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Home > Aria Crescendo Documentation > Aria Academy: Training Modules > Aria Academy Course Catalog

Aria Academy Course Catalog

Table of contents
  1. Overview
    1. Functional Area
  2. Aria APIs
    1. API Calls
  3. Product Catalog 
    1. Introduction to Product Catalog
    2. Introduction to Plans and Services
    3. Introduction to Discounting
    4. Discounting: Creating Credit Templates
    5. Discounting: Creating Coupons
    6. Discounting: Creating Discount Bundles
    7. Discounting: Creating Discount Rules
    8. Discounting: Creating Promotional Plan Sets & Promotions
    9. Introduction to Taxation
    10. Introduction to Taxation: Configuring Multiple Tax Addresses
    11. Aria Crescendo Recurring Services
    12. Introduction to Usage
    13. Delayed Billing with a Fulfillment-Based Service
    14. Aria Crescendo—Introduction to Surcharges
    15. Aria Crescendo Non-Subscription Offerings
    16. Aria Crescendo Activation Services
    17. Aria Crescendo  Minimum Fee Services
  4. Usage
    1. Introduction to Advanced Usage Concepts
    2. Aria Crescendo—Usage Monitoring
    3. Aria Crescendo—Usage Accumulation & Usage Pooling
  5. Account Structure and Management
    1. Introduction to Single Account
    2. Introduction to Account Hierarchy
    3. Introduction to Billing Groups
    4. Introduction to Dunning
    5. Creating & Using Functional Account Groups
    6. Aria Crescendo Legal Entities— Phase 1 Implementation
    7. Aria Crescendo—Introduction to Account Fields
  6. Integrations
    1. Introduction to Integrations
    2. Provisioning Events
    3. Installing and Configuring Aria for Salesforce 3.x
  7. Payments
    1. Introduction to Payments
  8. Account Communications
    1. Account Communication – Introduction & Overview
    2. Introduction to Statement Templates
    3. Aria Crescendo Localization
  9. Reporting
    1. Reporting
  10. System Configuration
    1. Introduction to System Configuration Management
    2. Aria Security—Roles & User Access
    3. Aria Crescendo UI
    4. Day-To-Day Aria Administration
  11. Aria Systems
    1. Aria Implementation Methodology & Solution Design Framework
    2. Introduction to Aria Knowledge Resources (Internal)
    3. Ticketing System Best Practices
    4. Introduction to Aria Knowledge Resources (for clients)
This article applies to:Aria Crescendo

Overview

Below is a catalog of courses available in Aria Systems Academy.

Aria APIs

Course Name Description Who Should Complete This Course? Course Outline

API Calls

17 minutes

The objective of this course is to explain Aria’s Application Program Interface (API).

At the end of this course, you will understand what Aria’s API is; how to configure Aria and your own system to test and use Aria API calls; and how to make an API call.

  • Developers who integrate custom applications with Aria
  • Solution architects who need to incorporate requirements into a solution document

API Concepts
4 minutes

  • Definition of API and types of API calls
  • Situations in which APIs are used
  • Data flow of API calls

Getting Started With API Calls
7 minutes

  • How to configure an Aria instance to accept API calls
  • How to configure SOAP UI to make Aria API calls

Making an API Call 
6 minutes

  • How SOAP calls are constructed
  • Required fields in API calls
  • Results of API calls

Product Catalog 

Course Name Description Who Should Take This Course? Course Outline

Introduction to Product Catalog

15 minutes

The objective of this course is to provide an entry-level look at the configuration of a plan, and the functionality of product fields to help organize your product catalog.

At the end of this module, you will be familiar with the array of choices that the Aria platform offers you for creating plans, and how to create and use product fields.

Product managers who create a product catalog with Aria

Exploration of Plan Properties  
7 minutes

  • Choices that the Aria platform offers for creating plans: how often you bill your customers; how much your services cost
  • How to configure usage threshold notifications

Product and Plan Fields 
8 minutes

  • What product fields are
  • How to use product fields

Introduction to Plans and Services

40 minutes

The objective of this course is to present the two major building blocks of a Product Catalog hosted on Aria: Plans and Services.

At the end of this course, you will understand the components required to build services, associate those services to plans, and ultimately build a product catalog with Aria.

