SAP Implementation Technical Bulletin

Transcription

1 Contest Period Reinstatement Requests - New York Accounts (Update 5) Impacts New York Upon implementation of National Fuel s new billing system, manual processing of Contest Period Reinstatement Requests will be eliminated and replaced with an automated process. Currently, provided that the customer has given authorization, Incumbent ESCOs may submit requests to cancel a customer s pending switch to another ESCO by submitting a fill-in PDF form to the Company. Under the new system, ESCOs should submit such requests using an 814 EDI Drop ( 814D ) Contest Period Reinstatement Request transaction 1 with the code CHA in the REF Reference Identification (Drop Reason and Initiating Party) segment. The reinstatement request enrollment forms will be retired and removed from the GTOP 2 when the new billing system is implemented. A successful Contest Period Reinstatement Request will result in the following: Cancellation of the pending enrollment to the other ESCO. Cancellation of the 814D Drop for the Incumbent ESCO. An 814R EDI Reinstatement Request transaction being sent to the Incumbent ESCO. Historically, National Fuel has accepted the CHA code on ESCO initiated 814D Drops, but when the new billing system is implemented, when there is no pending enrollment with another ESCO, transactions with this code will be ignored. ESCO initiated 814D Drops should use the code B38 in the REF Reference Identification (Drop Reason and Initiating Party) segment. 3 Questions concerning enrollment processing, including status of submitted Contest Period Reinstatement Requests should be directed to Transportation Services at (716) or by TSD-Billing@natfuel.com. 1 Grandfathered New York Direct Customers that do not use EDI should generally not have a need to submit Contest Period Reinstatement Requests; however, should the need arise such customers should contact Transportation Services at (716) or by TSD-Billing@natfuel.com. 2 GTOP is the commonly used term for the Company s Gas Transportation Operating Procedures Manual or Procedures Manual which is posted on the Company s web site at: 3 National Fuel s current system accepts the B38 Code for ESCO initiated 814D Drops. 1 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

2 EDI Matters To submit a Contest Period Reinstatement Request, ESCOs should submit an 814 EDI Drop ( 814D ) Contest Period Reinstatement Request transaction with the code CHA in the REF Reference Identification (Drop Reason and Initiating Party) segment. An example is shown below: ST*814*0001/ Transaction Set header; transaction defined is an 814; control number assigned by originator BGN*13* * ! Transaction is a Request; Unique id number for this transaction; transaction creation date N1*SJ*ESCO NAME*1* ! ESCO Name & DUNS number N1*8S*NATIONAL FUEL GAS*1* ! Utility Name & DUNS number N1*8R*JON D. KARDASHIAN! ESCO Customer Name LIN*ABCD000013*SH*GAS*SH*CE/ Unique transaction reference number; service is Gas ASI*7*024/ Transaction is a Request for a customer Drop REF*1P*CHA/ Reason for drop is code CHA, ESCO contests customer change to another service provider REF*VI* / The Gas Pool Id assigned to the customer REF*12* / Utility assigned customer account number SE*11*0001/ Transaction Set trailer; segment count; control number 2 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

3 Web File (non-edi) Matters While the Company does not provide for submission of Contest Period Reinstatement Requests via the web site, three files (hereinafter, web files ) are provided 4 that may be used to verify customer enrollment status and thereby, status of a reinstatement request. These web files are accessible from the Supplier / Customer Download Files link on the Services For Marketers, Producers & Suppliers web page at: 4 Some web files may not be ready at go-live. As necessary, workaround solutions will be provided until the web files are available. 3 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

4 The first web file (available only to non-edi suppliers), provided in response to a successful enrollment, shows general customer information at the time of enrollment by an ESCO. Revised File Layout New customers general customer information Current Layout (STBA/SATS file A0) New Layout Marketer id 7 ch Marketer id 7 ch Aggregation group id 9 ch Aggregation group id 9 ch Ratepayer billing id (RBA) 7 ch Ratepayer billing id (RBA) 9 ch Cust last name 20 ch Cust last name 20 ch Cust first name 12 ch Cust first name 12 ch Cust middle initial 1 ch Cust middle initial 1 ch Premises Address 80 ch Premises Address 80 ch Mail address 1 35 ch Mail address 1 35 ch Mail address 2 35 ch Mail address 2 35 ch Mail zip code 9 ch Mail zip code 9 ch State code 2 ch State code 2 ch County code 2 ch County code 2 ch County name 15 ch County name 15 ch Town code 4 ch Town code 4 ch Town name 25 ch Town name 25 ch School district code 4 ch School district code 4 ch School district name 15 ch School district name 15 ch Revenue class 2 ch Revenue class 2 ch Budget plan yes/no 1 ch Budget plan yes/no 1 ch Direct pay yes/no 1 ch Direct pay yes/no 1 ch County slstx exempt rate 7 ch (-1.4) Removed School slstx exempt rate 7 ch (-1.4) Removed State slstx exempt rate 7 ch (-1.4) Removed Town slstx exempt rate 7 ch (-1.4) Removed Service class 2 ch Service class 2 ch Billing control 2 ch Billing control 2 ch Billing control effective date Billing control effective date Account baseload 7 ch Account baseload 7 ch Account degree day factor 9 ch (5.3) Account degree day factor 9 ch (5.3) NEW>>> Sales Tax Exempt 1 ch NEW>>> ESCO Provided Sales Tax Rate 6 ch (1.4) The second web file provided by NFGDC, the Aggregation Group Assignment Report, is the customer list by group and is reflective of the NFGDC billing database. 4 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

