Add an end user¶

This outlines the step-wise process to add an end user within the nGenue application. Once an end user is added, add their address, set up a sales contract and price agreement, and add facilities to activate the account. Each of these steps is detailed in the following pages.

User permissions are required to add or modify the End user screen within the application. Additionally it requires an Local Distribution Company (LDC), account number, rate class, pool account, primary rep, and consultant to configure an end user.

Note

LDC, account number, rate rider are configured in the LDC screen. Pool account is configured in the LDC pool screen. Primary reps, CSR are configured in the Employee screen. Consultant is configured in the Retail consultant screen.

Steps to add an end user¶

To add an end user in nGenue application, follow the steps below:

In the End user configuration screen, click Add an end user record icon.

The table below provides detailed explanations for each field available in the End user configuration screen.

End user information

Fields	Description
End user ID	A system-generated unique identifier assigned to the end user to track their account and manage transactions.
Name	Specify the full legal name of the end user or business entity associated with the account.
Payment information	Displays payment-related details for the end user that might include payment methods, terms, and history.
LDC acct number	Specify the LDC account number associated with end user to track and manage gas supply. Upon LDC configuration, LDC account number will be provided which can be used for end user configuration.
Alt1 optional ID 1/ Alt2 Cust Num	Provide alternate customer numbers for cross-referencing within the system. These are considered as legacy account numbers or IDs used for integration with external systems.
Parent customer (optional)	Select the parent customer to link the end user to manage account, billing, and reporting. It is configured in the Parent customer screen.

Sales and service

Fields	Description
Primary rep	Select the primary sales or service representative who manages the end user's account, handles contracts, and provide support.
CSR	Select the customer service representative who is designated to address customer inquiries, manage complaints, and ensure service quality.
Consultant	Select a consultant who is assigned to the end user for advisory purposes, such as helping with gas procurement strategies, compliance, or contract negotiations.

Internal organizational information

Fields	Description
Acctg group / legal entity	Select the accounting group or legal entity under which the end user’s account is categorized for financial and regulatory tracking. It is configured in Internal book structure.
Business unit	Select the internal business division or unit that manages the end user’s account, often used to report and allocate resources. It is configured in Internal book structure.
Sales region	Select the geographical region where the end user located or where the sales team manages their contract. It is configured from Sales area screen.
Default portfolio	Select the default product or service portfolio assigned to the end user, which may include gas supply agreements, pricing plans, or service packages. It is configured in Internal book structure.
Default strategy	Select the default sales, pricing, or contract strategy that applies to the end user’s account, determining pricing tiers, contract terms, and risk management approaches. It is configured in Internal book structure.

The End user configuration screen is also divided into multiple tabs, each designed to capture specific details required for end user configuration.

Below is a detailed explanation of each tab:

1. General tab¶

The General tab serves as a central hub for key configuration and management settings. It covers LDC information, end user management, retail billing methods, and other essential operational parameters, allowing users to view and update core system and account details in one place.

The table below provides detailed explanations for each field available in the General tab.

LDC information

Fields	Description
LDC	Select the Local Distribution Company (LDC) that delivers gas to the end user.
Current rate/rider	Select the current rate plan or rider assigned to the end user.
Default pool account	Select the default pool account linked to the end user’s gas supply.
Previous rate/rider prior to	Specify the previous rate plan or rider that was assigned before the current one.
LDC rep	Select the representative from the LDC assigned to manage the end user's account.

