to-be process document template · web viewschedule bill history auto generation will be found at...

User Manual

Bill Determinant GenerationeShakti ERP Implementation

Document Number

Energy/Billing/001 Version Rev 5.0

Prepared By (Infosys) Date 17-Apr-2013

Reviewed By Date

Authorized By Date

Approved By Date

document.doc Generation - 1 -

REVISION HISTORY

Ver.Rev Date Author Description with Reason1.0 20-Aug-

2011Infosys Initial Draft

2.0 18-Jan-2012 Infosys Incorporated comments3.0 26-Mar-2012 Infosys Incorporated comments from

EAS Users4.0 25-Apr-2012 Infosys Added LTOA Energy Bill

Determinant Generation5.0 17-Apr-2013 Infosys Added Notification and Work

Queue for Invoice generation


TABLE OF CONTENT

1 INTRODUCTION.......................................................................................................5

2 BILL DETERMINANT GENERATION PROCESS............................................................5

3 DATA SETUP-PROCESS FLOW..................................................................................63.1 BILLING CYCLE........................................................................................................7

3.1.1 Step 10 Prepare Daily Curves for the billing Month...........................73.1.2 Step 20: Process PRN file................................................................173.1.3 Step 30: Add Station consumption..................................................183.1.4 Step 40: Approve Cuts in Staging...................................................183.1.5 Step 50: Run Bill Determinants Calculation.....................................213.1.6 Step 60: Run Billing Reports...........................................................213.1.7 Step 70: Request for new set of MRI data.......................................213.1.8 Step 80: Process New MRI file.........................................................213.1.9 Step 90: Run Bill Correction............................................................213.1.10 Step 100:Generate Notification and approve work queue for invoice Generation……………………………………………………………............................21

4 GRIDCO ENERGY BILL DETERMINANTS FOR DISCOM.............................................214.1 BILLING CONFIGURATIONS.......................................................................................21

4.1.1 Account History...............................................................................214.1.2 Bill History......................................................................................254.1.3 Rate Code History...........................................................................254.1.3 Setup of Work Queue for Invoice Generation...................................26

4.2 BILL DETERMINANT GENERATION..............................................................................284.2.1 Current / Final Bill............................................................................284.2.2 Energy Flow Report..........................................................................314.2.3 Initial Final Report............................................................................324.2.4 Station Consumption Report............................................................34

4.3 BILL CORRECTION..................................................................................................384.4 SETUP OF WORK QUEUE FOR INVOICE GENERATION......................................................40

5 GRIDCO ENERGY BILL DETERMINANTS FOR LTOA CUSTOMERS............................435.1 BILLING CONFIGURATIONS.......................................................................................43

5.1.1 Account History...............................................................................435.1.2 Bill History......................................................................................455.1.3 Rate Code History...........................................................................45

5.2 BILL DETERMINANT GENERATION..............................................................................465.2.1 Current / Final Bill............................................................................46

5.3 BILL CORRECTION..................................................................................................476. OPTCL WHEELING BILL DETERMINANT FOR DISCOM...............................................47

6.1 BILLING CONFIGURATIONS.......................................................................................476.1.1 Account History....................................................................................476.1.2 Bill History............................................................................................506.1.3 Rate Code History................................................................................51

6.2 BILL DETERMINANT GENERATION..............................................................................526.2.1 Current / Final Bill................................................................................52

6.3 BILL CORRECTION..................................................................................................557. OPTCL WHEELING BILL DETERMINANT FOR LTOA CUSTOMERS..............................55


7.1 BILLING CONFIGURATIONS.......................................................................................557.1.1 Account History....................................................................................557.1.2 Bill History............................................................................................587.1.3 Rate Code History................................................................................59

7.2 BILL DETERMINANT GENERATION..............................................................................607.2.1 Current / Final Bill................................................................................60

7.3 BILL CORRECTION..................................................................................................618. BILLING RELATED REPORTS....................................................................................61

8.1 APPROVAL OF CUTS IN STAGING................................................................................628.2 BILL HISTORY AUTO GENERATION.............................................................................638.3 BILLING READY REPORT..........................................................................................668.4 ENERGY FLOW ANALYSIS REPORT.............................................................................698.5 MAIN CHECK COMPARISON REPORT..........................................................................708.6 METER EVENT REPORT...........................................................................................72

9. Appendix1- Billing Check List.................................................................................74


1 Introduction

Oracle Utilities Billing Component provides powerful billing engine to address complex billing scenarios arises in the market. Oracle Utilities Billing component helps in generating bill determinants (bill parameters) which involves complex calculations and generating bill invoice to the customers.

Following are the functionalities provided by Oracle Billing component:• Bill determinants can be generated on account.• It helps in running bill correction (bill determinant) for previous billing cycles. • It also helps in running automated bill generation or approval based bill

generation• It helps in defining the tariffs to be used for various customers.• In helps in generating invoice for various Customers.• It supports various reporting formats.

