OpenPay Overview & New Functionality - ATS...OpenPay Overview & New Functionality 5th January 2016: 131148 –Location Ineligible for Remote Meter For locations that are unable to

OpenPay Overview& New Functionality

• June 2015 – May 2016

Account has $85 billed balance outstanding from last billing.

OpenPay Overview & New Functionality

Begin setup process.


Current Owing section of setup.


All billed and unbilled charges currently

outstanding.

Config SETUP_REMOVE_BAD_DEBT = N

or customer has no Bad Debt. Config SETUPPPD_RMV_ARRANGEMENTS

is N or customer has no active Arrangement.

Configs SETUPCHARGE and SETUPCHARGE_CHGCODE are not populated with an Amount and Charge Code.

Prorated dollar calculation of billing charges (ie: kwh, facility, taxes, pca, etc.) from date of last billed reading

(4/15/15) to today (5/14/15).Config

SETUPPPD_RMV_DEPOSITS = N or Account has no paid deposit.

Unbilled Total is the sum of all unbilled usage since the last billed Meter Reading.


Drill into the Unbilled Total link to view the makeup of the

amount.

Determine how much should be paid now and/or how much should be moved to AR Recapture.


Confirm the Payment amount the Member must pay to get started.


The Initial Payment Amount Required will change depending on the amounts

agreed upon and entered for the OpenPay Balance and AR Recapture.

The Initial Payment Amount Required is also dependent on the

Starting OpenPay Balance SETUPMINIMUMCREDITBALANCE, the minimum amount of the credit required on the Account in order

to complete setup.

Take the first Payment to establish a credit balance.

No portion of the initial Payment will apply to AR Recapture.


Setup online access so the Member may review Account Balances, Usage, make Payments, and manage Notifications.


Customer already has online access.

Setup Account Notifications via Email, SMS, and/or Voice.


Daily Balance, Low Balance, Pending Disconnect, Disconnect, and Reconnect.


OpenPay Register view.


If a Remote eligible meter exists at the Service, a request is made to the AMI system to obtain and return a

Meter Status to CIS.

The Register view will default to OpenPay and show a daily bill record for

each day since the last billed reading date. The Register will also show the

transactions relating to:1. moving of money to AR Recapture2. initial Payment

Daily billing.


Daily bill records are cut each day based on usage obtained

from AMI for the previous day.

OpenPay Billed Balance represents the amount that has been daily

billed since the last billed reading.It will increase each day.

The OpenPay Balance will become less each day.

Notifications sent at appropriate times.


Appropriate Notifications sent based on criteria and setup.

Daily Balance message sent each day once the Account daily bills. *Low Balance message sent once the Account daily bills and the balance falls below LOW_BALANCE_THRESHOLD. *Pending Disconnect message sent once the Account daily bills and the balance falls below DISCONNECT_THRESHOLD. *

* And time is between customer preferred time frame.

Conventional billing will create a Billing Variance. This is a comparison between the actual invoice billed and the sum of daily bills for the same usage period. May be a credit or debit.


Review how the Billing Variance was calculated.


For this Account, the sum of the daily bills were LESS than the actual bill,

therefore a charge for the difference was applied to the Account.

Disconnect Accounts that fail to maintain an appropriate balance.

Process may be run manually or automatically and can be suspended and re-enabled at any time.


Processing Remote Disconnect Eligible Meters automatically sends a request

to the AMI systemto shut the meter off.

Non-Remote Disconnect Eligible Meters will have a Cutoff Order

automatically generated which will need to be assigned and a truck rolled,

in order shut the meter off.

Successful disconnect of the Meter updates the Meter Status to ‘Disconnected’. If the Member is subscribed to the ‘Disconnect’ Notification, they will be informed of the minimum Payment that must be made to be reconnected.


Once a sufficient Payment has been made, the Meter is connected. If the Member is subscribed to the ‘Reconnect’ Notification, they will be informed of the reconnect.


23rd June 2015: 128252 – Disconnect Delay

Coops may delay Disconnecting OpenPay Accounts by a specified number of days. This will allow a grace period for the customer instead of their Account being eligible for Disconnect the same day their prepaid balance reaches the Disconnect threshold.

Configuration: PREPAID

DISCONNECT_DELAY


23rd June 2015: 128252 – Disconnect Delay


23rd June 2015: 129033 – Minimum Payment Amount

The Account browser and Individual Payment forms will display the “Minimum Payment Amount” required in order to either:

a) Avoid being Disconnected, if remote Meter is currently ‘Connected’ and the prepaid balance is above the Disconnect Threshold;

b) Reconnect, if remote Meter is currently ‘Disconnected’ and the prepaid balance is above the Disconnect Threshold.

