Compass (Vodafone) Mobile

This document will provide you with a step by step guide on how to provision a new mobile
connection with Vodafone through the Siebel application.

New Mobile Connection

To open Siebel, click on the link

https://www.siebelpartnerportal.vodafone.co.nz/nzdealers/start.swe?
SWENeedContext=false&SWECmd=Logoff&SWEC=1&SWEBID=-1&SWETS and log in.

Once you have logged in you will need to click on the ‘binoculars’ at the top of the right hand screen.

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This will then bring up a search area, where you will need to select ‘MSISDN’ from the dropdown
box. Then type ‘64280640640’ in the MSSIDN field and click ‘Search’.

You will then see the Compass Wholesale account appear as “Compass Communications Ltd’.

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To open the account, you will need to click on the MSISDN. This will now be displayed on the left of
the screen.

You will then need to click on the ‘Billing Accounts’ Tab along the top.

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You will then need to click on the ‘Query’ button.

Here you will need to enter “Compass*” in the ‘Name’ field and click on ‘Go’. This will then populate
the billing account. Please note you can ignore Tim Mitchell

This will now populate the billing account with the details you entered earlier. Here you will need to
click on the ‘New’ button to add a new package.

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In the new window, you will need to check the package that the customer has, highlight this and
click on ‘OK’.

This will then generate an Order Number. Now you have to allocate a SIM card to the order. To do
this you will need to click on the ‘Allocate SIM’ tab.

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On this section you will need to click on the ‘Query’ button and then enter the “SIM Serial’ number
in to the field.

You will then need to click on the ‘OK’ button and you will then see a message to confirm that it has
been created. Here you can then click on the ‘Allocate’ button.

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Now you will see that the number has been allocated to the order.

Next you will need to click on the ‘Allocate MISISDN’ tab and then on the ‘Query’ button.

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Now you will need to load up “Billing” and locate the customer. Here you will need to add the
‘Mobile’ product in the services menu.

Here you will need to click on the ‘Change’ button next to the ‘Current MSISDN’ field.

Here you will need to click on the ‘Search’ button

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An error window will appear which you can ignore and click on the ‘OK’ button to continue.

This will then populate the list below and you will need to search through the list until you see a
MSISDN that has the status as “Available”.

Once you have found one, you will need to select the number and click the ‘Allocate’ button.

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Now you will need to go back to Siebel and you can now enter the MSISDN number into the MSISDN
field and then click the ‘Go’ button.

Siebel will then display one of 2 results. If the number is available then you will see the number
allocated, else you will see nothing.

Number not available:

Please note: If the number is not available then you will need to go back to Billing and search for
another available number from the list and try again.

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If the number is available then you will need to click on the dropdown box and select ‘General’.

You will now need to click on the ‘Allocate MSISDN’ button.

Here you see the MSISDN allocated to the order. You will now need to click on the ‘Customize’
button.

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On this screen you will need to make sure that the order has a voice plan, which is located under
“Wholesale Options’. The next area to check is the ‘TXT Add-ons’, the only option here will be the
‘WholesaleTXT5000_3’. The last area to check is the ‘Data Wholesale Plan’, this will only need to be
selected if the customer is choosing a data add-on. This can be either of the following:

 500MB
 1000MB
 2000MB
 4000MB

If the customer does not choose a data add-on then they will be on the casual rate.

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Next you will need to click on the ‘Barring’ tab and tick the box ‘Vodafone Bars 0900 Calls’. Here you
can then click on the ‘Raise Order’ button.

Next you will need to select the ‘Reason Code’ from the drop down menu, which will be “Customer
Requested”. Then you will need to enter the billing account number / tracker reference in the
‘Comments’ field. Type the following as the ‘Salesperson’ VIJAPV before clicking on the ‘Calculate
Charges’ button.

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Once the changes have been calculated you will need to click on the ‘Submit Order’ button.

Once the order has been submitted you will need go back to Billing and allocate the MSISDN by click
on the ‘Allocate’ button.

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Once the number has been allocated it will now appear in the ‘Current MSISDN’ field.

Next you will now need to click on the ‘Change’ button underneath next to the ‘Current SIM’ field.

This screen will then pop up, where you will enter the ‘SIM Serial’ number of the SIM and click on
the ‘Search button.’ Please note that the SIM Serial will be displayed with an additional 89 number
at the beginning and 1 number at the end. This can be ignored.

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You can then click on the ‘Allocate’ button which will then take you back to the product screen.
Where you will see the SIM details added and you can choose the ‘Base Plan’ from the drop down
menu.

On the drop down list you will need to choose the correct plan that the customer is wanting. This
will be either:
 Staff Mobile
 Talk n Text
 Data Only

Once the ‘Base Plan’ has been selected, you will then need to select the ‘Add On Services’ below.

After you have selected the ‘Add On’, a new screen will appear. This example we have selected the
‘Talk n Text 1000’ add on. You will need to change the ‘Status’ to OPEN which will auto populate the
date (Current date) in to the field and then tick the box. Then you can click on the ‘Save’ button.

