Oracle Utilities: CC&B v2.9.0.0 Functionality لـ Implementers Ed 1

Overview

• Learning Objectives
• Functional Areas
• Customer Information
• Sales & Marketing
• Device Management
• Field Work
• Meter Reading
• Billing
• Statements
• Rates
• Payments
• Adjustments
• Credit & Collection
• Budgets
• Deposits
• SA Relationships
• Service Credits
• Contract Management
• Loans
• Conservation Programs
• Framework Utilities
• Integration Tools
• Summary
• The Format of This Class
• A Few Ancillary Topics Before We Start
• The Documentation
• Caveat
• Review
• Summary

User Interface Standards and Common Processes

• Learning Objectives
• Anatomy of All Pages
• The Anatomy of All Pages
• Redwood Look and Feel
• User Dashboard Controls
• Domain Name Support
• Unified Search
• Portals
• Portal Overview
• Portals Versus Fixed Pages
• Portals Have Zones
• Portal Configuration
• Portals May Appear on Portal Preferences
• Portal Preferences
• Dictating Portal Preferences
• The Dashboard Is a Portal Too
• Portal Page
• Maintenance Portal
• Search Portal
• Help Portal
• Zones
• Zone Patterns
• Explorer Zone Layout
• Explorer Zones May Have End-User Filters
• Map Zones
• Special-Purpose Zones
• Special Feature Zone – Tree
• Section and Element Help
• Standard User Interface Functions
• Menu and Navigation
• Menu and Admin
• Context Menus – Quick View
• Context Menus – Search and Portal Pages
• User Profile Definitions
• Scrolls (Go To Button)
• Standard Actions
• Logs
• Searches – The Fine Points
• Saved Searches
• Bookmarks
• Go To Button
• Work List
• Broadcasting
• Explorer Zone – Dragging and Dropping
• Scroll Bars with Dynamic Height
• Accordion Windows
• Pagination
• BPA Scripts
• The BPA Menu
• BPA Scripts Are Everywhere
• BPA Scripts Reflect An Organization’s Business Practices
• Batch Processing
• Batch Processes
• Batch Concepts
• Batch Submission Concepts
• Types of Processing
• Online Submission
• Tracking Batch Processes
• Plug-in Driven Batch
• To Do Processing
• To Do Entry
• To Do Summary
• To Do List
• To Do Summary Zone
• To Do Type and To Do Role
• الرسالة
• Special Message Handling
• Entry Priority
• How Entries Are Created
• Batch Process
• The Creator Supplies Other Attributes
• Filling In The Blanks
• Related To Do Entries
• To Do Entry Lifecycle
• Forwarding
• Manual Completion
• Batch Processes Can Complete Entries
• To Do Management
• To Do Search
• Work Distribution
• Pick and Choose
• Supervisor To Do Summary
• Supervisor Assignment
• Supervisor User Summary
• On Demand Assignment
• On Demand – How It Works
• The Benefits
• Multi-Use Pages
• Introducing a New Type of Entry Involves the Following Steps
• Security
• Database and Operating System Security
• Application Services
• Application Services and Access Modes
• Linking an Application Service to a User Group
• Field-Level Security
• Security Rights Are Cached
• Summary
• 2b Control Central and Customer 360
• Learning Objectives 2b-2
• Practice 2b-1: Log On to Customer Care and Billing 2b-3
• Control Central 2b-4
• Find a Customer and Premise 2b-6
• The Dashboard 2b-7
• Dashboard + Account Information = Complete View of the Customer 2b-8
• Practice 2b-2: Find a Customer and Portal/Zone Introduction 2b-9
• Practice 2b-3: Use Page and Portal Maintenance Dialogs 2b-10
• Customer 360 Portal 2b-11
• Customer 360 Portal Zones 2b-13
• Customer 360 – Program Enrollment Zone 2b-14
• Customer 360 Portal Zones: Customer Insights Zone 2b-15
• Customer 360 Portal Zones: Customer Activity History 2b-16
• Customer 360 Portal Zones: Financial Details 2b-17
• Review Questions 2b-20
• Summary 2b-21

