Configure a rate code

The following article outlines the steps to update a rate code in the nGenue application and initiate an Electronic Data Interchange (EDI) 814 request to communicate the change to the Local Distribution Company (LDC).

Configuration steps

Step 1: Select a rate code

1. Navigate to the End user screen.
2. Click the Price agreement icon located at the top center of the screen to open the Price agreement screen.
3. Select the Price agreement for which you need to the rate code.
4. Click Edit.
5. From the Rate code dropdown, select the required rate code.
6. Click Accept to apply the changes.

Step 2: Initiate a rate code Change request

1. Navigate to the End user screen.
2. Select the LDC, then click Load end users (includes inactive).
3. From the results, choose the desired facility.
4. Click the facility icon located at the top center of the screen.
5. The Facility screen has two main sections: Facility selection and Facility details.
   • Facility selection: Displays a list of existing facilities.
   • Facility details: Allow the user to add new transactions and displays the status of each transaction.
6. In the Facility details screen, locate the Pending EDI activity grid:
   1. Right-click and select Add new EDI action for this facility.
   2. Select Rate code change from the dropdown menu.
   3. Schedule the action date and click Accept.
7. The EDI service processes the request based on the scheduled date.
8. The system generates an outbound file and transmits it to the utility for verification.
9. The Facility screen updates the EDI status to Awaiting response.

Conclusion

Changing the rate code in the application ensures that customer pricing aligns with the correct utility-defined rates. The 814 EDI request process confirms the update with the LDC before it takes effect, ensuring compliance, accuracy, and minimal disruption to billing operations.

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