Utilities starter pack

Overview

This documentation lists all scenarios defined in the Utilities starter pack. To use a starter pack, ensure that you have already completed the steps in Use a starter pack.

Manage customer data

Test scenariosC2M/CCS prerequisiteService type
Create a person and accountNone
  • API
Add person characteristicsAdded person in the previous scenario

  • API
Add a person of relationship type of roommate to an accountExisting person or account
  • API
Remove person characteristicsExisting person

  • API
Maintain customer information - life support/phone/email/mailing addressExisting person
  • API
Maintain customer info- remove life support alertExisting person
  • API
Change mailing address to personExisting account

  • API
Change mailing address to account overrideExisting account

  • API
Change mailing address to mailing premise on accountExisting account

  • API
Maintain customer account information - financial responsibilityExisting account

  • API
Add copy of bill & bill routeExisting account

  • API
Maintain customer information - add autopayExisting account

  • API
Maintain customer information - remove autopayExisting account

  • API
Add Premises - residential or commercial

  • API
Delete premiseExisting premise

  • API
Update premiseExisting premise

  • API
Update premise characteristicsExisting premise

  • API
Change a premise type on an existing premiseExisting premise
  • API

Establish service

Test scenariosC2M/CCS prerequisiteService type
Add a Service Point - Electric/Water/ Gas/RefuseExisting premise
  • API
Delete a service pointExisting premise

  • API
Update service point - device locationExisting service point
  • API
Update service point - SP instructionExisting service point

  • API
Manual change of service point, service route, and sequenceExisting service point
  • API
Disconnect service pointExisting service point
  • API
Deactivate service pointExisting service point

  • API
Start SA on a premise not linked to any account, with current date Start SA on a premise not linked to any account, with future dateExisting person, account, service point

  • API

Device Management

Test scenariosC2M/CCS prerequisiteService type
Manually Add a Device to SP - Water Residential/Water CommercialExisting service point and device configuration
  • API
Install a Device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing install event

  • API
Remove install event [CCS]Existing install event
  • API
Turn off or remove a device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing install event

  • API
Configure a device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing device and configuration
  • API
Install a device - Water Analog Meter/Water Smart Meter/Water AMR Meter [C2M]Existing install event
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Update install event - Remove deviceExisting install event

  • API
Update install event - Turn off deviceExisting install event

  • API

Financial management

Test scenariosC2M/CCS prerequisiteService type
Add bill cycle to an accountExisting account
  • API
Add bill message to an accountExisting account

  • API
Add bill intercept to accountExisting account
  • API
Remove bill intercept to accountExisting account

  • API
Add copy of bill and bill routeExisting account
  • API
Enter a bill after date on an account that is scheduled to billExisting account
  • API
Change budget bill amount manuallyExisting service agreement

  • API
Create account alert - protected bill cycleExisting account
  • API
Generate a first bill
Generate a bill - Final Bill (with Balance Owed)
Generate and complete a manual bill - Deposit
Generate and complete a manual bill - First Bill for Account greater or equal to X days
Generate and complete a manual bill - First Bill for Account less than X days
Existing bill
  • API
Add bill message - to a billExisting bill

  • API
Delete a pending bill - Bill Segments in Freezable status
Delete a pending bill - Bill Segments in Error status
Existing bill

  • API
Cancel a billExisting bill

  • API
Reopen a completed online billExisting bill

  • API
Reopen a bill and add an adjustmentExisting bill

  • API
Rebill bill segmentExisting bill segment

  • API
Delete bill segment
Delete bill segment in freezable status
Existing bill segment

  • API
Process payments - Process Customer PaymentsExisting account and payment tender

  • API
Distribute payment
Payment distribution
Existing payment
  • API
Cancel a paymentExisting payment
  • API
Misapplied payment - Transfer paymentExisting payment
  • API
Apply adjustment
Add an adjustment
Existing service agreement
  • API
Cancel an adjustment
Cancel a transfer adjustment
Existing adjustment
  • API

Credit and collections

Test scenariosC2M/CCS prerequisiteService type
Start collection processExisting account with debt and service agreement
  • API
Cancel a collection processExisting account with debt and service agreement

  • API
Change or update a collection event informationExisting account with debt and service agreement
  • API
Add a collection eventExisting account with debt and service agreement

  • API
Delete a collection eventExisting account with debt and service agreement
  • API
Start severance processExisting account with debt and service agreement
  • API
Cancel a severance processExisting account with debt and service agreement

  • API
Change a severance eventExisting account with debt and service agreement

  • API
Add a severance eventExisting account with debt and service agreement
  • API
Start the write-off processExisting account with debt and service agreement
  • API
Cancel a write-off processExisting account with debt and service agreement
  • API
Add, change, or delete write-off processExisting account with debt and service agreement
  • API