Oracle Utilities: C2M v2.9.0.0 Functionality for Implementers Ed 1 LVC

Oracle Utilities Customer to Meter Overview

• Learning Objectives
• Solution Overview
• Customer to Meter: Application Components
• Functional Areas
• Preview of Course Topics
• The Format of This Course
• Before We Start
• The Documentation
• Additional Resources
• Caveats
• 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
• Message
• 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

Control Central, 360° Search, and Entity Relationship Diagrams

• Learning Objectives
• Practice 3-1: Log On to Customer to Meter
• Control Central
• Find a Customer and Premise
• The Dashboard
• Dashboard + Account Information = Complete View of the Customer
• Practice 3-2: Use Control Central, Portals, and Zones
• Customer 360 Portal
• Customer 360 Portal Zones
• Customer 360 – Program Enrollment Zone
• Customer 360 Portal Zones: Customer Insights Zone
• Customer 360 Portal Zones: Customer Activity History
• Customer 360 Portal Zones: Financial Details
• 360°Search and View
• 360°Search
• 360°View Has Separate Portals For Each Object
• Practice 3-3: Use the 360 Search and View a Device
• Practice 3-4: Use Page and Portal Maintenance Dialogs
• Entity Relationship Diagramming Standards
• Entity Relationship Diagramming (ERD)
• ERDs Represent Tables and Relationships
• Color-Coding Highlights Subsystem Where Table’s Rows Are Typically Maintained or Type of Data
• Color-Coding Used to Group Tables into Logical Subsystems
• ERDs Highlight Important Business Relationships
• Relationships Between Entities Are Highlighted
• Dashed Lines Represent Columns on Entities with Predefined “Lookup”
• Values
• Review Questions
• Summary

Customer Information – Part 1

• Learning Objectives
• Customer Information Overview
• Customer Information
• The ‘V’
• Customer = Person and Account
• Practice 4-1: Find a Customer in Control Central
• Person Concepts
• Important Person Concepts
• Person ERD
• Practice 4-2: Add a Person and Account from Control Central
• Person Contacts
• Practice 4-3: Add a Person Contact
• Account Concepts
• Important Account Concepts
• Account ERD
• Customer Contacts
• Customer Contact: Overview
• Customer Contact ERD
• Customer Contacts Trigger To-Do Entries
• Customer Contacts Trigger Letters
• Letter Images
• Practice 4-4: Add a Customer Contact
• Premise and Service Point
• The ‘V’
• Important Premise Concepts
• Premise ERD
• Practice 4-5: View and Add a Premise
• Service Point Basics
• Devices Are Installed at Service Points
• Service Points Have Installation Events
• Installation Events Reference Device Configurations
• Device Exchanges
• Device Exchanges and AMI Transitions
• Service Point Type
• Service Points Behave Like Other Master Data Objects
• Service Point Type – Service Point Category
• Practice 4-6: View a Service Point Type and Add a Service Point
• Service Points and Meters
• Metered Service Points
• Service Points and Items
• Single Item Service Points
• Multi-Item Service Points
• Service Point Hierarchy
• Measurement Cycles
• Measurement Cycles and Manually Read Meters
• A Measurement Cycle Has Routes and a Schedule
• Measurement Cycle Batch Processes
• Process D1-CMCS: Create Pending Measurement Cycle Schedule Routes
• Process D1-CSPSR: Create Pending SP Measurement Cycle
• Schedule Routes
• Process D1-PSPSR: Process Pending SP / Measurement Cycle Schedule
• Route Records
• Measurement Cycle Route Management
• Route Management
• Route Management: Searching for Service Points
• Route Management: Assigning Sequence Numbers to Service Points
• and Renumbering
• Route Management: Renumbering Service Points
• Route Management Transferring Service Points Between Routes
• Deregulated Markets
• Different Relationship Types In Different Markets
• Network Locations
• Network Locations Overview
• Facilities
• Network Locations
• Switching Network Locations
• Service Points and Facilities
• Account Security
• Account Security: Overview
• Securing Persons
• Securing Premises and Service Points
• Data Access Groups and Roles
• An Account’s Access Group
• More Account Security Information
• Starting Service
• The ‘V’
• Accounts and Service Agreements
• Creating Service Agreements Through Start Service
• Start Options Control Default Values
• Practice 4-7: Start Service at Your Premise
• Important Service-Oriented Concepts Still to Come
• Review Questions
• Summary