2 Bill Determinant Generation Process• As we discussed on the above part, Bill Determinant generation will be

generated on account basis. Meter reads from AMR or CMRI can be brought to Meter Data Collection server (MDAS) which in interface to MDM system.

• Meter data from MDAS server will be pushed to MDM server • Meter data has to go through various VEE (Validations, Estimations, Editing)

before it can be used for billing• Once the meter data goes through various validation, estimation and editing

that version of the meter data will be used in billing

Below diagram shows about process flow for bill determinant generation:


• Once the entire entity relationship setup is done , then user can generate the bill determinants from Billing Menu >Calculation> Current/Final Bill

• After the bill determinants gets generated then it will be stored in Bill History Values table.

3 Data Setup-Process Flow

• Data process flow for billing is shown below:

• Billing Cycle determines the billing cycles that you use(e.g. Energy Bill Cycle /Wheeling Bill Cycle).

• Bill History and Account History are the child table of Account. Account History table links an Account with the Billing Cycle.

• Rate Form is the rate schedules details with the version stored in rate form version.

• Rate Code links an account with the rate schedule you created.• In this manner an account is linked to the billing cycle and rate schedule

the two most important components for billing to be executed.


3.1 Billing Cycle

Please find details about each step in detail: 3.1.1 Step 10 Prepare Daily Curves for the billing Month

This step involves following sub-steps:

a> Runtime Service Should be Started modeb> Daily curve creationc> Daily Curve Processing Statusd> Daily Curve Updation

a> Runtime Service Should be Started mode:

In the current scenario, all daily curves will be created with Missing reads/Estimated reads as online data is not available. This program will be scheduled at 1 am every morning & it will create daily curve for the previous day.

Pre-requisites: Adapter Run time service RS_DPORTAL_TEST should be started in webserver for processing the daily curves

How to Start the Runtime services?

Runtime service is used to upload various kinds of files such as PRN, GCO type. Pre requisites for running Runtime Service are:

LTMH Server should in started mode LTMH Monitor should be in started mode


Please find below step to start the LTMH serveri. In the webserver, Navigate to C:\LODESTAR\LTMH\Runtimeii. Double click on LTMHServer.bat

After the user clicks LTMHServer.bat, below screen will appear:

Please find below steps to start the LTMH Monitor

i. Navigate to C:\LODESTAR\LTMH\Runtimeii. Double click on LTMHmon.bat


iii. In the Oracle Utilities Adapter Monitor, select energyprod & click Connectiv. Select the RS_DPORTAL_TEST run time service and click ‘Start’ button

Please find below screen shot of the Run time services RS_DPORTAL_TEST in active status


i. Select energyprod

ii. Click Connect

iii. Select RS_DPORTAL_TEST

iv. Click Start

How to Stop the Runtime Service?

i. Select the Runtime Time Service to be stopii. Click Stop


RS_DPORTAL_TEST started

How to exit from the LTMH Monitor?


1. Select energyprod

2. Click Disconnect

1. Select RS_DPORTAL_TEST

2. Click Stop

How to exit from LTMH Server?

Click Control+’C’ button in the LTMH server screen.

Type ‘Y’ when it prompts Terminate batch job (Y/N)

b> Daily Curve Creation:

Daily curves constitute of 96 intervals will be created for each parameters(10 Parameters)for the previous day

Estimation process will be run and estimation happens for missing reads.


Press Control+’C’ button in key board

Enter Y

In the current situation, all daily curves will be created with Missing reads/Estimated reads as online system has not been placed yet

Daily Curve Creation is a scheduled program which will run automatically at 1 am every day which will create daily curve for previous day.

For details about Scheduling Daily Curves, please refer MDM User Guide.

Important: Daily Curves should not be created manually but in cases where user needs to create daily curves manually, they can use functionality of daily curve creation Navigation: Meter Data Management >Run Reports> DAILY CURVES

Input Data:Start Date <01-Oct-2011> [User will input the date for which Daily Curve Will be created]

Click on Run


Click on DAILY CURVES

Report to Schedule Daily Curves

c. Run the Daily Curve Processing Status Report:

User will run the Daily Curve Processing Status report to check following: Daily curves are present for the entire billing month Day wise expected number of cuts matches with Actual number of cuts Message shows whether system is ready for PRN file processing

Daily Curve Processing Status Report will show whether the system is ready for PRN file processing.

