prorata setting - utilitybilling.com

Prorata Setting

UTILIBILL QUICK START GUIDE

Sys. Ver. 7

2 July 2020

Quick Start Guide: Prorata Setting

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1 OVERVIEW

This document serves as a guide in using the Utilibill Web Portal for configuring prorata settings.

1.1 Scope

Before creating pro-rata settings, have the complete information ready. Also have the following setups completed beforehand:

• Rate Plan

• Usage TOU Definitions (if needed)

• Demand TOU Definitions (if needed)

• Tax Type (if needed) This document covers:

- Creating a rate plan - Creating a prorata setting - Editing a prorata setting - Importing prorata settings.

Note(s):

➢ Please refer to Rate Plan Creation Quick Start Guide documentation for further details of TOU Definitions and Tax Types. These are not covered in this document.

➢ Please confirm what tariffs can be used for rate plans with your account manager.


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2 CREATING A RATE PLAN

2.1 Create new plan page

Figure 2-1 Menu items

Figure 2-2 Add Rate Plan popup

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Figure 2-3 Add Tariff popup

2.2 Create new plan steps

1. In the dashboard, click Plans tab.

→ Rate Plans web page is loaded.

2. Click Create new plan button.

→ New Rate Plan dialog is displayed.

3. Input the required details of the new rate plan.

→ Selections are displayed.

4. Select TOU Definitions if needed.

→ Selections are displayed.

5. To add a tariff, click Add Tariff button.

→ Add Tariff dialog is displayed.

6. Input the required fields of the new tariff.

→ Inputs are displayed.

7. [Optional] If setting a different tax type, choose it from Tax type dropdown.

→ Selection is displayed.

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8. Click Add button.

→ Add Tariff dialog is closed. The newly added tariff is displayed in a table in Rate Plan screen.

9. To save the new plan and its tariffs, click Publish button.

→ Success message is displayed.


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3 CREATING A PRORATA SETTING

3.1 Create a prorata setting page

Figure 3-1 Plans page

Figure 3-2 Rate Plan popup

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Figure 3-3 Prorata Settings popup

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3.2 Create a prorata setting steps



2. Click Edit Rate Plan icon for the newly created plan.

→ Edit Rate Plan dialog is displayed.

3. Click Prorata setting icon.

→ Prorata Settings popup is displayed.

4. Set Enable prorata? toggle to YES.

→ The From and To date inputs will be enabled.

5. Input the From and To dates and Rate and click Add (+) button.

→ The entry is added to the rate table.

6. Click Close button.

→ Prorata settings popup is closed and Edit Rate Plan returns to focus.

7. To save the changes click Publish button.

→ The prorata settings should take effect when bill run is executed.


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4 EDITING A PRORATA SETTING

4.1 Edit a prorata setting page

Figure 4-1 Plans page

Figure 4-2 Rate Plan popup

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Figure 4-3 Prorata Settings popup

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Figure 4-4 Prorata Settings edit

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4.2 Edit a prorata setting steps



2. Click Edit Rate Plan icon for the newly created plan.

→ Edit Rate Plan dialog is displayed.

3. Click Prorata setting icon.

→ Prorata Settings popup is displayed.

4. Click Edit icon of the setting to be updated.

→ The setting is displayed in the editable row above the settings list.

5. Update the From date or To date or the Rate and click Add (+) button.

→ The entry is re-added to the rate table.

6. Click Close button.

→ Prorata settings popup is closed and Edit Rate Plan returns to focus.

7. To save the changes click Publish button.

→ Success message is shown. The prorata settings should take effect when bill run is executed.


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5 GETTING THE TARIFF CODE FOR IMPORT

5.1 Plan Tariff Summary page

Figure 5-1 Reports page

Figure 5-2 Rating Reports page

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Figure 5-3 Plan Tariffs Summary parameters page

Figure 5-4 Plan Tariffs Summary report

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5.2 Get the Tariff Code steps

1. In the dashboard, click Reports tab.

→ Reports page is loaded.

2. Click Ratings icon under Reports section.

→ Rating Reports page is displayed.

3. Click Plan Tariffs Summary link.

→ Plan Tariffs Summary parameter page is displayed.

4. Enable Tariff Code and Prorata Options checkbox.

→ Under Prorata Options the Latest rate radio button is enabled. Select All prorated rates if

you want to see historical prorated rates including latest rate.

5. Click Next button.

→ The Plan Tariffs Summary report is displayed.

6. Copy the relevant code (put in a sticky note or download the whole report to a csv file for

reference). This will be used when importing Prorata Settings (see next chapter).


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6 IMPORTING A PRORATA SETTING

6.1 Import a Prorata Setting page

Figure 6-1 Prorated Tariff, Admin page

Figure 6-2 Prorated Tariff Import

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Figure 6-3 Prorated Tariff Import Zip File

Figure 6-4 CSV input

Plan No Code Date Start Date End Rate

104 RBLCEEINCN 1/1/2021 31/12/2021 0.7

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Figure 6-5 Prorated Tariff Import page

Figure 6-6 Import button

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6.2 Import a Prorata Setting steps

1. In the dashboard, click Admin menu icon.

→ Admin page is loaded.

2. Click Prorated Tariff icon under Import Setup Tools.

→ Prorated Tariff Data Import page is loaded.

3. Click Download Import Template button to download the Excel template for import.

→ Save File popup will be displayed.

4. Click OK button then select a folder where the file will be saved.

→ The zip file should be downloaded successfully.

5. Unzip the download file.

→ The downloaded zip file contains the Excel file template and Word documentation when

unzipped.

6. Follow instructions from the Word documentation and fill up the CSV template file. Save it.

→ The file is successfully saved.

7. Click Insert File icon and select the saved template.

→ The file name will be displayed under File text input.

8. Input a Description for the import and click Upload File button.

→ The description will be displayed under Import History table.

9. Click on the green Import button.

→ A confirmation message will be shown.


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10. Click the OK button.

→ A progress message will be shown.

→ When import is finished, a success message is shown. The prorata setting has been

successfully imported.

prorata setting - utilitybilling.com

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