Working with Rate Editors

The Season Definition Editor allows you to create, modify, and delete season definitions for use with seasonal rates. Once a season has been created, it can then be associated with the applicable rate(s).

Season definition begin and end dates must be in a specific format:

• Season Begin Date Starting at 12:00AM for the date listed (i.e. a full 24 hours of the date listed are attributable to the season it is beginning.

• Season End Date End date denotes the END – up to date xx/yy but not including date xx/yy (i.e. 0 hours of the end date day are attributable to the season it is ending.

If two seasons exist, for example summer and winter, the end date of summer should match the start date of winter. And the end date of winter should match the start date of summer. This is required so 365 days of the year are included in a season definition, split between the individual seasons within it.

Not all vendor start and end dates look the same, even if they are the same as shown in the examples below:

Example 1

Electric Company definition

Note the differences when defined in Energy CAP Enterprise

Example 2

Power Company definition

Energy CAP Enterprise defines the periods the same way

Example 3

Gas & Electric Company definition

Note the differences when defined in Energy CAP Enterprise

When a utility describes an end date as "Up to and Including the day", as is the case with Gas & Electric Company above, you must add one day to the end date because Energy CAP Enterprise defines the end date as "Up to but NOT including the day".

In the Gas & Electric Company example, the end date of October 31 becomes November 1 due to the Energy CAP Enterprise definition of end date.

A season definition must have at least two seasons. The sum of the seasons must add up to 365 days. The Begin Day on the subsequent series should be the same as the End Day of the previous series. The End Day of the last series should be the same as the Begin Day of the initial series.

A season definition's begin and end dates must be in a specific format:

• Season Begin Date Starting at 12:00AM for the date listed (i.e. a full 24 hours of the date listed attributable to the season it is beginning)

• Season End Date End date denotes the END – up to date xx/yy but not including date xx/yy (i.e. 0 hours of the end date day attributable to the season it is ending)

If two seasons exist, for example Summer and Winter, the end date of Summer should match the start date of Winter. And the end date of Winter should match the start date of Summer. This is required so 365 days of the year are included in a season definition, split between the individual seasons within it.

When a utility describes an end date as "Up to and Including the day", you must add one day to the end date because the application defines the end date as "Up to but NOT including the day".

1. Select Accounting | Rates. The Rate Manager appears.

2. From the Rate menu, select Editors | Season Definition. The Season Definition Editor window appears.

   • Season definitions are listed by name and (optionally) by vendor. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

3. Add a season definition by clicking . The Create Season Definition window appears.

4. Enter the Season name as it should  appear throughout the system. You are limited to 16 characters. You may use letters (all caps only), numbers, underscores (_), dashes (-), ampersands (&), or slashes (/) but not special characters (such as #, *).

5. If a specific vendor association is desired, select the appropriate vendor from the drop-down list.

6. Click to activate the remaining fields.

7. Click in the Season field then enter the season name. You may use letters, numbers, or characters in any combination.

   • Energy CAP Enterprise recommends keeping the name simple like Summer or Winter.

8. Click in the Begin Day field then click . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

9. Click in the End Day field then click . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

10. Repeat steps 6-9 to add other seasons to this definition.

11. Delete a season by selecting the appropriate season then clicking .

12. After making your selections, click OK. The Create Season Definition window closes.

13. Exit the Season Definition Editor window by clicking Close.

A season definition must have at least two seasons. The sum of the seasons must add up to 365 days. The begin day on the subsequent series should be the same as the end day of the previous series. The end day of the last series should be the same as the begin day of the initial series.

A season definition's begin and end dates must be in a specific format:

• Season Begin Date Starting at 12:00AM for the date listed (i.e. a full 24 hours of the date listed attributable to the season it is beginning)

• Season End Date End date denotes the END – up to date xx/yy but not including date xx/yy (i.e. 0 hours of the end date day attributable to the season it is ending)

If two seasons exist, for example Summer and Winter, the end date of Summer should match the start date of Winter. And the end date of Winter should match the start date of Summer. This is required so 365 days of the year are included in a season definition, split between the individual seasons within it.

When a utility describes an end date as "Up to and Including the day", you must add one day to the end date because the application defines the end date as "Up to but NOT including the day".

