Understanding Settlement Calculation Rules

Settlement calculation rules are standard and custom rules that perform settlement calculations, including calculating service point quantities, totaling consumption and usage for settlement units, application of losses, and allocation of unaccounted for energy (UFE). Settlement calculation rules are created for a specific settlement calculation group. For example, if you were configuring two settlement calculation groups and both included a specific usage calculation rule, you would need to create two instances of the settlement calculation rule, one for each group.

On almost every settlement calculation rule, the failure of the rule results in a settlement transaction exception and the Usage Transaction Exception Type for the failure can be configured on the rule. These usage transaction exception types can also be set to a specific Exception Severity:

• Information: Used to highlight minor issues, but not sufficient to cause the settlement transaction to be put into a failure state. Exceptions of this category can be used to report on the frequency of interesting, but not fatal issues.
• Issues: Used to report a problem that will prevent the settlement transaction from being sent. Multiple "issue exceptions" can be created during settlement transaction processing. If at least one issue exists after all rules have been applied, the settlement transaction is transitioned to a failure state requiring review and approval.
• Terminate: Used to report a severe issue that will cause the settlement calculation process to stop and the settlement transaction to be transitioned immediately to a failure state requiring review and approval. Only one terminate exception can be issued (as the first one causes calculation processing to stop for a settlement transaction). This should be used for cases where manual override / approval isn't accurate.

For a deeper functional understanding of settlement calculation, refer to the About Settlement Calculation section of the Oracle Utilities Meter Data Management / Smart Grid Gateway Business User Guide .