Setting Up the System for Net Energy Metering

This section summarizes the various tasks required for setting up your system for net energy metering.

Adjustment Types

The following adjustment types are used at true up time:
  • Current Balance True Up. This is the adjustment type used in syncing the payoff and current amounts on the sub service agreement associated with the true up period. This adjustment type should reference an FT algorithm of Payoff Amount = 0 / Current Amount = Adj Amount (no GL).
  • Transfer To Master. This is the adjustment type used to transfer the customer’s balance from sub service agreement to master service agreement if a positive payoff balance exists on the sub service agreement after true up.
  • Write Down. This is the adjustment type used to bring the payoff balance of the sub service agreement to zero if a negative payoff balance exists after true up.

Adjustment Type Profile

Create an adjustment type profile that references the adjustment types used in net energy metering billing.

True Up Task Type

To enable billing for net energy metering, your implementation must configure a True Up Task Type. This service task type captures the various configuration options that are used by the true up monitor’s algorithms:
  • Minimum Days In True Up Period defines the minimum number of days covered by the bill segments within a true up period before true up processing can occur
  • The task type captures the adjustment types used at true up time
  • Reversal Adjustment Cancel Reason is used on true up adjustments that are canceled as a result of cancel/rebill activity occurring after a true up

Algorithms

Add the following algorithms:
  • The sub service agreement and service agreement relationship are initially created by an SA Creation algorithm on the master service agreement type. The base package provides algorithm type C1-SAT-SARL for this purpose. An algorithm should be configured with the service agreement relationship type to use.
  • Creation of the true up monitor is handled by an SA Creation algorithm on the sub service agreement type. The base provides algorithm type C1-SAT-TUM for this purpose. The true up monitor service task type is defined as an algorithm parameter.
  • Whenever a net energy metering sub service agreement is canceled, its associated true up monitor should also be canceled. The base provides algorithm C1-CNC-TUM to be plugged in as an SA Cancel algorithm on the sub service agreement type to accomplish this.
  • The true up monitor is transitioned out of the Active or Reverse True Up state by the billing process. To that end, a Bill Completion algorithm needs to be configured on the master service agreement type. This algorithm is responsible for transitioning any true up monitor that is in an Active or Reverse True Up state that is related to the master service agreement. The base provides the algorithm C1-TRN-TUM for this purpose.
  • When cancel/rebills occur, financial transactions related to the true up need to be reversed. To accomplish this, an FT Freeze algorithm must be plugged in on the sub service agreement type. The base provides algorithm C1-RV-TRUP for this purpose.

For more information on setting up service agreement Relationships, refer to Defining SA Relationship Options. For more information on service agreement type algorithms, refer to SA Type - Algorithms.

Your implementation must also decide if the sub service agreement’s bill segment financial transactions should impact the general ledger or not. This is controlled by the Financial Algorithm on the bill segment type defined for the sub service agreement type. The base provides algorithms C1-C0-GL and C1-C0-NOGL for this purpose. For more information on configuring Bill Segment Types, refer to Designing and Defining Bill Segment Types.