Configure billing inputs

Use the Configuration workspace to maintain the inputs behind Billing and performance comparisons. Complete one job at a time: tariff rates, meter direction, budgets, and billing templates affect different outcomes.

Before you begin

• Confirm that you are working in the correct plant and environment.
• Obtain the applicable tariff schedule, currency, and billing-cycle details from the plant’s commercial agreement.
• Keep a reviewed copy of any workbook before uploading it.
• Meter Tariff and Meter Adjustments require the appropriate business-administrator access. Other options also depend on your assigned permissions.

Configure meter tariffs

Open Management > Meter Tariff.

1. Find the plant. Use the status filter to distinguish configured and unconfigured plants.
2. Select the meters that participate in the calculation.
3. Choose the currency and enter the cleaning cost per MW if Cleaning Analytics uses it.
4. Configure Tariff 1 as the default rate.
5. Add Tariff 2 and then Tariff 3 only when the agreement requires additional rate bands.
6. Choose Preset windows when the meter’s rate counters already represent the required periods. Choose Custom schedule when you must define days and time ranges.
7. Review the schedule for gaps and overlaps, then save.

Tariff 2 and Tariff 3 custom windows cannot overlap. Tariff 3 is unavailable until Tariff 2 is configured. When changing several plants, use bulk editing only when they share the same reviewed commercial terms.

Correct meter direction

Open Management > Meter Adjustments.

1. Select the plant.
2. Find the affected meter.
3. Leave Swap import/export? set to NO for normal direction.
4. Set it to YES only when import and export are reversed.
5. Save the change.
6. Return to Billing and compare the next result with a trusted meter reading.

Do not use direction swapping to compensate for an unexplained data issue. Confirm the physical or mapping convention first.

Update performance budgets

Open Management > Budget Config.

1. Download the current workbook template.
2. Edit only the intended plant and period cells.
3. Enter expected production and expected irradiation as monthly values. Review these values, loss budgets, and annual PR independently; they have different meanings.
4. Upload the completed workbook.
5. Review the per-plant result and correct any failed rows.
6. Check the Insights waterfall for the intended comparison period.

Expected production is the budget yield used by performance comparisons. Potential Generation is the expected production after the planned loss allowances. The workbook includes surrounding years to support planning continuity. A successful upload means the configuration was accepted; it does not validate the business assumptions in the budget.

Maintain the billing workbook

Open Management > Billing when your process uses generated billing workbooks.

1. Select the plant.
2. Set and save the billing-cycle day.
3. Upload the approved Excel template, or download the saved template when you need to confirm the current layout.
4. Wait for confirmation that the template loaded.
5. If the workbook includes inverter-level comparison data, select the reference inverter.
6. Select the billing end date.
7. Request the generated workbook.
8. Review the generated workbook, including the reference-inverter sheet and daily summaries when present, before using it in a billing process. Daily sheets can include opening and closing cumulative registers; monthly sheets distinguish cumulative registers from consumption across the billing period.

Workbook generation combines configured parameters with available meter data. It does not replace commercial approval or accounting review.

Verification checklist

• The selected plant is correct.
• Participating meters match the commercial arrangement.
• Rate values, currency, and schedules match the approved source.
• Import/export direction has been checked against a trusted reading.
• Budget values use the correct unit and period.
• Generated workbooks have been reviewed before distribution.

Return to Review meter data to confirm the outcome.