Content Standard GuideTitleWhat are Certinia's Case Categories?URL NameWhat-are-Certinia-s-Case-CategoriesInformationQuestionHelp QuestionWhich Product, Product Area, and Process category should I use when submitting my case?How are the new categories different from the previous ones?Product AreaHelp Product AreaCertinia CommunityEnvironmentHelp EnvironmentSupport case page within Certinia CommunityAnswerHelp AnswerFM CloudPS CloudCS CloudOther Product Selection: FM Cloud Product (Level 1) Product Area (Level 2) Product Process (Level 3) FM Cloud Accounts PayableManage VendorsRecord & Approve Vendor InvoicesProcess Vendor PaymentsManage Prepaid ExpensesManage Vendor CreditsGenerate AP ReportsFM CloudAccounts ReceivableManage CustomersManage CollectionsProcess Cash ReceiptsProcess Customer Write OffsProcess Customer Credits & RefundsGenerate AR ReportsFM CloudCash & Bank ManagementManage Bank AccountsImport Bank StatementsReconcile Bank AccountsManage LockboxesManage Payment MethodsGenerate Cash & Bank Management ReportsFM CloudCost ManagementDefine Cost Amortization MethodsGenerate Cost SchedulesRecognize Costs/Expenses FM CloudCustomer CommunityCollaborate Directly with CustomersManage Customer Self Service Inquiries on Account StatusManage Customer Self Service Invoice PaymentsFM CloudCustomer EngagementManage CustomersDefine Customer Engagement PoliciesAnalyze ProfitabilityGenerate Revenue ContractsFM CloudFixed AssetsManage Fixed AssetsDepreciate Fixed AssetsDispose or Sell a Fixed AssetTransfer a Fixed AssetFM CloudGeneral LedgerMaintain Chart of AccountsProcess AllocationsProcess Journal EntriesProcess Period End AdjustmentsPost & Reconcile Intercompany TransactionsReconcile General Ledger AccountsPerform Consolidations & Process EliminationsPrepare Trial BalancePrepare & Post Management AdjustmentsPerform Year End ClosingFM CloudInventory ManagementManage InventoryManage Inventory NetworkEstablish Inventory ControlsExecute Production OrdersManage Returns to VendorManage Customer ReturnsGenerate Inventory ReportsFM CloudMulti-Revenue BillingManage Subscription Contracts & BillingManage Usage BillingManage Billing of Inventoried ItemsGenerate Consolidated InvoicesGenerate & Send Customer InvoicesFM CloudOrder FulfillmentManage Order Fulfillment ActivitiesEstablish Item PricingQuote Tangible GoodsCreate & Approve Sales OrdersGenerate Order Management ReportsFM CloudProcurementManage SuppliersManage Procurement ActivitiesProcure Goods & Services for Internal ConsumptionProcure Goods or Services for ResaleMatch Supplier InvoicesSource Tangible GoodsManage Subscription ContractsGenerate Procurement ReportsFM CloudRevenue ManagementRecognize RevenueGenerate Revenue SchedulesManage Revenue ContractsFM CloudTax ManagementManage Tax Codes & RatesCalculate TaxGenerate Tax ReportsFM CloudReporting FM CloudAnalyticsCore AnalyticsAdvanced AnalyticsFinancial Report BuilderFM CloudIntegrationsUnaric (formerly Asperato)AvalaraCongaFM CloudFlow FM CloudOrganization Setup & AdministrationSet Up ApplicationsAssign User Permissions & LicensesDeploy Products & ConfigurationDeploy Organizational MetadataActivate Product FeaturesManage Language TranslationsImport Data Product Selection: PS Cloud Product (Level 1) Product Area (Level 2) Product Process (Level 3) PS CloudAnalyticsCore AnalyticsAdvanced AnalyticsPS CloudCost ManagementDefine Cost Amortization MethodsGenerate Cost SchedulesRecognize Costs/Expenses PS CloudCustomer EngagementManage CustomersDefine Customer Engagement PoliciesAnalyze ProfitabilityGenerate Revenue ContractsPS CloudCustomer CommunityCollaborate Directly with CustomersPS CloudExpense ManagementEnter ExpensesApprove ExpensesPS CloudMulti-Revenue BillingManage Billing for Professional ServicesGenerate & Send Customer InvoicesPS CloudOpportunity ManagementCreate Projects from OpportunitiesPS CloudAnalyticsCore AnalyticsAdvanced AnalyticsPS CloudReporting PS CloudProject ManagementSet Up ProjectsManage Project PlansTrack Project FinancialsClose ProjectsManage Project TemplatesPS CloudResource ManagementManage Resource RecordsRequest ResourcesStaff ProjectsReview & Predict Capacity & DemandPS CloudRevenue ManagementDefine Revenue Recognition TreatmentsPS CloudServices Estimator (formerly Services CPQ)Create EstimatesManage Estimate TemplatesManage Estimate FinancialsPush Estimates to OpportunitiesCreate a Project from an EstimateIntegrate with Other Estimating ToolsPS CloudSkills ManagementManage