5 Revised File Layout Aggregation Group Assignments File (file J0) Current Layout New Layout Marketer id 7 ch Marketer id 7 ch Aggregation group id 9 ch Aggregation group id 9 ch Assignment status code 1 ch Assignment status code 1 ch Ratepayer billing id (RBA) 7 ch Ratepayer billing id (RBA) 9 ch Assignment start reference date Assignment start reference date Assignment start billing date Assignment start billing date Assignment end reference date Assignment end reference date Assignment end billing date Assignment end billing date Customer last name 20 ch Customer last name 20 ch Customer first name 12 ch Customer first name 12 ch Customer middle initial 1 ch Customer middle initial 1 ch Revenue class 2 ch Revenue class 2 ch Service class 2 ch Removed Check digit 2 ch Removed Marketer Rate Code Marketer Rate Effective Dates 2 ch (12 (12 Marketer Rate Code Marketer Rate Effective Dates 2 ch (12 (12 Marketer Late Payment Code 2 ch Marketer Late Payment Code 1 ch Marketer Budget Plan Indicator 1 ch Budget Plan Indicator 1 ch Marketer Budget Plan Indicator Chg Date Removed Budget Plan Current Balance 11 ch Removed Budget Plan Monthly Payment Amount 7 ch Removed Current Service Class 2 ch Current Service Class 2 ch County Code 2 ch County Code 2 ch County sales tax exempt rate 6 ch (1.4) Removed School district sales tax exempt rate 6 ch (1.4) Removed State sales tax exempt rate 6 ch (1.4) Removed Town sales tax exempt rate 6 ch (1.4) Removed Town Code 4 ch Town Code 4 ch School District Code 4 ch School District Code 4 ch Capacity Release Indicator 1 ch Capacity Release Indicator 1 ch Current Bill Control Number 2 ch Current Bill Control Number 2 ch NEW>>> Sales Tax Exempt Indicator 1 ch NEW>>> ESCO Provided Sales Tax Rate 1.4 ch 5 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

6 The third web file provided by NFGDC, the Daily Aggregation Assignment Changes, is the customer detailed change list by group and is reflective of the NFGDC billing database. Revised File Layout Daily Aggregation Assignment Change File (file J1) Current Layout New Layout Marketer id 7 ch Marketer id 7 ch Aggregation group id 9 ch Aggregation group id 9 ch Assignment status code 1 ch Assignment status code 1 ch Ratepayer billing id (RBA) 7 ch Ratepayer billing id (RBA) 9 ch Assignment start reference date Assignment start billing date Assignment end reference date Assignment end billing date Assignment start reference date Assignment start billing date Assignment end reference date Assignment end billing date Customer last name 20 ch Customer last name 20 ch Customer first name 12 ch Customer first name 12 ch Customer middle initial 1 ch Customer middle initial 1 ch Revenue class 2 ch Revenue class 2 ch Service class 2 ch Removed Check digit 2 ch Removed Marketer Rate Code Marketer Rate Effective Dates 2 ch (12 (12 Marketer Rate Code Marketer Rate Effective Dates 2 ch (12 (12 Marketer Late Payment Code 2 ch Marketer Late Payment Code 1 ch Marketer Budget Plan Indicator 1 ch Budget Plan Indicator 1 ch Marketer Budget Plan Indicator Chg Date Removed Budget Plan Current Balance 11 ch Removed Budget Plan Monthly Payment Amount 7 ch Removed Current Service Class 2 ch Current Service Class 2 ch County Code 2 ch County Code 2 ch County sales tax exempt rate 6 ch (1.4) Removed School district sales tax exempt rate 6 ch (1.4) Removed State sales tax exempt rate 6 ch (1.4) Removed Town sales tax exempt rate 6 ch (1.4) Removed Town Code 4 ch Town Code 4 ch School District Code 4 ch School District Code 4 ch Capacity Release Indicator 1 ch Capacity Release Indicator 1 ch Current Bill Control Number 2 ch Current Bill Control Number 2 ch NEW>>> Sales Tax Exempt 1 ch NEW>>> ESCO Provided Sales Tax Rate 6 ch (1.4) 6 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