1. Select Accounting | Rates. The Rate Manager appears.

2. From the Rate menu, select Editors | Season Definition. The Season Definition Editor window appears.

   • Season definitions are listed by vendor and name. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

3. Select the appropriate season definition then click . The Season Definition Properties window appears.

4. Modify the name by clearing the Name field then entering the new name. You are limited to 16 characters. You may use letters (all caps only), numbers, underscores (_), dashes (-), ampersands (&), or slashes (/) but not special characters (such as #, *).

5. Modify the vendor by selecting the new vendor from the drop-down list.

6. Modify a season name by clearing the Season field then entering the new name. You may use letters, numbers, or characters in any combination. We recommend keeping the name simple like Summer or Winter.

7. Modify a begin day by clicking in the Begin Day field then clicking . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

8. Modify an end day by clicking in the End Day field then clicking . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

9. Delete a season by selecting the appropriate season then clicking .

10. After making your selections, click OK. The Season Definition Properties window closes.

11. Exit the Season Definition Editor window by clicking Close.

1. Select Accounting | Rates. The Rate Manager appears.

2. From the Rate menu, select Editors | Season Definition. The Season Definition Editor window appears.

   • Season definitions are listed by vendor and display. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

3. Select the appropriate definition.

4. Click . The Confirm window appears.

   • Click Yes to delete the season definition.

   • Click No to cancel the operation.

5. Repeat steps 3 and 4 to delete other season definitions.

6. Exit the Season Definition Editor window by clicking Close.

The Time of Use Editor allows you to manage time of use definitions. Time of use definitions are used within Energy CAP Enterprise to define vendors' time of use schedules. Vendors often charge more for electricity during periods of high usage, more electricity is used in mid afternoon than the middle of the night and is therefore charged at a higher cost per unit.

Time of use definitions store the rules a utility company uses to separate raw meter data into time of use periods, allowing Energy CAP Enterprise to accurately recreate time of use based billing data from raw meter data.

1. From the Rate menu, select Editors | Time of Use. The Time of Use Editor window appears.

   • TOUs are listed by vendor and name. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

2. Add a TOU definition by clicking . The Create Time of Use window appears.

3. Enter the name to appear throughout the system. You are limited to 16 characters. You may use letters (all caps only), numbers, underscores (_), dashes (-), ampersands (&) or slashes (/) but not special characters (such as #, *).

4. In the Vendor field, select the appropriate vendor from the drop-down list.

5. In the Holiday Group field, select the appropriate holiday group from the drop-down list.

6. In the Non-peak Period field, enter a name for the non-peak period. This is the catch-all period, typically named Off-Peak. Any time period not specifically defined by the rest of the TOU definition will be part of this period.

7. Click to activate the remaining fields.

8. Click in the Peak Name field then enter the peak name.

9. Click in the Days field then click . The Day Selection window appears.

   1. Select the days to include when this peak period is occurring. If you select Weekdays or Weekends, the option to select individual days is unavailable. Typical rates use either Weekdays or All.

   2. Click OK. The Day Selection window closes.

The Days field is populated with a single letter code representing the selections made. Multiple letters appear if you selected more than one day.

M – Monday, T – Tuesday, W – Wednesday, R – Thursday, F – Friday, D – Weekdays, E – Weekends, H – Holiday

10. Click in the Type field then select the peak type from the drop-down list.

11. Click in the Start 1 field then enter the time using Military time.

12. Click in the End 1 field then enter the time using Military time.

    • If the period of time is being defined for multiple time periods, use the same procedure for the Start 2 and End 2 fields.

13. Repeat steps to 7-12 to add other peaks to this TOU definition.

14. Remove a peak by selecting the appropriate peak then clicking .

15. After making your selections, click OK. The Create Time of Use window closes.

16. Exit the Time of Use Editor by clicking Close.

1. From the Rate menu, select Editors | Time of Use. The Time of Use Editor window appears.

   • TOUs are listed by vendor and name. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

2. Select the appropriate TOU definition then click . The Time of Use Properties window appears.

3. Modify the name by clearing the name field then entering the new name. You are limited to 16 characters. You may use letters (all caps only), numbers, underscores (_), dashes (-), ampersands (&) or slashes (/) but not special characters (such as *, #).

4. Modify the vendor by selecting the new vendor from the drop-down list.

5. Modify the holiday group by selecting the new holiday group from the drop-down list.

6. Modify the non-peak period name by clearing the Non-Period name field then entering the new name. This is the catch-all period, typically named Off-Peak. Any time period not specifically defined by the rest of the TOU definition will be part of this period.

