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Notes
Orders
Misc
Navigation/Terms
Service Assurance
100
Are the 3 different Note Types in Siebel CRM.
What are: -Billing Account Level -Asset Level -Order Level
100
We always need to click Customize if we clicked this button to start our order.
What is the Modify button?
100
After you make changes to "Pick" numbers you must press these buttons to make the changes take into efffect.
What are: -Synchronize -Refresh
100
Is the name of the new Billing System.
What is Siebel CRM?
100
You must always do this before creating an order.
What is check for Open or Pending Orders?
200
Are the two examples of Order Level Notes
What are: -Waive the Hardware Activation Fee -Credit Checks
200
Is the sequence required when breaking a Buddy relationship.
What are: -Rate Plan change on the Buddy phone to an individual plan -Product Change on the Primary phone to deselect the Primary Buddy Talk - Primary product
200
Are the two different type of adjustments processed through CRM (aside from OCCs.)
What are: -Billing Account Level -Post Billed Line Item Level
200
Is the Tab within the Product Configurator where you will add a Corporate Discount Product.
What is the Admin tab? (which is within the Add-Ons Tab)
200
When you enter into an order you must always do this first. (After you have clicked Modify, and you are in the order)
What is fill out the Order Header?
300
Are the steps required to add a Billing Account Level Notes in Siebel CRM. (you are already on the Billing Account)
What are: -Click the Notes tab (half way point across the screen) -Click New etc...
300
Is the selection you choose for the Order Action Reason when processing a Device ID Change (Customer was sent a Retention Loaner Phone)
What is Repair Replacement?
300
!!!DOUBLE JEOPARDY!!!
Are 3 things you can change within the Billing Profile tab. What are (3 of:) -Pre-Auth -Divert -Enter the Care Of... -Return Envelope -Order Duplicate Invoices
300
You must be at this level within Siebel to create a new Billing Account.
What is the Customer Account Level?
300
Is an example of when you would use a "Special" as opposed to clicking the Modify button to initiate the order.
What are: -Suspend -Resume -New --> Adding a Master Rate Plan -Disconnect --> Removing a Master Rate Plan
400
Is the cut off date for notes that are being Migrated from Virtuoso to Siebel CRM.
What is January 1, 2007?
400
Is an example of when you would use a "Special" button to process an order.
What is (one of:) -Suspend -Resume -New --> Creating a Master Rate Plan -Disconnect --> Removing a Master Rate Plan
400
Is the Case you must query for each of the following in: 1. Rate Plan by Promotional Name 2. Financial Institution Name 3. Service Agreement
What are: 1. Proper Case 2. Proper Case 3. Upper Case
400
Is where you will prevent a Non-SAP managed account from being charge Late Payment
What is the Exemption Profile Tab within the Profile Tab?
400
After clicking Done in the Product Configurator, you must do this step before Saving and Submitting?
What is Expanding the Line Items and reviewing the Action column?
500
Are the steps required when adding an Asset Level Note into Siebel CRM from the Service Summary Screen.
What are: -Click the Service ID hyperlink -Click the Service ID hyperlink again -Click the Notes tab -Click New etc...
500
Is the sequence of orders required when changing an Account with 3 units on the Family Time plan to a Buddy Plan.
What are: -Rate Plan Change on the 3rd MDN -Transfer the 3rd MDN to a different BA -Rate Plan change on the Primary unit and add the Primary Buddy Talk - Primary Product -Rate Plan change to change the Buddy unit -Disconnec the Master Rate Plan change
500
Are the steps required to create a new Billing Account.
What are: -From the Customer Account Level -Click "New Wireless" within the Account Heirarchy appley -Click "New" within the Billing Profile tab (in the newly created Billing Account) -Update the Bill Cycle -Click the Validate button
500
Is how you would issue a Post Billed Line Item Adjustment.
What is -Invoice Profile -Click the Bill number hyperlink -Highlight the appropriate MDN -Highlight the charge line -Click the dollar value hyperlink -Highlight the specific charge line -Fill out the adjustment applet -Enter the amount (if different from the default in the applet below in the Adjustment Request field) -Click Submit
500
You are required to do this extra step when processing a Rate Plan Change on Migrated data in Siebel CRM.
What is confirm that there was been a completed Customized Modified Order processed on the account? (If not, do one)