Assets

• Learning Objectives
• Asset Locations
• Overview: What Are Locations?
• Organizations
• Organization Attributes
• Out of Service Locations
• Assets and Out of Service Locations
• Out of Service Location Attributes
• Organizations and Out of Service Locations
• Asset Locations
• Asset Location: Electric Residential Service Point
• Asset Location: Non-Service Point Locations
• Asset Locations and Service Points
• Assets and Asset Locations: Installed vs. Attached
• Asset and Asset Locations
• Assets
• What Are Assets?
• About Specifications
• Asset Specifications
• Specification Attributes
• Peer Specifications
• Manufacturers
• About Assets
• Assets and Devices
• Asset Attributes
• Admin Data: Asset Types
• Assets and Devices
• Asset and Device Configuration Synchronization
• Asset and Device Configuration Synchronization – Items
• Practice 5-1: View an Asset
• Practice 5-2: Create an Asset
• Components
• About Components
• Sample Component: Gas Meter Faceplate
• Component Attributes
• Admin Data: Asset Type
• Asset Disposition
• About Asset Disposition
• Asset Disposition and Location
• Asset Disposition and Lifecycle Status
• Asset Disposition: Examples
• Asset Disposition and Install Events
• Shipping Memo
• Shipping Memo Category
• Service History
• About Service History
• Creating Service History Records
• Service History Attributes
• Admin Data: Service History Types
• Example: Asset Inspections
• Service History Questionnaire
• Asset Activities
• Overview: Asset Activities
• About Activities
• Types of Activities
• Activity Attributes
• Admin Data: Activity Type
• About Completion Events
• Completion Event Attributes
• Admin Data: Completion Event Type
• Activities and Completion Events: Ad-Hoc and Local/Scheduled Activities
• Outbound Activities
• Outbound Messages
• Admin Data: Outbound Message Types
• Inbound Communications
• Inbound Communication Attributes
• Inbound Communication Attributes: Completion Events
• Admin Data: Communication Type
• Outbound Activity Processing Overview
• Asset Activity Generators
• Overview: What are Activity Generators
• Activity Generators
• Types of Activity Generators
• Activity Generators
• Activity Generators and Activities: Ad-Hoc and Local or Scheduled Activities
• Activity Generator Attributes
• Activity Generator Templates
• Asset Receipt Inspection
• Overview
• Overview: What is Asset Receipt Inspection
• Asset Replication
• Asset Replication Activity Attributes
• Replicating Assets
• Asset Inspection
• Mass Asset Disposition Update
• Using Mass Asset Disposition Update
• Configuration Report
• Configuration Report – Overview
• Configuration Report – Functionality Overview
• What Is a Configuration
• What Is a Configuration Class
• “Communicate To” Location-To-Location Relationship
• Valid “Communicate To” Location Types
• Base Configuration Classes
• Configuration Report Overview
• Configuration Report Example: Criteria
• Configuration Report Example: Result
• Configuration Report Example: Notes
• Configuration Criteria Activity Generator Overview
• Activity Generator Refresher
• A New Way To Create an Activity Generator
• Additional Activity Generator Criteria
• Summary

Devices and Measuring Components

• Learning Objectives
• Device and Measuring Component Basics
• Device and Measuring Components
• Device versus Measuring Component Attributes
• What A Measuring Component Measures
• Scalar versus Interval Measuring Components
• Practice 6-1: View Existing Device and Measuring Components
• Changing Measuring Component Attributes over Time
• Reconfiguring Devices
• Measuring Components And Measurements
• Measuring Components and Measurements
• Subtractive versus Consumptive Measuring Components
• Interval Measuring Components
• Scalar Measuring Components
• Interval and Scalar Measuring Components 0n a Single Device
• A Note About Initial Measurements (IMDs)
• Admin versus Master Data
• Master Data versus Admin Data
• Practice 6-2: View Device and Measuring Component Admin Data
• Device-Oriented Tables and Maintenance Objects
• Types Of Measuring Components
• Setting Up Admin Data
• Practice 6-3: Create a “Manual Read” Traditional Scalar Meter
• Items
• Items Overview
• Items Overview: Badged vs. Unbadged Items
• Device – Item
• Admin Data – Item Types
• Device Type – Item Type
• Device Type Service Quantity
• Item (Device) Configurations and Configuration Types
• Measuring Component Level Communication Modules
• Measuring Component Level Communication Modules – Example
• Review Questions
• Summary