End user management

Fields	Description
Status	Select the end user's current management status, which impacts their access to gas supply and billing. Dropdown options are given below: Prospect: Select this if the end user is in the initial setup phase and need to be validated to activate the services. Setup/Pending: Select this, if the account setup is pending because necessary procedures such as contract approval, LDC confirmation and related steps are still in progress. Active: Select this if the end user is validated and activated, enrollment is complete and services are being provided currently. Billing for the end user's service will be done as per the selected billing method. Credit Hold: Select this, if the account is temporarily suspended due to credit issues, prevents further gas supply or transactions. This status requires resolution of outstanding balances or credit approval. Terminated: Select this if the end user's service has been permanently discontinued. No further transactions or billing will occur.
Contract status	Select the contract status that defines the progress of the end user’s contract in the enrollment process. The status impacts service activation and billing. Dropdown options are given below: Awaiting LDC Confirmation: Select this if the supplier has submitted the enrollment request, the LDC needs to confirm the activation to initiate the services. Awaiting Credit Approval: Select this if the contract is pending due to credit evaluation. Additional guarantees or deposits may be needed if the end user does not meet credit requirements. Awaiting Enrollment Complete: Select this if the contract has been processed, but final enrollment procedures such as validation of meter setup, additional documentation and others are still pending. Enrollment Complete: Select this if end user's enrollment is complete and the contract fully is executed, gas supply and billing is initiated.
Default metering interval	Select the default metering intervals to defines the frequency at which the end user’s meter readings are recorded, which impacts how often billing and consumption tracking occur. Dropdown options are given below: Daily: Captures meter readings daily, providing detailed consumption data for high-usage customers requiring precise tracking. Calendar Monthly: Captures readings monthly on a fixed date, aligned with standard billing cycles. Cycle Monthly: Captures readings on LDC-defined billing cycles rather than fixed calendar months, allowing for variable read schedules. Bill Cycle; Manage Daily: Enables daily readings with billing on a fixed schedule, balancing detailed tracking and structured billing.
Active fac	Specify the number of active facilities linked to the end user.
# Facilities	Specify the total number of facilities associated with the end user.
Default storage target	Provide the default storage target assigned to the end user.
Storage target override	Select this checkbox to override the default storage target if necessary.
Enable daily pricing	Select the enable daily pricing checkbox, to generate billing as per daily usage for the end user's account.

Retail billing method and description

Fields	Description
Billing method name	Select the billing method used to determine how invoices are generated and sent for the end user. Dropdown options are given below: Rate Ready: A fixed rate set by the supplier, used by the LDC to calculate bills from actual usage. Ensures consistent billing but depends on correct rate setup. Bill Ready: Supplier handles full bill calculation and LDC only delivers the invoice. This gives the supplier greater control over billing but requires strong data management. Dual Bill: Supplier and LDC generate and send individual invoices for their respective charges, billing the customer independently. Single Bill: A consolidated bill integrates supplier and LDC charges into a single invoice, thereby streamlining the payment process for the end user.
Broker fee reminder	Select this checkbox to set up a broker fee reminder for this account. When enabled, the system send reminders related to the broker fee for this account.
Campaign ID	Provide a valid campaign ID, for the system to validate and associate the end user with the specific marketing or pricing campaign.
Parent customer comments	Provide any optional notes pertaining to the parent customer, if applicable.

2. Billing settings tab¶

The Billing settings tab allows users to configure and manage all billing-related options. This includes payment terms, invoice preferences, and other parameters that control how billing and invoicing are handled for end users or accounts.

The table below provides detailed explanations for each field available in the Billing settings tab.

Fields	Description
Bill format	Select the bill format. The selected option determines how charges, usage details, and line items appear on the invoice. Available drop-down options are given below: Format v19 A - simple list by name Format v19 B - grouped by marketer and LDC charges Format v19 C - contract summary Format v19 D - daily volume from metered usage Format v19 E - single facility invoice Format v19 F- multi facility invoice
Line detail level	Select the detail level of invoice line items, affecting how usage, fees, and adjustments are displayed. Options include end user, all facilities on a single page, or separate page for each facility. In case of availability of contacts, If a separate page is selected for each facility, the facility-level contact will be included in the invoice. If all facilities are included on a single page or the end user is selected, the end user-level contact will be included in the invoice.
Billing hold	Specify the period during which invoice generation is temporarily paused, provides time for billing adjustments or corrections before finalization.
Message on invoice	Specify a customizable message displayed on the customer’s invoice. Use this for general communication, promotions, or important billing notes.
Recurring PO #	Enter a purchase order number to automatically include on all invoices. Useful for corporate or contract billing that requires a PO for processing.
Report volumes in	Choose the unit of measurement for reporting gas volumes on the invoice. Options may include Therms, Dekatherms (Dth), MCF, Cubic Feet (CCF), or MMBtu. Selecting the correct unit ensures compliance with contracts and industry standards.
Use alternate billing entity	Select this option to have invoices issued by a different entity rather than the primary supplier. This is helpful when billing is managed by another company, like a parent company or financial institution.
Round volumes to	Choose the round volumes to define how gas volumes are rounded for billing. Options include rounding to whole numbers, one decimal place, or two decimal places. This ensures consistency and reduces minor discrepancies in invoice calculations.

