Reviewing retail price

The Retail price review screen in nGenue allows users to view, filter, and manage all retail price agreements configured in the system. It provides a centralized view of price agreements defined in the Price Agreement screen and enables authorized users to review, edit, or delete pricing records as required.

This functionality ensures that all retail pricing data remains accurate and consistent across agreements, tiers, and LDC configurations.

Follow the steps below after completing configurations for the Price Agreement and LDC Pricing Product screens.

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Prerequisites

Before working on the Retail price review screen, ensure the following prerequisites are met:

• Ensure the nGenue application is installed and use valid login credentials to log into the application.
• User permissions: Configure security settings including User type, Security user, Security group, Security assign user, and Security assign permissions in their respective screens to ensure the required access and permissions for Retail price review actions.
• LDC: Create and configure the Local Distribution Company (LDC) in the application.
• LDC pool: Configure the LDC pool to organize and manage delivery points associated with specific LDCs.
• Price agreement: Create and manage price agreements that define pricing terms, volumes, and conditions between suppliers and end users.
• End user: Create and manage end user records to link customers with their corresponding price agreements.
• Facility: Add the facility in the system to associate it with the end user.

Procedure to review retail prices

Step 1: Navigate to the Retail price review screen

1. Log in to the nGenue application.
2. Click the Search icon and enter retail price review in the search bar.

3. Double-click Retail price review to open the screen.

   

4. The screen is divided into two sections:

   1. Retail price agreement filters: Enables users to search and filter existing retail price agreements based on multiple parameters.

   2. Retail price agreements: Displays filtered results in a structured grid. Selecting an end user automatically loads corresponding facility details.

      

Step 2: Load retail price agreements

1. Use the available filters to narrow down results and display only relevant price agreements.

   Fields	Description
   LDC	Filter price agreements by Local Distribution Company.
   Rate	Filter end users by LDC rate rider.
   Pool	Filter by LDC pool associated with the agreement.
   Service Rep (Active only)	Retrieve records for a specific active service representative.
   Primary Rep (Active only)	Filter by the assigned primary representative.
   Filter by index(s)	Filter results based on associated commodity index or rate index.
   Price structure	Filter by predefined price structures.
   Date range	Define the period for which the price agreements should be displayed.
   Tier	Filter based on tier configuration.
   Search string	Enter a keyword or partial name to quickly locate specific agreements.
   Hide if review complete	Exclude price agreements that have already been reviewed.

2. Click Load to display the records matching the selected filters.

   

3. Once loaded, the following columns appear in the Retail price agreements section:

   Columns	Description
   LDC Name	Displays the full name of the Local Distribution Company.
   Pool Name	Shows the associated LDC pool name and number.
   Rate Class	Lists the rate category applied to the agreement.
   Primary Rep	Displays the primary representative responsible for the end user.
   Service Rep	Displays the active service representative.
   Start Date / End Date	Indicates the validity period of the price agreement.
   Tier Volume Source	Displays the tier source linked to the agreement.
   Review / Review Notations	Shows review status and notes for each record.
   Fixed Fee Description	Displays details of any fixed fees applied.
   Tier # / Tier Description	Shows the applicable pricing tier and its description.
   Price Type	Identifies whether the agreement uses fixed, index, or blended pricing.
   End User Name / Account #	Displays the customer and corresponding account number.
   Commodity Index / Simple Adder	Displays associated index and adder details.
   Buyback / Simple Buyback Index	Lists buyback rate and related index.
   Flat Monthly Amount	Displays any flat monthly charge associated with the price.
   Price Status	Shows the current approval or activation status of the price agreement.

   

Step 3: Manage retail price agreements

1. Edit retail price agreement

   1. Select a price agreement from the results grid.
   2. Click the Edit icon next to the record.

   3. The system opens the Price agreement screen where you can modify relevant details such as rates, tiers, or index configurations.

      

2. Delete retail price agreement

   1. Select the price agreement from the results grid.

   2. Click the Delete icon to permanently remove the record from the system.

      

3. Edit tier pricing

   1. Select the price agreement from the results grid.
   2. Click the Edit icon under the Tier column to open the Add/Edit market tier screen.

   3. Modify the tier structure or pricing components as required and save the changes.

      

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Summary

The Retail price review screen in nGenue provides a comprehensive interface to monitor and manage all retail price agreements within the system. It allows filtering by LDC, pool, index, or representative to simplify searches and ensures that users can review, modify, or remove outdated agreements efficiently.

Accurate management of retail price agreements ensures transparency, pricing integrity, and consistency across Price agreement, LDC pricing product, and End User configurations.

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