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RXQ.3.4.1 Dual Billing Process Flow

RXQ.3.4.1 Dual Billing Process Flow. Customer pays Supplier for energy charges (3.3.2.2). Customer pays Distribution Company for distribution charges (3.3.2.2). Customer receives bill for energy charges (3.3.2.1). Customer receives bill for distribution charges (3.3.2.1). Customer.

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RXQ.3.4.1 Dual Billing Process Flow

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  1. RXQ.3.4.1 Dual Billing Process Flow Customer pays Supplier for energy charges (3.3.2.2) Customer pays Distribution Company for distribution charges (3.3.2.2) Customer receives bill for energy charges (3.3.2.1) Customer receives bill for distribution charges (3.3.2.1) Customer Supplier prepares and renders bill for energy (3.3.2.1) Supplier Supplier receives and processes Customer payment (3.3.2.2) Distribution Company receives and processes Customer payment (3.3.2.2) Distribution Company prepares and renders bill for distribution charges (3.3.2.1) Distribution Company sends usage data to Supplier (3.3.1.5) Distribution Company Distribution Company reads meter(s) (3.3.1.5)

  2. RXQ.3.4.1 Dual Billing Process Flow Meter Usage Cancellation and Rebilling Process Customer receives restated Distribution Company charges (3.3.2.4) Customer receives restated Supplier charges (3.3.2.4) Customer Supplier calculates restated charges and sends corrected bill to Customer (3.3.2.4) Supplier receives cancellation notice and cancels charges in its billing system for incorrect usage (3.3.2.3) Supplier Supplier receives restated usage (3.3.2.4) Distribution Company sends restated usage to Supplier (3.3.2.4) Distribution Company sends cancellation notice to Supplier (3.3.2.3) Distribution Company Distribution Company determines that initial usage was incorrect (3.3.2.3) Distribution Company cancels charges in its billing system for incorrect usage (3.3.2.3) Distribution Company calculates restated charges and sends corrected bill to Customer (3.3.2.4) Distribution Company determines restated usage (3.3.2.4)

  3. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Customer Billing Party receives usage data (3.3.1.5) Billing Party calculates its charges (3.3.3.3) Process Non-Billing Party transactions (3.3.4.4) File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) Yes Account is billable (3.3.4.3 & 3.3.4.6) Billing Party Yes 2 1 Billing Party receives Non- Billing Party charges (3.3.4.1) No No Sends rejection notification (3.3.4.3 & 3.3.4.6) Send rejection notification (3.3.4.3 & 3.3.4.6) Distribution Company sends usage (3.3.1.5) Rejection notice received (3.3.4.3 & 3.3.4.6) Rejection received (3.3.4.3 & 3.3.4.6) Non-Billing Party calculates its charges and sends them to Billing Party (3.3.4.1) Non-Billing Party Non-Billing Party receives usage data (3.3.1.5) Hold transaction(s) for next bill (3.3.4.7) Time to fix & re-submit (3.3.4.6) Time to fix & re-submit (3.3.4.6) Yes No No Yes

  4. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Customer Receives bill (3.3.3.3 & 3.3.4.8) Customer Billing Party performs cancel and rebill (unless other action specified in Billing Services Agreement) (3.3.4.8) Billing Party prepares & renders bill with all available charges (3.3.3.3 & 3.3.4.4 ) Delay caused by Billing Party (3.3.4.7 & 3.3.4.8) Yes No Transactions held from prior periods (3.3.4.7) Billing Party Hold transaction for next bill (3.3.4.7) Hold for next bill as specified in Billing Services Agreement (3.3.4.7) Yes 2 1 Yes Non-Billing Party charges in time for bill (3.3.4.7) No Send rejection notification (3.3.4.7) No Non-Billing Party resubmits for next bill (3.3.4.7) Non-Billing Party

  5. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Meter Usage Cancellation and Rebilling Process Customer Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Billing Party calculates corrected charges (3.3.4.10) File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) Yes Billing Party No 4 3 1 2 Billing Party receives Non-Billing Party charges (3.3.4.10) Send rejection notification (3.3.4.3 & 3.3.4.6) Distribution Company determines initial usage was incorrect; sends cancel usage notice and restated usage (3.3.4.9 & 3.3.4.10) Receive rejection (3.3.4.3 & 3.3.4.6) Non-Billing Party calculates corrected charges and sends them to Billing Party (3.3.4.10) Non-Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Non-Billing Party Time to fix & re-submit (3.3.4.6) Hold transaction(s) for next bill (3.3.4.7) No Yes -