Invoice printing options

Fields	Description
Print prior balances	Select this checkbox to include any unpaid balances from previous billing periods on the invoice to keep track of outstanding amounts.
Don't print with controller	Select this checkbox to prevent the invoice from being printed automatically through the controller system, allowing for manual review or printing.
Print summary page for multi-facility invoices	Enable this checkbox to add summary pages to invoices that cover multiple facilities, providing an easy-to-read overview of all charges.
Bundle LDC charges onto 1 line	Enable this checkbox to combine all Local Distribution Company (LDC) charges into a single line item on the invoice to simplify the billing layout.

Billing line item options

Fields	Description
Hold bills until all facilities have volumes	Select this checkbox to delay invoice generation until meter readings are reported for all linked facilities to ensure billing is complete and accurate.
Suppress nGenue generated 3^rd party charges	Select this checkbox to hide third-party charges automatically added by the system, to exclude unapplied charges in the invoice.

Credit details

Fields	Description
Credit limit	Set the maximum credit limit for the end user. Once this limit is reached, new transactions may be restricted until the balance is reduced.
Credit rating	Choose the credit rating of the end user based on set criteria. Ratings like low, medium, or high can affect payment terms and eligibility for credit-based transactions.
Default margin	Specify the percentage added to the end user’s charges to account for the supplier’s profit margin.
Last reviewed on	Specify the date when the end user's credit details were last reviewed to ensure credit limits and terms remain appropriate.
SIC code	Select the Standard Industrial Classification (SIC) code representing the industry in which the end user operates, that influence contract terms and risk evaluation.
NAICS	Provide the North American Industry Classification System (NAICS) code that classifies the end user’s business type and is used for regulatory compliance and reporting purpose.
Office	Specify the office location managing the end user’s account, which influence billing jurisdiction and customer service processes.
Industry title	Specify the industry category associated to the end user, generally based on SIC or NAICS classification standards.
Credit status	Select the current credit qualification of the end user. Options include: Credit_Qualified Manual: Credit approval granted through manual assessment. Qualified: Credit approval granted automatically based on criteria. Rejected: Credit application declined. Review: Credit status is currently under evaluation Expired: Previously approved credit status has expired.
Credit expiration date	Specify the date when the end user’s credit approval expires, triggering review or renewal.

3. A/R (Accounts Receivable) tab¶

The A/R tab provides a detailed view of all outstanding amounts owed by end users. It allows users to track invoices, payments, and balances, helping manage collections, monitor cash flow, and maintain accurate financial records.

The following table provides detailed explanations for each field available in the A/R (Accounts Receivable) tab.

Payment processing

Fields	Description
Mail checks to	Select the mailing address for physical checks to ensure timely payment processing and avoid delays.
Wire funds to	Select the designated bank account for wire transfers to make electronic payments.
A/R Acct	Specify the accounts receivable (A/R) account used to record payments.
Sales acct	Specify the sales account associated with the end user.
Security deposit required	Select this checkbox to submit a security deposit prior to service activation.
Deposit amount	Specify the amount required to deposit, prior to service activation.
Date received	Specify the date the security deposit was received to ensure accurate accounting and refund processing.
Re-apply cash receipts	Click on this to reapply previously recorded cash receipts to accommodate necessary adjustments or corrections.
Payment terms	Select the payment terms to determine due date, selected from options such as days from invoice date or day of each month.
Min days	Specify the shortest allowable payment period for calculating due dates and late fees.
Cash receipt method	Select how payments are applied, options include matching to specific invoices or applying to oldest invoice(s). Proper selection ensures accurate payment allocation.
Form of payment	Select the payment methods that is authorized to use such as check, cash, wire transfer, Electronic Funds Transfer (EFT), ACH, credit card, or LDC AR purchase which directly impact transaction processing and reconciliation.

