Oracle® Communications Order and Service Management

Account Manager Online Help

Release 7.3.1

E68897-01

April 2016

Oracle Communications Order and Service Management Account Manager Online Help, Release 7.3.1

E68897-01

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

Contents

Preface

- Documentation Accessibility

1 Getting Started with Account Manager

- Accounts Home Page

- Searching for Customer Accounts

- Account Search Page and Dialog Box

- Account Overview Page

- Viewing Accounts in the Account Hierarchy

- Viewing Assets

2 Creating Residential Accounts

- Customer Page - Residential Account

- Contact Information Section

- Shipping Address Section

- Address Search Dialog Box

- Account Type and Currency Section

- Contacts Section

- Create Contact Dialog Box

- Payment Page - Residential Account

- Payment Responsibility Section

- Billing Address Section

- Billing Information Section

- Summary Page - Residential Account

3 Creating Business Accounts

- Customer Page - Business Account

- Company Name and Contact Information Section

- Address Section

- Legal Entity Section

- Account Type and Currency Section

- Service Accounts Page

- Create Account Dialog Box

- Payment Page - Business Account

- Payment Responsibility Section

- Billing Information Section

- Edit Billing Profile Dialog Box

- Summary Page - Business Account

Preface

This Help describes how to use the Oracle Communications Order and Service Management (OSM) Account Manager to create and manage customer accounts.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

1 Getting Started with Account Manager

The Oracle Communications Order and Service Management (OSM) Account Manager enables you to create and manage customer accounts.

An account represents any organization or person and contains the information required to receive services and bills.

The Account Manager enables you to do the following:

- Create residential and business customer accounts.

- Find and update residential customer accounts.

Related Topics

Accounts Home Page

Creating Residential Accounts

Creating Business Accounts

Accounts Home Page

Use the Accounts Home page to do the following:

- Create and update customer account for an individual subscriber.

- Create a customer account for a commercial business.

- Search for and view the details of the accounts that you create, including a hierarchy of the accounts.

Related Topics

Creating Residential Accounts

Creating Business Accounts

Searching for Customer Accounts

To search for a customer account:

1. On the Accounts Home page, select Search.
The Account Search page appears.

2. For Account Type, select the type of account.

3. Enter search criteria for the account that you want to find. See "Account Search Page and Dialog Box".

4. Click Search.
Accounts that match your criteria appear. If more search results are available than can fit in the search results panel, click Search More to show additional results. By default, this list displays 5 results at a time. The number of results can be configured in OSM.

5. Click View Details for the account whose details you want to view.
The Account Overview page appears.

Related Topics

Account Search Page and Dialog Box

Account Overview Page

Account Search Page and Dialog Box

Use the Account Search to find and view a customer account.

Account search fields can contain the asterisk (*) wildcard character, which matches a string of characters. For example, a value of 12* entered in the Account Number field returns all accounts whose numbers begin with the characters 12.

Field

Description

Account Type

(On the Account Search page only) Select the type of account.

Account Number

Enter the customer's account number.

Company Name or First Name/Last Name

Enter the account holder's name.

Street Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Country

Enter or select a country from the list.

Account Overview Page

Use the Account Overview page to view information about the account, for example the address or billing information.

You can open the Assets page and view the assets that are associated with the customer account. You can also view the payment hierarchy for the account.

Viewing Accounts in the Account Hierarchy

You can view the account's payment hierarchy and display information about any of the accounts in the hierarchy.

The account hierarchy represents the payment hierarchy, which means that a parent account is responsible for the payment of its child accounts.

To view accounts in the account hierarchy:

1. Click the Account Hierarchy icon.

The Account Hierarchy drawer opens and displays all the accounts in the hierarchy. If there is no payment hierarchy, a message appears that the hierarchy does not exist.

2. If you want to expand the hierarchy, click Expand All.

3. Click an account.
The information about the account appears on the Account Overview page.

Note:
You can close the drawer by clicking the Account Hierarchy icon again.

Viewing Assets

You can view the assets that are associated with the customer account. For more information about assets, see the online Help for the Assets page.

To view the assets associated with the customer account:

1. Click Assets.
The Asset page appears.

2. Click an asset to view its details.

2 Creating Residential Accounts

You create a residential customer account for an individual subscriber.

To create a residential customer account:

1. On the Accounts Home page, click Residential Account.
The Create Residential Account: Customer Account page appears.

2. On the Customer Account page, enter the customer account information.
To update an existing account, click Search to find and select an account to update.

3. (Optional) To create additional contacts for the account, click Create Contact and enter the contact information.