Navigation: Meter Data Management>Run Reports>Daily Curve Processing Status

Input Data:Bill Period Start Date: <01-Mar-2012>Click Run


i. Enter Start Date

ii. Click Run

Click on DAILY CURVE PROCESSING STATUS

View Daily Curve Processing Status Report output: Navigation: Billing>View Report

Report can be generated in Adobe Acrobat, MS Word, MS Excel, RTF & CSV formats.

i. User needs to verify that Daily Curves are present for the entire month. E.g for the month of Feb’12, 28 rows will be present for each day of the billing month.User Input: If Daily Curves for any day missing then Daily Curves needs to be created for Date missing in the report. For creation of Daily Curves please follow Billing User Manual.ii. Check that Expected number of cuts matches with Actual number of cuts per day wise.If Expected numbers of cuts do not match with Actual Number of Cuts then run Daily Curve Updation report. User Input: For creation of Daily Curve Updation, please follow Billing User Manual.iii. User needs to verify for the message whether ‘System is ready for PRN file processing’ or ‘System is not ready for PRN file processing’. If the message says that ‘System is not ready for PRN file processing’ then user need to verify the expected number of cuts and actual number of cuts. If the message says that ‘System is ready for PRN file processing’ then user may process the PRN files.


iii. Check for the message whether ‘System is ready for PRN file processing’

i. Check for the Daily Curves whether ‘System is ready for PRN file processing’

ii. Expected number of cuts should match with Actual number of cuts

i. Enter Bill Period Start Date

ii. Click Run

d. Daily Curve Updation:

If number of cuts missing in the data cut table because of any issues, Daily Curve Updation report has been configured which will insert the missing cuts to data cut table.

Daily Curve Updation will be scheduled to run automatically at 5 am every day which missing cuts will be updated.

User can run this report manually to fill the missing cut.

Navigation: Meter Data Management > Run Reports> DAILY CURVE UPDATION


Daily Curve Updation report has been schedule

Click on DAILY CURVE UPDATION

Input Data:

Start Date: <15-Mar-2012> [Select Start Date for which Daily Cuts are missing]Click Run

View Daily Curve Updation Report output:

Navigation: Meter Data Management>View Report>Daily Curve Updation for 15-Mar-2012

For details about Scheduling Daily Curves Updation, please refer MDM User Guide.


i. Enter Start Date

ii. Click Run

3.1.2 Step 20: Process PRN file

Prerequisites:

i. User needs to verify that expected number of cuts matches with actual number of cuts for each day of the month considered for billingii. XX_IMPORT_MONTHLY_MRI run time service should be started

Place the PRN files under following location in webserver: D:\services\Lodestar\PRNS

iii. A separate run time service has been configured to process non-ABT compliant meterdata such as Jain Steel, Action Ispat and SMC Power

iv. XX_IMPORT_MONTHLY_MRI run time service should be started

v. Place the PRN files for the above 3 Generators under following location in webserver: D:\sharingfeeder


XX_IMPORT_MONTHLTY_MRI started

3.1.3 Step 30: Add Station consumption

Please refer section 4.2 for detail

3.1.4 Step 40: Approve Cuts in Staging

After PRN file processing, cuts failed in validation will be stored as Reading Category as Staging Status.

User needs to run Billing Ready Report to view number of cuts in Staging status before approval of cuts.

Navigation: Billing> Run Reports> BILLING READY REPORT

9583434704


XX_IMPORT_SHARINGFEEDER started

Click BILLING READY REPORT

Input Data:Account ID:<SOUTHCO_ENERGY> [Select Account ID] Bill Cycle Start Date: <01-Feb-2012>[Select Bill Cycle Start Date]Click Run.

Once user click run, two PDF reports will generate.

i. Billing Ready Reportii. Billing Ready Summary Report

Billing Ready Report will show all the cuts in Staging Status whereas Billing Ready Summary Report will show aggregated number of rows in Staging Status.

View pdf report to find number of cuts is Staging status.

Navigate to Billing> View Reports> BILLING READY REPORT FOR SOUTHCO_ENERGY, Feb-12


Click APPROVAL OF CUTS IN STAGING

iii. Click Run

i. Enter Account ID (Mandatory)

ii. Enter Bill Period Start Date

Navigation: Billing> Run Reports> APPROVAL OF CUTS IN STAGING

User needs approve all the cuts in staging under following accounts:

1. CESU_ENERGY2. WESCO_ENERGY3. NESCO_ENERGY4. SOUTHCO_ENERGY5. CGP_EA

In the APPROVAL OF CUTS IN STAGING screen, Account ID is the mandatory field.

If user wants to approve all the cuts in staging status under an account then they will provide the account id mentioned above

If user wants to approve each cuts meter wise then they have to enter Account ID, Meter ID and Bill Period Start Date



Click Adobe Acrobat

For more details please refer section 6.1

3.1.5 Step 50: Run Bill Determinants Calculation

Please refer section 4.3.1 for detail procedure.

