Business processes for the Danish electricity market. (EDI guide - BRSs)

Transcription

1 Business processes for the Danish electricity market (EDI guide - BRSs) March 2012 Version DATE BOO MBN JHH NAME DATE CCO JSQ JHH NAME CCO LRO MEH REV. DESCRIPTION PREPARED CHECKED REVIEWED MEH APPROVED Energinet.dk DOC. NO.

2 TABLE OF CONTENTS TABLE OF CONTENTS Amendments Publication Introduction Introduction Documentation principle Basis of the specification Definitions Codes used Business processes BRS-001: Change of supplier BRS-002: End of supply BRS-003: Managing an incorrect change of supplier BRS-004: Establishment of metering point BRS-005: Request for master data BRS-006: Submission of master data BRS-007: Move-out - reported to grid company BRS-008: Move-in reported to grid company BRS-009: Move-in reported to electricity supplier BRS-010: Move-out reported to electricity supplier BRS-012: Change of settlement method BRS-013: Disconnection/reconnection of metering point BRS-020: Consumption statement for profile-settled metering point BRS-021: Submission of metered data for metering points BRS-022: Submission of proportional figures BRS-023: Submission of calculated time series BRS-024: Historic data request BRS-025: Request metered data Cross reference between BRS and RSM List of figures Doc /10, Case 10/ / 99

3 1. Amendments Actual version : 2.1 Dato Beskrivelse Rev. Forfatter March 2012 Section minor textual changes BRS-001 Section minor textual changes BRS-001 Section Textual changes BRS-001 Section Changes to schema BRS-002 Section Textual changes BRS-002 Section Changes to sequence diagram BRS-002 Section Textual changes BRS-003, Section minor textual change BRS-003, Section Textual changes BRS004, Section Textual changes BRS-005,Section Textual changes BRS-005 Section Changes to Schema BRS-006 Section Textual changes BRS-006 Section Deleted BRS-006 section Textual changes BRS-007 Section Textual changes BRS-008 Section Textual changes BRS-009 Section Textual changes BRS-010 Section Textual changes BRS-012 Section Textual changes BRS-012 Section Changes to sequence diagram BRS-012 Section Textual changes BRS-013 Section Changes to sequence diagram BRS-013 Section Textual changes BRS-020 Section Textual changes BRS-021 Section Changes to Use Case Diagram + text BRS-021 Section Textual changes BRS-022 Section Textual changes BRS-023 Section Changes to Use Case Diagram + textual changes BRS-023 Section Changes to Sequence Christian Odgaard Doc /10, Case 10/ / 99

4 Diagram BRS-023 Section Textual changes BRS-024 Section Textual changes BRS-024 Section Changes to Schema BRS-025 Section Textual changes BRS-025 Section Changes to Schema Doc /10, Case 10/ / 99

5 2. Publication The business processes for change of Danish supplier version 2r2 are changed following the implementation of the DataHub for: Business processes for the Danish electricity market, version 1.0. The version is valid from the date of implementation of the DataHub. This version comprises the following business processes: The version comprises the following business processes: Process Name Version BRS-001 Change of supplier 1.0 BRS-002 End of supply 1.0 BRS-003 Managing an incorrect change of supplier 1.0 BRS-004 Establishment of metering point 1.0 BRS-005 Request for master data 1.0 BRS-006 Submission of master data 1.0 BRS-007 Move-out reported to grid company 1.0 BRS-008 Move-in reported to grid company 1.0 BRS-009 Move-in reported to electricity supplier 1.0 BRS-010 Move-out reported to electricity supplier 1.0 BRS-012 Change of settlement method 1.0 BRS-013 Disconnection/reconnection of metering point 1.0 BRS-020 Consumption statement for profile-settled metering 1.0 point BRS-021 Submission of metered data for metering points 1.0 BRS-022 Submission of proportional figures 1.0 BRS-023 Submission of calculated time series 1.0 BRS-024 Historic data request 1.0 BRS-025 Request metered data 1.0 Doc /10, Case 10/ / 99

