About Program Incentives and Fees

Program incentives and fees are program settlement transactions used to calculate incentives and fees for program subscriptions, based on rules configured on the program subscription's program. Incentives include sign-up incentives for enrollments, referral rebates, and incentives for remaining enrolled during the peak season. Penalties or fees are applied in certain circumstance, for instance if they terminate their enrollments before the contracted period, or when the utility incurs charges related to device repairs, device upgrades, premium device fees.

Incentives and fees transactions are created either ad-hoc from the Program Subscription portal, or via a regularly scheduled batch process. In both cases, the process performs calculations for program subscriptions based on the program rule(s) configured on the program subscription's program. The Calculate Incentives and Fees (X1-CALIF) batch process should be run on a regular basis to monitor program subscriptions enrolled on in a device control program with an Incentive and Fees program rule in effect as of the batch run date. The Calculate Incentives and Fees (X1-CALIF) batch process creates transactions for all eligible rule types configured on the program rule.

When run either manually or via batch, the process creates the incentives and fees transaction, and when the program transaction enters the "Calculate" state, the Calculate Incentives and Fees (X1-CALCIFT) algorithm executes the Program Settlement Calculation Group defined on the Program Rule.

Program incentive and fee transactions contain the following data:

• Program Subscription: The program subscription for which the transaction was run.

• Start Date/Time and End Date/Time: The date and time range when the subscription was run.

• Status: The status of the program transaction. Statuses include Pending, Error, Discarded, and Complete.

• Program Rule: The program rule on which the transaction is based.

• Rule Type Category: The category for the incentive and fee, from the Incentive and Fee Type Category (X1-IncentiveFeeTypeCatLookup) extendable lookup
• Calculation Group: The program settlement calculation group containing the program settlement calculation rules executed as part of the transaction.

• Interim Calculations: The interim results of the calculations performed by the program settlement calculation rules, including the variables used in the calculations and the value of each. These are results are based on variables marked as "FPCO" (For Calculation Purposes Only) on the program settlement calculation rules.

• Calculated Amounts: The interim results of the calculations performed by the program settlement calculation rules, including the variables used in the calculations and the line description and calculated amount for each.

System Data

Incentives and Fees transactions are based on the following system data: