Contents for Oracle OLFM (Oracle Leasing and Finance

Management) Training

Day 1:
Introduction Oracle Lease and Finance Management

Overview

Oracle Lease and Finance Management

Origination

Lead to Opportunity

Vendor Origination

Quick Quotes and Lease Opportunity Quick Quotes

Lease Quote to Credit Decision

Lease Sales Quotes Overview

Create a Lease Sales Quote

Converting a lease Quote to Lease contract/Agreement

Lease and Finance Management Credit

Credit Lines Overview

Credit Line Types

Credit Application to Booking

Contract Authoring

Contract Authoring Overview & Contract Structure

Create a Contract

Identify Parties on a Contract

Book the Contract

Contract Attachments
Import Contract, Copy Contract
Day2:

Terms and Conditions

Taxes and Duties Terms and Conditions

Billing Terms and Conditions

Late Charges and Interest

Renewal Options

Pre-funding, Security Deposit, Factoring, and Evergreen

Residual Value Insurance

Filing Options

Asset Return, Repurchase Process

Purchase Options Terms and Conditions

Termination Quote Process Terms and Conditions

Early Termination Quote Calculation Terms and Conditions

End-of-Term Termination Quote Calculation Terms and Conditions

Contract Portfolio Terms and Conditions for Asset Tracking (Optional)...............

Day3:-

Contract Lines

Configuration Asset Lines

Record Asset Adjustments

Specify Additional Charges & Add-On Lines

Service Lines

Usage Lines

Contract Payment Structure

Create Interest Rat Details

Insurance

Additional Contract Data

Day4:-
Streams

Streams Overview

Stream Use In Leasing and Finance Management

Stream Generation Overview

View Streams

Passthroughs

Overview

Passthrough Business Process

Functional Prerequisites

Passthrough Features

Using Passthroughs

Variable Rate Contracts

Overview

Variable Rate Leases

Variable Rate Loans

Contract Authoring and Variable Rate

Variable Rate Billing

Rebook and Variable Rate

Day4:-
Contract Revisions

Contract Revisions Overview

Revising a Contract

Online Rebook
Effective Dated Rebook

Reverse a Booked Contract

View Contracts Under Revision

Associate and Delink a Service

Transfer and Assumption

Invoice to Receipt

Billing Overview

Billing Transactions

Options to Generate and Present Invoices

Create Invoices

View and Adjust Invoices

Receipt of Payments Overview

Create Receipts

Manual Receipts

Creating and Applying Receipts using Autolockbox

Creating Automatic Receipts

Auto Cash Application

Search and View Receipts

Updating Receipts

Day 5:-
Quote to Termination

Termination Quotes Overview

Create Termination Quote

Search for Termination Quote

Provide Quote

Terminate Assets Using a Program

Request Termination

Batch Process Contract Termination

Processing the Fixed Purchase Option

Terminating Linked Contracts

Asset Return to Disposal

Asset Returns Overview

Asset Returns

Asset Conditioning Overview

Asset Conditioning

Asset Disposal Overview

Asset Disposal

OLFM &Accountng

Period Open to Close

Accounting Integration Accounting Integration Overview

Lease and Finance Management Transaction Accounting

Components of Lease and Finance Management Accounting

Setup Considerations for Lease and Finance Management Accounting

Lease and Finance Management Accounting Options

Integration with Subledger Accounting

Accounting Transactions Accounting Transactions Overview

Lease and Finance Management Accounting Transactions

Miscellaneous Transactions

Lease and Finance Management Accounting Processes

Accounting Inquiry