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Siebel Energy Guide
What's New in This Release
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Overview of Siebel Energy
Key Features of Siebel Energy
Product Modules and Options for Siebel Energy
Business Functions of Screens in Siebel Energy
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Accounts in Siebel Energy
About Accounts in Siebel Energy
Scenario for Accounts in Siebel Energy
Setting Up External Organizations for Siebel Energy
Creating an Account in Siebel Energy (End User)
Creating an Account Hierarchy in Siebel Energy (End User)
Reviewing an Account Hierarchy in Siebel Energy (End User)
Accessing or Updating Account Information in Siebel Energy (End User)
Monitoring Infrastructure, Equipment, and Usage in Siebel Energy (End User)
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Profiles in Siebel Energy
About Profiles in Siebel Energy
Scenario for Profiles in Siebel Energy
Creating and Updating a Profile in Siebel Energy (End User)
About Billing Profiles in Siebel Energy
About Customer Profiles in Siebel Energy
About Energy Exemption Profiles
About Energy Statement Profiles
About Financial Profiles in Siebel Energy
About Fraud Profiles in Siebel Energy
About Loyalty Profiles in Siebel Energy
About Site Profiles in Siebel Energy
Creating and Updating an Address Profile in Siebel Energy (End User)
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Contacts in Siebel Energy
Scenario for Contacts in Siebel Energy
Adding a Contact in Siebel Energy (End User)
Modifying a Contact Profile in Siebel Energy (End User)
Creating a Contact-Related Activity in Siebel Energy (End User)
Associating a Contact with a Trouble Ticket in Siebel Energy (End User)
Additional End-User Tasks for Contact Management in Siebel Energy
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Agreements and Entitlements in Siebel Energy
About Agreements and Entitlements in Siebel Energy
Scenarios for Agreements and Entitlements in Siebel Energy
Setting Up Templates for the Auto Document Feature of Siebel Energy
Adding an Agreement in Siebel Energy (End User)
Adding Agreement Terms and Generating Totals in Siebel Energy (End User)
Creating and Printing an Agreement Document in Siebel Energy (End User)
Associating an Agreement with an Order in Siebel Energy (End User)
Associating an Agreement with a Service Item in Siebel Energy (End User)
Revising an Agreement in Siebel Energy (End User)
Viewing Agreement Details in the Explorer in Siebel Energy (End User)
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Premises in Siebel Energy
Scenario for Premises in Siebel Energy
Setting Up Premises in Siebel Energy (End User)
Registering a Premise Hookup in Siebel Energy (End User)
Replacing a Meter for Maintenance (End User)
Associating an Activity with a Premise in Siebel Energy (End User)
Verifying a Premise in Siebel Energy (End User)
Viewing Service Point and Meter Information (End User)
Viewing Usage History in Siebel Energy (End User)
Viewing Service Requests for a Premise in Siebel Energy (End User)
Adding a Service Request for a Premise in Siebel Energy (End User)
Adding Infrastructure Information in Siebel Energy (End User)
Viewing Asset Information for a Meter (End User)
Additional End-User Tasks for Premise Management in Siebel Energy
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Assets in Siebel Energy
About Assets in Siebel Energy
Scenario for Assets in Siebel Energy
Creating an Asset in Siebel Energy (End User)
Associating Related Assets with a Primary Asset in Siebel Energy (End User)
Viewing Hierarchical Information for an Asset in Siebel Energy (End User)
Creating a Transaction for an Asset in Siebel Energy (End User)
Viewing Components Associated with an Asset in Siebel Energy (End User)
Adding a Service Request Associated with an Asset in Siebel Energy (End User)
Adding a Change Request Associated with an Asset in Siebel Energy (End User)
Viewing Service Points and Services in Siebel Energy (End User)
Viewing or Entering a Meter Reading in Siebel Energy (End User)
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Opportunities in Siebel Energy
Scenario for Opportunities in Siebel Energy
Creating an Opportunity in Siebel Energy (End User)
Associating an Account with an Opportunity in Siebel Energy (End User)
Associating a Product with an Opportunity in Siebel Energy (End User)
Creating a Quote for an Opportunity in Siebel Energy (End User)
Creating a Profile for an Opportunity in Siebel Energy (End User)
Associating a Site with an Opportunity in Siebel Energy (End User)
Associating a Partner with an Opportunity in Siebel Energy (End User)
Additional End-User Tasks for Opportunity Management in Siebel Energy
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Price Comparison in Siebel Energy
About Price Comparison in Siebel Energy
Rate Plans with Tier-Based Pricing
Scenarios for Price Comparison in Siebel Energy
Sample Sequence for Price Comparison
Process of Setting Up Price Comparison
Setting Up Products for Rate Plans
Setting Up Price Lists for Rate Plans
Setting Up Usage Profiles
Matching Competitors' Rate Plans with In-House Rate Plans
Running Reports in Siebel Energy
Accessing Price Comparisons (End User)
Generating a Price Comparison (End User)
Enrolling a Customer for a Service in Siebel Energy (End User)
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Billing in Siebel Energy
