Bill XML export

The Bill XML Export task allows you to request bill data with various parameter filter options from IEE for export to external systems.

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:

Export

ClosedExport Directory

Defines the directory where IEE places the file containing exported data. Accept the IEE default file path or click Search to browse to a directory. This parameter supports the standard IEE macros. Reference as ($ExportDirectory) when configuring a task. Exported data is generated by an export task template or an export API.

ClosedExport File Name

Defines the export file name. You can enter a unique file name or accept the default. This parameter supports the standard IEE macros.

ClosedMapping Specification

Enter the full path and file name of the appropriate mapping file if a specific import file needs to be mapped for use during import. The mapping file must be an XSLT transform.

ID Selection

ClosedCustomer

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

ClosedEntity Type

Defines the entity that IEE builds the export file or report around. Entity type supports all main configuration entities. The valid values are as follows.

  • Account

  • Collector

  • Customer

  • Meter

  • Named Formula

  • Premise

  • Repeater

  • Retail Settlement Point

  • Route

  • Service Point

  • Service Provider

  • Settlement Enrollment

  • Settlement Market

  • Settlement Point

  • Settlement Retailer

  • Settlement Zone

  • Transformer

In a task template, select the entity type from the dropdown menu and click Search to find the specific ID. Click the appropriate row in the search results and click OK to add the ID to the task template.

  • Application Group. Defines the unique identifier of the AMI application group entity. Application groups gather multiple endpoints into a single category so you can perform operations on multiple meters at once. Enter the name of your application group.

  • Meter Program. Enter the Meter Program ID.

  • Meter ID. Click the Search button to locate the meter.

ClosedEntity ID

Defines which specific entity (service point, customer, account, premise, meter) to include in the export. This parameter is unavailable unless you select the group or default options next to entity type. The Entity ID name changes depending on the entity type parameter. Entity IDs are also known as Node IDs.

Date Selection

ClosedBill Period

Defines the time period in which bill data falls. Enter the bill period dates.

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).

Other parameters:

ClosedBill Status

ClosedLast Status Date

Enter the date of the most recent bill status change. Last Status Date is an export parameter.

ClosedInclude GL Account

Determines whether to include the general ledger (GL) account. Select True to include the GL Account in bill export data. Select False to exclude the GL Account from bill export data.

ClosedInclude Bill Status

Determines whether to include the bill status. Select True to include the bill status in bill export data. Select False to exclude the bill status from bill export data.

ClosedInclude Bill Notes

Determines whether to include bill notes. Select True to include Bill Notes in bill export data. Select False to exclude Bill Notes from bill export data.

ClosedInclude Line Details

Determines whether to include line details in export data. Select True to include the Line Details in bill export data. Select False to exclude the Line Details from bill export data. For example, if you select False, bill export data contains only header information.