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This documentation relates to EnergyCAP version 3.6.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Description

The bill split specifications must be defined before running the Chargeback Processor.  These specifications are established by creating a Chargeback Distribution.

This topic will...

    • describe the process for creating a new Chargeback Distribution from the Customers & Chargebacks Tree View specifically for Split Bill scenarios.

Step-by-Step

  1. Select Customers & Chargebacks from the Main Menu. The Chargeback Tree View will be displayed on the left.

  2. Click the Add button below the Tree View. Click the Create Chargeback Distribution menu option.

  3. On the general tab, complete all the fields and then click save.
    1. Search for the account that the Distributions Master Meter is attached to.
    2. Select the master meter from the dropdown
    3. Change the Effective Date if it is a date other than 01/01/2004

  4. From the Chargeback Setup tab, manipulate the setup tree until it depicts the correct Chargeback Distribution.  Refer to the Additional Information section below for an explanation of control functions.
    1. Split Bill Distribution Setup

      1. Select the add distribution target button () and select the desired type of chargeback to create.
      2. For this section we are reviewing setting up Split Bill Distributions, so select 'Split Bill'

        NOTE:  additional split bill targets can be added by selecting the 'Add Split' button in the upper left corner of the Split Bill window/box.
      3. Once all of the Split Bill target account/meters have been selected for the distribution, you can assign the desired split percentages
      4. It is possible to also add a Service Charge to almost any step of the split bill distribution setup.
      5. When complete, click Save.  The new distribution will be displayed on the tree to the left.

    2. Submeter Chargeback Distribution Setup
      1. Select the add distribution target button () and select the desired type of chargeback to create.
      2. For this section we are reviewing setting up Submeter Distributions, so select 'Add Submeter'
      3. When 'Add Submeter' is selected, there is additional meter details that will need to be provided
        1. Submeter Code or Display name
        2. Usage Channel details
        3. Demand Channel details (if applicable)
      4. Then select the desired cost calculation method (Most l, Most Recent bill, or use rate)
        1. Use the Average Unit Cost from a specific meter that you set and of the following bill scenrios:
          1. Most Closely Matched bill
          2. Most Recent bill
        2. Use Rate
          1. Requires that you select the desired rate to be used when calculating cost.
      5. When complete, click Save.  The new distribution will be displayed on the tree to the left.

Rules & Restrictions

  • A meter can only be added as a destination meter once per distribution
  • A destination meter must be of the same commodity as the master meter.  
  • A master meter of one distribution can also be a destination meter of another distribution
  • A meter may show up in the create bill widget search multiple times if the meter is attached to more than one account.

Additional Information

ObjectFunctionality

Current add options are Add an Account Charge and Add a Bill Split. Selecting either menu option add a widget to the Chargeback Setup directly under the add button

Account charges will be added to the bills created for the destination meters. The position of the Account Charge widget in the setup hierarchy determines which meters the account charge will be applied to.

The meter and customer selected will be the recipient of the bill split. If the meter cannot be found using the search, a new meter can be added by selecting the Add button to the right of the field. Selecting this will launch the account/meter wizard. No setup information will be lost by selecting this button.

The exact amount of the master bill that will be allocated to the destination meter is determined by the split percentage field. Use the Add Split button to incorporate more destination meters.
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