Product managers who create a product catalog with Aria

Plans and Services Concepts
3 minutes

  • Plans and services in the context of customers
  • Building the product catalog from the ground up

Services
8 minutes

  • Definition of a service
  • 7 types of services
  • How to create a service

Creating a Plan—Overview and General Options
11 minutes

  • Definition of a plan
  • Differences between Master and Supplemental Plans
  • Definition of a Master Plan Instance
  • Plan creation process: Details, plan relationships, and billing & invoicing tabs

Creating a Plan—Adding Services and Rates
8 minutes

  • How to associate services to a plan
  • How to configure services
  • How to create rate schedules

Creating a Plan—Inventory Items and Rollovers
6 minutes

  • How to add inventory items to a plan
  • How to configure inventory items
  • How to configure plan rollovers

Creating a Plan—Finishing Up and Supplemental Plans
4 minutes

  • How to review a plan before saving it
  • How to edit a plan before saving it
  • How to associate a supplemental plan with a master plan

Introduction to Discounting

5 minutes

The objective of this course is to present a high-level view of the various discounting options available in Aria, and how discounts are assigned to customers.

 

Introduction & Overview
5 minutes

  • Vehicles for discounts: Credit templates, discount rules, discount bundles
  • How to assign a discount to a coupon
  • How to assign a coupon to a customer
  • What a promotional plan set is
  • What is a promotion

Discounting: Creating Credit Templates

12 minutes

The objective of this course is to demonstrate how to configure credit templates.

 

Discounting – Creating Credit Templates
12 minutes

  • How to use credit templates
  • How to use optional field elements
  • How to configure recurring credits

Discounting: Creating Coupons

17 minutes

The objective of this course is to demonstrate how to create coupons.

 

Discounting – Creating Coupons
17 minutes

  • How to create a coupon
  • How to assign coupons to customers
  • How to configure the assignment scope of a coupon

Discounting: Creating Discount Bundles

12 minutes

The objective of this course is to demonstrate how to create and configure Discount Bundles.

 

Discounting – Creating Discount Bundles
12 minutes

  • How to create a discount bundle
  • How to configure the behavior of discount bundles

Discounting: Creating Discount Rules

12 minutes

The objective of this course is to demonstrate how Discount Rules are created and used to discount services, and how they differ from credit templates.

 

Discounting – Creating Discount Rules
12 minutes

  • How to create a discount rule
  • How to use various field elements to support discount rules
  • How discount rules differ from credit templates

Discounting: Creating Promotional Plan Sets & Promotions

8 minutes

The objective of this course is to demonstrate how Promotional Plan Sets and Promotions are used to discount groups of Plans.

 

Discounting – Creating Promotional Plan Sets & Promotions
8 minutes

  • How to create a promotional plan set
  • How to associate a promotional plan set to a promotion
  • Use cases for promotional plan sets

Introduction to Taxation

17 minutes

The objective of this course is to demonstrate the basic application of sales tax to services in an Aria product catalog.

At the end of this course, you will understand how to create a tax group, how to configure Aria’s internal tax engine, and how to associate a tax with a service.

Finance managers who need to implement taxation in Aria

Creating a Tax Service Group
4 minutes

  • Review: Steps required to apply taxes to services
  • Purpose of tax groups
  • How to create a tax group

Creating a Taxation Configuration
8 minutes

  • Review: Steps required to apply taxes to services
  • Differences between Aria and third-party taxation engines
  • How to configure an Aria tax set

Configuring a Taxable Service
5 minutes

  • Review: Steps required to apply taxes to services
  • How to configure a taxable service
  • How taxable jurisdiction/taxable address is determined

Introduction to Taxation: Configuring Multiple Tax Addresses

10 minutes

The objective of this module is to explain and demonstrate the ability to configure multiple addresses within Aria that will be used by supported third-party taxation engines to calculate taxes.

At the end of this module, you will understand how to configure client-level service locations that can be associated to services, both on an individual account’s plan-instance services and services with the product catalog; how to configure a default account address to use for taxation purposes; and how a taxation engine might logically determine which address to use to calculate taxes.

Finance managers who need to implement taxation in Aria

Introduction to Taxation: Configuring Multiple Tax Addresses
10 minutes

  • How to configure client-level service locations
  • How to assign an account-level destination contact to a plan-instance service
  • How to configure a default account address to use for tax calculation
  • How Account Taxable Address to Use may be used by third-party taxation engines

Aria Crescendo Recurring Services

28 minutes

 

The objective of this course is to present an in-depth study of recurring services within Aria. At the end of this course, you will understand how to configure a recurring service and add it to a plan; what a billing anniversary is and how it may be influenced by MPIs and account hierarchies; and how proration is calculated when adding a plan with a recurring service.

