Introduction

 

 

When scoping in Utilities in C4C a new ‘Utility’ Work Center is made available in addition to new utility facets on the customer view.

 

The ‘Utilities’ Work Center has 3 tabs:

  • Customer Search
    • Here we search for customers based on many specific utility attributes.
  • Premise Search
    • If the starting point for the inquiry is the premise, then starting the search here is possible.
  • Contract Account Search
    • Here you can directly search for Contract Accounts.

 

/wp-content/uploads/2016/09/workcenter_1_1032384.png

 

 

 

As visualized above, after finding what you are looking for, clicking on the result link will bring the user to the respective detailed view.

This will provide the user with detailed information as well as access to relevant processes to be performed.

 

Below is a short overview of:

  • What it is possible to search by
  • What view you can select to go to
  • What utility specific facets are available on these views

 

 

This is not a detailed information on all views or a list and description of the processes available. For a more detailed description of each of the views and processes, you can access the C4C Admin Guide – LINK.

 

IF THE PICTURES ARE NOT CLEAR – THEN JUST CLICK ON THEM AND THEY WILL APPEAR IN ORIGINAL QUALITY.

Overview of Customer Search

 

/wp-content/uploads/2016/09/2016_09_08_14_20_41_1032412.png

 

Under a the ‘Customer’ and ‘Address’ section we have the more general fields, but it is also possible to search using very utility specific fields like invoice number, device (meter) number, Service Order number and Point of Delivery (POD) number.

 

When executing the search we get a result list:

 

/wp-content/uploads/2016/09/2016_09_08_15_03_49_1032420.png

 

 

The above result list provides further information as well as 2 links. One link to the Customer and one link to the Contract Account.  If we click on the Customer, this will open the Customer Work Center.

 

 

/wp-content/uploads/2016/09/2016_09_08_15_17_18_1032421.png

 

 

 

On the customer view, there is four utility specifics facets:

  • Utilities 360
  • Utilities Financial
  • Utilities Service Orders
  • Utilities Contracts

 

 

Each of these facets provides further detailed information as well as the possibility to kick of relevant processes.

 

 

 

Overview of Premise Search

 

/wp-content/uploads/2016/09/2016_09_08_15_24_25_1032430.png

 

 

For the Premise search the focus is on the actual sites and the search criteria’s are all focused on address information and attributes like building/apartments. The same logic for the result list as before:

 

/wp-content/uploads/2016/09/2016_09_08_15_28_38_1032441.png

 

 

Further details for the Premise and Connection Object. If you click on the Premise link, this will bring you to the Premise view.

 

/wp-content/uploads/2016/09/2016_09_08_15_31_01_1032437.png

 

 

On the Premise view we have an additional 3 facets:

  • Overview (further details of the Premise)
  • Connection Details (information about Installation and Meters
  • Tickets – these are C4C Service Tickets

 

Each of these facets provides further detailed information as well as the possibility to kick of relevant processes.

 

Overview of Contract Account Search

 

/wp-content/uploads/2016/09/2016_09_08_15_39_43_1032439.png

 

 

The Contract Account search have added search attributes specific for Contract Accounts, Account Class, Dunning Procedure etc. The result list contains the detailed information and makes it possible to go either to the Contract Account view or to the Customer view, for that Contract Account.

 

 

/wp-content/uploads/2016/09/2016_09_08_15_42_47_1032442.png

 

 

When we searched for the Customer above we went to the Customer view, so here we will select the Contract Account and go to the Contract Account view.

 

/wp-content/uploads/2016/09/2016_09_08_15_45_22_1032440.png

 

Her we have 3 addiitonal facets:

  • Contracts (information on all IS-U contracts)
  • Locks (locks performed on the Contract Account)
  • Sales Quotes (this is the C4C Sales Quote

 

As mentioned in the beginning. For a more detailed view of this, please have a look at the administration guide – LINK

To report this post you need to login first.

Be the first to leave a comment

You must be Logged on to comment or reply to a post.

Leave a Reply