3.1.6 Step 60: Run Billing Reports(Energy Flow, Initial Final & Station Consumption Report)

Please refer section 4.3.2, 4.3.3 & 4.3.4

3.1.7 Step 70: Request for new set of MRI data

Request for new set of MRI can be made in the following cases:- MRI Download error- Missing Read found in MRI

3.1.8 Step 80: Process New MRI file

Please follow steps mentioned in step 20

3.1.9 Step 90: Run Bill Correction

Please refer section 4.3 for details procedure.

3.1.10Step 100: Generate Notification and approve work queue for invoice

Generation. Please refer section 4.4 for details process.

4 GRIDCO Energy Bill Determinants for DISCOM

4.1 Billing Configurations 4.1.1 Account History

Navigate to Account: Entity Management >Account




iii. Click Run

Search for Account <Select Account>

Input Data:Account ID:<SOUTHCO_ENERGY> [Enter Account ID]

On the search result page, click on Account Related Tables link.

Account History, Bill History & Rate Code History are child table of Account table and can be accessed from child table.

Click on Account History child table link.


Click on Account Related Tables

In the Account History screen Select Billing Cycle as Monthly Energy Bill Cycle and click Save.

Click on Billing Cycle in the Account History Screen.


Click on Account History

i. Select the Billing Cycle

ii. Click Save

iii. Click on Billing Cycle

Click on Billing Cycle Date in Billing Cycle screen.

Billing cycle date will be auto generated & will be controlled through bill history auto generation program mentioned in section 4.1.2. Billing cycle date shows Read Date & Bill month for which bill determinant will be generated.


Click Billing Cycle Dates

4.1.2 Bill History

4.1.2.1 Bill History Auto generation

Bill History will be generated through Bill History auto generation program.

Navigate to Billing>Run Reports>Bill History Auto Generation

This report generates Bill History and Account history for a bill cycle. This report has been scheduled to run automatically but if required user can run this Report manually also.

Please refer section 5.2 for more details about Bill History Auto Generation

4.1.3 Rate Code History

Navigate to Account : Entity Management >Account


Data: SOUTHCO_ENERGY


SCHEDULE BILL HISTORY AUTO GENERATION

In the Rate Code select XX_RC_BILLING_DISCOMS_ENERGY_BILL_DETERMINANTS and click Save.

4.1.3 Setup of Work Queue for Invoice Generation


Click on Rate Code History

i. Select Rate Code

ii. Click Save

Setup of Work Queue for GRIDCO Invoice generation:


Click Set Default Menu

Click Work Queue User Approval

Click Search

In the above configuration, user can only be edited. E.g fin.dipti user is trasnsferred or on leave then admin can assign another user before work queue generation.

4.2 Bill Determinant Generation

4.2.1 Current / Final Bill

User will Run the Current/Final Bill to generate Bill Determinants for a month. Energy Bill Determinant to be generated first then only Bill Determinant for Transmission Billing/Wheeling Charge billing will be generated.

Navigation: Billing>Calculation>Current/Final Bill

Input Data:Account: <SOUTHCO_ENERGY>


i. Remove fin.dipti and attach another user

ii. Click Save

Bill to Date Time:<Enter bill to date and time> for which Bill Determinant will be generated. If Bill Determinant will be generated for Feb 2012 then Select Date as : 29-Feb-2011 & time 23:59:59Bill Type: Current BillSaving Approach: :< Automatically save/approve each page if it is ok>

Click Run

Navigation >View Report> CURRENT BILL FOR SOUTHCO_ENERGY, Feb-12


Click CURRENT BILL FOR SOUTHCO_ENERGY, Feb-12

Click on‘Run’

i. Select Account

ii. Click onSOUTHCO_ENERGY

iii. Select Date & Time

iv. Current Bill

v. Select Saving Approvals

Navigate to Bill History Table through Account Table.

Navigation: Account> Bill History

Bill Time will be populated once the Bill Determinant Generated successfully. Click on Bill History Values link in the Bill History Screen to view Bill Determinant for the month.

Click on Bill History Values child table.


Click to view Bill History Values

Energy, SMD, SMD Time & Station Consumption

Bill History Value will show generated Bill Determinants.

Bill Determinant code defined in system:


Click Bill History Values

4.2.2 Energy Flow Report

Navigation: Billing>Reports>GRIDCO>Run Reports

Click on ENERGY FLOW REPORT MAIN CHECK CONSIDERED

Input Data:Account: <SOUTHCO_ENERGY>Bill Period Start Date:<01-Feb-2012> Bill cycle for which Energy Flow report will be generated


Select Energy Flow Report

Run the Report. Report should be generated successfully.

