Viewing end user review list¶

The End user review list screen provides a consolidated view of end users and their associated facilities. It allows users to filter and review end user data based on various criteria such as Local Distribution Company (LDC), rate rider, pool, primary representative, and other parameters.

This screen features the following icons:

Icons	Icons name	Description
	View end user details.	Opens the selected end user’s detailed information, including account and contact details. For more information, refer to the End user article.
	View facility details.	Opens the facility details associated with the selected end user, including location and operational data. For more information, refer to the Facility article.
	View address information.	Displays the address information linked to the selected end user or facility. For more information, refer to the Add address to end user or facility article.
	View sales contracts.	Opens the sales contracts associated with the selected end user for review and management. For more information, refer to the Sales contracts article.
	View price agreements.	Displays price agreements related to the selected end user or contract, including terms and pricing details. For more information, refer to the Price agreements article.

Prerequisites¶

Before working on the End user review list screen, ensure the following prerequisites are met:

User permissions: You must configure the security settings including User type, Security user, Security group, Security assign user, and Security assign permissions in their respective screens to ensure you have the required access and permissions for End user review list screen actions.
LDC: The relevant LDC must exist in the application.
LDC pool: An LDC pool must be configured to classify customers for efficient billing and distribution.
LDC rate configuration: An LDC rate class must be defined to categorize customers and establish delivery terms.
End user: Configure the end user in the system before reviewing end user review list.
Facility: Add the facility in the system to link it with the end user.

Procedure to view end user review list¶

Step 1: Navigate to the End user review list screen¶

Log in to the nGenue application.
Click the Search icon and enter end user review list in the search bar.
Double-click End user review list to open the screen.
The screen consists of two sections:
1. End user query: Use this section to filter data based on selected criteria.
2. End user records: This section automatically displays data based on applied filters.

End user query section¶

Use the following fields to filter data:

Fields	Description
LDC	Filter end users by LDC.
Rider	Filter end users by LDC rate rider.
Pool	Filter end users by LDC pool.
End user	Retrieve data for a specific end user.
Primary rep	Filter by primary representative.
Sort By	Sort the list by name or account.
Show active only	Display only active end users.

Click Load list to display records.

End user records section¶

The End user records section automatically displays data based on the applied filters. Selecting an end user also loads the corresponding facility details.

The section is divided into two sections:

End user grid
Facility grid

End user grid¶

The End user grid displays the following fields:

Fields	Description
EU_ID	Unique end user ID assigned by the system.
Account Number	LDC account number linked to the end user.
Name	Full name of the end user.
Status	status of the end user (active, setup/pending, prospect, credit hold, or terminated).
Remit ID	Remit address ID associated with the end user.
Wire ID	Wire fund ID linked to the end user.
Rep ID	Primary representative ID assigned to the end user.
LDC ID	LDC ID.
LDC_RR_ID	LDC rate rider ID.
Billing breakdown	Billing breakdown details for the end user.
Billing hold	Indicates whether billing is on hold, preventing bill generation.
Start hold	Start date of the billing hold.
End hold	End date of the billing hold.
Recurring PO	Recurring PO number configured in Billing Settings.
Agency status	Current agency status for the end user.
Invoice message	Message configured to appear on the invoice.
Customer ID	Unique customer ID associated with the end user.
LDC pooling ID	LDC pool ID configured in the LDC pool screen.
Internal tag	Internal business unit ID used for classification.
Sales account	Sales account ID.
Short name	Short name for the end user.
Reporting unit	Reporting unit associated with the end user.
Payment terms	Payment terms (for example, monthly) configured in A/R.
Pool name	LDC pool name linked to the end user.
Rider name	LDC rate rider name.
Rep name	Full name of the primary representative.
Parent name	Parent customer name linked to the end user.
Service rep	ID of the assigned service representative.

Facility grid¶

The Facility grid displays the following fields:

Fields	Description
Facility ID	Unique facility ID assigned by the system.
EU_ID	End user ID to which the facility is linked.
LDC ID	LDC ID associated with the facility.
LDC pooling ID	LDC pool ID to which the facility belongs.
Zone ID	Pipeline zone ID.
Name	Full name of the facility.
Account number	LDC account number associated with the facility.
Usage type	Type of usage (for example, residential, commercial).
Status	Current activity status of the facility.
Transfer date	Date when the final bill was generated (if applicable).
State tax rate	State-level tax rate applied to the facility.
Local tax rate	Local-level tax rate applied.
Usage tax rate	Usage-based tax rate applicable to the facility.
Comments	Additional notes or comments related to the facility.
Meters	Total count of active meters associated with the facility.

Summary¶

The End user review list screen enables comprehensive management and analysis of both end user and facility data. With its filtering options and detailed grid fields, users can efficiently review account information, billing details, and operational status. This functionality streamlines data management, enhances accuracy, and ensures transparency across customer and facility records.