Skills TaxonomyManage Resource SkillsPS CloudTime ManagementEnter TimeApprove TimePS CloudIntegrationsJiraConcurCalendar SyncPS CloudFlowFlowPS CloudOrganization Setup & AdministrationSet Up ApplicationsAssign User Permissions & LicensesDeploy Products & ConfigurationDeploy Organizational MetadataActivate Product FeaturesManage Language TranslationsImport Data Product Selection: CS Cloud or Other Product (Level 1) Product Area (Level 2) Product Process (Level 3) CS CloudCS Cloud - All OtherUpgrade to Latest VersionUpgrade to Latest VersionCLX HubCLX HubPerformance PerformanceCertinia CommunityCertinia Community Additional NotesHelp Additional NotesCase Category Changes Summary Previous ValuesNew ValuesProductProduct AreaProduct Product AreaUnaric (formerly Asperato)Unaric (formerly Asperato) → FM CloudIntegrationsBilling CentralBilling Central → FM CloudMulti-Revenue BillingCommunityCommunity → OtherCertinia CommunityConsulting ToolsConsulting Tools → FM Cloud OR PS Cloud Organization Setup & AdministrationCustomer Success CloudCustomer Success Cloud → CS CloudCS Cloud - AllFF Accelerate CLX HubCLX General → OtherCLX HubFF Accelerate CLX HubAccelerate Builds → OtherCLX HubFF Accelerate CLX HubAccelerate BPMs → OtherCLX HubFF Accelerate CLX HubFF Dataloader → OtherCLX HubFinancial ManagementGeneral Ledger, Transactions, & Budgeting → FM CloudGeneral LedgerFinancial ManagementSetup & Configuration → FM CloudOrganization Setup & AdministrationFinancial ManagementAccounts Payable → FM CloudAccounts PayableFinancial ManagementAccounts Receivable → FM CloudAccounts ReceivableFinancial ManagementCash Management → FM CloudCash & Bank ManagementFinancial ManagementAnalytics & Reporting → FM CloudAnalyticsFinancial ManagementPrinting/Email → FM CloudIntegrationsFinancial ManagementTax → FM CloudTax ManagementFinancial ManagementPerformance → FM CloudPerformanceFinancial ManagementIntercompany → FM CloudGlobal Business ManagementFinancial ManagementIntegrations → FM CloudIntegrationsFinancial Planning & AnalysisFinancial Planning & Analysis → FM CloudAnalyticsFixed Asset ManagementFixed Asset Management → FM CloudFixed AssetsFoundationsFoundations → FM Cloud OR PS Cloud Organization Setup & AdministrationProfessional Services AutomationSetup & Configuration → PS CloudOrganization Setup & AdministrationProfessional Services AutomationProject Management → PS CloudProject ManagementProfessional Services AutomationResource Management → PS CloudResource ManagementProfessional Services AutomationTime Management → PS CloudTime ManagementProfessional Services AutomationBilling & Invoice Management → PS CloudMulti-Revenue BillingProfessional Services AutomationProject Financials → PS CloudProject ManagementProfessional Services AutomationAnalytics & Reporting → PS CloudAnalyticsProfessional Services AutomationExpense Management → PS CloudExpense ManagementProfessional Services AutomationServices Forecasting → PS CloudAnalyticsProfessional Services AutomationOpportunity Management → PS CloudOpportunity ManagementProfessional Services AutomationIntegrations → PS CloudIntegrationsRevenue ManagementRevenue Recognition Transactions → FM CloudRevenue ManagementRevenue ManagementRecognized Revenue - Accounting → FM CloudRevenue ManagementRevenue ManagementSetup & Configuration → FM CloudOrganization Setup & AdministrationRevenue ManagementRecognized Revenue - Project Billing → FM CloudRevenue ManagementRevenue ManagementAnalytics & Reporting → FM CloudAnalyticsServices Estimator (formerly Services CPQ)Services Estimator (formerly Services CPQ) → PS CloudServices Estimator (formerly Services CPQ)Supply Chain ManagementPurchase Orders & AP Vouchers → FM CloudProcurementSupply Chain ManagementSales Orders Process & Invoicing → FM CloudOrder FulfillmentSupply Chain ManagementInventory → FM CloudInventory ManagementSupply Chain ManagementSetup & Configuration → FM CloudOrganization Setup & AdministrationSupply Chain ManagementShipping, Receiving, & Action Queues → FM CloudOrder FulfillmentSupply Chain ManagementConfigure Price Quote / Advanced Quoting → FM CloudOrder FulfillmentSupply Chain ManagementProduction Orders → FM CloudOrder FulfillmentSupply Chain ManagementAnalytics & Reporting → FM CloudAnalyticsSupply Chain ManagementServices Contracts → FM CloudOrder FulfillmentSupply Chain ManagementIntegrations → FM CloudIntegrationsRelease VersionHelp Release Version
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