Setting Up Service Quantity (SQ) Rules

To set up Service Quantity (SQ) rules, choose Admin Menu, Service Quantity Rule.

Description of Page

Enter a unique SQ Rule ID and a Description for the SQ rule.

Enter a Long Description that describes, in detail, what the rule does.

Indicate the UOM, Variance Parameter and SQI to be output by the rule.

Every service quantity supplied to a rate has two quantities - the amount of service as it was initially measured, and the amount of service that should be priced by the rate. Most of the time, these two amounts will be the same. They will only differ when another SQ Rule has executed and caused the billable quantity to change (an SQ Rule NEVER changes initially measured quantities). Because these two amounts may differ, an SQ Rule needs to know if it should use the quantity as initially measured OR if it should use the quantity that will be priced in the rate. You use the SQ Quantity to Use field to indicate such. Valid values are Use Initial Quantity and Use Billable Quantity.

Indicate whether the system should Create Billing Error if the SQ Rule is not able to execute successfully. For most SQ Rules you would turn this option on. However, if the rule is linked to a rate where the rule is only applicable to a subset of the customer base using the rate, you may not want a billing error to be issued if the rule cannot execute. For example, consider a rule used to derive total kWh by adding together peak kWh and off-peak kWh. You would only use such a rule if you measured peak and off-peak consumption, but you had prices in respect of total consumption. In the situation where this SQ Rule was linked to a rate used by customers with and without Variance Parameter meters, you would not want the system to issue a billing error for those customers without Variance Parameter meters (because their meter already measures total consumption).

Use SQ Rule Processing to indicate if the SQ rule is Always executed by rate application, even if the consumption details on the original bill segment are to be used when the system recalculates a bill segment (refer to Rebill (Bill Segment)). If the SQ rule should not be executed when the consumption details on the original bill segment are used, indicate that the SQ rule should only be executed on the Initial SQ Calculation. SQ rules that create a characteristic type / value (in the characteristic collection) used by one or more bill factors referenced in a rate component should typically be always executed. Refer to Base Package SQ Rules for examples of SQ rules that create a characteristic type / value.

Select the SQ Algorithm Type that controls how the system manipulates the consumption supplied to the rate. Define the Parameters to be used by the SQ algorithm.

Related Topics:

Parent Topic: Control Tables That Must Be Set Up Before Creating A Rate Schedule