Implementing? Upgrading?
Need to Create User Manuals?

Get the Quickstart Guide to Implementing Oracle Receivables

by Cathy Cakebread

Three of the most difficult aspects of implementing a new system are: 1) Understanding how to set up the system to best meet your specific business needs , 2) Training your users on how to use the new system including basic navigation and principles of how the new system works, and 3) Maintaining customized documentation for the detailed use of the system and company procedures. The intention of The Quickstart Guide to Implementing Oracle Receivables by Cathy Cakebread is to help you to resolve these issues.

By providing you with detailed explanations of the what the setups are and how they are used, you are more quickly able to see the impact of each and to make logical decisions on how to set up your system.

With the various training materials you can easily get your users up to speed with tips and advice answering common user questions.

You will receive the materials as both a hard copy manual and Microsoft® Office files on CD, giving you a generic introduction and also a detailed framework for you to create your own custom documentation and training materials. It even lets you know when to add your customizations by prompting for user-specified values, and providing instructions for adding your screen shots and your reports.

Training Materials and Procedures
  1. Introduction to Oracle Navigation by Cathy Cakebread walks you through the basics of navigation using Oracle’s Smart Client architecture. It provides an introduction for new users of Oracle or Oracle Smart Client architecture.

    2.
  2. Oracle Receivables Overview by Cathy Cakebread is a high-level introduction to Oracle Receivables including glossaries, flow diagrams and explanations of how the processes work. It is designed as an introduction for new users of Oracle Receivables.
  3. Oracle Receivables Training Manual by Cathy Cakebread lists field by field instructions for each of the Oracle Receivables forms including tips on how to perform specific functions. This manual also includes a directory of the standard reports and how each is typically used. Special procedures such as Period End Close, Customer Refund Checks, Customer Deductions and How to Download Data to Excel are included, as well as Quick Reference Guides for key forms, and detailed procedures for commonly-used processes. The manual can be used as a reference as well as a training guide for day-to-day users of Oracle Receivables.
  4. Sample Class Exercises which, in addition to training users, help to standardize your company procedures regarding data entry rules and transaction processing.

Use these materials for:

    • Navigation Training
    • Oracle Receivables Overview Training
    • Detailed Training on Specific Tasks
    • Detailed Procedures for Your Business Needs
    • Implementation and Setup Planning

Customize the documentation by adding:

    • your screen shots and reports
    • your specific values

With your purchase, you will receive instructions on how to customize and assemble. The materials are designed for you to interleave copies of your screen shots so that you have:

    • A screen shot on the left page and the verbiage on the right page referencing the form;
    • Documentation files without the screen shots (considerably smaller and more manageable);
    • Room to include samples of the reports you use (with your data).

Implementation Tool Kit
  1. Sample Implementation Project Plan you can use to start your project. Ideas about the tasks to be performed, dependencies, and who typically performs each activity are included.
  2. Setup Worksheets including:

    3. - the proper sequence to set up values

    - menu paths and tips for each set up

    - details on how each setup is used

    - the accounting impact of the setup

    - any reports impacted by the setup

    - grids including the fields to be set up (you fill in the blanks with your values)

  3. Implementation Tips for how to setup Oracle Receivables, especially the critical areas of Transaction Types and AutoAccounting.
  4. Sample Menus and Responsibilities, including those for:

    5. Billers

    Collectors

    Cash Appliers

    Inquiry Only

  5. Tool for mapping legacy reports to Oracle reports.
    6.
  6. OAUG Presentations by Cathy Cakebread including high-level implementation tips presented at the Oracle Applications Users Group conferences.

What you receive with your Quickstart Guide purchase:
  • One hard copy of the complete guide
  • A CD containing the entire contents of the guide in Microsoft® Office 2000
  • Customization instructions including:

- Modifying the files to add your data,

- Adding screen shots of your system and your report samples,

- Copying and assembling your customized User Manual.

Availability:
    • Release 10.7 - GUI
    • Release 10.7 - Character
    • Release 11
    • Release 11i

 

Pricing: Contact Cathy for Details.

Contact Cathy Cakebread at cathyc@compuserve.com

or (650) 562-1167.