Interval Billing Table Setup Sequence

The following table defines the table setup sequence required if your company has purchased the interval billing component.


Function	Path
General Environment
Seasonal Time Shift	Admin, Seasonal Time Shift
Time Zone	Admin, Time Zone
Installation - Framework	Admin, Installation Options - Framework Indicate whether Seasonal Time Shift is required.
Installation	Admin, Installation Options Set Base Time and Start Day Option.
Interval Billing Environment
Bill Factor	Menu, Rates, Bill Factor Note: earlier, you may have created bill factors for your general Rates environment. At this point, you may need to add more bill factors to satisfy your interval billing needs.
Interval Profile Relationship Type	Admin, Interval Profile Relationship Type [Note - you won't be able to define the collection of valid Interval Profile Types until after you define the Interval Profile Types.]
Interval Profile Type	Admin, Interval Profile Type [Note - you may need to define new algorithm types and algorithms if your interval profile type requires creation or validation algorithms.]
Algorithm	Admin, Algorithm. You will need to set up the creation and validation algorithms needed for an Interval Profile Type.
Shared Profiles	Menu, Interval Billing, Interval Profile Note: this is needed at this time if you want to create Start Options, which reference shared profiles.
Interval Registers
Interval Register Type	Admin, Interval Register Type
Meter Configuration Type	Admin, Meter Configuration Type Note: earlier, you may have created meter configuration types for your general meter environment. At this point, you may need to add more meter configuration types for registers, which are used for interval or index channels.
Meter Type	Admin, Meter Type Note: earlier, you may have created meter types for your general meter environment. At this point, you may need to add more meter types for meters, which are used for interval or index channels.
Time of Use Billing
Time of Use	Admin, Time of Use Note: earlier, you may have created time of use codes for your meter environment. At this point, you may need to add more time of use codes to satisfy your time of use mapping.
TOU Group	Admin, TOU Group
Bill Factor	Menu, Rates, Bill Factor At this point you may need to set up bill factors that are specifically for time of use pricing.
TOU Map Relationship Type	Admin, TOU Map Relationship Type [Note - you won't be able to define the collection of valid TOU Map Types until after you define the TOU Map Types.]
TOU Map Type	Admin, TOU Map Type
Algorithm	Admin, Algorithm. You will need to set up any creation algorithms needed for your TOU map types.
TOU Map Templates	Admin, TOU Map Template Note: this is not required, but will help to set up data for your TOU Maps.
Shared TOU Maps	Menu, Interval Billing, TOU Map Note: this is needed at this time if you want to create Start Options, which reference shared TOU maps.
Contract Options
Contract Option Type	Admin, Contract Option Type
Algorithm	Admin, Algorithm. You will need to set up any validation algorithms needed for your contract option types.
Contract Option Event Type	Admin, Contract Option Event Type
SA Interval Billing Rate Environment
Rate	At this point, you are ready to set up your interval billing and time of use rates and calculation rules. Refer to the Rate Environment section in the Control Table Setup Sequence.
SA Interval Billing Controls
SA Type	Admin, SA Type Note: earlier you may have created your SA Types. At this point you may need to modify interval related SA Types to add valid interval information. Refer to the SA Type section in the Control Table Setup Sequence.
Start Option	Admin, SA Type Start Option Note: earlier you may have created your SA Type Start Options. At this point you may need to modify interval related SA Type Start Options to add valid interval information. Refer to the SA Type section in the Control Table Setup Sequence.

Note:

You may have customers with interval billing, time of use billing and contract options all required for their rate. For simplification of the table, these control tables were listed in separate sections.