Field Work and Service Order Management

• Learning Objectives
• Overview
• Service Order Management
• Field Activities
• Field Activities – Overview
• Field Task Types
• Example Field Task Type
• Limit Field Work by Service Point Type
• How do Field Activities Work?
• How Do Field Activities Work?
• Example Field Activity
• Field Activity Processing
• Manually Completing Field Activities
• Pass-Through Field Activities
• Field Activity Communications
• Communications and Communication Types
• Outbound Communications
• Outbound Communications and External Applications
• Outbound Communications and Processing Methods
• Sample Outbound Communication
• Outbound Communications: Passing Additional Data
• Inbound Communications
• Inbound Communications and Inbound Web Services
• OUAF Components
• OUAF Components Outbound – External Systems
• OUAF Components Outbound – Message Senders
• OUAF Components Outbound – Outbound Message Types
• OUAF Components Inbound – Inbound Web Services
• Completion Events
• Sample Completion Event
• Service Order
• What is a Service Order?
• Purpose of a Service Order (Orchestration)
• Understanding Service Orders
• Service Orders – Child Activities
• Example Service Order
• Service Order Activity Types
• Service Order Activity Processing
• Evaluating Service Point and Device
• Creating Specific Activities – Evaluating the Service Point’s State
• Creating Specific Activities – Creating the Activity
• Updating Devices
• Update Device Algorithms
• Canceling or Updating Service Order Activities
• A Closer Look: Enable Service
• Enable Service – Functional Overview
• Enable Service – “Are SP and Device Ready?” State Algorithms
• Customer Processes and Service Orders
• Field Activity Requests
• Field Activity Request Types and Service Order Activity Types
• Mapping Field Activity Request Types to Service Order Activity Types
• Practice 7-1: Examine the Field Activity Request
• Practice 7-2: View Enable Service Activity
• Practice 7-3: Create an Inbound Communication
• Practice 7-4: Re-Examine the Field Activity Request that was Created Earlier
• Appointment Booking Process Overview
• Appointment Booking Process
• Summary
• Appendix
• Enable Service: “Are SP and Device Ready?” Algorithms
• Enable Service: Customer-Device Compatibility Check – Algorithm Logic
• Enable Service: Connect SP and/or Install Device – Algorithm Logic
• Enable Service: Connect SP and/or Install Device – Algorithm Soft Parameters
• Enable Service: Connect Device – Algorithm Logic
• Enable Service: Connect Device – Algorithm Soft Parameters
• Enable Service: Check for Measurement – Algorithm Logic
• Enable Service: Update US/SP’s Override Start Date Time for Enable
• Service – Algorithm Logic

Customer Information – Part 2

• Learning Objectives
• Service Agreements
• The ‘V’
• 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 through SPs
• Some SAs Are Not Linked to Premises
• Service Agreement ERD
• Activating Pending Start Service Agreements
• Service Agreement States
• Activating Pending Start Service Agreements
• Practice 8-1: Activate Your Service Agreement
• Practice 8-2: Explore a Service Agreement
• Usage Subscriptions
• The ‘V’
• Subscribing To Usage (Bill Determinants)
• Multiple Service Points and Measuring Components
• Usage Subscription Types
• Usage Subscriptions Behave Like the Other Master Data Objects
• Practice 8-3: View Your Usage Subscriptions
• Alerts
• The Alerts Zone
• The Control Central Alert Plug-In Spot
• Jurisdictions
• Jurisdictional Rules
• Division = Jurisdiction
• Multiple Jurisdictions
• Other Features
• Account/Person Replicator
• 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
• Message-Based vs. Template-Based Notifications There are two
• notification formats:
• Push vs. Subscription Notification Types There are two notification types:
• 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
• Practice 8-4: Investigate a Notification Preference
• Master Configuration
• 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
• 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
• Review Questions
• Summary