7 Frequently Asked Questions (FAQs) 1) Will the Incumbent ESCO need to provide a specific code in the 814D Contest Period Reinstatement Request transaction? Yes the ESCO should send an 814D request with the code CHA in the REF Reference Identification (Drop Reason and Initiating Party) segment. 2) Will National Fuel continue to support manual processing of Contest Period Reinstatement Requests using its GTOP forms? No the form will be retired and removed from the GTOP. 3) Will National Fuel continue to accept the CHA code in the REF Reference Identification (Drop Reason and Initiating Party) segment for ESCO initiated 814D Drops when there is no pending enrollment with another ESCO? No ESCOs should use the B38 code in the REF Reference Identification (Drop Reason and Initiating Party) segment for ESCO initiated 814D Drops. If there is no pending enrollment with another ESCO, transactions using the CHA code in the REF Reference Identification (Drop Reason and Initiating Party) segment for ESCO initiated 814D Drops will be ignored. 4) Can a pending ESCO that loses a pending enrollment for a customer ( former pending ESCO ) to the Incumbent ESCO submit a Contest Period Reinstatement Requests to restore the pending enrollment? No the former pending ESCO will be blocked by the first-in rule from submitting another 814 EDI Enrollment ( 814E ) transaction for the remainder of the customer s billing cycle. The former pending ESCO can submit an 814E to enroll the customer at the next regularly scheduled switching date. 5) How does an ESCO find out if its Contest Period Reinstatement Requests was accepted? The Incumbent ESCO will receive an 814R EDI Reinstatement Request transaction. Additionally, the Company provides 3 web files that may be used by the ESCO/ESCO to verify a customer s enrollment status. These files are accessible from the Supplier / Customer Download Files link on the Services For Marketers, Producers & Suppliers web page at: For further details, see the Web File (non- EDI) Matters discussion above. 7 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

8 6) Generally, can ESCOs submit Last-In enrollments for a New York customer accounts? No New York enrollments are processed according to the first-in rule which blocks 814E transactions from other ESCOs for the remainder of the customer s billing cycle. 7) Suppose an ESCO has received an 814 EDI Drop ( 814D Drop ) from National Fuel because the customer has a pending switch to another ESCO, but after speaking with the customer, the current ESCO has determined that the customer no longer wants to switch to the other ESCO. Can the current ESCO submit a Last-In 814E in this case (as it would for a Pennsylvania customer)? No in NY all 814Es are treated as first-in. 8) Since Last-In enrollments will not be accepted for New York customers, is there any way other than a Contest Period Reinstatement Request that the customer can continue service with their current ESCO? There are two other ways the customer can continue service with their current ESCO. The customer should contact the pending ESCO to get them to cancel the pending enrollment. As a last resort, the customer may contact the Company before the customer s scheduled switching date to the pending ESCO. 9) Can NGSs submit 814D Contest Period Reinstatement Request transactions for Pennsylvania accounts? No the 814D Contest Period Reinstatement Request transactions is only available for National Fuel s New York service territory. In Pennsylvania, the Last-In rule is used to retain existing customers who no longer wish to switch to another NGS. 10) Will National Fuel require the B38 code in the REF Reference Identification (Drop Reason and Initiating Party) segment for ESCO initiated 814D Drops or will the A13 code still be accepted? While the Company prefers that the B38 code be used, the A13 will continue to be supported. The primary objective is to discontinue use of the CHA code in the REF Reference Identification (Drop Reason and Initiating Party) segment for ESCO initiated 814D Drops. 11) Suppose an ESCO customer receives the 10-day letter indicating a switch to another ESCO and contacts the Company to rescind (nullify or cancel) an enrollment request during the pending stage without first contacting their current ESCO (the Incumbent ESCO ). Will this be handled as a Contest Period Reinstatement Request? If not, please clarify how the Incumbent ESCO will be notified. 8 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015

9 This would not be a Contest Period Reinstatement Request; the Incumbent ESCO would not be in a position of knowledge of the customer s intention even though it would have received a pending Drop. Presuming that the customer has notified the Company prior to the switch date, the Incumbent ESCO will receive an 814R Reinstatement transaction and service will be continuously maintained. Simultaneously, the 814D Drop would be cancelled. Also, the other ESCO gets an 814D to cancel the pending enrollment. 12) Suppose an ESCO customer sends an 814D to drop a customer. If an ESCO decides that it no longer wishes to drop the customers, will the procedure to rescind the drop change under the new billing system? Should the ESCO submit a Contest Period Reinstatement Request? As is the case with the current system, under the new system if an ESCO has submitted an 814D for a customer, an 814E will cancel (rescind) the 814D provided that another ESCO has not submitted an 814E for the same customer. A Contest Period Reinstatement Period Request would not be necessary and would be ignored. If another ESCO has submitted an 814E, the Incumbent ESCO s 814E would be rejected. In this instance, based upon consultation with and consent of the customer, the Incumbent ESCO could submit a Contest Period Reinstatement Request. 13) A customer, currently served by ESCO A (the Incumbent ESCO), receives a 10 day letter indicating a switch to ESCO B (the Pending ESCO). The customer doesn't want to switch and contacts ESCO who agrees to cancel the switch. Which EDI transaction should ESCO B send? An 814D with a CHA? How is ESCO A notified that they ll be retaining the customer? ESCO B should send an 814D with either a B38 or A13 code (not a CHA). This will cancel the pending 814E for ESCO B. ESCO A, which has received a pending Drop (814D), will receive an Reinstatement Transaction (814R) which will cancel the 814D. 9 Contest Period Reinstatement Requests - New York Accounts - November 6, 2015