The Lifecycle of a True Up Monitor

The following diagram shows the lifecycle of the True Up Monitor business object:

Active State: The true up monitor starts out in the Active state. Here the true up monitor is evaluated for true up processing or possible cancellation. The system will perform a true up if either the true up period has come to an end, or the service agreement is final billed.

The amount of time between true ups is defined on the true up task type. See Setting Up the System for Net Energy Metering for a description of how true up task types are configured.

Canceled State: The true up monitor is transitioned to the Canceled state if its service agreement is canceled or deleted. Because the service agreement associated with a true up monitor is a sub service agreement, it is possible that the stop date on the sub service agreement is backdated to a point prior to the start of its associated service agreement relationship. In this case, the true up monitor is also canceled.

Trued Up State: If it is time for true up, the true up monitor is transitioned to the Trued Up state. True up processing involves summing the sub service agreement’s bill segments to see if the customer owes any debt (i.e., the energy they generated was not enough to cover the energy they consumed). If the sum is positive, the amount is transferred to the master service agreement for the customer to pay off. If the sum is negative, the sub service agreement balance is brought to zero (the utility keeps the credit). If your implementation wants to issue refunds to customers who generate more energy than they consume, you will need to design your own algorithm for the true up process.

The adjustment types used to transfer or zero out the sub service agreement balance are defined on the true up monitor type. See Setting Up the System for Net Energy Metering for a description of how true up monitor types are configured.

Reverse True Up State: Once the financial true up is done, a new service agreement relationship and sub service agreement are created for the subsequent true up period. If cancel/rebillls occur after the true up process has been performed, the true up monitor is transitioned to the Reverse True Up state. Any adjustments that were previously created are canceled as part of this processing. Thereafter the true up monitor is transitioned back to the Active state, where it waits until bill completion attempts another true up.