  6. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Meter Usage Cancellation and Rebilling Process Customer Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Billing Party calculates corrected charges (3.3.4.10) File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) Yes Billing Party No 4 3 1 2 Billing Party receives Non-Billing Party charges (3.3.4.10) Send rejection notification (3.3.4.3 & 3.3.4.6) Distribution Company determines initial usage was incorrect; sends cancel usage notice and restated usage (3.3.4.9 & 3.3.4.10) Receive rejection (3.3.4.3 & 3.3.4.6) Non-Billing Party calculates corrected charges and sends them to Billing Party (3.3.4.10) Non-Billing Party receives restated usage data and cancels charges in its billing system for incorrect usage (3.3.4.9 & 3.3.4.10) Non-Billing Party Time to fix & re-submit (3.3.4.6) Hold transaction(s) for next bill (3.3.4.7) No Yes -

  7. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Meter Usage Cancellation and Rebilling Process Customer Customer Receives bill (3.3.4.10 & 3.3.4.8) Billing Party prepares & renders bill with all available cancellations and charges (3.3.4.10) Billing Party performs cancel and rebill (unless other action specified in the Billing Services Agreement) (3.3.4.8) Delay caused by Billing Party (3.3.4.7 & 3.3.4.8) Yes Process Non-Billing Party transactions (3.3.4.4) No Yes Hold for next bill as specified in the Billing Services Agreement (3.3.4.7) Able to process Non-Billing Party transactions (3.3.4.3 & 3.3.4.6) Non-Billing Party charges in time for bill (3.3.4.4 & 3.3.4.7) Yes Yes No Billing Party 1 2 4 3 Hold transaction for next bill (3.3.4.7) No No Send rejection notification (3.3.4.3 & 3.3.4.6) Send rejection notification (3.3.4.7) Time to fix & re-submit (3.3.4.6) Yes Rejection notification received (3.3.4.3 & 3.3.4.6) Non-Billing Party receives rejection notification and resubmits for next bill (3.3.4.7) Non-Billing Party No -

  8. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Non-Billing Party Bill Cancellation and Rebilling Process Customer Billing Party cancels Non-Billing Party charges in its system (3.3.4.9) Customer in receipt of original charges (3.3.4.18) Yes File properly formatted (3.3.4.3, 3.3.4.4 & 3.3.4.6) No Yes Yes No further action File properly formatted (3.3.4.3) No Billing Party No Billing Party receives Non-Billing Party corrected charges (3.3.4.14) 1 2 3 Send rejection notification (3.3.4.3 & 3.3.4.6) Send rejection notification (3.3.4.3) Billing Party receives cancel charges notice (3.3.4.13) Receive rejection (3.3.4.3 & 3.3.4.6) Fix and resubmit (3.3.4.3) Receive rejection (3.3.4.3) Non-Billing Party determines original charges were incorrect; sends cancel charges notice to Billing Party and cancels charges in its billing system (3.3.4.13) Non-Billing Party calculates corrected charges and sends them to Billing Party (3.3.4.14) Non-Billing Party Hold transaction(s) for next bill (3.3.4.7) Time to fix & re-submit (3.3.4.6) No Yes - 4

  9. RXQ.3.4.2 Consolidated Billing - Bill Ready Process Flow Non-Billing Party Bill Cancellation and Rebilling Process Customer Customer receives bill (3.3.4.4 & 3.3.4.8) 1 Billing Party prepares & renders bill with all available cancellations and charges (3.3.4.4 & 3.3.4.18) Billing Party performs cancel and rebill (unless other action specified in the Billing Services Agreement) (3.3.4.8) Delay caused by Billing Party (3.3.4.7 & 3.3.4.8) Yes Process Non-Billing Party transactions (3.3.4.4 & 3.3.4.18) No Yes Able to process Non-Billing Party transactions (3.3.4.3 & 3.3.4.6) Non-Billing Party charges in time for bill (3.3.4.4, 3.3.4.7 & 3.3.4.18) Yes No Billing Party Hold for next bill as specified in the Billing Services Agreement (3.3.4.7) Yes No 3 2 4 No Hold transaction for next bill (3.3.4.7) Send rejection notification (3.3.4.7) Send rejection notification (3.3.4.3 & 3.3.4.6) Rejection notification received (3.3.4.3 & 3.3.4.6) Time to fix & re-submit (3.3.4.6) Yes Non-Billing Party receives rejection notification and resubmits for next bill (3.3.4.7) Non-Billing Party No -

