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5.2.01 B1 Prepare Procedure
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Broker Procedures:
Broker state "B1" is set for each company in the Bespoke Application Service that is being processed by the Sales team as a prospect.   Only when the Sales team are able to create a Handover Document (S5) will the broker team get involved.

B1 Prepare:
While the company record in TIES Bespoke Application Service is a prospect, the broker state is "prepare".   When the company sales state changed from Prospect to Client, then the broker state becomes relevant.
Broker search by company will normally ignore all company records that have a state as "pepare".

How to change a date field value:
Where a date is shown as three drop down lists, it is critical to change the three values in a logical order that ensures that the date is always valid.
For example: where the date is shown as "02 Feb 2014" it is not valid to try to change the day dropdown list to "30".   Because "30 Feb 2014" is invalid, a warning message as "DUE-40 Sorry dasy error" is shown and the date value is not changed.   The month drop down list can be selected as "Dec" with a reply as "saved", then the days can be selected as "30" with a reply as "saved".
The date policy is that an invalid date value cannot be saved to the database.   If an invalid date is selected, a warning message is shown and the existing data value remains the same.
History will record the saving of each part of the date field - it is not possible to change the day and month as a single step.

Northern Ireland:
Electric distribution in Northern Ireland is provided by Power-NI.   Power-NI use an 11 digit MPAN that begins with "81" as the first 2 digits of the street number.   To make this complient with UK 13 digit MPAN numbers, the 11 digits are assigned a DNO prefix as "81".
The profile, timeswitch and loss factor prefix of 2, 3 and 3 digits are assigned as zeros to make up the full 21 digit MPAN.   For example; "000000008181894089234" is a valid 21 digit MPAN for Northern Ireland where Power-NI only use the last 11 digits as "81894089234".
Extra. ~The service country (ESE38) should be selected as "Northern Ireland".   The DNO list (ESE49) will be automatically selected as "81 Northern Ireland Power-NI".

