In this article, you are going to learn how to configure supplies and contracts in the EMS platform.
Contents of this article:
- Basic concepts about supplies and contracts in the platform
- How to create a supply?
- How to create a contract?
- Simulation contracts
Basic concepts about supplies and contracts in the platform
A supply in the platform represents physically the link between a building and the energy source that is being distributed there. It includes information like the point of delivery and the country in which the supply is distributed.
A contract specifies the details about the supply. Whereas a supply will not change every time your client changes retailer (there will still be the same energy source distributed to the same building), a contract will change (as the conditions of the supply will change as well). A contract includes information like the contracted power or reactive penalisation and relates Supplies and Prices.
A simulation contract is a tool that can be used to compare the energy costs that your client would have considering different retailers or different contractual options by the same retailer.
In the following sections, you will learn how to configure a supply, a contract and a simulation contract.
Learn more generic information about energy costs in the platform.
How to create a supply?
Requirements
- Having configured a Price. If needed, learn how to configure a price.
Configuration steps
First of all, click on Supplies -> New Supply.
- Fill the basic gaps of the supply (Country, CUPS and distinctive name). Also, write the Point of Delivery (POD) number for your supply. You can find this code in your bill. In case the POD is unknown, you could create one. However, take into account that the POD code must be unique throughout the entire platform.
- You can fill the other concepts, optionally. Click on "Save and add contracts".
Now, you have already created your supply. Now it's time to create your contract!
Create a Contract
Requirements
- You should have created a Supply before creating a contract. In case you haven't, please visit the previous section of this article.
Configuration steps
In Supplies and Prices section, once you have chosen the Supply for which you would like to create a contract, click on "New Contract" (under the corresponding Supply selected).
Now, fill all the information:
- Name: Write a distinctive name for the contract.
- Dates: Indicate the dates of your contract validity.
- Prices: Select the Price that represents this contract's tariff structure (the price should be created already).
- Currency: Select the currency of your contract. Check the available currencies.
- Custom name: Indicate the name of each of the periods you have defined, if different than the values by default.
- Contracted load (if applies): Indicate the contracted load per period.
- Reactive penalty (if applies): Indicate if the reactive penalty defined in the selected Price applies to each of the periods.
Now, click on save and that's all!
In order to visualise costs, now you should assign this supply to a location.
Create a simulation contract
The EMS platform offers a “Rate Simulation” feature, which is available with the professional license version. It allows you to simulate the cost of your contracts in order to compare and choose always the option that better suits your client.
Requirements
- You should have created a Supply before creating a contract. In case you haven't, please visit the second section of this article.
Configuration steps
To create a new rate simulation_
- Go to the “Supplies and prices" section inside the configuration menu.
- Edit the utility supply for which you would like to simulate a rate
- Click on the “Simulation contracts” tab
- Click on "New rate simulation".
- Name: Write a distinctive name for the contract.
- Dates: Indicate the dates of your contract validity.
- Prices: Select the Price that represents this contract's tariff structure.
- Currency: Select the currency of your contract. Check the available currencies.
- Custom name: Indicate the name of each of the periods you have defined, if different than the values by default.
- Contracted load (if applies): Indicate the contracted load per period.
- Reactive penalty (if applies): Indicate if the reactive penalty defined in the selected Price applies to each of the periods.
Learn how to visualise a simulated contract in the Cost Screen.