  10. RXQ.3.4.3 Consolidated Billing - Rate Ready Process Flow Customer receives Consolidated Bill (3.3.3.3) Customer Billing Party calculates Billing Party charges (3.3.3.3) Billing Party prepares and renders Consolidated Bill (3.3.3.3) Billing Party receives information and inputs Rate Code(s) and prices in its billing system (3.3.5.1 & 3.3.5.2) Billing Party calculates Non-Billing Party charges using appropriate Rate Code(s) (3.3.5.3) Billing Party receives usage data (3.3.1.5) Billing Party Billing Party sends notice of Non-Billing Party’s usage and charges (3.3.5.3) Distribution Company sends usage data (3.3.1.5) Non-Billing Party receives billing data (3.3.5.3) Non-Billing Party provides information to establish Rate Code(s) and prices (3.3.5.1 & 3.3.5.2) Non-Billing Party

  11. RXQ.3.4.3 Consolidated Billing - Rate Ready Process Flow Meter Usage Cancellation and Rebilling Process Customer receives Consolidated Bill (3.3.5.5) Customer Billing Party cancels original Billing Party usage and charges and updates its billing system (3.3.5.4) Billing Party calculates Billing Party charges using restated usage (3.3.5.5) Billing Party prepares and renders Consolidated Bill (3.3.5.5) Billing Party calculates Non-Billing Party charges using restated usage and appropriate Rate Code(s) (3.3.5.5) Billing Party cancels original Non-Billing Party usage and charges (3.3.5.4) Billing Party receives cancelled and restated usage data (3.3.5.4 & 3.3.5.5) Billing Party Billing Party sends notice of cancelled usage and charges to the Non-Billing Party (3.3.5.4) Billing Party sends notice(s) of restated usage and charges to the Non-Billing Party (3.3.5.5) Distribution Company determines that initial usage was incorrect; sends cancel usage notice and restated usage (3.3.5.4) Non-Billing Party receives notice of cancelled usage and charges and updates its billing system (3.3.5.4) Non-Billing Party receives notice(s) of restated usage and charges (3.3.5.5) Non-Billing Party

  12. RXQ.3.4.4 Single Retail Supplier Billing Process Flow Customer Yes Supplier analyses usage data and invoice (3.3.6.12) Supplier processes usage data (3.3.6.10) Supplier receives usage data (3.3.1.5 & 3.3.6.9) Yes Supplier accepts invoice (3.3.6.13 & 3.3.6.15) Supplier accepts usage data (3.3.6.11 & 3.3.6.12) No No Supplier Supplier receives invoice from Distribution Company (3.3.6.5) Supplier sends rejection notice to Registration Agent (3.3.6.11) Supplier sends rejection notice to Distribution Company (3.3.6.13) 1 Registration Agent receives rejection notice and forwards to Distribution Company (3.3.6.11) Registration Agent forwards usage data to Supplier (3.3.1.5 & 3.3.6.9) Registration Agent receives usage data (3.3.1.5) Registration Agent Distribution Company receives rejection notice (3.3.6.11) Distribution Company sends invoice to Supplier (3.3.6.5) Distribution Company receives rejection notice (3.3.6.13) Distribution Company sends usage data to Registration Agent (3.3.1.5) Distribution Company recalculates charges (3.3.6.6 & 3.3.6.14) Distribution Company evaluates reason for rejection notice (3.3.6.6) Distribution Company Distribution Company calculates its charges (3.3.6.5) Yes Distribution Company works with Supplier to address rejection (3.3.6.14) No

  13. RXQ.3.4.4 Single Retail Supplier Billing Process Flow Customer receives bill (including energy and distribution charges) (3.3.6.15) Customer Supplier calculates charges (including Distribution Company related charges) and sends Customer bill (3.3.6.15) Supplier 1 Registration Agent Distribution Company

