| | 5.2.04 B4 Enter Service Data Procedure | |
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| Broker Procedures: | | Broker state "B4" is active while service details are being added and changed for a client. Service data from the energy provider must be entered. |
| B4 Service Data: | | Service data needs to be entered and maintained, including each service address. The clone form will enable a service address to be quickly replicated where more than one meter is located at that service address. | | Service data is the MPAN and MPR with a few extra meter factors. MPAN decomposition into profile and distributor is automatic. |
| Executive KPI: | | The quality of service data is continually monitored and must an Executive Exception Report is triggered where service data is missing or not correct. The number of active services is measured and changes reported on a daily and monthly basis. |
| Ask Eliza: | | Eliza has a general purpose import service where marked-up CSV data is imported as a client, service, contract structure or provider, product, schedule structure. Commission may be appended to either hierarchy to maximise productivity. | | Eliza can import any List of data with columns in any order. A heading row is needed containing placeholders to identify each column. Where needed, more than one row may be used to make up one service and/or contract when rates are in different rows. Where one List is like another, the heading row can be copy and pasted from one List to another. | | For security reasons, the upload file format must be a CSV, it is not permitted to upload an XLS file. Because some fields may contain a comma as the thousands separator, it is recommended that the CSV has semi-colon separated fields without quotation marks and without apostrophies. Date format should be DD/MM/YYYY. Decimal format should be -1234.56 without a pound symbol and without a thousands separator. |
| Guide: | | Services are added for each client using the add service and change service forms. After the service and reading data has been added, then the readings may be used to deduce consumption and update the EAQ amount. |
| B4 Workflow Diagram: | | Proc | Page | Output | Ref | Field | Value |
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| B4.101 | 3106 | Client Form | 3252 | Menu | "Service" | | B4.111 | 3252 | Service List Form | 3254 | Menu | "Add" | | B4.121 | 3254 | Add Service Form | 13 | Service Type | "Electric" | | B4.122 | 3254 | Add Service Form | 37 | Postcode | "HA4 4AS" | | B4.123 | 3254 | Add Service Form | 42 | Street | "77 Upper West Road" | | B4.124 | 3254 | Add Service Form | 40 | Town | "Harrow" | | B4.125 | 3254 | Add Service Form | 23 | Contact | "Mrs Mark Smith" | | B4.129 | 3254 | Add Service Form | 3256 | Menu | "Refresh" | | Proc | Page | Output | Ref | Field | Value |
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| B4.131 | 3256 | Service Form | 26 | MPAN | "01.321.234.11.1234.5678.333" | | B4.132 | 3256 | Service Form | 29 | KVA | "35" | | B4.139 | 3256 | Service Form | 3256 | Menu | "Refresh" |
| Document Control: | | 1. Document Title: B4 Enter Service Data Procedure. | | 3. Keywords: B4 Enter Service Data Procedure. | | 4. Description: B4 Enter Service Data Procedure. | | 5. Privacy: Public education service as a benefit to humanity. | | 6. Issued: 11 Jun 2018. | | 7. Edition: 1.3. |
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