This post shares Fusion ERP Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: This AI-enabled AR Transactions Activity analytics workbook provides insights into AR transaction activity, trends, and period-over-period performance analysis.
Application: Fusion ERP Analytics
Fusion Module: Accounts Receivable
Target Persona: Finance Manager, Accounts Receivable Manager, Accounts Receivable Specialist, Controller
Subject Areas: Financials - AR Transactions, Financials - AR Transactions LSA
Business Use Case/Questions:
- What is the trend of total transaction amount by transaction fiscal period?
- Show me the top 10 customers by transaction amount for last year
- Show me the top 10 customers by transaction count for last year
- Show me top 10 customers with highest credit memo count for last year. Include Credit Memo amounts.
- What is the total invoice amount and remaining outstanding balance for each customer during the current fiscal period?
- Which business units have the highest AR transaction activity this quarter?
- What is the average overdue days per customer with AR transaction in open schedule status?
- How many AR transactions were created by transaction source for the current fiscal quarter, and what are their total amounts?
- Show me the open balances by receivables account as a table for current year
- Which customers have the largest outstanding amounts for the current year?
- Can I see the AR activity by payment terms for the current year?
- What are the invoice counts and amounts per transaction type for this fiscal year?
- Show me the top 10 customers with remaining balance for this year
- Which users created the highest number and value of AR transactions this year?
- What is the trend of AR transactions by fiscal quarter?
- Can you show open transaction amounts by fiscal period?
- What is the total and average invoice amounts?
- What are the top customers by total transaction amount and their outstanding balance for last year?
- How does AR transaction amount volume vary across different accounting periods for last quarter?
- What is the total transaction amount by contract number and name for current year?
- Which transaction numbers have outstanding amounts greater than 250k?
- Can you show AR activity by Bill-to country for last period?
- Which receipt methods are associated with the highest transaction amounts for last year?
- Show me count of transactions that are not accounted in a table
- What is the total transaction amount that is not accounted for last quarter?
- How much has been invoiced in each global currency for the last fiscal year?
- What are the top business units by number of AR transactions this year?
- How do invoice amounts compare for by different transaction sources?
- Can you list all AR transactions for this year?
- What are the trends in average invoice amount month over month for this year?
- Which balancing segments hold the largest outstanding AR balances?
- Show me open transaction count by Contract Number for current year
- Can you provide total transaction amounts for each fiscal quarter?
- Show Balancing segments/natural accounts with descriptions that have the highest AR transaction activity this quarter
- Show the total transaction amount by Bill-to Customer/Ship-to Customer for last year
- List the Invoice numbers (transaction numbers) with invoice amount for <Fiscal Period>
- Show the transaction amount where accounting fiscal quarter is <Fiscal Quarter>
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R2 or higher
- Ensure the relevant FDI application and functional areas are activated in your FDI instance
- Application: Fusion ERP Analytics
- Functional Area: Accounts Receivable
Download: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build more sample FDI content