Product Managers who wish to understand the behavior of plans with recurring services

Configuring a Recurring Service
8 minutes

  • Differences between Recurring and Recurring Arrears services
  • How to configure a recurring service

Billing Anniversaries
12 minutes

  • What a Billing Anniversary is
  • Specifying billing anniversary when adding a master plan to an account
  • Settings that govern billing anniversary resets
  • How parent-pay child accounts relate to parent accounts’ billing anniversaries
  • How bill lag days relate to billing anniversaries

Proration and Recurring Services
8 minutes

  • When proration matters
  • Proration directives in the UI and API calls
  • How proration is calculated

Introduction to Usage

42 minutes

The objective of this course is to examine usage-based services, and general usage concepts. By the end of this course, you will understand key concepts related to usage and usage billing: how usage is rated; Aria’s pricing rules; advanced usage options; configuration options; and loading usage into Aria.

Product managers who create a product catalog within Aria

Usage Concepts
9 minutes

  • Definition of usage-based services?
  • Requirements for billing usage
  • Loading usage into Aria
  • Creating usage types

Usage Pricing
8 minutes

  • Pricing options for rating and billing usage
  • Using Usage “High-Water Indicator” to rate and bill for usage
  • Using “Usage-Tier Multiplier” to rate and bill for usage

Important Usage Settings
8 minutes

  • Configuring Aria to rate usage in real-time
  • Configuring Aria to backdate usage rating

Loading Usage
17 minutes

  • Choices for loading usage into Aria
  • Universal Activity Loader (UAL) explained
  • Using Aria APIs to load usage
  • Using Aria’s record_usage_m API to load usage

Delayed Billing with a Fulfillment-Based Service

22 minutes

The objective of this course is to explain how fulfillment-based services are used to facilitate delayed billing. At the end of this course, you will understand what a fulfillment-based service is; how to configure a fulfillment-based service; how to create an account with a fulfillment-based service; and how Aria invoicing behaves both pre- and post-fulfillment.

Product managers charged with creating a product catalog on the Aria monetization platform

Configuring a Fulfillment-Based Service
7 minutes

  • How to enable plan unit instances in support of fulfillment-based services
  • Overview of plan unit instances
  • Definition of a fulfillment-based service
  • How to create a service and flag it as “fulfillment-based” when associating it with a plan
  • How to subscribe to fulfillment provisioning events

Account Creation and Invoicing Behavior with a Fulfillment-Based Service
15 minutes

  • How to create an account with a fulfillment-based plan unit instance
  • Configuration parameters that dictate fulfillment behavior on accounts
  • How Aria recurring billing behaves both before and after fulfillment of a fulfillment-based service
  • API calls that support fulfillment-based services

Workshop

Use a sample create_acct_complete_m HTML form to practice creating accounts that have a single master plan instance with a single fulfillment-based service.

Aria Crescendo—Introduction to Surcharges

7 minutes

The objective of this module is to present an overview of surcharges. At the end of this module, you will understand what a surcharge is, how to configure a surcharge, how to apply a surcharge, and how surcharges are presented on customers’ statements.

Product managers charged with creating the product catalog in Aria

Configuring and Applying a Surcharge
7 minutes

  • Definition of a surcharge
  • How to configure a surcharge
  • How to apply a surcharge

Aria Crescendo Non-Subscription Offerings

27 minutes

The objective of this course is to present an overview of Non-Subscription Offerings (NSOs), also known as “inventory items.” At the end of this course, you will understand how to create an NSO; how NSOs can be associated with plans; options for system behavior when placing orders; and how Non-Subscription Offering Classes can be used to create a hierarchy of inventory items that can be leveraged within a User Self-Service application.

Product managers charged with creating the product catalog in Aria

Creating a Non-Subscription Offering
8 minutes

  • What is a Non-Subscription Offering?
  • How do you create an NSO?
  • What are the available configuration options?

Non-Subscription Offerings and Plans
8 minutes

  • How do you associate an NSO with a plan?
  • How can you offer special pricing for NSOs packaged with plans?

Orders and Billing Behavior
7 minutes

  • What are Aria’s configuration options for orders?
  • How do you create orders within the Aria UI?

Non-Subscription Offering Classes
4 minutes

  • What is a Non-Subscription Offering Class?
  • How do you create an NSO Class?
  • How do you associate an NSO Class with an NSO?
  • How can NSO Classes be used in User Self-Service applications?

Aria Crescendo Activation Services

22 minutes

The objective of this course is to demonstrate how to configure and use Activation Services. By the end of this course, you will how to configure an Activation Service; how to assign an Activation Service to a plan; and how to view account billing details for a customer subscribing to a plan containing an Activation Service. You will also learn about settings that can be configured to change the default billing behavior of Activation Services.

