Oracle Utilities Customer Care and Billing Release 2.4.0 Utility Reference Model 4.2.2.15 Manage Net Energy Metering Charges December 2015
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Contents 4.2.2.15 Manage Net Energy Metering Charges 4.2.2.15 Manage Net Energy Metering Charges...1 Brief Description... 2 Actors/Roles... 2 Business Process Diagrams... 3 Manage Net Energy Metering Charges Process Model - Page 1... 3 Manage Net Energy Metering Charges Detailed Process Model Description... 4 1.0 Create Financial Transaction...5 1.1 Evaluate TUM Status... 5 1.2 Update TUM to Reverse True Up Status... 5 1.3 Analyze Status of True Up Monitors Linked to Master SA... 6 1.4 Evaluate Eligibility for True Up... 6 1.5 Calculate Pay Off Balance... 7 1.6 Create Transfer Adjustment to Master SA... 7 1.7 Create Adjustment on Sub SA to Keep Credit... 7 1.8 Create, Activate New NEM Sub SA and Establish Relationship with Master SA... 8 1.9 Create NEM True Up Monitor... 8 2.0 Evaluate Criteria for TUM Cancellation... 8 2.1 Cancel NEM True Up Monitor... 9 2.2 Cancel Adjustments Created For True Up... 9 2.3 Activate TUM... 9 Related Training... 10 Contents - i
Contents - ii
4.2.2.15 Manage Net Energy Metering Charges This section provides a description of the Manage Net Energy Metering Charges business process. It includes: Brief Description Actors/Roles Business Process Diagrams Manage Net Energy Metering Charges Process Model - Page 1 Manage Net Energy Metering Charges Detailed Process Model Description Related Training 4.2.2.15 Manage Net Energy Metering Charges - 1
Brief Description Brief Description Business Process: 4.2.2.15 Manage Net Energy Metering Charges Process Type: Sub-Process Parent Process: 4.2.2 CC&B.Manage Bill Sibling Processes: 4.2.2.2 CC&B.Manage Metered Charges 3.3.8.1 CC&B.Establish and Manage Net Energy Metering Service Customers in a distributed generation energy market may have renewable energy devices such as solar panels or wind turbines connected to their meters. The energy generated at this service point, as well as any energy used, could possibly be measured by a single meter, with the energy generated being netted against the energy used. This is called net energy metering (NEM). The meter records a positive number when customers use more energy than they generate, and a negative number when they generate more than they consume. These customers may owe a minimum charge each month. This process describes how actual energy charges and generation credits are accrued until the account is adjusted at the end of a specified period, called the true up period. True up process occurs during billing. Application evaluates the consumption charges and generation credits for the period and determine if the customer owes money to the utility or has a credit. Customer's bills reflect charges accordingly. Actors/Roles The Manage Net Energy Metering Charges business process involves the following actors and roles: CC&B: The Customer Care and Billing application. 4.2.2.15 Manage Net Energy Metering Charges - 2
Business Process Diagrams Business Process Diagrams Manage Net Energy Metering Charges Process Model - Page 1 4.2.2.15 Manage Net Energy Metering Charges - 3
Manage Net Energy Metering Charges Detailed Process Model Description Manage Net Energy Metering Charges Detailed Process Model Description This section provides a detailed description of the Manage Net Energy Metering Charges business process, including: 1.0 Create Financial Transaction 1.1 Evaluate TUM Status 1.2 Update TUM to Reverse True Up Status 1.3 Analyze Status of True Up Monitors Linked to Master SA 1.4 Evaluate Eligibility for True Up 1.5 Calculate Pay Off Balance 1.6 Create Transfer Adjustment to Master SA 1.7 Create Adjustment on Sub SA to Keep Credit 1.8 Create, Activate New NEM Sub SA and Establish Relationship with Master SA 1.9 Create NEM True Up Monitor 2.0 Evaluate Criteria for TUM Cancellation 2.1 Cancel NEM True Up Monitor 2.2 Cancel Adjustments Created For True Up 2.3 Activate TUM 4.2.2.15 Manage Net Energy Metering Charges - 4
1.0 Create Financial Transaction Manage Net Energy Metering Charges Detailed Process Model Description Group: Generate Bill Segment Description: CC&B creates the financial details related to the Bill Segment. The Financial Transaction contains the financial effects of the Bill Segment on the Service Agreement's current and payoff balances and on the General Ledger. This step is executed from online and batch processing. C1-NEM-GL Current Amt = 0 / Payoff Amt = Bill Amt (GL affected) C1-NEM-NOGL Current Amt = 0 / Payoff Amt = Bill Amt (no GL) Process Names BILLING - The Bill cycle Batch processing creates Bills for accounts with an open Bill cycle. Rates Customer Class Bill Segment Type 1.1 Evaluate TUM Status Group: Freeze NEM Bill Segment (FT Freeze Algorithm) Cancel Bill (FT Freeze Algorithm) Description: CC&B evaluates TUM status to determine if it has been trued up and determine if true up process must be reversed. SA Type C1-RV-TRUP Transitions a True Up monitor from the Trued Up state to the Reverse True Up state whenever bill segment activity is detected for the period covered by the true up monitor. 1.2 Update TUM to Reverse True Up Status Group: Freeze NEM Bill Segment (FT Freeze Algorithm) 4.2.2.15 Manage Net Energy Metering Charges - 5
