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
MobileViewing 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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