Scenario for Billing in Siebel Energy
Generating Credit, Fraud, and Usage Information in Siebel Energy
Setting Up the Invoice Image Feature in Siebel Energy
Accessing or Updating Billing Information in Siebel Energy (End User)
Entering Payment Against an Outstanding Balance in Siebel Energy (End User)
Viewing Usage Details in Siebel Energy (End User)
Viewing Unbilled Charges in Siebel Energy (End User)
Process of Creating Adjustments in Siebel Energy (End User)
Requesting an Adjustment
Viewing an Adjustment Request Outcome
Recording a Customer's Decision About Adjustment Outcome Terms
Process of Making Payment Arrangements in Siebel Energy (End User)
Requesting a Payment Arrangement (End User)
Viewing the Outcome of a Payment Arrangement Request (End User)
Recording a Customer's Decision About Payment Arrangement Terms (End User)
Requesting a Duplicate Invoice in Siebel Energy (End User)
Updating a Billing Profile in Siebel Energy (End User)
Additional End-User Tasks for Billing Management
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Work Orders in Siebel Energy
Scenario for Work Orders in Siebel Energy
Creating a Work Order in Siebel Energy (End User)
Adding an Activity to a Work Order in Siebel Energy (End User)
Creating Work Order Line Items in Siebel Energy (End User)
Adding Work Order Terms in Siebel Energy (End User)
Additional End-User Tasks for Work Order Management in Siebel Energy
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Service Requests and Trouble Tickets in Siebel Energy
About Service Requests and Trouble Tickets in Siebel Energy
Scenario for Service Requests and Trouble Tickets in Siebel Energy
Setting up Service Requests and Trouble Tickets in Siebel Energy
Creating a Trouble Ticket Record in Siebel Energy (End User)
Assigning a Trouble Ticket in Siebel Energy (End User)
Associating Parent and Child Trouble Tickets in Siebel Energy (End User)
About Trouble Ticket Solutions
Resolving Trouble Tickets in Siebel Energy (End User)
Using the Customer Satisfaction Survey in Siebel Energy (End User)
Analyzing Trouble Tickets Data in Siebel Energy (End User)
Additional End-User Tasks for Trouble Ticket Management in Siebel Energy
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Credit Management in Siebel Energy
About Credit Management in Siebel Energy
Scenario for Credit Management in Siebel Energy
Reviewing and Adding a Credit Alert in Siebel Energy (End User)
Adding an Activity to a Credit Alert in Siebel Energy (End User)
Contacting the Customer About a Credit Alert (End User)
Entering Payment Information in Siebel Energy (End User)
Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User)
Submitting Requests for Account Adjustments or Payment Plans (End User)
Viewing Account Adjustment or Payment Plan Request Outcomes (End User)
Recording Customer Decisions About Account Adjustments or Payment Plans (End User)
Closing a Credit Alert in Siebel Energy (End User)
Additional End-User Tasks for Credit Management in Siebel Energy
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Fraud Management in Siebel Energy
About Fraud Management in Siebel Energy
Scenario for Fraud Management in Siebel Energy (End User)
Viewing Fraud Alerts in Siebel Energy (End User)
Following Up with the Customer about a Fraud Alert (End User)
Changing Fraud Thresholds in Siebel Energy (End User)
Updating the Fraud Alert in Siebel Energy (End User)
Additional End-User Tasks for Fraud Management in Siebel Energy
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Defining Integration Workflows for Siebel Energy
Terminology for Integration Workflows in Siebel Energy
Scenarios for Defining Integration Workflow in Siebel Energy
Sample Integration Workflows for Siebel Energy
Sample Integration Workflow: CUT Send Account Data
Sample Integration Workflow: CUT Receive Account Data
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Oil Well Management
About Oil Well Management
Scenario for Oil Well Management
Setting Up Products for Oil Well Management
Fields of the Well List
Adding New Leases
Adding New Wells and Equipment
Adding or Modifying a Well Address
Creating Preventive Maintenance Plans for Oil Wells
Creating Well Service Jobs (End User)
Dispatching and Performing Well Service Jobs (End User)
Working with Partners on Oil Well Management
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Technical Reference for the Price Comparison Feature
SmartScript for Price Comparison
SIS OM Pricing Calculator Business Service
User Properties for Pricing Calculator Methods
Bill Decomposer Method
Comparison Generator Method
Update Status Method
Get Area Rate Plan Names Method
Get Area Supplier Names Method
Run SmartScript Method
Convert PC Quote to Quote Method
Convert PC Input to PC Quote Method
Setup Question Field Map Method
Delete Existing PC Quotes Method
CP Report Create Quotes Method
Get Next RowId Method
SIS OM PC Comparison Workflow
SIS OM Goto Price Comparison View Workflow
SIS OM PC Enrollment Workflow
SIS OM PC Create Account Subprocess Workflow
SIS OM PC Go To Opportunity View Workflow
SIS OM PC Set Opportunity Account Workflow
SIS OM PC Go to Order Entry - Line Items View (Sales) Workflow
CUT eSales - PC Enrollment Workflow
CUT eSales - Set Shopping Cart Price List Workflow
CUT eSales - PC Prepare Cart Process Workflow
SIS OM PC Competitive Pricing Report Process Workflow
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