Metadata and Framework Overview

• Learning Objectives
• Agenda
• Architecture Overview
• Oracle Utilities Application Framework: Overview
• Browser User Interface (UI) Activities
• Web Server Activities
• Web Application Server Breakdown
• Application Server Activities
• Database Server Activities
• Entity Relationship Diagramming Standards
• Entity Relationship Diagramming (ERD)
• Information Is Stored in Tables, Each Box in an ERD Is a Table
• Color-Coding Highlights the Subsystem Where the Table’s Rows Are Typically Maintained
• The PowerPoints Use Color-Coding to Group Tables into Logical Subsystems
• We Use ERDs to Highlight Important Business Relationships
• Relationships Between Entities Are Highlighted with Arrows Between Boxes
• Dashed Lines Represent Columns on Entities with Predefined
• “Lookup” Values
• Common Data Design Patterns
• No Recurring Groups
• Prime Keys
• Very Little (Almost No) Redundant Data
• Language Tables
• XML Extensions
• Maintenance Objects
• Maintenance Object: Definition
• Why Maintenance Objects?
• Maintenance Object, Table, and Field Metadata
• Maintenance Objects
• Maintenance Objects Encapsulate Core Business Rules
• Maintenance Objects Versus Business Objects
• Maintenance Object Has Fields, Business Object Has Elements
• Business Object Elements Must Physically Reside Somewhere
• in its Maintenance Object’s Tables
• Business Objects Encapsulate Core Business Rules
• Business Objects and Service-Oriented Architecture (SOA)
• Older Maintenance Objects = Object Maintenance Newer
• Maintenance Objects = Portal Maintenance
• Plugin Component = Algorithm = Subroutine
• Plugin = Algorithm
• An Algorithm Example
• Use a Base Package Plugin or Write Your Own
• Creating a New Plugin
• Some Objects Are Preconfigured
• Practice 3-1: Examine an Algorithm
• Characteristic = User-Defined Field
• User-Defined Fields Extend…
• Many Maintenance Objects Support Characteristics
• There Are Four Types of Characteristic Types
• Predefined Characteristic Types
• Ad Hoc Characteristic Types
• Foreign Key (FK) Reference Characteristic Types
• File Location Characteristic Types
• Characteristic Values Are Effective-Dated on Some Entities
• A Characteristic Type Can be Used on Multiple Entities
• Practice 3-2: Examine a Char Type
• Data Ownership
• Owning Metadata
• Owner Flag ERD
• Owner Flag Is Ubiquitous
• The System Stamps Owner Flag on New Metadata Rows
• Don’t Even Think About It
• Practice 3-3: Data Ownership
• Web Services
• Web Services Architecture
• Web Services
• More Web Services Information
• Security
• Database and Operating System Security
• Application Services Are Secured
• Application Services Have Valid Actions
• Field-Level Security
• Security Rights Are Cached
• Practice 3-4: Application Security
• Odd and Ends
• Plugin Driven Batch
• Audit Trails
• Localization Support
• Isolating Implementation-Specific Business Rules
• The Conversion Tool
• Review Questions
• Summary

Batch Processing

• Learning Objectives
• Batch Processes
• Batch Processes Are Documented In the Application Viewer
• What You Can Count On
• Errors
• Parallel Processing
• Optimal Number of Threads
• Parameters
• Plugin Driven Batch
• Batch Processing ERD
• Practice 4-1: View Results of a Batch Run
• Executing Batch Jobs
• Separate Application Servers
• Submitting Ad Hoc Requests
• Practice – Instructor-Led
• Dependencies Between Batch Jobs
• Batch Process Dependencies
• Sample and Submit
• Classic Batch Job Versus Sample and Submit
• Step 1: Identify the Batch Job
• Step 2: Enter the Criteria
• Step 3 (optional): See the Sample
• The Request
• How To
• Some Batch Jobs Can Be Thought of as Plugins
• Some Processes Can Be Viewed as Plugins
• Review Questions
• Summary

