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Setting Up Premises in Siebel Energy (End User)

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

About Adding a Premises Record

There are two ways to add a premises record. The method you use depends on if an account for the customer who occupies the premises has already been established. These methods follow:

• You can add a premises record before the customer who occupies a premises is known. In this case, there is no existing customer account with which to associate the premises. When a customer moves into the premises and requests service, the association is made automatically when the premises is added to the account addresses.
• If an account for the customer who occupies a new premises is known, then a new address is added to the account addresses. After the address is validated as a premises, the address is flagged as a premises by an administrator.

Use one of the following procedures to create a premises.

Creating a Premises Before the Account Exists

To add a premises before the customer account exists, follow this procedure.

To add a premises before the customer account exists

1. Navigate to the Administration - Data screen, then the Premises view.

   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
   Buildings	Type the total number of buildings at the premises.
   Floors	Type total number of floors at the premises.
   Read Route	Type the name of the meter reading route to which the premises belongs.
   Read Sequence	Type a number that identifies the sequence in which the meters at the premises are read.
   Bill Group	Select the ID of the billing application batch or group to which the premises belongs.

Creating a Premises When the Account Exists

To add a premises when the customer account already exists, follow this procedure.

To add a premises when the customer account already exists

1. Navigate to the Administration - Data screen, then the Addresses view.

   The Addresses list appears with the Address form beneath it.

2. In the Addresses list, select an address record.
3. In the Address form, select the check box for 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 premises, and complete the necessary fields in the form.

   For more information about some fields, see the table in Creating a Premises Before the Account Exists.