Linking a Contact or Propsect to a Utility Billing Account

Some contact or prospect records in your system might not be linked to an existing billing account. For example, a security guard who works at a business that has an account with the utility might already exist as a contact in the Oracle Sales system because he is the contact person for service calls. However, if he changes positions within the business, and now must have access to account and billing information, you can link his contact record to the business's billing account.

Before you complete this task, the contact or prospect record must already exist. See Creating a New Contact for instructions.

Link a Contact or Prospect to a Billing Account

To link a contact or prospect to an existing billing account:

1. Search for the contact or prospect record.
2. Click the Actions menu on the right side of the record.
3. Click the Link to Billing Account option.
4. On the Redirect to Link Account window, click Continue.
5. Complete the steps as directed in your Oracle Utilities customer information system.
6. When you have entered all of the information, review it and then click Submit.