Oracle Utilities: CC&B v2.9.0.0 Overview Ed 1

Introduction to Customer Care and Billing

• Learning Objectives
• Basic System Architecture
• Architecture Summary
• Oracle Utilities Application Framework
• System Scope
• The ‘V’ Diagram
• Quiz
• Practice 1-1: Logging into Customer Care and Billing
• Control Central
• The Anatomy of All Pages
• Practice 1-2: Exploring the Anatomy of all Pages
• Practice 1-3: Viewing Objects in the Object Display Area
• Quiz
• Search and Navigation
• Control Central
• Control Central Search Facilities
• Find a Customer and Premise
• Practice 1-4: Searching within Customer Care and Billing
• The Dashboard
• Dashboard + Account Information = Complete View of the Customer
• Navigating Customer Care and Billing
• Practice 1-5: Navigating Customer Care and Billing
• Control Central Tree Functionality
• Practice 1-6: Navigating Using Control Central Trees
• Menu and Admin
• Practice 1-7: Navigating Using Menu and Admin
• Quiz
• Unified Search
• Customer 360 Portal
• Customer 360 Portal Zones
• Portals and Zones
• Portal Overview
• Portals Versus Fixed Pages
• Practice 1-8: Navigation Using Portals and Zones
• Extending Customer Care and Billing Functionality
• Quiz
• Summary

Maintaining Customer Information

• Learning Objectives
• The Person and Account Objects
• The ‘V’
• Customer = Person and Account
• Important Person Concepts
• Practice 2-1: Exploring the Person
• Quiz
• Important Account Concepts
• Practice 2-2: Exploring the Account
• Quiz
• Practice 2-3: Adding a Person and Account
• Premise and Service Point
• Important Premise Concepts
• Practice 2-4: Exploring the Premise
• Important Service Point Concepts
• Metered Service Points
• Badged Item Service Points
• Unbadged Item Service Points
• Two Ways to Handle Area Lights: Badged or Unbadged
• Practice 2-5: Exploring the Service Point
• Quiz
• Practice 2-6: Adding a Premise with Service Points
• The Service Agreement
• Important Service Agreement Concepts
• An Account Must Have a Service Agreement For Every Service That Is Billed
• Some SAs Are Linked to Premises through SPs
• Some SAs Are Not Linked to Premises
• Practice 2-7: Exploring the Service Agreement
• Quiz
• Most Service Agreements are Created through Start Service
• Two SAs, Each Linked to a Single SP
• Start Options Control Default Values
• Service Agreement States
• Activating Pending Start SAs
• Practice 2-8: Starting Service
• Important Stop Service Concepts
• Customer Contacts
• Customer Contact Overview
• Practice 2-9: Adding a Customer Contact
• Summary

Meters and Meter Reads

• Learning Objectives
• Meters
• Review: Service Points Define Services at a Premise
• Review: There are Three Types of Service Points
• Review: Metered Service Points
• Meter ERD
• A Meter’s Registers
• Register Attributes
• Practice 3-1: Exploring the Meter
• Practice 3-2: Adding Meters into Inventory
• Practice 3-3: Searching for Meters
• Meter Reads
• Important Meter Read Concepts
• A Configuration’s Registers
• Subtractive Versus Consumptive Registers
• Meter Read ERD
• Practice 3-4: Exploring Meter Reads
• Practice 3-5: Viewing Historical Meter Reads
• Important SP/Meter Installation Concepts
• Adding Meter Reads
• Practice 3-6: Searching for Meters
• Quiz
• Summary

Field Activities

• Learning Objectives
• Field Activities
• Important Field Activity Concepts
• Field Activities
• Field Activity ERD
• Field Activity State Transition
• Practice 4-1: Exploring Field Activities
• Practice 4-2: Completing a Pending Field Activity
• Activating Pending Start Service Agreements
• Practice 4-3: Activating Pending Start Service Agreements
• Quiz
• Summary

Financial Transactions

• Learning Objectives
• Financial Transactions
• Important Financial Transaction Concepts
• FTs Determine an Account’s Balance
• Current Amount and Payoff Amount
• Current Balance Versus Payoff Balance
• When Current Balance  Payoff Balance
• Financial Transaction Status
• FTs Affect More than Balances
• Practice 5-1: Determining Current and Payoff Balances
• How Old Is the Debt?
• Practice 5-2: Determining Debt Age
• Practice 5-3: Viewing Historical Financial Transactions
• Practice 5-4: Exploring the Financial Transaction Page
• Quiz
• Bills and Bill Segments
• Important Billing Concepts
• Bill ERD
• Definitions
• Bill Lifecycle
• Practice 5-5: Creating a Bill Online
• Bill Segments Create FTs
• Practice 5-6: Examining a Bill Segment’s Financial Transactions
• Bill Segment Lifecycle
• Bill Segment Lifecycle Descriptions
• Practice 5-7: Freezing Bill Segments and Completing the Bill
• Practice 5-8: Canceling and Re-Billing a Bill Segment (Optional)
• Practice 5-9: Creating Another Bill Online
• Quiz
• Payment Events
• Important Payment Event Concepts
• A Payment Event Can Have many Payments and Tenders
• Payment Segments Create FTs
• Practice 5-10: Exploring a Payment Event
• Practice 5-11: Adding a Payment Event
• Practice 5-12: Searching for Payments and Tenders
• Quiz
• Additional Payment Topics Covered in Other Oracle University Courses
• Adjustments
• Important Adjustment Concepts
• Adjustments Create FTs
• Practice 5-13: Adding an Adjustment
• Quiz
• Summary