The amount displayed includes additional dollars to cover the portion required for an AR Recapture balance (if one exists) as well as the Minimum Reconnect Balance requirement if the remote Meter is ‘Disconnected’ or if the location does not have a remote Meter.

Configuration: n/a



(Minimum Reconnect Balance is $-10.00 for this example)



(Minimum Reconnect Balance is $-10.00 for this example)


23rd June 2015: 129264 – Manually Reconnect Accounts

Coops may manually Reconnect all (or a selection of) Disconnected OpenPay Accounts via the 'Reconnect Accounts' menu option under Account, OpenPay.

Configuration: n/a

Security: Individual

OpenPay Reconnects - Process Button


23rd June 2015: 129264 – Manually Reconnect Accounts


21st July 2015: 128170 – Move Setup Minimum Amount to AR Recapture

A coop may allow the Minimum Balance required, to be moved to

AR Recapture. During Account setup, the user will be able to increase the Amount to AR Recapture to cover all or part of the Minimum Payment Amount required. Thus allowing the customer to be setup on OpenPay and not be required to make an up-front Payment. The Amount to AR Recapture has no restriction and can be increased by any amount. If the configuration has not been populated, the user will receive an error message when attempting to move an amount, that is greater than the Total Owed, to AR Recapture.


ARRECAPTURE_ADJUST_CHARGECODE


21st July 2015: 128170 – Move Setup Minimum Amount to AR Recapture


4th August 2015: 128247 – Alternative to Cutoff Service Order

For Accounts that do not have a remote Meter and are eligible to be processed for Disconnect due to failure to maintain a prepaid balance above the Disconnect Threshold, a Cutoff Service Order will be generated by default. If another work type should be generated instead of a Cutoff, the coop can specify the work type (ex: Meter Change out).


DISCONNECT_WORK_TYPE


4th August 2015: 130482 – Disconnect Eligible Date

The Account browser displays the Disconnect Eligible Date for an OpenPay Account. The date will appear when the prepaid balance becomes greater than the Disconnect Threshold and is based on the Coops setting for number of Disconnect Delay days. The date can be modified if desired.

Additionally, the same information will be displayed in red on OpenAccess for the Account.

Configuration: n/a


Account Browser - Edit Disconnect Eligibility Date


4th August 2015: 130482 – Disconnect Eligible Date


1st September 2015: 131152 – OpenPay Indicator on Member Browser

The value used in the configuration for PREPAID > LABEL will be appended to the Account Sub Type on the Account tab of the Member browser.

Configuration: n/a

29th March 2016: 134421 – OpenPay Indicator on Main Inquiry

The value used in the configuration for PREPAID_LABEL CIS will be appended to the Account Sub Type in the 'Account Type' field on the Main Inquiry.

Configuration: n/a


1st September 2015: 131152 – OpenPay Indicator on Member Browser

29th March 2016: 134421 – OpenPay Indicator on Main Inquiry


13th October 2015: 131154 – OpenPay Balance on Member Browser

The Prepaid Balance for each Account and Member's Total Prepaid Balance is displayed on the Account tab of the Member browser.


27th October 2015: 132607 – Billing Variance Added to PreBill

A “Prepaid Bill Variance” column has been added to the PreBill Summary file to allow coops to catch, investigate, and correct any potentially large variances before the Account is conventionally billed.

Configuration: n/a


10th November 2015: 129258 – Move Funds To/From AR Recapture

A coop may allow a Member to request funds be applied to their OpenPay Balance because they are in danger of being Disconnected or have already been Disconnected. In doing so, the prepaid credit will increase and AR Recapture Balance will increase. Or vice versa, the Member may request to have a surplus of OpenPay funds moved to AR Recapture to help pay down their existing debt.

This action is performed by using the ‘OpenPay Adj.’ button located on the Account browser next to the existing OpenPay button.


Account Browser - Toolbar - Prepaid Adj Button




+ A positive amount will be subtracted from the prepaid balance and increase the AR Recapture balance.- A negative amount (not permitted for the scenario pictured) will add to the prepaid balance and decrease the AR Recapture balance.


Note: When moving funds from the prepaid balance to AR Recapture to pay down the existing debt, the prepaid balance must be less than $0.00 and the credit amount to transfer can not be greater than the current prepaid credit. User will be alerted and transfer will not occur.


10th November 2015: 130977 – Display AR Recapture Balance

The AR Recapture balance will be displayed on the ‘General’ tab of the Account browser. This saves the user from having to click the ‘AR Recapture’ tab to see the current balance.

