Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Process of Managing Prepaid Services >

Topping Up a Balance for an Installed Asset

By creating a top-up request, a user can add currency and usage units (for example, phone minutes) to the balance that is associated with an installed asset. When a user creates a top-up request, the user selects a top-up method, such as Credit Card, Automatic Debit, Complimentary, Voucher, or Promotion.

To top up the currency balance for an installed asset, the customer frequently prepays for services with a credit or debit card. In this scenario, the user selects a top-up method of Credit Card or Automatic Debit. The user can select a method of Complimentary, Voucher, or Promotion to top up either the currency balance or the usage unit balance for an installed asset.

This task is a step in Process of Managing Prepaid Services.

To top up the balance for an installed asset

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, click the Name field for the account.
3. Click the Account Summary - Prepaid view tab.
4. In the Installed Assets list, select the asset for which you want to top up the balance.

   NOTE:  The assets that can appear on this list are those assets that are associated with products to which prepaid services apply. For more information, see Designating Prepaid Services for Products and Promotions.

5. In the Top-Up Requests list, click New to create a top-up request.

   The Prepaid Service Popup Form Applet appears.

   Alternatively, you can display the Prepaid Service Popup Form Applet if you navigate to the Assets screen, click List in the link bar, click the Asset # field for the asset for which you want to top up the balance, click the Top-Up Requests view tab, and click New to create a top-up request.

6. Enter data in the form fields. Some fields are described in the following table.

   Field	Description
   Method	The means by which to top up the balance for the installed asset. The method that you select determines the additional fields in which you can enter data. Values include: Complimentary. Use this method to provide a complimentary top-up amount to the customer. If you select this method, then you cannot enter a value in the Promotion Code field, the Voucher No field, the Credit Card Information fields, and the Automatic Debit Card Information fields. Voucher. Use this method if a voucher allows for the top-up amount. If you select this method, then you can enter a value in the Voucher No field, but you cannot enter a value in the Promotion Code field, the Credit Card Information fields, and the Automatic Debit Card Information fields. After you enter a value in the Voucher No field, click Validate Voucher to populate the Amount field with the amount for the voucher number. Promotion. Use this method if a company promotion allows for the top-up amount. If you select this method, then you can enter a value in the Promotion Code field, but you cannot enter a value in the Voucher No field, the Credit Card Information fields, and the Automatic Debit Card Information fields. Credit Card. Use this method if the customer pays the top-up amount with a credit card. If you select this method, then you can enter a value in the Credit Card Information fields, but you cannot enter a value in the Promotion Code field, the Voucher No field, and the Automatic Debit Card Information fields. Automatic Debit. Use this method if the customer pays the top-up amount with a debit card. If you select this method, then you can enter a value in the Automatic Debit Card Information fields, but you cannot enter a value in the Promotion Code field, the Voucher No field, and the Card Information fields.
   Status	The status of the top-up request. Values include: New. The top-up request is not yet submitted to the billing application. Submitted. The top-up request is submitted to the billing application. Rejected. The billing application rejected the amount of the top-up request. Completed. The billing application accepted the amount of the top-up request.
   U/M	The unit of measurement for the top-up amount (for example, minutes or currency).
   Amount	The top-up amount.

7. Click Submit to submit the top-up request to the billing application.

   The top-up request appears in the Top-Up Requests list.