View Energy Flow Report output: Navigation: Billing> Gridco> View Report



Click on‘Run’

Report Generated in Acrobat

Select Adobe Acrobat

4.2.3 Initial Final Report

Navigation: Billing Reports GRIDCO Run ReportsClick on INITIAL FINAL MAIN CHECK CONSIDERED REPORT

Input Data:Account: <SOUTHCO_ENERGY>Bill Period Start Date:<01-Feb-2012> Bill cycle for which Energy Flow report will be generated


View Initial Final Report output: Navigation: Billing> Gridco> View Report



Select Initial Final Report

Click on‘Run’

PDF format of the Initial Final Report:

4.2.4 Station Consumption Report

Add Consumption Data

Navigation: MDM Data Management -> Usage Add/Edit -> ADD (Consumption)


Report Generated in Acrobat


In the Edit Usage screen please enter following details:

Input Data:Meter Data Channel: <OSE01839>[Select Meter]Unit of Measure: KWStart Read Time:<01-Apr-2011>[Enter start read time]Stop Read Time:<30-Apr-2011>[Enter start read time]Start Value: <100>[Enter Start value]Stop Value: <200> [Enter Start value]Click Save and Validate.


After all the station consumptions are added then only Station consumption Reports can be generated

Navigation: Billing>Reports>GRIDCO>Run Reports

Click on STATION CONSUMPTION REPORT

Input Data:Account: <SOUTHCO_ENERGY>Bill Period Start Date:<01-Feb-2012> [Bill cycle for which Energy Flow report will be generated]

Click Run


ii. Click Save

iii. Click Validate

Total Value will be Populated Generated automatically

i. Enter Details


View Station Consumption Report output: Navigation: Billing> Gridco> View Report


PDF format of the Station Consumption Report:


Click on‘Run’


4.3 Bill Correction

User Can Run Bill Correction to generate revised Bill Determinant for previous months with final set of MRI data. Every month Gridco will generate bill determinant on 2nd or 3rd of the Month once all the MRI reads received. MRI files will be downloaded to PRN file & will generate Bill Determinant for the month by running current/final bill. New set of MRI data will be requested for those meter for which MRI has not received or having missing reads. So, once the MRI reads received it will be processed but revised bill determinant will be generated at next month Bill generation process.

For example: For July Bill Determinant generated on 3rd August & Bill served to customers on same day. New set of MRI received on 3rd week. On 3rd September Billing process will start with: Bill Determinant generation(Which is Bill Correction) for July and Current/Final bill for Bill determinant generation for August.

Navigation: Billing>Calculation>Bill Correction

Input Data: Account: <SOUTHCO_ENERGY>[Select an account]Correction Type:<Cancel/Rebill> Bill History: <Select a Bill History period>Saving approach :< Automatically Save/Approve if the page it is ok>Click Run.


Navigation: Billing>View Report>CANCEL/REBILL FOR SOUTHCO_ENERGY,Feb-12


vi. Click on‘Run’

ii. Bill CorrectionType

i. Enter Account: SOUTHCO_ENERGY

iv. Select Bill History


Click CANCEL/REBILL FOR SOUTHCO_ENERGY,Feb-12

iii. Select Bill History

User can Navigate to Bill History Value to check modified Bill History Value.

Gridco will generate Energy Flow Report, Initial Final again with revised meter reads.

4.4 Setup of work queue for Invoice Generation

After the verification of bill determinant generation and energy flow report generation, EASS user will generate report Notification for GRIDCO Invoice Generation. This report will generate Work Queue for GRIDCO Invoice Generation . EASS admin (Mr. P.K. Mishra) will verify the work queue and approve the work queue so that same will be assigned to Finance user for Invoice generation.

Navigation: Billing>Run Reports>Notification for GRIDCO Invoice Generation


Energy, SMD, SMD Time & Station Consumption

ii. Click Run

i. Enter Details

Navigate to Billing>View Reports to view the output of the report.

Now, Mr. P.K. Mishra will login to the system and will navigate to ‘My WQ Approvals’.

In the MY WQ Approvals screen click Details Tab.


Click the report

Assigned to EASS admin ‘pkmishra’

Click My WQ Approvals

Below screen will open:

Following note screen will appear:


Click this link

Click Approve

i. Enter Note

ii. Click OK

Work Queue will be sent to finance user for invoice generation.

5 GRIDCO Energy Bill Determinants for LTOA Customers

5.1 Billing Configurations 5.1.1 Account History



Input Data:Account ID:<NALCO_ENERGY> [Enter Account ID]






In the Account History screen Select Billing Cycle as Monthly Energy Bill Cycle and click Save.






ii. Click Save



5.1.2 Bill History



Please refer section 4.1.2.1 for more details about Bill History Auto Generation




Input Data:Account ID:<NALCO_ENERGY> [Enter Account ID]



In the Rate Code select XX_RS_BILLING_LTOA_ENERGY_BILL_DETERMINANTS and click Save.





Input Data:Account: <NALCO_ENERGY>



Select Rate Code

Bill to Date Time:<Enter bill to date and time> for which Bill Determinant will be generated. If Bill Determinant will be generated for Nov 2011 then Select Date as : 30-Nov-2011 & time 23:59:59Bill Type: Current BillSaving Approach: :< Automatically save/approve each page if it is ok>

Click Run

For viewing Current/Final Bill report output and viewing Bill History value, please refer section 4.2.1.

