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Setting Up Premises in Siebel Communications (End User)


Only administrators can set up premise records. End users can view premise information, view information associated with premises, and associate other records with premises.

About Adding a Premise Record

There are two ways to add a premise record. The method you use depends on if an account for the customer who will occupy the premise has already been established.

You can add a premise record before the customer who will occupy a premise is known. In this case, there is no existing customer account with which to associate the premise. When a customer moves into the premise and requests service, the association is made automatically when the premise is added to the account addresses.

If an account for the customer who will occupy a new premise has already been established, a new address will be added to the account addresses. Once the address is validated as a premise, the address is flagged as a premise by an administrator.

Creating a Premise

Use one of the following procedures to create a premise.

To add a premise before the customer account exists

  1. Navigate to Administration - Data > Premises.

    The All Premises list appears with the More Info form beneath it.

  2. In the form, add a record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Bill Group

    ID of the billing system batch or group to which the premise belongs.

    Buildings

    Total number of buildings at the premise.

    Floors

    Total number of floors at the premise.

    Read Route

    Name of the meter reading route to which the premise belongs.

    Read Sequence

    Number that identifies the sequence in which the meters at the premise are read.

To add a premise when the customer account already exists

  1. Navigate to Administration - Data > Addresses.

    The Addresses list appears with the Address form beneath it.

  2. In the Addresses list, select an Address.
  3. In the Address form, check the Premise field.
  4. In the link bar, click Premises.

    The All Premises list appears with the More Info form beneath it.

  5. In the list, select the new premise and complete the necessary fields in the form.

    For a description of some fields, see the table in To add a premise before the customer account exists.

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