Top Banner
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Advanced Operations Track Percentage-Based Chargeback Bills Presented by John Pierce, CEM, CMVP
51

Percentage-Based Chargeback Bills in EnergyCAP

May 29, 2015

Download

Technology

EnergyCAP, Inc.

Typical % chargeback scenarios, chargeback goal, customers and chargebacks, creating a distribution, processing chargebacks, customer/tenant bills in EnergyCAP. Learn more at www.EnergyCAP.com.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Advanced Operations Track

Percentage-Based Chargeback BillsPresented by John Pierce, CEM, CMVP

Page 2: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 3: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Scenarios

No physical submeter

Multi-story building with different tenants

Single-story building with multiple tenants

Single Vendor Meter serving multiple buildings (campus)

Page 4: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Bill split accounts

Page 5: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 6: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Goal: Split or allocate a master bill

Allocate 100%?

Allocate less than 100%?

Page 7: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Base a split on:

% occupied area

External calculations

Page 8: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 9: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Customers & Chargebacks

View Chargebacks by:

Customer

Building

Distribution

Page 10: Percentage-Based Chargeback Bills in EnergyCAP

Customers & Chargebacks

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 11: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Customers

All Chargeback Account/Meters should have a Customer assigned

PowerViews provide:

Roll-up data by Customer

Drill down to individual Chargeback Meter

Page 12: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Customers

Page 13: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Buildings

Only Buildings with at least one Chargeback Meter

PowerViews provide:

Roll-up data by Organization and Building

At Building, see all percentage allocations

Page 14: Percentage-Based Chargeback Bills in EnergyCAP

Buildings

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 15: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Distributions

Visually see distribution/allocation of the ‘Master’ Bill

Create and Edit distribution of the ‘Master’ Bill

Compare ‘Master’ Bill to sum of all Chargeback Bills

Page 16: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Distributions

Page 17: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Actual Data

Page 18: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 19: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Creating a Chargeback Distribution

Chargeback Account/Meters are one-to-one:

Only 1 Meter per Chargeback Account

Only 1 Chargeback Account per Meter

Page 20: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

If Creating <= 10 Chargeback Account/Meters:

Manually Add a Chargeback Account/Meter

Create Chargeback Account/Meter ‘on the fly’ in the Distribution Wizard

Page 21: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 22: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 23: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 24: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 25: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 26: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 27: Percentage-Based Chargeback Bills in EnergyCAP

Add a Chargeback Account/Meter

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 28: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

‘On the fly’ in Wizard

Page 29: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

If Creating > 10 Chargeback Account/Meters:

Use Setup Manager

Generate ‘Accounts & Meters’ Setup Spreadsheet

Page 30: Percentage-Based Chargeback Bills in EnergyCAP

Accounts & Meters Setup Spreadsheet

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 31: Percentage-Based Chargeback Bills in EnergyCAP

Create Chargeback Distribution

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 32: Percentage-Based Chargeback Bills in EnergyCAP

Create Chargeback Distribution

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 33: Percentage-Based Chargeback Bills in EnergyCAP

Create Chargeback Distribution

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 34: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Prior versions of the Distribution can be deleted.

Current version of the Distribution can be edited.

Page 35: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Edit Chargeback Distribution

Page 36: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Edit Chargeback Distribution

Page 37: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Edit Chargeback Distribution

Page 38: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Need to add Administration Fee, or Surcharge, to the bill?

Use ‘Add Account Charge’

Page 39: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Add Account Charge

Page 40: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Add Account Charge

Page 41: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Add Account Charge

Page 42: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 43: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Bill Processing Manager

Page 44: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Processing Chargebacks

Page 45: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Processing Chargebacks

Page 46: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Processing Chargebacks

Page 47: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Page 48: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Invoice Reports

Page 49: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

EnergyCAP Online

Page 50: Percentage-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

EnergyCAP Online

Page 51: Percentage-Based Chargeback Bills in EnergyCAP

Questions

Visit the Ace Place to learn more!

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com