Product managers charged with creating the product catalog in Aria

Configuring an Activation Services
14 minutes

  • How to configure an Activation Service
  • How to associate an Activation Service with a plan

Optional Client Level Settings for Billing Activation Services
8 minutes

  • Overview of Activation Service settings in Aria

Aria Crescendo 
Minimum Fee Services

18 minutes

The objective of this course is to provide learners with instruction on how to configure and use Minimum Fee Services in support of developing your Product Catalog.

Product managers charged with creating the product catalog in Aria

Configuring and Using Minimum Fee Services
18 minutes

  • What is a Minimum Fee Service?
  • How can I configure a Minimum Fee Service?
  • How do I associate a Minimum Fee Service to a plan?
  • How can I customize billing and invoicing of Minimum Fee Services in Aria?

Usage

Course Description Who Should Take This Course? Course Outline

Introduction to Advanced Usage Concepts

22 minutes

Aria enables many advanced options to support usage monitoring and pricing. By the end of this course, you will understand how to monitor a customer’s rated, unbilled usage balances and usage unit consumption. You will also learn how to provide discounts to customers by accumulating or pooling usage for a service, or across multiple services.

Product managers who create a product catalog in Aria

Introduction to Usage Monitoring
11 minutes

  • What is usage monitoring?
  • What types of usage monitoring are available in Aria?
  • Managing customers’ unbilled usage balances vs. customers’ usage “unit” consumption
  • Setting dollar or unit thresholds to monitor customers’ usage
  • Configuring usage threshold notifications for you and your customers
  • Functional and system requirements for monitoring usage

Introduction to Usage Accumulation & Usage Pooling
11 minutes

  • What is Usage Accumulation and Usage Pooling?
  • How do Usage Accumulation and Usage Pooling differ?
  • How is usage rated and billed by accumulating or pooling usage?
  • Functional and system requirements for using these advanced features

Aria Crescendo—Usage Monitoring

70 minutes

Aria enables advanced options that facilitate the monitoring of customers’ usage throughout their usage billing interval. By the end of this course, you will understand how you can use Aria to monitor an account holder’s rated/unbilled usage balances and/or usage unit consumption.

Recommended Course Prerequisite(s) - Aria Crescendo - Introduction to Usage. - Aria Crescendo - Introduction to Advanced Usage Concepts

Product managers responsible for developing the product catalog

Developers responsible for integrating customer communication systems with Aria

Solution Architects responsible for engineering a strategy for managing usage

Managing Customers’ Unbilled Usage Balances
35 minutes

  • How to configure Aria for monitoring customers’ unbilled usage.
  • How to set dollar thresholds for unbilled usage balances
  • How to configure Active Orchestration to allow you and your customers to monitor unbilled usage

Managing Customers’ Unbilled Usage “UNIT” Thresholds
35 minutes

  • How to configure Aria for monitoring customers’ unbilled usage units
  • How to configure plans for monitoring unbilled usage unit thresholds
  • How to configure account-level usage unit thresholds
  • How to configure Active Orchestration to allow you and your customers to monitor unbilled usage units

Aria Crescendo—Usage Accumulation & Usage Pooling

41 minutes

Aria enables several advanced usage rating options within a plan instance based on the accumulation of usage over time, or the pooling of different usage types. The objective of this course is to instruct learners regarding how to setup and use these advanced usage rating features.

Product managers responsible for developing the product catalog

Solution architects responsible for engineering a strategy for managing usage

Usage Accumulation
19 minutes

  • How to configure system components to support usage accumulation
  • How to rate usage at the MPI level based on usage accumulation
  • How to enable and configure a customer’s usage-based services for usage accumulation, enabling advanced usage rating

Usage Pooling
22 minutes

  • How to configure system components to support usage pooling
  • How to rate usage across different usage-based services within an MPI
  • How to enable and configure a customer’s usage to pool across multiple usage-based services, enabling advanced usage rating

Account Structure and Management

Course Description Who Should Take This Course? Course Outline

Introduction to Single Account

12 minutes

The objective of this course is to provide you with a broad overview of Aria.

At the end of this course, you will be familiar with basic concepts of Aria as they apply to a single account. You will be introduced to Jane, who has a cable television plan, and two internet plans: One at home, and one for her office.

  • Anyone who would benefit from a high-level overview of Aria

Module 1: Meet Jane
4 minutes

  • Definition of Master Plan Instance (MPI)
  • Definition of Billing Groups
  • Definition of Dunning Groups

Module 2: A Tour of Jane's Account
8 minutes

  • How a single account is represented within the Aria UI

Introduction to Account Hierarchy

17 minutes 

The objective of this course is to provide you with a broad overview of Aria.

At the end of this course, you will be familiar with basic concepts of a simple account hierarchy. You will meet Brian and Amber, who each have car insurance plans that they pay for themselves; and, Aria’s hierarchical account structure allows Brian to pay for Amber’s roadside assistance. 

