Siebel Energy Guide

What's New in This Release

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Overview of Siebel Energy

About Siebel Energy

Key Features of Siebel Energy

Product Modules and Options for Siebel Energy

Business Functions of Screens in Siebel Energy

About Integration of Siebel Energy with Oracle Utilities Customer Care and Billing

Setting the System Preference for Integration

Siebel Energy Customer Mapping to Oracle Utilities Customer Care and Billing

About Managing Integrated Customers

Sequence for Creating Integrated Customers

Sequence for Updating Integrated Customers

Customer Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy

Oracle Utilities Customer Care and Billing Product Mapping to Siebel Energy

About Managing Integrated Products

Sequence for Creating Integrated Products

Sequence for Updating Integrated Products

Product Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy

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Accounts in Siebel Energy

About Accounts in Siebel Energy

Scenario for Using 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 Using Profiles in Siebel Energy

Creating and Updating a Profile in Siebel Energy (End User)

About Billing Profiles in Siebel Energy

Creating Billing Profiles for Bill Recipients

About Customer Profiles in Siebel Energy

About Energy Exemption Profiles

About Energy Statement Profiles

Setting Up Statement Profiles for Secondary Bill Recipients

Verifying Statement Profiles for Secondary Bill Recipients

About Financial Profiles in Siebel Energy

Running a Credit Check

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

About Contacts in Siebel Energy

Scenario for Using Contacts in Siebel Energy

Creating 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 Using 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

About Premises in Siebel Energy

Scenario for Setting Up Premises in Siebel Energy

Setting Up Premises in Siebel Energy (End User)

Registering a Premises Hookup in Siebel Energy (End User)

Replacing a Meter for Maintenance (End User)

Associating an Activity with a Premises in Siebel Energy (End User)

Verifying a Premises 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 Premises in Siebel Energy (End User)

Adding a Service Request for a Premises 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 Premises Management in Siebel Energy

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Products in Siebel Energy

About Products in Siebel Energy

Setting Up Energy Products

Viewing Energy Products (End User)

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Assets in Siebel Energy

About Assets in Siebel Energy

Scenario for Setting Up 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 to 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

About Opportunities in Siebel Energy

Scenario for Creating 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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Multi-Site Quotes in Siebel Energy

About Multi-Site Quotes in Siebel Energy

Scenarios for Using Multi-Site Quotes in Siebel Energy

Process of Creating New Multi-Site Quotes (End User)

Creating Records for New Multi-Site Quotes

Associating Sites with New Multi-Site Quotes

Adding Product Groups to New Multi-Site Quotes

Adding Sites to Product Groups for New Multi-Site Quotes

Adding Products to Product Groups for New Multi-Site Quotes

Associating Billing Accounts with Sites for New Multi-Site Quotes

Creating New Versions of Multi-Site Quotes (End User)

Validating Multi-Site Quotes (End User)

Reviewing Order Line Items for Multi-Site Quotes (End User)

Submitting Multi-Site Quotes (End User)

Process of Creating Multi-Site Quote Revisions (End User)

Creating Records for Multi-Site Quote Revisions

Associating New Sites with Multi-Site Quote Revisions

Adding Product Groups to Multi-Site Quote Revisions

Adding Sites to Product Groups for Multi-Site Quote Revisions

Deactivating Sites in Product Groups for Multi-Site Quote Revisions

Changing Exit Date of Sites in Product Groups for Multi-Site Quote Revisions

Adding Products to Product Groups for Multi-Site Revisions

Changing Configurations of Existing Products for Multi-Site Revisions

Retiring Existing Products from Product Groups for Multi-Site Quote Revisions

Changing the Retirement Dates of Products for Multi-Site Quote Revisions

Changing the Inclusion Dates of Products for Multi-Site Quote Revisions

Changing the Billing Account Associations with Sites for Multi-Site Quote Revisions

About the Requested Date Field for Multi-Site Quotes

About the Service Type Field for Multi-Site Quotes

About the Validation of Multi-Site Quotes

About the Decomposition of Multi-Site Quotes

About Data Transformation in Multi-Site Quote Revisions

About Pricing for Multi-Site Quotes

Workflows for Multi-Site Quotes

MS Quote Preview Item Wrapper Workflow

MS Quote Preview Item Process Workflow

Submit MS Quote WF Workflow

Submit MS Quote SubProcess Workflow

MS Quote Submit Cancelled Line Item Workflow

SIS OM Edit Delta MS Quote Line Item Workflow

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Price Comparison in Siebel Energy

About Price Comparison in Siebel Energy

Rate Plans with Tier-Based Pricing

Scenarios for Using Price Comparison in Siebel Energy

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

About Billing in Siebel Energy

Scenario for Using Billing in Siebel Energy

Generating Credit, Fraud, and Usage Information in Siebel Energy

Setting Up the Invoice Image Feature in Siebel Energy

Entering Bank Information in Siebel Energy

About Accessing or Updating Billing Information in Siebel Energy

Process of Accessing or Updating Billing Information in Siebel Energy (End User)

Accessing Billing Information

Viewing Invoices

Process of Entering Payment Against an Outstanding Balance in Siebel Energy (End User)

Recording Account-Level Payments

Recording Invoice-Level Payments

Viewing Billing Payment History

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 to an Invoice

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

Viewing the Outcome of a Payment Arrangement Request

Recording a Customer's Decision About Payment Arrangement Terms

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

About Work Orders in Siebel Energy

Scenario for Using 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 Using 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 Using 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 Payments for Credit Alerts 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

Viewing Account Adjustment or Payment Plan Request Outcomes

Recording Customer Decisions About Account Adjustments or Payment Plans

Closing a Credit Alert Manually 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 Using Fraud Management in Siebel Energy

Viewing Fraud Alerts in Siebel Energy (End User)

About Following Up with the Customer for a Fraud Alert

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

About Integration Workflows in Siebel Energy

Terminology for Integration Workflows in Siebel Energy

Sample Integration Workflows for Siebel Energy

Sample Integration Workflow: CUT Send Account Data

Sample Integration Workflow: CUT Get Account Data

Sample Integration Workflow: CUT Receive Account Data

Workflows for Oracle Utilities Customer Care and Billing Integration

SWI Statement Profile Update Workflow

SISOMBillingSubmitOrderWebService Workflow

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Technical Reference for the Price Comparison Feature

Components of the Pricing Calculator

SmartScript for Price Comparison

SIS OM Pricing Calculator Business Service

User Properties for Pricing Calculator Methods

Adding a Usage Type for the Pricing Calculator

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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