6 3. Introduction 3.1. Introduction This specification is to be used by all parties which following the implementation of the DataHub want to use EDI communication for exchanging messages with the DataHub. The specification is based on the north European standard as specified by ebix, but has been adapted to the Danish market model and an electricity market which includes a data hub Documentation principle This document must be read and understood in conjunction with the market regulations (initially the regulations). The document is being effective for all metering points for settlement, as defined in Regulation I. However, for production metering points particular conditions are being effective, as specified in the section: Particularly for production metering points in each of the BRS. The document is primarily aimed at parties in the Danish electricity market and their IT suppliers. It is important that the parties' IT systems be developed as efficiently as possible. It is equally important that the business processes and the message descriptions be as clear and precise as possible Basis of the specification This document is based on the regulations that have been prepared in connection with the DataHub tender material, primarily: - Regulation H1: Change of supplier, move-in/move-out etc. - Regulation H2: Settlement by load profile etc. - Regulation D1: Settlement metering - Regulation I: Master data - Regulation F: EDI communication in the electricity market 3.4. Definitions For definitions, reference is made to the regulations Codes used For a description of the codes and how to use them, reference is made to appendix report 1 EDI Transactions for the Danish Electricity Market (EDI Guide RSM). Doc /10, Case 10/ / 99

7 4. Business processes The chapter describes the business processes in the Danish electricity market. This is done in the form of so-called sequence diagrams with an associated description of the business procedures and rules. Use case diagrams Use cases are employed in the business processes. A use case contains one or several scenarios showing how the system is to interact with a user or another system to solve a specific task. In use case diagrams there are some drawing-technical issues that must be considered in order to get the best use of the diagram. A party (electricity supplier, grid company, etc.) is a person or a system that interacts with the DataHub. In the diagram below, the process change of supplier is therefore to be understood as a part of the DataHub. The initiating party is marked by a bold line in the diagram. Fremtidig elleverandører Use Case eksempel Hidtidig elleverandør Netvirksomhed Figure 1 - Use case diagram for process Sequence diagrams The sequence diagrams show an overview of the exchange of messages in a given business process, see Figure 2 below. One area of the diagrams, as shown to the left, represents an EDI transaction with associated EDI messages in the form of horizontal arrows between the parties and the DataHub. The area will be identified by the unique name for the EDI transaction, eg RSM-001: Start of supply A yellow beam indicates a manual procedure/activity. This can take place either between parties or internally with a given party. In this context, manual is to be understood as the communication taking place in other ways than via EDI, for example via letter, or telephone. Doc /10, Case 10/ / 99

8 Fremtidig:Elleverandør DataHub Kunden har indgået kontrakt med kommende elleverandør. Anmeld start af leverance Godkend start af leverance Afvis start af leverance Information om stamdata, målepunkt Annuller start af leverance Bekræft annullering af start af leverance Figure 2 Sequence diagram for process Doc /10, Case 10/ / 99

9 4.1. BRS-001: Change of supplier Overview Fremtidig elleverandører DataHub Leverandørskift Netvirksomhed Hidtidig elleverandør Figure 3 Use case diagram for change of supplier A change of supplier is a change of electricity supplier for the metering point concerned. It is always the electricity supplier that is to take over the metering point which must notify a change of supplier to the DataHub. The customer is not allowed to do it himself. A change of supplier takes effect for a metering point. A metering point is the smallest unit in the power system for which a change of supplier can be effected. The metering point may be a consumption site or a production site. In EDI communication, a metering point is defined by an 18-digit GSRN number. The concept 'meter ID' is often used in the ordinary communication between customer, electricity supplier and grid company. The meter ID is the 11 last digits of the metering point identification number. According to the definition of a change of supplier, the ordinary renewal of a contract with a current electricity supplier is not considered a change of supplier. Doc /10, Case 10/ / 99

10 Overview of exchanges Fremtidig:Elleverandør DataHub Netvirksomhed Hidtidig:Elleverandør Kunden har indgået kontrakt med kommende elleverandør. Anmeld start af leverance Godkend start af leverance Afvis start af leverance Information om stamdata, målepunkt Elleverandør sender brev til kunden, se tekst. Annuller start af leverance Bekræft annullering af start af leverance Afvis annullering af start af leverance Orientering om skift af elleverandør Orientering om skift af elleverandør Forbrug for skabelonafregnet målepunkt Forbrug for skabelonafregnet målepunkt Figure 4 Sequence diagram for change of supplier Start situation Contract made for change of supplier No change of supplier can be initiated until the customer and the new electricity supplier have been in contact with each other and made a contract for the supply of electricity to a metering point from a given date (effective date), see Regulation H1. Doc /10, Case 10/ / 99

