Oracle Utilities Customer Care and Billing User Guides
Business User Guide
User Interface Standard Features
Page Components
The Application Toolbar
Home Icon
Menu
Admin Menu
Back and Forward Arrows
History Icon
Search
Help Menu
User Menu
Page Title Area
Page Actions Toolbar
Bookmark Button
Next/Previous Item Buttons
Duplicate Button
Delete Button
Clear Button
Save Button
Refresh Button
Object Display Area
Multiple Tabs
Text Box
Date and Time Fields
Search Button
Context Menu Button
Go To Button
Broadcast Button
Embedded Help Icon
Work Lists
Scroll Bars with Dynamic Height
Sorting Functionality
Get More Functionality
Adding and Removing Rows Using Arrows
Reorganizing Items Using the Up and Down Arrows
Trees
Required Field Indicator
Accordion Windows
Row Summary and Chunk Management
Dashboard Area
Script Area
Portal Pages
Portals Are Made Up Of Zones
Users Must Be Granted Security Access To Each Zone
Zones May Appear Collapsed When A Page Opens
Some Portals Allow User Customization
Dashboard Portal
Bookmarks Zone
Tags Zone
Collect Entity Zone
Current To Do Zone
Favorite Links Zone
Favorite Scripts Zone
Favorite Searches Zone
Switch Language Zone
To Do Summary Zone
Work List Zone
Zone Types and Characteristics
Common Characteristics of Zones
Zone Visibility
Control Zone Headers
Explorer Zones
Search Criteria / Filter Area
Description Bar
Results Area
Title Bar
Explorer Zone Menu
Clear Filters
Export to Excel
Print
Save Search Options
Save As
Open Saved Search
Save
Set As Default
Remove As Default
Add To Favorites
Remove From Favorites
Delete
Show Filters
Show Column Configuration Area
The Open Zone Maintenance Icon
Configurable Columns
Multi-Query Zones
Map Zones
Open Map Maintenance Icon
Tabbed Display Zones
Timeline Zone
Common Base Portals and Zones
All-In-One Portal
List Zone
Separate Query and Maintenance Portals
Query Portal Search Zone
Maintenance Portal
Object Display Zone
Log Zone
Process Flow
Fixed Pages
Maintenance Pages
The Unique Identifier Area
Confirmation & Error Messages
Warning If Unsaved Changes Exist
Query Pages
The Search Area
User Preferences
User - Main
User - To Do Roles
User - Access Security
User - Bookmarks
User - Portal Preferences
User - Favorite Links
User - Favorite Scripts
User - Characteristics
User - Miscellaneous
Initiating Scripts
Shortcut Key Summary
Customer Information
Understanding The V
Persons
Accounts
Service Agreements (SAs)
Premises
Service Points (SPs)
Metered versus Item-Based versus Non-Badged Service Points
Service Points With Multiple Items
Putting It All Together
Sample V For A Residential Customer
Sample V For A Commercial Customer With Multiple Premises
How To Set Up Customer Hierarchies
Navigating The V
Control Central
Control Central - Search
Search Facilities
Search Options
Wild Cards
Search Results
Control Central - Account Information
Account Activity History Zone
Account Financial History Zone
Alert Zone
Applicable Campaigns Zone
Bill Graph Zone
Billed Consumption Zone
Current Customer Zone
Credit and Collections Info Zone
Customer Information Zone
Financial Information Zone
Premise Information Zone
SA Premise List Zone
Service Credit Membership Zone
Scheduled Payments Log
Timeline Zone - Account Info
Control Central - Customer Information
Communication History Search
Person Tree Zone
Active Account Summary Zone
Timeline Zone - Customer Info
Control Central - Account Tree
Control Central - Premise Tree
Control Central - Bill/Payment Tree
Control Central - Payment Agreements
Payment Arrangement Requests
Payment Arrangement Request Details
Pay Plan Tree
How To Add A New Customer From Control Central
Finding Who Pays For A Meter
Finding Who Pays For An Item
Customer 360
Customer 360 - Unified Search
Unified Search - Filters and Hints
Unified Search - Search Results
Customer 360 - Program Enrollment
Customer 360 - Customer Insights
Customer 360 - Customer Activity
Customer 360 - Financial Activity
Maintaining The V
Maintaining Persons
Person - Main Information
Person - Correspondence Information
Person - Characteristics
Person - Persons
Person - Person Portal
Maintaining Accounts
Account - Main Information
Account - Auto Pay
Account - Person Information
Account - Financial Balances
Account - Bill Messages
Account - C&C
How are credit rating transactions created?
How is credit rating calculated?
What impact does credit rating have in the system?
How is cash-only score calculated?
What impact does cash-only score have in the system?
Account - Budget
Account - Deposits
Account - Characteristics
Account - Alerts
Account - Account Portal
Account Management Portal
Account - SAs For A Debt Class
Using The Account/Person Replicator
Information Replicated for New Persons
Information Replicated for New Accounts
Maintaining Service Agreements
The Lifecycle Of A Service Agreement
Renewing Service Agreements
Expiring Service Agreements
Service Agreement - Main Information
Changing A Start Option
The Impact of Proposal Service Agreements
Service Agreement - Rate Info
Rate Information Tree
Service Agreement - SA / SP
Service Agreement - Chars, Qty & Rec. Charges
Service Agreement - Miscellaneous
Service Agreement - Contract Options
Service Agreement - Interval Info
Service Agreement - TOU Contract Values
TOU Contract Values Tree
Service Agreement - Billing Scenario
Service Agreement - SA Portal
Maintaining SA Relationships
Service Provider SA Relationship
Maintaining Premises
Premise - Main Information
Premise - Characteristics
Premise - Miscellaneous
Premise - Geographic Data
Premise - Alternate Address
Premise - Premise Portal
Maintaining Service Points
Service Point - Main Information
Service Point - Facilities
Service Point - Characteristics
Service Point - SP Type Info
Service Point - Geographic Information
Service Point - Multiple Items
Service Point - Device History
Service Point - Equipment
Service Point - Operations Area
Service Point - SP/SA
Service Point - Field Info
Service Point - SP Route Configuration
Service Point - SP Portal
Dashboard Portal
Current Context Zone
Customer Contact Zone
Financial Information Dashboard Zone
Alert Dashboard Zone
Customer Context Zone
Premise Context Zone
Setting Up Bill Print Groups
Bill Print Group - Main
Bill Print Group - SA Sub Group
Landlord Reversion
Setting Up Landlord Agreements
Using The Premise Replicator
Premise Replicator - Main Information
Premise Replicator - Premise
Premise Replicator - Premise SPs
Start/Stop
The Big Picture Of Starting Service
The Lifecycle Of A Pending Start Service Agreement
Starting Service and Field Activities
What Type Of Start Field Activities Are Created
When Start Field Activities Are Created
How To Start Service Using A Scheduled Meter Read
Activating Pending Starts
What Is Necessary To Start Service?
The System Activates Most Service Agreements Behind-The-Scenes
What Happens At Activation Time?
What Happens After A SA Is Started?
The Big Picture Of Stopping Service
The Lifecycle Of A Pending Stop Service Agreement
Stopping Service and Field Activities
What Type Of Stop Field Activities Are Created
When Stop Field Activities Are Created
How To Stop Service Using A Scheduled Meter Read
Finalizing Pending Stops
The System Finalizes Most Service Agreements Behind-The-Scenes
What Happens At Finalization Time?
What Happens After A Service Agreement Is Stopped?
Start/Stop Maintenance
Start/Stop - Main
Start/Stop - Start Confirmation
Start/Stop - Stop Confirmation
Start/Stop - Address/Phone
Start/Stop - Pending SA
Start/Stop - Pending Field Activity
How To
How To Start Service At A Premise
How To Stop Service At A Premise
How To Start A Deposit
How To Start A Charitable Contribution
How To Start A One-Time Charge Service Agreement
How To Start Service When Multiple Service Points Measure Consumption
Customer Contacts
Person-Based Versus Premise-Based Customer Contacts
How Customer Contacts Are Created
Customer Contacts Are Used To Trigger Letters
A Customer Contact May Trigger Reminders
Customer Contacts Can Be Used As Case Files
Maintaining Customer Contacts
Customer Contact - Main
Customer Contact - Log
Customer Contact - Characteristics
Customer Contact - Customer Contact Portal
Printing Letters
The Letter Extract Processes
BI Publisher Versus Document Composition Applications
Where Does The Address Come From?
Technical Implementation Of Online Letter Display
Reproducing The Letter Print Flat File
How To Reprint A Specific Letter
Letter Data Area Organization
Letter Extract File Structure
Extending Letter Record Types
Maintaining Declarations
Service Tasks
The Big Picture of Service Tasks
Searching and Viewing Service Tasks
Registration Points
Understanding Registration Points
Maintaining Registration Points
Consumer Contracts
Maintaining Consumer Contracts
Customer Service Requests
Understanding Customer Service Requests
About Starting, Stopping and Transferring Service Using Customer Service Requests
The Start Service Process and Request
The Stop Service Process and Request
The Transfer Service Process and Request
Additional Information About the Start, Stop, and Transfer Processes
Displaying Insights on Start and Transfer Service Processes
Maintaining Customer Service Requests
Maintaining Customer Service Request Person
Maintaining Customer Service Request Account
Maintaining Customer Service Request Premise
Maintaining Customer Service Request SA
Maintaining Customer Service Request Contract
Maintaining Customer Service Request Contract Product
Maintaining Customer Service Request Service Location
Meter Management
Background Topics
Meters versus Items versus Equipment
Meters & The V
Items & The V
Gaining Access To The V Using Meter/Item Search
Meter/Item Search - Main
Maintaining Meters
Meter - Main Information
Meter - Meter ID
Meter - Characteristics
Meter - SP Installation History
Meter - Equipment
Meter - Location History
Meter - Meter Tree
Meter – Meter Portal
Maintaining Meter Configurations
Changing A Configuration
Meter Configuration Maintenance
Meter Configuration - Main Information
Regular (Non Interval) Meter Configuration Maintenance
Interval Meter Configuration Maintenance
Meter Configuration - Meter Configuration Tree
Meter Configuration – Meter Configuration Portal
Validating Register Constants
Maintaining Items
Item - Main Information
Item - Characteristics
Item - SP Installation History
Item - Equipment
Item - Location History
Installing / Removing A Meter
SP / Meter Installation
SP Meter Installation History
Installing / Removing An Item
SP / Item Installation
SP Item Installation History
Testing A Device
The Lifecycle Of A Device Test
Device Test - Main
Device Test - Characteristics
Device Test - Components
Device Test Selection
Meter Replicator
Meter Replicator - Main Information
Meter Replicator - Meter
Meter Replicator - Meter Configuration
Item Replicator
Item Replicator - Main Information
Item Replicator - Item
Meter Reading
Background Topics
The Cyclical Meter Read Process
Managing Metered Service Routes
High / Low Checks
Meter Reads and Billing
Meter Read Maintenance
Meter Read - Main
Meter Read - Characteristics
Meter Read - Meter Read Portal
Correcting Reads Versus Entering New Reads
Meter Read Remark Exception
Setting Up Trends
Trends Are Updated Behind-The-Scenes
Maintaining Trends
No Trends At Startup
Renumber Service Route Sequences
Service Route Transfer
Service Route Transfer - Main
Service Route Transfer - Transfer To
Read History
Downloading Meter Reads
Meter Read Download Processes
MSR - Create Service Schedule Routes
MDS - Create Download Staging
MDL - Create Download Flat File
Uploading Meter Reads
Meter Read Upload Background Processes
Process X - Populate MR Upload Staging
Meter Read Upload Staging
Upload Register Read
Upload Read Remark
Upload Read Characteristics
MUP1 - Populate Meter Configuration
MUP2 - Create Meter Read
MRUP-PRG - Purge Meter Read Upload Objects
MR Upload Staging
MR Upload Staging - Main
MR Upload Staging - Remarks
MR Upload Staging - Characteristics
MR Upload Exception
TD-HILO - To Do for Meter Read High/Low Errors
Low / Very Low
High / Very High
Set Use On Bill
Multiple Register Priority
Create To Do Entry
Review High / Low
Usage Management
Usage Requests
Working with Time of Use (TOU) Maps
Service Orders
The Big Picture Of Field Orders
An Illustration Of A Field Order And Its Field Activities
An Illustration Of The Entities Involved In Field Order Dispatch
Field Activity Type Controls What Is Done In The Field
The Lifecycle Of Field Activities And Field Orders
How Are Field Activities Created?
How Are Field Orders Created And Dispatched?
How Does A Field Order Get Routed To A Field Crew?
How Does A Field Order Get Completed?
What Happens After A Field Activity Is Completed?
How To Schedule Appointments
Dispatch Field Activities Automatically
The Daily Tasks Of A Dispatcher
Dispatching Field Activities
Marking Field Orders As Being Worked
Look For Orders That Have Slipped Through The Cracks
How To Handle Unusual Situations
Tidying Up Field Orders That Were Not Worked
Hold A Field Activity
Canceling A Field Activity
Printing Field Orders
Dispatch Groups Control The Information Merged Onto Field Orders
Technical Implementation Of Online Field Order Image
Technical Implementation Of Batch Field Order Production
Reproducing The Field Order Print Flat File
How To Reprint A Specific Field Order
Who Gets A Copy Of A Field Order?
The Field Order Extract Records
Printer Keys (Record Types)
Sort Key
Field Order Information
Field Order Maintenance
Lifecycle of a Field Order
Field Order - Main Information
Field Order - Field Activities
Field Activity Maintenance
Lifecycle of a Field Activity
Field Activity - Main Information
Field Activity - Steps
Field Activity - Characteristics/Remarks
Field Activity - Field Activity Portal
Field Activity - Log
FA Log Entry Events
How To Add A Step To A Field Activity
Field Activity Remark Exception
Group Premise FAs (Field Activities)
Using Alternate Dispatch Groups To Find The Lowest Common Denominator
Field Order Search
Field Order Search Dialog
Field Order Query Page
Dispatch Field Activities
Field Activity Search Dialog
Field Activity Query Page
How Do You Link An Activity To An Existing Order?
Downloading Field Orders
The Field Order Download Processes
FDS - Create Download Staging
FODL - Create Download Flat File
Uploading Field Order Completion Information
Field Order Completion Upload Background Processes
Process X - Populate MR and FA Upload Staging
Meter Read Upload Staging Tables
Field Activity Upload Staging
Field Activity Step Upload Staging
Field Activity Characteristic Upload Staging
Field Activity Remark Upload Staging
MUP1 - Populate Meter Configuration
MUP2 - Create Meter Read
FACOMPL - Upload and Complete Field Activities
FAUP-PRG - Purge Field Activity Upload Objects
Maintaining Field Activity Upload Staging
FA Upload Staging - Main
FA Upload Staging - Steps
FA Upload Staging - Characteristics/Remarks
How To
How To Complete A Simple Field Activity That Requires A Read
Field Activity Upload Exception
Outage Calls
Outage Call Zone
Outage Information
Job History
Call History
Planned Outages
Billing
The Big Picture of Billing
An Illustration Of A Simple Bill
An Overview Of The Bill Creation Process
Bill Errors
Bill Segment Errors
Bill Completion Errors
Cancel / Rebill Incorrect Bill Segments
Credit Notes - Presenting Cancellation Details on a Separate Bill
Credit Notes Are Only Possible if the Installation Option Is Turned On
Credit / Correction Notes and Auto Pay
Adjustments On Credit Notes
Credit Note Routing Suppression
Correction Notes - Presenting Correction Details on a Separate Bill
Correction Notes Are Only Possible if the Installation Option Is Turned On
Correction Notes Versus Credit Notes
Correction Notes and Auto Pay
How The System Determines How Much Was Consumed
Meter Read Snapshot
Determine The Bill Period For Metered Service
Determine The Consumption Period For Metered Service
Determine The Service Agreement's Billable Service Points
Determine The Service Points' Meters
Determine The Meters' Start And Stop Meter Reads
Item Snapshot
Service Quantity Snapshot
Calculation / Audit Read Details
Calculation / Audit Usage Details
How To Override The Commodity Amount In A Bill Segment
How Rates Affect the Information on Bill Segments
Bill Frequency - Bill Cycle vs Bill Segment Duration
Ways To Control The Start Date Of A Bill Segment
Ways To Control The End Date Of A Bill Segment
Using The Meter Read Date Method
Using The Bill Period Schedule Method
Using The Anniversary Method
Using Billable Charges
Preventing Short Bill Segments
Prorating Charges When a Rate is Applied
Batch Billing
Window Billing And The Bill Cycle Schedule
Confirming A Batch Of Bills Before Completing Them
Canceling A Batch Of Bills After They're Complete
Reopening A Batch Of Bills After They're Complete
Fixing Errors Detected In Batch Billing
Completing Pending Bills
Billing Financial Transaction Considerations
Billing - Current Balance versus Payoff Balance
When Current Balance Equals Payoff Balance
When Current Balance Differs From Payoff Balance
Bill Segment Type Controls Which Balance(s) Are Affected
The Source Of GL Accounts On A Bill Segment's Financial Transaction
Determining the Statistical Quantity
The Source Of Bill Routing Information
Bill Messages
The Source Of Bill Messages
Substituting Field Values Into A Message
A Bill May Affect More Than Just Customer Balances
Auto Cancel / Rebill If A Service Agreement Is Stopped Retroactively
Cancel Historical, Estimated Bill Segments When A Real Read Is Found
Deposits May Be Refunded
FT Freeze Repercussions
Budget Billing
Account versus Service Agreement
How To Set Up A Customer To Participate In A Budget Plan
The Financial Impact Of Budget Plans
Budget Billing Background Processes
Budget True Up
Budget Monitor
Canceling A Budget
Net Energy Metering
What Is Net Energy Metering?
Net Energy Metering Service Agreements
Net Energy Metering True Up
The Lifecycle of a True Up Monitor
Setting Up the System for Net Energy Metering
Net Energy Metering Billing Examples
Using Billable Charges For Pass Through / Convergent Billing
Printing Bills
Bill Routings Are Created For Each Recipient Of A Bill
Bill Route Types Control The Information Merged Onto Bills
Technical Implementation Of Online Bill Display
Technical Implementation Of Printing Bills In Batch
Reproducing The Bill Print Flat File
How To Reprint A Specific Bill
Who Gets A Copy Of A Bill?
