Start Service
Billing
Stop Service
Service Orders
CRM Soup
100
Start service can be future date how many days in advance?
Customers can future date a start date 90 days in advance.
100
How many steps are within the Life Cycle of a Bill?
(Five) - Creation of Meter Reading Order, Entry of Meter Reading Data, Billing, Invoicing, Bill Printout,
100
True/False: A Move-Out is a request to stop or begin energy service with DTE Energy
False - A Move Out is a request to stop/end energy service with DTE Energy
100
What is a service order
A Service Order capture service request information provided to field representatives to execute an activity associated with the BP or premise.
100
True or False: A U.S. mailing address and a foreign mailing address are added using the same process within CRM
False
200
Provide the definition of a Move-In
A Move-In is a request to start utility service for a Business Partner
200
True/False: The creation of a Meter Reading Order is the first step of the Life Cycle of a Bill?
True
200
From the navigation menu, on the left hand side which category do you select to begin a move out?
Contract Management
200
True/False: Upon successfully creating a service order an Interaction Record is automatically created.
True
200
Provide the definition of a Business Partner
A BP is a person (organization or vendor) doing business with DTE
300
When displaying the identification screen of a Business Partner, clicking what button will allow you to search for a new premise
What is the Un-confirm button
300
Name the types of "documents" needed to create a printed bill
What are Bill Documents and Print Documents
300
When creating a move out, what information must be entered in the Order Contact field?
What is the Telephone Number
300
Name two examples of a service Order type that sends a field representative to a premise
Move In (NO AMI), Move Out, Electric Outage, Gas Leak,
300
From the navigation menu, on the left hand side which category do you select to view a payment listing?
What is the Payment tab
400
Within the Customer Information section of a Move-In, what information is displayed? Where does this information populate from?
What is the Caller's Name and Order Contact(phone number). Defaults from the business partner number
400
Explain the validation process a meter read goes through
The validation process is when, a meter read goes through a process of checks and balances to confirm the meter reading doesn't exceed high/low limits
400
Provide 3 Advisements that display when processing a move out.
One employee will be out to stop both electric and gas service. Thank you for ensuring someone 18 years of age is available. Will you make sure our employee can get access to the meters by removing any items or make a path. If you have pets, please secure them. For Greater Michigan, we will call ahead when we are on our way.
400
From within the Create Service Order screen, a service notification can be directly created by entering what code?
What is the MAT Code – Maintenance Activity Type
400
The Overview Work Center contains information on 5 overview screens, name 3
Business Partner Overview, Contract Account Overview, Premise Overview, Billing Overview, Account Balance Overview,
500
True/False: Always create a new business Partner number before processing a Move-In
False!! Always check for an existing BP number before creating new
500
When is a meter reading considered to be failed?
Meter reads that do not pass validation are considered "implausible" and must be corrected or released before they can be billed
500
What information should always be obtained during a Move Out/Stop Service (list all that apply)?
Forwarding Address, Telephone Number
500
Which notification type and task would you select for a customer request for a meter re-read?
Check Read Customer/Read-Call Center
500
DAILY DOUBLE$$ Name 8 areas of the Web-IC Screen
Identification, Customer Info, Alerts, Navigation Menu Bar, Scratch Pad, Work Area, Communication, Collaspe & Expand Navigation <