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Understanding Change transactions (814)

Change requests update customer billing, rate codes, commodity pricing, and tax exemptions. The system sends an outbound request file via Electronic Data Interchange (EDI) and receives a response from the Local Distribution Company (LDC). If accepted, the system applies the changes; if rejected, it creates a task for review.

To initiate a change transaction request, you must have the following information:

  • A valid account number. This ensures the request is linked to the correct customer account.
  • Configure any necessary changes on the End user screen before initiating a change request from the Facility screen.

Types of change requests

  • Change bill type: Configure a bill type in the application and initiate an EDI 814 request to update the bill type with the LDC.
  • Change rate code: Update a rate code in the application and initiate an EDI 814 request to send the update to the LDC.
  • Change commodity price: Update the commodity price in the application and initiate an EDI 814 request to communicate the change to the LDC.
  • Change customer tax rate: Update the customer’s tax rate in the application and initiate an EDI 814 request to notify the LDC.
  • Change account number: Process an inbound account number change request sent by the utility, applying the updated account number in the application through the EDI 814 process.

Post submitting a change request

Once a change request is submitted in the application, the following sequence of actions takes place:

  • Outbound process: The system sends the EDI 814 change transaction from the supplier to the utility.
  • Inbound process: The system receives the response from the utility, applies the changes if accepted, or creates a review task if rejected.