Final Bills and Bill Print
The Bill Extract Records
Printer Keys (Record Types)
Sort Key
Mailing Key
Bill Information
XML Bill Extracts
Sequential Bill Numbers
Sequential Numbers Are Only Assigned If The Installation Option Is Turned On
Pending Bills Do Not Have A Sequential Bill Number
When / How Is The Sequential Bill Number Assigned
Additional Functionality for Sequential Bill Numbering
Document Numbers
Document Numbers Are Only Assigned If the Installation Option Is Turned On
Pending Bills Do Not Have a Document Number
When/How Is the Document Number Assigned
Additional Functionality Exists When Document Numbers Are Used
Digital Signatures
Writing Off Bills
Idiosyncratic Manual Bill Cancellation
Maintaining Bills
Bill Lifecycle
Bill - Main Information
Generate
Freeze
Cancel Frozen
Freeze / Complete
Complete
Delete
Reopen
Credit Note
Correction Note
Write Off
Reverse Write Off
Cancel Bill
Bill - Bill Segments
Generate (Bill - Bill Segments)
Freeze (Bill - Bill Segments)
Delete (Bill - Bill Segments)
Cancel/Rebill/Freeze (Bill - Bill Segments)
Cancel (Bill - Bill Segments)
Credit Note (Bill - Bill Segments)
Correction Note (Bill - Bill Segments)
Bill - Bill Routings
Bill - Bill Messages
Bill - Characteristics
How To
How To Create A Bill For All Service Agreements Linked To An Account
How To Create A Bill For A Specific Service Agreement
How To Create a Bill with no Bill Segments
How To Create A One-Time Invoice
How To Correct A Bill Segment That's In Error
How To Correct A Bill That's In Error
How To Cancel A Bill Segment
How To Cancel / Rebill A Bill Segment
How To Create A Credit Note
How To Create A Correction Note
How To Create An Off Cycle Bill Generator
How To Override Service Quantities On A Specific Bill Segment
How To Override The Items Billed On A Specific Bill Segment
How To Remove Unwanted Adjustments (or Payments) From A Completed Bill
How To Add An Adjustment (or Payment) To A Completed Bill
How To Reprint A Bill (For The Original Recipients or For Someone New)
How To Add Ad Hoc Messages To A Bill
How To Remove A Completed Bill
How To Display A Bill On-line
Financial Transactions On A Bill
Maintaining Bill Segments
Bill Segment Lifecycle
Bill Segment - Main Information
Generate (Bill Segment)
Delete (Bill Segment)
Freeze (Bill Segment)
Rebill (Bill Segment)
Init Cancel (Bill Segment)
Undo (Bill Segment)
Cancel (Bill Segment)
Credit Note (Bill Segment)
Bill Segment - Read Details
Bill Segment - Item Details
Bill Segment - SQ Details
Bill Segment - Calc Lines
Bill Segment - Financial Details
Bill Segment - Bill Segment Messages
Bill Segment - Sub Bill Segments
Bill Segment - Bill Segment Portal
Bill Segment - Usage
Financial - Bill Segment Calculation Line Characteristics
Off Cycle Bill Generator
Off Cycle Bill Generator Query
Off Cycle Bill Generator Portal
Off Cycle Bill Generator Actions
Off Cycle Bill Generator Zone
Financial Transactions On Bill
Off Cycle Bill Generator Log
Multi Cancel/Rebill
Multi Cancel/Rebill - Main
Multi Cancel/Rebill - Graph
SA Billing History
Bill Exception
Bill Segment Exception
Maintaining Billable Charges
Billable Charge - Main
Billable Charge - Line Characteristics
Billable Charge - SQ Details
Billable Charge - Read Details
Uploading Billable Charges
Billable Charge Upload Background Processes
Process X - Populate BC Upload Staging
Billable Charge Upload Staging Layout
Billable Charge Line Upload Staging Layout
Billable Charge Line Characteristic Upload Staging Layout
Billable Charge Service Quantity Upload Staging Layout
Billable Charge Read Details Upload Staging Layout
BCU1 - Validate & Populate Billable Charge Upload Staging
BCU2 - Create Billable Charge
BCUP-PRG - Purge Billable Charge Upload Objects
Billable Charge Upload Staging
Billable Charge Upload - Main
Billable Charge Upload - Lines
Billable Charge Upload - SQ Details
Billable Charge Upload - Read Details
Billable Charge Upload Exception
Budget Review
Payments
The Big Picture of Payments
A Payment Event Has Payments And Tenders
Multiple Tenders Used To Pay For Multiple Accounts
An Overview Of The Payment Event Creation & Allocation Process
Distributing A Payment Event
Distributing A Payment Amongst An Account's Service Agreements
Overpayment
Canceling A Tender Versus Canceling A Payment
NSF Cancellations
Transferring A Payment
Unbalanced Payment Events
How And When Payments Appear On Bills
Tender Management and Workstation Cashiering
Managing Your Cash Drawers
Turn Ins
Balancing By Tender Type
Cash Back
Managing Payments Interfaced From External Sources
Payment Financial Transaction Considerations
Payment - Current Balance versus Payoff Balance
The Source Of GL Accounts On A Payment Financial Transaction
A Payment May Affect More Than Just Customer Balances
Open Item Accounting and Match Events
FT Freeze Repercussions
Automatic Payments
How To Set Up A Customer To Pay Automatically
What Are Automatic Payments?
How And When Are Automatic Payments Created?
Automatic Payment Dates
How To Implement Maximum Withdrawal Limits
How Are Automatic Payments Cancelled?
Match Events Are Created For Open-Item Customers When An Automatic Payment Is Created
Pay Plans and Automatic Payments
Non-Billed Budgets and Automatic Payment
Downloading Automatic Payments and Interfacing Them To The GL
ACTVTAPY - Activating Automatic Payments
APAYACH - Download Automatic Payments To The ACH (Automated Clearing House)
C1-APACH - Download Automatic Payments To The ACH (Automated Clearing House)
C1-SDDCE - SEPA Direct Debit Payment Extract
C1-TAPEX - Third Party Auto Pay Extract
BALAPY - Creating Automatic Payment Tender Controls
C1-BLAPC - Balance Autopay Control Tables
ACH Record Layouts
File Header Record
Company Batch Header Record
Entry Detail Record
Company Batch Control Record
File Control Record
SEPA Direct Debit Record Layouts
Group Header
Payment Information
Direct Debit Transaction Information
Third Party Auto Pay Record Layouts
Payment Information
Footer Information
Third Party Payment Processing
One Time Payments
Creating One Time Payments
Updating Scheduled One Time Payments
Processing Scheduled One Time Payments
Canceling One Time Payments
Account Verification
Automatic Payment Setup
Interfacing Automatic Payments To A Third Party
Highlighting Scheduled Payments
Automatic Payment Confirmations And Cancellations
C1-TAPDF - Third Party Auto Pay Confirmations
C1-TAPCN - Third Party Auto Pay Cancellations
Third Party Payment Tender Controls Processing
C1-TAPCT - Third Party Auto Pay Tender Controls
C1-TOPPP - Third Party One Time Payment Controls Pre-Processing
C1-TOPCT - Third Party One Time Payment Tender Controls
Issuing A Payment Advice Instead Of Creating An Automatic Payment
How To Set Up A Customer To Receive Payment Advices
Payment Advice Option Is For Bill-Related Automatic Payments Only
Maintaining Payment Events
Payment Lifecycles
Payment Event Lifecycle
Tender Lifecycle
Payment Lifecycle
Payment Event - Add Dialog
Payment Event - Main Information
Payment Event - Tenders
Payment Event - Characteristics
Exception
Payment Event Exception
Payment Exception
Resolving Exceptions Automatically
Payment Event Action Codes
Payment Actions
Distribute (Payments)
Redistribute (Payments)
Print
Freeze (Payments)
Payment Event Actions
Transfer
Delete A Payment Event
Tender Actions
Cancel A Tender
Payment Event Quick Add
Multiple Payment Events Dialog
Single Payment Event Dialog
Payment Quick Add
Maintaining Payments
Payment - Main
Payment - Pay Segments
Payment - Manual Distribution
Payment - Characteristics
Payment Action Codes
Distribute (A Payment)
Redistribute (A Payment)
Confirm (A Payment)
Freeze (A Payment)
Cancel (A Payment)
Transfer (A Payment)
Transfer Payment (No Distribution Details Exist)
Transfer Payment (Distribution Details Exist)
Delete (A Payment)
Payment Portal
Credit Card Payments
Non CIS Payments
Alternate Currency Payments
How To
How To Add A New Payment Event
How To Cash A Check
How To Allocate The Tender Amount To Multiple Accounts
How To Print Receipts And Endorsements
How To Cancel A Tender
How To Transfer A Payment From One Account To Another
How To Distribute A Payment To A Specific Service Agreement
How To Get An Unbalanced Tender Control In Balance (Fixing Over/Under)
How To Add A Non-CIS Payment Using A Template
How To Authorize A Credit Card Tender
How To Reverse A Credit Card Tender
How To Process An Alternate Currency Payment
Financial Transactions On A Payment
Payment History
Payment Tender History
Payment / Tender Search
Payment Exception
Maintaining Deposit Controls
The Lifecycle Of A Deposit Control
Deposit Control - Main
Deposit Control - Tender Control
Deposit Control - Tender Deposit
Deposit Control - Turn Ins
Deposit Control - Characteristics
Maintaining Tender Controls
The Lifecycle Of A Tender Control
Tender Control - Main
Tender Control - Tenders
Tender Control - Turn Ins
Tender Control - Exceptions
Tender Control - Characteristics
Interfacing Payments From External Sources
Interfacing Payments
Populating The Payment Upload Staging Records
Process X - Populate Payment Upload Staging
Process PUPL - Upload Payments
PYUP-PRG - Purge Payment Upload Objects
Maintaining Deposit Control Staging
Deposit Control Staging - Main
Deposit Control Staging - Tender Control Staging
Payment Upload Staging
Payment Upload Staging - Tender Detail
Payment Upload Staging - Payment Advice
Payment Upload Staging- Characteristics
Payment Upload Exception
Interfacing Payments Using Distribution Rules
Populating The Payment Event Upload Staging Records
Process X - Populate Payment Event Upload Staging
Data Setup Examples of Payment Distribution Details
The Lifecycle of a Payment Event Upload Staging Record
To Do Entries Instead of Exception Records
Process C1-PEPL1 - Upload Payments (Step 1)
Process C1-PEPL2 - Upload Payments (Step 2)
Process C1-PEPL3 - Upload Payments (Step 3)
Payment Event Upload Staging
Payment Event Upload Staging - Main
Adjustments
The Big Picture Of Adjustments
Adjustments - Current Balance versus Payoff Balance
When Current Balance Equals Payoff Balance
When Current Balance Differs From Payoff Balance
Adjustment Type And Balances
Canceling Adjustments
Transfer Adjustments
Calculated Adjustments
Adjustment Amount May Be Positive, Negative, Or Zero
Adjustment Type Controls Everything
Controls Which Balance(s) Are Affected
Defines The GL Account Affected By The Adjustment
Defaults The Adjustment Amount
Calculates The Adjustment Amount
Controls The Interface To A/P & 1099 Reporting
Controls Information Printed On The Bill
Controls If The Adjustment Can Be Frozen Prior To Bill Completion
Controls If The Adjustment Requires Approval
Unbilled Adjustments And Aged Debt
An Adjustment May Affect More Than Just Customer Balances
Maintaining Adjustments
The Lifecycle Of An Adjustment
Adjustment - Main Information
Adjustment - Characteristics
Adjustment - Transfer Adjustment
Adjustment - A/P Request
Adjustment - Adjustment Portal
Adjustment - Approval
Adjustment Information
Approval Request
Approval Request Log
Financial - Adjustment Calculation Line Characteristics
How and When To Use An Adjustment
How To Create A Transfer Adjustment
How To Create A Calculated Adjustment
How To Cancel An A/P Adjustment After It Has Been Selected By A/P
How To Correct Normal Service Agreement Debt
How To Apply Ad Hoc Fees To A Service Agreement
How To Apply Interest To A Deposit
How To Apply A Deposit To Outstanding Debt
How To Refund A Deposit With A Check
How To Write-Down Deposit Due
How To Refund A Credit Balance With A Check
How To Transfer A Credit Balance To A Service Agreement In Arrears
How To Change The Age Of Debt
How To Write-Down A Charitable Contribution Service Agreement Debt
How To Write-Off Debt
How To Cancel A Service Agreement's Budget
How To Adjust A Service Agreement On A Budget
How To Adjust An Installment Plan Service Agreement
How To Use An Adjustment To Change The GL Distribution
Interfacing Adjustments From External Sources
Interfacing Adjustments
Process X - Populate Adjustment Upload Records
Adjustment Staging Control
Adjustment Staging Control Characteristic
Adjustment Upload Staging
Adjustment Characteristic Upload Staging
The Lifecycle of an Adjustment Staging Control Record
The Lifecycle of an Adjustment Upload Staging Record
Process C1-ADUP1 - Preprocess Adjustment Uploads
Phase 1 - Validate Adjustment Staging Controls
Phase 2 - Populate SA ID
Process C1-ADUP2 - Upload Adjustments
Suspense Adjustments
What Are Suspense Adjustments?
How Are Suspense Adjustments Resolved?
Process C1-ADURS - Resolve Suspense Adjustments
Maintaining Adjustment Staging Control
Maintaining Adjustment Upload Staging
Credit & Collection
The Big Picture Of Credit & Collection
Automating Your C&C Activities
The Lifecycle Of A Collection Process And Its Events
What Is A Collection Process?
How Are Collection Processes Created?
How Are Collection Events Completed?
How Are Collection Processes (and their Events) Canceled?
What Happens If A Payment Is Not Received?
The Collection Process Background Processes
Account Debt Monitor
Collection Event Activator
Collection Process Monitor
The Lifecycle Of A Severance Process And Its Events
What Is A Severance Process?
How Are Severance Processes Created?
How Are Severance Events Completed?
How Are Severance Processes (and their Events) Canceled?
What Happens If The Customer Does Not Pay?
The Severance Process Background Processes
Severance Event Activator
Completing Severance Events That Are Dependent On The Completion Of A Field Activity
Set Trigger Date
The Lifecycle Of A Write-Off Process And Its Events
What Is A Write-Off Process?
How Are Write-Off Processes Created?
How Are Write-Off Events Completed?
How Are Write-Off Processes (and their Events) Canceled?
What Happens If The Debt Is Not Paid?
How Is Debt Referred To Collection Agencies
The Write-Off Process Background Processes
Write-Off Monitor
Write-Off Event Activator
Collection Process Maintenance
Collection Process - Main Information
Collection Process - SAs (Service Agreements)
Collection Process - Events
How To Perform Common Collection Process Functions
How To Create A Collection Process
How To Change Collection Events
How To Cancel A Collection Process
Severance Process Maintenance
Severance Process - Main Information
Severance Process - Severance Events
Severance Process - Field Activity/Customer Contact
How To Perform Common Severance Process Functions
How To Create A Severance Process
How To Change Severance Events
How To Cancel A Severance Process
Write-Off Process Maintenance
Write Off Process - Main Information
Write Off Process - SAs (Service Agreements)
Write Off Process - Events
How To Perform Common Write-Off Process Functions
How To Create A Write-Off Process
How To Change Write Off Events
How To Cancel A Write-Off Process
Writing Off Uncollectable Debt
Write Off - Main
How To Manually Write-Off Debt
Write Off - Write Off SAs
Collection Referral
Downloading Collection Agency Referrals
Collection Agency Referral Record
End of File Footer Record
Address Subrecord
Payment Arrangements and Pay Plans
Setting Up Payment Arrangement Requests
Starting A Payment Arrangement Request
Maintaining Payment Arrangement Requests
Payment Arrangement Request Process Flow
Viewing Payment Arrangement Request History
Setting Up Payment Arrangements
Pay Arrangement - Main
How To Set Up A Payment Arrangement
How To Add Additional Debt To A Payment Arrangement
How To Break A Payment Arrangement
How To Cancel A Payment Arrangement
Pay Arrangement - History
Setting Up Pay Plans
Pay Plan - Main
How To Set Up A Pay Plan
Reviewing Pay Plans
Financial Transactions
The Big Picture Of Financial Transactions
Bill Segment Financial Transactions
Payment Segment Financial Transactions
Adjustment Financial Transactions
Financial Transactions And Aged Debt
Current Balance versus Payoff Balance
Adjustments - Current Balance versus Payoff Balance
Billing - Current Balance versus Payoff Balance
Payment - Current Balance versus Payoff Balance
The Source Of GL Accounts On Financial Transactions
Obscure Things That Can Happen
A Stopped Service Agreement May Be Closed
A Closed Service Agreement May Be Reactivated
A Write-Off Process May Be Deactivated If The SA Is Closed
A Reactivated Service Agreement May Be Closed
A Collection Process May Be Canceled When A Credit FT Is Frozen
A Severance Process May Be Canceled When A Credit FT Is Frozen
One Or More Algorithms May Be Executed
The Big Picture of Balance Control
The Balance Control Background Processes
BCGNEW - Create A New Balance Control Group
BCASSIGN - Assign New Financial Transactions A Balance Control Group
BCGSNAP - Insert BC Members And Check Financial Integrity Of All FTs
Consider A Backup At This Point
Balance Control Information Is Available Online
The GL Interface
GLASSIGN - Assign GL Account Numbers To GL Details
GLS - Prepare FTs for Download
GLDL - Create General Ledger Download Flat File
Header Record Layout
Detail Record Layout for GLDL
Financial Transaction
Financial Transaction - Main
Financial Transaction - FT Process
Account Financial History
Account Bill / Payment History
SA Financial History
SA Non-Accrual Accounting Balance
Balance Control
Match Event
Match Event - Main
Match Event - FT Details
Match Event - Subtotals
How To Perform Common Match Event Functions
How To Find The Match Event Associated With A Financial Transaction
How To Dispute An Item
How To Match A Small Mismatch
Deposits
The Big Picture Of Deposits
Cash Deposits
Refunding Deposits
Partial Refunds
Total Amount To Bill
Current Balance versus Payoff Balance
Multiple Deposits Linked To A Single Account
Deposits and Credit & Collections
Deposit Seizures When Other SAs Are Stopped
Non-Cash Deposits
Third Party Deposits
Deposit Class Controls Everything
Controls Interest Calculation
Controls The Recommended Deposit Amount
Defines The Conditions That Cause The System To Recommend A New or Additional Deposit
Defines Automatic Refund Conditions
Controls How Deposits Are Refunded To A Customer
Deposit Background Processes
Deposit Interest
Deposit Refund
Review Deposits
Deposit Review
Statements
The Big Picture of Complex Statements
Constructing Statements
Producing Statements
Statement Cycles
Create Statements Background Process
Statement Routing
Where Are Statements Sent
On-Line Statement Production
How to Regenerate a Specific Statement
Printing Statements
Statement Route Types Control The Information Merged Onto Statements
Technical Implementation Of Online Statement Display
Technical Implementation Of Printing Statements In Batch
Reproducing The Statement Print Flat File
How To Reprint A Specific Statement
The Statement Extract Records
Printer Keys (Record Types)
Sort Key
Mailing Key
Statement Information
Statement Construct Maintenance
Lifecycle of a Statement Construct
Statement Construct - Main
Statement Construct - Details
Statement Maintenance
Lifecycle of a Statement
Statement - Main
Statement - Details
Sales & Marketing
The Big Picture of Campaigns, Packages, and Orders
An Overview of Campaigns, Packages and Orders
Supported Business Processes
Marketing to Prospects from a Marketing List
Marketing to Pre-Selected Customers
Real-Time Marketing of Additional Services to a Customer
Real-Time Marketing of Services to a Prospect
Setting up a New Customer Prior To Using Start/Stop
Examples of Campaigns and Packages
Campaigns Without Packages
Marketing Surveys
Prelude to Start/Stop
Campaigns With Simple Packages
An Easier Way To Create One Time Charges