7. Modify the peak name by clearing the Peak Name field then entering the new name.

8. Modify the day selection by clicking in the Days field. The Day Selection window appears.

   1. Select the days to include when this peak period is occurring. If you select Weekdays or Weekends, the option to select individual days is unavailable. Typical rates use either Weekdays or All.

   2. Click OK. The Day Selection window closes.

The Days field is populated with a single letter code representing the selections made. Multiple letters appear if you selected more than one day.

M – Monday, T – Tuesday, W – Wednesday, R – Thursday, F – Friday, D – Weekdays, E – Weekends, H – Holiday

9. Modify the type by clicking in the Type field then selecting the peak type from the drop-down list.

10. Modify the start and end times by clicking in the appropriate field then enter the time using Military time.

11. Remove a peak by selecting the appropriate peak then clicking .

12. After making your selections, click OK. The Time of Use Properties window closes.

13. Exit the Time of Use Editor by clicking Close.

1. Select Accounting | Rates. The Rate Manager appears.

2. From the Rate menu, select Editors | Time of Use. The Time of Use Editor dialog box appears.

• TOUs are listed by vendor and name. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading once more.

3. Select the appropriate TOU definition.

4. Click . The Confirm dialog box appears.

• Click Yes to delete the TOU definition.

• Click No to cancel the operation.

5. Repeat steps 3 and 4 to delete other time of use definitions.

6. Exit the Time of Use Editor dialog box by clicking Close.

The Holiday Group Editor allows you to manage holiday groups. Holiday groups contain a collection of pre-defined days which a utility company observes. Within EnergyCAP Enterprise, time of use definitions "read" the information stored in a holiday group and use that information to break meter data into the appropriate time of use categories.

For example: Vendor XYZ defines on peak usage as usage occurring between the hours of noon and 4 PM on weekdays unless the particular weekday is a holiday, and all other usage is classified as off peak usage. Vendor XYZ would then list the holidays which it observes. The holidays defined by Vendor XYZ would be entered into a holiday group, allowing EnergyCAP Enterprise to properly place all usage recorded for a holiday into the off peak period.

1. Select Accounting > Rates.

2. From the Rate menu, select Editors > Holiday Group. The Holiday Group Editor window appears.

3. Add a holiday group by clicking . The Create Holiday Group window appears.

4. In the Code field, enter the holiday group name

5. In the Display field, enter the name to appear throughout the system. It is recommended that you use the same identifier as displayed in the Code field.

6. Select the appropriate vendor from the drop-down list.

7. Click to activate the remaining fields.

8. Click in the Day field then enter the holiday name.

9. Create the holiday definition by clicking in the Definition field then clicking . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

10. Repeat steps 7-9 to add other holidays and definitions for this holiday group.

11. After making your selections, click OK. The Create Holiday Group window closes.

12. Exit the Holiday Group Editor window by clicking Close.

1. Select Accounting > Rates.

2. From the Rate menu, select Editors > Holiday Group. The Holiday Group Editor window appears.

3. Select the appropriate holiday group then click . The Holiday Group Properties window appears.

4. Modify the display by clearing the Display field then entering the new display. It is recommended that you use the same identifier as displayed in the Code field.

5. Modify the vendor by selecting the new vendor from the drop-down list.

6. Add a holiday by clicking .

   1. Click in the Day field then enter the holiday name.

   2. Create the holiday definition by clicking in the Definition field then clicking . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

7. Remove a holiday by selecting the appropriate day then clicking . The Confirm window.

   • Select Yes to delete the holiday.

   • Select No to cancel the operation.

8. Modify a holiday name by clicking in the Day field then entering the new name.

9. Modify a holiday definition by clicking in the Definition field then clicking . The Recurring Days window appears. Follow the instructions for Setting Recurring Days.

10. After making your selections, click OK. The Holiday Group Properties window closes.

11. Exit the Holiday Group Editor window by clicking Close.

1. Select Accounting > Rates.

2. From the Rate menu, select Editors > Holiday Group. The Holiday Group Editor window appears.

   • Holiday groups are listed by vendor and name. You can sort the lists by clicking on a column heading. Sort the lists in reverse order by clicking the column heading again.

3. Select the appropriate holiday group.

4. Click . The Confirm window appears.

   • Click Yes to delete the holiday group.

   • Click No to cancel the operation.

5. Repeat steps 3 and 4 to delete other holiday groups.

6. Exit the Holiday Group Editor winow by clicking Close.