Order Management and Agreements
This process manages the creation, tracking, and modification of orders, ensuring proper activation and traceability throughout the processs.
Contract / Sales Document Generation
Integrates with Wattyo Document Composer, ensuring regulatory compliance and enabling the digital or physical distribution of contractual documents.
Automates the generation of contracts and sales documents based on the selected configuration.
The image displays an example of a preconfigured utility contract document template.
These templates are used in real-time to generate documents for attachment to the contract request and other related processes.
The image displays the generated document control component, where the contract document created with Wattyo Document Composer is attached to the contract request.
Additionally, the document status is shown as signed, as it has been sent to the customer via Notification Manager, integrated with the Signaturit provider.
These preconfigured settings are included out-of-the-box in the product.
For more information on document generation and template configuration, visit Wattyo Document Composer
Order or Contract Request Tracking
Supports integration with logistics systems for enhanced tracking and management.
Monitors the status of each order from creation to completion, providing real-time visibility and ensuring deadline compliance.
Offers dashboard views with key performance indicators (KPIs).
The image displays an example of a report designed to track the progress of a contract request, providing visibility into its status and deadlines.
New Service / Contract Request
Allows the creation of new contract or service requests, preloading relevant information to streamline the contracting process.
Ensures all data is correctly captured, preventing activation rejections.
Applies the contract term calculation rules defined in the Catalog Management process.
*Modification Order**
Manages modifications to existing contracts, allowing changes in terms, products, and technical features.
Ensures traceability by generating new contract versions.
Administrative Modification Order
Handles modifications that do not require versioning, applying them directly to the current contract version.
Includes administrative adjustments or minor updates without altering the contract structure.
Service Termination Order
Manages contract termination requests, validating information and coordinating service disconnection with the distributor when necessary.
Updates termination status, assesses required actions, and evaluates the implications of service termination.
Coordinates joint termination processes if additional linked services exist.
Contract Ownership Transfer Order
Processes ownership transfer requests for existing contracts, ensuring a smooth transition while complying with legal regulations.
This type of request originates as a modification of an existing contract for a customer who is not the assigned owner in the contract request.
Typically requires the termination of the previous contract and the creation of a new one, unless contract versioning (subrogation) applies.
May result in either a new contract or an update of existing contract details.
Orders for Vulnerable Customers
Ensures the proper management of requests for customers in vulnerable situations, applying special conditions and guaranteeing their rights and benefits.
The contract request is linked to a vulnerability evaluation request, meaning the contracting process can only proceed once the evaluation is complete and the conditions have been confirmed.
This model is supported by Wattyo BPE.
Retailer Change Management
Facilitates customer transitions between retailers, ensuring proper coordination with the distributor through the Switching process.
The request originates as a contract modification, changing the destination retailer, which may require a new commercial product and configuration.
This modification results in the creation of a new contract (version 1) due to the change in retailer.
Validates information and keeps the customer informed about the process status.
Order Cancellation
Supports distributor coordination via Switching, applying either a direct cancellation or a cancellation request sent to the distributor, depending on whether the contract request was already forwarded to the distributor.
Enables order cancellations, ensuring that validation conditions are met before processing the cancellation.
Manages customer communication regarding the cancellation.
The image displays the configuration for the possible cancellation of a contract request, specifically in cases where the request has already been submitted to the distributor. This configuration ensures proper validation and handling of the cancellation process according to the status of the request.
Supply Disconnection and Reconnection Order Management
Integrates with the Switching process to ensure the correct execution of these orders and manages impact events related to payment reconciliation.
Manages supply disconnection and reconnection orders due to administrative reasons or customer requests.
In the preconfigured batch process for outstanding debt review, the system identifies overdue payments and, if necessary, triggers a supply disconnection request, forwarding it to the distributor.
Additionally, once a payment regularization is recorded for a disconnected service, the system automatically generates and processes a reconnection request, sending it to the distributor.