  • Anyone who would benefit from a high-level overview of parent-child account hierarchies

Module 1: Meet Brian and Amber
4 minutes

  • How a parent account’s MPI is charged for a child account’s MPI
  • How plan instance product fields are used to distinguish plan instances

Module 2: A Tour of Brian's and Amber's Accounts
13 minutes

  • How a parent-child relationship, or account hierarchy, is represented within the UI

Introduction to Billing Groups

19 minutes

The objective of this course is to explain the concept of Billing Groups within Aria.

At the end of this course, you will understand the components of Billing Groups within an Aria account; how Billing Groups can be created; and the options available for working with existing Billing Groups.

  • CSRs charged with servicing customer accounts in Aria
  • Solution architects charged with incorporating requirements into a solution document
  • Finance managers charged with designing payment workflows for customers

Overview of Billing Groups
5 minutes

  • What a Billing Group is
  • How a Billing Group relates to an Aria account
  • Components of a Billing Group

Creating Billing Groups
9 minutes

  • How to create Billing Groups via API calls to create_acct_complete_m and create_acct_billing_group_m
  • How to create Billing Groups via the Aria UI

Working With Billing Groups
5 minutes

  • API calls for retrieving and updating Billing Groups
  • How to update Billing Groups within the Aria UI
  • How to add or remove an MPI from a Billing Group

Introduction to Dunning

19 minutes

The objective of this course is to present an entry-level overview of Dunning in Aria. At the end of this course, you will understand what Dunning is; how a Master Plan Instance (MPI) moves through a Dunning process; and how you can leverage Dunning Groups to suspend services on an Account, while retaining the normal billing cycles of unaffected MPIs.

Finance managers charged with engineering a process to handle delinquent accounts

Brief Overview of Dunning
5 minutes

  • Definition of Dunning
  • Dunning plans and the Aria objects they are associated with
  • Process of MPI moving through Dunning

Single Account Dunning
5 minutes

  • How an MPI in Dunning appears in the Aria UI
  • How CSRs can manipulate Dunning statuses

Coordinated Dunning With Dunning Groups
9 minutes

  • How Dunning Groups facilitate coordinated Dunning among MPIs

Creating & Using Functional Account Groups

52 minutes

The objective of this course is to instruct users in the creation and use of Functional Account Groups. At the end of this course, you will understand how Functional Account Groups facilitate enhanced customer account data; sequential numbering of account statements based on account groups; and tailored emails using Notification Template Groups.

 

Introduction to Functional Account Groups
6 minutes

  • What are Functional Account Groups?
  • How can Functional Account Groups can be used?

Account Segmentation with Functional Account Groups
13 minutes

  • How can Functional Account Groups be used to group accounts by common data elements?
  • How can Functional Account Groups be used to limit CSR access to accounts?

Sequential Statement IDs with Functional Account Groups
20 minutes

  • How can Functional Account Groups be used to enable sequential statement numbering?

Custom Email Communications with Functional Account Groups
13 minutes

  • What are Notification Template Groups?
  • How can Functional Account Groups be used to define Notification Template Groups?
  • How can Notification Template Groups be used to support multiple languages?

Aria Crescendo Legal Entities— Phase 1 Implementation

12 minutes

The objective of this course is to present an overview of the Phase 1 implementation of Legal Entities. At the end of this course, you will understand how Legal Entities present the ability to group and act on accounts based on geographic or business legal requirements; and how to create and assign Legal Entities to accounts.

 

Introduction to Legal Entities
12 minutes

  • How to create a Legal Entity
  • How to assign a Legal Entity to an account

Aria Crescendo—Introduction to Account Fields

7 minutes

The objective of this module is to present an overview of Account Fields. At the end of this module, you will understand what Account Fields are, how to configure an account field, and how to update an account field in both the Aria UI and via API calls.

 

Account Fields Overview and Configuration
7 minutes

  • Definition of Account Fields
  • How to configure an Account Field
  • How to update an Account Field in an API call and within the Aria UI

Integrations

Course Description Who Should Take This Course? Course Outline

Introduction to Integrations

16 minutes

The objective of this course is to introduce the concepts related to integrating 3rd party systems with the Aria monetization platform. At the end of this course, you will understand how Aria’s API and Active Orchestration features facilitate the data flow between Aria and 3rd party systems. You will also be exposed to simple account registration and user self-service use cases involving API calls; several out-of-the-box integrations that Aria supports, including those with Salesforce.com; and several payment gateways and taxations engines.

