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Oracle EBS Training on Credit Holds and Order Release

This course on Oracle credit holds will help you configure business rules to set up credit checks for customers and block orders when necessary.

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About this Course

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description
lessonOverview

Credit Holds are one of the most important activities that a credit analyst carries out every day as the sales teams are keen to get the order approved. While 80% of the orders are released as exceptions, the whole process where a credit analyst has to do the necessary due diligence before releasing the order is a cumbersome one.

This course explains how a large part of this process could be automated in Oracle. This course on Oracle Credit Holds enables you to create automated rules to perform credit checks on customer orders or order lines, and automatically hold orders or lines that violate your credit setup.

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instructor
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KRISHNA PALEPU Oracle R12 Consultant, Forcitude Krishna is an Oracle 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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tribe
widgetType Id components
topic oracle-technical-skillscredit-management input

Curriculum25 Mins

  • Credit Check and Order Holds in Oracle (~ 15 mins)
  • Preview
    Oracle Credit Check: How to Set-up Payment Terms
  • Oracle Credit Check: Defining Credit Check Rules & Transaction Types
  • Oracle Credit Holds and How does it Work?
  • Blocked Order Management in Oracle (~ 10 mins)
  • Blocked Order Management in Oracle

About this Course

promoImage
description
lessonOverview

Credit Holds are one of the most important activities that a credit analyst carries out every day as the sales teams are keen to get the order approved. While 80% of the orders are released as exceptions, the whole process where a credit analyst has to do the necessary due diligence before releasing the order is a cumbersome one.

This course explains how a large part of this process could be automated in Oracle. This course on Oracle Credit Holds enables you to create automated rules to perform credit checks on customer orders or order lines, and automatically hold orders or lines that violate your credit setup.

transcript

Coming Soon

resources Coming Soon
discuss Coming Soon
instructor
name title image description
KRISHNA PALEPU Oracle R12 Consultant, Forcitude Krishna is an Oracle Functional Consultant with 20+ years of experience in the areas of Oracle applications implementation, financial system analysis, design, development, testing, and maintenance.
recommendation
image tag title description link duration
Cash Reconciliation Oracle Customer Data Management Training Get details on Oracle Trading Community Architecture and how to store customers, vendors, as partners in Oracle EBS https://academy.highako.com/oracle-customer-data-management-training-course 50 Mins
Financial Statement Analysis Financial Statement Analysis for Trade Credit Analysts Learn the ways how to analyze an organization's financial situation by considering various factors such as key ratios, trends, and cash flow. https://academy.highako.com/financial-statement-analysis-for-trade-credit-analysts-course 80 Mins
Credit Scoring Oracle Credit Management Application Workflow Training on Oracle Credit Management Application to work on customer master records, financial data, employee workload, scoring models, credit checklists & more. https://academy.highako.com/oracle-credit-management-application-workflow-course 40 Mins
tribe
widgetType Id components
topic oracle-technical-skillscredit-management input

Curriculum25 Mins

  • Credit Check and Order Holds in Oracle (~ 15 mins)
  • Preview
    Oracle Credit Check: How to Set-up Payment Terms
  • Oracle Credit Check: Defining Credit Check Rules & Transaction Types
  • Oracle Credit Holds and How does it Work?
  • Blocked Order Management in Oracle (~ 10 mins)
  • Blocked Order Management in Oracle