Configure Reinstatement transaction (814)

A reinstatement transaction (814) is configured when a cancel pending drop request is submitted to prevent the termination of a scheduled service drop through the EDI system. A valid account number, price agreement, and rate code are required for the reinstatement process. Once processed, the request notifies the utility to restore service under the existing agreement. The system tracks the request through outbound submission and inbound utility confirmation, ensuring timely status updates and audit logging.

Submitting a cancel pending drop request

Follow the below steps to manually initiate and submit a reinstatement request:

1. Log in to the nGenue application.
2. Click search, enter End user in the search bar.
3. Double-click on the End user.
4. In the End user screen, select the LDC and click on the Load end users button.
5. Choose the facility from the loaded results.
6. Click on the Facility icon to open the Facility screen.

7. In the Facility screen, go to the Facility details tab and locate Pending EDI Actions.

8. Right-click on it and choose Add new EDI action for this facility.

   1. Select Cancel pending drop request from the dropdown.
   2. Choose Price agreement, Cancellation reason and Schedule action date if applicable.
   3. Click Accept.

9. After submission, the request enters the workflow:

   1. EDI service processes the request as per the scheduled date.
   2. An outbound file is generated and transmitted to the utility.
   3. The Facility screen shows status as "Awaiting response" in the EDI activity log.

Post-submission of a pending request

Outbound process (Supplier to utility)

1. Request is logged into EDI schedule.
2. EDI service processes the request at the scheduled time.
3. An outbound file with customer details will be generated.
4. Files will be processed and transmitted through utility FTP and web portal and can be tracked in Activity log of EDI schedule.
5. Transaction will be displayed in Pending EDI Actions and Activity log tab of the EDI schedule.

Inbound process (Utility to supplier)

1. Utility sends a Drop response file to the Marketer FTP.
2. EDI server processes the inbound file.
3. File will be decrypted and validated and drop status will be updated.

File validation and final status

1. System retrieves file from FTP location which will be decrypted and validated.

   1. If successful:

      1. Cancellation will be logged in the Activity log.
      2. Cancellation date will be recorded and displayed.
      3. In the Facility screen, status will be updated to "Cancel pending drop accepted".

   2. If rejected: 

      1. Rejection will be recorded in the Activity log.
      2. A review task will be created.
      3. File will be archived for the records.

   Note

   • Processing times and validations vary based on utility requirements.
   • Rejected requests require manual review and corrective action before reprocessing.
   • All transactions are logged in the Activity log for record keeping.

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