Service Shifting

Types of Service Shifting

1. Shifting Connection
2. Relocation of Meter/Line/Pole/Transformer
Process Steps
 Enter customer’s BP No. on “Account Id” – Click “Search”
 Click “Create Request” – “ Create Shftng. Of Conn. Request”
 Fill:-
o Description Field
o Select Category at “Category 1” field
o Select “Meter Reading Unit”
o Document Check list - Identification Proof, Supplementary
Document and Test Report
o Save
 Edit – Click “Attachment” - Browse – Open – Attach – Save
 Click “Print Preview” – Payment made at FICA (Cashier)
 Edit – Change status to “TF Required”, Go to Parties Involved , Select
“Estimator” – Enter “Name” – Save
 Edit – Change status to “Estimator Assigned for TF” – Save
 Edit – Change status to “TF OK” – Save
 Edit – Change status to “Inspection Required” – Go to Parties Involved
– Approval – Select “Inspector” – Enter Name – Save
 Edit – Change Status to “Inspection OK” – Save
 Click “Create Follow-up” :-
o At “Activity/Labor Cost Field Click “New” – Activity Popup Box
– From the list of activities select them as per Estimation – Enter
“Unit”.
o At Item – Click “Product” Popup Box – Enter 1* on Product Id –
Click “Search” – Select estimated materials – Enter “Quantity”.
o Click “Calculate” - Save
 Edit – Change status to “Approval Required” - Go to Parties Involved
– Click “Approval” – Enter “Name” – Save

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  Go to Roles – Click role “ZESERVICEPRO – Request Approval” –
Click the request found on Work Task Flow – Click “Approval” or
“Rejection” – Click “Execute Decision”.
 Go to Quotation – Refresh it – Click “More” – Print Preview – Cost of
estimation sheet and Demand Note - Payment Made at FICA (Cashier).
 Here @ Identification Service Orders, “Shifting of Meter Order” is
generated.
 Based on the Order generated, materials will be issued (@ MM) and the
shifting work completed. After completion of work by Technicians at
ECC, status at CRM changed in to “Service Order Completed” and
then “Process Completed”.

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