  • Project Managers charged with overseeing in-house system integration with the Aria platform
  • Developers who want a general understanding of how integrations with the Aria platform are facilitated

API and Active Orchestration
5 minutes

  • Updating accounts managed within Aria via Aria’s API
  • Subscribing to and receiving events within existing applications via Aria’s Active Orchestration

Account Registration and User Self-Service
7 minutes

  • Building a custom account registration application that calls Aria’s API
  • Building a custom user self-service application that calls Aria’s API to update accounts managed within Aria

Out-of-the-box Integrations
4 minutes

  • Aria for Salesforce
  • Payment gateways
  • Taxation engines

Provisioning Events

9 minutes

The objective of this course is to provide an overview of Aria’s provisioning events, and to highlight Aria-specific event groups.

This course will familiarize you with available event groups within Aria, how to enable Provisioning, types of events that trigger provisioning messages, and how to configure a basic provisioning step.

Developers who integrate customer applications with Aria

Overview of Provisioning
4 minutes

  • Provisioning event groups
  • How to enable Provisioning

Account and Master Plan Instance Event Groups
5 minutes

  • How to configure a provisioning step
  • Overview of Account and Master Plan Instance event groups

Installing and Configuring Aria for Salesforce 3.x

38 Minutes

The objective of this course is to acquaint learners with Aria for Salesforce, a Salesforce app that allows you to connect your Salesforce.com instance with the Aria Monetization Platform. At the end of this course, you will have a high-level understanding of what can be accomplished with the Aria for Salesforce connector; how to install Aria for Salesforce; and how to configure Aria for Salesforce on both the Salesforce.com and Aria sides.

Developers responsible for integrating Aria with Salesforce.com

Installing Aria for Salesforce

8 minutes

  • Overview of Aria for Salesforce
  • How to enable quotes and create custom profiles in Salesforce.com
  • How to install Aria for Salesforce

Configuring Aria for Salesforce 3.x: Provisioning and APIs

15 minutes

  • The role of Aria Provisioning and API in Aria for Salesforce functionality
  • How to configure Aria and Salesforce for API connectivity
  • How to configure Aria and Salesforce for Provisioning communication

Configuring Aria for Salesforce 3.x: Scheduling Nightly Apex Jobs

5 minutes

  • Description of the 4 nightly Apex jobs that need to be scheduled
  • How to schedule a nightly Apex job within Salesforce.com

Configuring Aria for Salesforce 3.x: Basic UI Elements

10 minutes

  • Overview of key UI elements of Aria for Salesforce
  • How to expose plans to particular Salesforce.com user profiles
  • How to add the Salesforce.com Accounts tab to Aria for Salesforce
  • How to assign Aria-specific page layouts to Salesforce.com views

Payments

Course  Description Who Should Take This Course? Course Outline

Introduction to Payments

37 minutes

The objective of this course is to introduce the major concepts related to accepting payments on Aria Crescendo. At the end of this course, you will understand the difference between electronic and external payments; the role that a payment gateway/payment processor plays in processing payments; how to configure an Aria Crescendo instance to begin testing the electronic payments; how to configure Payment Terms; and how to record payments in the Aria UI.

  • Finance managers who configure Aria’s payment and collection features
  • Developers who create customer account registration applications that will integrate with Aria

Payment Gateways Primer
6 minutes

  • Electronic vs. external payment methods
  • Definition of payment gateway/payment processor and relationship to payment methods
  • Flow of an electronic payment

Configuring Aria for Electronic Payment Testing
14 minutes

  • How to configure pass test and fail test payment gateways
  • How to configure collection account groups for pass and fail tests
  • How to configure a payment method
  • How to assign a collection group to new account using create_acct_complete_m

Configuring Payment Terms
11 minutes

  • How to configure Payment Terms
  • How to assign Payment Terms to new account using create_acct_complete_m

Recording One-Time and External Payments
7 minutes

  • How to record a one-time payment
  • How to record an external payment

Account Communications

Course Description Who Should Take This Course? Course Outline

Account Communication – Introduction & Overview

Aria provides a number of options to support the delivery of email communications to keep your account holders informed of various billing activity.

The objective of this course is to provide learners with a brief overview of the features supporting the delivery of account holder communications. 
 

Anyone who would benefit from a high-level overview of account communications
  • Creation and customization of account communication 
  • Configuration of email delivery

Introduction to Statement Templates

34 minutes

The objective of this course is to explain what statement templates are; how to develop statement templates; and best practices for testing statement templates. At the end of this course, you will understand the components comprising statement templates; how to work with Aria’s statement developers to create a statement template; and best practices for testing a statement template to ensure that it is capable of meeting all of your use cases.