Maintaining Customer Information

• Learning Objectives
• Customer Information
• Customer = Person and Account
• Practice 5-1: Find a Customer on Control Central
• Person Concepts
• Important Person Concepts
• Person ERD
• Person Contacts
• Practice 5-2: Add a Person Contact
• Account Concepts
• Important Account Concepts
• Account ERD
• Practice 5-3: Add a Person and Account from Control Central
• Customer Contacts
• Customer Contact: Overview
• Customer Contact ERD
• Practice 5-4: Create a Customer Contact
• Customer Contacts Trigger To-Do Entries
• Customer Contacts Trigger Letters
• Letter Images
• Premise and Service Point
• Important Premise Concepts
• Premise ERD
• Important Service Point Concepts
• Types of Service Points
• Metered Service Points
• Badged Item-Based Service Points
• Unbadged Item-Based Service Points
• Two Ways to Handle Area Lights: Badged or Unbadged
• Service Point ERD
• Practice 5-5: View a Premise and Add a Premise
• Service Agreements
• Review: Bills Are Sent to Customers
• A Bill Contains Charges for Services
• An Account Must Have a Service Agreement for Every Service That Is Billed
• Some SAs Are Linked to Premises via SPs
• Some SAs Are Not Linked to Premises
• Service Agreement ERD
• Account Security
• Account Security: Overview
• Persons Can Also Be Secured
• Premises Can Also Be Secured
• Data Access Groups and Roles
• An Account’s Access Group
• More Account Security Information
• The Flexibility of the V
• The V Diagram
• Two SAs, Each Linked to a Single SP
• Two SAs Linked to the Same SP
• One SA linked to Two SPs (To Consolidate Consumption Charges)
• Typical Family Moves
• Non-Utility Customer
• Customers Share One Line, Usage Goes Through One Meter on the Way to Another Customer
• Corporate Pays for Usage, Operating Units Pay for Transport, and Metering
• SA Type and SP Type Control the Valid Relationships
• Starting Service
• Most SAs Are Created Via Start Service
• Start Options Control Default Values
• Practice 5-6: Start Service at Your Premise
• Activating Pending Start SAs
• Service Agreement States
• Activating Pending Start SAs
• Important Service-Oriented Concepts: Still to Come
• Alerts
• The Alert Zone
• The Control Central Alert Plugin Spot
• Jurisdictions
• Jurisdictional Rules
• Division = Jurisdiction
• Other Features
• Replicators
• Alternate Names and Addresses
• Address Validation
• Configuring Address Validation
• Address Validation BPA
• Introducing Custom Address Validation Logic
• Account Management
• Account Management Portal – Account Update
• Supported Account Updates
• Supported Service Agreement Updates
• Notification Preferences
• Notification Preferences: Key Relationships
• Notification Preferences: Management Process Overview – Enabling Customer Choice
• Push Versus Subscription Notification Types There are two Notification Types: Push and Subscription.
• Push-Based Notifications
• Account – Account Portal: Push Communications Preferences Zone
• Subscription-Based Notifications
• Account – Account Portal: Subscription Communication Preferences Zone
• Setting Notification Preferences
• Account – Persons: Notification Preferences
• Account – Account Portal: Maintaining Contact Details
• Master Configuration
• Practice 5-7: Investigate a Notification Preference
• Review Questions
• Summary