Late charges and collections

Fields	Description
Finance method	Select the method for calculating late payment charges. Options include: None: No finance charges are applied to late payments. Defined rate x balance due: Applies a fixed interest rate to the outstanding balance, ideal for standard late fees. Defined rate x # of days: Charges interest based on how many days the payment is late, useful for time-sensitive penalties. Custom rate x balance due: Uses a user-defined interest rate on the total outstanding balance, allowing flexible fee application. Custom rate x # of days: Applies a customized rate based on the number of overdue days, suited for variable late fee structures.
Late penalty	Select this checkbox to enable late fees on overdue invoices, calculation follows the selected finance method.
In collections	Select the in collections checkbox if the end user account is under collections for overdue balances.
Date referred	Specify the date the account was referred to collections.
Waive fees (days after referral)	Provide Permits authorized users to waive late fees for dispute resolution or goodwill.
Custom APR	Specify annual percentage rate for late payment penalties that overrides standard rates when applicable.
Minimum late fee	Specify the minimum late fee charged to ensure penalties on small balances.
Block all collection letters	Select this checkbox to prevent the system from automatically sending collection notices to the selected end user.
Stop all late fee calculation	Select this checkbox to disable automatic collection notices during external payment negotiations.

4. Misc settings tab¶

The Misc Settings tab centralizes end-user management, allowing configuration of identifiers, storage options, and flexible billing methods such as estimated reads and budget billing. It also governs participation in supply transactions and tracks annual usage forecasts with margins and terms. Additional options support self-nominated supply sources and consistent facility charge handling, ensuring efficient and precise operational control.

The table below provides detailed explanations for each field available in the Misc settings tab.

Fields	Description
Short name	Specify a brief internal identifier used for quick reference to the end user.
Enable cycle/financial storage	Select this checkbox to enable cycle-based or financial storage programs for balancing supply and demand in gas storage management.
Annual storage percent	Specify the percentage of annual storage allocated to the end user. Enabled only if Enable cycle/financial storage is selected.
Enable estimated meter read billing	Select this checkbox to allow billing using estimated meter readings if actual readings are unavailable or delayed.
End user is allowed to participate in supply transactions	Select this checkbox to authorize the end user to perform supply transactions such as purchasing or transferring gas.
Enable budget billing	Select this checkbox to activate fixed-amount billing for each cycle based on estimated annual usage, helps to manage seasonal payment fluctuations.

Initial sales forecast

Edit forecast and then save or remove forecast changes

Fields	Description
Annual usage	Specify the estimated yearly usage to aid in supply forecasting.
Margin	Provide the profit margin applied to end user's usage, influencing pricing and revenue.
Start date	Specify the start date of the sales forecast for tracking usage projections.
Term (Months)	Specify the forecast period, usually 12 months for annual projections.

Additional settings

Fields	Description
Self-nominating	Select this checkbox to choose supply sources instead of default allocations, and helps in self-managed procurement.
Block facility proration	Select this checkbox to disable proration of facility charges, ensuring consistent costs despite usage variations.

5. Price agreements tab¶

Price agreements associated with a specific end user are displayed in the Price agreement tab, providing a quick overview of current and future agreements that define the pricing terms applicable to that user. These agreements are configured and managed in the Price agreement screen, which offers a detailed interface to create, edit, and maintain price agreements. The screen allows users to view previous, current, and future agreements over a selected time range, enabling precise control over pricing terms, conditions, and validity periods.

The following tables provides detailed description for price agreement line item associated with end user which are recorded in the Price agreements tab.

Fields	Description
Price method	Specifies the methodology used to calculate the price, such as commodity pricing or recurring fee.
Start	Specifies the start date when the pricing term becomes active and enforceable.
End	Specifies The end date when the pricing term expires.
Months	Specifies the total number of months covered by the pricing term.
Tier 1 Pricing	Indicates the base price applied for the first defined volume tier within a tiered pricing structure.
Tiers	Indicates the number of distinct volume ranges with specific pricing levels defined in the agreement.
Contract quantity	Specifies the total agreed quantity to be supplied or purchased under the contract.
Cashout	Specifies whether deviations from contracted volumes settled financially.
Wasp (Weighted Average Selling Price)	Indicates the average price weighted by volume over the contract period.
Contract MDQ (Maximum Daily Quantity)	Specifies the maximum quantity that can be delivered or purchased in a single day under the contract.
Defined quantity	Defines quantity explicitly specified in the contract, typically as a fixed number rather than calculated dynamically.
Fixed quantity	Indicates the portion of the contracted quantity that remains constant regardless of market conditions or other variables.
Floating quantity	Indicates the portion of the contracted quantity that varies based on predefined indices, market prices, or external factors.
Month year	Represents the specific month and year related to the pricing or contract term.
Master agreement	Specifies the pricing agreement defined for group of end users.
Master agreement #	Specifies a unique identifier code assigned to the master agreement for tracking and reference purposes.
Agreement description	Provides a brief textual summary providing key details about the nature, purpose, or scope of the agreement.
Estimated market sensitive	ISpecifies the price that is expected to be sensitive to market fluctuations.
End user (EU) ID	Specifies the identifier of the end user associated with price agreement.
Price ID	Specifies the unique identifier assigned to the individual pricing record within the system.
Price master ID	Specifies the identifier that links the record to the central price master list that holds reference pricing information.
Business ID	Specifies the identifier for particular business unit responsible for managing the pricing agreement.
Strategy ID	Specifies the identifier for the trading strategy applied, which guides price setting or contract structuring.
Portfolio ID	Specifies the identifier representing the portfolio managed together for risk, performance, or reporting.
Supply region ID	It is a system generated ID specific to a supply region, where the supply applies.
Rate code	Determines the rates applied to price agreement, for standardizing the pricing models.
Execution date	Specifies the date when the pricing terms were agreed and became effective.

