| | 5.2.06 B6 Enter Contract Data Procedure | |
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| Broker Procedures: | | Broker state "B6" is assigned to entering and maintaining current contract data. For a new client, the current contract may be with a different broker, but the same EAQ needs to be derived. |
| B6 Contract Data: | | Current contract data needs to be entered and maintained for each service. Some contract information is automatically replicated from the client record as default values that may be changed. | | The primary purpose of current contract data is to create the energy provider RR document with MPAN/MPR and EAQ. Where the contract was signed by other parties, then commission data is not replicated from the client record and no receivable schedule is created. EAQ is calculated by looking at the latest set of readings that span about one year, calculating a per-diem consumption and then multiplying that up to the EAQ. | | Only when this task is complete and correct can the broker state move on to create the rate request. Management are provided with KPI showing how long it takes for a clients broker state to evolve from B2 to B6 complete. |
| Commission: | | A current contract with a different broker will not be billed and will not earn commission - the commission field values are shown as zero. While a sales and broker name are assigned to the current contract, this is only to manage the client until a new business current contract is started with commission. |
| Life Cycle: | | 1. Proposed is the initial state of any contract when it is entered. Where the contract is a current contract with another broker, then it may be changed from propsed to current. When a rate request is returned fro an energy provider with new rates, that CSV file is uploaded to create a new proposed contract. A proposed contract must have its start date in the future. | | 2. Approved is the state of any contract when it has been approved by a client but has not yet become current. An approved contract must have its start date in the future. | | 3. Current is the state of any contract when it has been approved by its client and is live. A current contract must have its start date as historical and its end date as in the future. | | 4. History is the state of any contract when it has expired. A historical contract must have its start date and end date in the past. | | 5. Declined is the state of any contract when it has not been approved by the client. A declined contract has an unused start date and end date. |
| Executive KPI: | | Current contract data is continually monitored and measured on a daily and monthly basis. Current contract data must be complete and correct - any data integrity issue is reported as an exception. | | The whole point of the current contract data is to create a rate request (RR) spread sheet. EAQ and contract end dates are critical. |
| Guide: | | A proposed contract may be manually entered when a new service has been added - the contract may be changed to current. A proposed contract may be automatically entered by uploading a CSV List with new rates from an energy provider - the style of the CSV proposal file is variable but finite. | | Consumption for a proposed contract may be automatically calculated from readings using the "consumption" button. The unit calculation also includes an EAQ summary value based on the last years readings. | | When a set of proposed contracts exist for each service, then the "quotation" button can be pressed to automatically create the client quotation document and email. The client is invited to approve for each service, one of the proposed contracts fron an energy provider. |
| B6 Workflow Diagram: | | Proc | Page | Output | Ref | Field | Value |
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| B6.101 | 3256 | Service Form | 3352 | Menu | "Contract" | | B6.111 | 3353 | Contract List Form | 3354 | Menu | "Add" | | B6.121 | 3354 | Add Contract Form | 28 | Start | "12 Dec 2013" | | B6.122 | 3354 | Add Contract Form | 29 | End | "11 Dec 2014" | | B6.123 | 3354 | Add Contract Form | 24 | Life Cycle | "Existing" | | B6.124 | 3354 | Add Contract Form | 25 | Contract Step | "3rd Party" | | B6.125 | 3354 | Add Contract Form | 26 | Supplier | "British Gas" | | B6.126 | 3354 | Add Contract Form | 41 | Day Rate | "16.5000" | | B6.127 | 3354 | Add Contract Form | 0 | SC Rate | "24.00" | | B6.128 | 3354 | Add Contract Form | 62 | SC Units | "pounds/quarter" | | B6.129 | 3354 | Add Contract Form | 3356 | Menu | "Refresh" | | B6.131 | 3356 | Contract Form | 3032 | Menu | "Consumption" | | B6.141 | 3032 | Contract Comsumption | 1986 | Menu | "Close" | | B6.159 | 3356 | Contract Form | 3356 | Menu | "Refresh" | | Proc | Page | Output | Ref | Field | Value |
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| B6.161 | 3356 | Contract Form | 3356 | Menu | "Close" | | B6.171 | 3256 | Service Form | 3356 | Menu | "Close" | | B6.181 | 3106 | Client Form | 3356 | Menu | "Close" | | B6.191 | 3001 | Broker Dashboard | 3001 | Menu | "Broker" |
| Brokerage: | | Client percent of saving contracts need the following data:- | | . EA Day Units (or gas or total kWh)). | | . EA Night Units. | | . Old Day Rate (pence per unit). | | . New Day Rate. | | . Old Night Rate. | | . New Night Rate. | | . Old SC Rate. | | . New SC Rate. | | . Old SC Units (pence per day or pounds per quarter). | | . New SC Units. | | . Old CCL Amount (query). | | . New CCL Amount. | | . Percent of Saving. | | . Frequency: Annual or Once per contract. | | . Start Date. | | . End Date. | | This data is used to calculate:- | | . Days duration based on start and end dates. | | . Saving by frequency. | | . Commission by frequency. |
| Document Control: | | 1. Document Title: B6 Enter Contract Data Procedure. | | 3. Keywords: B6 Enter Contract Data Procedure. | | 4. Description: B6 Enter Contract 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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