Maintaining Meters and Items

• Learning Objectives
• Checkpoint
• Review: Service Points Define Services at a Premise
• Review: There are Three Types of Service Points
• Review: Metered Service Points
• A Meter’s Registers Measure How Much Was Used
• Every Register Has Many Attributes
• A Register’s Attributes Can Change Over Time
• Meter ERD
• There Are Many Ways to Identify a Meter
• Service Types Must Be in Sync ERD
• Practice 6-1: Add Meters Using the Meter Replicator
• Meter Reading – Part 1
• A Configuration’s Registers Are Read
• Subtractive Versus Consumptive Registers
• Meter Read ERD
• Meter Installation
• Important SP and Meter Installation Concepts
• Meter Installation ERD
• Practice 6-2: Install the New Meters at Your Premise
• Meter Exchange
• How to Exchange the Meter at an SP
• Item Management
• Remember That There Are Two Types of Item-Oriented SPs
• This Discussion Concerns Badged Items
• When to Use a Badged Item
• Badged Item ERD
• There Are Two Ways to Identify a Badged Item
• Item Replicator
• Item Installation
• Important SP and Item Installation Concepts
• Item Installation ERD
• Important Item Exchange Concepts
• Unbadged Items Are Alternatives
• Meter and Item Search
• Meter/Item Search Page
• Practice 6-3: Find Your Meters Using Meter/Item Search
• Review Questions
• Summary
• 7a Field Work: Managing Field Work
• Preface 7a-2
• Learning Objectives 7a-3
• Checkpoint 7a-4
• Field Activities 7a-5
• Field Activity ERD 7a-6
• Field Activity State Transition 7a-7
• Practice 7a-1: Examine the Field Activities That Were Created Earlier 7a-8
• Dispatch Groups and Operations Areas 7a-9
• Operations Areas 7a-10
• Dispatch Groups and Representatives 7a-11
• Field Service Control Is a Multidimensional Matrix 7a-12
• Dispatch Group Assignment Is in a Plugin 7a-13
• Practice 7a-2: Confirm the Dispatch Group on the Electric Service
• Point’s Field Activities 7a-14
• Field Orders and Field Activities 7a-15
• Field Orders Are Premise-Oriented, Field Activities Are SP-Oriented 7a-16
• Different Dispatch Groups Result in Different Field Orders 7a-17
• Field Orders May Be Assigned a Specific Rep 7a-18
• Field Order and Rep ERD 7a-19
• Field Order State Transition 7a-20
• Reschedule and Cancel Reasons 7a-21
• Capturing Reasons 7a-22
• Enabled with a Feature Configuration 7a-23
• The Pages Change 7a-24
• Reschedule Reason Audits 7a-25
• Group Premise Field Activities 7a-26
• The Group Premise FAs Alternative 7a-27
• The Group Premise FAs Page 7a-28
• Lowest Common Denominator Dispatch Group 7a-29
• Batch Dispatcher 7a-30
• Practice 7a-3: Use Group Premise FAs to Create a Field Order 7a-31
• Most Field Activities Are System Generated 7a-32
• Automatic Field Activity Creation 7a-33
• Field Activity Type Profile 7a-35
• Field Activity Type Profile Is a Multidimensional Matrix 7a-36
• FA Type Profile Also Defines Valid FA Types 7a-37
• Service-Oriented Field Activities Are Created by a Plugin 7a-38
• When Service-Oriented Activities Are Created 7a-39
• You Don’t Know About Schedule Read Dates Yet… 7a-40
• Not All Automated FA Creations Use FA Type Profiles 7a-42
• Dispatching and Completing Field Orders 7a-43
• Dispatching Field Orders 7a-44
• Dispatched to Completed 7a-45
• Complete Activities, Then Complete Order 7a-46
• Completion Algorithms 7a-47
• Completion Algorithms ERD 7a-48
• Practice 7a-4: Complete the Activities 7a-49
• Field Order Upload 7a-50
• Completion Upload 7a-51
• Field Order Download 7a-52
• Two Batch Process Are Used to Download Field Orders 7a-53
• Process FDS: Create Download Staging 7a-54
• Each Download Record Gets Marked with a Batch Control and Run 7a-55
• Process FODL: Create Download Flat File 7a-56
• FODL Executes an Algorithm to Format the Flat File Information 7a-57
• An Aside: Ongoing Instructions and Warnings 7a-58
• Post Completion Activities 7a-59
• Metered SAs Need Start Reads to Bill 7a-60
• SA Activation Batch Process 7a-61
• Metered SA’s Need Stop Reads to Final Bill 7a-62
• SA Activation Also Handles Pending Stops 7a-63
• SA, FA, and MR Flow 7a-64
• Credit & Collection 7a-65
• Practice 7a-5: Activate Your Service Agreements 7a-66
• Not Just For Meters 7a-67
• Field Activities Are for All SP-Related Efforts 7a-68
• Review Questions 7a-69
• Summary 7a-70
• 7b Field Work: Appointments
• Learning Objectives 7b-2
• Appointment Scheduling 7b-3
• Dispatch Group Refresher 7b-4
• A Dispatch Group Refresher Before We Start 7b-5
• Dispatch Group Assignment ERD 7b-6
• Appointment Periods and Appointments 7b-7
• Limiting the Number of Appointments 7b-9
• Appointment Period Maintenance 7b-10
• Updating Appointment Periods 7b-11
• Practice 7b-1: Create and Update Appointment Periods 7b-12
• Scheduling an Appointment 7b-13
• Default Dispatch Group and Date 7b-15
• Available Appointments Are Controlled By an Algorithm 7b-16
• The Base-Package Available Appointments Algorithm 7b-17
• Canceling Appointments 7b-18
• Practice 7b-2: Schedule and Cancel Appointments 7b-19
• Paying a Penalty if an Appointment is Missed 7b-20
• Penalties 7b-21
• Review Questions 7b-22
• Summary 7b-23
• 8a Devices Inventory and Testing: Equipment Management
• Learning Objectives 8a-2
• Equipment, Meters, and Items Are Installed at a Premise to Regulate
• and Measure Service 8a-3
• There are Two (Notional) Types of Items 8a-4
• Equipment May Be Associated with Meters 8a-5
• Equipment May Be Associated with Service Points and Items 8a-6
• Preventing Invalid Equipment Linkages 8a-7
• Foreshadowing: Equipment Is NOT Billed 8a-8
• Generic Equipment 8a-9
• Generic Equipment – How To Do It 8a-10
• Installations 8a-11
• An Installation Service Point Holds Multiple Pieces of Equipment 8a-12
• Installation SP ERD 8a-13
• Practice 8a-1: Explore Equipment Linked to a Service Point 8a-14
• Review Questions 8a-15
• Summary 8a-16
• 8b Devices Inventory and Testing: Device Testing
• Learning Objectives 8b-2
• Item and Meter Tests 8b-3
• Device Test Example 8b-4
• Badged Items and Meters Can be Tested 8b-5
• Device Test Type Example 8b-6
• The Control Tables Are Sophisticated 8b-7
• Device Test Lifecycle 8b-8
• Practice 8b-1: Add a Device Test Result for Your Meter 8b-9
• Device Testing and Field Activities 8b-10
• Device Tests Occur Because of Field Activities 8b-11
• How to Create Device Test Field Activities 8b-12
• Test Selection Creates Field Activities Based on an Algorithm 8b-13
• Review Questions 8b-14
• Summary 8b-15
• 8c Devices Inventory and Testing: Asset Inventory
• Learning Objectives 8c-2
• Stock Location Tracking 8c-3
• Stock Location 8c-4
• Stock Location Characteristics 8c-5
• Asset Stock Location History 8c-6
• Asset Stock Location History ERD 8c-7
• Default Location for SP Removals 8c-8
• Manually Changing an Asset’s Stock Location 8c-9
• Practice 8c-1: Review Stock Location and Asset Location History 8c-10
• Review Questions 8c-11
• Summary 8c-12