4. Click Next.
The Payment page appears.

5. Specify the following:

- Payment Responsibility

- Billing Address

- Billing Information

6. Click Next.
The Summary page appears.

7. Review the information that you entered. You can return to a previous page if you want to make corrections.

8. Click Done.
The account is created. You can view the payment hierarchy of the account, and assets that are associated with the account, on the Account Overview page. See "Account Overview Page".

Related Topics

Creating Business Accounts

Account Search Page and Dialog Box

Customer Page - Residential Account

Use the Customer page to create or update a residential account. You can enter new account information or search for and update an existing account.

For a description of the fields on this page, see the following:

- Contact Information Section

- Shipping Address Section

- Address Search Dialog Box

- Account Type and Currency Section

- Contacts Section

Contact Information Section

Use the Contact Information section to enter the customer's personal contact information.

Field

Description

Contact Name

Enter the first and last name.

Phone

Enter a phone number and select its type from the list.
Add another phone number by clicking the + icon. You can add up to three phone numbers.

Email

Enter an email address.

Shipping Address Section

Use the Shipping Address section to enter the customer's shipping address. If the address exists in the system, you can click the Search icon and search for the address. See "Address Search Dialog Box" for more information.

Field

Description

Country

Enter a country or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Address Search Dialog Box

Use the Address Search dialog box to find an address.

Field

Description

Street Address

Enter a street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Country

Enter a country, or select a country from the list.

Account Type and Currency Section

Use the Account Type and Currency section to select the currency that the account will use.

Field

Description

Account Type

Displays the type of account that you are creating.

Currency

Select a currency from the list.

Contacts Section

Use the Contacts section to create a contact for a residential account by clicking Create Contact. If contacts already exist for the account, they are listed here. You can also remove and edit contacts.

Create Contact Dialog Box

Use the Create Contact dialog box to create a contact for an account. If the address exists in the system, you can click the Search icon and search for the address.

Field

Description

Contact Name

Enter the first and last name.

Contact Title

Enter the title.

Phone

Enter a phone number and select its type from the list.
Add another phone number by clicking the + icon. You can add up to three phone numbers.

Email

Enter an email address.

Country

Enter a country or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Payment Page - Residential Account

Use the Payment page to specify payment details for the residential account. For a description of fields on this page, see the following:

- Payment Responsibility Section

- Billing Address Section

- Billing Information Section

Payment Responsibility Section

Use the Payment Responsibility section to assign payment responsibility to the residential account. If the address exists in the system, you can click the Search icon and search for the address.

Field

Description

The account pays for itself

Select if the account owner will be responsible for account payment.
Deselect if another person will be responsible for account payments. Enter the contact information and shipping address of the responsible party or search for an existing account.

Contact Name

Enter the first and last name.

Phone

Enter a phone number and select its type from the list
Add another phone number by clicking the + icon. You can add up to three phone numbers.

Email

Enter an email address.

Country

Enter a country or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Billing Address Section

Use the Billing Address section to specify the billing address. If the address exists in the system, you can click the Search icon and search for the address.

Field

Description

Same as Shipping Address

Select to make the billing address the same as the account's shipping address.
Deselect to enter a billing address that is different from the shipping address.

Country

Enter a country or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Billing Information Section

Use the Billing Information section to enter billing details for the residential account.

Field

Description

Frequency

Select how frequently the account will be billed.

Day of the Month

Enter the day of the month (between 1 and 31) on which you want the account to be billed.

Payment Method

Select a payment method for the bill.

Delivery Method

Select the billing delivery method.

Bill Type

Select the type of bill to send.

Summary Page - Residential Account

Use the Summary page to review the account details that you entered. If any information is incorrect, you can go back to the relevant page, change the details, and then return to the summary page to review.

To complete creating the account, click Done.

3 Creating Business Accounts

Create a business customer account when you need to define service accounts for the main business account. Service accounts are useful when, for example, your company has several satellite offices and you want the main company to pay for the services for each satellite office. You create a business account for the company and a service account for each satellite office. You can create as many service accounts as you need.

To create a business account:

1. On the Accounts Home page, click New Business Account.
The Create Business Account: Customer Account page appears.

2. Enter the customer account information.

3. Click Next.
The Service Accounts page appears.

4. Create the service accounts that you want to associate with the customer account. Do the following for each service account to create:

1. Click Create Account.
The Create Account dialog box appears.

2. Enter the details for the service account.

3. Click OK.
The service account appears in the list of service accounts.

5. Click Next.
The Payment page appears.

6. In the Payment Responsibility section, select the option for how payment responsibility is assigned.

7. If you selected to have one account pay for all service accounts, do the following:

1. From the Select the payment account list, select the account responsible for payment.

2. If the account does not yet have billing information, enter the billing information in the Billing Information section.