11 Scenario for change of supplier After the contract has been made, the electricity supplier will as quickly as possible send to the DataHub an EDI start-of-supply message, stating the business process change of supplier. In reply to the electricity supplier's start-of-supply message, the DataHub sends an EDI message with a reply status (approved/rejected). If the DataHub sends a rejection, it must state the reason why. The following reasons can be stated: Metering point cannot be identified Electricity supplier not approved BRP not approved Requested effective date not within time limit. Move-in/move-out has been reported for the metering point before the effective date of the change of supplier. Metering point blocked for change of supplier because: o Change of supplier has already been reported at the effective date o Metering point has been registered as being inactive or cancelled as at the effective date o Metering point has been registered as being PO Production, defined in Regulation C1. If the change of supplier is approved, an EDI message containing relevant master data for the metering point is sent. The electricity supplier is responsible for checking that the change of supplier has been effected for the correct metering point and for the correct appointee, using the name of the appointee and second appointee, if any, and the metering point address. If the change of supplier is not correct, the electricity supplier cancels the change of supplier before expiry of the cancellation period. This is done by the electricity supplier sending the EDI message cancellation of supply via the business process cancellation. The new electricity supplier sends a written confirmation to the customer, indicating the date on which the supply is to start, see Regulation H1. If the electricity supplier subsequently and before expiry of the cancellation period cancels the change of supplier, the business process will be discontinued. If the metering point has been given the connection status pre-established, the process must be implemented in the same way as change of supplier for a connected metering point. However, no reading of the consumption at metering point is carried out. The supply of electricity does not start until the electricity supplier has received a master data message with the connection status connected and the date on which the supply is set to start. Notification of the Grid Company If the metering point is profile-settled, the DataHub sends an EDI message (notification on change of supplier) via the business process meter reading request to the grid company, stating effective date and metering point ID. Before sending the message, the DataHub checks whether a meter reading request has already been sent for the day, and it is also checked whether the electricity supplier is the existing electricity supplier on the date of change. If one of the above scenarios is the case, no message is sent to the grid company. Doc /10, Case 10/ / 99

12 If the metering point is read manually, the grid company informs the customer that a change of supplier has taken place and that a meter reading must be taken on the effective date. Note that the grid company is not informed of any subsequent cancellation and therefore will always take a meter reading and send it to the DataHub. Notification of end of supply As regards metering points in respect of which a confirmation of change of supplier has been sent, the DataHub sends an EDI message immediately after expiry of the cancellation period to the current electricity supplier informing the supplier of the change of electricity supplier via the business process change of electricity supplier. Note that the current electricity supplier must always accept the end of supply even if the customer is bound by a contract, see Regulation H1. Effective date As regards metering points in respect of which a confirmation of the change of supplier has been sent, the DataHub will activate the change as from the effective date. The new electricity supplier starts the supply on the new effective date. The current electricity supplier starts the supply on the new effective date. Sending of consumption statement As regards profile-settled metering points, the grid company will take a reading on the effective date in accordance with its rules. The grid company sends an EDI message with a consumption statement to the DataHub via the business process profile-settled consumption to be used in connection with the final settlement. Several meter reading requests on the same day could potentially come from different processes. In such case, the grid company need only make and send one meter reading. The DataHub sends consumption statements to the current electricity supplier via the business process profile-settled consumption. The current electricity supplier then sends the final settlement to the customer. Where profile settled metering points are concerned, the consumption statement will often result in a new value for the estimated annual consumption. If this is the case, the grid company sends updated master data via the business process, BRS-006: Submission of Master Data Cancellation of change of supplier If the electricity supplier upon receipt of the confirmation realises that the change of supplier is incorrect or does not want to contract with the customer after all, the change of supplier is cancelled. This is done by the electricity supplier sending the EDI message cancellation of supply via the business process cancellation to the DataHub. In reply to the electricity supplier's cancellation message, the DataHub sends an EDI message with a reply status (approved/rejected). When the message is approved, the process will be terminated. Doc /10, Case 10/ / 99

13 If the DataHub sends a rejection, it must state the reason why. The following reasons can be stated: Metering point cannot be identified Metering point must be the same as the metering point in the original message Electricity supplier not approved Requested effective date not within time limit. Transaction ID reference must be the same as the transaction ID reference in the original request from the supplier If the time limit for cancellation is exceeded and the prerequisites as in Regulation H1 is fulfilled, the process is implemented as described in the business process, BRS-003: Incorrect change of supplier Particularly for production metering points A change of supplier for a metering point, which has been registered in the DataHub as being connected to a supplier/balance responsible with purchase obligation, will be rejected. Change of Supplier from or to production metering points can only be initiated by Energinet.dk Time limits for change of supplier A change of supplier in accordance with this process must be implemented with a notice of minimum 10 working days and as quickly as possible after the contract has been made. Note that the ordinary rules for remote purchases, which stipulate a 14-day cooling off period, must be incorporated into the time limits. A change of supplier may be reported up to ten years ahead. If the current time limits for reporting a change of supplier are complied with, a change of supplier can be implemented on any day. The DataHub sends an approval/a rejection not later than one hour after a request for change of supplier has been received. Immediately after the transmission of the authentication the DataHub sends master data for the metering point. The new electricity supplier confirms the change of supplier to the customer not later than nine working days before the effective date (as soon as possible after receipt of approval of the change of supplier). The DataHub sends to the grid company information about changes of electricity supplier nine days before the effective date. A new electricity supplier can cancel a change of supplier up to four working days before the effective date. Not later than one hour after expiry of the cancellation period, the DataHub sends an end-of-supply message to the current electricity supplier. In pursuance of Regulation D1, the grid company sends the consumption statement to the DataHub not later than five weeks after the effective date. The DataHub forwards the statement of consumption for profile settled metering point, not later than one hour after receipt. Doc /10, Case 10/ / 99

