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:

w	1.0 Create Financial Transaction

w	1.1 Evaluate TUM Status

w	1.2 Update TUM to Reverse True Up Status

w	1.3 Analyze Status of True Up Monitors Linked to Master SA

w	1.4 Evaluate Eligibility for True Up

w	1.5 Calculate Pay Off Balance

w	1.6 Create Transfer Adjustment to Master SA

w	1.7 Create Adjustment on Sub SA to Keep Credit

w	1.8 Create, Activate New NEM Sub SA and Establish Relationship with Master SA

w	1.9 Create NEM True Up Monitor

w	2.0 Evaluate Criteria for TUM Cancellation

w	2.1 Cancel NEM True Up Monitor

w	2.2 Cancel Adjustments Created For True Up

w	2.3 Activate TUM

 

1.0 Create Financial Transaction

Reference: Manage Net Energy Metering Charges Process Model - Page 1 for the associated business process diagram.

Group: Generate Bill Segment

Actor/Role: CC&B

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.

Available Algorithms

•	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.

Entities to Configure

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Rates

•	Customer Class

•	Bill Segment Type