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Setting Up the Invoice Image Feature in Siebel Energy


In the Siebel application, end users can view the image of a customer's bill from the external billing application, if the administrator sets up this feature.

Bill Statement Host

When end users click the Invoice Image view tab of the Invoices screen, the invoice image that appears comes from the Bill Statement host. This image is not stored in the Siebel application. Complete the procedure in this topic to set up the integration between the Bill Statement host and the Siebel application.

To configure the integration with the Bill Statement host

  1. Navigate to the Administration - Integration screen, then the WI Symbolic URL List view.
  2. In the Host Administration list, select the host with a value of BillStatementHost in the Virtual Name field.
  3. In the Name field for this host, enter the name of your invoice host.
  4. From the Show drop-down list, select Symbolic URL Administration.
  5. In the Symbolic URL list, complete the following steps:
    1. Select the record with a value of BillStatement in the Name field.

      NOTE:  BillStatement is the name of the control defined in Siebel Tools. For more information, see Using Siebel Tools.

    2. For this record, complete the fields in the following table.
      Field
      Comments

      URL

      Type the URL in which the bill image appears.

      Host Name

      Select the name of the invoice host that you enter in Step 3.

      Fixup Name

      Select the fix up name. A value of InsideApplet displays the image in the current applet. A value of OutsideApplication displays the image in a new pop-up window.

  6. Restart the application.

    The invoice image is now obtained from the Bill Statement URL.

Web Center Content Host

When end users click the View Invoice button in the Bills view tab of the Billing Profile screen, the invoice image that appears comes from the Web Center Content (WCC) host. This image is not stored in the Siebel application. Complete the procedure in this topic to set up the integration between the WCC host and the Siebel application.

To configure the integration with the Web Center Content host

  1. Navigate to the Administration - Integration screen, then the WI Symbolic URL List view.
  2. In the Host Administration list, select the host with a value of wccserver in the Virtual Name field.
  3. In the Name field for this host, enter the name of your invoice host.
  4. From the Show drop-down list, select Symbolic URL Administration.
  5. In the Symbolic URL list, complete the following steps:
    1. Select the record with a value of WCC Invoice Popup Applet in the Name field.

      NOTE:  WCC Invoice Popup Applet is the name of the control defined in Siebel Tools. For more information, see Using Siebel Tools.

    2. For this record, complete the fields in the following table.
      Field
      Comments

      URL

      Type the URL in which the bill image appears.

      Host Name

      Select the name of the invoice host that you enter in Step 3.

    3. Change the values for the records in the Symbolic URL Arguments list to accommodate your WCC host.

      For example, if the user ID and password for the WCC host are the same as the user ID and password for the Siebel application, then change the Argument Value field from UserLoginid to UserSiebelLoginid for the record with a value of j_username in the Name field, and change the Argument Value field from UserLoginPassword to UserSiebelLoginPassword for the record with a value of j_password in the Name field.

      If the user ID and password for the WCC host are different from the user ID and password for the Siebel application, then complete Step 6.

    4. Repeat Step a through Step c for the record with a value of WCC Invoice Popup Applet_Demo in the Name field.
  6. If the user ID and password for the WCC host are different from the user ID and password for the Siebel application, then complete the following steps so that end users do not have to enter these credentials a second time:
    1. Navigate to the Administration - Integration screen, then the SSO Systems Admin List view.
    2. In the SSO Systems Administration list, add a record, and complete the fields in the following table.
      Field
      Comments

      System Name

      Type WCC Invoice URL.

      Symbolic URL Name

      Select WCC Invoice Popup Applet or WCC Invoice Popup Applet_Demo.

      Description

      Type WCC URL Credentials

    3. In the SSO System Users list, add a record, and complete the fields in the following table.
      Field
      Comments

      Siebel Login Name

      Select the user ID for the Siebel application.

      Login Name

      Type the WCC user ID.

      Password

      Type the WCC password.

  7. Restart the application.

    The invoice image is now obtained from the WCC URL.

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