Understanding Program Settlement Calculation Rules

Program settlement calculation rules are rules that perform program event settlement calculations and create program event settlement transactions, which represent credits that will be applied to a customer's bill based on participation in an individual event (see About Program Event Settlement Transactions). Program settlement calculation rules are created for a specific program settlement calculation group. For example, if you were configuring two program settlement calculation groups and both included a specific program settlement calculation rule, you would need to create two instances of the program settlement calculation rule, one for each group.

The base package includes the following program calculation rule business objects:

Event Settlement Calculation Rule	Description
End of Event Program Settlement Rule (X1-EventSettlementCalcRule)	This rule is used to calculate settlement results for consumption-based ("kWh Avoided") events.
End of Season Program Settlement Rule (X1-EventSetCalcRuleDemandBased)	This rule is used to calculate settlement results for demand-based ("kW Drop") events.
Incentive and Fee Calculation Rule (X1-IncentiveCalculationRule)	This rules is used to calculate program incentives and fees.
Baseline Calculation (D2-BaselineCalc)	This rule is used to calculate estimated baseline consumption for a metered service point that represents an estimate of the customer's consumption or demand for an event period had they not participated in the event. The Apply Eligibility Criteria - Check Optional UOM/TOU/SQI (D2-UTS-AEC) can be used to deetermine if a particular UOM/TOU/SQI in the rule configuration before executing the rule.
Vector and Service Quantity Math (D2-Math)	This rule is designed to facilitate configuration of complex vector calculations. It is based on a series of underlying services with vectors configured as input to the calculations. This can be used to calculate reductions in consumption or demand by subtracting actual consumption from baseline consumption calculated using the Baseline Calculation rule.
Execute Usage Calculation Group (D1-UsageRuleReferredUsageGroup)	This rule is used to execute a separate usage calculation group which includes execution of all usage calculation rules within that group. For example, this can be used to group a Baseline Calculation rule and Vector and Service Quantity Math rule to calculate reductions in consumption or demand, which can then be passed to an End of Event Program Settlement Rule or End of Season Program Settlement rule.

System Data

Program settlement calculation rules are based on the following system data:

Data Type	Description
Maintenance Object	Usage Rule (D1-USGRULE)
Business Object(s)	End of Event Program Settlement Rule (X1-EventSettlementCalcRule) End of Season Program Settlement Rule (X1-EventSetCalcRuleDemandBased) Incentive and Fee Calculation Rule (X1-IncentiveCalculationRule) Baseline Calculation (D2-BaselineCalc) Vector and Service Quantity Math (D2-Math) Execute Usage Calculation Group (D1-UsageRuleReferredUsageGroup) Generic Usage Calculation Rule (D1-GenericUsageRule)

Eligibility Criteria

Eligibility criteria are user-definable conditions that could cause a given rule rule to be applied or skipped. This can involve the evaluation of some attribute of the program subscription or metered service point, or something else entirely. Prgram settlement calculation rules can have multiple eligibility criteria for determining if the rule should be applied or skipped, based on a user-defined sequence.

System Data

Eligibility criteria are based on the following system data:

Data Type	Description
Maintenance Object	Usage Calculation Rule Eligibility Criteria (D1-USGRLELIG)
Business Object(s)	Usage Eligibility Criteria (D1-UsgRuleEligibilityCriteria) Apply Eligibility Criteria - Check Optional UOM/TOU/SQI (D2-UTS-AEC)