This post shares Oracle E-Business Suite Data Intelligence sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize EBS content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description:
AI-enabled EBS AR Balance Analysis workbook empowers business users to explore and understand receivables balance by customer, customer account, business unit, and account combination data through natural language interactions, making analytics more intuitive and accessible.
Application: E-Business Suite Data Intelligence
EBS Module: Accounts Receivable
Target Persona: AR Analyst, AR Manager
Subject Areas: EBS Financials - AR Balance
Business Use Case/Questions:
Balance trends and movements
- What is the closing receivables balance by fiscal period?
- How has the closing amount trended by fiscal quarter?
- Show opening, activity, and closing amounts by fiscal year.
- Compare debit and credit amounts by fiscal period in the current fiscal year.
Customer and customer account balances
- Which 10 customers have the highest closing balance in the current fiscal period?
- Show opening, activity, and closing amounts by customer account for the current fiscal period.
- Which customers have the largest activity amount by fiscal year?
- Which customer accounts have the largest closing amount?
Billing business unit balances
- Which billing business units have the highest closing amount?
- Show opening, activity, and closing amounts by billing business unit and fiscal period.
Account and segment balances
- What is the closing amount by account code?
- What is the closing amount by balancing segment code?
- Which account combinations have the largest closing amount?
- Show closing amount by customer and account code.
- Show opening, activity, and closing amounts by account combination in the current fiscal period.
Balance exceptions and detailed review
- Which customers have negative closing amounts in the current fiscal period?
- Which customer accounts have zero activity but a nonzero closing amount in the current fiscal period?
- Show balance details by customer, customer account, billing business unit, and account combination for the current fiscal period.
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R3.P4 or higher
- Ensure the Pre-requisites for E-Business Suite Data Intelligence Bundles are deployed. Refer Link
- Application: E-Business Suite Data Intelligence
- Module: EBS Accounts Receivable
- User has permissions to import workbooks and agents
Download: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build more sample EBS content.