Meter Reading

• Learning Objectives
• There are Many Sources of Meter Reads
• Meter Read ERD
• Meter Read Remarks Can Trigger Other Events
• Trends and Estimated Consumption
• Consumption Estimation Is in a Plugin
• Important Estimation Concepts
• How Does MR EST TREND Work?
• An Example: Estimating Consumption for February
• An Example: Estimating Non-Peak Consumption
• An Example: Estimating Peak Consumption
• Trend ERD
• Ensuring a Statistically Significant Sample
• Trend Is Updated in Batch
• Read Type and High or Low
• High and Low Limits Are Calculated in a Plugin
• High and Low Check Plugin
• High and Low Factor ERD
• Failing High and Low, and Use on Bill
• Reviewing Readings That Failed High and Low Checks
• Practice 9-1: Add a Meter Read
• Review Questions
• Summary

Route Management, Meter Read Upload, and Field Activity Upload

• Learning Objectives
• Important Service Cycle Concepts
• SP Type Controls the Number of Cycles on a Service Point
• Single Service Cycle SPs
• Single Service Cycle ERD
• SPs Also Need a Route and Sequence
• Renumbering Service Points in a Route
• Transferring a Route
• Practice 10-1: Examine the Service Cycle and Route on Your SPs
• Downloading Meter Read Routes
• Downloading Meter Read Requests
• When Cycle and Route Frequency Differ
• The Three Download Batch Processes
• Process MSR: Create MR Schedule Routes
• Process MDS: Create Download Staging
• Process MDL: Create Download Flat File
• The Source of the Batch Control
• Summary: Meter Read Download ERD
• The Service Cycle Schedule Is Also Used by Billing
• Practice 10-2: Examine Schedule Read Dates
• Meter-Read Upload Process
• The Upload Processes
• Process X: Populate Upload Staging
• Process MUP1: Populate Meter Config
• Process MUP2: Create Meter Reads
• The MR Upload Has Other Uses
• Purging Upload Records
• Practice 10-3: Examine a Meter Read Upload Record
• Another Way to Add Reads
• Demo Database Contains a Sample Transaction
• Find a Scheduled Date for a Route Zone
• See Service Points in a Route for a Scheduled Selection Date Zone
• See Register Reads in a Route for a Scheduled Selection Date Zone
• Multi-Cycle Service Points
• Multiple Service Cycles
• Waste Collection Background Information
• Multi-Service Cycle ERD
• Waste Collection Scenario 1
• Waste Collection Scenario 2
• The Three Download Batch Processes
• Service Route Download ERD
• Field Order Upload and Completion
• Field Order Completion Details Can Be Uploaded
• Step Types Supported by the Batch Completion Process
• The Upload Processes
• Process X: Populate Upload Staging
• Processes MUP1 and MUP2: Create Reads
• Process FACOMPL: Complete Field Activities
• Process FACOMPL: Complete Field Activities – Errors
• Purging Upload Records
• Uploading “Generic” Step Types
• Review Questions
• Summary