Campaigns With Complex Packages
Packages Limited By Answers And Field Values
Packages Limited By Current State Of Service
The Big Picture Of Package Eligibility Rules
Criteria Groups versus Eligibility Criteria
Defining Logical Criteria
Examples Of Package Eligibility Rules
A Package That Is Always Eligible
A Package With A Time Span Comparison
A Package With Service Type Comparison
A Package With More Complex Operators
The Big Picture Of Campaign Eligibility Rules
Campaign Eligibility Rules Are Not Strictly Enforced
Campaign Eligibility Rules Are Defined Using Algorithms
Examples Of Campaign Eligibility Rules
A Campaign That Is Always Eligible
A Campaign That Is Never Eligible
A Campaign For Residential Customers
A Campaign For California, Residential Customers
Designing Campaigns and Packages
Determine The Place Of Start/Stop
Determine Which Types Of Service Agreements Are Created
Determine The Different Start Options That Exist For Each Type Of Service Agreement
Determine The SP Type (if any) For Each Service Agreement
Determine The Method Used To Create Each Service Agreement
Extract Algorithms From The Start Method
Determine Which Combinations Can Be Grouped Under A Package
Determine Package Eligibility Rules
Eligibility Rules For Package 1
Eligibility Rules For Package 2
Eligibility Rules For Package 3
Eligibility Rules For Package 4
Extract Algorithms From The Eligibility Rules
Extract Miscellaneous Fields From The Eligibility Rules
Determine Additional Information That Is Required If A Package Is Selected
Determine If There Are Additional Questions / Fields For Your Packages
Determine If Additional Instructions Should Be Shown
Determine If There Are Campaign-Level Fields / Questions
Determine The Properties Of Every Miscellaneous Field
Extract Characteristic From The Miscellaneous Fields
Extract Column References From The Miscellaneous Fields
Extract Algorithms From The Column References
Determine Account / Premise Dependency For Each Column Reference
Determine If Any Properties Are Overridden On Any Package
Determine The Eligibility Rules For The Campaign
Determine How The Campaign Behaves
Setup Sequence
Other Useful Information
Order versus Start/Stop
Orders Cannot Be Changed After They Are Completed
Premise and SP Characteristics May Be Populated From Postal Defaults
To Do List Processing
Hold and Cancel Reason Codes
Automatically Cancelling Old Orders
Additional Things Can Happen When An Order Is Completed
New Premises and Accounts Are Only Created if an Order is Completed
Premise Geographic Types Are Populated In An Unusual Way
Account And Premise Usage Are Controlled By The Campaign
Maintaining Orders
Lifecycle of an Order
Order User Interface Flow
Order - Main
Order - Main - Person Information
Order - Main - Service Address
Order - Main - Account Information
Order - Questions & Misc. Fields
Order - Log
Order - Package Confirmation
Order - Hold Dialog
Order - Cancel Dialog
Maintaining Campaigns
Lifecycle of a Campaign
Campaign - Main
Campaign - Questions and Misc. Fields
Campaign - Algorithms
Campaign - Package
Maintaining Packages
Lifecycle of a Package
Package - Main
Package - SAs To Create
Package - Questions & Misc Fields
Package - Eligibility
Package - Instructions
The Big Picture of Program Management
The Big Picture of Initiatives, Leads, and Representatives
The Big Picture of Initiatives
About Initiative Hierarchies
The Components of an Initiative
About Initiative Eligibility Criteria
About Related Object Criteria
Examples of Initiative Criteria
About the Lead Event Type Profile
About the Initiative Log
The Lifecycle of an Initiative
Initiative Information Can Be Overridden
The Big Picture of Leads
How Leads Are Created
The Components of a Lead
The Lifecycle of a Lead
Advanced Analysis of Leads
The Lifecycle of a Lead with Advanced Analysis
Lead Information Can Be Overridden
Leads Are Highlighted As Alerts
How and When Are Leads Activated
How are Leads Completed
How Are Leads Discarded
Sign Up Options Can Be Overridden
The Big Picture of Lead Events
How are Lead Events Created
The Components of a Lead Event
The Lifecycle of a Lead Event
The Lifecycle of a Third Party Lead Event
Lead Event Information Can Be Overridden
Third Party Lead Event Step Information Can Be Overridden
How and When Lead Events Are Activated
Activating Events Should Add a Log Entry
How Lead Events Are Cancelled
The Big Picture of Sales Representatives
The Lifecycle of a Sales Representative
Sales Representative Log
The Big Picture of Third Party Representatives
The Lifecycle of a Third Party Representative
Third Party Representative Log
Maintaining Initiatives
Initiative Portal
How To Perform Common Initiative Functions
Creating Initiatives
Maintaining an Initiative
Allowable Record Actions on an Initiative
Defining Eligibility Criteria for an Initiative
Defining Related Object Criteria for an Initiative
Viewing Initiative Hierarchy
Creating Leads from an Initiative
Bulk Creation of Leads
Uploading Leads
Managing Leads from an Initiative
Viewing Initiative Leads
Activating, Deleting, and Discarding Leads for an Initiative in Bulk
Viewing Initiative Statistics
Viewing Lead Summary by Representative
Graphs and Statistics for an Initiative
Displaying and Assigning Unassigned Leads
Maintaining Leads
My Leads
Lead Portal
How To Perform Common Lead Functions
Manually Creating a Lead
Maintaining a Lead
Adding New Lead Events to a Lead
Adding Lead Notes
Maintaining Lead Events
Maintaining Third Party Lead Events
Maintaining Sales Representatives
Sales Representatives Portal
How To Perform Common Sales Representative Functions
Creating Sales Representatives
Maintaining Sales Representatives
Displaying Leads and Lead Event Information for a Sales Representative
Displaying Leads Associated Information for a Sales Representative
Sales Representative Initiatives Leads Zone
Initiatives Lead Event Type Summary
Initiatives Lead Events Summary
Reassigning Leads for a Sales Representative
Maintaining Third Party Representatives
Third Party Representatives Portal
How To Perform Common Third Party Representative Functions
Creating Third Party Representatives
Maintaining Third Party Representatives
Displaying Leads Associated Information for a Third Party Representative
Displaying and Assigning Leads to a Third Party Representative
Rates
Calculation Rule-Based Rates
All Calculation Rule-Based Rates Share a Common Structure
Control Tables That Must Be Set Up Before Creating a Rate Schedule
Master Configuration
Defining Frequency Codes
UOM versus TOU versus SQI
Setting Up Bill Factors
An Overview of Bill Factors
The Structure of a Bill Factor
An Illustration of a Bill Factor and Its Characteristics
Deriving/Passing In Characteristic Values
Defining Bill Factors
Defining General Bill Factor Information
Setting Up Bill Factor Characteristics
Defining Bill Factor Values
Bill Factor Value - Main
Bill Factor Value - GL Distribution
Rate Schedule Execution
Understanding Calculation Groups and Rules
About Calculation Groups and Rules
About Calculation Groups
About Calculation Rules
Designing Calculation Groups and Rules
Analyzing Your Rates and Identifying Calculation Rules and Groups
Reusing Calculation Rules
Leveraging Eligibility Criteria to Dynamically Apply Calculation Rules
Case Study: Three Sample Rates
The Big Picture of Calculation Rule Eligibility Rules
A Rate Component is Eligible by Default
Defining Logical Eligibility Criteria
Examples of Calculation Rule Eligibility Rules
A Calculation Rule with a Service Quantity Comparison
A Calculation Rule with a Characteristic Lookup and Consumption Comparison
A Calculation Rule with a Discount for Being on Autopay
Working with Calculation Groups and Rules
Defining Calculation Groups
Searching and Maintaining Calculation Groups
Defining Calculation Line Category Types
Maintaining Calculation Line Category Types
Defining Calculation Rules
How to Use Description on Bill
Searching and Maintaining Calculation Rules
Defining Calculation Rule Eligibility Criteria
Creating Rate Schedules
Defining Rate Schedules
Searching and Maintaining Rate Schedules
Base Package Calculation Rule Descriptions
Common Parameters
Calculation Rule Validation
Calculation Rules
Apply To
Calculate Final Reading Values
Calculate Service Quantity
Copy Service Quantity from Master Bill Segment
Execute Calc Group
Flat Charge
Item Type
Math
Maximum Charge
Minimum Charge
Service Quantity
Simple Summary
Stepped Service Quantity
Summary
Rate Check
About Rate Check
Performing a Rate Check
Viewing the Results of a Rate Check
Effective Dates and Price Proration
Types of Proration
Consumption Period Proration
Calculation Period Proration
Bill Factor Proration
Tax Exemption Proration
Contract Value Proration
Contract Rider Proration
A Service Agreement’s Rate Changes Are Not Prorated
Proration Factors
Normal Days
Consumption Period Factor
Calculation Period Factor
BF Value Period Factor
Overriding Proration Factors
Service Quantity Proration
Measures Peak
Step Proration
Step Multipliers
Calculation Rule Value Proration
Bill Factor Value Proration
Example of Generating Prorated Bill Calculation Lines
Seasonal Proration
Price Changes and Interval Quantities
Setting Up Estimated Consumption for Items
Setting Up Degree Days (and Average Temperatures)
Component-Based Rates
All Component-Based Rates Share a Common Structure
How to Create a New Component-Based Rate
Control Tables That Must Be Set Up Before Creating a Component-Based Rate Schedule
Defining Measured Quantity Manipulation Rules
When and How to Manipulate Measured Consumption
Setting Up Register Rules
Base Package Register Rules
How To Setup A Register Rule To Adjust A Cubic Foot Of Gas Based On Pressure
How to Set Up a Register Rule to Convert Cubic Feet to Therms
How to Set Up a Register Rule to Price Interval Consumption Using Interval Prices
Setting Up Service Quantity (SQ) Rules
Base Package SQ Rules
How to Set Up an SQ Rule to Add Together Two Service Quantities
Defining Service Quantity Identifiers (SQI)
Setting Up a Component-Based Rate Schedule
Rate Schedule - Main
Rate Schedule - SQ Rules
Rate Schedule - Register Rules
Rate Schedule - Bill Messages
Rate Schedule - Meter Configuration Type
Rate Schedule - Sub Rates
Rate Schedule Merge for Component-Based Rates
Removing a Row
Adding a New Row
Removing an Uncommitted Row
Moving Rows Up and Down
Setting Up Bill Factors for Interval and TOU Values
Bill Factor Interval Values
Interval Values Can Be Used For More Than Just Interval Prices
Interval Data is Stored in Data Sets
Bill Factor TOU Values
TOU Values Can Be Used For More Than Just Prices
TOU Values May Differ By Customer
Defining Interval Values
Bill Factor Interval Values Query
Upload Interval Values
Process X - Populate Interval Data
Interval Value Set
Interval Value
Interval Value Set Key
Defining Bill Factor TOU Values
Defining Rate Versions
Lifecycle of a Rate Version
Rate Version - Main
Rate Version - Bill Print Info
Designing Rate Components
Rate Component Design Methodology
Rate Component Rounding
Rounding Precision Is Defined on a Rate Component
Rounding Method Is Defined on a Rate Component
Rounding and FCPO Rate Components
Interim Rounding For Apply To Rate Components
Rounding At the End
The Big Picture of Rate Component Eligibility Rules
A Rate Component Is Eligible By Default
Criteria Groups versus Eligibility Criteria
Defining Logical Criteria
Examples of Rate Component Eligibility Rules
A Rate Component with a Service Quantity Comparison
A Rate Component with a Time Span Comparison
A Rate Component with Service Type Comparison
Defining Rate Components
Rate Component - Main Information
How To
How To Set Up Flat Charge Rate Components
How To Set Up Service Quantity Rate Components
How To Set Up Item Type Rate Components
How To Set Up Apply To Rate Components
How To Set Up Maximum Charge Rate Components
How To Set Up Minimum Charge Rate Components
How To Set Up Exact Charge Rate Components
How To Set Up Summary Rate Components
How To Set Up Interval Pricing Rate Components
How To Set Up TOU Pricing Rate Components
How To Set Up Calculation Algorithm Rate Components
Rate Component - Cross Reference
Rate Component - GL Distribution
Rate Component - Characteristics
Rate Component - Eligibility
Rate Version Merge for Component-Based Rates
Resequencing Rate Components
Removing a Row From a Grid
Adding a New Row to a Rate
Removing an Uncommitted Row from a Rate
Moving Positional Rows Up and Down
Rate Component Cross Reference Information
Rate Check for Component-Based Rates
Rate Check - Main
Rate Check Results - Calc Lines
Rate Check Results - SQ Details
Rate Check Results - Register Read
Rate Check Results - Characteristics
Use Sub Rate Schedules to Encapsulate Common Rate Components
Sub Rate Schedules and Primary Rate Schedules Have Similar Features
Primary Rates May Reference Many Sub Rates
How to Set Up a Sub Rate Schedule
Component-Based Rate Examples
A Simple Electric Rate
Adding Measured Quantities Together
CCF To Therm Conversion
How To Adjust Measured Consumption By A Minimum Contract Quantity
Elevation Charges
Elevation Charges - Characteristics
Elevation Charges - Bill Factors
Elevation Charges - Rate Schedule and Rate Components
Gas Pressure Factor Adjustments
Pressure Factor - Characteristics
Pressure Factor - Bill Factors
Pressure Factor - Register Rule
Pressure Factor - Rate Schedule
Pricing Interval Consumption Using Interval Prices
Real Time Pricing - Bill Factors
Real Time Pricing - Service Quantity Identifier
Real Time Pricing - Register Rule
Interval Billing - Rate Schedule
Pricing Non Interval Consumption Using Weighted Average Prices
Weighted Average Pricing - Bill Factors
Weighted Average Pricing - RC Algorithm
Weighted Average Pricing - Rate Component
Employee Discounts
Employee Discounts - Characteristics
Employee Discounts - Bill Factors
Employee Discounts - Rate Schedule and Rate Components
Employee Discounts - Start Option
Employee Discounts - Service Agreements
Customer Specific Prices
Customer Specific Prices - Bill Factors
Customer Specific Prices - Rate Schedule and Rate Components
Customer Specific Prices - Start Option
Customer Specific Prices - Service Agreements
Hours-Based Electric Rate
Hours-Based - For Calculation Purposes Only Rate Component
Hours-Based - Dynamic Stepped SQ Rate Components
Hours-Based - Descriptions On Bill
Step Boundaries Based On The Number Of Days Of Usage And The Region In Which The Customer Resides
Dynamic Steps - SQ Rule On The Rate Schedule
Dynamic Steps - For Calculation Purposes Only Rate Component
Dynamic Steps - Bill Factors
Dynamic Steps - Dynamic Stepped SQ Rate Components
Dynamic Steps - Description On Bill
Calculated Minimum Charges
Calculated Minimums - SQ Rule On The Rate Schedule
Calculated Minimums - For Calculation Purposes Only Rate Component
Calculated Minimums - Description On Bill
Stepped Taxes
How To Add A New Service Quantity Rule Algorithm
How to Add a New Register Rule Algorithm
United Kingdom VAT and CCL
UK VAT Overview
UK CCL Overview
UK VAT and CCL Bill Examples
Example 1 - Normal Account
Example 2 - Account with Consumption Under the De Minimis Limit
Example 3 - Account with VAT Declaration
Example 4 - Account with VAT Declaration and CCL Declaration
Billing and UK VAT
Application of De Minimis
Calculation of VAT
Calculation of CCL
Excess Credits and UK VAT
Excess Credit GL Accounting Example
Setting Up The System For UK VAT and CCL
Bill Segment Freeze Installation Option
Customer Class
Service Agreements
Bill Factors for UK VAT and CCL
Characteristic Type for De Minimis Amounts
Distribution Code
UOM / TOU / SQI
Service Quantities
Algorithms for UK VAT and CCL
Calculation Rules to Charge VAT and CCL
Rate Components to Charge VAT and CCL
Quotes
The Big Picture Of Quotations
Basic Quotation Concepts
A Quote Shows How Bill Segments Might Look
Proposal Service Agreements Must Exist
Proposal SAs Contain Pricing Terms
Legal Terms and Conditions May Be Specified On Both Proposal And Real SAs
Proposal SAs Contain Billing Scenarios And Template Consumption
Proposal SAs Differ From Real SAs
Proposal SA State Transition
Orders Are Used To Create Proposal SAs
Proposal SAs May Be Grouped Under An Umbrella Agreement
Proposal SAs And Interval Consumption
Creating Quotes And Quote Details
Completing A Quote Creates Quote Routings (And More)
Accepting / Declining Quote Details
Tinkering With Proposal SAs After Quote Generation
Closing Quotes
Alerts
Trees
Printing Quotes
Quote Routings Are Created For Each Recipient Of A Quote
Quote Route Types Control The Information Merged Onto Quotes
Technical Implementation Of Online Quote Display
Technical Implementation Of Printing Quotes In Batch
Reproducing The Quote Print Flat File
How To Reprint A Quote (For The Original Recipients or For Someone New)
The Quote Extract Records
Printer Key (Record Types)
Sort Key
Mailing Key
Quote Information
Maintaining Quotes
The Lifecycle Of A Quote And Quote Detail
Quote Lifecycle
Quote Detail Lifecycle
Quote - Main
Action Buttons On Quote Main
Quote Actions
Quote Detail Actions
Proposal SA Actions
Quote - Quote Details
Quote - Quote Routings
Service Credits
The Big Picture Of Service Credit Membership
Who are the Members?
Joint Membership
Changing the Membership Accounts
Membership Application
Creation of a Membership
Membership Fees
Stopping a Membership vs. Inactivating a Membership
The Big Picture of SC Events
Event Amounts May Contribute to a Balance
Events May Indicate a Fiscal Year
Events May Indicate a Subcategory
An Event May Cause Other Actions to Occur
Financial Transactions for an Event
How Events Are Created
Events Created by an Algorithm
Events Created as a Result of a Background Process
Creating Pending Events
Events May Be Transferred
CPCRALOC - Allocating Capital Credits
CPCRRETR - Capital Credit Retirement
Maintaining Service Credit Memberships and Their Events
Service Credit Membership
Lifecycle of a Membership
Service Credit Membership - Main
Service Credit Membership - Account
Service Credit Membership - Characteristics
Service Credit Membership - Membership Tree
Maintaining Service Credit Events
Lifecycle of a Service Credit Event
Service Credit Event - Main
Appointments
The Big Picture of Appointments
An Appointment Is Made With A Dispatch Group
A Dispatch Group Has Appointment Periods
An Appointment Is Notional
Navigating To The Make / Break Appointment Page
Appointments Are Not Applicable To All Field Activities
Determining Available Appointments
Limiting The Number Of Appointments In An Appointment Period
Canceling An Appointment
Compensating A Customer For A Missed Appointment
Enabling Appointments
Plug In The Appropriate Algorithms On Each Dispatch Group
Set Up Appointment Periods
Appointment Maintenance
Appointments And External System Integration
Appointment Period Maintenance
How To
How To Copy Appointment Periods
How To Update Maximum Number Of Appointments
How To Delete Appointment Periods
How To Overwrite Appointment Periods
Loans
The Big Picture Of Loans
Loans Are Service Agreements
Loan Interest Charges
Loan Amortization Schedules
Negative Amortization
Loan Overpayments
The Lifecycle Of A Loan
Finalizing And Closing A Loan
Navigating To The Loan Maintenance Page
Loan Maintenance
How To
How To Start A Loan Service Agreement
How To Modify The Terms Of A Loan
How To Adjust Loans
How To Stop A Loan Service Agreement
Non-Billed Budgets
The Big Picture Of Non-Billed Budgets
Non-Billed Budget Service Agreements
Which SAs Are Covered By A Non-Billed Budget?
