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Associating Sites with New Multi-Site Quotes

When you associate a site with a new multi-site quote, you can also designate the characteristics of that site. Site characteristics include information about the site, such as its energy-usage volume, energy-usage profile, square footage, and energy use process. You can use site characteristics to determine the services that you can associate with a site and the charges applicable to those services. They constitute a contractual reference for how these services are selected and the charges are established. Site characteristics can change during the period of a contract when the customer changes the site premises or its processes. Changes in site characteristics are included in multi-site quote revisions and reflect some changes in the contract.

In the preconfigured multi-site ordering module, the following fields are examples of site characteristics for which you can enter values:

• Usage (KWH), which is kilowatt hours (KWH)
• Usage Hours
• Elec. Demand (KVA), which is thousands of volt amperes (KVA)
• Load Factor

Because different companies use different definitions and formats for site characteristics, developers can configure the Site Characteristics view to include other site characteristics. In the preconfigured multi-site ordering module, you do not have to enter data in the four available fields for site characteristics, but developers can configure the Site Characteristics view so that you must enter data in specific fields.

For help with configuring the Site Characteristics view, create a service request (SR) on My Oracle Support. Alternatively, you can phone Oracle Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on My Oracle Support.

Before you submit a new multi-site quote, you can delete a site record that you associate with it. The records in the Product Groups view and Billing Groups view for that site record are also deleted. If you change the Service Account field or Service Point field on a site record, the same fields in the records in the Product Groups view and Billing Groups view for that site record are also changed.

This task is a step in Process of Creating New Multi-Site Quotes (End User).

To associate sites with a new multi-site quote

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.
3. Click the Site Characteristics view tab.
4. If you want to associate a single site with the new multi-site quote, then add a record to the Site Characteristics list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Service Account	Select a service account for the site record. Only the service accounts included in the account hierarchy for the account that you select for the multi-site quote are available for selection. If you change the account for the multi-site quote, then you can select a service account from a different account hierarchy. You set up service accounts in the Accounts List view of the Accounts screen. Service accounts are accounts with a value in the Account Class field of Service, Service Aggregator, or Customer.
   Service Point	Select a service point when the site applies to a service point that is associated with the service account that you select. Do not select a service point when the site applies to a service account that you have not yet selected. The service points that are available for selection are associated with the premises addresses for the service account that you select. For information about creating premises addresses of service accounts, see Setting Up Premises in Siebel Energy (End User). For information about associating premises addresses with service points, see Registering a Premises Hookup in Siebel Energy (End User).
   Service Type	Displays the type of service for the service point, for example, gas or electricity. When you select a service point, this field is automatically populated. For more information, see About the Service Type Field for Multi-Site Quotes.
   Meter Type	Displays the type of meter that is associated with the service point.
   Usage (KWH)	Type a numeric value for the energy usage in kilowatt hours (KWH) at the site.
   Usage Hours	Type the number of hours of energy usage at the site.
   Meter Use	Displays information about how the meter at the service point is used.
   Elec. Demand (KVA)	Type a numeric value for the electricity demand in thousands of volt amperes (KVA) at the site.
   Load Factor	Type a numeric value for the average electricity demand divided by the peak-electricity demand at the site.
   Premise Address	Displays the address of the premises of the service point. When you select a service point, this field is automatically populated.
   Product	Displays the product for the service point. When you select a service point, this field is automatically populated.

5. If you want to simultaneously associate multiple sites with the new multi-site quote, then complete either of the following steps:
   • Click Add Service Accounts, select multiple service accounts in the dialog box that appears, and click OK to close the dialog box.

     In the dialog box, you can query for the records that you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

     If you select service accounts that already appear in the Site Characteristics list, then those service accounts are not added to the list again.

   • Click Add Service Points, select multiple combinations of service accounts and service points in the dialog box that appears, and click OK to close the dialog box.

     In the dialog box, you can query for the records that you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

     If you select combinations that already appear in the Site Characteristics list, then those combinations are not added to the list again.

6. If necessary, complete the other fields for the added records in the Site Characteristics list.

   For more information about the fields, see Step 4.

7. If you want to delete multiple site records that you just associated with the new multi-site quote, then complete the following steps:
   1. Select the records as follows:
      • To select all records, hold down the CTRL key, and click the A key.
      • To select multiple adjacent records, click the first record, hold down the SHIFT key, and click the last record.
      • To select multiple nonadjacent records, hold down the CTRL key, and click each record.
   2. Click MultiDelete.