 

Statement Templates Overview
7 minutes

  • What is a statement?
  • What is a statement template?
  • What are the components of a statement template?
  • What are the available formats and delivery methods of statement templates?

Developing a Statement Template
16 minutes

  • How do I request a custom statement template?
  • What considerations are relevant to statement use cases?
  • What test data should I create when a statement template is being developed?
  • What are some best practices for developing statement templates?

Testing a Statement Template
11 minutes

  • Preparing to test statement templates
  • Best practices for testing a statement template
  • Testing and maintaining multiple statement templates

Aria Crescendo Localization

5 minutes

The objective of this module is to show how you can apply localization to the Aria UI for Aria users. At the end of this module, you will understand how to create a Locale, how to provide translations for plan names, and to update your user profile to view the Aria UI in your preferred language.

  • CSRs who will service accounts within the Aria UI

  • Product Managers charged with creating a multilingual Product Catalog

Localization for CSRs
5 minutes

  • How to create a locale

  • How to provide translations for plan names

  • How to view accounts within Aria in a localized language

Reporting

Course Description Who Should Take This Course? Course Outline

Reporting

20 minutes 

The objective of this course is to demonstrate the functionality of Aria’s reporting engine, and highlight some of its features. At the end of this course, you will know how to run and schedule a report; how to organize reports in catalogs and associate those with user roles; and how to request a custom report.

  • Business Intelligence specialists who extract customer data from Aria
  • Database or system administrators who need incremental data to feed systems outside of Aria
  • Finance managers who need to track transactions recorded in Aria
  • Marketing managers who need to analyze the effectiveness of promotional activity

Running and Scheduling Reports
8 minutes

  • How to run a report with runtime parameters
  • How to schedule a report with runtime parameters
  • How to print and download reports
  • How to configure reports for ftp delivery

Configuring Report Catalogs
4 minutes

  • How to organize reports in catalogs
  • How to associate report catalogs with report groups
  • How to associate report groups with Aria user roles

Requesting a Custom Report
8 minutes

  • How to fill out the Report Request Form spreadsheet
  • How to translate data needs to report request
  • A note on revenue reporting and SmartRec

System Configuration

Course Description Who Should Take This Course? Course Outline

Introduction to System Configuration Management

9 minutes

The objective of this course is to present a broad overview of the configuration and monitoring options available within your Aria instances. At the end of this course, you will be familiar with how Aria organizes its configuration options within the Aria UI, and the audit logs available for monitoring your Aria instances.

  • System administrators who need to configure and maintain Aria
  • IT administrators who need to monitor integration activity between Aria and other systems

Introduction to System Configuration Management
9 minutes

  • How configuration options are organized within Aria
  • Which audit logs are available to monitor activity within your Aria instance

Aria Security—Roles & User Access

12 minutes

The objective of this course is to explain the how to use the Security module within Aria to facilitate a team of users with different roles to configure an Aria instance. At the end of this course, you will understand how to create roles that define user access; how to create a user with which a role is associated; and how a role works in practice when users log in.

Aria Administrators charged with providing access to team members for configuring Aria

Project Managers charged with delegating Aria configuration tasks

Solution Architects charged with crafting an implementation plan

Creating a User Role
6 minutes

  • Read, Create, Edit, Delete: Granularity of access to Aria modules and configuration that roles enable
  • How to create a custom role

Creating a User
6 minutes

  • How to create a user with a custom role
  • How to log in as a newly created user
  • Appearance of the Aria UI when logged on as a user associated with a highly restricted role

Fine Tuning CSR Access
12 minutes

  • Definitions of the four levels of CSR account access
  • How to configure Account Access security modules to expand or limit functionality available to users based on CSR levels

Aria Crescendo UI

13 minutes

The objective of this module is to present an overview of the Aria UI. At the end of this module, you will understand how to identify the key elements of the Aria UI to find the appropriate modules and perform the various tasks that enable you to customize and test your Aria implementation.

 

Overview of Aria UI
13 minutes

  • How do I log into Aria for the first time?
  • What are the key elements of the Aria UI?
  • How can I search for accounts?
  • What are the special features of list screens that can help me find objects in Aria?
  • How can I view and approve pending invoices?
  • How can I test API calls within the Aria UI?

 

Day-To-Day Aria Administration

32 minutes

The objective of this course is to propose a definition of the Aria Administrator role, and describe the tools available to help maintain an Aria instance. At the end of this course, you will understand the tools that Aria provides to monitor an Aria instance and accommodate business users as appropriate.

 

Overview of Administrator Role
5 minutes

  • What does an Aria Administrator do?
  • What are the tools that Aria provides to help an Aria Administrator maintain day-to-day Aria operations?

