Rate

In order to generate separate calculation lines for the revenue and tax breakdown of the prepaid amount, you need to set up a prepaid rate with components that calculate revenue amount and tax amount given just a total amount.

Create a rate schedule with the following components:

  • Tax Calculation Rule
    • Calculation Rule Type = Calculation Algorithm
    • Value Type = Percentage
    • Value Source = Bill Factor
    • Bill Factor = your tax bill factor
    • Calculation Algorithm = the one created for algorithm type C1-PCTGVNTOT. Refer to Calculation Rule - Calculation Algorithm for information.
    • Distribution Code = your distribution code for tax liability
  • Revenue Calculation Rule
    • Calculation Rule Type = Calculation Algorithm
    • Derive SQ = checked
    • Value Type = Unit Charge
    • Value Source = Bill Factor
    • Bill Factor = your rate/kWh bill factor
    • UOM/TOD/SQI to use for the resulting calculated usage, for example kWh
    • RC Cross Reference = indicate the sequence for the tax calculation rule (above)
    • Calculation Algorithm = the one created for algorithm type C1-BACKINREV. Refer to Calculation Rule - Calculation Algorithm for information.
    • Distribution Code = your distribution code for revenue