Manage Net Energy Metering Charges Detailed Process Model Description Cancel Bill (FT Freeze Algorithm) Description: Application initiates reverse true up and transitions TUM to the Reverse True Up state when a Bill Segment or Bill Segment Cancellation FT is frozen for the NEM Sub SA and the current TUM state is Trued Up. SA Type C1-RV-TRUP this FT Freeze algorithm transitions a True Up monitor from the Trued Up state to the Reverse True Up state whenever bill segment activity is detected for the period covered by the true up monitor. 1.3 Analyze Status of True Up Monitors Linked to Master SA Description: CC&B identifies and evaluates all the True Up monitors linked to Customer's Master SA determine if any further actions required depends on current Monitor status. SA Type C1-TRN-TUM - Bill Completion Algorithm transitions any true up monitor (TUM) service tasks in the Active or Reverse True Up states associated with the master SA. 1.4 Evaluate Eligibility for True Up Description: CC&B checks eligibility for True up. Note: TUM is eligible for true up when the latest non-cancelled Bill Segment for the NEM Sub SA is a Closing Bill Segment or the minimum true up period has elapsed. The elapsed time period is calculated from the earliest Bill Segment Start Date to the latest Bill Segment End Date of the NEM Sub SA. C1-TRU-ELIG- Check eligibility for True up 4.2.2.15 Manage Net Energy Metering Charges - 6
1.5 Calculate Pay Off Balance Manage Net Energy Metering Charges Detailed Process Model Description Group: Create True Up Adjustment Description: If application determines that Net Metering account's service is eligible for True Up, it transitions TUM from the Active state to the Trued Up state, and initiates the True Up process. It syncs the Payoff and Current Balances of the NEM Sub SA and calculates the Payoff Balance of all the non-cancelled Bill Segments on the NEM Sub SA. C1-NEM-TRUUP - Performs the true up process at the end of a true up period. 1.6 Create Transfer Adjustment to Master SA Group: Create True Up Adjustment Description: If the Payoff Balance is positive (the customer owes), a Transfer Adjustment is created from the NEM Sub SA to the NEM Master SA for the amount of the Payoff Balance. C1-NEM-TRUUP - Performs the true up process at the end of a true up period. Adjustment Type 1.7 Create Adjustment on Sub SA to Keep Credit Group: Create True Up Adjustment Description: If the Payoff Balance is negative (utility owes the customer), a Write Down Adjustment is created on the NEM Sub SA to zero out the Payoff and Current Balances (the utility gets to keep the credit). C1-NEM-TRUUP - Performs the true up process at the end of a true up period. Adjustment Type 4.2.2.15 Manage Net Energy Metering Charges - 7
Manage Net Energy Metering Charges Detailed Process Model Description 1.8 Create, Activate New NEM Sub SA and Establish Relationship with Master SA Description: Application creates new NEM Sub SA and links it to Master SA. SA Type SA Relationship Type Service Task Type Characteristic Type Type C1-TUM-SARL - This algorithm creates a new SA relationship or updates an existing future SA relationship for the subsequent true up period. 1.9 Create NEM True Up Monitor Description: Application creates automatically new True Up Monitor for new True Up period. SA Type C1-SAT-TUM This algorithm creates True Up Monitor For Sub SA (SA Creation) 2.0 Evaluate Criteria for TUM Cancellation Description: CC&B evaluates Active TUM to determine TUM eligibility for cancellation. Note: A TUM is eligible for cancellation when the NEM Sub SA has been cancelled / deleted or the NEM Sub SA Stop Date is before the NEM SA Relationship Effective Date. C1-CK-TUMCN - This algorithm checks True Up Monitor Eligibility For Cancellation. 4.2.2.15 Manage Net Energy Metering Charges - 8
2.1 Cancel NEM True Up Monitor Manage Net Energy Metering Charges Detailed Process Model Description Description: If eligibility criteria for TUM cancellation met, application cancels NEM True Up Monitor by transitioning it to Canceled state. C1-CK-TUMCN - this algorithm checks True Up Monitor Eligibility For Cancellation and transitions the true up monitor (TUM) to the Cancelled state (associated with transition condition 'F1CN') if its related sub SA has been cancelled or deleted or if the SA's stop date is before the relevant SA relationship's effective date. 2.2 Cancel Adjustments Created For True Up Description: If TUM has been reversed and currently in Reverse True Up State, application cancels all frozen Adjustments created for True Up and populates cancellation reason. Service Task Type C1-RT-CNFZAD - This algorithm cancels all adjustments created as part of the true up process. The adjustments are stamped with the true up monitor's ID. The adjustment cancel reason is defined on the true up monitor's service task type. 2.3 Activate TUM Description: CC&B transitions NEM True Up Monitor to Active state. Service Task Type 4.2.2.15 Manage Net Energy Metering Charges - 9
Related Training Related Training The following User Productivity Kit (UPK) modules provide training related to this business process: Oracle Utilities UPK for Customer Care and Billing, Administrative Setup Oracle Utilities UPK for Customer Care and Billing, User Tasks Oracle Utilities UPK for Customer Care and Billing, Credit and Collections Oracle Utilities UPK for Customer Care and Billing, Rating and Billing Oracle Utilities UPK for Customer Care and Billing, Rating and Billing for Interval Data 4.2.2.15 Manage Net Energy Metering Charges - 10