Oracle Utilities: Customer To Meter v2.9.0.0 Overview LVC

Module 1: Introduction to Oracle Utilities Customer to Meter

• Learning Objectives
• Overview of Customer to Meter (C2M)
• Oracle Utilities Customer to Meter Solution
• Basic System Architecture
• Architecture Summary
• Oracle Utilities Application Framework
• The “V” Concept
• Quiz
• Getting Started with C2M
• Logging into Customer to Meter
• Anatomy of All Pages
• Viewing Objects in the Object Display Area

Module 2: Navigation, Search, and User Interface

• Search and Navigation Overview
• Control Central
• Control Central Search Facilities
• Finding a Customer and Premise
• Dashboards and Customer Views
• The Dashboard
• Dashboard + Account Information = Complete Customer View
• Navigation Techniques
• Navigating Customer to Meter
• Control Central Tree Functionality
• Menu and Admin Navigation
• Unified Search
• Practices:
• Searching Within C2M
• Navigating Using Control Central Trees
• Navigating Using Menu and Admin
• Quiz

Module 3: Portals, Zones, and 360° Views

• Customer 360 Portal Overview
• Portal Basics
• Portal Zones and Zone Patterns
• Explorer Zone Layout
• Broadcasting and End-User Filters
• Dragging and Dropping Zones
• Work Management
• Work Lists
• Working the List
• Starting Business Processes
• 360° Search and View
• 360° Search
• 360° View and Object-Specific Portals
• Practice: Using 360° Search to View a Device
• Quiz
• Summary

Module 4: Maintaining Customer Information

• Learning Objectives
• Person and Account Objects
• Customer = Person + Account
• Important Person Concepts
• Important Account Concepts
• Customer Creation
• Adding a Person and Account
• Practices and Quizzes

Module 5: Premises, Service Points, and Service Agreements

• Premise and Service Point Overview
• Important Premise Concepts
• Service Point Types:
• Metered Service Points
• Item-Based Service Points
• Single-Item Service Points
• Multi-Item Service Points
• Service Agreements
• Service Agreement Concepts
• Relationship Between Accounts, Premises, SPs, and SAs
• Creating Service Agreements via Start Service
• Service Agreement States
• Usage Subscriptions
• Activating Pending Start Service Agreements
• Customer Contacts
• Customer Contact Overview
• Adding Customer Contacts
• Summary

Module 6: Devices and Assets

• Learning Objectives
• Devices Overview
• Measuring Components
• Device vs. Measuring Component Attributes
• UOM, TOU, and SQI
• Scalar vs. Interval Measuring Components
• Device Configuration
• Measuring Component History
• Device Reconfiguration
• Assets
• Assets Overview
• Assets and Location
• Assets and Devices
• Adding Assets into Inventory
• Quiz
• Summary

Module 7: Fieldwork and Service Order Management

• Learning Objectives
• Service Order Management Overview
• Field Activities Overview
• How Field Activities Work
• Field Activity Communications
• Service Orders
• What Is a Service Order?
• Orchestration of Customer Processes
• Field Activity Requests
• Hands-On Activities
• Examining and Completing Field Activities
• Activating Pending Start Service Agreements
• Quiz
• Summary

Module 8: Measurements

• Learning Objectives
• Measurements Overview
• Important Measurement Concepts
• Initial, Final, and Usage Measurements
• Scalar vs. Interval Measurements
• Managing Measurements
• Viewing Historical Measurements
• Adding and Updating Scalar Measurements
• Creating Measurements for Multiple Registers
• Practices
• Quiz
• Summary

Module 9: Financial Transactions and Billing

• Learning Objectives
• Financial Transaction Concepts
• Account Balances: Current vs. Payoff
• Financial Transaction Status
• Billing
• Bills and Bill Segments
• Billing Concepts and ERD
• Bill Lifecycle
• Bill Segment Lifecycle
• Freezing, Completing, Canceling, and Rebilling
• Practices and Optional Exercises
• Quiz

Module 10: Payments and Adjustments

• Payment Events Overview
• Payment ERD
• Payments, Tenders, Payors, and Payees
• Creating and Searching Payments
• Adjustments
• Adjustment Concepts
• Adjustment ERD
• Adjustments and Financial Transactions
• Practices
• Quiz
• Summary