Register SPID - Retailer Graham Hainsworth

Today’s agenda MOSL plan Introduction Outline of the process Confirming a registration Creating core retailer data Wrap-up

? 1.5 REC Welcome to the CMOS Portal Administration webinar Feedback Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Welcome to the CMOS Portal Administration webinar Feedback 1.5 REC ? Introduce Presenters - Session being Recorded - This sessions is being recorded and will be made available after the event via the MOSL web pages Phone lines will be muted - Telephone lines will be muted throughout the presentation to ensure a high quality recording Questions taken at the end We will open the telephone lines at the end of the presentation to take any questions If you wish to ask a question during the presentation please use the chat facility Duration of the session This session is scheduled for 1.5hrs however we don’t expect it to take the full allotted time… User Manuals Additional information can be found in the User Manuals, now available and covers everything you will learn today.

Overview of the process for registering a new supply point Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction In this section: Overview of the process for registering a new supply point

Registering a SPID Creating core data: T101.W; T137.M/W Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Creating core data: T101.W; T137.M/W Notify new SPID: T102.M Adding a discharge point: T121.W, T123.W, T128.W, T168.W Adding service components: T139.W, T140.W, T129.W, T133.W, T144.W, T145.W, T147.W, T149.W, T158.W, T159.W, T181.W Adding meter data: T104.W, T114.W, T136.W, T168.W Wholesaler transactions Retailer transactions Provide effective from date: T107.W Adding retailer data to SPID T146.R, T112.R, T160.R, T156.R, T132.R Registering a retailer: T103.R Notify tradable SPID: T135.M Reject registration: T103.M The process for creating a new Supply Point is a multi-stage process that requires data to be added by different Trading Parties. it uses several transactions to build the full set of data In several stages Most parts done by wholesaler and others by the retailer The SPID itself goes through a simple lifecycle from NEW to PARTIAL to TRADABLE Most but not all transactions are required. The process has loose dependencies, for example the transactions don't need to be executed strictly in the order shown in diagram. And they don’t need to be all executed at the same time. If you are a Retailer, then you may need to register that Supply Point in the name of your Organisation. There are other types of Retailer data that you may need to provide for new Supply Point (eg Billing Address, Meter Location, etc). The wholesaler adds the other types of data as shown of the left For a full definition of process refer to CSD 0101 Registering a SPID

Registering a SPID Creating core data: T101.W; T137.M/W Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Wholesaler transactions Retailer transactions Creating core data: T101.W; T137.M/W Notify new SPID: T102.M Registering a retailer: T103.R Adding a discharge point: T121.W, T123.W, T128.W, T168.W Reject registration: T103.M Adding service components: T139.W, T140.W, T129.W, T133.W, T144.W, T145.W, T147.W, T149.W, T158.W, T159.W, T181.W Adding retailer data to SPID T146.R, T112.R, T160.R, T156.R, T132.R Adding meter data: T104.W, T114.W, T136.W, T168.W This session will cover a few of the key parts of the retailer parts of the process Confirming a registration with a T103.R Setting Billing Address with a T156.R Submitting core Customer Data using a T132.R This is just a representative sample of the process Once the basic concepts are understood the remaining parts are very similar Provide effective from date: T107.W Notify tradable SPID: T135.M Registering a SPID

How to get to the starting point Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction In this session How to get to the starting point Confirming registration via a T103.R – Submit Partial Registration Application/Rejection Change of status of the supply point

Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Responding to a T102.M The first thing to note, as explained in the process overview, is that a retailer does not issue a T103.R (to register for a SPID) in an ad hoc way. This is done response to a T102.M. So the simple sequence of events is: The wholesaler creates the new SPID through a T101.W. In the T101.W the wholesaler will identify the retailer. On completion of this CMOS generates a T102.M, which will go to the retailer identified In response to the T102.M, the retailer will issue a T103.R to accept or reject that partial registration

To confirm a partial registration Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction To confirm a partial registration Navigate via the Open Transactions List: Select Market Information Select List Open Transaction To issue a T103.R, you need to navigate via the Open Transaction List Select Market Information Select List Open Transaction

This will open this screen Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction This will open this screen In this case there are five open transactions, eg for YRVLESTSBM - Submit Yearly Volume Estimate (T146.R) OCCSTSUPD - Update Occupancy Status (T112.R) RTLMLDTUPD - Update Retailer Meter Location Data (T160.R) BILLADRUPD - Update Billing Address (T156.R) CUSTDATSBM - Submit Core Customer Data (T132.R) Unfortunately there isn’t one for the T103.R . The screen shot was taken from the test system But there should be one for the T103.R.Click on this

Submitting a T103.R This will open this transaction screen. Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Submitting a T103.R This will open this transaction screen. Note: this is a wire frame version and not the actual screen Most of the data required for this transaction is pre-filled. The only value for you to add is the SPID status. And you can select this from the drop down list of values. You must select either PARTIAL, to accept the partial registrations, or REJECTED. Press save to submit this transactions.

