Oracle R12 Advanced Collections

StayAhead Training


£630 inc VAT
Study method
Distance Learning with live classes
1 Day, Part-time/Full-time
No formal qualification
Additional info
  • Tutor is available to students

Add to basket or enquire

Enquire now


S7Oracle R12 Advanced Collections Course Overview

The Oracle R12 Advanced Collections course provides a thorough introduction to using the Dunning based Collections method provided by Oracle R12 Advanced Collections. Delegates will learn the key steps involved in the configuration of Oracle R12 Advanced Collections together with its use in day to day operations.

The delegate will learn and acquire skills as follows:

  • Dunning Plan set up
  • Using Correspondence templates
  • Setting Profile Options
  • Administering Scoring Engines
  • Processing Work Items
  • Carrying out User Procedures
  • Using the Universal Work Queue
  • Transaction processing
  • Processing Promises to Pay
  • Placing Invoices in Dispute
  • Creating Callbacks
  • Administering of Broken promises
  • Dunning Plan administration
  • Running Reports
  • Managing Later Stage Delinquencies
  • Using Metrics

Who will the Course Benefit?

This course is suitable for credit control managers and staff, finance staff or those who provide support to them such as systems administrators. The Oracle R12 Advanced Collections course is suitable for Oracle customers who have upgraded from Oracle Financials 11i and who therefore wish to learn about the Dunning-based approach to credit control available to them through R12 Advanced Collections.

Course Objectives

By the end of this Oracle R12 Advanced Collections course delegates will be able to differentiate between the two key Collections methods. They will be able to identify, review and update key set up steps for Dunning-based credit control. They will be able to carry out day to day administrative tasks for Dunning-based Collections, as well as the range of Collections Agent user tasks, including running reports and reviewing customer metrics.


A good understanding of the Receivables function within the delegates' own organisation is required together with an appreciation of the approach to credit controlling that the organisation is currently using.

Follow-On Courses

  • Oracle R12 Accounts Receivable Setup & Management
  • Oracle R12 General Ledger Setup & Management


  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.

Oracle R12 Advanced Collections Training Course


Course Contents - DAY 1Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions


  • Collections Responsibilities
  • Collections Agent
  • Collections Manager
  • Collections Administrator
  • Collection Methods
  • Dunning based Collections
  • Operational Data Levels


  • Set up in Related Applications
  • Define Employees
  • Define Collectors
  • Define Resource Groups
  • Define Resources
  • View Resource Hierarchy
  • Assign Collectors
  • Define Profile Classes
  • Other Related Applications
  • iReceivables
  • Notes
  • Tasks
  • XML Publisher
  • Customer Interaction Tracking
  • Oracle Customer Interaction History
  • Other Applications


  • Dunning Set up
  • Set up Questionnaire
  • Pre-configured Elements
  • Collectors Work Queue Nodes
  • Work Queue Profile Options
  • Dunning Plan Set up Requirements
  • Set the Collections level
  • Create Templates for Dunning Correspondence
  • Select an Aging Bucket for Dunning Plans
  • Set Dunning level
  • Create a Dunning Plan
  • Set up the UWQ for Dunning Plans
  • Review Scoring Engines


  • Strategy Overview
  • Scoring Components
  • Scoring Engines
  • Work Items
  • Strategies
  • Strategy Defaults
  • Enabling Strategies tab in Collections window

Oracle R12 Advanced Collections Training CourseView Course Contents - DAY 1 (continued)Session 5: USER PROCEDURES

  • Advanced Collections User Interface
  • Collections window
  • Collections tab
  • Profile
  • History
  • View Correspondence History
  • View Adjustment History
  • View Promises History
  • View Dispute History
  • View Interaction History
  • Accounts
  • Transactions
  • Aging
  • Notes
  • Tasks
  • Collectors Work Queue
  • Customer Search
  • Quick and Expanded Search
  • Saved Results
  • Designating Collections and Dunning Contacts
  • Transaction Processing
  • Payment Processing
  • Promises to Pay
  • Reversing Payments
  • Adjusting Invoices
  • Place an Invoice in Dispute
  • AR Credit Memo Approval Request
  • Working with the eBusiness Center
  • Process a Callback
  • Creating Tasks Manually
  • Broken Promise Items
  • Transfer ownership of a Callback task
  • Update a Callback task
  • Reassign Ownership
  • Reassign Ownership for a Fixed Time Period


  • Dunning Plan Administration
  • IEX: Promise Reconciliation
  • IEX: Scoring Engine
  • IEX: Send Dunnings for Delinquent Customers
  • IEX: Create Dunning and Broken Promise Callbacks
  • IEX: Populate UWQ Summary Table

Session 7: REPORTS

  • Reports
  • Campaign / Collector Outcome Summary Report
  • Promise Reconciliation Report
  • Payment Campaign / Collector Summary / Detail Report
  • Collections Campaigns


  • Enable the Lifecycle tab in Collections
  • Updating a Delinquency
  • Litigation
  • Repossession
  • Bankruptcy

Session 9: METRICS

  • Metrics
  • View existing Metrics
  • View Metrics in Collections window

Questions and answers


Currently there are no reviews for this course. Be the first to leave a review.


What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


Mobile Navigation