Non-Billed Budgets Versus Other Plans For Payment
There Are Two Types Of Non-Billed Budgets
Navigating To The Non-Billed Budget Maintenance Page
Recommending Scheduled Payments
Maintaining Non-Billed Budgets
Non-Billed Budget - Main
Non-Billed Budget - History
How To
How To Start A Non-Billed Budget Service Agreement
How To Cancel / Stop Non-Billed Budget SAs
How To Renew Non-Billed Budgets
How To Set Up Automatic Payment For A Non-Billed Budget
Asset Inventory
The Big Picture Of Asset Inventory
The Big Picture Of Stock Locations
Stock Location History Is Created Behind The Scenes
A User May Manually Change An Asset's Stock Location
Viewing What Is At A Stock Location
Viewing Where An Asset Is / Was
How To Handle A Shipment Of New Assets
How To Transfer Assets To Another Location
Setting Up Asset Inventory Options
Setting Up Postal Defaults
Turn On Stock Location Tracking On Your Meter Types / Item Types
Maintaining Stock Locations
Stock Location - Main
Stock Location - Characteristics
Maintaining Stock Location Inventory
Stock Location Inventory - Main
Stock Location Inventory - Item Inventory
Stock Location Inventory - Meter Inventory
Case Management
Background Topics
Case Type
Creating Cases
Log Information
Alerts
To Do's and Cases
Reports
Maintaining Cases
Case - Main
Case - Log
Premise Management
Overview
Define Premise Hierarchy
Manage Premises for a Landlord
Manage Groups of Premises
Premise Management Page
Start Service
Stop Service
Assign Parent Premise
Remove Parent Premise
Assign Landlord
Remove Landlord
Umbrella Agreement Management
Overview Of Umbrella Agreement & Terms Of Service
TOS Covered Entities
Rate Terms Overridden By Terms Of Service
Rate Schedule Override by TOS
Override Of Other Rate Terms By TOS
Umbrella Agreement Renewal
Umbrella Agreement Renewal Background Process
Umbrella Agreements & Proposals
Additional Umbrella Agreement Topics
Umbrella Agreement Alerts
Orders And Umbrella Agreements
Umbrella Agreement Reports
Umbrella Agreement Maintenance
Lifecycle Of An Umbrella Agreement
Umbrella Agreement - Main
Umbrella Agreement - Contacts
Umbrella Agreement - Characteristics
Terms Of Service Maintenance
Lifecycle Of Terms Of Service
Terms Of Service - Main
Terms Of Service - SAs
Job Streams
Job Stream Summary
Job Stream Details
Workflow and Notifications
The Lifecycle Of A Workflow Process And Its Events
What Is A Workflow Process?
A Workflow Process Contains Relevant Data
How Are Workflow Processes Created?
How Are Workflow Events Completed?
How Are Workflow Processes (and their Events) Canceled?
Workflow Process Maintenance
Workflow Process - Main
Workflow Process - Char/Context
Workflow Process - Events
Workflow Process - Event Char/Context
Workflow Event Exception
Uploading Notifications
Notification Upload Background Process
Process X - Populate Notification Upload Staging
Notification Upload Staging
Notification Upload Staging Context
Notification Upload Staging Characteristics
Notification Upload Staging Extension - Base Sample
Process WFPRINIT - Initiate Workflow Processes To Execute Notification Upload Staging Records
Validation of Data Related to the Notification Upload Staging Records
Notification Upload Staging Maintenance
Notification Upload Staging - Main
Notification Upload Staging - Characteristics/Context
Notification Upload Staging - Sample Upload Extension Record
Notification Upload Exception
Downloading Notifications
Notification Download Background Processes
Process NDSXTR - Interface Notification Download Records (out of the system)
Notification and XAI
NDS Contains Interesting Data
Notification Download Staging
Notification Download Staging - Main
Notification Download Staging - Characteristics/Context
Notification Download Staging - XAI Download Staging
Notification Download Exception
Overdue Financial Obligations
Overdue Processing Background Information
Overdue Process Maintenance
Overdue Process - Main
Overdue Process - Events
Overdue Process - Log
How To Perform Common Overdue Process Functions
How To Create An Overdue Process
How To Change Overdue Events
How To Cancel An Overdue Process
Cut Process Maintenance
Cut Process - Main
Cut Process - Events
How To Perform Common Cut Process Functions
How To Create A Cut Process
How To Change Cut Events
How To Cancel A Cut Process
Payment Arrangement for Bills
How To Set Up A Payment Arrangement
How To Add Additional Debt To A Payment Arrangement
How To Break A Payment Arrangement
How To Cancel A Payment Arrangement
Dashboards
About Dashboards
Using the Customer Operational Dashboard
Rebate Claims
Rebate Claim Query Portal
Rebate Claim Portal
Rebate Claim Zone
Rebate Claim Status
Rebate Claim Actions
Editing Rebate Claims
Verifying Rebate Claims
Approving Rebate Claims
Rejecting Rebate Claims
Noting Issues Related to a Rebate Claim
Canceling Rebate Claims
Adding Rebate Claims
Rebate Claim Line Zone
Adding Rebate Claim Lines
Deleting Rebate Claim Lines
Editing Rebate Claim Lines
Verifying Rebate Claim Lines
Rebate Claim Log Zone
Adding Rebate Claim Log Entries
Interval Billing
Interval Pricing Background Topics
Billable Interval Quantities for a Service Agreement
Interval Quantities are Stored in Data Sets
Fixing Errors with Complete Data Sets
Algorithms Find the Most Up To Date Data
Time Issues
Start and End Times for Billing
Billing Time Examples
First and Last Bill Segment Considerations
Defaulting Service Agreement Time Options
Changing Service Agreement Time Options
Time Zone and Time Changes
Data is Stored in the Base Time Zone
Seasonal Time Shifts
Interval Data Serves a Role for a Service Agreement
Common Profiles vs. SA Owned Profiles
Flexibility of SA / Profile Link
The Link between Profile and SA is Effective Dated
Creation of Profile Data through Data Derivation
The Big Picture of Data Derivation
Determining What Interval Data To Derive
Preventing Gaps in Data
Using The Latest Updates to Source Data
Force Derivation of Interval Data
Process IB-SPDB - SA Interval Profile Data Creation
Validation of Profile Data
Process IPDSDVB - Interval Profile Data Validation
Auditing Your Interval Pricing Bill Lines
The Big Picture of Raw Data Collection and Aggregation
Interval Channels and Index Channels
Installation of Interval and Index Channels
Validation of Register Data
Process IREGDVB - Interval Register Data Validation
Processing Raw Data
Time of Use Mapping Background Topics
Time Period Definitions are Stored in Data Sets
Sharing Classic TOU Map Data
Classic TOU Map Common To All SAs on the Rate
Classic TOU Map Common To a Subset of Service Agreements
Classic TOU Map Owned by a Service Agreement
Classic TOU Maps Linked to a Service Agreement
Classic TOU Maps Serve a Role for a Service Agreement
The Link between Classic TOU Map and SA is Effective Dated
Customer Specific TOU Values
Generating Data for a Classic TOU Map
Automatic Creation of Classic TOU Map Data
Determining What TOU Data To Derive
Force Derivation for Classic TOU Map Data
Process IB-STDB - SA TOU Data Creation
Auditing Your TOU Pricing Bill Lines
Contract Option Background Topics
Overview
A Contract Option Has Events
Options and Events May Have Characteristics
SA May Override a Shared Event
Validation of Events
Maintaining Interval Data
Account Interval Info Maintenance
Interval Profile Maintenance
Interval Profile - Main
Interval Profile - Related SAs
Maintaining Interval Profile Data
Life Cycle of Interval Profile Data Sets
Interval Data Maintenance
Interval Data Query
Upload Interval Data
Process X - Populate Interval Data
Interval Data Set
Interval Data
Interval Data Set Key
Process IPDSIDB - Determine Profile For Profile Datasets
Interval Data Exception
How To Correct a Data Set in Error
Maintaining Interval Register Data
Life Cycle of Interval Register Data Sets
Interval Register Data Maintenance
Interval Register Data Query
Upload Interval Register Data
Process X - Populate Interval Register Data
Register Data Set
Register Data
Register Data Set Key
Process IREGIDB - Determine Register For Register Datasets
Interval Register Data Exception
How To Correct a Register Data Set in Error
Classic TOU Map Maintenance
Classic TOU Map - Main
Classic TOU Map - Generate
Classic TOU Map - Related SAs
Maintaining Classic TOU Map Data
Life Cycle of TOU Data Sets
TOU Data Maintenance
TOU Data Query
Upload Classic TOU Map Data
Process X - Populate Classic TOU Map Data
TOU Data Set
TOU Data
TOU Data Set Key
TOU Data Exception
How To Correct a TOU Data Set in Error
Contract Option Maintenance
Contract Option - Main
Contract Option - Related SAs
Maintaining Contract Option Events
Life Cycle of Contract Option Events
Contract Option Event Maintenance
Contract Option Event Exception
How To Correct a Contract Option Event in Error
Interval Billing Calculation Details
Interval Pricing Details - Main
Interval Pricing Details - Details
Interval Pricing Details - SA Information
TOU Pricing Calc Details - Main
TOU Pricing Calc Details - Details
TOU Pricing Calc Details - SA Information
Interval Billing Examples
How to Link Common Profiles to a Service Agreement
How to Link SA Owned Profiles to a Service Agreement
For The SA That Is The Owner
For The SA That Is Not The Owner
Hedge Cover
Hedge Cover - Bill Factors
Hedge Cover - Profile Relationship Types
Hedge Cover - Profile Types
Hedge Cover - Rate Schedule and Rate Components
Hedge Cover - Common Profile
Hedge Cover - SA Type
Hedge Cover - Start Option
Hedge Cover - Service Agreements
Hedge Cover - Typical Business Flow
Tunnel Option
Tunnel Option - Bill Factors
Tunnel Option - Profile Relationship Types
Tunnel Option - Profile Types
Tunnel Option - Data Derivation Algorithm
Tunnel Option - Rate Schedule and Rate Components
Tunnel Option - Common Profile
Tunnel Option - SA Type
Tunnel Option - Start Option
Tunnel Option - Service Agreements
Tunnel Option - Typical Business Flow
Override Maps
Override Maps - TOU Codes and TOU Group
Override Maps - Rates and Bill Factors
Override Maps - Profile Relationship Type and Profile Type
Override Maps - Contract Option Types and Contract Option Event Types
Override Maps - Map Relationship Type and Map Type
Override Maps - Classic TOU Map Templates
Override Maps - SA Characteristic
Override Maps - TOU Data Creation Algorithm
Override Maps - SA Type
Override Maps - Start Option
Override Maps - Service Agreements
Override Maps - Classic TOU Map Data
Override Maps - Typical Business Flow
To Do Processing
Understanding To Do Processing
To Do Role
To Do Priority
Work Distribution
A User's Current To Do
To Do Characteristics
Related To Do Entries
Complete A To Do
Log Entry Events
Managing To Do Entries
To Do Management
To Do Supervisor Functions
Supervisor To Do Summary
Supervisor User Summary
Supervisor To Do Assignment
To Do List Functions
To Do Summary
To Do List
To Do Entry
Adding a Manual To Do Entry
To Do Search
To Do Dashboard
Reports
On-line Report Submission
Report Submission - Main
Viewing Historic Reports
Report History - Main
Administrative User Guides
Framework Administrative User Guide
General Options
Defining Installation Options
Installation Options - Main
Installation Options - Messages
Installation Options - Algorithms
Installation Options - Accessible Modules
Installation Options - Installed Products
Support For Different Languages
User Language
Customer Language
Defining Languages
Defining Countries
Country - Main
Country - States
Defining Currency Codes
Defining Time Zones
Designing Time Zones
Setting Up Time Zones
Setting Up Seasonal Time Shift
Defining Geographic Types
Defining Work Calendar
Defining Display Profiles
Additional Hijri Date Configuration
Defining Phone Types
Defining Feature Configurations
Feature Configuration - Main
Feature Configuration - Messages
Defining Master Configurations
Security & User Options
The Big Picture of Application Security
Application Security
Action Level Security
Field Level Security
Encryption and Masking
System Encryption
User Interface Masking
Application Encryption
The Base Package Controls One User, One User Group, And Many Application Services
Importing Security Configuration from an External Source
The Big Picture of Row Security
Defining Application Services
Defining Security Types
Security Type - Main
Defining User Groups
User Group - Main
User Group - Application Services
User Group - Users
User Group Services Management
Defining Access Groups
Defining Data Access Roles
Data Access Role - Main
Data Access Role - Access Group
Defining Users
Data Privacy
The Approach to Implementing Object Erasure
Configuring a Maintenance Object for Erasure
Manage Erasure Schedule Algorithm
Monitoring the Schedule and Performing Erasure
Erasing User Information By Obfuscation
Viewing an Object’s Erasure Status
Viewing Erasure Configuration
Archiving the Object Erasure Schedule
Cryptography Keys
Understanding Key Rings
Signature Keys
Defining Key Rings
User Interface Tools
Understanding Portals and Zones
Setting Up Portals and Zones
Defining Zone Types
Defining Zones
Overriding Parameter Values
Overriding Zone Parameters
Zone Parameter Details
Zone Visibility Service Script
SQL Statement
Column Parameters
Zone Action
User Filters
Hidden Filters
Multi-Select Action
Data Explorer Graph Configuration
Pagination Configuration
Use Data Explorer for Derived Data
Configuring Timeline Zones
Defining Context-Sensitive Zones
Defining Portals
Defining Menu Options
Menu - Main
Menu - Menu Items
Defining Navigation Keys
Navigation Key Types
Navigation Key vs. Navigation Option
The Flexibility of Navigation Keys
Linking to External Locations
Overriding Navigation Keys
Maintaining Navigation Keys
Defining Navigation Options
Navigation Option - Main
Navigation Option - Tree
Understanding System Messages
Defining System Messages
Defining Message Categories
Defining Messages
Understanding Unified Search
Trees
Defining Trees
Contextual Insights
Insight Types
Defining Insight Types
Insight Groups
Defining Insight Groups
Color Configuration
Defining Colors
Color Options
Defining Display Icons
Custom Look and Feel Options
User Interface
UI Map Help
Database Options
Understanding The Data Model
Fields
Tables
Maintenance Objects
Defining Valid Values
Characteristic Types
Foreign Key References
Defining Tables
Defining Fields
Defining Maintenance Objects
Maintenance Object - Main
Maintenance Object - Options
Maintenance Object - Algorithms
Maintenance Object - Maintenance Object Tree
Defining Lookups
Lookup - Main
Defining Extendable Lookups
Extendable Lookup Advanced Topics
Defining Characteristic Types
Defining Foreign Key References
Audit Trails
Captured Information
How Auditing Works
The Audit Trail File
How To Enable Auditing
Turn On Auditing For a Table
Specify The Fields and Actions To Be Audited
Audit Queries
Audit Query by User
Audit Query by Table / Field / Key
Bundling
About Bundling
Sequencing of Objects in a Bundle
Recursive Key References
Owner Flags on Bundled Entities
Configuring Maintenance Objects for Bundling
Working with Bundles
Creating Export Bundles
Creating and Applying Import Bundles
Editing Export Bundles
Editing Import Bundles
Revision Control
About Revision Control
Turning On Revision Control
Configuring Maintenance Objects for Revision Control
Working with the Revision Control Zones
Checking Out an Object
Checking In an Object
Reverting Changes
Forcing a Check In or Restore
Deleting an Object
Restoring an Object
Working with the Revision Control Portal
Revision Control Search
Information Lifecycle Management
The Approach to Implementing Information Lifecycle Management
Batch Processes
Eligibility Algorithm
Enabling ILM for Supported Maintenance Objects
Ongoing ILM Tasks
Archived Foreign Keys
Configuration Tools
Business Objects
The Big Picture of Business Objects
What Is A Business Object?
A Business Object Has a Schema
A Business Object May Define Business Rules
A Business Object Defines its User Interface
Invoking A Business Object
Determine the Identifying BO
Base Business Objects
Business Object Inheritance
Each Business Object Can Have A Different Lifecycle
Valid States versus State Transition Rules
One Initial State and Multiple Final States
State-Specific Business Rules
Logic To Take Place When Entering A State
Logic To Take Place When Exiting A State
Monitor Rules
Inheriting Lifecycle
Auto-Transition
Keeping An Entity In Its Last Successful State
Monitoring Batch Processes
Transitory States
State Transitions Are Audited
Required Elements Before Entering A State
Capturing a Reason for Entering a State
Opening UI Maps Before Entering A State
BO Algorithm Execution Summary
Granting Access To Business Objects
Defining Business Objects
Business Object - Main
Business Object - Schema
Business Object - Algorithms
Business Object - Lifecycle
Business Object - Summary
Advanced BO Tips and Techniques
Creating a Physical Business Object
Managing To Do Entries
Submitting a Batch Job
Defining Status Reasons
Data Areas
Defining Data Areas
Data Area - Main
Data Area - Schema
Business Services
Service Program
Defining Business Services
Business Service - Main
Business Service - Schema
Useful Services and Business Services
User Interface (UI) Maps
Defining UI Maps
UI Map - Main
UI Map - Schema
UI Map Attributes and Functions
UI Map Standards
Ensuring Unique Element IDs for UI Maps
Process Flows
Understanding Process Flows
Designing Process Flows
Defining Process Flow Types
Action Method
Defining Action Methods
Algorithms
The Big Picture Of Algorithms
How To Add A New Algorithm
Minimizing The Impact Of Future Upgrades
Defining Algorithm Types
Defining Algorithms
Advanced Algorithm Tips
Script Options
The Big Picture Of Scripts
Scripts Are Business Process-Oriented
A Script Is Composed Of Steps
A Script May Declare Data Areas
Securing Script Execution
The Big Picture Of BPA Scripts
How To Invoke Scripts
Developing and Debugging Your BPA Scripts
Launching A Script From A Menu
Launching A Script When Starting The System
Executing A Script When A To Do Entry Is Selected
The Big Picture Of Script Eligibility Rules
Script Eligibility Rules Are Not Strictly Enforced
You Can Mark A Script As Always Eligible
You Can Mark A Script As Never Eligible
Criteria Groups versus Eligibility Criteria
Defining Logical Criteria
Examples Of Script Eligibility Rules
A Script With A Time Span Comparison
A Script With Service Type Comparison
The Big Picture Of Server-Based Scripts
Additional Coding Options For Server Scripts
Using Groovy Within Scripts
Plug-In Scripts
A Plug-In Script's API
Setting Up Plug-In Scripts
Service Scripts
A Service Script's API
Invoking Service Scripts
Groovy Library Scripts
A Groovy Library Script's API
Invoking Groovy Library Methods
Debugging Server-Based Scripts
Maintaining Scripts
Script - Main
Script - Step
How To Set Up Each Step Type
Conditional Branch Steps
Display Text Steps
Edit Data Steps
Go To Steps
Height Steps
Input Data Steps
Invoke Business Object Steps
Invoke Business Service Steps
Invoke Function Steps
Invoke Map Steps
Invoke Service Script Steps
Groovy Imports Steps
Groovy Library Interface Steps
Groovy Member Steps
Label Steps
Mathematical Operation Steps
Move Data Steps
Navigate To A Page Steps
Perform Script Steps
Press A Button Steps
Prompt User Steps
Set Focus To A Field Steps
Terminate Steps
Transfer Control Steps
Additional Topics
How To Find The Name Of User Interface Fields
How To Find The Name Of Page Data Model Fields
How To Find The Name Of A Button
How To Substitute Variables In Text
How To Use HTML Tags And Spans In Text Strings and Prompts
How To Use Constants In Scripts
How To Use Global Variables
How To Name Temporary Storage Fields
How To Work With Dates
Move Data
Mathematical Operation
Input Data
How To Use To Do Fields
How To Reference Fields In Data Areas
Script Engine Version 2 and Above Notes
Script - Data Area
Script - Schema
Script - Eligibility
Merging Scripts
Script Merge
Maintaining Functions
Function - Main
Function - Send Fields
Function - Receive Fields
Maintaining Managed Content
Defining Entity Tags
Advanced Schema Topics
Schema Nodes and Attributes
UI Hint Syntax
Schema Designer
Schema Viewer
Business Event Log
Miscellaneous Topics
Module Configuration
Menu Item Suppression
Menu Suppression
Turn Off A Function Module
Global Context Overview
System Data Naming Convention
Base Product System Data
Implementation System Data
Accessibility Considerations
Referencing URIs
Validation Against an Allowlist
URI Substitution
External File Storage
Caching Overview
Expression Parser
Debug Mode
Prepare Issue Details
System Override Date
Additional Search Options
To Do Lists
The Big Picture of To Do Lists
To Do Entries Reference A To Do Type
To Do Entries Reference A Role
The Lifecycle Of A To Do Entry
How Are To Do Entries Created?
