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Design
Define operating and accounting models before interfaces.
Customer/account/site structure, transaction sources/types and receipt design.
Revenue and receivable account derivation.
AutoInvoice, billing, lockbox and receipt integrations.
Testing
Validate detailed and consolidated outcomes.
Multi-line invoices, credits, adjustments, receipts, applications and reversals.
Accounting dimensions and reporting requirements.
Source-to-AR-to-GL reconciliation.
Cutover
Protect open balances and interfaces.
Customer/master conversion.
Open transaction and receipt reconciliation.
Production schedules, security and first-close ownership.
Related implementation intelligence
Practitioner guidance should complement current Oracle product documentation and the project's approved implementation methodology. Validate release-specific setup and behavior against current Oracle documentation.