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Webinar CMOS General Overview

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Presentation on theme: "Webinar CMOS General Overview"— Presentation transcript:

1 Webinar CMOS General Overview
Marjolein Dekkers To be discussed: Wat to tell here? Tell: For who: trading party administrator (wholesaler / retailer)

2 Today’s agenda MOSL plan Introduction Getting started Search and
View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: Steps Getting started: briefly in this webinar, in webinar ‘CMOS general overview’ this part will be demonstrated in more detail

3 ? 2 REC Welcome to the CMOS Portal Administration webinar Feedback
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Welcome to the CMOS Portal Administration webinar Feedback 2 REC ? Introduce Presenters - Marjolein Dekkers joins us from our NL team and will take you through this presentation 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 - User Manuals are now available and covers everytthing you will learn today.

4 Getting started as a new user Log in Password management:
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Getting started as a new user Log in Password management: Change Password Forgot user name? Forgot password? CMOS home page – menu, general functions and navigation Overview functions Log off Tell: steps (only numerate)

5 Getting started as a new user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Getting started as a new user Tell: After a new user is created, two s are sent to the user’s address which is registrated in CMOS

6 Log in Tell: You log in with the username and password from the emails
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Log in Tell: You log in with the username and password from the s Click log in

7 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Change password Tell: If you log in for the first time you have to change your password You also have to select a secret question and give an answer to this. This allows you to use the ‘forgot password’ self service function to ask for a new password After you have changed your password you have to log in again

8 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Log in again Tell: You log in with the username and password from the s Click log in

9 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up CMOS Home page Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

10 Password management Tell:
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management Forgot password? Tell: You log in with the username and password from the s Click log in

11 Password management – Forgot user name
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot user name

12 Password management – Forgot user name
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot user name

13 Password management – Forgot user name
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot user name Subject: CMOS Username Notification Dear Jeff Williams, We have received your username request. Your username is: GUI-DMWSL Thanks, CMOS Administration Team

14 Password management – Forgot password?
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot password? Dekkers

15 Password management – Forgot password?
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot password?

16 Password management – Forgot user name
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Password management – Forgot user name

17 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up CMOS Home page Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

18 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up CMOS Home page Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

19 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up CMOS Home page Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

20 Administration menu Tell:
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Administration menu Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

21 Market Information menu
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market Information menu Manage Notifications Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

22 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Settlement menu Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

23 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up CMOS Home page Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

24 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Log off Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

25 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Log off Tell: After pushing the Log off function you get the following screen

26 Search Market Information
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search Market Information Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

27 Search Market Information
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search Market Information Manage Notifications Tell: Menu bar has three main menu’s Administration, Market Information, Settlement Administration menu has to submenu’s Configuration management and Participant management

28 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

29 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

30 Postcode must start with a letter
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Postcode must start with a letter Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

31 Address must contain either 5 characters or a Street Number
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Address must contain either 5 characters or a Street Number Street Number is only allowed in combination with Postcode Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

32 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search Billing Address is only possible if Address information or Supply Point ID entered Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

33 Meter Manufacturer only allowed together with Meter Serial Number
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Meter Manufacturer only allowed together with Meter Serial Number Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

34 Constraints minimum length
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Constraints minimum length 2 5 5 6 6 6 6 3 6 Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

35 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

36 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

37 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

38 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

39 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

40 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

41 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

42 Push a button to go to: Premises, Water Supply point,
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Push a button to go to: Premises, Water Supply point, Sewerage Supply point, Meter or Discharge point Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

43 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up A Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

44 Search example - Billing Address
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search example - Billing Address Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

45 Search example - Non-Market meter
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search example - Non-Market meter

46 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

47 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

48 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

49 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

50 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

51 View Market Information
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up View Market Information Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details A

52 Available roles for Admin / User / Contract manager
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: In CMOS you don’t give rights specific to a user (a person), CMOS works with user roles and system functions linked to these. You can link one or more user roles to the user. E.g. if you have the role of contract manager a contract manager role can be linked to you, and to this role are all system functions linked which should be performed by a contract manager. Roles are devided into Portal, Market Info and Settlement – like the main menu’s / categorisation of functions Available roles are related to the organisation role of the user’s organisation Available roles for Admin / User / Contract manager

53 Available roles for Admin / User / Contract manager
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: In CMOS you don’t give rights specific to a user (a person), CMOS works with user roles and system functions linked to these. You can link one or more user roles to the user. E.g. if you have the role of contract manager a contract manager role can be linked to you, and to this role are all system functions linked which should be performed by a contract manager. Roles are devided into Portal, Market Info and Settlement – like the main menu’s / categorisation of functions Available roles are related to the organisation role of the user’s organisation Available roles for Admin / User / Contract manager

