PINNACLE 6 – Add Subscriber (Individual), Inventory, Recurring Charge, One Time Charge andService Process

At MicroSoft Windows screen:

  1. Login into Pinnacle 6 following login process

To verify if a subscriber name exists before adding them to Pinnacle

  1. Click on Subscribers (at top of form)
  2. Clickon Subscribers (in blue)
  3. Tab toFirst Name and Last Name
  4. Click on Search

To add a new subscriber (individual) – See Page 5 for example of adding new subscriber screen

  1. Click on Subscriber (at top of form)
  2. Click on Create (at top of form)
  3. Tab toFirst nameand enter
  4. Tab to Last nameand enter
  5. Tab to Departmentand enter number of department
  6. Tab to Subscriber Group field
  7. Enter appropriatesubscribergroup (i.e., ST Storrs or BR Branch)
  8. Tab to billing cycle field
  9. Enter appropriate billing cycle (i.e., Storrs or Branch)
  10. Click on Save

Note: A Pre Order is required to add a phone (service) – See Page 6 for example of pre order screen

  1. Scroll down to Work Orderslink (in lower blue bar)
  2. Click on Create Pre Order
  3. Tab to Type select RO (record work order)
  4. Tab to Action select ADD
  5. Tab to Add options
  6. Verify Add a Service is checked off. If not, Click mouseon box to select
  7. Click on OK
  8. Tab to New Service link (in blue bar mid-screen) See Page 7 for example of screen
  9. Click on Assign
  1. Click on Create Service
  2. Clickon Next
  3. Clickonradial button forVoice(at lower end of list)
  4. Clickon Nextlocated next to Voice
  5. Enter phone number desired (if known or can select specific status such as Available, Dormant, etc)
  6. Clickon Search
  7. Clickon radial button for desired phone number
  8. ClickonNext
  9. Enter Assign Date (i.e., 6/1/2010) for the beginning date service assigned
  10. ClickonNext
  11. Click radial button of No Location
  12. ClickonNext
  13. Clickon Save

Note: Inventory (phone sets) can be added through Service Catalog

Exception to using Service Catalog for adding phones –

B012 – Branch locations (outside vendor used) so phones will be added through Recurring Charges– not through Service Catalog. Charges are handled differently for branches versus main campus.

  1. Scroll down to Service Catalog (in lower blue bar)
  2. Clickon Assign
  3. Clickon Search
  4. Click onbox for desired phone set
  5. Clickon Assign Checked

Note: Pre Order must be converted to add Recurring Charges, One Time Charges, Inventory (phone)

  1. Click on Assign
  2. Clickon Convert
  3. Clickon OK
  4. Go to Inventory (in blue bar at top)
  5. Click on Reserve
  6. Tab to Select(at Class prompt)
  7. Click on TP (Telephone) – in this case adding a phone set
  8. Click on OK
  9. Click on Next
  10. Click on Phone Set Desired
  11. Tab to Count field to verify number of sets is accurate
  12. Click on Next
  13. Tab to Select Technician to assign technician name (i.e., Cindy Desloge
  14. Click on Next
  15. Click on Pick Upnext to Reserve (in blue at middle of Inventory screen)
  16. Click onbox next to phone set being selected
  17. Click onNext
  18. Tab to Select Technician to assign technician name (i.e., Cindy Desloge
  19. Clickon Finish

See Page 8 for Inventory screen print when assigning Inventory to Subscriber

  1. Scroll to Assigned on Inventory Screen (in blue bar in middle of screen)
  2. Clickon InstalltoNew
  3. Clickon radial buttonfor phone being assigned
  4. Clickon Finish
  5. Click on Close
  6. Enter completion date (i.e., 8/10/2010)

Note: To enterRecurring charges. See Page 9 for example of Recurring Charge screen

  1. Click on Recurring (in blue bar at top of form)
  2. Clickon Assign Charge
  3. Enter Charge Code (i.e., VM – Voice Mail)
  4. Enter Assign Date (date service to begin)
  5. Clickon Save

To enter additional Recurring charge(s), follow steps 69 – 72

Note: To enter One Time Charge(s). See Page 10 for example of One Time Charge screen

  1. Click on One Time (in blue bar at top of form)
  2. Clickon Assign Charge
  3. Enter Charge Code
  4. Tab to Charge (under Pricing)
  5. Enter Charge
  6. Tab to Assign Date
  7. Enter Date (i.e., 6/1/2010)
  8. Click on Save

To enter additional One Time Charge(s), follow steps 74 – 80

Verify services added such as Inventory, Recurring Charges and One Time Charges added to this subscriber.

To verify these charges/services

Scroll to Inventory, Recurring Charges and One Time Charges (in blue bars below to see the charges/services added for this subscriber). May need to expand service by clicking on +(plus sign)next to service to see detail.

Example of Subscriber Profile screen

Example of Creating Pre Order to add new subscriber

Example of Pre Order profile with subscriber information

Example of Inventory screen after Pre Order has been converted to a Service Order

Example of Recurring Charge Profile screen

Example of One Time Charge profile screen

Draft – 8/10/10Page 1