Advanced Collections in Oracle: Universal Work Queue

Lessons

1. Overview of Oracle Collectors' Work Queue

2. Introduction to the 4 Work Nodes in the Work Queue Dashboard

3. How to Configure Delinquent Customers in Oracle

4. How to Configure Strategy Work Item in Oracle

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Duration 20 Min
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Lessons 4 Lessons
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Language English
  • About
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Course Overview

Today, every two out of three collectors find it challenging to track their customer's current and historical data in ERP. Investing additional time and effort in finding the right data, often delay the collections effort. Despite knowing whom and when to contact, and what to say on the collections call, the collections process is slowed down because you don't have the relevant data at hand. In this scenario, how could you perform collections activity proactively? Oracle Universal Work Queue aims at tracking the customer's current and historical data. Say no to the troublesome calendar-based record-keeping for collecting overdue payments. The tool simplifies, record-keeping by creating activities in the work queue dashboard. As a collector, you could access the tool to get a centralized view and access to work. You could even view, request, receive, access, and organize work, without having to hop on multiple dashboards. Highako.com offers a detailed tutorial on how to navigate through the universal work queue from scratch. Leverage this course to create a seamless activity list for each of your delinquent customers and take action immediately. This tutorial will help you understand how to select upon a past-due customer type and carry out activities such as dunning notices, follow-up emails, fax, set-up a meeting. Using the tool you could even set the priority of the activity according to the requirement in the activity tab.

What you will learn

  • Overview of Oracle Collectors' Work Queue
  • Introduction to the 4 Work Nodes of the Work Queue Dashboard
  • How to Configure Delinquent Customers in Oracle
  • How to Configure Strategy Work Item in Oracle

Skills you will gain

Collections Worklists
Collecting Payments
Following up With Past-Dues Customers
Oracle Advanced Collections
Configuration
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Role: Collections Analyst
Designed for Collections Analyst & Managers
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: Oracle
Role-specific ERP Module training
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Type: Practical Course
Hands-on learning with screen recordings
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

1. Overview of Oracle Collectors' Work Queue

Monitoring and analyzing late payments is a hectic task for the collectors. A huge amount of time gets wasted in following-up with customers to recover past-dues. This tutorial will help you track customer payments in a more defined manner and prioritize the customers for timely debt recovery. Ultimately this would help you establish good credit control and eliminate bad debt write-offs.

2. Introduction to the 4 Work Nodes in the Work Queue Dashboard

This tutorial covers the four work-nodes of the Collector’s Work Queue Dashboard in Oracle. These work nodes organize information to match the operational data level at which collectors work with customers. Hence the work nodes display consolidated data at the customer level, account level, a bill to level, or by individual delinquencies.

3. How to Configure Delinquent Customers in Oracle

Watch this tutorial to learn in detail about the delinquent customer nodes. This session will help you understand how to configure them in the Oracle work queue. This work node displays a list of outstanding invoices, with the amount overdue for each customer. Today, you would see how to carry out this functionality in the universal work queue.

4. How to Configure Strategy Work Item in Oracle

Watch this tutorial to lean how to configure strategy work nodes to follow-up on your customers using the right actions in the Oracle Collectors’ Work Queue dashboard.

Lesson Resources

Krishna Palepu

Krishna Palepu

Oracle R12 Consultant, Forcitude
Oracle EBS R12 Functional Consultant with 20+ years of experience in the areas of Oracle Applications implementation, Financial System analysis, design, development, testing and maintenance.

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