Financial Transactions

• Learning Objectives
• FTs Determine an Account’s Balance
• Source of FTs
• Bill Segments Create FTs
• Payment Segments Create FTs
• Adjustments Create FTs
• Practice 13-1: Explore Mark Brazil’s Financial Transactions
• Current Balance Versus Payoff Balance
• Every FT Contains Current Amt and Payoff Amt
• Practice 13-2: Financial Balances
• Examples When Current Balance Does Not Equal Payoff Balance
• The General Ledger (GL)
• GL Details
• Examples of FTs Without GL Details
• Debt Age
• How Old is the Debt?
• Specific Days are Shown on Several Transactions
• Arrears Date
• Arrears Date is Typically Populated by Billing
• Practice 13-3: Aged Debt
• FT Creation Algorithms
• FT Algorithms Control how FTs are Created
• FT Status
• Important Peripheral Effects
• FTs Affect More Than Balances
• The GL Interface
• Updating the General Ledger
• The GL Download Processes
• Process GLASSIGN
• Process GLS: Prepare FTs for Download
• Process GLDL: Create Download Flat File
• Practice 13-4: View a Financial Transaction
• Balance Control
• Overview of Balance Control
• The Balance Control Batch Processes
• Process BCGNEW: Create a New Balance Control Group
• Process BCASSIGN: Assign New FTs a Balance Control Group
• Process BCGSNAP: Insert Balance Control Members and Check
• Financial Integrity
• Review Questions
• Summary
• 14aBilling
• Learning Objectives 14a-2
• Checkpoint 14a-3
• A Bill Contains Charges for Services 14a-4

