Algorithm Types for Adjustments The following Algorithm Types exist for Adjustment Type configuration: ALG_TYPE_ENTITY ALG_TYPE_CD ALG_TYPE_DESCR Adjustment Type - Adjustment Information C1-ADT-INFO Adjustment Information Adjustment Type - Generate ADJG-RT Adjustment Generation - Apply Rate Adjustment Type - Generate C1-ADJG-WO Generate Adjustment - Write Off Bills Adjustment Type - Adjustment FT Creation ADJT-AC Payoff=Current=Adj Amount (Cash Accounting) Adjustment Type - Adjustment FT Creation ADJT-AD Payoff=Current=Adj Amount (Cash Accounting) Adjustment Type - Adjustment FT Creation ADJT-CA Payoff=0/Current=Adj Amount (No GL) Adjustment Type - Adjustment FT Creation ADJT-GL Payoff=Current=0 (GL only) Adjustment Type - Adjustment FT Creation ADJT-NM Payoff=Current=Adj Amount Adjustment Type - Adjustment FT Creation ADJT-RA Payoff=Adj Amt/Current=0, No GL (Conversion Only) Adjustment Type - Adjustment FT Creation ADJT-TA Payoff=Adj Amt/Current=0 Adjustment Type - Adjustment FT Creation ADJT-TC Payoff=Adj Amt/Current=0 (Cash Accounting) Adjustment Type - Adjustment FT Creation C1-FTGL-AD Deferred Accrual WriteDown-Affects Payoff, Curr,GL Adjustment Type - Adjustment FT Creation C1-FTGL-ADAC Deferred Accrual Adj - Affects Payoff,Current & GL Adjustment Type - Adjustment FT Creation C1-FTGL-ADNM Process Holding Account Amounts Adjustment Type - Adjustment FT Creation C1-FTGL-ADTC Deferred Accrual Adj - Affects Payoff & GL Adjustment Type - Adjustment FT Creation C1-ADJT-CL Payoff=Current=Adj Amt (Calc Line Dist Code Source) Adjustment Type - Adjustment FT Creation C1-SETL-ADJ FT GL Creation for Settlement Adjustments Adjustment Type - Adjustment Freeze ADFR-CRTODO Adjustment Freeze - Create To Do Entry Adjustment Type - Adjustment Freeze C1-DISPPBAP Disable Prepaid Biller Automatic Payment Adjustment Type - Adjustment Freeze C1-PPBADJFRZ Set Prepaid Funds Request FT Details Adjustment Type - Adjustment Cancellation ADCA-CRTODO Adjustment Cancellation - Create To Do Entry Adjustment Type - Determine SA C1-SABYBADGE Get Prepaid SA Using Badge Number Adjustment Type - Resolve Suspense C1-CANSUSADJ Cancel Suspense Adjustment Adjustment Type - Validate Adjustment C1-VALXFRADJ Validate Transfer Adjustment Approval Profile (BO) - Determine Approval Requirements C1-ADJAPREQT Determine Adjustment Approval Requirements Business Object - Information C1-ADJAR-INF Adjustment Approval Request Information Business Object - Validation C1-ADJAPVAL Adjustment Approval Profile Validation Business Object Status - Enter C1-BOEN-CADJ Create Rebate Adjustment Business Object Status - Enter C1-DEL-ADJ Delete Rejected Adjustments Business Object Status - Enter C1-FRZ-ADJ Freeze Approved Adjustments Business Object Status - Enter C1-NEM-TRUUP NEM True Up - Create Adjustments Business Object Status - Enter CI_CANADJSA Activity Request - Mass Adjustment Cancelation Business Object Status - Enter CI_CREADJSA Activity Request - Mass Adjustment Creation Business Object Status - Exit C1-RT-CNFZAD Reverse True Up - Cancel Frozen Adjustments Business Object Status - Monitor C1-APR-TMOUT Adjustment Approval Request Timeout Field Activity Type - FA Completion Method C1-FACCHARGE Apply charges - create adjustments Installation - Adjustment Information C1-ADI-INFO Adjustment Information To Do Type - External Routing C1-ADJAREQEM Create Email For Adjustment Approval The following Adjustment Types are configured for use when system events occur: Adjustment Type System Event Algorithm Type Algorithm Algorithm Description Additional charge plus tax Generate Adjustment ADJG-RT CI_ADJG_RT Adjustment generation - apply rate Appliance service charge Generate Adjustment ADJG-RT CI_ADJG_RT Adjustment generation - apply rate Fix budget, adjust cur bal Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Stop budget (cur = pay) Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Start budget, adjust curr bal Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Change charity current balance Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Deposit refund sync(cur = pay) Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Change pay arrange current bal Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Change pay arrange current bal - OI Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Add