Set up Net Energy Metering (NEM) for utility customers.

Net Energy Metering (NEM) is for utility customers who generate some or all of their own electricity to receive an energy credit for the energy that is not used when it is generated. For example, alternative energy sources such as wind and solar. Setting up net metering in Connect allows you to apply an energy credit to a utility customer's outstanding balance.

 

Webinar: Setting up and using net metering

 

Storing net energy credit

Net metering is a meter that can run backwards to record power generated by an alternate energy source. When a property uses an alternate energy source to generate power and the property can't use all of the generated power, the property can add the power to the utility grid.  

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the section titled Net Metering.

 

 

3. Click to select the Store Credit Usage checkbox.

4. Set up the checkbox titled Apply Credit Usage When Creating Billings.

To apply the net energy metering credit to the customer's utility balance, click to select the checkbox. To accrue the net energy metering credit without applying it, clear the checkmark from the checkbox.

5. Click Save (CTRL+S).

Net metering is set up and saved. All of the credit usage options and features in Utility Management are available to use.

 

Applying credit usage when creating billings

When you import meter readings, enter meter readings manually, calculate metered amounts and usage, or any routine that will calculate a billed amount, you can choose to apply the net metering credit to the customer's utility balance.  

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the section titled Net Metering.

3. Select the checkbox titled Apply Credit Usage When Creating Billings.  

4. Click Save (CTRL+S).

Utility Management will apply the net energy credit to the customer's utility balance when you run a routine that calculates an amount.

 

Viewing net energy credit usage

Look up net energy credit usage and applied credit usage.

Do this...

1. Open Connect Utility Management > Customer Inquiry.

2. Click to select the Meters tab.

3. Click to select the Credit Usage subtab.

 

 

 

Setting up a meter to record net energy reading

Use these instructions to set up a register on a meter that records normal utility usage AND net energy.

Do this...

1. Open Connect Utility Management > Meters > Modify Existing Meters.

2. Look up a meter.

3. Find the section titled Registers.

4. Find the register 1-6 that will record the net energy reading.

 

 

5. Use the Type menu to select Net Reading.

6. Click Save (CTRL+S).

The selected register will record usage for net energy reading.

 

Adding a multiplier to a dedicated net energy meter

Use this option to set up a meter dedicated to recording a net energy reading. You can use a negative number as the net energy multiplier so the net energy meter shows a negative usage. The usage will record what the customer actually uses while Connect records the energy they return to the grid as production.

Do this...

1. Open Connect Utility Management > Meters > Modify Existing Meters.

2. Look up a meter.

3. Use the Multiplier field to enter a net energy multiplier.

 

 

4. Click Save (CTRL+S).

The meter will record net energy.

 

Applying credit usage

Apply credit usage from a net energy meter to a customer's utility balance. You can run this routine once a month or once a year depending on the requirements of your organization. Usually, net energy credit is applied or forfeited each year. You do not need to apply the usage at the same rate the usage was billed. In some instances, the retail billing rate is different from the rate you pay them for that usage.

Do this...

1. Open Connect Utility Management > Meters > Apply/Forfeit Credit Usage.

2. Select Apply Usage as the Action.

3. Enter the Action Date.

This is the date the credit usage is applied.

4. Set up the Apply Options.

 

 

Description

This is the transaction description. Example: Applied Credit Usage

Adjustment account override

Use this field to use a GL account instead of using the GL account on the net metering service (Organization > Services).  

Receivable account override

Use this field to use a GL account instead of using the GL account on the net metering service (Organization > Services).  

  

5. Set up the Rate Levels.

Use this section to enter the billing rate to calculate the amount to apply to a utility balance.

 

 

6. Select the customers.

Use the Customer.Customer number value in the Selection Criteria to enter the customer number range.

 

7. Click GO (CTRL+G).

The net energy credit is applied. To view the applied net energy transactions, use the Credit Usage subtab on the Meters tab in Customer Inquiry.

 

 

Forfeiting credit usage

Forfeit credit usage from a net energy meter.

Do this...

1. Open Connect Utility Management > Meters > Apply/Forfeit Credit Usage.

2. Select Forfeit Usage as the Action.

3. Enter the Action Date.

This is the date the credit usage is forfeited.

4. Select the customers.

Use the Customer.Customer number value in the Selection Criteria to enter the customer number range.

 

5. Click GO (CTRL+G).

The net energy credit is forfeited. To view the forfeit net energy transactions, use the Credit Usage subtab on the Meters tab in Customer Inquiry.

 

Printing a Credit Usage Report

Print this report to view applied usage, credit usage, and forfeit usage.

Do this...

1. Open Connect Utility Management > Reports > Credit Usage Register.

2. Set up the Report Dates.

3. Select the Transaction Types.

Apply usage

This is net energy usage that is applied to a utility balance.

Credit usage

This is the net energy balance on the customer's account.

Forfeit usage

This is the net energy credit that is forfeited.

 

4. Click Print (CTRL+P).

The report prints.

 

 

Created on 17Aug2017

 

 

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