Accounts

The Accounts Tab on the UI will provide the user with a detailed view of a customer’s account details, billing and payment history, billing attributes, exceptions/warnings, and usage per bill, and contains the following details:

• Accounts Overview

• Accounts Search & Filtering

• Account Details

Accounts Overview

Similar to exceptions overview, after navigating to the accounts tab, a user will see a table with an overview of all accounts the utility serves whose data is synched to GridX as a part of the project implementation.

The Accounts Tab will provide the following details per Contract_ID:

• Contract ID

• MeterAccount ID

• Type (Residential or Commercial)

• Rate

• Action (Details button)

Accounts Search & Filtering

To search for a specific account, the user can choose to use the Account Search bar, or use the search features from the Accounts table on the Contract ID or Meter Account ID columns.

Account Details

From the Accounts overview, a user can select a specific row and view account details using either the details button at the far right, or the linked Contract ID. After making a selection, a user will be navigated to the Account details page, which contains high-level information on the account including their contract ID, meter account ID, account type (res. vs commercial) and rate code). There are also several tabs with more information:

• Bill history

• Attributes

• Usage

• Raw Usage

• Events

Bill History

The Bill History tab will provide the user with all the bill history of the customer.

The following fields will be available:

• Bill ID - This is the unique bill id per contract id

• Start - This is the bill start date

• End - This is the bill end date

• Status - This is the current status of the bill. It can have the following values:

  • Invoiced - If a bill is successfully generated

  • Not Billed - If a bill is not generated and an exception is created

  • HoldBill - If a bill is generated but is held due to a warning

  • Canceled - If a bill is canceled and queued for rebilling

  • Rebilled - If a canceled bill is rebilled

  • Withdrawn - If an invoice gets rejected by the client in the Invoice Report

• Transaction Date - This is the date of the transaction

• Rate - This is the Rate of the customer for the bill period in consideration

• Usage - This is the billed usage kWh for the bill period in consideration

• Amount - This is the billed amount for the bill period in consideration

Attributes

• This tab provides a list of all the billing attributes that the customer was billed on for the bill period in consideration

• The user can also edit customer attributes from under the Account Details tab to fix any issues with the incoming client customer attribute files

• This should happen regardless of if any event occurred for that customer

Usage

This tab provides a detailed breakdown of the usage per TOU buckets for a customer for the bill period in consideration

Events

This tab displays all the events (exceptions, warnings, etc) occurred for that contract_id.