SA To Non-billed Budget Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Non-billed Budget Scheduled Payment Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) NEM Sync Adjustment Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Pay arrangement broken / canceled Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Change prepaid current balance Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Smart meter prepaid payment request Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Prepay Remove Credit Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Overpayment (Remove Credit) Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) SC Membership refundable fee Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Synch cur bal w/ payoff bal Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Synch cur bal w/ payoff bal Adj. Financial Transaction ADJT-CA CI_ADJFT-CA Payoff Amt = 0 / Current Amt = Adj Amount (no GL) Capital credits allocation (GL only) Adj. Financial Transaction ADJT-GL CI_ADJFT-GL FIX GL ONLY! Payoff = Current = 0 (GL only) Capital credits forfeit amt (GL only) Adj. Financial Transaction ADJT-GL CI_ADJFT-GL FIX GL ONLY! Payoff = Current = 0 (GL only) Retire Capital Credit (GL only) Adj. Financial Transaction ADJT-GL CI_ADJFT-GL FIX GL ONLY! Payoff = Current = 0 (GL only) Adjust General Ledger Accounts Adj. Financial Transaction ADJT-GL CI_ADJFT-GL FIX GL ONLY! Payoff = Current = 0 (GL only) Adjustment Type System Event Algorithm Type Algorithm Algorithm Description Additional charge plus tax Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Additional charge Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Retire Capital Credit -xfer to SA Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Connect charge Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Customer relationship expense Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Installation charge Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Appliance service charge Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Late payment charge Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Non-billed Budget Overpayment Transfer Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj NEM Writedown Adjustment Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj NEM Transfer Adjustment Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Non-sufficient funds Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Reverse non-sufficient funds Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Non-sufficient funds on prepay biller Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Rebate Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Refund credit balance via A/P Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Refund credit balance via A/P (1099) Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj SC Membership non-refndbl fee Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Start Service Fee Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Write off bill Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Write down/up small debit/cred Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Xfer balance - printed Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Xfer balance - NOT printed (for OI) Adj. Financial Transaction ADJT-NM CI_ADJFT-NM Payoff Amt = Adj / Current Amt = Adj Change principal on loan Adj. Financial Transaction ADJT-TA CI_ADJT-TA Payoff Amt = Adj / Current Amt = 0 Deposit interest Adj. Financial Transaction ADJT-TA CI_ADJT-TA Payoff Amt = Adj / Current Amt = 0 Activate Loan Adj. Financial Transaction ADJT-TA CI_ADJT-TA Payoff Amt = Adj / Current Amt = 0 Transfer Non-billed Budget Credit Adj. Financial Transaction ADJT-TA CI_ADJT-TA Payoff Amt = Adj / Current Amt = 0 Write off bill Generate Adjustment C1-ADJG-WO C1-ADJG-WO Generate Adjustments - Write Off Bills Electric vehicle charge event Adj. Financial Transaction C1-ADJT-CL C1-ADJT-CL Payoff=Current=Adj Amt (Calc Line Dist Code Source) Non-sufficient funds on prepay biller Adjustment Freeze C1-DISPPBAP C1-DISPPBAP Disable Prepaid Biller Automatic Payment Smart meter prepaid payment request Adjustment Freeze C1-PPBADJFRZ C1-PPBADJFRZ Set Prepaid Funds Request FT Details Xfer balance - printed Validate Adjustment C1-VALXFRADJ C1-VALXFRADJ Validate Transfer Adjustment