Measurements and Scalar VEE

• Learning Objectives
• Examples: Interval vs. Scalar Measurements
• Measurement Basics
• Initial Measurements vs. Final Measurements vs. Usage
• VEE Is Discussed Later
• Interval Initial Measurements Create Final Measurements
• Pre-VEE and Post-VEE Quantities
• Measurement Conditions
• Updating Final Measurements
• Final Measurements and Derived Values
• Deriving Other Values
• Derived Values
• Scalar/Interval Measurements, Initial Measurements, and Final Measurements
• Interval versus Scalar Measuring Components
• Scalar Measuring Components
• IMDs for Subtractive Measuring Components
• Practice 9-1: Examine Scalar Measurement Data
• The Source of Initial Measurements
• IMDs Interfaced from External Systems
• IMDs Loaded Real-Time By Supplying an XML Document
• IMDs Created by Functions
• Estimations
• IMDs Created To Estimate Consumption
• Estimating for at Billing Time for Traditionally Read Scalar MCs
• Estimation Parameters for Daily Scalar MC Types
• Detecting Missing Final Measurements
• Scalar Measurements – User Interface
• Scalar Measurements – User Interface Screens
• User Interface to Create and Update Scalar Readings
• Creating and Updating Scalar Readings
• Creating Scalar Readings
• Updating Scalar Readings
• Creating Scalar Readings – Multiple Registers
• Creating and Updating Scalar Readings – New Initial Measurements
• Reader Remarks
• Meter Reader Remarks – Overview
• Meter Reader Remarks – Process Overview
• Creating Meter Reader Remarks – Scalar Initial Measurements
• Creating Meter Reader Remarks
• Creating Reader Remarks – Reader Remark Types
• Reader Remark Processing
• Reader Remark Processing – Execute
• Reader Remark Processing – Complete
• Searching and Viewing Reader Remarks
• Measurement Tables and Maintenance Objects
• Validation, Editing, and Estimation (VEE) Overview
• The VEE Process
• Critical Validations Occur Before VEE
• Reprocessing Critical Validation Failures
• Applying Multipliers
• And One Last Phase Before VEE
• A VEE Group Contains VEE Rules
• Eligibility Criteria
• Base Package VEE Rules
• VEE Rules – Decision Making Rules
• VEE Rules – Validation Rules
• VEE Rules – Estimation Rules
• Practice 9-2: Examine a VEE Group
• VEE Tables and Maintenance Objects
• Practice 9-3: Create Initial Measurement Data and Final Measurements
• Review Questions
• Summary

