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4. Decoding Correspondence with CAC (Common Advanced Correspondence) Part -2
Watch this tutorial on how to set-up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.
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  • Lesson Overview

Explore this master course on how to set up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.

CAC is a newly developed advanced correspondence feature that works across all the products.

Some of its unique features are -

  • Multi-language support for email/ fax/ document templates.
  • Dynamic preview (replacing placeholders with actual data).
  • Provides attachment as a link in the correspondence.
  • Actual email delivery tracking.
  • Supports correspondence for different delivery parties like customers and accounts. (As part of the virtual payment cards requirement, there is a scenario in RadiusOne that the communication from buyer/supplier goes to a third party and this third party is created as an account in HRC. Thus, CAC facilitates communication to account).
  • CAC is Slimfast driven. 
  • Resolution of templates, packages, mode, and correspondence documents based on business data. 
  • Ability to Generate Excel Format Files. 
  • Email Split Based on predefined file size.

Our trainers will guide you in creating email and excel templates, mapping document templates, and sending correspondences.

Key Learning Objectives:

  1. Setup email templates and custom functions
  2. Configure document generator class
  3. Setup excel templates
  4. Map document templates
  5. Setup data-driven conditions and expressions
  6. Setup correspondence types
  7. Setup automated correspondence

Course Essentials:

This course aims at delivering high-value content on the CAC set up through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Collections Administrator Level Badge.

Prerequisites:

Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs

Course 2: Basic Configurations for Contact File and Payment History

Course 3: Decoding Correspondence with CAC (Common Advanced Correspondence) Part - 1

CURRICULUM

4. Decoding Correspondence with CAC (Common Advanced Correspondence) Part -2

Watch this tutorial on how to set-up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.

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About this Course

`promoImage
description
lessonOverview

Explore this master course on how to set up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.

CAC is a newly developed advanced correspondence feature that works across all the products.

Some of its unique features are -

  • Multi-language support for email/ fax/ document templates.
  • Dynamic preview (replacing placeholders with actual data).
  • Provides attachment as a link in the correspondence.
  • Actual email delivery tracking.
  • Supports correspondence for different delivery parties like customers and accounts. (As part of the virtual payment cards requirement, there is a scenario in RadiusOne that the communication from buyer/supplier goes to a third party and this third party is created as an account in HRC. Thus, CAC facilitates communication to account).
  • CAC is Slimfast driven. 
  • Resolution of templates, packages, mode, and correspondence documents based on business data. 
  • Ability to Generate Excel Format Files. 
  • Email Split Based on predefined file size.

Our trainers will guide you in creating email and excel templates, mapping document templates, and sending correspondences.

Key Learning Objectives:

  1. Setup email templates and custom functions
  2. Configure document generator class
  3. Setup excel templates
  4. Map document templates
  5. Setup data-driven conditions and expressions
  6. Setup correspondence types
  7. Setup automated correspondence

Course Essentials:

This course aims at delivering high-value content on the CAC set up through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Collections Administrator Level Badge.

Prerequisites:

Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs

Course 2: Basic Configurations for Contact File and Payment History

Course 3: Decoding Correspondence with CAC (Common Advanced Correspondence) Part - 1

Curriculum80 Mins

  • How to Configure Email Templates & Custom Functions (~10 Mins )
  • Learning Objectives of this Module and Understanding What CAC is
  • Components of CAC Worklist and Understanding Why CAC is Required
  • Getting to Know the Interface of CAC and How to Add Logos
  • How to Create an Email Template
  • How to Send Correspondences
  • How to Create Custom Functions
  • How to Add Custom Functions to your Email Template
  • Learning how to Configure Document Generator Class and Map Field to Field Groups (~6 Mins)
  • Understanding the Learning Objectives of This Module
  • When to Use Map Field to Field Groups Function
  • How to Configure Map Field to Field Groups
  • How to Configure Data Loader Configuration
  • Understanding the Document Generator Class Function
  • Learning How to Create and Configure Excel Templates (~20 Mins )
  • Understanding the Learning Objectives of this Module
  • Sending a Correspondence with an Excel Template and Seeing How it Looks Like
  • The Components of an Excel Template
  • How to Create an Excel Template
  • The XML Code for Creating an Excel Template
  • How to Write the XML Code for Header in an Excel Template
  • How to Use the Loop Command for Populating Data in Tables
  • Summary of Our Learnings From This Module
  • Learning about Data Driven Conditions and Expressions (~15 Mins )
  • What are Data Driven Conditions and Expressions
  • How to Configure and Add Data Driven Conditions for a Business Scenario
  • How to Add Packages & Email Templates to Correspondence Type
  • Recap of Our Learnings From This Module
  • Learning What Are Document Templates and How to Map Them (~15 Mins )
  • What are Document Templates
  • How to Configure Document Templates
  • How to Insert Tables in Document Templates
  • How to Map Documents
  • How to Use the Document Package Functionality
  • How to Map Documents with Static and Generate Resolution types
  • Learning about Correspondence Types (~10 Mins )
  • Understanding the Learning Objectives of this Module on Correspondence Types
  • Basic Functionalities of Correspondence Types
  • How to Configure Email Templates Tab for Correspondence Types
  • Learning Auto-Correspondences in CAC (~8 Mins )
  • Getting Started with Automated Correspondence
  • How to Configure Automated Correspondences
  • Rules for Configuring Auto Correspondence
  • Quiz: Decoding Correspondence with CAC (Common Advanced Correspondence)

