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Implementing Cloud Financials: From Empty Pod to Go-Live · Module 9 · Receivables

System options

Lesson 88 of 153 · 10 min

Configure system options per business unit: accounting settings, tax settings, transaction and receipt defaults. Set the realised gains and losses accounts. Configure the aging bucket defaults. And set document numbering behaviour. Per business unit again — the cost the granularity lesson predicted, in its third appearance. By now the pattern should be familiar enough that the number of business units in your design has a felt weight rather than an abstract one. Numbering choices here can be statutory in some countries. Ask before defaulting: a sequence that is merely a preference in one jurisdiction is a legal requirement in another, and the difference is not visible from the screen.

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In this module: Module 9 · Receivables

  1. 1The order-to-cash picture
  2. 2System options
  3. 3Transaction types and sources
  4. 4AutoAccountingFree preview
  5. 5The customer model
  6. 6Creating customers
  7. 7Receipt classes, methods and remittance
  8. 8Receivables activities and adjustments
  9. 9End to end: invoice to cash
  10. 10What breaks
  11. 11Lab: full order-to-cash