54 Available roles for Admin / User / Contract manager
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap-up Wrap Up Tell: In CMOS you don’t give rights specific to a user (a person), CMOS works with user roles and system functions linked to these. You can link one or more user roles to the user. E.g. if you have the role of contract manager a contract manager role can be linked to you, and to this role are all system functions linked which should be performed by a contract manager. Roles are devided into Portal, Market Info and Settlement – like the main menu’s / categorisation of functions Available roles are related to the organisation role of the user’s organisation Available roles for Admin / User / Contract manager

55 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

56 Logged in as Wholesaler
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Logged in as Wholesaler Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

57 Logged in as Wholesaler
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Logged in as Wholesaler Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

58 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Logged in as Retailer Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

59 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

60 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

61 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

62 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

63 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

64 Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

65 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

66 Premises subgroups Tell: With MOSL
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Premises subgroups History (Phase 2) Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

67 Supply Points subgroups and screen example
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Supply Points subgroups and screen example Tenant Relationships Supply Point History (Phase 2) Service Component History (Phase 2) Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

68 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

69 Supply Points - Service component screen example
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Supply Points - Service component screen example Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

70 User roles are provided for admin / contract manager / normal user
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

71 Discharge Points subgroups and screen example
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Discharge Points subgroups and screen example History (Phase 2) Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

72 Discharge Points - screen example
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Wrap-up Discharge Points - screen example Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

73 Meters subgroups and screen example
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Meters subgroups and screen example Meter Network History (Phase 2) Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

74 User roles are provided for admin / contract manager / normal user
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Logged in as Retailer Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

75 Logged in as Wholesaler
Introduction Getting started with CMOS Search and View Market Information View Business transactions Processing inbound transactions Logged in as Wholesaler Wrap-up Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

76 Search and View Market Information
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Search and View Market Information Menu option Search Market information Search by entering at least one search criterium Go to view screens via P, W, S, M or D button Navigate between view screens via the Tabs Display the information of a certain supply point, discharge point or meter by selecting it from the available list in the View screen Tell: With MOSL Default contact is most of the time not the contract manager, but more a technical support of the trading party, or admin ? User roles are provided for admin / contract manager / normal user With TP Admin Numerate Ad 4 – you can not make changes to your organisation, you can only view your organisation details

77 View Business Transactions What is a business process, example
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up View Business Transactions What is a business process, example What can you see with View Business Transactions Demonstration of View Business Transaction functionality

78 Business process and business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Business process and business transactions A business process is supported by a chain of related business transactions which must be exchanged in a certain order between one or more trading parties and the market operator using CMOS. These transactions can be exchanged via the B2B channel or using the CMOS portal. The market function is started by submitting the first transaction in the chain, the initiating transaction.

79 Market function/Business process Example: Update Occupancy Status
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Update Occupancy Status Retailer CMOS T112.R Update Occupancy Status Initiating transaction, starts process

80 Market function/Business process Example: Update Occupancy Status
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Update Occupancy Status Retailer CMOS T112.R Update Occupancy Status Initiating transaction, starts process Validation

81 Market function/Business process Example: Update Occupancy Status
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Update Occupancy Status Retailer CMOS T112.R Update Occupancy Status T109.M Accept (or Reject) Initiating transaction, starts process Validation The process is ended by a T109.M Reject or

82 Market function/Business process Example: Update Occupancy Status
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Update Occupancy Status Retailer CMOS T112.R Update Occupancy Status T109.M Accept (or Reject) T112.M Notify Occupancy Status Initiating transaction, starts process Validation The process continues by a T109.M Accept and is ended by a T112.M Notify transaction

83 Market function/Business process Example: Update Occupancy Status
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Update Occupancy Status Retailer CMOS T112.R Update Occupancy Status T109.M Accept (or Reject) T112.M Notify Occupancy Status View Business Transactions

84 What can you see with View Business Transactions?
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up What can you see with View Business Transactions? All inbound and outbound transactions belonging to a business process Every transaction can be submitted via the CMOS Portal or via HVI (B2B) Any business process has his own process dossier with all transactions steps in there

85 Navigating to View Business Transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Navigating to View Business Transactions A

86 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up GUI-BLE-R-USER001

87 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

88 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

89 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

90 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

91 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

92 Running Ready Finished Introduction Getting started Search and
View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Running Ready Finished