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You will then need to click on the ‘Save’ button on the product screen and this is the new connection
completed.

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Mobile Transfers

To open Siebel, click on the link

https://www.siebelpartnerportal.vodafone.co.nz/nzdealers/start.swe?
SWENeedContext=false&SWECmd=Logoff&SWEC=1&SWEBID=-1&SWETS and log in.

Once you have logged in you will need to click on the ‘binoculars’ at the top of the right hand screen.

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This will then bring up a search area, where you will need to select ‘MSISDN’ from the dropdown
box. Then type ‘64280640640’ in the MSSIDN field and click ‘Search’.

You will then see the Compass Wholesale account appear as “Compass Communications Ltd’.

To open the account, you will need to click on the MSISDN. This will now be displayed on the left of
the screen

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You will now need to click on the tab at the top called ‘Customer Account’.

Here you will need to click on the drop down box and select ‘New Query’

You will need to enter “Compass*’ into the ‘Name’ feidl and click on the ‘Go’ button to search for the
account.

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This will now display a list of number transfers at the bottom of the screen. In this section you will
need to click on ‘New’.

Here you will need to fill in the following fields;

 MSISDN – Customer Phone Nmber

 If Prepaid (PAYG)– Enter the SIM Serial Number
 If Post-paid (Monthly) – Enter the Account number (LSP)

You will need to click on the icon next to the ‘Billing Account’ field.

Select Compass from the pop up screen and click on ‘OK’.

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After clicking ‘OK’, you will then return to the previous screen and see that the field has been
populated. Then you will need to click on ‘Save’.

Here you will see the order has been added to the table below. You will need to click on the
‘Validate’ button.

Once you have validated the order you will see that the ‘Request Id’ has changed. You will need to
make a note of this number and then click on the ‘Save’ button.

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You will now need to click on the “Billing Account’ Tab.

Then click on the ‘Query’ button.

Then enter the name as ‘Compass*’. Click ‘Go’ to continue.

This will now populate the billing account with the details you entered earlier. Here you will need to
click on the ‘New’ button to add a new package.

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In the new window, you will need to check the package that the customer has, highlight this and
click on ‘OK’.

This will then bring you to the ‘Orders’ tab and you will notice that the Voice package has been
added below.

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You will now need to click on the ‘Allocate SIM’ tab at the bottom.

Here you will need to enter the serial number on the back of the SIM card into the ‘Serial’ field and
click ‘Go’

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You will then see that the SIM has been added / loaded to the account and the status should be
updated to ‘Received’. If it displays anything other, then re-check the Serial SIM and try again.

You will then need to click on the ‘Allocate’ button to add the SIM to the order. Please note that if
the ‘Allocate’ button is greyed out then the SIM has already been used.

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Once the SIM has been allocated you will see it in the table below.

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You will then need to click on the ‘Pending Transfer’ tab and click on the drop down list and select
“General’.

Once ‘General’ has been selected, you will need to click on ‘Query’ and then click on the ‘Allocate
MSISDN’ tab.

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Here you see the MSISDN allocated to the order. You will now need to click on the ‘Customize’
button.

On this screen you will need to make sure that the order has a voice plan, which is located under
“Wholesale Options’. The next area to check is the ‘TXT Add-ons’, the only option here will be the
‘WholesaleTXT5000_3’. The last area to check is the ‘Data Wholesale Plan’, this will only need to be
selected if the customer is choosing a data add-on. This can be either of the following:

 500MB
 1000MB
 2000MB
 4000MB

If the customer does not choose a data add-on then they will be on the casual rate.

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Next you will need to click on the ‘Barring’ tab and tick the box ‘Vodafone Bars 0900 Calls’. Here you
can then click on the ‘Raise Order’ button.

Next you will need to select the ‘Reason Code’ from the drop down menu, which will be “Customer
Requested”. Then you will need to enter the billing account number / tracker reference in the
‘Comments’ field. Type the following as the ‘Salesperson’ VIJAPV before clicking on the ‘Calculate
Charges’ button.

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Once the changes have been calculated you will need to click on the ‘Submit Order’ button.

Now you will need to submit a Porting Request through the Vodafone VIPMS Application. Once
logged in you will need to fill in the following details:
 Losing Service Provider
 Gaining Service Provider
 Gaining Service Provider Contact
 Gaining carrier
 Requested Port Date (dd-mm-yyyy) & Time (hh:mm)
 LSP Account Number
 Contact Name
 Contact Number
 Pending Transfer Request ID.

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If the customer has a Pre Pay (PAYG) account, you will only need to fill in the following:

 Losing Service Provider

 Gaining Service Provider
 Gaining Service Provider Contact
 Gaining carrier
 Requested Port Date (dd-mm-yyyy) & Time (hh:mm)
 Pending Transfer Request ID

You will then be required to tick the box down the bottom called ‘LSP Prepay’.

Once the details have been entered you can click on the ‘Submit’ button to complete the number
port request.

