| Bookshelf Home | Contents | Index | Search | PDF | |
Key Features of Siebel eEnergy
Business Functions of Screen Tabs in Siebel eEnergy
Business Scenario for Accounts
Administrator Procedure for Accounts
Setting Up External Organizations (Administrator)
End-User Procedures for Accounts
Reviewing an Account Hierarchy
Accessing or Updating Account Information
Monitoring Infrastructure, Equipment, and Usage
Additional End-User Procedures Related to Accounts
Business Scenario for Profiles
End-User Procedures for Profiles
Creating and Updating a Profile
About Energy Exemption Profiles
About Energy Statement Profiles
Creating and Updating an Address Profile
Business Scenario for Contacts
End-User Procedures for Contacts
Creating a Contact-Related Activity
Associating a Contact with a Trouble Ticket
Additional Procedures Related to Contact Management
Agreements and Entitlements Overview
Business Scenarios for Agreements and Entitlements
Administrator Procedures for Agreements and Entitlements
Setting Up Templates for the Auto Document Feature (Administrator)
End-User Procedures for Agreements and Entitlements
Adding Terms to an Agreement and Generating a Total
Creating and Printing an Agreement Document
Associating an Agreement with an Order
Associating an Agreement with a Service Item
Viewing Agreement Details in the Explorer
Business Scenario for Premises
Administrator Procedures for Premises
Setting Up Premise Records (Administrator)
Registering a Premise Hookup (Administrator)
Replacing a Meter for Maintenance (Administrator)
End-User Procedures for Premises
Associating an Activity with a Premise
Viewing Service Point and Meter Information
Viewing Service Requests for a Premise
Adding a Service Request for a Premise
Adding Infrastructure Information
Viewing Asset Information for a Meter
Additional End-User Procedures Related to Premises
End-User Procedures for Assets
Associating Related Assets with a Primary Asset
Viewing Hierarchical Information for an Asset
Creating a Transaction for an Asset
Viewing Components Associated with an Asset
Adding a Service Request Associated with an Asset
Adding a Change Request Associated with an Asset
Viewing Service Points and Services
Viewing or Entering a Meter Reading
Business Scenario for Opportunities
End-User Procedures for Opportunities
Associating an Account with an Opportunity
Associating a Product with an Opportunity
Creating a Quote for an Opportunity
Creating a Profile for an Opportunity
Associating a Related Site with an Opportunity
Associating a Partner with an Opportunity
Additional End-User Procedures Related to Opportunities
Rate Plans with Tier-Based Pricing
Business Scenarios for Price Comparison
Example Sequence for Price Comparison
Administrator Procedures for Price Comparison
Overview of Setting Up Rate Plans (Administrator)
Setting Up Products for Rate Plans (Administrator)
Setting Up Price Lists for Rate Plans (Administrator)
Setting Up a Usage Profile (Administrator)
Matching Competitors' Rate Plans with In-House Rate Plans (Administrator)
Running Reports (Administrator)
End-User Procedures for Price Comparison
Accessing the Price Comparison Feature
Enrolling a Customer for a Service
End-User Procedures for Billing
Accessing or Updating Billing Information
Entering Payment Against an Outstanding Balance
Overview of Adjustment Requests
Viewing an Adjustment Request Outcome
Recording a Customer's Decision About Adjustment Outcome Terms
Overview of Payment Arrangement
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
Additional End-User Procedures Related to Billing
Administrator Procedures for Billing
Generating Credit, Fraud, and Usage Information (Administrator)
Setting Up the Invoice Image Feature (Administrator)
Business Scenario for Work Orders
End-User Procedures for Work Orders
Adding an Activity to a Work Order
Creating Work Order Line Items
Additional End-User Procedures Related to Work Orders
Service Requests and Trouble Tickets
Service Requests and Trouble Tickets Overview
Business Scenario for Service Requests and Trouble Tickets
Administrator Setup for Service Requests and Trouble Tickets
End-User Procedures for Service Requests and Trouble Tickets
Overview of Trouble Ticket Creation
Creating a Trouble Ticket Record
Assigning a Trouble Ticket to a Person or Group
Associating Parent and Child Trouble Tickets
Using the Customer Satisfaction Survey
Analyzing Trouble Tickets Data
Additional End-User Procedures Related to Trouble Tickets
Business Scenario for Credit Management
End-User Procedures for Credit Management
Reviewing and Adding a Credit Alert
Adding an Activity to a Credit Alert
Communication with the Customer
Overview of Requests for Account Adjustments or Payment Plans
Recording the Customer's Decision About the Outcome
Additional End-User Procedures Related to Credit Management
Business Scenario for Fraud Management
End-User Procedures for Fraud Management
Viewing Fraud Alerts and Fraud Alert Details
Additional Procedures Related to Fraud Management
Defining an Integration Workflow Process
Business Scenarios for Defining Integration Workflow Processes
Sample Integration Workflow Processes
Sample Workflow Process: CUT Send Account Data
Sample Workflow Process: CUT Receive Account Data
SmartScript for Price Comparison
SIS OM SmartScript Engine Classes
EPC Admin Virtual Business Component
SIS OM SmartScript Player User Properties
SIS OM Pricing Calculator Business Service
SIS OM Pricing Calculator Business Service
Get Area Rate Plan Names Method
Get Area Supplier Names 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
SIS OM Goto Price Comparison View Process
SIS OM PC Create Account Subprocess
SIS OM PC Go To Opportunity View
SIS OM PC Set Opportunity Account
SIS OM PC Go to Order Entry - Line Items View (Sales)
CUT eSales - PC Enrollment Process
CUT eSales - Set Shopping Cart Price List
CUT eSales - PC Prepare Cart Process
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel eEnergy Guide Published: 23 June 2003 |