Suppress the Creation of the To Do Entry
To Do Entries Created By Background Processes
Dedicated To Do Background Processes
To Dos Created for Object-Specific Error Conditions
To Dos Created by Background Processes for Specific Conditions
To Do Entries Created By Algorithms
To Do Entries Created Manually
Refining a To Do Entry's Details at Creation Time
The Priority Of A To Do Entry
Working On A To Do Entry
Monitoring A To Do Entry
To Do Entries Have Logs
Implementing Additional To Do Entry Business Rules
To Do Entries May Be Routed Out Of The System
To Do Information May Be Formatted By An Algorithm
Periodically Purging To Do Entries
Setting Up To Do Options
Installation Options
Messages
Feature Configuration
Defining To Do Roles
To Do Role - Main
To Do Role - To Do Types
Defining To Do Types
To Do Type - Main
To Do Type - Roles
To Do Type - Sort Keys
To Do Type - Drill Keys
To Do Type - Message Overrides
To Do Type - To Do Characteristics
To Do Type - Algorithms
Implementing The To Do Entries
Background Processes
Understanding Background Processes
Background Processing Overview
Parallel Background Processes
Optimal Thread Count
Parameters Supplied To Background Processes
Indicating a File Path or File Name
Manifest File
Sharing Customer Exported Data
Processing Errors
Error Post-Processing Logic
Post-Processing Logic
Timed Batch Processes
Monitor Background Processes
Plug-in Driven Background Processes
Processing System Records
Extract Record Processing
Uploading Records
How to Re-extract Information
How to Submit Batch Jobs
How to Track Batch Jobs
How to Restart Failed Jobs and Processes
Assessing Level of Service
Defining Batch Controls
Batch Control - Algorithms
Defining File Integration Types
On-Line Batch Submission
Batch Submission Creates a Batch Run
Jobs Submitted in the Background
Email Notification
Running Multi-Threaded Processes
Batch Jobs May End in Error
Submitting Jobs in the Future
Lifecycle of a Batch Job Submission
Granting Access To Batch Submission
Batch Job Submission - Main
Tracking Batch Processes
Batch Run Tree
Batch Run Tree - Main
Batch Run Tree - Run Control
Batch Day Tracking
Batch Day Dashboard
Batch Run Threads
The Big Picture of Requests
Request Type Defines Parameters
Previewing and Submitting a Request
To Do Summary Email
Defining a New Request
Setting Up Request Types
Maintaining Requests
Attachments
Attachment Overview
Configuring Your System for Attachments
Maintaining Attachments
Adding Attachments
Application Viewer
Application Viewer Toolbar
Data Dictionary Button
Physical and Logical Buttons
Collapse Button
Attributes and Schema Button
Maintenance Object Button
Algorithm Button
Batch Control Button
To Do Type Button
Description and Code Buttons
Service XML Button
Select Service Button
Java Docs Button
Groovy Java Docs Button
Classic Button
Preferences Button
Help Button
About Button
Slider Icon
Data Dictionary
Using the Data Dictionary List Panel
Primary And Foreign Keys
Field Descriptions Shown
Using the Data Dictionary Detail Panel
Related Tables View
Table Detail View
Column Detail View
Lookup Values
Maintenance Object Viewer
Using the Maintenance Object List Panel
Using the Maintenance Object Detail Panel
Algorithm Viewer
Using the Algorithm Viewer List Panel
Using the Algorithm Plug-In Spot Detail Panel
Using the Algorithm Type Detail Panel
Using the Algorithm Detail Panel
Batch Control Viewer
Using the Batch Control Viewer List Panel
Using the Batch Control Detail Panel
To Do Type Viewer
Using the To Do Type Viewer List Panel
Using the To Do Type Detail Panel
Service XML Viewer
Using the Service XML Viewer Overview Panel
Using the Service XML Viewer Detail Panel
Java Docs Viewer
Using the Java Docs Viewer List Panel
Using the Java Package Detail Panel
Using the Java Interface / Class Detail Panel
Groovy Java Docs Viewer
Application Viewer Preferences
Application Viewer Stand-Alone Operation
Stand-Alone Configuration Options
Example Application Viewer Configuration
Application Viewer Generation
Monitoring and Analytics
Reporting Tool Integration
The Big Picture Of Reports
Integration with BI Publisher
Requesting Reports from The System
Overview of the Data - BI Publisher
How To Request Reports
Viewing Reports
Configuring The System To Enable Reports
Configuring BI Publisher Reports
Configure the System to Invoke BI Publisher Real-time
Batch Scheduling in BI Publisher
Defining Reporting Options
Defining Report Definitions
Report Definition - Main
Report Definition - Labels
Report Definition - Parameters
Sample Reports Supplied with the Product
How to Use a Sample Report Provided with the System
Steps Performed at Installation Time
How To Define A New Report
Use a Sample Report as a Starting Point
Publishing Reports in BI Publisher
BI Publisher Database Access
Verify BI Publisher User Access Rights
Designing Your Report Definition
Designing Main Report Definition Values
Designing Characteristic Types
Designing Parameters
Designing Validation Algorithms
Designing Application Services
Designing Labels
Service Health Check
Health Check Configuration
Viewing Health Check Results
Introducing Health Check Conditions
Measuring Performance
Understanding Performance Targets
Performance Target Objects Overview
Calculating and Displaying Performance Targets
Performance Target Metrics and Metric Types
Performance Target Categories and Types
Performance Targets Define Specific Metrics
Objects Linked to a Performance Target
Creating Performance Target Zones
Setting Up Performance Target Configuration
Performance Target Category Lookup
Defining Performance Target Types
Maintaining Performance Targets
Capturing Statistics
Understanding Statistics
Configuring Your System for Statistics
Defining and Monitoring Statistics
Creating Cube Views
Understanding Cube Viewer
Cube Viewer Components
The Toolbar
Cube View Details
The Settings Area
Defining Conditional Formatting
The Filters Area
The Views Area
Cube Configuration Components
Configuring Cube Types
Maintaining Cube Types
Cube Type Advanced Topics
Designing Your Cube Type SQL
Defining Your Cube Type Business Service
Product Use Metrics
External Messages
Incoming Messages
Inbound Web Services
Understanding Inbound Web Services
Inbound REST Web Services
Inbound SOAP Web Services
Deploying XAI Inbound Service via IWS
Configuring Inbound Web Service Options
Configuring SOAP Inbound Web Service Options
Technical Configuration
Maintaining Web Service Annotation Types
Maintaining Web Service Annotations
Maintaining XAI Inbound Services
Configuring REST Inbound Web Service Options
Owner Configuration Lookup
Resource Category Lookup
Maintaining Inbound Web Services
Maintaining Inbound Web Service Operations
Web Service Schema Nodes and Attributes
Deploying Inbound SOAP Web Services
Guaranteed Delivery
Outgoing Messages
Outbound Messages
Polling Outbound Messages Using OSB
Batch Message Processing
Real Time Messages
Designing the System for Outbound Messages
Define the Outbound Message Business Object and Type
Real-Time Message Configuration
Define the External System and Configure the Messages
Outbound Message Schema Validation
Configuring the System for Outbound Messages
JNDI Server
JMS Connection
JMS Queue
JMS Topic
Message Sender
Message Sender - Main
Message Sender - Context
Defining Outbound Message Types
External Systems
External System - Main
External System - Template Use
Message Option
Managing Outbound Messages
Outbound Message - Main
Outbound Message - Message
Outbound Message - Response
Web Service Adapters
Understanding Web Service Adapters
Setting Up Web Service Adapters
Sending Email
Web Service Category
Defining Web Service Categories
JMS Message Browser
Oracle Integration Cloud Catalog
Web Service Catalog Configuration
Web Service Catalog Master Configuration
Maintaining the Web Service Catalog
XAI Documentation Note
Integrations
Creating Application Links in External Applications
LDAP Integration
LDAP Integration Overview
Configuring LDAP Integration
LDAP Mapping
Oracle Identity Manager Integration
User Redirection
Batch Scheduler Integration
Data Synchronization
Understanding Data Synchronization
Accumulative Data Synchronization
Generic Data Synchronization
Maintaining Sync Requests
Operational Analytics
Understanding Operational Analytics
Calendar and Time Dimensions
Maintaining Bucket Configurations
Defining Analytics Options
Defining Analytics Tables
Defining Analytics Dimensions
Defining Analytics Facts
Defining Characteristic Mapping
Analytics Integration
Understanding Analytics Integration
Business Flags
Understanding Business Flags
Standard Name
Business Flag Type Defines Behavior for a Standard Name
Business Flag Type Algorithms
Objects Linked to a Business Flag
Impacted Business Process
Dates
Creating Business Flags
Confidence
Setting Up Business Flag Configuration
Standard Name Category Characteristic Type
Business Flag Standard Name Lookup
Business Process Lookup
Integration Configuration
Defining Business Flag Types
Maintaining Business Flags
Market Transaction Management
Understanding Market Transaction Management
Configuring Market Transaction Management
Defining Market Configurations
Defining Market Message Types
Defining Market Process Types
Maintaining Market Transactions
Maintaining Market Processes
Maintaining Market Process Events
Maintaining Market Messages
Content Migration Assistant (CMA)
Understanding CMA
Types of Migrations
Migrating Configuration Data
Migrating Business Data
Data with System Generated Primary Keys
Importing Data that References a User
Additional Considerations
CMA Configuration
Master Configuration - Migration Assistant
Migration Plans
Defining a Migration Plan
Understanding the BO Filtering Process
Migration Plans for Objects with XML-Embedded Links
Defining a Migration Request
Identifying Tables to Exclude From Migrations
Configuring Custom Objects for Migration
The CMA Execution Process
Exporting a Migration
Migration Data Set Export
Export Lifecycle
Importing and Applying a Migration
Import Step
Compare Step
Approval Step
Apply Step
Adjusting Data Prior to Comparing
Import Process Summary
Cancelling a Data Set
Additional Note Regarding Imports
Caching Considerations
Maintaining Import Data
Migration Data Set Import
Migration Transaction Portal
Migration Object Portal
Running Batch Jobs
CMA Reference
Framework-Provided Migration Configuration
Facts
Fact Is A Generic Entity
Fact's Business Object Controls Everything
Fact Supports A Log
Conversion
Understanding The Conversion Process
Conversion Entities
Conversion Steps
Load Legacy Data Into Staging Tables
Validate Information In The Staging Tables
Allocate Production Keys
XML Resolution
Insert Production Data
Validate Production
A Note About Keys
Multiple Owners In A Single Database
Conversion Entity Dashboard
Data Export
Understanding Data Export
Generalized Data Export
Specialized Data Export
Defining Data Export Control
Generalized Export Dashboard
Customer Care and Billing Administrative User Guide
Defining General Options
Defining Installation Options
Installation Options - Main
Installation Options - Person
Installation Options - Account
Installation Options - Billing
Installation Options - C&C
Installation Options - Financial Transaction
Installation Options Framework - Algorithms
Defining Customer Languages
Defining Accounting Calendars
Defining General Ledger Divisions
Defining Banks & Bank Accounts
Bank - Main
Bank - Bank Account
Defining Issuing Centers
Actions
Issuing Center List
Issuing Center
Issuing Center Log
Setting Up Service Types
Service Type - Main
Service Type - Level 1
Service Type - Level 2
Service Type - Level 3
Defining Service Tasks Options
About Service Tasks
About Service Task Types
Defining Service Task Types
Base Package Service Task Types
Defining Financial Transaction Options
The Financial Big Picture
Bills, Payments & Adjustments
Bill Details
Payment Details
Adjustment Details
Current Amount versus Payoff Amount
What Controls What Gets Booked To Current And Payoff Amount?
Arrears
GL Accounting Information
A Complicated Example
Financial Transactions Created Between Bills
Financial Transactions And Aged Debt
Preventing SA Balances And The GL From Being Impacted Until Bill Completion
Forcing The Freeze Date To Be Used As The Accounting Date
How Late Payment Charges Get Calculated
Service Agreement Type Controls Everything
Understanding CIS Divisions
CIS Division Overrides
Users and CIS Division
Restricting CIS Division
Using CIS Division for Operational Segmentation
Setting Up CIS Divisions
Setting Up Revenue Classes
Setting Up Distribution Codes
Setting Up Billable Charge Templates
Billable Charge Template - Main
Billable Charge Template - Line Characteristics
Billable Charge Template - SQ Details
Designing and Defining Bill Segment Types
What Do Bill Segment Types Do?
Designing Your Bill Segment Types
Setting Up Bill Segment Types
Designing and Defining Deposit Classes
What Do Deposit Classes Do?
Designing Your Deposit Classes
Setting Up Deposit Classes
Deposit Class - Main
Deposit Class - Good Customer
Deposit Class - Recommendation
Deposit Class - Refund Method
Deposit Class - Refund Criteria
Deposit Class - Refund Interest
Deposit Class - Review Method
Setting Up Non-Cash Deposit Types
Setting Up Payment Segment Types
Examples of Common Payment Segment Types
Designing And Defining Adjustment Types
What Do Adjustment Types Do?
Setting Up Adjustment Types
Adjustment Type - Main
Adjustment Type - Adjustment Characteristics
Adjustment Type - Algorithms
Setting Up Calculated Adjustment Types
Examples of Common Adjustment Types
Setting Up Adjustment Type Profiles
Examples Of Common Adjustment Profiles
The Big Picture Of Adjustment Approval
Approval Is Controlled By Approval Profiles
Approval Profiles Can Be Linked To Multiple Adjustment Types
Adjustments Created In Batch Are Not Approved
Approval Inserts A Step Into An Adjustment's Lifecycle
Approval Requests Manage And Audit The Approval Process
To Do Entries Are Created To Notify Approvers
Monitoring and Escalating Approval Requests
Rejecting Deletes The Adjustment
Designing Your Approval Profiles
Implementing Other Approval Paradigms
Setting Up Approval Profiles
Approval Profile List
Approval Profile
Approval Profile's Adjustment Types
Designing and Defining Budget Plans
The Financial Impact Of Budget Plans
What Do Budget Plans Do?
Designing Your Budget Plans
Setting Up Budget Plans
Budget Plan - Main
Budget Plan - Calculation Algorithm
Budget Plan - Monitor Algorithm
Budget Plan - True Up Algorithm
Tender Management
Setting Up Tender Types
Setting Up Tender Sources
Automatic Payment Options
Setting Up Auto Pay Route Types
Setting Up Auto Pay Source Codes
SEPA Payments
What Is SEPA?
SEPA Direct Debit
SEPA Direct Debit Mandate
Issuing a Mandate
Canceling a Mandate
The Lifecycle of a Direct Debit Mandate Task
Configuring the System for SEPA Direct Debits
Define Auto-Pay Route Type
Define Auto-Pay Source Type
Define a Direct Debit Task Type
Define SEPA Country Codes
Define Mandate Cancel Reasons
Define Navigation Options
Setting Up Account Auto Pay
Web Debit Account Validation
Third Party Payment Processing Options
Define Service Task Types
Define Auto Pay Sources and Auto Pay Route Types
Define Tender Cancel Reason
Third Party Processing DateTime
Third Party Payment Processing Master Configuration
Payment Advices
What Is A Payment Advice?
Payment Advice vs. Direct Debit
Setting Up The System To Enable Payment Advices
Credit Card Payments
Configuring the System for Tender Authorization
Define the Outbound Message Type
Define the Message Sender
Define the External System and Configure the Messages
Define a User
Set up the Tender Authorization Algorithm
Define a Business Object
Define Tender Types
Tender Authorization - Feature Configuration
Non CIS Payments
Setting Up Payment Templates
Payment Template List
Payment Template
Alternate Currency Payments
What Is An Alternate Currency Payment?
Configuring the System for Alternate Currency Payments
Allowing Alternate Currency Payments
Payment Event Business Object
Define the User's Tender Sources
Payment Event Distribution
Making Payments Using Distribution Rules
Rule Value
Determine Tender Account
Creating Payment(s)
Rule Value Can Capture Additional Information
Setting Up The System To Use Distribution Rules
Setting Up Distribution Rules
Distribution Rule - Main
Distribution Rule - Algorithms
Feature Configuration
Cancel Reasons
Setting Up Bill (Segment) Cancellation Reasons
Setting Up Payment Cancellation Reasons
Setting Up Adjustment Cancellation Reasons
Miscellaneous Financial Controls
A/P Check Request
Billable Charge Line Type
Payables Cash Accounting
Accrual versus Cash Accounting Example
Distribution Code Controls Cash Accounting For A GL Account
Bill Segments and Cash Accounting
Bill Segment Financial Transactions Are Not Affected By Cash Accounting
Payment Segments and Cash Accounting
Payment Segment Financial Transaction Algorithms Transfer Holding Amounts to Payable GL Accounts
How Does The System Know What Amounts To Transfer From Holding To Payables?
Partial Payments Result In Partial Payables
Partial Payments Using Accounting Priority
Examples of Partial Payments Using Accounting Priority
Adjustments That Behave Like Payments
Overpayment Of Taxes Due To Cancel/Rebills
Cash Refunds
Overpayments
Write Down Adjustment
Write-Offs
Deferred Accrual Accounting
Deferred Accrual Accounting Examples
Example 1 - Payable On Due Date, Customer Pays In Full
Example 2 - Payable On Due Date, Customer Does Not Pay
Example 3 - Payable On Due Date, Customer Makes A Partial Payment
Example 4 - Payable On Earlier Of Payment Or Due Date, Customer Pays In Full
Example 5 - Payable On Earlier Of Payment Or Due Date, Customer Does Not Pay
Example 6 - Payable On Earlier Of Payment Or Due Date, Customer Partially Pays
Payment Cancellations and Deferred Accrual Accounting
Open Item Accounting
Open-Item Versus Balance-Forward Accounting
Accounting Method Defined On Your Customer Classes
Match Events
Match Events Match Debit FTs To Credit FTs
When Are Match Events Created?
Match Event Lifecycle
Payments And Match Events
Payments Are Matched To Debit Credit FTs
How Are Match Events Cancelled?
Current Amount Is Matched, Not Payoff
Disputing Items
Pay Plans
Over Payments
Setting Up The System To Enable Open Item Accounting
Match Type Setup
Match Event Cancellation Reason Setup
Customer Class Setup
Overpayment SA Type Setup
Installation Record Setup
To Do Entry Setup
Setting Up Match Types
Setting Up Match Event Cancellation Reasons
Fund Accounting
Fund Accounting Overview
Fund Accounting Example
An Example Of A Bill Segment That References Multiple Funds
Accounting Method Is Defined On The Installation Options
Fund Controls Fund-Balancing Entries
Building Fund-Balancing GL Details
FTs Whose GL Details All Reference The Same Fund Do Not Impact the General Fund or EPC Accounts
An FT Whose GL Details Reference Multiple Funds
Setting Up The System To Enable Fund Accounting
Turn On Fund Accounting
Defining Funds
Distribution Codes Must Include Fund ID
Update Your Funds With Their Respective Equity and Liability Distribution Codes
Bill Taxation Threshold
Taxation Threshold Examples
Example 1 - Account With Taxes Under Threshold
Example 2 - Account With Taxes Above Threshold
Example 3 - Account With Rounding Discrepancy
Billing and Taxation Thresholds
Calculation of Taxation Thresholds
Tax Amount Discrepancies
Setting Up The System For Bill Taxation Thresholds
Installation Option
Adjustment Types
Bill Factors
Characteristic Type
Service Quantity Identifiers
Algorithms
Calculation Rules For Bill Taxation Thresholds
Other Financial Transaction Topics
The Source Of GL Accounts On Financial Transactions
Defining Customer Options
Customer Overview
A Simple Example Of Two Customers
Persons
Accounts
Account ID Is Non-Intelligent
Account / Person Cross-Reference
When Is An Account Created?
