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  • SETTLEMENT USER INTERFACES Market and Transmission

    Published on 1/17/2020

    By IT Settlements

  • Southwest Power Pool, Inc.

    REVISION HISTORY

    DATE AUTHOR CHANGE DESCRIPTION COMMENTS

    12/21/2018 IT Settlements Staff

    Created initial document for UIs available in the new Settlement Management System.

    Required updates for Settlement System Replacement Project.

    01/24/2019 IT Settlements Staff

    Added FSE Validation report

    02/05/2019 IT Settlements Staff

    Added event notifications available for registration in the Notification UI. Updated Calendar UI section.

    05/01/2019 IT Settlements Staff

    Updated Meter Report Card and Interchange Report sections.

    Removed MP Interchange Report.

    Updated Status Message section with new statuses.

    06/28/2019 IT Settlements Staff

    Updated Meter Reports with new screenshots.

    11/22/2019 IT Settlements Staff

    Corrected the name of the EQR reports. Changed from EQR Report to EQR Data to match the Portal. Added clarification regarding Meter Data submissions made prior to S7 window open.

    1/17/2020 IT Settlements Staff

    Changed Settlements-New references to Settlements.

  • Southwest Power Pool, Inc.

    1

    CONTENTS

    Revision History ......................................................................................................................................................................... i

    About This Guide ..................................................................................................................................................................... 4

    Purpose ................................................................................................................................................................................... 4

    Supporting Documentation ............................................................................................................................................ 4

    Terminology .......................................................................................................................................................................... 5

    Introduction ............................................................................................................................................................................... 7

    User Access ............................................................................................................................................................................ 7

    Supported Browsers .......................................................................................................................................................... 7

    User Interface ............................................................................................................................................................................ 8

    General Layout ..................................................................................................................................................................... 8

    Navigation .............................................................................................................................................................................. 8

    File Upload ............................................................................................................................................................................. 9

    File Download ...................................................................................................................................................................... 9

    Status Messages ................................................................................................................................................................... 9

    Market Settlement – Calendar .......................................................................................................................................... 11

    View Calendar .................................................................................................................................................................... 11

    Market Settlement – Bilateral Schedules ..................................................................................................................... 12

    Sort and Filter Options ................................................................................................................................................... 12

    Create Contract Header .................................................................................................................................................. 13

    Update Contract Header ................................................................................................................................................ 14

    View Contract Header ..................................................................................................................................................... 15

    Approve/Deny Contract Header ................................................................................................................................ 16

    End Contract Header ....................................................................................................................................................... 17

    Submit Contract Profile .................................................................................................................................................. 18

    View Contract Profile ...................................................................................................................................................... 20

    Approve/Deny Contract Profile .................................................................................................................................. 21

    View BSS Contract Details Report .............................................................................................................................. 22

    View FSE Validation Report ......................................................................................................................................... 23

    Market Settlement – Meter Data ..................................................................................................................................... 24

    Submit Meter Data ........................................................................................................................................................... 24

    View Meter Data Submission Log .............................................................................................................................. 25

  • Southwest Power Pool, Inc.

    2

    View AO Calibration Report ......................................................................................................................................... 26

    View MA Calibration Report ........................................................................................................................................ 28

    View MA Interchange Report ....................................................................................................................................... 30

    View MA Meter Report Card ........................................................................................................................................ 32

    View MP Calibration Report ......................................................................................................................................... 34

    View MP Meter Report Card ......................................................................................................................................... 36

    Market Settlement – Notification Registration ......................................................................................................... 38

    Available Event Notifications ....................................................................................................................................... 38

    Register for Notifications .............................................................................................................................................. 40

    Update Registration for Notifications ...................................................................................................................... 41

    Market Settlement – Results ............................................................................................................................................. 42

    View AO Determinant Report ...................................................................................................................................... 42

    View AO Statement .......................................................................................................................................................... 43

    View AO EQR Data ............................................................................................................................................................ 44

    View AO FERC EQR Data ................................................................................................................................................ 45

    View MP Statement ..........................