5.3 Bill Correction

Bill Correction will follow the same step as shown in Bill Correction section 4.3 in Energy Bill for DISCOM

6. OPTCL Wheeling Bill Determinant for DISCOM

6.1 Billing Configurations

6.1.1 Account History



Input Data:

Account ID: <SOUTHCO_WHEELING>


Click on‘Run’

i. Select Account

ii. Click onNALCO_ENERGY


iv. Current Bill


In the Account History screen Select Billing Cycle as Monthly Wheeling Bill Cycle and click Save.





ii. Click Save




6.1.2 Bill History






Navigate to Bill History through Account Table. Click on Bill History

Bill History Populated successfully.




Input Data: SOUTHCO_WHEELING


Click on Bill History

In the Rate Code select XX_RC_BILLING_DISCOMS_WHEELING_BILL_DETERMINANTS and click Save.




Pre-requisites before generating bill determinants:1. Energy Bill Determinants should be generated prior to generation of wheeling bill determinants.


Input Data:



Select Rate Code

Account: <SOUTHCO_WHEELING>Bill to Date Time:<Enter bill to date and time> for which Bill Determinant will be generated. If Bill Determinant will be generated for Feb 2012 then Select Date as : 29-Feb-2012 & time 23:59:59Bill Type: Current BillSaving Approach: :< Automatically save/approve each page if it is ok>

Navigation: Billing>View Report>CURRENT BILL FOR SOUTHCO_WHEELING, FEB-12


Report Generated Successfully

vi. Click on‘Run’i. Select

Account ii. SelectSOUTHCO_WHEELING


iv. Current Bill


Energy & Station Consumption

Navigate to Bill History Table through Account Table.

Navigation: Account> Bill History

Bill Time will be populated once the Bill Determinant Generated successfully. Click on Bill History Values in the Bill History Screen to view Bill Determinant for the month.

Bill History Value will show generated Bill Determinants.


Click Bill History Values

Click to view Bill History Values

Bill Determinant code defined in system:

6.3 Bill Correction

Bill Correction will follow the same step as shown in Bill Correction section 4.3 in Energy Bill for DISCOM.

7. OPTCL Wheeling Bill Determinant for LTOA Customers

7.1 Billing Configurations

7.1.1 Account History




Input Data:

Account ID: <NALCO_WHEELING>






In the Account History screen Select Billing Cycle as Monthly Wheeling Bill Cycle and click Save.





ii. Click Save




7.1.2 Bill History






Navigate to Bill History through Account Table. Click on Bill History

Bill History Populated successfully.




Input Data: NALCO_WHEELING


Click on Bill History

In the Rate Code select XX_RS_BILLING_LTOA_WHEELING_BILL_DETERMINANTS and click Save.




Pre-requisites before generating bill determinants:1. Energy Bill Determinants should be generated prior to generation of wheeling bill determinants.




Select Rate Code

Input Data:Account: <NALCO_WHEELING>Bill to Date Time:<Enter bill to date and time> for which Bill Determinant will be generated. If Bill Determinant will be generated for Feb 2012 then Select Date as : 30-Nov-2011 & time 23:59:59Bill Type: Current BillSaving Approach: :< Automatically save/approve each page if it is ok>

For viewing Current/Final Bill report output and viewing Bill History value, please refer section 4.2.1.

7.3 Bill Correction

Bill Correction will follow the same step as shown in Bill Correction section 4.3 in Energy Bill for DISCOM.

8. Billing Related Reports

Reports available under Billing menu are:

8.1 Approval of cuts in staging8.2 Bill History Auto Generation8.3 Billing Ready Report8.4 Energy Flow Analysis Report8.5 Main Check Comparison Report8.6 Meter Event Report


vi. Click on‘Run’

i. Select Account ii. Select

NALCO_WHEELING


iv. Current Bill


8.1 Approval of cuts in staging

This report approves all the cuts account wise that are in staging stage.

Navigate to Billing> Run Reports> APPROVAL OF CUTS IN STAGING

User needs approve all the cuts in staging under following accounts:

1. CESU_ENERGY2. WESCO_ENERGY3. NESCO_ENERGY4. SOUTHCO_ENERGY5. CGP_EA

In the APPROVAL OF CUTS IN STAGING screen, Account ID is the mandatory field.