When Is An Account Expired?
Service Agreements
When Is A Service Agreement Created?
Financial Transactions Are Linked To Service Agreements
When Is A Service Agreement Expired?
Setting Up Person Options
Person Identifiers
Setting Up Person Identifier Types
Understanding Person Identifiers
Setting Up Person Relationship Types
Setting Up Contact Routings
Setting Up Person Contact Status
Setting Up Person Contact Type Algorithms
Setting Up Person Contact Types
Choosing to Use Person Contact or Person Phone
Person Contact Status Can Be Controlled By A Process
Maintaining Person Contact via Person Phone
Setting Up Statement Construct Options
Setting Up Statement Route Types
Setting Up Account Options
Setting Up Account Management Groups
Setting Up Account Relationship Codes
Setting Up Alert Types
Setting Up Bill Messages
Setting Up Bill Route Types
Setting Up Bill Cycles
Setting Up Customer Classes
Customer Class - Main
Customer Class - Bill Messages
Customer Class - Controls
Setting Up Collection Classes
Setting Up Customer Information Options
Setting Up Customer Contact Options
Setting Up Customer Contact Classes
Setting Up Customer Contact Types
Setting Up Notification Preference Options
Notification Preferences Overview
Template-Based vs. Message-Based Notification Types
Push vs. Subscription Notification Types
Parent vs. Individual Push Notification Types
Delivery Type
Enabling Opt-In for a Delivery Type
Some Notification Types Use Service Task
Designing Notification Types
Setting Up Notification Type Algorithms
Setting Up Delivery Types
Setting Up Notification Types
Notification Type Portal
Notification Type List
Notification Type Zone
Setting Up the Outbound Message Type
Setting Up the Message Sender
Setting Up the External System and Configure the Messages
Setting Up Notification Preferences Master Configuration
Other Edge Application Notification
Setting Up Service Agreement Options
Setting Up Standard Industry Codes (SIC)
Setting Up Tax Exempt Types
Setting Up Contract Quantity Types
SA Type Controls Everything
Financial Controls
Setting Up Order Options
Setting Up Column References
Setting Up Order Cancellation Reasons
Setting Up Order Hold Reasons
Setting Up Order Feature Configurations
Setting Up Program Management Options
Designing Initiative Eligibility Criteria
Designing Related Object Criteria
Setting Up Lead Event Types
Overriding Initiative Sign Up Options
Program Management Master Configuration
Setting Up Letter Templates
Setting Up Customer Service Request Types
Setting Up Consumer Contract Request Types
Setting Up Start, Stop and Transfer Request Types
Verifying Identity, Checking Credit and Requiring Deposits When Starting Service
Introducing Your Business Rules For Starting Or Transferring Service
Understanding UI Override Controls
Displaying More Details for the Move-to Premise
Capturing Custom Elements in the Start, Stop, and Transfer Processes
Adding Custom Text to the Start, Stop, and Transfer Processes
Defining Customer 360 Options
Setting Up The System To Enable Customer 360
Display Icon Override Configuration
Billing and Usage Display Configuration
Defining Field Order Options
An Example Of A Field Order
An Example Of The Entities Involved In Field Order Dispatch
Setting Up Representatives
Setting Up Operations Areas
Setting Up Dispatch Groups
Dispatch Group - Main
Dispatch Group - Field Activity Type Review
Dispatch Group - Algorithm
Defining Disconnect Locations
Designing Your Field Activity Profiles and Types
How Does A Field Activity Type Profile Get Used?
Designing Field Activity Type Profiles
Typical Metered Service Matrix
Starting and Stopping Metered Service Matrix
Cutting Metered Service Due To Nonpayment
Meter Testing Activities
Typical Badged Item Service Matrix
Starting and Stopping Badged Item Service Matrix
Cutting Badged Item Service Due To Nonpayment
Item Testing Activities
Typical Unbadged Item Service Matrix
Starting and Stopping Unbadged Item Service Matrix
Cutting Unbadged Item Service Due To Nonpayment
Designing Field Activity Types
Designing Field Activity Types From Your Field Activity Type Profiles
Examples of Meter-Oriented Activity Types and their Steps
Examples of Badged Lamp-Oriented Activity Types and their Steps
Examples of Unbadged Service Point Activity Types and their Steps
Designing Other Field Activity Types
Examples of Meter-Oriented Service Investigation Activity Types and their Steps
Examples of Lamp-Oriented Service Investigation Activity Types and their Steps
Examples of Trouble Order Activity Types and their Steps
Examples of Device Testing Activity Types and their Steps
Field Activity Completion Considerations
Designing Field Service Classifications
Designing Who Does Your Field Activities
Setting Up Field Service Classification
Setting Up Field Activity Types
Field Activity Type - Main
Field Activity Type - FA Characteristics
Field Activity Type - FA Completion Control
Field Activity Type - SP Type Review
Setting Up Field Service Control
Setting Up Field Activity Type Profiles
Field Activity Type Profile - Main
Field Activity Type Profile - Template
Field Activities Initiated To Start Service
Field Activities Initiated To Stop Service
Field Activities Initiated For Back-to-Back Service
Field Activities Initiated To Cut Service Due To Non-Payment
Field Activities Initiated To Place A Disconnect Warning At A Service Point
Field Activities Initiated To Reconnect Service At A Service Point
Field Activities Initiated To Reread A Meter At A Service Point
Defining A Profile's Valid Field Activity Types
Setting Up Fieldwork Cancellation Reasons
Fieldwork Reschedule Reason
Setting Up Field Activity Remarks
Setting Up Outage Call Types
Outage Call Type List
Outage Call Type
Defining Credit & Collections Options
The Big Picture Of Credit & Collections
Collection Criteria vs. Severance Criteria vs. Write Off Criteria
The C&C Monitors
The Big Picture Of Collection Processes
How Does The Account Debt Monitor Work?
Different Collection Criteria For Different Customers And Different Debt
Override Conditions
When Is An Account's Debt Monitored?
How Is An Account's Debt Monitored?
What Happens When A Collection Process Is Started?
Experimenting With Alternative Collection Process Templates
How Are Collection Processes Cancelled?
The Collection Process Monitor Can Cancel A Collection Process
A New Payment Plan Can Cancel A Collection Process
A User May Cancel A Collection Process At Their Discretion
Stopping A Service Agreement May Cancel A Collection Process
The Big Picture Of Collection Events
How Are Collection Events Created?
Types Of Collection Events
Collection Event Lifecycle
Collection Event Trigger Date
How Are Collection Events Completed
The Last Collection Event Should Kick Off Severance Process(es)
How Are Collection Events Canceled?
The Big Picture Of Severance Process Cancellation
How Are Severance Processes Cancelled?
The Freezing Of Certain Financial Transactions Can Cancel A Severance Process
A New Payment Plan Can Cancel A Severance Process
A User May Cancel A Severance Process At Their Discretion
Stopping A Service Agreement Will Cancel A Severance Process
What Happens When A Severance Process Is Cancelled?
The Big Picture Of Severance Events
How Are Severance Events Created?
Types Of Severance Events
Field Events Versus Office Events
Severance Event Lifecycle
Severance Event Dependencies and Trigger Date
Field Events And Their Activities
Severance Event Activation & Completion
How Are Severance Events Canceled?
The Big Picture Of Write Off Processing
How Is Debt Financially Written-Off?
The Ramifications of Write Offs in the General Ledger
Automated versus Manual Write Offs
How Does The Write-Off Monitor Work?
Different Write-Off Criteria For Different Customers And Different Debt
When Is Debt Monitored For Write Off Purposes?
Attempt To Close The SA Before Creating A Write Off Process
What Happens When A Write-Off Process Is Started?
How Does A Write-Off Process Get Cancelled?
How Do Collection Agency Referrals Work?
The Big Picture Of Write-off Events
How Are Write-off Events Created?
Types Of Write-off Events
Write-off Event Lifecycle
Write-off Event Trigger Date
How Are Write-off Events Completed
The Last Write-off Event Should Write Off All Debt Associated With All SAs
How Are Write-off Events Canceled?
Calendar vs. Work Days
The Big Picture Of Payment Arrangements and Pay Plans
The Big Picture Of Payment Arrangement Requests
Lifecycle Of A Payment Arrangement Request
Payment Arrangement Eligibility
Payment Arrangement Request Approval
Payment Arrangement Down Payments
Setting Up Payment Arrangement Request Control Tables
Setting Up Payment Arrangement Request Types
Setting Up Payment Arrangement Request Reasons
Setting Up Payment Arrangement Request Status Reasons
Automatically Cancelling Inactive Payment Arrangement Requests
The Big Picture Of Pay Arrangements
Creating Payment Arrangements
Installment, Payoff and Current Amounts
Monitoring Payment Arrangements
The Big Picture Of Pay Plans
A Pay Plan Has One Or More Scheduled Payments
Automatic Payments Can Be Created On The Scheduled Payment Dates
A Pay Plan Insulates Overdue Debt From The Account Debt Monitor
A Pay Plan Must Reference A Pay Plan Type
A Pay Plan May Reference A Third-Party Payor
The Lifecycle Of A Pay Plan
Highlighting The Existence Of Broken / Kept / Active and Denied Pay Plans
A Pay Plan Must Reference A Payment Method
The Pay Plan Monitor
How Pay Plans Affect The Account Debt Monitor
Collection Process / Severance Process Cancellation
Interesting Pay Plan Facts
Setting Up Pay Plan Control Tables
Setting Up Pay Plan Types
Setting Up Payment Methods
Setting Up Third Party Payors
Creating Collection, Severance & Write-Off Procedures
Designing Your Collection Procedures
Designing Your Debt Classes
Designing Your Collection Classes
Designing Collection Class Controls
Designing Your Collection Class Control Overrides
Designing Collection Process Templates & Collection Event Types
Defining Cancellation Process Auto Cancellation Criteria
Setting Up Collection Procedures
Setting Up Collection Event Types
Setting Up Collection Process Templates
Setting Up Collection Classes
Setting Up Debt Classes
Setting Up Collection Class Controls
Collection Class Control - Main Information
Collection Class Control - Debt Criteria
Designing Your Severance Procedures
Defining Severance Process Auto Cancellation Criteria
Designing Your Reconnection Procedures
Setting Up Severance Procedures
Setting Up Severance Event Types
Setting Up Severance Process Templates
Designing Your Write-Off Procedures
Designing Your Write-Off Debt Classes
Designing Write-Off Controls
Designing Write Off Process Templates & Write Off Event Types
Setting Up Write-Off Procedures
Setting Up Write Off Debt Classes
Setting Up Write Off Event Types
Setting Up Write Off Process Templates
Setting Up Write Off Control
Write Off Control - Main
Write Off Control - Criteria
Setting Up Collection Agencies
Setting Up Feature Configuration
How To
How To Nominate A Single Service To Sever (Rather Than Sever Everything That's In Arrears)
Defining Meter & Item Options
The Big Picture of Meters, Items and Equipment
The Structure Of A Meter
Items Are Used For Other Devices Associated With A Customer's Service
Equipment versus Badged Items
Meters May Have Equipment
Items May Have Equipment
Service Points May Have Equipment
Chargeable Items Must Be Associated With Service Points
Start/Stop and Items
Billing and Items
Generic Equipment
Setting Up Meter Options
Setting Up Meter Configuration Types
Setting Up Meter Types
Meter Type - Main
Meter Type - Meter Characteristics
Meter Type - Equipment Types
Meter Type - Test Types
Meter Type - Meter Configuration Type
Setting Up Manufacturers & Their Models
Setting Up Meter ID Types
Setting Up Read Out Types
Setting Up Protocol Codes
Setting Up Unit Of Measure Codes
Setting Up Time-Of-Use Codes
Setting Up TOU Groups
Setting Up Retirement Reasons
Setting Up Metered Service Point Options
Defining Meter Location Codes
Setting Up Service Cycles And Routes
Setting Up Metered Premise Options
Setting Up Meter Read Instructions
Setting Up Meter Read Warnings
Setting Up Consumption Estimation Parameters
Estimating Consumption
Estimating Using Historical Consumption
Estimating Using Trends
The Theory Behind Consumption Estimation Using Trends
Consumptive Register Where UOM Does Not Measure Peak Quantity
Subtractive Register Where UOM Does Not Measure Peak Quantity
Consumptive Register Where UOM Measures A Peak Quantity
Subtractive Register Where UOM Measures A Peak Quantity
Tips for Consumption Estimation Using Trends
Make Sure the Number of Reads on Trend Class Is Large Enough
Trend Classes and Trend Areas Should be Defined Appropriately
Customers Should Be Classified Into Appropriate Trend Classes and Areas
Estimation and Negative Consumption
Setting Up Trend Areas
Setting Up Trend Classes
Setting Up High / Low Factors
Setting Up Trends
Setting Up Meter Read Options
Setting Up Meter Reader Remarks
Meter Reader Remark - Main
Meter Reader Remark - Bill Messages
Setting Up Meter Read Sources
Setting Up Items
Setting Up Item Types
Item Type - Main
Item Type - Item Characteristics
Item Type - Equipment Types
Item Type - Test Types
Setting Up Manufacturers and Models
The Big Picture Of Device Testing
The Level of Complexity Depends On What You Test and Your Record Keeping Requirements
A Device Test Records Test Results
Field Activities And Device Testing
Device Test Validation
Setting Up Device Test Options
Setting Up Component Test Types
Setting Up Device Test Types
Device Test Type - Main
Device Test Type - Component Types
Device Test Type - Characteristics
Defining Usage Options
The Big Picture of Usage Requests
Requesting Bill Determinants
Batch Billing Usage Requests
Online Billing Usage Requests
Multi Cancel/Rebill — Usage Requests
Usage Request Lifecycle
Summary Billed Accounts and Usage Requests
Requesting Bill Determinants for Summary Billed Accounts
Corrected Read Notifications
Configuring The System For Usage Request Integration
Define the Outbound Message Type
Define the Message Sender
Define the External System and Configure the Messages
Designing Your SA Types For Usage Requests
Start and End Times for Billing
Navigating To MDM
The Big Picture of Time of Use Mapping and Pricing
Mapping to Time of Use (TOU) Periods
Grouping of TOU Codes for TOU Mapping
Overview of TOU Codes and TOU Mapping
TOU Sequence for TOU Mapping and Pricing
Time of Use (TOU) Mapping and Pricing
Calculation Rules for TOU Mapping & Pricing
TOU Map Used For Mapping
Designing Your Time of Use (TOU) Mapping and Pricing Options
Designing Your Time Of Use (TOU) Mapping and Pricing Calculation Rules
Designing Your TOU Codes for TOU Mapping
Designing Your TOU Groups for TOU Mapping
Designing Your TOU Map Types for TOU Mapping
Designing Your TOU Map Templates for TOU Mapping
Setting Up Time of Use (TOU) Mapping and Pricing Control Tables
TOU Codes
TOU Groups
Creating TOU Map Templates
Creating TOU Map Types
Defining Premise and Service Point Options
An Illustration Of A Premise
Setting Up Premise Options
Defining Premise Types
Implementing Address Validation
Setting Up Generic Service Point Options
Facility Levels
Setting Up Facility Levels 1 & 2 Combinations
Setting Up Facility Levels 2 & 3 Combinations
Setting Up Service Point Types
SP Type - Main
SP Type - Meter Type
SP Type - SA Type
SP Type - Item Type
SP Type - SP Characteristic
SP Type - Equipment Type
SP Type - FA Type Review
Setting Up Premise & Service Point Postal Defaults
Postal Defaults - Main
Postal Defaults - Service Default
Designing SP Types
Service Segmentation
Device Segmentation
Meter Read Estimation Trend Class Segmentation
Field Activity Type Profile Segmentation
SA Type Segmentation
Meter Type Segmentation
Item Type Segmentation
Defining Bill & Meter Read Cycles
Defining Bill and Service Cycles
The Big Picture Of Bill Cycles, Service Cycles and Bill Periods
Designing Cycles for Metered Services
A Description of the Cyclical Meter Read Process
Designing Service Cycles, Routes, And Schedules
Designing Cycles for Waste Collection Services
A Description Of The Cyclical Waste Collection Process
Bill Cycles
The Cyclical Billing Process & Window Billing
Designing Your Bill Cycle
The Relationship Between Metered Service Cycles and Bill Cycles
How Does An Account Get Its Bill Cycle?
Protecting An Account's Bill Cycle
What Happens If An Account Has Service Agreements Spanning Metered Service Cycles?
Designing Bill Periods
Setting Up Bill Cycles
Setting Up Service Route Types
Setting Up Service Cycles And Routes
Setting Up Service Cycle Schedules
Setting Up Bill Periods
Defining Statement Cycles
The Big Picture Of Statement Cycles
The Cyclical Statement Process
Designing Your Statement Cycles
Lifecycle of a Statement Cycle Schedule
Setting Up Statement Cycles
Defining Service Agreement Type (SA Types)
Designing SA Types For Service Agreements With Service Points
CIS Division Segmentation
Service Segmentation
Receivable Segmentation
Revenue Segmentation
Rate Segmentation
Service Point (SP) Type Segmentation
Company Usage Segmentation
Debt Class Segmentation
Budget Billing Segmentation
Designing SA Types For SAs Without Service Points
Overpayment Segmentation
Write Off Segmentation
Connection Charge Segmentation
Charitable Contribution Segmentation
Payment Arrangement Segmentation
Merchandise Segmentation - Installment Billing
Deposit Segmentation - Installment Billing
Billable Charge Segmentation
Over/Under Cash Drawer Segmentation
Payment Upload Error Segmentation
CIAC Segmentation
Loan Segmentation
Non-Billed Budget Segmentation
Designing SA Type For Other Segmentations
Cash Distribution Segmentation
Adjustment Profile Segmentation
Late Payment Charge Segmentation
Debt Classification Segmentation
Allow Estimates Segmentation
Severance Criteria Segmentation
Deposit Class Segmentation
Sub SA Types
Financial Settlement SA Types
Interval Billing SA Types
Usage Request SA Types
Initial Consumption Period Considerations
Processing Sequence Considerations
Designing Prepayment Billing Options
SA Types And The Financial Design
Setting Up SA Types
SA Type - Main Information
SA Type - Detail
SA Type - Billing
Require Total Amount Switch versus Bill Segment Algorithm
Allow Recurring Charge Switch versus Bill Segment Algorithm
SA Type - Rate
Rate Required versus Bill Segment Algorithm
SA Type - SP Type
SA Type - Adjustment Profiles
SA Type - C&C
SA Type - Billable Charge Template
SA Type - Characteristics
SA Type - Algorithms
SA Type - Billable Charge Overrides
SA Type - Contract Option Type
SA Type - Interval Info
SA Type - NBB Recommendation Rule
Setting Up Start Options
Start Option Considerations - Rate-Oriented SA Types
Start Option Considerations - SA Types That Use Recurring Charges
Start Option Considerations - Initial Adjustment SA Types
Start Option Considerations - Interval SA Types
Start Option - Main
Start Option - Rate Info
Start Option - Characteristics & Qty
Start Option - Contract Option
Start Option - Interval Info
Start Option - TOU Contract Value
Start Option - Terms and Conditions
Start Option Merge
Start Option Merge - Main
Removing A Row From A Grid
Adding A New Row To A Start Option
Removing An Uncommitted Row From A Start Option
Start Option Merge - Characteristics and Quantities
Start Option Merge - Contract Option
Start Option Merge - Interval Info
Start Option Merge - Terms and Conditions
Defining SA Relationship Options
The Big Picture of SA Relationships and Service Providers
Persons and Service Providers
Service Providers Are Linked To Service Agreements
Service Providers May Change Over Time
How To Set Up SA Relationships On A Customer's Service Agreement
When Your Company Is A Service Provider
Service Providers Have To Communicate About Customers
Relationships Between Service Providers
A Service Agreement Can Have Many Types Of Relationships
An Example
Valid Relationship Types and Service Providers Are Defined On SA Types
Defaulting Relationship Types And Defaulting Service Providers
Required Relationship Types and Billing
Relationship Types Do Not Impact Start/Stop
Billing Relationships
Sub Service Agreements
Only Some Service Providers Have Sub SAs
Automatic Creation of Sub SAs
Sub SA State Transition
We Bill For Them
Sub SAs Are Used When We Bill For Them
The Rate Ready Calculation Method
The Bill Ready Calculation Method
Pay At Bill Time vs. Pay At Pay Time
Paying The Service Provider - Technical Implementation
Service Providers Have Service Agreements Too
When We Bill For Them, We Owe Them Money
Adjustments and We Bill For Them Service Providers
When They Bill For Us, They Owe Us Money
They Bill For Us
The Customer Still Needs A Service Agreement
They Bill For Us - Bill Ready
They Bill For Us - Rate Ready
A/R Transfer - Technical Implementation
Routing Billable Charges To Service Providers - Technical Implementation
Bill Routings Are Changed
Combinations Of Service Provider Billing Methods
Different Service Providers Can Bill Different Services
If You Deal With TBFU Service Providers, You Cannot Reopen Bills
Consumption Relationships
Only The Master SA Is Linked To Service Points
We Can Send Billed Consumption To Any Service Provider
Routing Consumption To Service Providers - Technical Implementation
We Can Receive Consumption From Service Providers
MDMAs And Service Cycles
Deposits Issues
Credit and Collection Issues
Debt Class Recommendations
Severing Service
An Object-Oriented Perspective Of Service Providers
How Do You Communicate With Service Providers?
