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 Receivables Aging Analysis workbook provides insights into outstanding receivable balances by Customer, Period, and Aging Buckets to help organizations monitor overdue invoices and manage collections effectively through natural language Q&A and guided visual analysis.
Application: Fusion ERP Analytics
Fusion Module: Accounts Receivable
Target Persona: Finance Manager, Accounts Receivable Manager, Accounts Receivable Specialist, Controller
Subject Areas: Financials – AR Aging
Business Use Case/Questions:
- What is the total outstanding amount for <Business Unit>?
- What is the total overdue amount for <Ledger>?
- What is the total Outstanding Invoices count by Business Unit?
- Which customers have the highest outstanding amount for <Ledger>?
- Show the top 5 customers with Outstanding amounts for <Ledger>?
- Show the overdue amount by customer for <Business Unit>
- What is the current amount by Ledger?
- What percentage of outstanding amount is overdue for <Business Unit>?
- What is the percentage of current amount to total outstanding for <Ledger>?
- Show Aging amount - Schedule Date Basis by aging bucket using <Aging Method Name> for Business Unit
- Which aging bucket has the highest Aging Amount using <Aging Method Name> for <Ledger>?
- What is the average invoice age for overdue invoices by Business Unit?
- What is the average invoice age for current invoices by Ledger?
- Show total outstanding amount by fiscal period for <Business Unit>
- Show overdue invoice count by fiscal quarter for <Ledger>
- What is the Outstanding amount trend for the last trailing year for <Business Unit>?
- What is the Overdue days trend by quarter for <Ledger>?
- Show outstanding amount by transaction type for <Business Unit>.
- Which transaction sources have the highest overdue amount for <Ledger>?
- Show overdue amount by payment terms for <Business Unit>
- Which payment terms are associated with the highest outstanding balance for <Ledger>?
- What is the outstanding amount for <customer> in <Ledger>?
- Show outstanding amount, Overdue days including transaction number, receipt number for <Customer> in <Ledger>
- Show current and overdue amounts for <customer> in <Business Unit>
- Show total outstanding invoice count by customer for <Business Unit>
- What is the overdue count to total outstanding percentage for <Ledger>?
- Show aging amount based on invoice date using <Aging Method Name> for <Business Unit>
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
