A Tariff (for Tenant billing purposes) is linked to a single Tenant Provider Contract and defines the set of charges that will be calculated during the production of Tenant Bills.
The Cost Definition is associated to the Tariff and holds details of the unit rates that should be used for specific periods of time. For example the Cost Definition can hold the Pence Per Unit you want to charge and any apportionment by time of day (e.g. day/night rates). Cost Definitions will need to be set up first so that it can then be associated with the Tariff.
Creating a Cost Definition
The Cost Definition is associated to the Tariff and will determine the costs. For example the Cost Definition can hold the Pence Per Unit you want to charge. This will need to be set up first so that it can then be associated with the Tariff.
Cost Definitions can be maintained at ROOT (My Database) level or under a Tariff, Site, Supply Point or Organisation. This section explains how to add and maintain Cost Definitions under the Organisation.
Adding a Cost Definition
Right click on the Item you are adding the Cost Definition under, ie My Database, Organisation, Tariff etc
Click Add
Click Cost Definition
The Cost Definition Editor opens
Configure the Cost Definition details as follows:
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Click
The Register Setup pop-up opens.
Configure the Register as follows:
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Choose the name of the charge from the dropdown list, or click + to add a new one
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If defining a Unit Rate for Consumption, enter a value A-H in the Charge Code field, otherwise leave this field empty.
This indicates which Band (line of the bill) the consumption charge will appear in when viewing the Sigma Bill in the Tenant Approve and Issue Bills Activity
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Enter the Unit rate that applies to the charging period
Select the p option if the Unit rate value is in pence
Alternatively, select the £ option if the Unit rate value is in GBP
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The entered Unit Rate value is displayed in the Equation field once selected as above
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Select the Start date and End date of the charging period (either using the date pickers or entering date values in these fields).
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Tick the checkboxes for the days of the week the charge applies to
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Tick the All day checkbox if the charge applies to all hours
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Untick the All Day checkbox and select half-hours from the From and Until dropdown lists to define the time the charge applies to
Click OK
Click OK
Add additional lines by clicking on
Once all lines have been added, click OK to save
The Cost Definition details are saved, the Cost Definition Editor closes and the Data Selector pane is updated to display the Cost Definition.
The Cost Definition will be applied on future Tenant Bills for Supply Point Contract Containers that reference this Cost Definition
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Tariff
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A Tariff (for Tenant billing purposes) is linked to a single Tenant Provider Contract and defines the set of charges that will be applied to Tenants linked to this Contract for a single Commodity.
Now that you have the Cost Definition, you can set up the Tariff.
A tariff is added under a Tenant Provider Contract:
From the Tree Selector, right click on the Tenant Provider Contract
Click Add
Click Tariff
The Tariff Editor opens:
Configure the Tariff details as follows:
(some examples are listed here)
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Defaults to blank.
See TEAM for more details on how to add an image
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Defaults to blank.
See TEAM for more details on how to add an image
Click Tariff Entry Name to Tariff Entries
The Tariff Entry Setup pop-up opens
Configure the Tariff Entry details as follows:
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This defines the input source of data to be used in the charge calculation.
Choose from the dropdown:
Consumption - if the charge calculation is based on consumption data from Channels and/or Tariff Connectors that have been configured with this Tariff Source
BillDays - if the charge calculation is based on the number of days in the bill period
Select one of the following values if the charge calculation is based on Associated Data:
- Supply Associated Data – TRIAD Demand
- Supply Associated Data – Maximum Demand
- Supply Associated Data – Nominated kVA
- Supply Associated Data – EAC
Select one of the following values if the charge calculation is based on a data stream provided by a Tariff Connector that has been configured with this Tariff Source
- Bill Consumption
- Bill Total cost ExTax
- Bill Total Cost
- Bill Energy Cost ExTax
- Bill Energy Cost IncTax
- Any additional Tariff Source values that have been manually configured using the Database Object Setup Activity
N/A - if one the following:
- The charge calculation is for VAT, or
- If another Tariff Entry within this Tariff is being used as an input source of data for this Tariff Entry, or
- If the charge calculation is based on an equation that does not need an input source of data.
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If another Tariff Entry within this Tariff is being used as an input source of data for this Tariff Entry, enter the Output Name of the Tariff Entry
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Enter the Output Name if this Tariff Entry is being used as an input source of data to another Tariff Entry within this Tariff
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Select the Tariff Code from the dropdown list to define how the charge will be presented within the Sigma Bill screen when viewed in the Tenant Approve and Issue Bills Activity
standardUsage - presents the calculated charge as the main Unit Rate consumption charge
Up to 8 consumption charges can be presented in the Sigma Bill Screen. The Charge Code of the Cost Definition linked to this Tariff Entry will determine which Band the consumption charge will appear in
climateChange - presents the calculated charge as a Climate Change Levy charge
VAT - presents the calculated charge as a VAT charge
otherCharge1 to otherCharge10 - presents the calculated charge within the 'Other Charges' section.
no value or N/A if :
- this Tariff Entry is being used as an input source of data for another Tariff Entry within this Tariff, or
- the charge calculation is based on an equation that does not need to be presented on the Sigma Bill
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The Equation option defines the charge calculation using an equation and enters the charge calculation in the Equation field.
- This can be a simple calculation, for example:
- To multiply the data provided by the Tariff Source by a constant value (e.g. 0.456)
- Enter: [VALUE]*0.456.
- To multiply the data provided by the Tariff Source by a constant value (e.g. 0.456)
- This can be a more complex calculation based on data provided by other Tariff Entries, for example:
- If a pre-existing Tariff Entry generates a cost per HH with Output Name set to "COST" and another pre-existing Tariff Entry generates consumption per HH with Output Name set to "CONS" then:
- To calculate a rate per each HH, enter: [COST]/[CONS]
- To calculate a single rate based on total cost / total consumption, enter SINGLE ([COST]/CONS])
- If a pre-existing Tariff Entry generates a cost per HH with Output Name set to "COST" and another pre-existing Tariff Entry generates consumption per HH with Output Name set to "CONS" then:
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The Cost Definition defines the charge calculation using a Cost Definition. With the Cost Definition option selected, select a Cost Definition from the dropdown list.
Click on the Show button to view/edit the selected Cost Definition if required
Click OK
The Tariff Entry details are saved, the Tariff Entry Setup pop-up closes and the Tariff Editor is updated to display the new Tariff Entry details.
The Tariff Entry will be applied on future Tenant Bills for Supply Point Contract Containers that reference this Tariff Entry (via the Tenant Provider Contract / Tariff).
Add additional Tariff Entries as required.
Click OK
The Tariff details are saved, the Tariff Editor closes and the Data Selector pane is updated to display the Tariff under the Tenant Provider Contract.
The Tariff will be applied on future Tenant Bills for Supply Point Contract Containers that reference this Tariff (via the Tenant Provider Contract).