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 workbook help users analyze receivables receipts by Customer, Receipt method, Status, and Time through conversational analytics.
Application: Fusion ERP Analytics
Fusion Module: Accounts Receivable
Target Persona: Finance Manager, Accounts Receivable Manager, Accounts Receivable Specialist, Controller
Subject Areas: Financials – AR Receipts and Applications
Business Use Case/Questions:
- What is the total receipts amount by fiscal year?
- What is the total receipts amount by fiscal quarter?
- How many receipt transactions were recorded this fiscal period?
- What is the trend of receipts amount over trailing fiscal periods?
- What is the trend of receipts transactions count over trailing quarters?
- Which customers have the highest receipts amount?
- What is the receipts amount by business unit?
- What is the receipts amount by ledger?
- What is the receipts amount by receipt method?
- What is the receipts amount by receipt currency?
- Which receipt methods are used most often?
- Which currencies have the highest receipt amounts?
- Which customers contributed the most receipts this year?
- What is the unapplied receipts amount by customer?
- What is the total unapplied receipts amount by fiscal period?
- Which receipts are still unapplied?
- What is the total amount applied to customer invoices?
- What is the receipts applications amount by fiscal quarter?
- How many receipts applications were created by fiscal period?
- What is the receipt status summary by fiscal period?
- Which business units have the highest unapplied receipt amounts?
- Are there receipts with application status pending or incomplete?
- What is the on-account amount by customer?
- Which customers have the highest on-account balances?
- What is the total discounts taken amount by customer?
- What is the earned discounts amount by fiscal year?
- What is the unearned discounts amount by fiscal year?
- What is the total unidentified amount?
- Which receipts have unidentified amounts?
- What is the receipt distribution amount by GL account combination for <Ledger Name>?
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 a more sample FDI content.
