Assigning rates by service point

Use this tool to assign multiple rate schedules to a service points at one time.

  1. Go to Meter Data Management >Rate Assignment > By Service Point.

  2. Enter the Service Point ID or click Search to use the Using the search utility to locate the service point.

  3. Click Add Rates.

  4. Select one or more rates to be assigned to the service point. Use the Ctrl and Shift keys to select multiple service points. Use the arrow button to move the rates into the Selected Rates column and click OK.

  5. Click a rate in the Rates list to select it.

  6. Click Edit Properties to assign effective start and end dates. These dates define the time period that this rate schedule is assigned to the service point. You can enter the dates directly into the date fields or click the down arrows to select dates from a calendar.

    Note: Effective date and times on rates, bill attributes, and rate assignments are shown relative to the user's workgroup time zone rather than relative to the Service Point time zone. The Service Point time zone is used for bill determinant and rate calculations.

  7. If this rate is a rate the service point is currently using, select Is Current Rate. More than one rate schedule can be designated as a current rate.

  8. Click OK.

  9. To set additional time periods for this rate to be assigned to the service point, select the rate in the Rates list and click Add Effective Period. Enter the start and end dates for the time period that you want this rate assigned to the service point. You cannot create additional effective periods for a rate assignment that starts at the beginning of time (the earliest date in IEE) and continues to the end of time (the latest date in IEE). IEE supports contiguous and non-contiguous effective periods. Time periods between rate assignments can be left empty, with no rate assigned at all.

  10. Click OK.

  11. To specify values and effective dates for any bill attributes assigned to the rate schedule, select the rate in the Rates list and click Edit Bill Attributes. If the attribute value type is a string or decimal, the value column grid will be text boxes. If the attribute value type is Boolean or classes, the column will be a dropdown box. If the value is a date, the grid date control will be used.

    Note: Effective date and times on rates, bill attributes, and rate assignments are shown relative to the user's workgroup time zone rather than relative to the Service Point time zone. The Service Point time zone is used for bill determinant and rate calculations.

  12. In the Display column, select whether users will be able to see or edit the bill attribute in the IEE web client:

    • Hidden. Do not show this bill attribute in the web client.

    • Display. Display this bill attribute in the web client and allow users to edit it.

    • View Only. Display this bill attribute on the web, but do not allow users to edit it.

  13. Click Save.