6. Activity log tab¶

The Activity log tab provides a comprehensive view of all actions and events within the system. It allows users to track, review, and manage activities in real time, including who performed each action, when it occurred, and relevant details. This tab helps ensure transparency, accountability, and easy auditing of all recorded events.

The table below provides descriptions for the icons and controls available in the Activity log tab.

Fields	Description
Refresh	Click Refresh icon to reload the activity log to display the most recent events.
Add event	Click Add event icon to create a new entry in the activity log.
Edit event	Click Edit event icon to modify an existing event entry.
Show full activity details	Select this Show full activity details checkbox to display complete details for each event in the log for in-depth review.

The following table describes the fields for each activity line item recorded in the Activity log tab.

Fields	Description
Facility	Specifies the official name or description of the facility.
Activity date/time	Specifies the date and timestamp when the activity logged.
Activity	Describes the action or event.
User name	Specifies the name of the user who logged the activity.
Activity source	Specifies the source where the activity logged from.
ID	It is a unique identifier for the activity record.
End user name	Specifies the name of the end user associated with the activity record.
End user ID	It is a unique identifier for the associated end user.
Facility ID	It is a unique identifier for the associated facility.
Activity ID	It is a unique identifier for that activity record.
Employee ID	It is a unique identifier for the associated employee.
Event type ID	It is identifier assigned to specific event type.
Customer ID	Specifies a unique identifier for the customer account.

Add event

Following table provides detailed explanations for each field available in the End user event pop-up window.

Event information

Fields	Description
End user	Specify the end user linked to the event, representing the individual or entity for whom the event is relevant.
Account number	Specify the account number.
Customer (optional)	Specify the name of the customer or end user associated with the event. This field is optional and may provide additional context or identification.
Event date and time	Specify the precise date and time when the event was created, recorded in a timestamp format to ensure accurate tracking of event occurrence.
Created by	Specify the person or entity responsible for creating the event, providing traceability of the event's origin.
Event type	Specify the category of the event, describing the nature or purpose of the event being recorded.
Facility (optional)	Specify the facility linked to the event, this field is optional.

Memo

Optional text field to capture additional notes or comments that provide further context or clarification about the event.

Credit and collections info

Fields	Description
Current balance	Provide the current balance.
Credit limit	Specify the credit limit.
Collections contact	Specify the collections contact.
Voice	Provide the voice mail.
Fax	Provide the fax number.
E-mail	Provide the e-mail address.

Event detail

Event detail provides a comprehensive log of all task detail records, capturing key information such as description, task owner, created date, volume details, contacts, task details and any relevant context to the end user event for tracking and auditing purpose.

7. Invoices tab¶

Upon completion of billing, the system generates an invoice through the Generate invoice screen and securely stores it for convenient future access. This tab provides a comprehensive list of all invoices associated with the end user for efficient tracking and management. To view detailed information of a specific invoice, double-click the corresponding entry, which will open the End user invoice inquiry screen displaying the invoice details.

The following table describes the fields for each invoice line item recorded in the Invoices tab.