14 Data content For an exhaustive list of data fields, reference is made to EDI transactions for the Danish electricity market. Below the most important data fields that form part of the individual data flows are listed. In this context 'important data' are the data which are significant in terms of handling the process for the business. Notify start of supply Change of electricity supplier Supply start date. Electricity Supplier ID BRP ID Approve start of supply Change of electricity supplier Reference to Notification of start of supply Status: Approved Reject start of supply Change of electricity supplier Reference to Notification of start of supply Status: Rejected Reason for rejection (As stated in section 4.1.4) Master data for metering point Change of electricity supplier Validity date (identical with the supply start date) Metering point address Settlement method for metering point (hourly/load-profile) Reading method for profile-settled metering point (remote-reading, hour, manual) Nominal reading date (up to 12 dates) Connection status (connected/disconnected/pre-established) Supply start date. Estimated annual consumption Name of appointee and second appointee, if any (possibly including date of birth) Appointee CVR BRP ID Electricity Supplier ID Cancel start of supply Cancellation Doc /10, Case 10/ / 99

15 Reference to Notification of start of supply Electricity supplier ID Confirm cancellation of start of supply Cancellation Reference to Cancel start of supply Status: Approved Reject cancellation of start of supply Cancellation Reference to Cancel start of supply Status: Rejected Reason for rejection (as stated in section 4.1.5) Notification on change of electricity supplier Change of electricity supplier (to electricity supplier) Request meter reading (to grid company) Date of change Consumption for profile-settled metering point Change of electricity supplier Amount consumed in period (from most recently sent meter reading time to effective date) Amount in kwh without decimals Amount status: Estimated value Metered value Identification of process and transactions The following table lists the unique names for the business process and the EDI transactions used. EDI transactions. BRS ID BRS name EDI transactions: RSM ID RSM name RSM ID RSM name BRS-001 Change of supplier RSM-001 Start of supply RSM-004 Notification on change of electricity supplier Doc /10, Case 10/ / 99

16 RSM ID RSM name RSM ID RSM name RSM ID RSM name RSM-011 Consumption for profile-settled metering point RSM-002 Cancel start of supply RSM-007 Master data for a metering point Doc /10, Case 10/ / 99

17 4.2. BRS-002: End of supply Overview Hidtidig elleverandør DataHub Leveranceophør Netvirksomhed Forsyningspligtig elleverandør Figure 5 Use case diagram for end of supply An electricity supplier continues to be responsible for a metering point until another electricity supplier takes over the metering point, the metering point is cancelled or the electricity supplier reports end of supply to the DataHub in accordance with the process outlined above, giving the required notice. The end-of-supply process is only relevant if the current contract with the customer ends and the current electricity supplier has not received an end-of-supply message within the fixed time limit. Doc /10, Case 10/ / 99

18 Overview of exchanges Hidtidig: Elleverandør DataHub Netvirksomhed Forsyningspligtig elleverandør Ellevandøren har orienteret kunden om et kommende ophør af leverancen til en given skæringsdato. Anmod om leveranceophør Bekræft leveranceophør Afvis leveranceophør Orientering om skift af elleverandør Orientering om skift af elleverandør Information om stamdata, målepunkt Forbrug for skabelonafregnet målepunkt Forbrug for skabelonafregnet målepunkt Figure 6 Sequence diagram for end of supply Start situation Contract expires The electricity supplier knows that the contract with the customer is expiring and has notified the customer accordingly in pursuance of the provisions of Regulation H1not later than 20 working days before the effective date End-of-supply scenario reported by electricity supplier Receiving and checking notification The electricity suppliers sends end-of-supply message for metering point from an effective date with the EDI message notification on change of electricity supplier via the business process end of supply. In reply to the electricity supplier s request, the DataHub sends a message with reply status (approved/rejected). If the DataHub sends a rejection, it must state the reason why. The following reasons can be stated: Metering point cannot be identified Electricity supplier not approved (if the electricity supplier is not the electricity supplier for the metering point) Requested effective date not within time limit. Move-in/move-out has been reported for the metering point before the effective date of the change The metering point must be registered as a consumption metering point Doc /10, Case 10/ / 99

19 Even if the message is approved, the electricity supplier must be aware of the fact that a notification on change of electricity supplier with end-of-supply message with an effective date that is earlier than the one reported by the electricity supplier may subsequently be sent if a change of supplier is implemented for the metering point. Notifying the grid company If the end of supply is approved, and the metering point is profile-settled, the DataHub sends the EDI message notification on change of electricity supplier to the grid company via the business process request for meter reading, stating the effective date. Before sending the message, the DataHub checks whether a meter reading request has already been sent for the day. If this is the case, the DataHub will not sent a new message. The grid company informs the customer that a change of supplier has taken place and that a meter reading must be taken on the effective date. Notifying a default electricity supplier If a change of supplier is not requested for the metering point by the effective date at the latest, the DataHub must send the EDI message notification of change of electricity supplier about start of supply indicating the date on which the supply is to start to the default electricity supplier and subsequently send a master data message for the metering point. The default electricity supplier cannot reject the transfer but may, if necessary, subsequently enter into an agreement with relevant parties regarding payment. Effective date The current electricity supplier stops the supply on the effective date. The default electricity supplier starts the supply on the effective date. Sending of consumption statement As regards profile-settled metering points, the grid company will take a reading on the effective date in accordance with its rules. The grid company sends an EDI message with a consumption statement to the DataHub via the business process profile-settled consumption to be used in connection with the final settlement. Several meter reading requests on the same day could come from different processes. In such case, the grid company need only make and send one meter reading. The DataHub sends consumption statements to the electricity supplier via the business process profile-settled consumption. The current electricity supplier then sends the final settlement to the customer Particularly for production metering points It is not an option to send end of supply for a production metering point via this business process. Any end of supply must be send to Energinet.dk according to the rules in Regulation C1. Doc /10, Case 10/ / 99

20 Time limits for end of supply The electricity supplier must send an EDI end-of-supply message to the DataHub nine working days before the effective date. The DataHub must approve/reject this not later than one hour after receipt of the request. The DataHub must send to the grid company a notification of change of electricity supplier nine working days before the effective date (ie immediately after the message approving the end of supply has been sent). The DataHub sends to the default electricity supplier an EDI take-over message three working days before the effective date. Immediately after the transmission of the EDI take-over message, the DataHub sends a master data message to the default electricity supplier. In pursuance of Regulation D1, the grid company sends the consumption statement to the DataHub not later than five weeks after the effective date. The DataHub forwards the consumption statement for a profile-settled metering point not later than one hour after receipt Data content For an exhaustive list of data fields, reference is made to EDI transactions for the Danish electricity market. Below the most important data fields that form part of the individual data flows are listed. In this context 'important data' are the data which are significant in terms of handling the process for the business. Request end of supply End of supply Supply end date Electricity Supplier ID Confirm end of supply End of supply Reference to Request end of supply Status: Approved Reject end of supply End of supply Reference to Request end of supply Status: Rejected Reason for rejection (as stated in section 4.2.4) Doc /10, Case 10/ / 99

21 Notification on change of electricity supplier Request meter reading (to grid company) Transfer to default electricity supplier Date of change Master data for metering point Transfer to default electricity supplier Validity date (the date from which changed master data apply, must be the same as the supply start date) Metering point address Settlement method for metering point (hourly/load-profile) Reading method for profile-settled metering point (remote-reading, hour, manual) Nominal reading date (up to 12 dates) Connection status (connected/disconnected/pre-established) Supply start date. Estimated annual consumption Name of appointee and second appointee, if any (possibly including date of birth) Appointee CVR BRP ID Electricity Supplier ID Consumption for profile-settled metering point Profile-settled consumption Amount consumed in period (from most recently sent meter reading time to effective date) Amount in kwh without decimals (consumption stated as positive value) Amount status: Estimated value Metered value Identification of process and transactions The following table lists the unique names for the business process and the EDI transactions used. EDI transactions. BRS ID BRS name EDI transactions: RSM ID RSM name RSM ID RSM name RSM ID RSM name RSM ID BRS-002 End of supply RSM-005 End of supply from electricity supplier RSM-007 Master data for metering point RSM-011 Consumption for profile-settled metering point RSM-004 Doc /10, Case 10/ / 99