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Oracle R12 General Ledger

Course Code: FGLR12
Day(s): 2
Price: £695.00 (ex. VAT)

Overview 

This course covers all the key areas of end user functionality provided in Oracle General Ledger. Routine tasks such as journal processing, inquiries and running reports are all covered within the syllabus, with extensive opportunities for delegates to practice as the course progresses.


Pre-Requisites
  • Delegates should have knowledge of the general accounting function within their own organisation.


Next Course Dates

August
20 Aug - 21 Aug, 2012LondonAdd to Basket
November
12 Nov - 13 Nov, 2012LondonAdd to Basket






    More Information

    This Oracle R12 General Ledger course is suitable for delegates who have no previous knowledge of Oracle Financials. It incorporates navigation skills training and thus fulfils a pre-requisite for most of the other Oracle Financials courses. Its intended audience comprises finance staff, those who provide support to them such as Systems Administrators and those whose role includes some financial or budgetary responsibility which requires them to use Oracle Financials.

    • Navigation
    • Performing General Ledger inquiries
    • Performing funds available inquiries
    • Inquiring on actuals, encumbrances and budgets
    • Creating manual and statistical journals
    • Finding and amending journals
    • Generating a reversing journal
    • Approving manual journal entries
    • Posting a journal batch
    • Creating recurring and formula journal templates
    • Using balancing accounts
    • Transferring balances between accounts
    • Running concurrent requests
    • Running standard General Ledger reports
    • Viewing requests
    • Using Web ADI: Journal Wizard, Budget Wizard,
    • Using Web ADI: Currency Rates Manager
    • Design a report using FSG - Financial Statement Generator
    • Publish / view / analyse reports using Report Manager

    Session 1: INTRODUCTION

    • Oracle General Ledger - Keywords and Concepts
    • Transactions
    • Balances
    • Overview of the General Ledger
    • New Features in Release 12
    • Chart of Accounts
    • Accounts and Periods
    • Ledgers and Ledger Sets

    Session 2: ACCOUNTING CALENDARS

    • Accounting Periods
    • Accounting Calendars
    • Posting Account Balances
    • Oracle General Ledger Features

    Session 3: ACCOUNT FLEXFIELD DESIGN

    • Key Flexfield Overview
    • Account Code Combinations Review High-Level Invoice Information

    Session 4: NAVIGATION

    • Login and Logout of Oracle =
    • The Navigator Functions Tab
    • The Navigator Top Ten List
    • The Navigator Documents Tab
    • The Navigator Processes Tab
    • Oracle Window Features and Terminology
    • Oracle Form Features and Terminology
    • Flexfields
    • Icons
    • Enter and Find Data
    • Attachments
    • Folders
    • Profile Options
    • Oracle Help

    Session 5: GENERAL LEDGER INQUIRIES

    • General Ledger Inquiries
    • Funds Available Inquiries
    • Inquiring on Actuals
    • Inquiring on Encumbrances
    • Inquiring on Budgets

    Session 6: JOURNALS

    • Create a Manual Journal
    • Create a Statistical Journal
    • Create a Mixed Journal
    • Create a Reverse Journal
    • Generate a Reverse Journal
    • Find and Amend a Journal
    • Post a Journal Batch
    • Create a Fixed Recurring Journal Template
    • Generate a Recurring Journal Template
    • Create a Formula Recurring Journal Template
    • Journal Reconciliation

    Session 7: WEB ADI

    • Use the Journal Wizard to enter and upload a journal
    • Use the Budget Wizard to enter and upload budgets
    • Use the Currency Rates Manager to enter and upload exchange rate information

    Session 8: JOURNAL RECONCILIATION

    • Set up Journal Reconciliation
    • Reconcile Journals
    • Run Reconciliation Reports
    • Reversal of Reconciliation process

    Session 9: MONTH AND YEAR END PROCESS OVERVIEW

    • Month and Year End Process Overview
    • Oracle Data Flow Across Ledgers
    • Steps for General Ledger Month and Year End

    Session 10: GENERAL LEDGER USER EXERCISES

    • Run a Trial Balance Summary Report
    • Inquire on Account - Actual Amounts
    • Inquire on Account - Actual v Budget Amounts
    • Inquire on Journals
    • Enter a Journal - (standard and via Journal Wizard)
    • Post Journals
    • Enter Journal Batches
    • Reverse an Existing Journal
    • Post the Reversal
    • Define Recurring Journals
    • Generate a Recurring Journal
    • Create a Folder Definition
    • Run Standard Reports

    Session 11: OVERVIEW OF REPORTING TOOLS

    • Overview
    • Oracle General Ledger StandardReports
    • Report Categories
    • Financial Statement Generator
    • Oracle Financial Analyzer
    • Oracle Discoverer
    • RXi Reports Administration Tool
    • Oracle Reports
    • SQL * Plus Reports
    • Comparison of Reporting Tools

    Session 12: STANDARD GENERAL LEDGER REPORTS

    • Concurrent Manager
    • Concurrent Processing Definitions
    • Useful Standard Reports
    • Submit Request Flow
    • Run a Standard General Ledger Report
    • Scheduling Options
    • Completion Options
    • View Requests

    Session 13: THE FINANCIAL STATEMENT GENERATOR

    • Introduction to FSG Reporting
    • FSG Components
    • Plan an FSG Report
    • Sets
    • Predefined Row and Column Sets
    • Define Row and Column Sets
    • Generate an Ad Hoc FSG Report
    • Define Row Sets
    • Define Column Sets
    • Define an FSG Report
    • Run an FSG Report
    • Use a Content Set

    Session 14: REPORTING WITH REPORT MANAGER

    • Overview of Report Manager
    • Report Manager structure and access
    • Publish a report to Reports Repository
    • View a report in Reports Repository
    • Publish a report from eBusiness homepage
    • Analyse a financial report with Report Manager

    Session 15: FSG EXERCISES

    • Define a Row Set
    • Define a Column Set
    • Define an FSG Report
    • Run an FSG Report
    • View Report Requests
    • Define a Content Set
    • Define Display Groups and Display Sets
    • Define a Row Order

    Session 16: REPORT MANAGER EXERCISES

    • Publish a report from a form function
    • Analyse Report Output
    • Export Analysis to MS Excel
    • View a Report from Repository Management
    • FGLSMR12, Oracle R12 General Ledger Setup & Management

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