Audit Logs
15 minutes

  • Which audit logs are available within the Aria UI?
  • How do you run queries to mine data from the audit logs?
  • How can data from the audit logs be used to troubleshoot issues?

Reports For Day-To-Day Administration
7 minutes

  • How do you schedule reports in Aria?
  • What are some typical out-of-the-box reports that are useful for administering an Aria instance?

Leveraging Aria Security To Accommodate Business Users
5 minutes

  • How do you create roles within Aria with refined, business-driven views?
  • What does a role-refined view of Aria look like?

 


Aria Systems

Course Description Who Should Take This Course? Course Outline

Aria Implementation Methodology & Solution Design Framework

18 minutes

The objective of this course is to explain Aria’s Implementation Methodology. At the end of this course, you will understand the 5 phases of Aria’s Implementation Methodology; the 11 functional areas included in Aria’s Solution Design Framework; and the key roles and responsibilities of Aria staff members involved in an Aria project implementation.

  • Key stakeholders involved in an Aria implementation
  • Anyone who needs familiarity with Aria’s implementation methodology

Introduction to Aria Implementation Methodology
8 minutes

  • 5 phases of the Aria Implementation Methodology
  • Aria and client responsibilities for each phase
  • Document deliverables for each phase

Solution Design Framework
7 minutes

  • Which phase the Solution Design Framework is developed during
  • 11 functional areas in Aria

Aria Worldwide Services Teams
3 minutes

  • Which Aria teams are involved in post-sale activities
  • Key roles and responsibilities of Aria staff

Introduction to Aria Knowledge Resources (Internal)

51 minutes

The objective of this course is to introduce the online platforms used to communicate and share Aria implementation knowledge. At the end of this course, you will know where to find Aria product documentation and training; how project communication is fostered between Aria and implementing clients; and how to file bug and customer support tickets.

  • Aria resources involved with implementations
  • Aria implementation partners

Knowledge Resources Overview (Internal)
9 minutes

  • An introduction to the platforms used within Aria to communicate and share product knowledge

Using BaseCamp to Manage Implementations and Share Solutions
8 minutes

  • Summary of BaseCamp
  • Typical Implementation usage of BaseCamp
  • Aria Technical Q&A project

Jira—Submitting and Searching for Tickets
10 minutes

  • Summary of Jira uses
  • How to submit a ticket within Jira
  • How to search Jira

Working with Customer Support Through Parature
8 minutes

  • Summary of Parature
  • How to submit a ticket within Parature

Finding Information on Developer Central
10 minutes

  • Summary of Developer Central
  • How to search for information on Developer Central
  • How to create a PDF booklet within Developer Central
  • How to read API and release notes documentation

Aria Systems Academy Overview
6  minutes

  • Tour of ASA features
  • How to find courses in the Course Library
  • How to download certificates of completion

Ticketing System Best Practices

15 minutes

The objective of this course is to discuss best practices regarding how to work with Aria Customer Support through the Parature ticketing system. At the end of this course, you will understand basic best practices for submitting tickets; and best practices for common ticket flows.

  • Aria clients who interface with Aria Customer Support on a regular basis
  • Aria Professional Services
  • Aria Partners

Basic Ticketing Best Practices
8 minutes

  • How to manage users in Parature
  • How to submit a ticket with complete information to facilitate the most expedient outcome

Best Practices For Common Ticket Flows
7 minutes

  • Best practices for requesting a custom report
  • Best practices for requesting password resets
  • Best practices for requesting billing date changes

Introduction to Aria Knowledge Resources (for clients)

35 minutes

The objective of this course is to introduce the online platforms used to communicate and share Aria implementation knowledge. At the end of this course, you will know where to find Aria product documentation and training; how project communication is fostered between Aria and implementing clients; and how to file bug and customer support tickets.

  • Aria resources involved with implementations

  • Aria implementation partners

Knowledge Resources Overview
4 minutes

  • •    An introduction to the platforms used within Aria to communicate and share product knowledge

Using BaseCamp to Manage an Implementation
7 minutes

  • Summary of BaseCamp
  • Typical Implementation usage of BaseCamp

Working with Customer Support Through Parature
8 minutes

  • Summary of Parature
  • How to submit a ticket within Parature

Finding Information on Developer Central
10 minutes

  • Summary of Developer Central
  • How to search for information on Developer Central
  • How to create a PDF booklet within Developer Central
  • How to read API and release notes documentation

Aria Systems Academy Overview
6 minutes

  • Tour of ASA features
  • How to find courses in the Course Library
  • How to download certificates of completion
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Last modified
11:10, 15 Jun 2017

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