Fields	Description
Invoice # (Invoice number)	Specifies the unique identifier assigned to each invoice for tracking and reference.
Date	Specifies the date of issue of the invoice.
Due date	Indicates the date by which payment for the invoice is expected to be completed.
Total	Specifies the total billing amount on the invoice which includes taxes, fees, and all applicable charges.
Paid	Indicates the amount paid against the invoice.
Balance	Indicates the amount that still remains after payment deduction from total invoiced amount.
Days	Indicates the remaining credit balance after application.
Days for payoff	Specifies the number of days from due date to payoff fully.
Paid date	Indicates the date when the invoice was fully paid.
Checks used	Reference to check numbers or payment methods applied to settle the invoice.
Facility if applicable	Specifies the identifier of specific facility related to the invoice, if applicable.
Budget bill setup ID	Specifies the identifier that links invoice to budget billing setup record for pre-approved or structured billing.
Budget amount	Specifies the agreed-upon budgeted amount for this billing cycle.
Images	Provides links or references to any scanned documents, supporting files, or images attached to the invoice.
LDC uploaded	Indicates whether related LDC billing data has been uploaded for processing.
Allow export	Indicates the invoice data is eligible to be exported to external systems.
LDC rebills	Specifies the number of rebill cycles or adjustments related to LDC charges associated with this invoice.
Facility ID	Specifies the unique identifier of the facility tied to billing for facility-level tracking.
Print date	Specifies the date when the invoice printed or prepared for physical distribution.
End user (EU) ID	Indicates the identifier for the end user.
Budget start	Specifies the start date of the budget period applicable to this invoice.
Budget end	Specifies the end date of the budget period applicable to this invoice.
Transfer code (Trnf)	Specifies the identifier that represents the type of transfer or transaction related to the invoice.
Facility account (Fac)	Specifies the account associated with facility for accounting and cost allocation purposes.

8. Cash receipts tab¶

After an invoice is generated for a specific end user, the associated cash receipts can be created through the Cash receipt screen. These receipts are subsequently displayed in the Cash receipts tab on the end user’s screen, providing a comprehensive view of all payments linked to that invoice for streamlined tracking and management.

The following table describes the fields for each cash receipt line item recorded in the Cash receipts tab.

Fields	Description
Facility if used	Specifies the identifier of the facility involved, if applicable.
Entry batch	Specifies the reference number of the data entry batch.
Check number	Indicates the payment check number associated with the cash receipt.
Receipt date	Specifies the date of receipt processed or issued.
Amount	Indicates the billing amount of the receipt.
Amount applied	Indicates the portion of receipt amount applied to outstanding balances.
Open credit	Indicates the remaining credit balance after application.
Detail count	Specifies the number of detailed line items in the receipt.
Receipt ID	Indicates the unique identifier assigned to the receipt record.

9. Facilities tab¶

The Facilities tab displays all facilities and their associated details for a specific end user. Facilities can be configured in the Facility screen by adding them to the end user, enabling streamlined management and quick access to all services assigned to that user.

The following table describes the fields for each facility line item recorded in the Facilities tab.

Fields	Description
Facility	Specifies the official name or description of the facility.
LDC account number	Specifies the account number assigned by the Local Distribution Company (LDC) for utility services.
Street address	Specifies full physical address where the facility is located.
Facility optional ID 1	Specifies the user-defined optional identifier for additional facility reference.
Facility optional ID 2	Specifies the secondary user-defined optional identifier for additional facility reference.
Status	Indicates current operational state of the facility.
Meters	Indicates the total count of utility meters installed at the facility, regardless of operational status.
Active meters	Indicates the number of utility meters that are currently operational and actively recording data.
Facility ID	Specifies the system-generated unique identifier assigned to the facility for internal tracking.
Pool start date	Specifies the start date of the pooling period for the facility.
Pool end date	Specifies the end date of the pooling period for the facility, marks the exit of facility from the pool or billing group.

10. Documents tab¶

The Documents tab stores all relevant documents associated with the end user—such as contracts, agreements, and supporting files. It serves as a central location to upload, view, and manage these records for easy reference and secure access.

Add a document

Follow the steps below to add a document relevant to the end user:

Click Add document icon.

Fill in the following fields to upload and store a document:

Fields	Description
End user	Select the end user associated with the document to add a document.
Facility	Select the facility linked to the end user.
Document description	Provide a brief description of the document contents or purpose.
Document category	Select the document type. Available options are sales tax certificate, collections, end user contract, pipeline document, etc.
Original file name	Displays the original file name of the document from the local system.
Added by	Specify the user who is uploading the document.
Permanent storage path	Specify the configured permanent storage location, as defined in the Global settings screen.
Stored file name	Specify the file name to store the document in the system.

Click Accept to store the customer document. Otherwise, click Cancel to discard the document upload.