Once the order has been submitted you will need go back to Billing and port the MSISDN by ticking
the ‘Ported’ box’ and entering the ‘Ported MSISDN’ number.

Once the number has been added it will now appear in the ‘Current MSISDN’ field.

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Next you will now need to click on the ‘Change’ button underneath next to the ‘Current SIM’ field.

This screen will then pop up, where you will enter the ‘SIM Serial’ number of the SIM and click on
the ‘Search button.’ Please note that the SIM Serial will be displayed with an additional 89 number
at the beginning and 1 number at the end. This can be ignored.

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You can then click on the ‘Allocate’ button which will then take you back to the product screen.
Where you will see the SIM details added and you can choose the ‘Base Plan’ from the drop down
menu.

On the drop down list you will need to choose the correct plan that the customer is wanting. This
will be either:
 Staff Mobile
 Talk n Text
 Data Only

Once the ‘Base Plan’ has been selected, you will then need to select the ‘Add On Services’ below.

After you have selected the ‘Add On’, a new screen will appear. This example we have selected the
‘Talk n Text 1000’ add on. You will need to change the ‘Status’ to OPEN which will auto populate the
date (Current date) in to the field and then tick the box. Then you can click on the ‘Save’ button.

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You will then need to click on the ‘Save’ button on the product screen and this is the new connection
completed.

SIM Swap

If a customer has lost or damaged their SIM Card, you will need to get a new SIM charge to carry out
a SIM Swap. The charge for is $20 +GST (Approx).

You will need to log into Seibel and search for the MSISDN account: 642102716084 – Compass
Communications Ltd.

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To open the account click on the ‘MDISDN’ number. You will then need to click on the ‘SIM Swap’
button.

This will then bring up the sales order screen where you will need to locate and click on the ‘Allocate
SIM’ tab.

You will then need to enter the Serial number of the New SIM Card and click on the ‘Go’ button.

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You will then see that the SIM card has been allocated or whether it has been used. You can then
click on the ‘Allocate’ button.

You will now see that the SIM has been allocated to the order.

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Now you can fill in the following information:

 Reason Code
 Comments
 Salesperson (Leave as default)

Once you have completed this you will need to click on ‘Calculate Charges’ and submit order

Here you will now need to go to Billing and enter the new SIM details. Click on the ‘Change’ button
next to the current SIM field.

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In the window that will appear, you need to enter the New SIM Serial number and click ‘Search’

Once the SIM has been located, you can select the row and click on the ‘Allocate’ button.

Now you can click on the ‘Save’ button to finish.

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Mobile Disconnection (RQ)

You may need to RQ a mobile when the customer or Credit Control have decided to close the Mobile
Account.

To do this you will need to logon into Siebel and locate customer’s account, by searching with the
Customers MSISDN: 64280444500. You will notice that the account name will be Compass
Communications Ltd.

Click on the ‘Asset Management’ Tab. Here you will need to click on the ‘Disconnect’ button.

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On the next screen you will need to complete the following details:

 Reason Code
 Comments
 Salesperson (Leave as default)

Once complete, click on ‘Calculate Charges’ and then ‘Submit Order’

Now in Billing you will need to close the service. To do this un-tick the ‘Add On Services’ and un-tick
the add-ons that they have.

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When you un-tick an Add-on, the following screen will appear. Here you will need to do the
following:

 Change the status to closing

 Enter the end date

Then click on the ‘Save’ button.

You will then get notification that this has been saved. Click on the ‘OK’ button.

Please note: if you see the following pop up then send an email to Puru in development to fix.

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Repeat the steps if removing any other add-ons.

Once the Add-ons have been remove, you will need to change the ‘Status’ from OPEN to CLOSING.
Enter the end date and click on ‘Save’ to complete the disconnection in Billing.

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Mobile Plan Changes

If a customer calls to change a plan or add an Add-on, you will need locate the account in Billing and
open the Mobile Service.

You now need to add the requested ‘Add-On’ in the ‘Add On Services’ area.

After you have selected the ‘Add On’, a new screen will appear. This example we have selected the
‘Talk n Text 1000’ add on. You will need to change the ‘Status’ to OPEN which will auto populate the
date (Current date) in to the field and then tick the box. Then you can click on the ‘Save’ button.

You will then need to click on the ‘Save’ button on the product screen and this is the plan change
completed.

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If the customer is adding a data Add on to an already existing voice package, then you will need to go
into Seibel.

To do this you will need to locate the account and click on ‘Modify’.

On the next screen you will need to select the requested plan and click on the ‘Raise Order’ button.

If the customer is on a casual plan and changing to a Talk n Text plan, then you will need to locate
the above screen in Seibel and make sure they are on the latest voice and text Add-on plan.
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Mobile Roaming

If a customer calls to add roaming on their current plan, you will need to locate the account in Seibel
and click on the ‘Modify’ button.

On the next screen, click on the ‘Value Add’ tab, tick the Roaming box and then the ‘Raise Order’
button.

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