If user wants to approve all the cuts in staging status under an account then they will provide the account id mentioned above

If user wants to approve each cuts meter wise then they have to enter Account ID, Meter ID and Bill Period Start Date



Input Data:Account ID:<SOUTHCO_ENERGY>Meter ID(Optional Field): If user wants to approve the cuts meter wise then he has to select the meter attached to that AccountBill Period Start Date:<01-Feb-2012> Click Run

View APPROVAL OF CUTS IN STAGING Report output: Navigation: Billing>View Report

Click APPROVAL OF CUTS IN STAGING FOR SOUTHCO_ENERGY, Feb-12 LSRate report to view the cuts that have been approved.


1. Enter Account ID (Mandatory)

2. Enter Bill Period Start Date

3. Click Run

Click APPROVAL OF CUTS IN STAGING FOR SOUTHCO_ENERGY

8.2 Bill History Auto Generation

This report generates Bill History and Account history for a bill cycle. This report has been scheduled to run automatically but if required user can run this Report manually also.

For Editing the schedule, go to Billing>View Reports

Schedule Bill History Auto Generation will be found at the bottom.


Report to SCHEDULE BILL HISTORY AUTO GENERATION


Click to Edit

Click to Edit

Bill History Auto Generation program can be run manually also.

Click on Run


Click Bill History Auto Generation

Click to Save

8.3 Billing Ready Report

User needs to run Billing Ready Report to view number of cuts in Staging status before approval of cuts.

Navigate to Billing> Run Reports> BILLING READY REPORT

Input Data:Account ID:<SOUTHCO_ENERGY>Bill Cycle Start Date:<01-Feb-2012>Click Run.


Click Run

Click BILLING READY REPORT

Once user click Run, two PDF reports will generate.

i. Billing Ready Reportii. Billing Ready Summary Report

Billing Ready Report will show all the cuts in Staging Status whereas Billing Ready Summary Report will show aggregated number of rows in Staging Status.

View pdf report to find number of cuts is Staging status.

View Billing Ready Report output:

Navigation: Billing> View Reports> BILLING READY SUMMARY REPORT FOR SOUTHCO_ENERGY, Feb-12



iii Click Run



PDF format of the Billing Ready Summary Report:

Navigation: Billing> View Reports> BILLING READY REPORT FOR SOUTHCO_ENERGY, Feb-12

PDF format of the Billing Ready Report:


Click Adobe Acrobat

8.4 Energy Flow Analysis Report

Energy Flow Analysis Report segregates the Energy Consumption at each metering point in to MRI Read, Estimated Read & User Replaced Values. E.g. A meter at a metering point records 15 MU. So, this Report shows whether 15MU is actually picked from PRN files or some estimated values have been considered while calculating consumption or user have modified some value intentionally. It gives user option to analyze energy values at every metering point.

Input Data:

Account ID: <CESU_ENERGY> Bill Period Start Date: <01-Feb-2012>Click Run

Report should be generated successfully.

View Energy Flow Analysis Report output: Navigation: Billing>View Report



Click Energy Flow Analysis Report

i. Enter Account ID


iii. Click Run

PDF format of the Energy Flow Analysis Report:

8.5 Main Check Comparison Report

Main Check Comparison Report show comparison of Main Meter values with Check Meter values per metering point wise


Click MAIN CHECK COMPARISON REPORT REPORT

View pdf Report

Input Data:

Account ID: <SOUTHCO_ENERGY> Bill Period Start Date: <01-Feb-2012>Click Run

Report should be generated successfully.

View Main Check Comparison Report output: Navigation: Billing>View Report>Main Check Comparison Report for Southco_Energy,Feb-12



View pdf Report

PDF format of the Main Check Comparison Report:

8.6 Meter Event Report

Meter Event Report shows events recorded in the PRN file such as Power failure.

Input Data:Account ID: CESU_ENERGY Bill Period Start Date: 01-Feb-2012Click Run

View Meter Event Report :

Navigation> Billing> Meter Event Report


Click METER EVENT REPORT

View Meter Event Report output:

Navigation: Billing > Meter Event Report for CESU_ENERGY,Feb-12

PDF format of the Meter Event Report:


i. Enter Account ID


iii. Click Run

View pdf Report

9. Appendix1- Billing Check List

Step No.

Step Name Steps to Verify

Predecessors Mandatory Steps

Steps Verified (Y/N)

Reports to Verify Navigation

1

Run the Daily Curve Processing Status Report

Daily curves are present for the entire billing month. NA

Daily Curve Processing

Status Report

Meter Data Management> Run Reports> Daily Curve Processing Status

Day wise expected Number of Cuts for the billing month should matches with Actual number of cuts. If expected number of cuts do not match with Actual number of cuts then Run Daily Curve Updation Report for the day for which Expected number of cuts do not match with Actual number of cuts.

NA

Message shows whether system is ready for PRN file processing NA

2

Run the Daily Curve Updation Report (Optional)

Run Daily Curve Updation report for the day for which expected number of cuts do not match with actual number of cuts. If expected number of cuts do matches with actual number of cuts and message shows that System is Ready for PRN Processing then this report need not be run

1 Daily Curve Updation

Report

Meter Data Management> Run Reports>Daily Curve Updation

3

Runtime service for PRN file processing should be running in the Web server (192.9.200.54)

LTMH Server should be in started mode

NA NA

C:\LODESTAR\LTMH\Runtime\LTMHServer.bat

LTMH Monitor should have XX_Import_Monthly_MRI & XX_IMPORT_SHARINGFEEDER run time should also be in running mode

NA NA

C:\LODESTAR\LTMH\Runtime\LTMHMonitor.bat


4

Process the PRN file: Place the PRN file in the Web Server in following location: D:\services\Lodestar\ prns

> PRN file will be picked by Run time service and after processing the PRN file will move to the Done folder in following location: D:\services\Lodestar\ prns. >Check the Done folder created on the day wise in which the PRN files have been processed. For example if PRN files are processing on Mar6,2012 then a folder named DONE_2012_Mar_06 will be present in the above location. All the processed PRN files will be present in the Done folder. > For processing non-ABT complaint meter data for SMC Power, Jain Steel and Action Ispat, PRN files for the above meters needs to put in D:\sharingfeeder.

3 NA

> D:\services\Lodestar\ prns (for all PRNS except for non-ABT Complinat meters)> D:\sharingfeeder for processing data for non-ABT compliant meter

5

Check that all the PRN files are processed

Check the following location in the server: D:\services\Lodestar\ prns and D:\services\Lodestar\ prns\XX_IMPORT_MONTHLY_MRI . After processing of all the PRNS the above location will have no PRN to process. User will Run the Main Check comparison report and verify if any PRN files are missing.

4 Main Check Comparison Report

Billing> Run Reports> Main Check Comparison Report

6

Add Substation Consumption

Add Substation consumption and Generate Station Consumption Report NA Station

Consumption Report

Billing>GRIDCO> Station Consumption Report

7

Check that Bill History is available for the Billing Month in consideration

User will check if Bill History is available for 4 DISCOM accounts

NA

Account>Bill History


8Run Billing Ready Report

Run Billing Ready Report account wise & view number of cuts in Staging Status. Following accounts should be selected while running Billing Ready Report:> CESU_ENERGY> WESCO_ENERGY> NESCO_ENERGY> SOUTHCO_ENRGY> CGP_EA

5 Billing Ready Report

Billing> Run Reports> Billing Ready Report

9

Approve all the cuts in staging

Run approval of cuts in staging per DISCOM wise to approve all the cuts in 'Staging' state. Following accounts shpuld be selected for approval:> CESU_ENERGY> WESCO_ENERGY> NESCO_ENERGY> SOUTHCO_ENRGY> CGP_EA

4,5 Billing Ready Report

Billing> Run Reports> Approval of Cuts in Staging

Run Billing Ready Report again after Approval of Cuts for the above accounts. There should not be any acuts found in Staging status

4,5 Billing Ready Report

Billing> Run Reports> Billing Ready Report

10

Run Adjusment of Meter

Events Report

> If PT failure occurs at any service points, Run Adjustment of Meter Event Reports to adjust energy value for the PT failure periods.> If power failure/shutdown happened at some service point then Run Adjustment of Meter Event Reports replace '0' values at the intervals where power failure occured.> If no power failure/PT failue occured for the billing month, then user need not run this report.

4,5,9 Adjustment of Meter Event

Meter Data Management>Run Reports>Adjustment Meter Events


11Run Current/Final Bill

Check that following bill determinants are generated successfully: Energy, SMD & SMD time. 1,4,6,9

Current/Final Bill for <Account><Bill Cycle>

Billing> Calculations> Current/Final Bill

12

Run Energy Flow Report

Check that Energy,SMD and SMD time generated in Current/Final Bill matches with Energy, SMD & SMD Time generated in Energy Flow Report.

10 Energy Flow Report

Billing >GRIDCO> Energy Flow Report MainCheck Considered

13Run Initial Final Report

Run Initial Final report.

10 Initial Final Report

Billing >GRIDCO>Initial Final Report Main Check Considered

14

Generate Notification for Invoice Generation

After bill determinant generation and Energy flow report generation, user needs to run the Notification for Invoice Generation for GRIDCO and OPTCL for each DISCOM account. This process will generate a work queue and will be assigned to EASS Admin (Mr. P.K. Mishra)

12

Notification for Invoice Generation

Billing > Run Reports> Notification For GRIDCO Invoice Generation and Billing > Run Reports> Notification For OPTCLInvoice Generation

15

Approve work queue for Invoice Notification

EASS Admin (Mr. P.K. Mshra) will have to approve all the Invoice generation work queue so that same will be assigned to finance user for invoice generation. 14

My WQ Approvals

Work Queue > My WQ Approvals


to-be process document template · web viewschedule bill history auto generation will be found at...

Documents