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Transfer end user to new rate class

In gas utility operations, an end user’s rate class is not always static. Changes such as customer type transitions (residential to commercial), load growth, regulatory reclassification, tariff updates, or billing corrections often require an end user to be moved to a different rate class. If these changes are not applied correctly and at the right time, they can result in incorrect pricing, misapplied riders, billing errors, and downstream reconciliation issues.

The Transfer End User to New Rate Class screen allows users to switch an end user from one rate class or rider to another while preserving historical accuracy and ensuring that only the intended billing periods are affected. By enforcing effective dates and clear rate selection, this feature ensures consistency across usage calculation, billing, and settlement workflows.

Prerequisites

Before using the Transfer End User to New Rate Class screen, ensure the following prerequisites are met:

  • The user has add or modify permissions for the Transfer End User to New Rate Class screen.
  • The LDC is configured and active.
  • The end user exist and is active.
  • Both the current and target rate classes / riders are configured.
  • Billing and regulatory implications of the rate change have been reviewed.

Procedure to transfer an end user to a new rate class

Step 1: Navigate to the Transfer End User to New Rate Class screen

  1. Log in to the nGenue application.
  2. Click the Search icon and enter Transfer End User in the search bar.

  3. Double-click Transfer End User to New Rate Class to open the Transfer End User to New Rate Class (User Tools) screen. transfer_enduser_to_new_rate_class_1

  4. The Switch Rate / Rider screen is displayed. transfer_enduser_to_new_rate_class_2

Step 2: Select end user to switch

Use the Select end user to switch section to define the scope of the rate class change.

Fields Description
LDC Identifies the Local Distribution Company under which the end user is configured. This selection determines the available rate classes and riders.
Filter by Rate Rider Allows filtering of end users based on their current rate rider, making it easier to identify customers eligible for a specific transition.
End Users (Active Only) Select the active end user whose rate class or rider needs to be changed. Only active end users are available for selection.

This section defines which end user is impacted by the rate class change.

Step 3: Define new rate rider selection

Use the New Rate Rider Selection section to configure the new rate class and timing.

Fields Description
Current Rate Rider Displays the end user’s existing rate class or rider. This field is read-only and provided for reference.
Change To Select the new rate class or rider that will apply to the end user. This determines pricing logic, billing rules, and eligibility for riders.
Effective Defines the start date on which the new rate class becomes effective.
No Ending Date When selected, the new rate class applies indefinitely until another rate change is performed.

Note

Effective dating ensures that historical billing and usage calculations remain unchanged prior to the transition.

Step 4: Confirm and apply the rate class change

  1. Review the selected end user, current rate rider, new rate rider, and effective date.
  2. Confirm that the change aligns with billing cycles and regulatory requirements.
  3. Click Accept to apply the rate class change.
  4. Click Cancel to exit without saving changes. transfer_enduser_to_new_rate_class_3

Once accepted, the end user is billed under the new rate class starting from the effective date.

Key points

  1. Rate class changes directly impact pricing, billing, and settlement.
  2. Effective dates ensure historical billing data remains intact.
  3. Rate riders control eligibility for specific charges and calculations.
  4. This change should be coordinated with billing cycles to avoid proration issues.
  5. All rate transitions are auditable and traceable within the system.

Summary

The Transfer End User to New Rate Class screen provides a structured and reliable way to manage end user rate transitions within nGenue. By combining effective-dated logic with clear rate rider selection, this feature ensures accurate pricing, compliant billing, and consistent downstream processing whenever an end user’s rate classification changes.