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You are here: Home Setting Up Rates Overview: Rate Manager

Overview: Rate Manager

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The Rate Manager provides functionality to create, modify, delete, or import utility rates in order to calculate billing information. The Rate Manager can be a powerful tool for investigating savings opportunities such as alternative rates, meter aggregation, and other "what if" scenarios.

EnergyCAP Enterprise uses rates to calculate vendor charges. These charges can then be applied to bill or channel based meter data over specified time periods, from which resulting bill costs are calculated. In bills, a rate can be assigned to either meter or account level data. These calculations can be used to create billing charges (through the virtual bill functionality), or to check billing accuracy through a rate- based audit.

Analysis scripts can use rates to calculate billing charges, either from user-entered bill data values or by using meter data channel information (This scripting activity is session-based and does not require that particular rates be assigned to particular account/meters).

The Rate Manager workspace is divided into two panes:

Hierarchy Pane A hierarchy of vendors and their associated rates displayed similarly to the Windows Explorer display of folders and files. Click rate_lst.gif to navigate to vendors and rates.

 

rt_mgr_tree.gif

rate_img.gif represents the vendor's rate folders

folder.gif represents the rate's version folder

version.gif represents the version's rate properties, bill calculations, and meter details

 

View Pane Displays the selected version's properties and whether the rate script is custom.

EnergyCAP Enterprise defines a custom rate as either:

  • A rate whose script has been modified using the Rate Script Editor.

  • A rate whose properties have been modified using the Simple function.

rate_dsply.gif

Accessing the Rate Manager

  1. On the navigation bar, select the Accounting module.

  2. Click the Rates icon ratesButton.jpg. The Rate Manager appears.

 

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