Off Cycle Switch
Billing Master Configuration
Rate Schedule
Sub-SA Type
Usage Request
Sending Consumption to Service Providers
Designing Your SA Relationship Types and Service Providers
Designing SA Relationship Types
Designing Service Providers
Billing Relationship Segmentation
We Bill For Them - Payment Relationship Segmentation
Consumption Relationship Segmentation
Other Segmentations
Payment Method
Transfer Receivable Method
Billable Charge Download Process
Consumption Download Process
Notification Upload Processing
Notification Download Processing
Financial Settlement Service Agreement
Geographic Area Segmentation
Designing Your SA Types And Start Options For Sub SAs
Reference Send Consumption Algorithm On Master SA Types
Reference TBFU Algorithm On Master SA Types
Designing SA Types For Service Provider Financial Settlements
Setting Up SA Relationship Information
Setting Up SA Relationship Types
Setting Up Service Providers
Setting Up SA Types and Start Options For Sub SAs
Setting Up SA Types For Financial Settlements
Update Master SA Types With FT Freeze and Bill Completion Algorithms
Setting Up SA Relationships For SA Types
Setting Up Market SA Relationship Options
Setting Up Provider Configuration Options
Setting Up Market Provider Configuration Options
Negotiated Terms
Examples Of Special Discounts
Example Using Aggregated Consumption
Example Using Site-by-site Discount
Setting Up The System To Enable Negotiated Terms
Algorithm
SA Relationship Type
Service Provider
SA Type SA Relationship Type
SA Type
Defining Service Credit Options
The Big Picture Of Service Credits
Service Credit Membership
How Are Service Credits Earned?
How Are Service Credits Redeemed?
Service Agreements For a Membership
SAs Contribute to the Membership
SA Used for Miscellaneous Transactions
Membership Fee SAs
Designing Your Service Credit Options
Designing Your Membership Types
Consider Whether the Membership Should Indicate Subcategories
Determine the Types of Service Agreements Linked to the Membership
Consider Special Functionality Needed When Adding, Activating or Inactivating a Membership
Determine Whether The Membership Requires Additional Information
Designing Your Service Credit Event Types
Designing Capital Credit Event Types
Designing Frequent Flier Event Types
Designing Pay-per-view Event Types
How Are Service Credit Events Created?
Service Credits for Capital Credit Memberships
Service Credits for Frequent Flier Memberships
Service Credits for Free Movies Memberships
Setting Up Service Credit Options
Setting Up Credit Units
Setting Up SC Membership Inactive Reasons
Setting Up Service Credit Membership Types
SC Membership Type - Main
SC Membership Type - Algorithm
SC Membership Type - Characteristics
Setting Up Service Credit Event Types
Service Credit Examples
Defining Control Tables for a Refundable Fee
Adjustment Type for Refundable Fee
SA Type for Refundable Fee
Start Option for Refundable Fee
Algorithm for Refunding the Fee
Defining Control Tables for a Nonrefundable Fee
Adjustment Type for Nonrefundable Fee
SA Type for Nonrefundable Fee
Start Option for Nonrefundable Fee
Defining an SA Type for Miscellaneous Transactions
Using Campaigns/Packages to Set Up Membership
Column Reference for Membership Type
Algorithms to Create Membership via Order
Define a Campaign for Creating a Membership When Starting Service
Including the Membership Fee
Defining Another Person for Your Account
Column References for Additional Person
Algorithms to Link Additional Person via Order
Design a Campaign to Include Linking an Additional Person
Service Credits Earned When Starting Service
Service Credits Earned Through Billing
Service Credits Redeemed Through Billing
Designing Your Rate Options for Capital Credits
Identifying SQ and Sales Information for Historical Bill Segments
Define Characteristics for SQ and Sales
Define Calculation Rules
Define Batch Control Parameters
Designing Bill Factors for Credit Allocation
Characteristic Type for Allocation Bill Factor
Bill Factor for Transportation
Bill Factor for Generation
Partial Retirement
Interface Membership Information to a Third Party
Interface Via an Extract Program
Use Workflow & Notification to Interface Info
Other Considerations For Interfacing Info to a Third Party
Defining Loan Options
The Terms Of A Loan Are Stored On A Service Agreement
Payoff Balance and Current Balance for Loans
Booking The Principal Amount Using An Adjustment
Loan Amortization Schedule Calculation
Billing For Loans And Interest Calculation
Paying What Is Owed
Overpayments On Loans
Adjusting Loan Amounts
Writing Off Loans
Distribution Codes for Loans
Setting Up The System To Enable Loans
Distribution Code
Adjustment Types
Adjustment Type Profile
Algorithms
Bill Factor
Customer Class
Bill Segment Type
Frequency
Bill Period
Bill Cycle Schedule
Collection, Severance and Write Off Processes
SA Type
SA Type - Main
SA Type - Detail
SA Type - Billing
SA Type - Rate
SA Type - SP Type
SA Type - Adjustment Profile
SA Type - Credit and Collections
SA Type - Algorithms
Start Options
Defining Non-Billed Budget Options
What Is A Non-Billed Budget?
The Financial Impact Of Non-Billed Budgets
Current Amount For SAs Covered By A Non-Billed Budget
Scheduled And Actual Payments On The Non-Billed Budget
Overpayments for Non-Billed Budgets
Underpayments For Non-Billed Budgets
Billing For SAs Covered By The Non-Billed Budget
Distributing Non-Billed Budget Credit
Stopping an SA Covered By a Non-Billed Budget
Financial Transactions For Unmonitored Non-Billed Budgets
Distributing Payments for Unmonitored Non-Billed Budgets
Transferring Credit from Unmonitored Non-Billed Budgets
Designing Non-Billed Budgets
Making SAs Eligible For Non-Billed Budgets
Designing Recommendation Rules
Example Recommendation Rules
Fortnightly Payments Recommendation Rule Example
Monthly Payments Recommendation Rule Example
Ten Out of Twelve Months Recommendation Rule Example
Activating Non-Billed Budgets
Renewing Non-Billed Budgets
Expiring Non-Billed Budgets
Stopping Non-Billed Budgets
Automatic Payment and Non-Billed Budgets
Credit and Collections and Non-Billed Budgets
Credit and Collections and Unmonitored Non-Billed Budgets
Non-Billed Budget Status
Alerts For Non-Billed Budgets
Non-Billed Budget Recommendation Rule
Setting Up The System To Enable Non-Billed Budgets
NBB Distribution Codes
NBB Adjustment Types
NBB Adjustment Type Profiles
NBB Characteristic Types
NBB Customer Contact Class And Types
NBB Algorithms
NBB Debt Class And Collection Process
SA Types for SAs Covered by NBBs
NBB Recommendation Rules
Non-Billed Budget SA Types
SA Type - Main (NBB)
SA Type - Detail (NBB)
SA Type - Billing (NBB)
SA Type - Rate (NBB)
SA Type - SP Type (NBB)
SA Type - Adjustment Profile (NBB)
SA Type - Credit and Collections (NBB)
SA Type - Algorithms (NBB)
SA Type - NBB Recommendation Rule (NBB)
NBB Background Processes
Defining Quotation Options
Setting Up SA Types For Quotes
Enabling The Automatic Generation Of Billing Scenarios
Enabling The Generation Of Simulated Bill Segments
Enabling The Creation Of A Real SA When A Quote Detail Is Accepted
Setting Up Quote Route Types
Setting Up Terms and Conditions
Setting Up Decline Reasons
Setting Up Customer Classes For Quotes
Defining Case Management Options
The Big Picture Of Cases
Case Type Controls Everything
Person / Account / Premise Applicability
Contact Information Applicability
Business Object Association
Additional Information
Access Rights
Lifecycle
Valid States versus State Transition Rules
Transitory States
One Initial State and Multiple Final States
Allowing A Case To Be Reopened
Make Sure To Have A Canceled State
Buttons Are Used To Transition A Case From Status To Status
State Transitions Are Audited
Reports and Analytics Highlight Productivity
Status-Specific Business Rules
A Script That Helps A User Work Through A Case
Required Fields Before A Case Enters A State
Validation Before A Case Enters A State
Additional Processing When Entering A State
Validation Before A Case Exits A State
Additional Processing When Exiting A State
Automatic Transition Rules
Script Launching Option
Which Users Can Transition A Case Into A State
Responsible User Applicability
Scripts and Cases
To Do's and Cases
Creating and Completing To Do Entries
Launching Scripts When To Do Entries Are Selected
All To Do Entries Are Visible
Examples of Case Types
High Bill Complaint
Lodged High Bill Complaint
Preliminary Investigation High Bill Complaint
Field Investigation High Bill Complaint
Decision Checkpoint High Bill Complaint
Cancel Rebill High Bill Complaint
Completed High Bill Complaint
Rejected High Bill Complaint
Canceled High Bill Complaint
Setting Up Case Management Options
Installation Options
Case Info May Be Formatted By An Algorithm
Alert Info Is Controlled By An Installation Algorithm
Setting Up Application Services
Setting Up Scripts
Setting Up To Do Types
Setting Up Characteristic Types
Setting Up Case Types
Case Type - Main
Case Type - Case Characteristics
Case Type - Lifecycle
Workflow and Notification Options
The Big Picture Of Workflow Processing
The Big Picture Of Workflow Events
How Are Workflow Events Created?
Executing Workflow Events On Their Trigger Date
Workflow Event Lifecycle
Workflow Event Dependencies & Trigger Date
Workflow Events May Be In Error
Some Workflow Events May Fail
Errors versus Failure
Waiting Events And Their Waiting Process
How Are Workflow Events Canceled?
Workflow Processes Can Have Multiple Branches
The Big Picture of Notification Processing
Uploading Notifications Into The System
What Type Of Workflow Process Is Created?
How Are Notifications Sent Out Of The System?
Notification and XAI
Near-Real Time Outgoing Messages
Real Time Outgoing Messages
System Conditions May Trigger Notification and Workflow
Creating a Notification Download Staging Record
Creating a Notification Upload Staging Record
Triggering Notification & Workflow from the Application
The Lifecycle of Notification Download Staging
Creating Notification and Workflow Procedures
Designing Notification Upload & Workflow Procedures
Designing Workflow Process Profiles
Designing Notification Upload Types
Navigating to Related NUS Extension
Designing Workflow Process Criteria
Designing Workflow Processes To Process Incoming Notifications
Designing Workflow Processes To Deal With Invalid Sender or Notification Upload Type
Designing Workflow Process Templates
Designing Workflow Event Types
Designing External Systems
Designing Notification Downloads
Designing Workflow Processes To Support Outgoing Notifications
Designing Your External System Feature Configuration
Define the Message Sender
Designing Notif. Download Types
Designing Context Values for the NDS Type
Configuring the System for XAI Messages
Designing Near Real Time NDS Messages
Designing Notif. Download Profiles
Setting Up Notification and Workflow Procedures
Setting Up Workflow Event Types
Setting Up Workflow Process Templates
Workflow Process Template - Main
Workflow Process Template - Template Tree
Setting Up Notification Upload Types
Setting Up External Systems
Setting Up Workflow Process Profiles
Setting Up Notification Download Types
Notification Download Type - Main
Notification Download Type - Context
XAI Route Type
Setting Up Notification Download Profiles
Defining Umbrella Agreement Options
The Big Picture Of Umbrella Agreements
Renewable Umbrella Agreements
Terms Of Service Covered Entities
Overriding Rate Terms
Setting Up Umbrella Agreement Options
Configure SA Types for Umbrella Agreements
Configure Bill Factors for Umbrella Agreements
Configure A Campaign To Link An SA To A Terms Of Service
Setting Up Umbrella Agreement Types
Umbrella Agreement Type - Main
Umbrella Agreement Type - Algorithms
Setting Up Terms Of Service Types
Terms Of Service Type - Main
Terms Of Service Type - UA Types
Setting Up Terms of Service Cancel Reasons
Umbrella Agreements Configuration Examples
Linking A Service Agreement To A TOS Through Orders
Linking To A UA For A Given Account
Linking To A UA For A Group Of Premises
Reports Addendum
Configuring the System to Invoke Oracle BI Publisher Enterprise Real-Time
Specify Reporting Tool Options
Reporting Tool Algorithm
Interface with Oracle BI Publisher Enterprise Batch Scheduler
Configuring the System for Batch Bill Print
Configure Oracle BI Publisher for Batch Bill Print
Configure Oracle Utilities Customer Care and Billing for Batch Bill Print
Description of Sample Reports
Active Severance Processes - CI_​ACSVPR
Bill Print in BI Publisher - CI_​BILLPR
Bill Information
Bill Segment Information
Account Summary Information
Current Charge Information
Premise Information
Auto Pay Information
Bill Segment Readings
Bill Segment Consumption History
Payment Information
Adjustment Information
Bill Message Information
Billed Revenues by Rate - CI_​BILREV
Case Statistics By Case Type - CI_​CSESTS
Case Statistics for a Given Status - CI_​CSESGS
Collection Summary - CI_​CLLSUM
Customer Contacts by Type - CI_​CUSTCN
Customers with Life-Support / Sensitive-Load - CI_​PMLSSL
Field Order Print in BI Publisher- CI_​FOPRNT
Field Order Information
Account / Person Information
Person Phone Information
Premise Geo Information
SP Type Information
SP Installed Meter Information
SP Installed Item Information
SP Geo Information
SP Characteristics Information
SP Multi Item Information
FA Severance Process Information
GL Accounting Summary - CI_​GLACSM
Letter Print - BI Publisher Sample Welcome Letters - CI_​LTRGN_​ENG REPORT
Meter Reads Performance - CI_​MTREAD
Open Cases By Type - CI_​CSEOPN
Payments Balance - CI_​PMTBAL
Receivables Aging - CI_​RCVAGA
Tax Payables Analysis - CI_​TXPYBL
To Do Entries - CI_​TDENTR
Umbrella Agreement Summary - CI_​UASUMM
Unbilled Revenues - CI_​UBLREV
Vacant Premises with Consumption - CI_​VACANT
Active Severance Processes - CI_​ACSVPR
Bill Print in BI Publisher - CI_​BILLPR
Bill Information
Bill Segment Information
Account Summary Information
Current Charge Information
Premise Information
Auto Pay Information
Bill Segment Readings
Bill Segment Consumption History
Payment Information
Adjustment Information
Bill Message Information
Billed Revenues by Rate - CI_​BILREV
Case Statistics By Case Type - CI_​CSESTS
Case Statistics for a Given Status - CI_​CSESGS
Collection Summary - CI_​CLLSUM
Customer Contacts by Type - CI_​CUSTCN
Customers with Life-Support / Sensitive-Load - CI_​PMLSSL
Field Order Print in BI Publisher- CI_​FOPRNT
Field Order Information
Account / Person Information
Person Phone Information
Premise Geo Information
SP Type Information
SP Installed Meter Information
SP Installed Item Information
SP Geo Information
SP Characteristics Information
SP Multi Item Information
FA Severance Process Information
GL Accounting Summary - CI_​GLACSM
Letter Print - BI Publisher Sample Welcome Letters - CI_​LTRGN_​ENG REPORT
Meter Reads Performance - CI_​MTREAD
Open Cases By Type - CI_​CSEOPN
Payments Balance - CI_​PMTBAL
Receivables Aging - CI_​RCVAGA
Tax Payables Analysis - CI_​TXPYBL
To Do Entries - CI_​TDENTR
Umbrella Agreement Summary - CI_​UASUMM
Unbilled Revenues - CI_​UBLREV
Vacant Premises with Consumption - CI_​VACANT
Defining Overdue Processing Options
Case Study - Collecting On Overdue Bills
Monitoring Overdue Bills
Cutting Service Agreements
How Does The Overdue Monitor Work?
Different Overdue Rules For Different Customers
Overdue Rules Are Embodied In Algorithms
When Is An Account Monitored?
Collection Class Defines If And How Accounts Are Monitored
The Big Picture Of Overdue Processes
How Are Overdue Processes Created?
The Components Of An Overdue Process
Overdue Objects
Overdue Events
Overdue Log
Experimenting With Alternative Overdue Process Templates
Overdue Process Information Is Overridable
Original and Unpaid Amounts
Overdue Processes Are Highlighted Elsewhere
Alert Zone
Credit and Collections Zone
Account Activity History Zone
How Are Overdue Processes Cancelled?
Overdue Processes Are Created From Templates
The Big Picture Of Overdue Events
How Are Overdue Events Created?
Overdue Events Can Do Many Things
Overdue Event Information Is Overridable
Overdue Event Lifecycle
How and When Events Are Activated
Activating Events Should Add a Log Entry
Holding Events
Some Events Wait For Something Before They Activate
How Are Events Canceled
The Big Picture Of Cut Processes
How Are Cut Processes Created?
Overdue Events Wait For The Cut Process To Conclude
Cut Processes Exist Under An Overdue Process
The Components Of A Cut Process
Cut Process Information Is Overridable
How Are Cut Processes Cancelled?
