This is the main course for the ERP Agile Consultant Bootcamp. A mentorship program aimed at providing you with the core skills required to function as an Oracle ERP Cloud Consultant within 20 days.
Course Outline
Day 1- Introduction & 7Ds Methodology
Day 1 - Assignment
Day 2 - Blueprint, Financials Overview and Enterprise Structure
Day 2 - Assignment
Day 3 - Discover: Scope and Questionnaire
Day 3 - Assignment
Day 04 - Functional Specification and Core Business Processes
Day 4 - Assignment
Day 05 - Security and Functional Design
Day 5 - Assignment
Day 06 - Financial Design
Day 6 - Assignment
Day 07 - Rapid Implementation
Day 7 - Assignment
Create Setup User
Add Roles to User
Practice: Create Implementation User
Create Setup Spreadsheet
Generate Setup Files
Rapid Implementation Spreadsheet
Upload Chart of Accounts Structure
Practice: Uploading the Chart of Accounts File
Practice: Verifying Deployment Was Successful
Upload Ledger, Legal Entities and Business Unit
Practice: Uploading the Ledger, Legal Entity, and Business Unit File
Review Legal Entity
Practice: Reviewing an Existing Legal Jurisdiction
Practice: Reviewing Legal Addresses for Legal Entities and Reporting Units
Practice: Searching for Your Legal Entity
Practice: Manage Legal Entity HCM Information
Practice: Viewing a Legal Reporting Unit (Optional)
Practice: Searching for Your Value Sets
Review Chart of Accounts
Practice: Searching for Your Chart of Accounts Structure and Instance
Practice: Deploying a Chart of Accounts
Practice: Verifying Your Calendar
Practice: Reviewing Currencies
Practice: Searching for Your Ledger
Review Ledger Options
Practice: Verifying and Setting Your Ledger Options
Practice: Verifying Your Legal Entities and Balancing Segments Assignments
Create Employee User
Practice: Creating an Employee
Assign General Ledger Roles and Access to Ledgers
Practice: Attach Roles and Data Access for your User
Open Periods
Practice: Opening the First Accounting Period
Day 8 - Review Payables, Receivables and Config Workbook
Day 08 - Assignment
Assignment Resources
Review Business Units
Practice: Viewing Your Business Unit
Practice: Viewing the Assigned Business Unit Functions
Practice: Creating a Reference Data Set
Practice: Managing Your Business Unit Set Assignment
Practice: Managing Data Access for Your User
Practice: Defining Your User as a Procurement Agent
Create Payment Terms
Practice: Creating a Payment Term
Review Common Options for Payables and Procurement
Practice: Managing Common Options for Payables and Procurement
Review Invoice Options
Practice: Managing Invoice Options
Review Payment Options
Practice: Managing Payment Options
Practice: Managing Distribution Sets
Review Receivables System Options
Practice: Reviewing Receivables System Options
Review Receivables Activities
Practice: Reviewing Receivables Activities
Practice: Reviewing Statement Cycles
Review AutoAccounting Rules
Practice: Reviewing AutoAccounting Rules
Practice: Reviewing Remit-to Addresses
Practice: Defining a Transaction Type
Practice: Defining a Transaction Source
Day 09 - Unit Test GL, AP and AR
Day 09 - Assignment
Create Supplier Site Assignment
Practice: Creating a Supplier
Create Supplier Invoice
Practice: Creating Manual Invoices
Review Accounts Payable Journal in General Ledger
Create Customer Site
Create Receivables Reference Accounts
Practice: Creating a Customer
Create Receivables Invoice
Complete Receivables Invoice
Practice: Creating a Manual Invoice
Review Receivables Accounting in General Ledger
Create General Ledger Journal
Day 10 - Unit Test, Bank, Payments and Receipts
Day 10 - Assignment
Practice: Creating Banks, Branches, and Bank Accounts
Practice: Editing Your Bank Account
Day 11 - Technical Approach - Branding and Data
Day 11 - Assignment
Practice : Create Custom Role
Practice: Branding
Practice: Create lookup code
Practice: Create Value Sets
Practice: Create Descriptive Flexfied
Day 12 - Loading Data, FBDI, ADFDI, HDL, REST APIs
Day 12 - Assignment
Practice: Load Suppliers
Practice: Creating Payables Invoices from Spreadsheet
Create Journals from Spreadsheet
Practice: Creating a Journal with Spreadsheet
Sample Documents
Day 13 - Reporting Overview
Day 13 - Assignment
Run Invoice Register Report
Practice: Navigating to and Viewing a Standard Report
Practice: Viewing a Financial Report from the Financial Reporting Center
Practice: Viewing an Oracle Transactional BI Report from Reports and Analytics
Practice: Using Infolets
Practice: Viewing the General Accounting Expense Infolet
Practice: Reviewing the Oracle BI User Interface
Practice: Using BI Composer
Practice: Creating an Analysis, a View, and a View Selector
Day 14 - Approvals Overview
Day 14 - Assignment
Practice: Workflow Exercise
Practice: Create Journal Approval Rules
Day 15 - Subledger Accounting and Accounting Hub
Day 15 - Assignment
Practice: Creating a Mapping Set
Practice: Creating Account Rules
Practice: Creating a Subledger Journal Entry Rule Set
Practice : Duplicating and Modifying an Accounting Method
Practice: Testing Your Accounting Rule
Practice: AH Registering a Source System
Practice: Creating a Mapping Set
Practice: Creating Account Rules
Practice: Creating a User-Defined Formula
Practice: Creating a Description Rule
Practice: Creating a Supporting Reference
Practice: Creating a Journal Line Rule
Practice: Creating a Subledger Journal Entry Rule Set
Practice: Creating a Subledger Accounting Method
Practice: Uploading Transaction Data from a Spreadsheet
Practice: Viewing the Draft Journals and Posting the Journals in Final Status
Day 16 - Payments
Day 16 - Assignment
Practice: Creating a Disbursement Payment File Format
Practice: Creating the Transmission Configuration
Practice: Creating a Payment System
Practice: Creating a Payment Method
Practice: Creating a Payment Process Profile
Practice: Submitting a Payment Process Request
Day 17 - Receipts and Funds Capture
Day 17 - Assignment
Practice: Defining a Customer Profile Class
Practice: Creating a Receipt Class and Receipt Method
Practice: Creating a Receipt Source
Day 18 - Bank Reconciliation and Testing Overview
Day 18 - Assignment
Practice: Managing Bank Statement Transaction Codes
Practice: Creating a Bank Statement Transaction Creation Rule
Practice: Managing Bank Statement Reconciliation Tolerance
Practice: Managing Bank Statement Reconciliation Matching Rules
Practice: Managing Bank Statement Reconciliation Rule Sets
Practice: Assigning a Rule Set to a Bank Account
Practice: Performing a Bank Statement Reconciliation with Autoreconciliation
Sample Test Scripts
Day 19 - Deliver - Training Approach
Day 19 - Assignment
Training Documentation and Resources
Oracle ERP Cloud - A Day in the Life of Tomorrow's CFO
Day 20 - Deploy and Course Review
Additional Resources
