Implementing Cloud Financials: From Empty Pod to Go-Live · Module 9 · Receivables
Lab: full order-to-cash
Lesson 97 of 153 · 2 min
Ninety minutes. Eight deliverables: system options for all business units; two transaction types and two transaction sources with distinct numbering; AutoAccounting configured for revenue, receivable, freight and tax, with the planning worksheet completed; three customers, one with separate bill-to and ship-to in different jurisdictions and one with a tax exemption; a receipt class and two receipt methods using your remittance accounts; two receivables activities including a write-off; the full cycle — transaction, complete, account, receipt, apply, account; and one partial application leaving an on-account balance, plus one small write-off. Five acceptance criteria: each AutoAccounting segment source is documented and justified; the ship-to jurisdiction demonstrably changes tax treatment; journals are traced line by line to their configuration source; the on-account balance is visible on the customer account; and the write-off respects the approval limit. The first criterion is the one that matters in two years. An AutoAccounting configuration nobody documented is…
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Cloud Financials: From Empty Pod to Go-Live, with a certificate on completion and a fourteen-day refund window.