Configuration: n/a


5th January 2016: 132386 – Disconnect Exempt for Energy Assistance

OpenPay Accounts that have the “Energy Assistance Program” attribute will be excluded from the OpenPay Disconnect process. A 'Disconnect Eligible Date' for such Accounts will not populate (at top right of Account browser) until the attribute has expired and the prepaid balance has become greater than the Disconnect Threshold.

Configuration: AMR

ENERGY_ASSISTANCE_DISCONNECT_EXEMPT


5th January 2016: 131148 – Location Ineligible for Remote Meter

For locations that are unable to accommodate a remote Meter, the Service Attribute for 'Remote Connect/Disconnect Meter Ineligible' should be added. When the Attribute exists, and the Account associated to the location is on OpenPay, the Work Type identified in the configuration for PREPAID > DISCONNECT_WORK_TYPE (Cutoff by default or typical alternative - Meter Change out) will not be created when the prepaid balance becomes greater than the Disconnect Threshold. Accounts falling into this scenario will continue to appear on the ‘Potential Disconnects’ list and should be addressed by the coop as necessary.

Configuration: n/a


5th January 2016: 131148 – Location Ineligible for Remote Meter


16th February 2016: 134723 – Adjust Daily Billing Amounts

Users may perform an Adjustment to a single daily billing Invoice which will only affect the OpenPay Balance and not the Accounts AR Balance.

Highlight the daily bill on the OpenPay Register, right click and select the ‘Adjust Daily Bill’ option. Enter a negative or positive value in the ‘Adjustment Amount’ column. There is no restriction on the Amount that may be Adjusted.

Note: This is a Manual Adjustment and no auto adjustment of Taxes will be calculated.

Security: PopUp

Account Browser – Prepaid Register – Pop Up – Adjust Daily Bill


16th February 2016: 134723 – Adjust Daily Billing Amounts


26th April 2016: 129262 – Advanced PCA Factors

PCA/WPA factors can be setup via the ‘Power Adjustment’ form that will only apply to OpenPay Accounts.

Configuration: n/a



For most coops, daily invoices for OpenPay Accounts include an amount (debit or credit) for the Wholesale Power Adjustment.

For some coops, the factor changes on a monthly basis.



Example:

WPA for April 1st thru April 30th is 0.018.

WPA for May 1st thru May 31st is 0.019

The factor will be applied when the Account (including OpenPay Accounts) conventionally bills.

While a prepaid account is daily billing in April (to be conventionally billed in May) the coop will want the WPA factor for those daily bills to be 0.019, not 0.018. Therefore, a WPA for PREPAID is setup.

IE: The factor that the account will be billed at in May.

This helps to reduce the billing variance in the WPA/PCA invoice line item.



Example:

WPA for April 1st thru April 30th is 0.018

WPA for May 1st thru May 31st is 0.019

WPA for June 1st thru June 30th is .022

WPA for April 1st thru April 30th for PREPAID is 0.019

WPA for May 1st thru May 31st for PREPAID is 0.022


OpenPay Accountis billed @ 0.018

1-APR 1-MAY 1-JUN

OpenPay Accountis billed @ 0.019

Daily bills @ 0.019

Daily bills @ 0.022

26th April 2016: 137456 – Waived Reconnects

When a Connect request can not be completed and fails 3 times since the last disconnect request, it will become “Waived”. Once the Meter or connectivity issue has been resolved, a user can go to the OpenPay Potential Reconnects form to reconnect the Account.

Configuration: n/a


10th May 2016: 137961 – PDF Statement Viewing

PDF Billing Statements for OpenPay Accounts may now be viewed via the 'Statement Journal' node of the Account browser.

Note: Check with your print vendor to ensure such PDFs are being produced before enabling this feature.

Note: Viewing the PDF Statement is only available from within CIS, it will not be made available on OpenAccess.

Configuration: WEB

PREPAID_VIEW_STATEMENT_PDF_YN


10th May 2016: 137961 – PDF Statement View


Acme Electric Cooperative

PO Box 555

Hollywood, CA 90028

Phone: (800) 555-5555

Acme Electric Cooperative

PO Box 555

Hollywood, CA 90028

Bugs E. Bunny

111 Maple Dr

Hollywood, CA 90028

Bugs E. BunnyCustomer Name:

Thank you!


Documents

OpenPay Overview & New Functionality - ATS...OpenPay Overview & New Functionality 5th January 2016: 131148 –Location Ineligible for Remote Meter For locations that are unable to