Correcting Cross Installed Meters

Select Menu, Device Installation, Cross Installed Meter Process, Add. The Cross Installed Meters process flow screen opens on the Swap Meters panel.

Use the Cross Installed Meter Identification section to search for and select the first meter (Meter 1).

1. Select Meter 1.

2. Enter the search criteria for the meter. You can search by the service point's Address, City, or Postal code, or the device's Badge Number.

3. Click Search.

4. Select the appropriate meter. Information about the selected meter (including its service point, device, and device configuration) will appear in the Meter 1 box.

5. To create a field activity to investigate the status of this meter (for instance, to confirm which meter is installed at the service point), click Investigate under the  Meter 1  section. This will create a field activity with a Field Task Type of that defined on the Cross Installed Meter Request Type. Note that you cannot proceed with the process flow until field activities created in this way have been completed.

Use the Cross Installed Meter Identification section to search for and select the second meter (Meter 2).

1. Select Meter 2.

2. Enter the search criteria for the meter. You can search by the service point's Address, City, or Postal code, or the device's Badge Number.

3. Click Search.

4. Select the appropriate meter. Information about the selected meter (including its service point, device, and device configuration) will appear in the Meter 2 box.

5. To create a field activity to investigate the status of this meter (for instance, to confirm which meter is installed at the service point), click Investigate under the  Meter 2  section. This will create a field activity with a Field Task Type of that defined on the Cross Installed Meter Request Type. Note that you cannot proceed with the process flow until field activities created in this way have been completed.

   Note: After selecting the second meter, the Insights box will display information about the meters based on the "Cross Installed Meters - Inline" (X1-CROSSEDMETER-INLINE) Insight Type.

Click Save to save your selection before making any changes. You can return to this process at a later time using the Process Flow Query portal.

Click Swap Meters to initiate the process of canceling/deleting the current incorrect install events, and creating new correct install events for each meter.

Note: The Swap Meters button is disabled until all field activities created from the process flow are in the Completed state.

This process also retrieves any impacted Accounts, Service Agreements, and frozen Bill Segments associated to the each meter's service point and device, and creates an Off Cycle Bill Generator for each service agreement based on the Swap Meters Service Script defined on the Cross Installed Meter Request Type.

If the Create Customer Contact drop-down list on the Cross Installed Meter Request Type is "Yes", this process also creates customer contacts based on the Contact Class and Contact Type defined on the Cross Installed Meter Request Type.

When the process completes the Insights box will display a "Swap Meters successfully performed." message, the Swap Meters button will be disabled, and the Next button will be enabled.

If an error occurs, error information will be displayed above the Swap Meters button.

Click Next to move to the Correct Bill Segments panel. Click Previous to return to the Swap Meters panel.

The Correct Bill Segments panel displays a summary of impacted bill segments for each Off Cycle Bill Generator that can be corrected. To the right of each summary is a View Bill Segments link, and below each is a Skip button.

Optional. Click View Bill Segments to view additional details about the Off Cycle Bill Generator. This displays a table that includes the calculated Original Amount, Rebill Amount, and Net Difference for each bill segment (and transitions the Off Cycle Bill Generator to the "In Review" state). Note: This process can take a few minutes to process, depending on the number of bill segments.

If the Allow Adjustment drop-down list on the Cross Installed Meter Request Type is set to "Yes", the panel displays a Create Adjustment button.

If the Allow Rebill drop-down list on the Cross Installed Meter Request Type is set to "Yes", the panel displays a Rebill button.

Adjust, rebill, or skip each Off Cycle Bill Generator as appropriate:

• Click Create Adjustment to create an adjustment for the total Net Difference, and transition the Off Cycle Bill Generator to the "Adjustment Created" state. Adjustments created in this way are based on the Adjustment Type defined on the Cross Installed Meter Request Type.

• Click Rebill to rebill the impacted bills and bill segments and transitions the Off Cycle Bill Generator to the "Rebilled" state.

• Click Skip to do nothing and transition the Off Cycle Bill Generator to the "Canceled" state.

When all bill segments for both service points have been either rebilled, adjusted, or skipped (and the Off Cycle Bill Generators have been transitioned to either "Rebilled", "Adjustment Created", or "Canceled"), the Next button will be enabled.

Click Next to move to the Summary panel. Click Previous to return to the Correct Bill Segments panel

The Summary panel opens, displaying Corrected Meter Installation , Corrected Bill Segment Information, and Customer Contacts sections.

The Corrected Meter Installation section displays the updated meter and service point information for each meter and service point, including new install events.

The Corrected Bill Segment Information displays lists of corrected bill segments for each meter and service point.

The Customer Contacts section displays the customer contacts created for each meter and service point.

Click Finish to mark the process flow as “Closed”.

Select Menu, Process Flow. The Process Flow Query portal opens.

Select "Cross Installed Meter" from the Process Flow Type drop-down list.

To search by user, enter a user ID in the User field.

To search by date range, enter the appropriate start and end dates in the Update Date/Time Range fields.

To include Completed process flows in your search, check the Include Completed checkbox.

Click Search.

The Process Flow Query portal displays a list of process flows that match your search criteria.

The Resume column displays a Resume button for process flows currently in process. The Process Flow column displays an ID link for completed/closed process flows.

To open an in-process process flow, click Resume for the process you wish to view and/or work with. The selected process flow opens on the Swap Meters panel in the Process Flow portal.

To open a closed process flow, click in the ID link in the Process Flow. The selected process flow opens on the Summary panel in the Process Flow portal.