• Logging in and navigating the application

• Menu bar and page structure

• Portals vs. fixed pages

• Usability conventions and personalization

• Portal preferences and customization

• ORMB architecture and four-tier platform overview

• Business rules and metadata structure

• Table and field definitions

• XML extensions and language tables

• Application viewer and maintenance object (MO) definition

• Prime keys and UI behavior

• Managing customer, person, and account information

• Customer security and division-level access

• Contract types and their control behavior

• Building and managing customer hierarchies

• Invoice grouping and hierarchy-based billing

• Product types and their configurations

• Creating and managing products

• Product parameters and relationships

• Bundles and product grouping

• Product lifecycle and maintenance strategies

• Understanding rate components

• Common configuration across rate types

• Service quantity rate setup

• Managing rate versions

• Bill factor structure and usage

• Pricing assignment and data relationships

• Multi-parameter vs. variance-based pricing

• Tiering criteria and pricing inheritance

• Defining rates and managing price lists

• Different pricing strategies and use cases

• Calculated vs. manual adjustments

• Financial transaction (FT) construction

• Bill printing and A/P interface

• Adjustment lifecycle and credit handling

• Inter/intra account transfers

• Adjustment staging and control process

• Billing process flow in ORMB

• Billable charges: recurring and non-recurring

• Bill segment lifecycle and cancellation/rebill

• Understanding the accounting calendar

• Entity relationship diagram (ERD) overview for billing

• TFM setup and configuration overview

• Transaction aggregation rules

• Record type and transaction source setup

• TFM processing and validation steps

• Account/product derivation and disaggregation

• Rate transaction and price assignment

• Bill and payment segment FTs

• FT source and financial history tracking

• FT algorithms and general ledger interactions

• FX gain/loss processing

• Overview of balance control concepts

• Core payment concepts (payer/payee structure)

• Payment event lifecycle and ERD

• Allocation, entry, and transfer processes

• Payment distribution algorithms

• Handling partial payments and overpayments

• Understanding overdue processing caveats

• Overdue monitor and rules

• Templates for overdue processes

• Event activation and cancellation lifecycle

• Waiting summary and unpaid amount handling

• To Do list and summary functionality

• Role assignment and permissions

• Special message handling and alerts

• Batch processing and related To Dos

• To Do entry lifecycle and ERD

• Creating and managing log entries

• Defining case types and responsibilities

• Person/account/location applicability

• Managing case lifecycle and business objects

• Status-dependent scripting and workflows

• Refund concepts and request lifecycle

• Approval profiles and request types

• Write-off configuration and processing

• Business rules for financial reversals