11. Supplier history tab¶

The Supplier history tab displays the details of suppliers or marketers associated with the end user, maintaining a record of all relevant information for reference and management.

The following table describes the fields for each supplier history line item recorded in the Supplier history tab, where supplier or marketer details are logged.

Fields	Description
End user name	Specifies the full name of the end user receiving the service.
Marketer name	Specifies the full name of the marketer or supplier managing the end user's account.
Marketer	Defines the official name of the marketer or supplier entity.
Begin date	Start date of the service or contract period with marketer/supplier.
End date	End date of the service or contract period with the supplier.
Marketer ID	Indicates the unique identifier assigned to the supplier for system tracking purposes.

12. Quotes tab¶

Once a quote is created in the Quote engine screen, all details related to the end user are reflected in this tab. This provides a centralized view of all quotes associated with the end user, enabling efficient tracking, review, and management.

The following table describes the fields for each quote line item recorded in the Quote tab and associated with the end user.

Fields	Description
Internal quote ID	Specifies the unique internal identifier assigned to the quote.
Accepted	Specifies whether the quote was accepted or not.
Quoted terms/prices	Defines the terms and pricing originally proposed in the quote.
Original WACOG terms/prices	Specifies the initial Wholesale Average Cost of Gas (WACOG) terms and pricing at the time of quoting.
Estimated flow date	Estimated date when the service or commodity flow is scheduled to begin.
Quote date	Indicates the date the quote was created or issued.
Expires on	Specifies the expiration date of the quote.
Accepted date	Specifies the date the quote accepted by the end user.
Accepted price	Define final agreed price from the accepted quote.
Accepted terms	Defines final agreed contractual term from the accepted quote.
Accepted flow date	Scheduled start date for service or commodity flow based on the accepted quote.
Report version	Indicates the version number of the report or document related to the quote.
Date created	Indicates the date when the quote record was created in the system.
Created by	Specifies the name or ID of the user who created the quote record.
Quote #	Specifies the system generated quote number for reference.
Signor	Indicates the name of the person or entity who signed the quote agreement.
Signed date	Indicates the date when the quote was officially signed.
Sent date	Specifies the date when the quote was sent to the prospect end user.
PDF file path	It is file path location of the PDF formatted quote document.
Overriden	Indicates that quote terms/prices have been manually overridden.
Booked by	Indicates the name or ID of the prospect end user who finalized or booked the quote.
Accepted adder	Specifies the additional price component accepted as part of the final quote.
Prospect end user	Indicates the name of the prospect end user being quoted.
Pricing group string	Specifies the category or group for pricing
Prospect quote WACOG ID	Specifies the identifier linking to the WACOG quote for the prospect.
Accepted variable index ID	Indicates the identifier of the variable pricing index accepted in the quote.
Prospect end user ID	Indicates the unique identifier for the prospect end user.
Accepted LDC pricing group ID	Specifies the identifier of the LDC pricing group accepted in the quote.
End date	Indicates the end date of the service agreement or quote validity.
Display code	Indicates the identifier that is displayed for a specific quote record.

13. Tasks tab¶

The Tasks tab provides a central view of all logged tasks and activities. It allows users to review, and track each task details such as status, assignee, due dates, and progress so that ongoing work can be monitored and managed efficiently.

The following table describes the fields for each task line item recorded in the Tasks tab.

Fields	Description
Task ID	Specifies a system-generated unique identifier for the task record.
Date created	Specifies the date when the task was initially logged.
Date due	Specifies the date for the task to get completed.
Task type	Specifies the type of logged task.
First owner	Specifies the original owner/user who created or assigned the task.
Current owner	Indicates the user who currently accountable for task completion.
Task description	Describes brief explanation about task purpose and related actions.
Task notes	Describes any additional comments or details relevant to the task for reference.
Task on hold	Indicates that task is temporarily paused or awaiting input before continuing.
Task closed	Indicates whether the task is complete or incomplete.
Date closed	Indicates the date when the status of task changed to closed.
Urgency level	Specifies the priority of the task.
Source	Indicates where the task has been sourced from.
Source ID	Specifies the unique identifier for the source from where the task has been logged.
Date last updated	Specifies the date when recent modifications are made to the task record.
Last updated by	Specifies the user who made recent update to the task record.

Click Save to save the record. You have successfully created an end user in the nGenue application.