Change of status for the supply point Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Change of status for the supply point At this stage: If you have selected PARTIAL, then the SPID status goes to PARTIAL If you choose REJECTED, a T103.M is issued to the wholesaler to inform them of the rejection and the process of creating a new SPID stops here. The wholesaler may start again or deregister the SPID.

Navigation to create core retailer data for a SPID Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction In this section: Navigation to create core retailer data for a SPID T156.R Update Billing Address T132.R Submit Core Customer Data Some basics on data entry Some basics on data validation

How to get there A couple of pre-requisites: Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction How to get there A couple of pre-requisites: You need to have a SPID created by a wholesaler, which identifies your organisation as the retailer You need to have accepted that registration with a T103 as just explained To get to the screens to enter this type of data, there are two main options: via a search market information, to visa the open transactions list.

Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction For the T132.R Firstly for the T132.R – to demonstrate navigation via the open transactions list. You will see that there is an entry for the “CUSTDATSBM” – which is the code for Submit Core Customer Data (T132.R). Click on that

Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction T132.R data entry screen This will open the data entry screen for the T132.R

Standard features Pre-filled To explain some standard features Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Standard features Pre-filled To explain some standard features Where possible the system will help you by pre-filling fields In some cases these are non-editable and other you can change the pre-filled value

Standard features Pre-filled Drop-downs Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Standard features Pre-filled Drop-downs Where there is a limited set of values that are allowed for a particular field then these can be selected from the drop-down list For example, Customer classification (sensitive customer or not) and SIC code type (ie which version of the SIC code) Drop downs are indicated by the inverted triangle icon at right hand side of field

Standard features Pre-filled Drop-downs Date entry Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Standard features Pre-filled Drop-downs Date entry Date entry is done via a calendar widget

Standard features Pre-filled Drop-downs Date entry Mandatory fields Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Standard features Pre-filled Drop-downs Date entry Mandatory fields In this example, screen level checks stop you from leaving mandatory fields blank. This is the case the submission must have a customer name

Save and cancel buttons Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Standard features Pre-filled Drop-downs Check boxes Mandatory fields Save and cancel buttons Cancel is used to abort the entry of data and submission of the transaction. Save is used to submit or send the transaction to CMOS.

Select Market Information menu Select Search Market Information Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction For a T156.R Select Market Information menu Select Search Market Information Search for required SPID Click on W (Water) for the required SPID which will take you to the Supply Points screen Open the Billing Address Data sub-group Click the T156.R button The other route for entering core customer data screen is via a market information search. In this case for the T156.R These are the steps to do that

A search for the relevant SPID will bring you this screen. Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction A search for the relevant SPID will bring you this screen. For the T132.R you select the “W”. This will take you to the Supply point screen – open the billing address data part of that

Click on the T156.R button Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Click on the T156.R button

Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction T156.R transaction screen This will open the T156.R data entry screen as shown. Data entry in this screen follows similar principles as for the T132 transaction we have just covered. So don’t mean to go over those aspects.

Validation on the T156.R transaction screen Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Validation on the T156.R transaction screen However, it is worth explaining how validation rules work. This screen has some dummy data added to demonstrate this feature

Validation on the T156.R transaction screen Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction Validation on the T156.R transaction screen After pressing the save button the validation rules are triggered on the data entered. Some of these may generate validation errors. In this case the two errors are reflecting the fact that at the time I generated this screen shot, the SPID hadn’t been registered by the retailer

Wrap-up Creating core retailer data Confirming a registration Outline of the process Introduction You have learnt: How to use CMOS to register a new supply point (from a retailer’s perspective) Some basic principles of CMOS use: searching market info; submitting transactions; data validation; and the open transaction list There is a parallel training session that covers this from a wholesalers perspective.

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