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Administrative Courses

Perfect for Customer, Billing and Collection Administrators

Built for you

These courses are built to support any role that performs an administration function within the platform. Once certified you’ll be a whizz at everything from creating, managing and reporting on customers, managing billing and month-end processes and looking after EFT and Collections Operations.

Any of the courses listed below can be taken as a single course or as part of a bigger training series.

Course contents and details

This course will teach participants how to use the SOLID functionality relevant to customer account management. This course reviews features for: customer creation, contract management and service management.

  • Course Code: CUA100
  • Course Duration: 2 Days
  • Course Prerequisites: Previous experience working with SOLID and a good understanding of products and services.
  • Recommended Audience: Team members who manage customer account data and contract and service change functions on a daily basis.

Course Material Includes:

  • Understanding your customer, service, product and billing data models
  • Understanding access control, admin sessions rules, audit history and application security
  • Using advanced SOLID searching and account navigation
  • How to capture and maintain customer accounts
  • Understanding account data types and validation rules
  • Overrides, exceptions and audit trails
  • Creating different account types and linking associated customers
  • Advanced partner functions
  • How to capture ad-hoc invoices
  • Understanding date rules, period rules, discounting and approvals
  • How to capture new customer service contracts
  • Understanding contract fields, validation rules, business rules
  • Contract views, discount fields, charge types, billing dates, billing periods and next invoice dates
  • Creating contract events
  • Event types, validation rules, new/upgrade/downgrade/cancellation scheduling and error correction
  • Interpreting customer accounts and viewing financial transaction documents
  • Self-administration interfaces
  • Managing customer and wholesaler self-administration access
  • SOLID deployment – interacting systems (Finance, Provisioning, Order Management)Responsibilities and integration implications
  • Understand the monthly billing cycle, provisioning events and key process dates

In this course, participants will gain an understanding of how to use the SOLID billing engine and corresponding financial reports. An in-depth look at the billing and month-end processes will also be covered.

  • Course Code: BIA100
  • Course Duration: 3 Days
  • Course Prerequisites: Previous working experience with SOLID and a good understanding of accounting, VAT and invoicing principals.
  • Recommended Audience: Team members who will configure products, manage pricing, process billing, and report on revenue on a daily basis.

Course Material Includes:

  • SOLID’s billing rule concepts and specific billing rule types, rate types and processing logic
  • How to configure ledger accounts
  • Understanding ledger types, business logic, linking rules, Segment rules and export codes
  • Configuring product charges
  • Understanding product charge fields and compatibility rules
  • Configuring products
  • Understanding product concepts, service types and attributes
  • Understanding revenue recognition rules, renewal processes and product reports
  • Configuring promo codes
  • Understanding channel rules, domain linking, wholesale products, promotions and terms
  • Understanding customer, product, contract, discounting and billing data models and how they fit together
  • Configuring billing schedules, run dates, run periods
  • Understanding automatic scheduling
  • Managing the SOLID billing process
  • Billing engine settings, server configurations and in-progress billing run monitoring
  • Server crash recovery, billing error investigation, billing reports and key data tables
  • Understanding invoice dates, due dates and payment terms and how these are set
  • Processing bulk invoices, credits and adjustments
  • Understanding bulk transaction revenue recognition
  • Tx Date, From Date – To Date, periods and revenue recognition rules
  • Third party billing processing, import sources, charge types and API imports
  • Credit Card transaction processing, auto-receipting and transaction types
  • Monthly billing cycles, key transaction processing dates, month-end closing and reports
  • Understanding key SOLID revenue, billing, debtors and account reporting
  • Ad-hoc query tools and data exporting

This course will teach participants about the Collections and Debt Management functionality in SOLID. Participants will also learn how to configure and use the EFT Admin and Collection Tools modules.

  • Course Code: COA100
  • Course Duration: 3 Days
  • Course Prerequisites: Previous working experience with SOLID and an understanding of accounting fundamentals and collection concepts.
  • Recommended Audience: Team members responsible for managing customer account queries, receipting and overdue debtors.

Course Material Includes:

  • Understanding the customer, product and billing data models, rule types and rate impacts
  • Monthly billing cycles, EFT collection cycles and key transaction processing dates
  • Understanding invoice dates, due dates and payment terms and how these are set
  • Using advanced searching for EFT payments
  • Understanding payment method audit trails, encryption processes and access control views
  • How to capture new payment method details
  • Payment method fields, business rules, EFT timing, validation rules and override settings
  • Setting up new bank accounts and reconciling bank accounts
  • Capturing customer receipts via manual and bulk capture
  • Understanding receipt conventions and validation rules
  • Capturing and managing unidentified receipts, transfer receipts, split receipts, receipt reporting
  • How to use key SOLID Debtors reports
  • Report settings, ageing report types and Tx Date vs Due Date
  • Allocating payments to debtors’ accounts and using allocation overrides
  • Invoice disputing and statement notes
  • Configuring payment plans, suspending EFTs, managing EFT thresholds, and editing collection states
  • Debt management workflows and how to use the collections tools to manage overdue accounts
  • How to process bulk collection tool actions
  • Understanding SOLID bulk tool operations and file formats
  • Collections customer types and access restrictions
  • Understanding customer account suspension types, triggers and impacts
  • Understanding customer cancellation triggers and system impacts
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