Contents
1 What's New in This Release
2 Overview of Siebel Energy
- 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
- Siebel Energy Customer Mapping to Oracle Utilities Customer Care and Billing
- Oracle Utilities Customer Care and Billing Product Mapping to Siebel Energy
3 Accounts in Siebel Energy
- 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)
4 Profiles in Siebel Energy
- 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
- About Customer Profiles in Siebel Energy
- About Energy Exemption Profiles
- About Energy Statement Profiles
- About Financial Profiles in Siebel Energy
- 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)
5 Contacts in Siebel Energy
- 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
6 Agreements and Entitlements in Siebel Energy
- 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)
7 Premises in Siebel Energy
- 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
8 Products in Siebel Energy
- Products in Siebel Energy
- About Products in Siebel Energy
- Setting Up Energy Products
- Viewing Energy Products (End User)
9 Assets in Siebel Energy
- 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)
10 Opportunities in Siebel Energy
- 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
11 Multi-Site Quotes in Siebel Energy
- 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
12 Price Comparison in Siebel Energy
- 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
- 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)
13 Billing Siebel Energy
- 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)
- Process of Entering Payment Against an Outstanding Balance in Siebel Energy (End User)
- 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)
- Process of Making Payment Arrangements in Siebel Energy (End User)
- 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
14 Work Orders in Siebel Energy
- 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
15 Service Requests and Trouble Tickets in Siebel Energy
- 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
16 Credit Management in Siebel Energy
- 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)
- Closing a Credit Alert Manually in Siebel Energy (End User)
- Additional End-User Tasks for Credit Management in Siebel Energy
17 Fraud Management in Siebel Energy
- 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
18 Defining Integration Workflows for Siebel Energy
- 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
- CUT Send Account Data Workflow
- CUT Get Account Data Workflow
- CUT Receive Account Data Workflow
- CUT Send Service Profile Data Workflow
- CUT Get Service Profile Data Workflow
- CUT Receive Service Profile Data Workflow
- CUT Send Sales Order Data Workflow
- CUT Get Sales Order Data Workflow
- CUT Receive Sales Order Data Workflow
- CUT Send Work Order Data Workflow
- CUT Get Work Order Data Workflow
- CUT Receive Work Order Data Workflow
- CUT Send Trouble Ticket Data Workflow
- CUT Get Trouble Ticket Data Workflow
- CUT Receive Trouble Ticket Data Workflow
- CUT Receive Fraud Alert Data Workflow
- CUT Receive Credit Alert Data Workflow
- CUT Send Phone Number Data Workflow
- CUT Get Phone Number Data Workflow
- CUT Receive Phone Number Data Workflow
- 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
19 Technical Reference for the Price Comparison Feature
- 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