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EnergyCAP Quick Tip - How Billing Periods are Assigned in EnergyCAP
Posted by Becky Brickell on 12 June 2017 09:41 AM

EnergyCAP assigns a Billing Period month automatically so you don’t have to. The assignment is based on a set of logical rules. EnergyCAP uses these rules to determine the billing period month of each bill, regardless of whether it is manually keyed OR imported. Assigning the proper billing period is important since many charts, graphs, and reports in EnergyCAP are based on billing period.

The 'default' rule is that EnergyCAP splits the difference between the Start Date and End Date of the bill to determine billing period; the middle of the bill normally determines the proper billing period month. If the split results in two equal halves with no “center” date, EnergyCAP rounds down to determine the midpoint date of the bill.

EXAMPLE: The billing period begins February 10 and is 30 days long. The midpoint is February 24. The bill is a February bill.

If the number of days in the billing period is greater than 45, then the 'default' logic is still used.

However, IF the billing period is LESS than 45 days, then a second logical step is applied:

  1. IF the default rule results in a billing period month being skipped, and
  2. IF the 'middle-of-the-bill' date is equal to or less than the 5th of the default month, and
  3. IF the bill Start Date is earlier than Day 1 of the 'default' month,
  4. THEN: The billing period month will be moved back one month.

EXAMPLE: The billing period begins February 15 and is 30 days long. No February bill has been identified for this meter this year. The midpoint is March 1 (if it is not a leap year). The bill is a February bill (see logical steps).

Similarly, when there ALREADY exists a bill for THIS month AND the 'middle-of-the-bill' date is equal to or greater than the 26th of THIS month, AND the billing period End Date is greater than Day 1 of the NEXT month, then the billing period will be moved forward a month.

EXAMPLE: The billing period begins February 13 and is 30 days long. The midpoint is February 27. A February bill has already been identified for this meter this year. The bill is a March bill.

NOTE: EnergyCAP only “knows” if a historical billing period is skipped (or present) if the historical bills are added in chronological sequence. This is an EnergyCAP best practice, whether you are keying your bills manually or setting up your import spreadsheet. Make sure the older data is processed first.

If all these rules don’t work for you, EnergyCAP has created alternatives for clients who import their billing data. Beginning with release 3.5.1, the Billing Period column in the import sheet can be used to specify one of four rules for assigning the Billing Period: 

INPUT

RESULT

!AUTO!

Existing logic for billing period assignment will be used to determine billing period (as described above)

!START!

Start Date of the bill will be used to determine billing period

!MIDDLE!

Midpoint of the bill will be used to determine billing period (rounding down if necessary)

!END!

End Date of the bill will be used to determine billing period

For more information on EnergyCAP's billing period logic, see the EnergyCAP Online Documentation.


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