Integrations

• Learning Objectives
• Business Flags
• Business Flags: Analytics Insights Integration
• Business Flags
• Business Flags: Business Flag Types
• Business Flags: Standard Names
• Business Flags: Lifecycle Processing
• Business Flags: Example
• Business Flags and the 360°View
• Service Investigative Orders
• Service Investigative Orders: Overview
• Service Investigative Orders: Process Overview
• Creating Service Issue Monitors
• Creating Service Issue Monitors: Triggering Events
• Service Issue Monitor Triggering Events: Device Events and Device
• Event Type
• Service Issue Monitor Triggering Events: VEE Exceptions and
• Exception Type
• Service Issue Monitor Triggering Events: Failed Commands and
• Activity Type
• Creating Service Issue Monitors: Service Issue Monitor Types
• Service Issue Monitor Types: Evaluation Criteria
• Service Issue Monitor Types: Evaluation Criteria – Multiple Criteria
• Service Issue Monitor Types: Completion Criteria
• Service Issue Monitor Types: Discard Rules
• Service Issue Monitor Types: Service Investigative Orders
• Service Issue Monitor Processing
• Service Issue Monitor Processing: Pending
• Service Issue Monitor Processing: Analyzing Service Points
• Service Issue Monitor Processing: Processed
• Searching and Viewing Service Issue Monitors
• Service Investigative Order Activities
• Searching and Viewing Service Investigative Orders
• Configuring Service Investigative Orders
• DataConnect
• Overview
• DataConnect Overview
• DataConnect Data Extracts
• Master Data Extracts
• Billing Data Extracts
• Billing Data Extracts: Business Objects
• Billing Data Extracts: Pre-Processing Algorithms
• Consumption Extracts
• Initial Load Extracts
• Incremental and Ongoing Extracts
• Historical Correction Extracts
• Consumption Extract Requests
• Admin Data: Request Types
• Admin Data: Consumption Extract Types
• Consumption Extract Request Query Portal
• Consumption Extract Request Portal
• Consumption Extract Request Portal: Attachments
• Extract Files
• Sample Extract Files
• Data Extracts and Export
• Overview
• Types of Extracts and Exports
• Configurable Consumption Extract
• Configurable Consumption Extract – Interval Snapshot Mapping Records
• Configurable Consumption Extract – Consumption Extract Type
• Configurable Consumption Extract – Consumption Extract Requests
• Generalized Data Export
• Specialized Data Export
• Measurement Data Export
• Measurement Data– Data Export Control Records
• Measurement Data Export – Batch Controls
• Initial Measurement Data (IMD) Header Export
• IMD Header Export – Data Export Control Records
• IMD Header Export – Batch Controls
• Customer Self Service
• Rate Compare Overview
• Rate Compare: Process Overview
• Self-Service Master Configuration: Rate Compare Configuration
• Usage Adjustment Factors
• Usage Adjustment Factors: Profile Measuring Components
• Rate Comparisons and Usage Subscriptions
• Rate Comparisons and Usage Subscription Types
• Usage Transaction: Calculation Mode and Usage Adjustment Profiles
• Profile Accumulation Usage Rules
• Creating Usage Adjustment Profiles: Summary
• Rate Comparison Example: Existing Usage Transaction
• Rate Comparison Example
• Summary
• 10b C2M Consolidated Maintenance
• Customer to Meter Consolidated Maintenance and Data Mapping 10b-2
• Oracle Utilities Customer to Meter Application Components 10b-3
• Deployment Options 10b-4
• Main Interactions Between Application Components 10b-6
• Master Data Model 10b-8
• Oracle Utilities Customer to Meter Specific Functionality 10b-9
• Oracle Utilities Customer to Meter Master Configuration Summary of Internal
• Interaction Configuration 10b-10
• Multiple Merged Maintenance Types 10b-11
• Merged Maintenance: Combined User Interfaces 10b-12
• Internal Synchronization 10b-13
• External Synchronization 10b-15
• Data Audit Maintenance 10b-16
• Lookup Value Mapping 10b-17
• Transactional Data Mapping 10b-19
• Usage Requests and Usage Transactions 10b-20
• Field Activity Requests and Service Order Activities 10b-21
• Summary 10b-22

Payload Processing – Native Implementations

• Objectives
• Standard Payload Format Processing
• Native Implementations Payload Processing Overview
• Cloud Service Payload Processing Configuration
• Key Rings and Key Pairs
• Creating Key Rings and Key Pairs
• Object Storage Locations
• File Storage Configuration Extendable Lookup Values
• Head End Systems
• Adapter Extendable Lookups
• SGG Payload Processing Configuration
• Payload Processing Batch Controls
• Payload Processing Batch Control Parameters
• Itron OpenWay Payload Processing
• Upload Statistics Activities
• What are Upload Statistics Activities
• How Upload Statistics Activities are Created
• Suppressing Upload Statistics Activities
• Searching and Viewing Upload Statistics Activities
• Filtering Usage and Device Events
• Custom Payload Format Processing Using the Adapter Development Kit
• Adapter Development Kit Custom Payload Processing
• Custom Payload Processing Overview
• Oracle Utilities Meter Data Framework Processing
• Payload Parser Processing
• Payload Transformer Processing
• Payload Processing User Exit Interceptor Scripts
• Payload Processing User Exit Interceptor Scripts – Parser Script
• Payload Processing User Exit Interceptor Scripts – Transformer Script
• Configuration Steps
• Sample Implementation
• Summary