93 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

94 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

95 For inbound: Received, Expected, Waiting,
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up For inbound: Received, Expected, Waiting, Not in time

96 For outbound: Scheduled, Available, Dequeued
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up For outbound: Scheduled, Available, Dequeued

97 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

98 Wholesaler view on the same business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Wholesaler view on the same business process

99 Processing inbound transactions Business process example
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Processing inbound transactions Business process example Demonstration List Open Transaction function Demonstration Manage Notifications function

100 Market function/Business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Submit New Supply Point Request Wholesaler CMOS T101.W Request new SPID Initiating transaction, starts process

101 Market function/Business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Submit New Supply Point Request Wholesaler CMOS T101.W Request new SPID T109.M Accept (or Reject) T102.M Notify New SPID T137.M Request Confirmation of Any Services Expected: T137.W Notify Confirmation of Any Services Waiting: T103.R Submit Partial Registration Application/Rejection T103.M Notify Partial Registration Application/Rejection ..… etc. Initiating transaction, starts process

102 Market function/Business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Submit New Supply Point Request Wholesaler CMOS T101.W Request new SPID T109.M Accept (or Reject) T102.M Notify New SPID T137.M Request Confirmation of Any Services Expected: T137.W Notify Confirmation of Any Services Waiting: T103.R Submit Partial Registration Application/Rejection T103.M Notify Partial Registration Application/Rejection ..… etc. Initiating transaction, starts process Direct feed back as a success or error message on your screen Green or Red bullet in ‘View Business Transactions’

103 Market function/Business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Submit New Supply Point Request Wholesaler CMOS T101.W Request new SPID T109.M Accept (or Reject) T102.M Notify New SPID T137.M Request Confirmation of Any Services Expected: T137.W Notify Confirmation of Any Services Waiting: T103.R Submit Partial Registration Application/Rejection T103.M Notify Partial Registration Application/Rejection ..… etc. Initiating transaction, starts process Find your open transactions in ‘List Open Transactions’ and submit them from there

104 Market function/Business process
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Market function/Business process Example: Submit New Supply Point Request Wholesaler CMOS T101.W Request new SPID T109.M Accept (or Reject) T102.M Notify New SPID T137.M Request Confirmation of Any Services Expected: T137.W Notify Confirmation of Any Services Waiting: T103.R Submit Partial Registration Application/Rejection T103.M Notify Partial Registration Application/Rejection ..… etc. Initiating transaction, starts process Peek en Dequeue your inbound messages with ‘Manage Notifications’

105 Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up List Open Transactions – the Retailers open transactions after creation of SPID GUI-BLE-R-USER001

106 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

107 Submit Yearly Volume Estimate (T146.R)
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Submit Yearly Volume Estimate (T146.R) Update Occupancy Status (T112.R) Update Retailer Meter Location Data (T160.R) etc.

108 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

109 View Market Information View Business transactions
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up

110 Peek and dequeue your Txxx.M notifications
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications Peek and dequeue your Txxx.M notifications Impact on business process (e.g. Submit Supply point request) remains in status Ready, never gets status Finished

111 Peek and dequeue your Txxx.M notifications
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications Peek and dequeue your Txxx.M notifications Impact on business process (e.g. Submit Supply point request) remains in status Ready, never gets status Finished Functionality: You can only peek the oldest message After you peeked this message, you can dequeue it

112 Manage Notifications Introduction Getting started Search and
View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications Manage Notifications

113 Manage Notifications Introduction Getting started Search and
View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications

114 Manage Notifications T122_Update_Occupancy_ XML Introduction Getting
started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications T122_Update_Occupancy_ XML

115 Manage Notifications Introduction Getting started Search and
View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Manage Notifications

116 Triage Process All teams Resolution route Tell: - numerate
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Triage Process All teams Resolution route Tell: - numerate

117 Monday to Friday to Tell: - numerate Introduction Getting started
Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up Monday to Friday to Tell: - numerate

118 how to search and view market information
Introduction Getting started Search and View Market Information View Business transactions Processing inbound transactions Service Management Wrap Up You learned: how to log in, password management, navigation, available functions, log off how to search and view market information Working of the search Set up of the view screens Navigation to and between view screens How to start transactions (and where in principle) How to view business transactions as part of a business process in which you participate How to process inbound transactions: Via List Open transactions: search for and start follow-on transactions Via Manage Notifications: peek and dequeue Txxx.M notifications For details you can use the available Wholesaler or Retailer user manual

119 Thank you… REC ?


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