Siebel eCommunications Guide > Premises >

Setting Up Premise Records (Administrator)

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. From the application-level menu, choose View > Site Map > Data Administration > Premises.

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

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

    3. 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. From the application-level menu, choose View > Site Map > Data Administration > Addresses.

    2. 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. From the Show drop-down list, select Premises.

    5. 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.

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


 Siebel eCommunications Guide 
 Published: 23 June 2003