Oracle Fusion Financials Training with AI Agents
Comprehensive training on Oracle Fusion Cloud Financials covering all core modules with real-time implementation scenarios, period close, reporting and reconciliation.
Curriculum in short
- General Ledger (GL)
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Fixed Assets (FA)
- Cash Management (CM)
- Tax & Intercompany
- Subledger Accounting (SLA)
- Approval Workflows (BPM)
- Reporting (FRS, OTBI, SmartView)
- AI Agents (Ledger, Payables, Expenses) & Redwood
Full syllabus
01Oracle Cloud ERP Fundamentals & Fusion Navigation6 topics
- SaaS & Cloud concepts, Oracle Cloud ERP architecture
- Oracle EBS vs Oracle Fusion
- Fusion UI navigation, Springboard, Navigator & Work Areas
- Role-based access & dashboards
- Functional consultant responsibilities & implementation lifecycle
- Oracle certification guidance
02ERP Implementation Methodology & Project Lifecycle5 topics
- Requirement gathering & business process understanding
- Fit-gap analysis, solution design & blueprinting
- Configuration strategy & testing lifecycle (SIT/UAT)
- Cutover planning, go-live & hypercare support
- P2P and O2C cycles, real-time implementation challenges
03Enterprise Structure & Financial Foundations5 topics
- Enterprise structure design, legal entity & business unit concepts
- Ledger & accounting calendar setup
- Chart of Accounts, value sets & segment structures
- Multi-currency & reporting currency concepts
- Reference data sets
04General Ledger (GL)5 topics
- Ledger configuration, journal sources & categories, period management
- Cross-validation rules, security rules, data access sets
- Journal creation & posting, spreadsheet uploads, auto-reversal & AutoPost
- Foreign currency journals, revaluation & translation, secondary ledgers
- GL reconciliation, financial closing, trial balance & validation
05Accounts Payable (AP)5 topics
- Supplier setup, invoice & payment options
- Standard & PO-based invoices, 3-way match, credit/debit memos, prepayments
- Payments: Quick, Manual and through PPR; foreign-currency & recurring invoices
- Withholding tax, supplier merge, prepayment settlement, invoice holds & release
- AP-to-GL reconciliation & AP period close
06Accounts Receivable (AR)5 topics
- Customer, receivables options, transaction types & sources
- AutoAccounting rules, receipt setup
- Invoice creation, receipt processing, credit memos, miscellaneous receipts
- AutoInvoice, revenue recognition basics
- Customer refunds, cross-currency receipts, aging & collections, AR period close
07Cash Management (CM)4 topics
- Bank, branch & bank account setup
- Bank statement processing, reconciliation rules & tolerance rules
- Manual & automatic reconciliation
- Cash positioning, bank transfers, ad-hoc & external cash transactions
08Fixed Assets (FA)4 topics
- Asset books & categories, controls & calendar, depreciation methods
- Asset additions, mass additions from AP, transfers & retirements
- Depreciation processing & asset reinstatement
- Asset accounting, FA close process, FA-to-GL integration
09Tax Configuration4 topics
- Tax regime & tax setup
- Tax rates & jurisdictions
- Tax calculation logic
- Tax simulation & validation
10Financial Reporting & Analytics3 topics
- OTBI reporting
- Financial Reporting Studio (FRS)
- Smart View integration
11Security, Roles & Approval Workflows3 topics
- Oracle Fusion security model, job roles & duty roles
- Data security & data access control
- Approval workflow basics & BPM approval flow understanding
12Subledger Accounting (SLA)4 topics
- SLA architecture & accounting event flow
- Journal derivation logic & accounting rule concepts
- SLA-to-GL integration
- Real-time accounting scenarios
13Data Migration & Conversion (FBDI / ADFdi)4 topics
- FBDI architecture overview
- Spreadsheet-based uploads
- FBDI journal uploads
- Error handling & reprocessing
14Real-Time Industry Project4 topics
- Implementation-style scenarios for a mid-size manufacturing company
- Enterprise structure setup & COA design decisions
- Testing (SIT / UAT)
- Mock go-live activities
15Oracle AI Agents & Redwood for Finance (26C)8 topics
- Redwood UX in 26C: what changes for finance users and for you as a consultant
- Ledger Agent: period close, reconciliation and the move towards continuous close
- Payables Agent: invoice ingestion, matching, and how exceptions still reach a human
- Expenses Agent and touchless expense processing end to end
- Payment Agent and oversight of automated payment runs
- Collectors Workspace and Claims Settlement Workspace for working capital
- When an agent is the right answer and when OIC, FBDI or a BPM approval still is
- Enabling and governing agents: security, audit trail and human-in-the-loop checkpoints
What you will be able to do
- Walk an interviewer through Oracle's finance AI agents (Ledger, Payables, Expenses) and the Redwood changes in release 26C
- Design an enterprise structure (legal entities, business units, ledgers and the chart of accounts) the way it's done on a real implementation
- Configure and transact across GL, AP, AR, Cash Management, Fixed Assets and Tax end to end
- Understand Subledger Accounting (SLA) and how every subledger flows into the GL
- Run real period-end close, reconciliation and financial validation activities
- Load data with FBDI/ADFdi and build reports with OTBI, Financial Reporting Studio and Smart View
- Speak to why each configuration is done, its business impact, and real production-support scenarios
Hands-on projects
- Configure a complete enterprise structure and chart of accounts for a demo company
- Process an end-to-end AP and AR cycle and reconcile both to the General Ledger
- Run a full month-end period close and produce financial reports
Mid-Size Manufacturing Company: Fusion Financials Implementation
You work through an implementation-style project for a mid-size manufacturing company, mirroring a real Oracle Fusion delivery lifecycle from design to mock go-live.
- Enterprise structure setup (legal entities, business units, ledgers)
- Chart of Accounts design decisions
- End-to-end configuration across GL, AP, AR, CM and FA
- Testing cycles (SIT / UAT)
- Mock go-live and cutover activities
Who it is for
Basic accounting understanding (debit/credit, financial statements) helps, but is not mandatory: we cover the accounting context as we go. No prior Oracle experience is required. The program suits freshers building an ERP career, Oracle EBS professionals moving to Fusion, and finance/IT professionals.
Certification & careers
We prepare you for the Oracle Financials Cloud certification (1Z0-1054) with structured guidance, mock questions and interview practice.