About this Course

`promoImage
description
lessonOverview

Explore this master course on how to set up different configurations of the CAC(Common advanced Correspondence) Framework and return with a much simpler and ideal way to send correspondences.

CAC is a newly developed advanced correspondence feature that works across all the products.

Some of its unique features are -

  • Multi-language support for email/ fax/ document templates.
  • Dynamic preview (replacing placeholders with actual data).
  • Provides attachment as a link in the correspondence.
  • Actual email delivery tracking.
  • Supports correspondence for different delivery parties like customers and accounts. (As part of the virtual payment cards requirement, there is a scenario in RadiusOne that the communication from buyer/supplier goes to a third party and this third party is created as an account in HRC. Thus, CAC facilitates communication to account).
  • CAC is Slimfast driven. 
  • Resolution of templates, packages, mode, and correspondence documents based on business data. 
  • Ability to Generate Excel Format Files. 
  • Email Split Based on predefined file size.

Our trainers will guide you in creating email and excel templates, mapping document templates, and sending correspondences.

Key Learning Objectives:

  1. Setup email templates and custom functions
  2. Configure document generator class
  3. Setup excel templates
  4. Map document templates
  5. Setup data-driven conditions and expressions
  6. Setup correspondence types
  7. Setup automated correspondence

Course Essentials:

This course aims at delivering high-value content on the CAC set up through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Collections Administrator Level Badge.

Prerequisites:

Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs

Course 2: Basic Configurations for Contact File and Payment History

Course 3: Decoding Correspondence with CAC (Common Advanced Correspondence) Part - 1

Curriculum80 Mins

  • How to Configure Email Templates & Custom Functions (~10 Mins )
  • Learning Objectives of this Module and Understanding What CAC is
  • Components of CAC Worklist and Understanding Why CAC is Required
  • Getting to Know the Interface of CAC and How to Add Logos
  • How to Create an Email Template
  • How to Send Correspondences
  • How to Create Custom Functions
  • How to Add Custom Functions to your Email Template
  • Learning how to Configure Document Generator Class and Map Field to Field Groups (~6 Mins)
  • Understanding the Learning Objectives of This Module
  • When to Use Map Field to Field Groups Function
  • How to Configure Map Field to Field Groups
  • How to Configure Data Loader Configuration
  • Understanding the Document Generator Class Function
  • Learning How to Create and Configure Excel Templates (~20 Mins )
  • Understanding the Learning Objectives of this Module
  • Sending a Correspondence with an Excel Template and Seeing How it Looks Like
  • The Components of an Excel Template
  • How to Create an Excel Template
  • The XML Code for Creating an Excel Template
  • How to Write the XML Code for Header in an Excel Template
  • How to Use the Loop Command for Populating Data in Tables
  • Summary of Our Learnings From This Module
  • Learning about Data Driven Conditions and Expressions (~15 Mins )
  • What are Data Driven Conditions and Expressions
  • How to Configure and Add Data Driven Conditions for a Business Scenario
  • How to Add Packages & Email Templates to Correspondence Type
  • Recap of Our Learnings From This Module
  • Learning What Are Document Templates and How to Map Them (~15 Mins )
  • What are Document Templates
  • How to Configure Document Templates
  • How to Insert Tables in Document Templates
  • How to Map Documents
  • How to Use the Document Package Functionality
  • How to Map Documents with Static and Generate Resolution types
  • Learning about Correspondence Types (~10 Mins )
  • Understanding the Learning Objectives of this Module on Correspondence Types
  • Basic Functionalities of Correspondence Types
  • How to Configure Email Templates Tab for Correspondence Types
  • Learning Auto-Correspondences in CAC (~8 Mins )
  • Getting Started with Automated Correspondence
  • How to Configure Automated Correspondences
  • Rules for Configuring Auto Correspondence
  • Quiz: Decoding Correspondence with CAC (Common Advanced Correspondence)