8Products in Siebel Energy
Products in Siebel Energy
This chapter describes some Siebel Energy-specific information about managing product records. It includes the following topics:
About Products in Siebel Energy
In Siebel Energy, a product is an item, a service, or a group of items and services that your organization provides to utility customers. Items might include meters and electronic thermostats. A service product might be, for example, a gas service, electric service, or energy audit. Product managers can define products and product details for use by sales and service representatives. You can set up the following types of products in Siebel Energy:
Simple products. These products cannot be further broken up into smaller subproducts.
Complex products. These products can be broken up into subproducts.
New or modified product records can be automatically synchronized from an integrated external billing application. For more information, see Overview of Siebel Energy. For more information about creating, structuring, and managing products in your Siebel application, see Siebel Product Administration Guide.
Setting Up Energy Products
Product administrators enter information about products into the Siebel application by creating product records. A product record contains the product name and important information about the product, such as its product line name or part number. If your Siebel Energy instance is integrated with an external billing application, then product records might be synchronized from that external application. For more information about setting up products in your Siebel application, see Siebel Product Administration Guide. For more information about product integration with an external billing application, see Oracle Utilities Customer Care and Billing Product Mapping to Siebel Energy.
To set up an energy product
Navigate to the Administration - Product screen, then the Products view.
Add a new record or select an existing record, and complete or edit the necessary fields.
Click the Detail view tab, if necessary.
Scroll down to the More Details section of the Detail form, and complete or edit the necessary fields.
Some fields are described in the following table.
Field Comments Detailed Description
Type a detailed description of the rate structure for this product.
Pricing Details
Type a detailed description of the pricing details for this product.
Terms
Type a detailed description of the terms and conditions for this product.
Note: These fields might be populated from the integration of Siebel Energy with an external billing application. In this case, they might be used to describe the utility rate structure, detailed price, and specific terms and conditions of the products that are set up in the external billing application and not fully reproduced in Siebel Energy. These detailed descriptions might reside in the external billing application and be automatically synchronized with your Siebel application.
Viewing Energy Products (End User)
Sales and service representatives can access product information in Siebel Energy to describe product offerings to customers and prospects prior to capturing an order, or to respond to customer inquiries. If your Siebel Energy instance is integrated with an external billing application, then product records might be synchronized from that external application. For more information about products in your Siebel application, see Siebel Product Administration Guide.
To view an energy product
Navigate to the Products screen, then the Internal Product List view.
Drill down on the name of the product.
Click the More Info view tab.
In the More Info form, view the information fields.
Some fields are described in the following table.
Field Comments Detailed Description
Displays a detailed description of the rate structure for this product.
Pricing Details
Displays a detailed description of the pricing details for this product.
Terms
Displays a detailed description of the terms and conditions for this product.
Note: These fields might be populated from the integration of Siebel Energy with an external billing application. In this case, these details might reside in the external billing application and be automatically synchronized with your Siebel application.