8. If you selected to assign payment responsibility for each service account, you must specify the paying account for every service account. Do the following for each service account:

1. In the Service Accounts table, select the service account whose payments will be another account's responsibility.

2. From the Assign Payment Account list, select the account that will be responsible for the selected service account's payments.

3. Click Assign Payment Account.

4. (Optional) To change the billing information for the account, click Edit.

9. Click Next.
The Summary page appears.

10. Review the information that you entered. You can return to a previous page if you want to make corrections.

11. Click Done.
The account is created. You can view the payment hierarchy of the account, and assets that are associated with the account, on the Account Overview page. See "Account Overview Page".

Related Topics

Creating Residential Accounts

Customer Page - Business Account

Use the Customer page to create a business account. For a description of the fields on this page, see the following:

- Company Name and Contact Information Section

- Address Section

- Legal Entity Section

- Account Type and Currency Section

Company Name and Contact Information Section

Use the Company Name and Contact Information section to enter the business customer's company name and contact information.

Field

Description

Company Name

Enter a company name.

Contact Name

Enter the first and last name.

Contact Title

Enter the title.

Phone

Enter a phone number and select its type from the list.
Add another phone number by clicking the + icon. You can add up to three phone numbers.

Email

Enter an email address.

Address Section

Use the Address section to enter the business customer's address. If the address exists in the system, you can click the Search icon and search for the address. See "Address Search Dialog Box" for more information.

Field

Description

Country

Enter a country or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Legal Entity Section

Use the Legal Entity section to designate a legal entity for the account.

Field

Description

Legal Entity

Select if the business customer is also the legal entity.
Deselect if the business customer is not the legal entity, and do one of the following:

- Search for an existing account to designate as the legal entity for this account. See "Account Search Page and Dialog Box" for more information.

- Enter the legal entity's information. In this case, an account for the legal entity is also created.

Account Type and Currency Section

Use the Account Type and Currency section to select the currency that the account will use.

Field

Description

Account Type

Displays the type of account that you are creating.

Currency

Select a currency from the list.

Service Accounts Page

Use the Service Accounts page to create service accounts that are associated to the business account that you are creating.

On this page, you can do the following:

- Create a service account

- Remove service accounts

- Edit service accounts

See "Create Account Dialog Box" for information about the fields on this page.

Create Account Dialog Box

Use the Create Account dialog box to enter details about the new account. If the address exists in the system, you can click the Search icon and search for the address. See "Address Search Dialog Box" for more information.

Field

Description

Contact Name

Enter the first and last name.

Contact Title

Enter the title.

Phone

Enter a phone number and select its type from the list.
Add another phone number for the contact by clicking the + icon. You can add up to three phone numbers.

Email

Enter an email address.

Country

Enter a country, or select a country from the list.

Address

Enter the street address.

City/Town

Enter a city or town.

State/Province

Enter a state or province.

Zip/Postal Code

Enter a zip code or postal code.

Use this as my shipping address

Select if the shipping address is the same as the account address.
Deselect to enter a shipping address that is different from the account address.

Payment Page - Business Account

Use the Payment page to specify payment details for the account. You can assign payment responsibility to the main customer account (the default) or to one or more of the service accounts associated with the customer account.

For information about the fields on this page, see the following:

- Payment Responsibility Section

- Billing Information Section

Payment Responsibility Section

Use the Payment Responsibility section to assign payment responsibility for the business account.

Field

Description

How would you like to assign payment responsibility?

Select One account pays for all service accounts to specify that one business account is responsible for payment.
Select Assign payment responsibility for each service account to specify service accounts that are responsible for payment. See "Creating Business Accounts" for more information.

Select the payment account

If you selected One account pays for all service accounts, select the account from the list.

Billing Information Section

Use the Billing Information section to specify billing information for the account.

Field

Description

Frequency

Select how frequently the account will be billed.

Day of the Month

Enter the day of the month (between 1 and 31) on which you want the account to be billed.

Payment Method

Select a payment method for the bill.

Delivery Method

Select the billing delivery method.

Bill Type

Select the type of bill to send.

Edit Billing Profile Dialog Box

Use the Edit Billing Profile dialog box to edit the billing information for an account. See "Billing Information Section" for information about the fields in this dialog box.

Summary Page - Business Account

Use the Summary page to review the account details that you entered. If any information is incorrect, you can go back to the relevant page, change the details, and then return to the summary page to review.

To complete creating the account, click Done.

Oracle Legal Notices

Copyright Notice

Copyright © 1994-2016, Oracle and/or its affiliates. All rights reserved.

License Restrictions Warranty/Consequential Damages Disclaimer

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

Warranty Disclaimer

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

Restricted Rights Notice

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

Hazardous Applications Notice

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Trademark Notice

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

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Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.