Cut Processes and Events Are Created From Templates
Cut Events Are Like Overdue Events
Field Activities To Cut and Reconnect Service
A Cut Event Expires Service Agreements (and May Trigger Final Billing)
Write Offs Are Implemented Using Overdue Events
Calendar vs. Work Days
Bill-Oriented Collection - Advanced Topics
Miscellaneous Bill-Oriented Collection Topics
Highlights Of The Sample Overdue Monitor Rule Algorithm
Holding A Process's Events
Bill Info Shows Unpaid and Write-off Amounts
Writing Off Bills
After Service Is Cut, Write-Off Oriented Events Can Commence
Collection Agency Referrals
Writing Off Bills Will Create Write-Off Adjustments And Possibly A Match Event
Small Amount Write-Downs
Bill Info Shows Written Off Amounts
Online Write Off Of Bills Is Performed On Bill-Main
Online Reversal Of Written Off Bills Is Performed On Bill-Main
Write Offs And Overdue Process Cancellation
An Alert Can Show Written Off Bills
Bill-Oriented Payment Arrangements
Creating Payment Arrangements
Installment, Payoff and Current Amounts
Breaking A Bill-Oriented Payment Arrangement
Online Breaking
Online Canceling
Creating Overdue and Cut Procedures
Designing Your Overdue Procedures
Your Divisions Are Frequently Preordained
Designing Your Collection Classes
Designing Overdue Monitoring Rules
Designing Overdue Process Templates and Event Types
Designing Cut Process Templates and Event Types
Set Up Tasks
Cut Event Types
Cut Process Templates
SA Type - Cut Process Rules
Overdue Event Types
Overdue Process Templates
Collection Classes
Collection Class Overdue Monitor Rules
Feature Configuration
Overdue and Cut Event Cancellation Reasons
Collection Agencies
Alert To Highlight Active Overdue Processes
Bill-Oriented Collection - Additional Set Up
One Bill Per Match Event
Bill-Based Payment Arrangements
Bill-Based Write-off
Alert To Highlight Written Off Bills
Open-Item Bill Amount Plug-In
Setting Up Overdue Processing
Setting Up Overdue Event Types
Setting Up Overdue Process Templates
Setting Up Cut Event Types
Setting Up Cut Process Templates
Setting Up Collection Class Overdue Rules
Setting Up Overdue Event Cancellation Reasons
Setting Up Cut Event Cancellation Reasons
Defining Interval Billing Options
Interval Billing Table Setup Sequence
The Big Picture of Interval Billing
Interval Pricing
Interval Pricing Rate Application
Physical Attributes of Interval Data vs. Its Role
Interval Data Physical Attributes
Business Role of Interval Data
The Business Role Defines Interval Data Physical Attributes
Raw Data Collection and Aggregation
Physical Attributes of Raw Interval Data
Time of Use Billing
Defining Time of Use Periods
Grouping of TOU Codes
Overview
TOU Sequence
Time of Use Mapping and Pricing
TOU Pricing Rate Component
Classic TOU Map Used For Mapping & Pricing
TOU Price Breaks
Overriding Mapped Quantities
Physical Attributes of TOU Map vs. Its Role
Physical Attributes of a Classic TOU Map
Business Role of a Classic TOU Map
The Business Role Defines Valid Physical Attributes for a Classic TOU Map
Designing Interval Billing Options
Designing Your Interval Billing Rate Options
Designing Your Interval Rate Components
Designing Your Billing Factors
Designing Your Interval Billing Controls
Designing Interval Profile Relationship Types
Designing Interval Profile Types
Designing Your Raw Data Options
Designing Your Interval Register Types
Designing Your Raw Data TOU Groups
Designing Your Meter Configuration Types
Designing Your Meter Types
Designing Your Time of Use Options
Designing Your Time Of Use Rate Components
Designing Your Time of Use Codes
Designing Your TOU Groups
Designing Your Classic TOU Map Relationship Types
Designing Your Classic TOU Map Types
Designing Your Classic TOU Map Templates
Designing Daily Templates
Designing Weekly Templates
Designing Holiday Templates
Designing Calendar Templates
Designing Your Contract Options
Designing Your Contract Option Types
Designing Your Contract Option Event Types
Designing Your SA Interval Billing Options
Designing Your SA Types
Designing Your Start Options
Setting Up Interval Billing Options
Setting Up Interval Billing Control Tables
Setting Up Profile Relationship Types
Setting Up Interval Profile Types
Setting Up Interval Pricing Rate Components
Setting Up Channel Control Tables
Setting Up Interval Register Types
Setting Up Meter Configuration Types for Channels
Setting Up Meter Types
Setting Up Time of Use Billing Control Tables
Setting Up Classic TOU Map Relationship Types
Setting Up TOU Pricing Rate Components
Setting Up Time of Use Codes
Setting Up TOU Groups
Setting Up Classic TOU Map Types
Setting Up Classic TOU Map Templates
Setting Up Contract Option Control Tables
Setting Up Contract Option Types
Contract Option Type - Main
Contract Option Type - Algorithms
Setting Up Contract Option Event Types
Defining Prepaid Metering Options
The Big Picture of Prepaid Metering
How Does Prepaid Metering Work?
Debit Meter vs. Credit Meter
Prepaid Metering Transactions Result in Adjustments
Interfacing Prepaid Transactions
Prepaid Transactions Can Go Into Suspense
Setting Up The System To Enable Prepaid Metering
Meter Types
Characteristic Types
Prepaid Entity Characteristic Type
Badge Number Characteristic Type
Algorithms
Calculation Rule - Calculation Algorithm
Adjustment Type - Generate Adjustment
Adjustment Type - Determine SA
Adjustment Type - Resolve Suspense
Adjustment Type - Adjustment Information
Installation - Adjustment Information
Rate
Adjustment Types
Adjustment Type Profiles
Service Agreement Types
Bill Cycle
Vendor Information
Defining Conservation Program Options
The Big Picture of Conservation Programs
Conservation Program Maintenance Object
Conservation Program Rebate Definition Maintenance Object
Rebate Claim Maintenance Object
Rebate Claim Line Maintenance Object
GL Accounting Example
Setting Up Conservation Programs
Conservation Program List Zone
Conservation Program Zone
Conservation Program Status
Conservation Program Actions
Editing Conservation Programs
Deleting Conservation Programs
Activating Conservation Programs
Deactivating Conservation Programs
Setting the Status of Conservation Programs to Pending
Rebate Definition Zone
Adding Rebate Definitions
Editing Rebate Definitions
Deleting Rebate Definitions
Activating Rebate Definitions
Deactivating Rebate Definitions
Rebate Claim Statistics Zone
Statistics Graphs
Defining Open Market Options
Markets
Understanding Market
Configuring Market
Defining Consumer Contract Options
Understanding Consumer Contracts
Understanding Consumer Contract Milestones
Understanding Consumer Products
Understanding Consumer Product Eligibility Criteria
Understanding Consumer Product Versions
Understanding Consumer Product Rules
Understanding Consumer Product Components
Understanding Consumer Product Component Eligibility Criteria
Understanding Consumer Contract Rules
Configuring Consumer Contract Type
Configuring Consumer Contract Milestone Type
Configuring Consumer Product
Configuring Consumer Product Version
Configuring Consumer Product Rule
Configuring Consumer Product Component
Configuring Consumer Contract Rule
Configuration
Configuring Zones
Configuring Timeline Zones
Content Migration Assistant (CMA) Addendum
Base Package Migration Plans
Base Package Migration Request
Wholesale and Piecemeal Migrations
Wholesale Migrations
Piecemeal Migrations
Processing Notes for Specific Objects
To Do Lists Addendum
Assigning A To Do Role
System To Do Types
Background Processes Addendum
Batch Process Dependencies
Batch Schedulers and Return Codes
The Nightly Processes
The Ongoing or Hourly Processes
The Workflow and XAI Processes
The Letter Processes
The Periodic Processes
How To Set Up A New Extract Processes
Setting Up Meter Read Extracts
Setting Up Automatic Payment Extracts
Choosing Which Records Are Selected
The Big Picture of Sample & Submit
Activity Request Type Defines Parameters
Preview A Sample Prior To Submitting
Credit Card Expiration Notice
Defining a New Activity Request
Setting Up Activity Request Types
Activity Request Type List
Activity Request Type
Maintaining Sample & Submit Requests
Sample & Submit Request Query
Sample & Submit Request Portal
Sample & Submit
Sample & Submit Log
Defining Batch Schedule Options
The Big Picture of Scheduling Batch Jobs
Technical Implementation Of The Batch Scheduler
A Program Determines If There's Work To Do
Completing A Batch Program That's Part Of A Job Stream
Polling Frequency
Job Stream, a Definition
A Workflow Process Is Created Each Time A Job Stream Executes
A Workflow Process Template Defines The Batch Jobs In A Job Stream
How To Start A Job Stream
Activating A Workflow Event Causes A Batch Run To Be Submitted
Workflow Event Status Reflects The Status Of The Batch Run
Setting Up The Batch Scheduler
Create A Workflow Event Type - Activation Algorithm For Every Batch Job
Create A Workflow Event Type For Every Batch Job
Create A Workflow Process Template For Every Job Stream
Set Up A Work Calendar
Set Up A Job Stream Creation Schedule For Each Job Stream
Set Up Characteristic Types
Set Up A User ID For Batch Jobs
Set Up A Feature Configuration
Maintaining Job Stream Creation Schedules
If You Work In A Non-English Language
Security Addendum
Implementing Account Security
Persons Can Also Be Secured
Premises Can Also Be Secured
Data Becomes Invisible When Access Is Restricted
Account Security and Control Central
Account Security and Searches (and Maintenance Pages)
Account Security and To Do Lists
Restricted Transactions
Account Security Case Studies
Securing Accounts Based On Customer Class
Securing Accounts Based On Region
The Default Access Group
If You Do Not Practice Account Security
Masking Sensitive Data
Encrypting Sensitive Data
Encrypting Legacy Data
Data Privacy Addendum
Customer Erasure
Automatic Trigger Of Customer Erasure
Monitoring SA Triggers For Customer Erasure
Manual Trigger Of Customer Erasure
The Person MO Controls Customer Erasure
Manage Erasure Schedule Algorithm: Person Erasure Evaluation
Persons, Accounts And Service Agreements Are Obfuscated
Purge Versus Obfuscate
Person, Account and Service Agreement Erasure BOs
Person, Account and Service Agreement Obfuscation Algorithms
Person Obfuscation
Account Obfuscation
Service Agreement Obfuscation
Configuring The System For Customer Erasure
Notifying External Systems About Customer Erasure
Defining Converted COBOL Program Options
Converted COBOL Program - Main
Advanced Search Options
Integration
CTI-IVR Integration
CTI-IVR Integration Configuration
Launching The System From an External Application
Launching The Application Using a URL
Receiving the Next Caller in the Queue
Customize Integration to Your Next Caller Function
Initiating an External Call
Overview of Automated Dialer
Technical Implementation of Automated Dialer
Customize Integration to Your Automated Dialer Software
Customize Automated Dialer User Interface
Analytics Integration Overview
Analytics Configuration
Self-Service Integration
About Self-Service Tasks
Self-Service Task Type Defines Self-Service Task Behavior
Creating Self-Service Tasks
Setting Up Self-Service Task Configuration
Self-Service Integration Configuration
Defining Self-Service Task Types
Maintaining Self-Service Tasks
Defining DataConnect Options
DataConnect Data Extracts
Customer and Premise Data Extracts
Customer and Premise Data Extracts: Maintenance Object Audit Algorithms
Master Data Extracts: Business Objects and Algorithms
Customer and Premise Data Extracts: Batch Controls
Setting Up and Executing Master Data Extracts
Billing Data Extracts
Billing Data Extracts: Business Objects and Algorithms
Billing Data Extracts: Batch Controls
Setting Up and Executing Billing Data Extracts
Billing Data DataConnect Master Configurations
Extract Flat File Formats
External Fieldwork System Integration
The Big Picture of External System Integration
Mapping Field Activity Types to an External System
Cancelling a Field Activity
Field Activities Not Related to a Premise
Override Phone Number
Integration Through XAI
External System Feature Configuration Refers to a Service Provider
Dispatching Field Activities
Integration with Multiple External Systems
Algorithms Control FA Integration
Sample FA Integration Algorithm
Extract FA Information
Incoming Messages from the External System
FA Response
Create a Log Entry
Create a To Do Entry
Populating FA Response
Intermediate Status Updates
Field Activity Completion
Populating Field Activity Completion
Booking Appointments Via An External System
Configuring Appointment Options
Manual Appointments
Narrowing Appointment Window
Forced Appointments
User Defined Search and Result Fields
Appointment Periods vs Reservations
Real Time Appointment Interaction
Appointment Page User Exit
Sample Appointment Java Class
Validating Meter / Item Installations
Incoming Validate Meter / Item Message
Outgoing Validate Meter / Item Message
Setting Up The System To Enable FA Integration
Service Provider Setup
Defining Characteristic Types For FA Integration
Setting Up Outbound Messages
Designing Your External System Feature Configuration
Designing Your External System Field Activity Types
Designing Your Dispatch Groups
Considerations When Switching To External System Integration
Outage System Integration
The Big Picture of Outage System Integration
Customer Information Integration
Interfacing Outage Calls
Outage Inquiry
Setting Up The System To Enable Outage Integration
External System Setup
Define Characteristic Types
Schema Constants - Feature Configuration
NMS Outage Integration - Master Configuration
Outage Notification Preferences
Business Flags
Service Point Business Flags
Business Flags Can Require Analysis
Business Flag Available Actions
Business Flag Adding Available Actions
Making Allowed Actions Available
Business Flag Can Prevent Bills from Freezing
A Field Activity Can Determine Business Flag Confidence
Business Flags Can Create Alerts
Customer Relationship Management Integration
About Customer Relationship Requests
Social Relationship Management Requests
Creating Customer Relationship Requests
Setting Up Customer Relationship Request Configuration
Customer Relationship Management Integration Configuration
Defining Customer Relationship Request Types
Maintaining Customer Relationship Requests
RightNow Knowledge Integration
Displaying Frequently Asked Questions
RightNow Knowledge Integration Configuration
Creating Application Links in External Applications
Customer Care and Billing Control Table Setup Sequence
Core Control Table Setup Sequence
Cross-Reference To The Remaining Chapters
Open-Item Accounting Table Setup Sequence
Fund Accounting Table Setup Sequence
Payment Event Distribution Table Setup Sequence
Loans Table Setup Sequence
Quotes Table Setup Sequence
Non-Billed Budget Table Setup Sequence
Appointments Table Setup Sequence
Scripting Table Setup Sequence
Reports Setup Sequence
External Messages Setup
Case Management Setup Sequence
Workforce Management Setup Sequence
Umbrella Agreement Management Setup Sequence
Outage Management Setup Sequence
Prepaid Metering Setup Sequence
Batch Scheduler Setup Sequence
Zone Set Up
To Do Options Setup
The Conversion Tool
Introduction
Conversion Tool Steps
Map Legacy Data Into Staging Tables
A Note About Keys
Validate Information In The Staging Tables
Object Validation Programs
Submitting Object Validation Programs
Referential Integrity Validation Programs
Submitting Referential Integrity Validation Programs
Recommendations To Speed Up Validation Programs
Tidy Balances
Balance Control (a)
Clear FT Balance Control
Allocate Production Keys
The Big Picture of Key Assignment
Submitting Key Assignment Programs
Recommendations To Speed Up Key Generation Programs
Insert Production Data
The Big Picture Of Insertion Programs
Submitting Insertion Programs
Recommendations To Speed Up Insertion Programs
Run Balance Control Against Production
Validate Production
The Validation User Interface
Validation Error Summary
Validation Error Detail
FK Validation Summary
FK Validation Detail
The Staging Tables
A Note About Programs in the Table Names Matrices
Master Data
Person
Person Data Model
Person Table Names
Person Suggestions
Account
Account Data Model
Account Table Names
Account Suggestions
Item
Item Data Model
Item Table Names
Item Suggestions
Landlord
Landlord Data Model
Landlord Table Names
Landlord Suggestions
Meter
Meter Data Model
Meter Table Names
Meter Suggestions
Meter Configuration
Meter Configuration Data Model
Meter Configuration Table Names
Meter Configuration Suggestions
Premise
Premise Data Model
Premise Table Names
Premise Suggestions
Service Point
Service Point Data Model
Service Point Table Names
Service Point Suggestions
Service Agreement
Service Agreement Data Model
Service Agreement Table Names
Service Agreement Suggestions
SA Interval Billing
SA Interval Billing Data Model
SA Interval Billing Table Names
SA Interval Billing Suggestions
Contract Options
Contract Options Data Model
Contract Options Table Names
Contract Options Suggestions
Service Credit Membership
Service Credit Membership Data Model
Service Credit Membership Table Names
Service Credit Membership Suggestions
Declaration
Declaration Data Model
Declaration Table Names
Declaration Suggestions
Transaction Data
SP / Meter History and On/Off Event
SP / Meter Data Model
SP / Meter Table Names
SP / Meter Suggestions
SP / Item History and On/Off Event
SP / Item Data Model
SP / Item Table Names
SP / Item Suggestions
Bill
Bill Data Model
Bill Table Names
Bill Suggestions
Payment
Payment Data Model
Payment Table Names
Payment Suggestions
Adjustment
Adjustment Data Model
Adjustment Table Names
Adjustment Suggestions
Customer Contact
Customer Contact Data Model
Customer Contact Table Names
Customer Contact Suggestions
Meter Read
Meter Read Data Model
Meter Read Table Names
Meter Read Suggestions
Field Order
Field Order Data Model
Field Order Table Names
Field Order Suggestions
Field Activity
Field Activity Data Model
Field Activity Table Names
Field Activity Suggestions
Interval Data
Interval Data Data Model
Interval Data Table Names
Interval Data Suggestions
Contract Option Events
Contract Option Events Data Model
Contract Option Events Table Names
Contract Option Events Suggestions
Register Interval Data
Register Interval Data Model
Register Interval Data Table Names
Register Interval Data Suggestions
Bill Factor Value
Bill Factor Value Data Model
Bill Factor Value Table Names
Bill Factor Value Suggestions
Bill Factor Interval Prices
Bill Factor Interval Prices Data Model
Bill Factor Interval Prices Table Names
Bill Factor Interval Prices Suggestions
Bill Factor TOU Pricing
Bill Factor TOU Pricing Data Model
Bill Factor TOU Pricing Table Names
Bill Factor TOU Pricing Suggestions
Service Credit Event
Service Credit Event Data Model
Service Credit Event Table Names
Service Credit Event Suggestions
Non-Billed Budgets
Non-Billed Budgets Data Model
Non-Billed Budgets Table Names
Non-Billed Budgets Suggestions
Billable Charge
Billable Charge Data Model
Billable Charge Table Names
Billable Charge Suggestions
Collection Process
Collection Process Data Model
Collection Process Table Names
Collection Process Suggestions
Severance Process
Severance Process Data Model
Severance Process Table Names
Severance Process Suggestions
Write Off Process
Write Off Process Data Model
Write Off Process Table Names
Write Off Process Suggestions
Workflow Process
Workflow Process Data Model
Workflow Process Table Names
Workflow Process Suggestions
Device Test
Device Test Data Model
Device Test Table Names
Device Test Suggestions
Collection Agency Referral
Collection Agency Referral Data Model
Collection Agency Referral Table Names
Collection Agency Referral Suggestions
Trend
Trend Data Model
Trend Table Name
Trend Suggestions
Program Dependencies
Appendix A - Entity Relationship Diagramming Standards
Relationships
Entity
Color Coding
Appendix B - Multiple Owners In A Single Database
Appendix C - Known Oddities
Defining Dashboard Options
Configuring the Customer Operational Dashboard
Oracle Utilities Customer Care and Billing User Guides
Configuring the Customer Operational Dashboard