An Account Must Have a Service Agreement for Every Service That Is Billed 14a-5

• SA Type Controls Everything 14a-6
• What’s a Bill? 14a-7
• Definitions 14a-8
• Bill ERD 14a-10
• Bill Lifecycle 14a-11
• Bill Cycles Control Batch Billing 14a-12
• Most Bills Are Produced in Batch 14a-13
• Bill Cycles 14a-14
• Window Billing 14a-15
• Other Bill Cycle Schedule Functions 14a-17
• How an Account Gets its Bill Cycle 14a-18
• If the SP’s Meter-Read Cycle Changes 14a-19
• Practice 14a-1: Examine Your Account’s Bill Cycle 14a-20
• Bill Segments Are Created by Calling Plugins 14a-21
• Bill Segment Creation Algorithms 14a-22
• Bill Segments for Consumption-Oriented Services 14a-23
• Get Consumption Is First 14a-24
• Bill Segment Consumption Snapshot ERD 14a-25
• Creating Estimated Reads 14a-26
• Estimating Earlier Than the Schedule Allows 14a-27
• Creating Bill Segments by Applying a Rate 14a-28
• Rated Bill Segment ERD 14a-29
• An Aside: Bill Segments Are Snapshots 14a-30
• Multiple Bill Segments May Be Created 14a-31
• Controlling Bill Segment Creation Order 14a-32
• Control Processing Sequence 14a-33
• Processing Sequence on SA Type 14a-34
• Review: Bill Segment Financial Transactions 14a-35
• Review: Bill Segments’ FTs 14a-36
• Practice 14a-2: Create a Bill for Your Account 14a-37
• Bill Segment Start and End Dates 14a-38
• Metered SAs Are Special 14a-39
• Time Period Derivation for Non-Metered Service 14a-40
• Use a Bill Period to Derive the End Date 14a-41
• Anniversary Date 14a-42
• The Default – Current Business Date 14a-43
• Preventing Short Bill Segments 14a-44
• More to Come 14a-45
• Bill Segment Lifecycle 14a-46
• Freeze at Bill Completion 14a-48
• Errors 14a-49
• Classic Errors 14a-50
• Bill Segment Errors 14a-51
• Bill Segment Remarks 14a-52
• Bill Errors 14a-53
• Errors After The Window Closes 14a-54
• Prioritize To Do Entries Based on When Bill Cycle Window Is Closing 14a-55
• Bill Completion 14a-56
• Bill Lifecycle 14a-57
• Bill Completion is Intensive 14a-58
• SA Type Pre-Completion Algorithms 14a-59
• Customer Class Pre-Completion Algorithms 14a-60
• Bill Due-Date Calculation ERD 14a-61
• LPC Computation – Levying Charges 14a-62
• Late Payment Charge – Manual Intervention 14a-64
• Bill Routings 14a-65
• Bill Routing ERD 14a-66
• Route Method 14a-67
• Four Potential Mailing Addresses ERD 14a-68
• An Aside: Reprints 14a-69
• Customer Class Bill-Completion Algorithms 14a-70
• SA Type Bill-Completion Algorithms 14a-71
• Messages can be Linked to a Bill or Bill Segments 14a-72
• Messages with Variables 14a-75
• A Bill Summarizes Financial Transactions 14a-76
• All New FTs will be Swept onto the Bill 14a-77
• Customer Class Post Completion Algorithms 14a-78
• Practice 14a-3: Freeze the Bill Segments and Complete the Bill 14a-79
• Overriding Billed Consumption 14a-80
• Overriding SQs and Items 14a-81
• Bill Download 14a-82
• Review: Bill Routing ERD 14a-83
• Postal Routing 14a-84
• Marking a Routing Record with a Batch Control and Run 14a-85
• Process POSTROUT: Create Download Flat File for Postal Routing 14a-86
• Configurable Bill Print Extract 14a-87
• Bill Print Extract Record Types 14a-88
• How is the XML Extract Constructed? 14a-89
• Extending the XML Extract 14a-90
• Bill-Print Intercept 14a-91
• Online Bill and Bill Segment Display 14a-92
• UI Interlude 14a-93
• Bill Summary Differs for Open-Item Customers 14a-94
• Bill Segments Differ for Accounts with Many Service Agreements 14a-95
• Bill – Bill Segment for Large Accounts 14a-96
• Other Places Where Bills Are Displayed 14a-97
• Financial Information Dashboard Zone 14a-98
• Online Bill Image 14a-99
• Bill Info Is Constructed by a Plugin 14a-100
• Warning: Demo Portals and Zones Ahead 14a-101
• Bill History Zone on Control Central 14a-102
• Bill Segment Calc Lines Zone 14a-103
• View Bill Zone 14a-104
• SA Billing History Portal 14a-105
• SP Consumption Summary Portal 14a-107
• Practice 14a-4: Examine a Large Bill 14a-108
• Bill Print Groups 14a-109
• Bill ERD 14a-111
• Bills Are Presented in the Customer’s Language 14a-112
• Bill Segments Produced by Applying a Rate 14a-113
• When the Flat File is Created, the Language Tables Are Accessed
• to Download Language Dependent Values 14a-114
• Reporting a Bill 14a-115