  14. RXQ.3.4.4 Single Retail Supplier Billing Process Flow Meter Usage Cancellation and Rebilling Process Customer Supplier cancels charges in its billing system for incorrect usage data (3.3.6.2) Supplier analyzes restated usage data and invoices (3.3.6.12) Supplier receives cancellation notice and restated usage data, if applicable (3.3.1.5) Supplier processes cancellation notice and restated usage data, if applicable (3.3.6.10) Yes Supplier Supplier receives cancelled and corrected invoices (3.3.6.5) No Supplier sends rejection notice(s) to Registration Agent (3.3.6.11) 1 2 Registration Agent receives cancellation notice and restated usage data, if applicable (3.3.6.2 & 3.3.6.3) Registration Agent receives rejection notice(s) and forwards to Distribution Company (3.3.6.11) Registration Agent sends cancellation notice and restated usage data to Supplier, if applicable (3.3.1.5 & 3.3.6.9) Supplier accepts cancellation notice and restated usage data (3.3.6.11 & 3.3.6.12) Registration Agent Distribution Company sends cancelled and corrected invoices to Supplier (3.3.6.5) Distribution Company receives rejection notice(s) (3.3.6.11) Distribution Company works with Supplier to address rejection (3.3.6.15) Distribution Company determines initial usage was incorrect; sends cancellation notice and restated usage data to Registration Agent, if applicable (3.3.6.2 & 3.3.6.3) Yes Distribution Company cancels charges in its billing system for incorrect usage data (3.3.6.2) Distribution Company recalculates its charges (3.3.6.5) Distribution Company recalculates its charges (3.3.6.6 & 3.3.6.15) Distribution Company No

  15. RXQ.3.4.4 Single Retail Supplier Billing Process Flow Meter Usage Cancellation and Rebilling Process Customer receives corrected bill (including energy and distribution charges) (3.3.6.16) Customer Supplier calculates restated charges (including Distribution Company related charges) (3.3.6.16) Supplier accepts cancelled and corrected invoices (3.3.6.13 & 3.3.6.16) Supplier sends bill to Customer including cancelled charges and restated charges (3.3.6.16) Yes 1 Supplier Supplier sends rejection notice(s) to Distribution Company (3.3.6.13) No Registration Agent Distribution Company receives rejection notice(s) (3.3.6.13) Distribution Company Distribution Company evaluates reason(s) for rejection notice(s) (3.3.6.14) 2

  16. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow No further action required by Billing Party or Non-Billing Party Customer disputes Non-Billing Party charges (3.3.7.2 & 3.3.7.3) Customer receives bill (3.3.3.3) No Customer Yes Yes Billing Party receives notification of Customer dispute (3.3.7.2 & 3.3.7.3) Billing Party withholds remittance of disputed charges to the Non-Billing Party (3.3.8.9) Funds remitted to Non-Billing Party (3.3.8.9) No Billing Party Billing Party sends remittance notification to the Non-Billing Party (3.3.8.3) Billing Party remits funds to the Non-Billing Party’s financial institution (3.3.8.4 & 3.3.8.5) Billing Party renders bill (3.3.3.3) 4 2 3 1 Conversion to Dual Billing allowed for delinquent accounts by BSA (3.3.8.7) Yes No No further action Non-Billing Party restates Customer accounts receivable (3.3.8.4) Non-Billing Party receives remittance notification (3.3.8.3) Non-Billing Party receives remitted funds (3.3.8.4 & 3.3.8.5) Non-Billing Party

  17. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Customer Billing Party reduces next remittance by the amount of any disputed charges (3.3.8.7) Billing Party sends a remittance reversal notification to the Non-Billing Party (3.3.8.7) Billing Party sends notice of account(s) converted to either Dual Billing or regulated service to the Non-Billing Party (3.3.8.7) Billing Party 1 4 5 6 2 3 No No further action No Billing Party notifies Non-Billing Party of delinquencies (3.3.8.7) Notify Non-Billing Party of delinquencies (3.3.8.7) Delinquent accounts exist (3.3.8.7) Yes Yes Yes Non-Billing Party receives remittance reversal notification (3.3.8.7) Non-Billing Party receives notification of delinquencies (3.3.8.7) Non-Billing Party