Financial Transactions

• Objectives
• Financial Transaction Basics
• Determining an Account’s Balance
• Source of Financial Transactions
• Bill Segments
• Payment Segments
• Adjustments
• Practice 12-1: Mark Brazil's Financial Transactions
• Current Balance Versus Payoff Balance
• Current Amount and Payoff Amount
• When Current Balance Does Not Equal Payoff Balance
• The General Ledger (GL)
• General Ledger Details
• Examples of Financial Transactions Without GL Details
• Debt Age
• How Old is the Debt?
• Specific Days Shown on Several Transactions
• Arrears Date
• Arrears Date Typically Populated by Billing
• Practice 12-2: Mark Brazil's Aged Debt
• Financial Transaction Creation Algorithms
• Financial Transaction Algorithms
• Financial Transaction Status
• Important Peripheral Effects
• Financial Transactions Affect More Than Balances
• Practice 12-3: View a Financial Transaction
• The GL Interface
• Updating the General Ledger
• The GL Download Processes
• Process GLASSIGN
• Process GLS: Prepare Financial Transactions for Download
• Process GLDL: Create Download Flat File
• Practice 12-3: View a Financial Transaction
• Balance Control
• Overview of Balance Control
• 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

Usage and Billing

• Objectives
• Billing Basics
• A Bill Contains Charges for Services
• A Service Agreement for Every Service That Is Billed
• Service Agreement Types
• What’s a Bill?
• Definitions
• Bill ERD
• Bill Lifecycle
• Bill Cycles Control Batch Billing
• Batch Bill Creation Process
• Bill Cycles
• Window Billing
• Other Bill Cycle Schedule Functions
• How an Account Gets Its Bill Cycle
• If the Service Point’s Meter-Read Cycle Changes
• Practice 13-1: View Your Account's Bill Cycle
• Billing and Usage Requests
• Usage Requests
• Bill Segments are Created by Calling Plug-Ins
• Bill Segment Creation Algorithms
• SA Type Attributes
• Get Consumption is First
• Get Consumption
• Scalar Processing Details
• Interval Processing Details
• Usage Request Example
• Bill Segment Creation is Next
• Bill Segment Creation
• Rated Bill Segment ERD
• An Aside: Bill Segments are Snapshots
• Controlling Bill Segment Creation Order
• Control Processing Sequence
• Processing Sequence on Service Agreement Type
• Review: Bill Segment Financial Transactions
• Review: Bill Segments’ Financial Transactions
• Practice 13-2: Examine the SA Type Configuration for Bill Determinant-Oriented
• Service Agreements
• Usage Business Objects
• Usage ERD
• Usage Request Business Object Lifecycle
• Usage User Interface
• Usage Request Portal (Request)
• Usage Request Portal (Response)
• Usage Request Portal (Exceptions)
• Usage Request Log
• Standard Bill Segment Page
• Usage Request Query Portal
• Practice 13-3: Review the Usage Business Objects
• Practice 13-4: Create a Bill for Your Account
• Practice 13-5: View a Usage Request
• Bill Segment Start and End Dates
• Metered Service Agreements
• Time Period Derivation for Non-Metered Service
• Use a Bill Period to Derive the End Date
• Anniversary Date
• The Default – Current Business Date
• Preventing Short Bill Segments
• More to Come
• Bill Segment Lifecycle
• Freeze at Bill Completion
• Errors
• Classic Errors
• Bill Segment Errors
• Bill Segment Remarks
• Bill Errors
• Errors After The Window Closes
• Bill Completion
• Bill Lifecycle
• Bill Completion Is Intensive
• Customer Class Pre-Completion Algorithms
• Service Agreement Type Pre-Completion Algorithms
• Bill Due-Date Calculation ERD
• Late Payment Charge Computation – Levying The Charge
• Late Payment Charge – Manual Intervention
• Bill Routings
• Bill Routing ERD
• Route Method
• Four Potential Mailing Addresses ERD
• An Aside: Reprints
• Customer Class Bill-Completion Algorithms
• Service Agreement Type Bill-Completion Algorithms
• Messages Linked to a Bill or Bill Segments
• Messages with Variables
• A Bill Summarizes Financial Transactions
• All New Financial Transactions Swept onto the Bill
• Customer Class Post-Completion Algorithms
• Bill Download
• Review: Bill Routing ERD
• Postal Routing
• Marking a Routing Record with a Batch Control and Run
• Process POSTROUT: Create Download Flat File for Postal Routing
• Configurable Bill Print Extract
• Bill Print Extract Record Types
• How is the XML Extract Constructed?
• Extending the XML Extract
• Bill-Print Intercept
• Online Bill and Bill Segment Disp