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Workday Contract to Cash Training
Glossary of Terms
Glossary of Workday Contract to Cash terms
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Session 1 - Overview of Customer Accounts and Domain Security Policies
Session Video - Overview of Customer Accounts and Domain Security Policies (39:46)
Assignment
Quiz
Session 2 - Creation of Sales Items and Managing Revenue Categories
Session Video - Creation of Sales Items and Managing Revenue Categories (75:25)
Assignment
Quiz
Session 3 - Domain and Business Process Security for Customer Management
Session Video - Domain and Business Process Security for Customer Management (35:41)
Assignment
Quiz
Session 4 - Customer Categories, Groups, and Project Billing Configuration
Session Video - Customer Categories, Groups, and Project Billing Configuration (45:17)
Assignment
Quiz
Session 5 - Creating, Printing, and Emailing Customer Invoices
Session Video - Creating, Printing, and Emailing Customer Invoices (62:41)
Assignment
Quiz
Session 6 - Managing Invoice Adjustments, Maintenance, and Cancellations
Session Video - Managing Invoice Adjustments, Maintenance, and Cancellations (57:12)
Assignment
Quiz
Session 7 - Customer Contract Security and Work Area Overview
Session Video - Customer Contract Security and Work Area Overview (35:14)
Assignment
Quiz
Session 8 - Billing Schedule Creation and Installment Methods
Session Video - Billing Schedule Creation and Installment Methods (94:26)
Assignment
Quiz
Session 9 - Revenue Schedule Setup and Recognition Process
Session Video - Revenue Schedule Setup and Recognition Process (36:45)
Assignment
Quiz
Session 10 - Customer Payments Processing and Usage Based Contracts
Session Video - Customer Payments Processing and Usage Based Contracts (81:11)
Assignment
Quiz
Session 11 - Customer Billing Contact Configuration and Assignment Process
Session Video - Customer Billing Contact Configuration and Assignment Process (9:57)
Assignment
Quiz
Assessments
Assessment - 1. Revenue Framework
Assessment - 2. Customers
Assessment - 3. Customer Invoices
Assessment - 4. Customer Contracts
Assessment - 5. Billing Schedules
Assessment - 6. Revenue Recognition
Assessment - 7. Payments
Assessment - 8. Other Contract Types
Assignments
Assignment - 1. Revenue Framework
Assignment - 2. Customers
Assignment - 3. Customer Invoices
Assignment - 4. Customer Contracts
Assignment - 5. Billing Schedules
Assignment - 6. Revenue Recognition
Assignment - 7. Payments
Assignment - 8. Other Contract Types
Lab Activity
Lab Activity - 1. Create Sales Item
Lab Activity - 2. Manage Revenue Categories
Lab Activity - 3. Configure Customers
Lab Activity - 4. Configure the Customer Profile
Lab Activity - 5. Set Up Bill-To Contacts
Lab Activity - 6. Set Up Shipping Connection Map
Lab Activity - 7. Adjust Customer Invoices
Lab Activity - 8. Create Customer Invoices
Lab Activity - 9. Print and Email Customer Invoices
Lab Activity - 10. Amend Customer Contracts
Lab Activity - 11. Create Customer Contracts
Lab Activity - 12. Create Multiple-Element Revenue Allocation
Lab Activity - 13. Create Installment or Transaction Billing Schedules for Customer Contracts
Lab Activity - 14. Create Revenue Recognition Schedules for Customer Contracts
Lab Activity - 15. Apply Customer Payments
Lab Activity - 16. Auto-Apply Customer Payments
Lab Activity - 17. Cancel Customer Payments
Lab Activity - 18. Place a Customer Invoice in Dispute
Lab Activity - 19. Record Customer Payments
Lab Activity - 20. Create Contract Rate Sheets
Certification MCQ's
Workday Contracts to Cash - Set 1
Workday Contracts to Cash - Set 2
Workday Contracts to Cash - Set 3
Capstone Project/Case Studies
Capstone Project - 1. Automated Billing and Invoicing Process Implementation
Capstone Project - 2. Cash Collection and Customer Credit Risk Analytics
Capstone Project - 3. End-to-End Contract Creation and Management
Capstone Project - 4. Integration and Reporting for Enhanced Visibility
Capstone Project - 5. Revenue Recognition and Compliance with ASC 606IFRS 15
Interview Questions
Interview Questions - Set 1
Interview Questions - Set 2
Interview Questions - Set 3
Interview Questions - Set 4
Interview Questions - Set 5
Sample Resumes
Sample Resume - Fresher Workday Contract to Cash Professional
Sample Resume - Mid-Level Workday Contract to Cash Professional (3-5 Years Experience)
Sample Resume - Senior Workday Contract to Cash Professional (8+ Years Experience)
Prepare your Linkedin profile
Linkedin Cheat Sheet
Prepare your Resume
Resume Cheat Sheet
Final Quiz
Test Your Knowledge
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Session Video - Billing Schedule Creation and Installment Methods
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