  18. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Customer(s) receive notification of account(s) converted to either Dual Billing or regulated service (3.3.8.7) Customer Billing Party sends notification of account(s) converted to either Dual Billing or regulated service to Customer(s) (3.3.8.7) Yes Billing Party 6 5 Notify Customer(s) of account(s) converted to either Dual Billing or regulated service (3.3.8.7) No further action No Non-Billing Party receives notice of account(s) converted to either Dual Billing or regulated service (3.3.8.7) Non-Billing Party

  19. RXQ.3.4.5 Consolidated Billing – Payment Processing Assumption of Receivables Process Flow Bill Cancellation and Rebilling Process Customer receives corrected bill (3.3.8.10) Customer Billing Party produces and sends corrected bill to Customer (3.3.8.10) Billing Party Billing Party adjusts (by the net effect of the corrected bill) and sends next routine remittance notification to the Non-Billing Party (3.3.8.11) Billing Party remits funds, as appropriate, to the Non-Billing Party’s financial institution (3.3.8.4 & 3.3.8.5) Billing Party cancels and/or rebills charges (3.3.8.10) Non-Billing Party restates Customer accounts receivable (3.3.5.5) Non-Billing Party receives remittance notification including adjustment (3.3.8.11) Non-Billing Party receives remitted funds (3.3.8.4 & 3.3.8.5) Non-Billing Party

  20. RXQ. 3.4.6 Consolidated Billing Payment Processing-Pay As You Get Paid Process Flow Customer makes payment (3.3.3.5) Customer Billing Party maintains account balances for the Non-Billing Party (3.3.9.6) Yes Billing Party receives payment (3.3.3.5) Payment subsequently adjusted (3.3.9.5) No further action required No Billing Party sends remittance notification to the Non-Billing Party (3.3.9.3) Payment posted in accordance with payment posting order (3.3.9.1 & 3.3.9.2) Billing Party remits funds to the Non-Billing Party’s financial institution (3.3.9.4) Yes Billing Party Billing Party sends remittance adjustment notification to the Non-Billing Party (3.3.9.5) Billing Party modifies next remittance by the amount of any adjusted payments (3.3.9.5) Non-Billing Party Non-Billing Party’s receives remitted funds (3.3.9.4) Non-Billing Party receives notification (3.3.9.5) Non-Billing Party receives remittance notification (3.3.9.3)

  21. RXQ.3.4.6 Consolidated Billing- Payment Processing Pay As You Get Paid Process Flow Bill Cancellation and Rebilling Process Customer receives corrected bill (3.3.9.8) Customer Billing Party issues and sends corrected bill to Customer (3.3.9.8) Billing Party Billing Party adjusts (by the net effect of the corrected bill) and sends next routine remittance notification to the Non-Billing Party (3.3.9.9) Billing Party remits funds, as appropriate, to the Non-Billing Party’s financial institution (3.3.9.3 & 3.3.9.4) Billing Party cancels and/or rebills charges (3.3.9.8) Non-Billing Party restates Customer accounts receivable (3.3.5.5) Non-Billing Party receives remittance notification including adjustment (3.3.9.9) Non-Billing Party receives remitted funds (3.3.9.3 & 3.3.9.4) Non-Billing Party

  22. RXQ. 3.4.7 Single Retail Supplier Billing – Payment Processing Remittance from Supplier Process Flow (includes payment(s) for cancelled and/or rebilled charges) Supplier sends remittance notification to the Distribution Company (3.3.10.1) Supplier performs financial reconciliation and initiates process to pay Distribution Company invoice (3.3.10.5) Supplier remits funds to the Distribution Company’s financial institution (3.3.10.2) Supplier initiates payment process prior to due date (3.3.10.1 & 3.3.10.3) Yes Supplier Supplier receives interest/late fee notification, if applicable (3.3.10.3) Supplier initiates payment process for invoice and any interest/late fee charges (3.3.10.1 & 3.3.10.6) Yes No No Supplier contacts Distribution Company to inquire about any disputed interest/late fee charges (3.3.10.6) Distribution Company calculates interest charges/late fees and updates billing system, if applicable (3.3.10.3) Distribution Company receives remittance notification (3.3.10.1) Distribution Company works with Supplier to address inquiry (3.3.10.6) Distribution Company Distribution Company sends interest/late fee notification to Supplier, if applicable (3.3.10.3) Distribution Company performs financial reconciliation and resolves any discrepancies (3.3.10.7) Distribution Company’s financial institution receives payment (3.3.10.2)

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