Workflow Diagram:
ProcPageOutputRefFieldValue
B2.1013001Broker Dashboard3102Menu"Client Hierarchy"
B2.1113102Client List Formt3104Menu"Add"
B2.1213104Add Client Form45Company"Jones Company Limited"
B2.1223104Add Client Form37Postcode"HA5 5DA"
B2.1233104Add Client Form42Street"45 Lower Avenue"
B2.1243104Add Client Form40Town"Harrow"
B2.1253104Add Client Form23Contact"Mr James Jones"
B2.1263104Add Client Form25Email"James.Jones@purdi.co.uk"
B2.1273104Add Client Form35Contact By"Email"
B2.1293104Add Client Form3106Menu"Refresh"
ProcPageOutputRefFieldValue
B2.1313106Client Form30Traffic Light"Green"
B2.1323106Client Form59Sales"John"
B2.1333106Client Form54Broker"Sophia"
B2.1393106Client Form3106Menu"Refresh"
ProcPageOutputRefFieldValue
B2.1413106Client Form3009Broker"LOA Upload"
B2.1423009LOA Upload1Browseselect document
B2.1433009LOA Upload2UploadUpload document
B2.1443009LOA Upload1986Menu"Close"
B2.1493106Client Form3106Menu"Refresh"
ProcPageOutputRefFieldValue
B2.1513106Client Form3009Broker"TOB Upload"
B2.1523008TOB Upload1Browseselect document
B2.1533008TOB Upload2UploadUpload document
B2.1543008TOB Upload1986Menu"Close"
B2.1593106Client Form3106Menu"Refresh"
ProcPageOutputRefFieldValue
B3--ECOESrequest"Meter Details"
ProcPageOutputRefFieldValue
B4.1013106Client Form3252Menu"Service"
B4.1113252Service List Form3254Menu"Add"
B4.1213254Add Service Form13Service Type"Electric"
B4.1223254Add Service Form37Postcode"HA4 4AS"
B4.1233254Add Service Form42Street"77 Upper West Road"
B4.1243254Add Service Form40Town"Harrow"
B4.1253254Add Service Form23Contact"Mrs Mark Smith"
B4.1293254Add Service Form3256Menu"Refresh"
ProcPageOutputRefFieldValue
B4.1313256Service Form26MPAN"01.321.234.11.1234.5678.333"
B4.1323256Service Form29KVA"35"
B4.1393256Service Form3256Menu"Refresh"
ProcPageOutputRefFieldValue
B5.1013106Service Form3252Menu"Reading"
B5.1113302Reading List Form3304Menu"Add"
B5.1213304Add Reading Form52Reading Date"02 Feb 2013"
B5.1223304Add Reading Form33Reading Type"Opening Read"
B5.1293304Add Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.1313306Reading Form26Day Reading"12345"
B5.1393306Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.1413306Reading Form3305Menu"Clone"
B5.1513305Clone Reading Form52Reading Date"02 May 2013"
B5.1523305Clone Reading Form33Reading Type"Supplier Read"
B5.1533305Clone Reading Form33Period"Quarter"
B5.1543305Clone Reading Form33Spend"64.00"
B5.1553305Clone Reading Form33Day Reading"12745"
B5.1593305Clone Reading Form3306Menu"Refresh"
B5.1613306Reading Form3030Menu"Consumption"
B5.1713030Unit Consumption1985Menu"Close"
B5.1813306Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.1913306Reading Form3305Menu"Clone"
B5.2013305Clone Reading Form52Reading Date"02 Aug 2013"
B5.2023305Clone Reading Form33Reading Type"Supplier Read"
B5.2033305Clone Reading Form33Period"Quarter"
B5.2043305Clone Reading Form33Spend"80.00"
B5.2053305Clone Reading Form33Day Reading"13245"
B5.2093305Clone Reading Form3306Menu"Refresh"
B5.2113306Reading Form3030Menu"Consumption"
B5.2213030Unit Consumption1985Menu"Close"
B5.2313306Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.2413306Reading Form3305Menu"Clone"
B5.2513305Clone Reading Form52Reading Date"02 Nov 2013"
B5.2523305Clone Reading Form33Reading Type"Supplier Read"
B5.2533305Clone Reading Form33Period"Quarter"
B5.2543305Clone Reading Form33Spend"80.00"
B5.2553305Clone Reading Form33Day Reading"13545"
B5.2593305Clone Reading Form3306Menu"Refresh"
B5.2613306Reading Form3030Menu"Consumption"
B5.2713030Unit Consumption1985Menu"Close"
B5.2813306Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.2913306Reading Form3305Menu"Clone"
B5.3013305Clone Reading Form52Reading Date"02 Feb 2014"
B5.3023305Clone Reading Form33Reading Type"Supplier Read"
B5.3033305Clone Reading Form33Period"Quarter"
B5.3043305Clone Reading Form33Spend"80.00"
B5.3053305Clone Reading Form33Day Reading"14045"
B5.3093305Clone Reading Form3306Menu"Refresh"
B5.3113306Reading Form3030Menu"Consumption"
B5.3213030Reading Consumption1985Menu"Close"
B5.3313306Reading Form3306Menu"Refresh"
ProcPageOutputRefFieldValue
B5.3413306Reading Form3306Menu"Close"
B5.3513256Service Form3256Menu"Refresh"
B5.3613031Service Consumption3031Menu"Close"
B5.3713256Service Form3256Menu"Refresh"
B5.3723256Service Form3256EA Spend"320.00"
ProcPageOutputRefFieldValue
B6.1013256Service Form3352Menu"Contract"
B6.1113353Contract List Form3354Menu"Add"
B6.1213354Add Contract Form28Start"12 Dec 2013"
B6.1223354Add Contract Form29End"11 Dec 2014"
B6.1233354Add Contract Form24Life Cycle"Existing"
B6.1243354Add Contract Form25Contract Step"3rd Party"
B6.1253354Add Contract Form26Supplier"British Gas"
B6.1263354Add Contract Form41Day Rate"16.5000"
B6.1273354Add Contract Form0SC Rate"24.00"
B6.1283354Add Contract Form62SC Units"pounds/quarter"
B6.1293354Add Contract Form3356Menu"Refresh"
B6.1313356Contract Form3032Menu"Consumption"
B6.1413032Contract Comsumption1986Menu"Close"
B6.1593356Contract Form3356Menu"Refresh"
ProcPageOutputRefFieldValue
B6.1613356Contract Form3356Menu"Close"
B6.1713256Service Form3356Menu"Close"
B6.1813106Client Form3356Menu"Close"
B6.1913001Broker Dashboard3001Menu"Broker"

Document Control:
1. Document Title: B1 Prepare Procedure.
3. Keywords: B1 Prepare Procedure.
4. Description: B1 Prepare Procedure.
5. Privacy: Public education service as a benefit to humanity.
6. Issued: 11 Jun 2018.
7. Edition: 1.3.