• Reopening a Completed Bill 14a-116
• Mass Reopen 14a-118
• How to Avoid Reopening 14a-119
• Freezing and Completing 14a-120
• Closing Bills 14a-121
• Closing Bills (… Bill Segments, really) 14a-122
• Sequential Bill Numbers 14a-123
• When Sequential Bill Numbers are Assigned 14a-125
• Correcting Bills 14a-126
• Correction via Cancellation 14a-127
• Different Correction Methods 14a-129
• The Cancel/Rebill Method 14a-131
• Cancel Only 14a-132
• Online Cancel / Rebill 14a-133
• Mass-Cancel an Entire Batch 14a-134
• Automatic Cancel Rebill 14a-135
• Automatic Cancel Rebill: An Example 14a-137
• Credit Notes 14a-138
• Online Credit Note Creation 14a-139
• Correction Notes 14a-140
• Online Correction Note Creation 14a-141
• Bill Segment Remarks 14a-142
• Cancellations Prior to Completion 14a-143
• Practice 14a-5: Cancel/Rebill the Electric Bill Segment 14a-145
• Other Types of SA Have Other Types of Bill Segment Creation Plugins 14a-146
• Checkpoint 14a-147
• Billable Charges 14a-148
• Billable Charges may have Bill Lines 14a-150
• A Different Bill Segment Creation Algorithm 14a-151
• Billable Charge ERD 14a-152
• Billable Charges with Consumption 14a-153
• Billable Charges with Service Quantities 14a-154
• Billable Consumption ERD 14a-155
• Billable Charge Bill Segment ERD 14a-156
• Billable Charge With Read Details 14a-157
• Billable Charge Read Details 14a-158
• Billable Charge Read Details ERD 14a-159
• Billable Charge Line Characteristics 14a-160
• Billable-Charge Line Characteristics ERD 14a-161
• Billable Charge Templates and Start Options 14a-162
• Billable Charge Templates Save Typing 14a-163
• How are Billable Charge Templates Used? 14a-164
• Practice 14a-6: Add a Billable Charge for Yourself 14a-165
• Billable Charge Upload or Billable Consumption Upload 14a-166
• Billable Charge Upload Overview 14a-167
• The Upload Processes 14a-168
• Process X: Populate Upload Staging 14a-169
• Process BCU1: Populate and Validate SA ID and Line Details 14a-171
• Process BCU2: Create Billable Charge 14a-172
• Purging Upload Records 14a-174
• Strict and Wait Options 14a-175
• Recurring Charge Service Agreements 14a-176
• Recurring Charge SAs 14a-177
• Recurring Charge Bill Segment ERD 14a-179
• More to Come 14a-180
• Review Questions 14a-181
• Summary 14a-182
• 14bPart 2: Off Cycle Bill Generator
• Learning Objectives 14b-2
• Financial Transactions on Bills 14b-3
• Off Cycle Bill Generator Overview 14b-4
• Off Cycle Bill Generator ERD 14b-5
• Off Cycle Bill Generator Lifecycle 14b-6
• Creating the Bill 14b-7
• Practice 14b-1: Examine the Off Cycle Bill Generator Business Object 14b-8
• Off Cycle Bill Generator Portal 14b-9
• Standard Bill Page 14b-10
• Off Cycle Bill Generator Query Portal 14b-11
• How to Access the Off Cycle Bill Generator Portal 14b-12
• How to Create an Off-Cycle Bill Generator 14b-13
• Realigned Standard Bill Page Functions 14b-15
• Practice 14b-2: Create an Off-Cycle Bill 14b-16
• Review Questions 14b-17
• Summary 14b-18
• 14cBilling Part 3: Usage Requests
• Learning Objectives 14c-2
• Not Applicable to All Implementations 14c-3
• Integration Overview 14c-4
• BPEL Orchestrates the Transformation and Load of Payloads Between
• CCB and MDM 14c-5
• Billing Creates Usage Requests 14c-6
• MDM Responds with Bill Determinants (or Errors) 14c-7
• The Usage Object Generates a Bill Segment 14c-8
• Billing for Service Agreements That Require Bill Determinants (BD) 14c-9
• Usage Requests Are Not for Meters Only 14c-10
• SA Type Controls Everything 14c-11
• Get Consumption 14c-12
• Scalar Processing Details 14c-15
• Interval Processing Details 14c-16
• Usage Request Example 14c-17
• Bill Segment Creation 14c-18
• Practice 14c-1: Examine the SA Type Configuration for BD-Oriented SAs 14c-21
• Usage Business Objects 14c-22
• Usage ERD 14c-24
• Usage Request Business Object Lifecycle 14c-25
• Creating the Outbound Message 14c-30
• External Message Configuration 14c-31
• Practice 14c-2: Review the Usage Business Objects 14c-32
• User Interface 14c-33
• Usage Request Portal (Request) 14c-34
• Usage Request Portal (Response) 14c-35
• Usage Interval Data Overlay 14c-36
• Usage Request Portal (Exceptions) 14c-37
• Usage Request Log 14c-38
• Standard Bill Segment Page 14c-39
• Usage Request Query Portal 14