EDI867CA export

Use the following procedure to configure a task template:

  1. Go to System Operations > Task Management > Task Templates.

  2. Use the dropdown menu to select the Task Type and Task Template. (Click Add to create a new task template. For more information, see Adding task templates.)

  3. Configure the Task specific parameters. These parameters are defined after step 5 of this procedure.

  4. Configure the Common task template parameters. For more information, see Task template parameters.

  5. Click Save.

Task specific parameters:

ID Selection

ClosedEntity Type

ClosedCustomer ID

The residential, commercial, or industrial consumers with whom the utility company has a contractual commitment to sell metered resources.

Date Selection

ClosedTime Period

Defines the time span of the data to include in the task for exports, reports, and other tasks. Some common time periods include: Today, Yesterday, Month, Month to Date, Week, Week to Date, Year, and Year to Date.

ClosedStart Date

ClosedEnd Date

Defines the last day from which to include data in the task. To include the full 24 hours of the last day, the task will be scheduled with an adjusted End Date (that is, adding one day to the End Date entered in the task parameter).

ClosedTime Zone

Other Properties

ClosedExport Directory

Defines the path where to write the export files. Where applicable, click Search to navigate to the appropriate directory.

ClosedInterval Length

Defines the number of minutes to use for intervals in exported data, in the absence of a specified value for exports and workgroups data. Instead of specifying an interval length here, you can check As Metered. If you select As Metered, then the Interval Length option is inactive.

ClosedAs Metered

Determines if IEE exports data using the metered interval length (instead of specifying an Interval Length). Select this check box to enable this parameter.

ClosedAggregate on Export

ClosedOutput Usage

ClosedUsage Indicator

Defines the purpose of the usage data. For example, you can filter the export to include only test usage data or only production usage data.

ClosedTransaction Set Purpose Code

Defines the reason code to use for this export.

ClosedBilling Cycle ID

Defines the unique identifier of the billing system cycle associated with the entity type. Billing cycles enable prioritization by billing due dates. The valid values are as follows:

  • Allow Overrides

  • Valid ScheduleID Only

  • Override Default

ClosedSummary Directory

Defines directory where the task creates a file with summary information about the export. Type the file path to the directory or click Search to navigate to the directory.

ClosedSummary File Name

Defines the filename of the summary file created by the export task. Enter a descriptive name.