccountingFree preview17 min
- 5The customer model11 min
- 6Creating customers11 min
- 7Receipt classes, methods and remittance14 min
- 8Receivables activities and adjustments10 min
- 9End to end: invoice to cash15 min
- 10What breaks12 min
- 11Lab: full order-to-cash6 min
11. Module 10 · Expenses
Build an expense template with real policies, watch a violation get caught, and follow the report all the way into Payables.
- 1How expenses actually flow8 min
- 2Templates and expense types13 min
- 3Policies and rate schedules14 min
- 4Approval and audit12 min
- 5Corporate cards8 min
- 6End to end and what breaks12 min
- 7Lab: build an expense policy4 min
12. Module 11 · Fixed Assets
Build asset books and categories, bring assets in from Payables automatically, run depreciation, and handle the full transaction set through retirement.
- 1The asset model11 min
- 2The three flexfields12 min
- 3Asset books14 min
- 4Categories and depreciation rules15 min
- 5Adding assets manually9 min
- 6Mass additions from PayablesFree preview13 min
- 7Adjustments, transfers, retirements12 min
- 8Depreciation, close and what breaks14 min
- 9Lab: assets end to end5 min
13. Module 12 · Financial Reporting
Know which of the four reporting tools to reach for, and build a working balance sheet and P&L from your own ledger.
- 1Four tools, one questionFree preview14 min
- 2The balances cube12 min
- 3Account inquiry and account groups12 min
- 4Folders, permissions and connections11 min
- 5Building a balance sheet18 min
- 6Building a P&L with comparatives15 min
- 7Smart View for ad-hoc analysis14 min
- 8Operational reporting and dashboards12 min
- 9What breaks12 min
- 10Lab: build the CFO pack6 min
14. Module 13 · Rapid Implementation Spreadsheets
Build an entire enterprise structure in a spreadsheet and load it in minutes — and know exactly where the accelerators stop being useful.
- 1Why we taught the slow way first8 min
- 2The enterprise structures workbook18 min
- 3Loading and verifying12 min
- 4Cross-validation rules spreadsheet9 min
- 5Cash management rapid setup9 min
- 6Tax configuration workbook13 min
- 7Customer and budget uploads13 min
- 8What breaks10 min
- 9Lab: load a three-entity structure5 min
15. Module 14 · Data Migration and Integration
Plan an opening balance migration, execute a file-based import end to end, and know which integration pattern fits which requirement.
- 1Migration strategy: what to bringFree preview14 min
- 2The import architecture11 min
- 3File-based import end to end15 min
- 4The finance import objects13 min
- 5Opening balances13 min
- 6Configuration migration between environments10 min
- 7Integration patterns and third parties12 min
- 8What breaks10 min
- 9Lab: migrate opening balances5 min
16. Module 15 · AI Features
Enable AI features properly, and be able to give a client a straight answer about what they are worth.
- 1The opt-in model9 min
- 2Prerequisites: roles and setup10 min
- 3Enabling and configuring features12 min
- 4An honest assessment9 min
- 5What breaks5 min
- 6Lab: enable and assess3 min
17. Module 16 · Full Implementation Capstone
Implement a finance system from an empty environment to a working close, working only from a client brief — the way a real project starts.
- 1How the capstone works8 min
- 2The client brief14 min
- 3Building your project plan12 min
- 4Submission and grading6 min
- 5Solution walkthrough45 min
- 6Common submission mistakes15 min