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bill_integration [2018/02/05 07:12]
118.69.176.151 created 		bill_integration [2020/09/25 09:53] (current)
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 ===== Overview ===== ===== Overview =====
  
-  * Bill Integration Process: a process allow users upload emission data by sending their billing ( electricity bill,..) to our mailbox. Billing must attach to the email and file attach must PDF format.+  * Bill Integration Process: a process allowing users to upload emission data by sending billing invoices to our mailbox. Bill must be attached to the email in PDF or CSV format.
   * Admin Users have the ability to set the settings for Bill Integration Process.   * Admin Users have the ability to set the settings for Bill Integration Process.
   * The process will not run until you save the configuration on this page at least one time.   * The process will not run until you save the configuration on this page at least one time.
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 ===== How To Configuration For Bill Integration ===== ===== How To Configuration For Bill Integration =====
  
-1. Click Admin > Global Settings > Manage Bill Integration+1. Click Admin > Setup > Manage Bill Integration
  
-2. The Bill Integration Page contains the following: +2. The Bill Integration Page contains the following(mandatory fields are required only): 
-  * "Auto Detect Information" Field+  * "Type*" Field 
 +  * "Organization Name*" Field 
 +  * "Description" Field
   * "Target Entity" Field   * "Target Entity" Field
   * "Target Emission Profile Source" Field   * "Target Emission Profile Source" Field
-  * "Include Solar Buyback" Field 
   * "Target Solar Emission Profile Source" Field   * "Target Solar Emission Profile Source" Field
 +  * "Mail Subject Identifier" Field
 +  * "Enable" Field
 +3. The description for each field:
 +  * Type: BID | KOGBILL - BID use for integrating BID energy, KOGBILL use for integrating Electricity Bill interact with KOGBILL service.
 +  * Enable: Enable/Disable
 +  * Organization Name: Name of Organization ( contained in the email subject of BID Energy)
 +  * Description: Description
 +  * Mail Subject Identifier: BID section - A text that can be contained in the email subject of BID Energy
 +  * Target Entity: KOGBILL section- Select an entity for emission data.
 +  * Target Emission Profile Source: KOGBILL group - Select an emission source for emission data. 
 +  * Target Solar Emission Profile Source: KOGBILL group - Select an emission source for solar emission data
  
-3. The description for each field: +4. Click "Save". 
-  * Auto Detect Information: when checked, the process will autodetect the target entity base on the address on the bill and entity or match NMI number on the bill with the business number of entities. Please make sure your entities was filled business number and address when checked. +
-  * Target Entity:  +
-  * Target Emission Profile Source:  +
-  * Include Solar Buyback: when checked, the process will upload data for Solar Emission Source that you choose next step. +
-  * Target Solar Emission Profile Source:+
  
-4. Click on the dropdown in the "Translation" field and you should see this new Translation appear. Select it. +5. Now you already enable the Bill integration process. This process will run daily at 5 a.m.
  
-5. Now you are ready to begin translating the values in CarbonView into your desired language. All text within CarbonView is organised into "Translation Groups". For example, if you select "Unit of Measure" from the "Translation Group" dropdown, the full list of all units of measure will display ready for you to input the translated value. Simply work through the relevant Translation Groups to add all translated values. +===== How To Run Bill Integration =====
  
-===== To Assign a Translation to a User =====+1. Sent email must include bill file as the attachment to [[energybill@simble.io |energybill@simble.io]]. 
  
-1. Now that you have created a new Translation, it needs to be assigned to the Users that requires it. +2. The user is allowed to sent multi-email or multi attachment. The bill file must be a PDF or CSV.
  
-2. Assigning Translations to Users is done in the Manage Users section.  +3. This process will autorun daily at 5 a.m.
- +
-3. Go to Admin > Users > Manage Users.  +
- +
-4. Click the "Edit" button next to the User you want to assign the Translation to.  +
- +
-5. In the "Update User" form, select the desired translation from the "Translation" field. Click "Save".  +
- +
-6. The User will now see CarbonView using this Translation.  +
- +
-===== To Create & Customise Flexible Fields ===== +
- +
-1. CarbonView has 15 Flexible Fields available to add to the Manage Data form for organisations to capture additional data as needed. For example, if an organisation captures the distance traveled by all fleet and they want to also capture the vehicle driver's name, they can customise/translate one of the Flexible Fields to become  "Driver Name".  +
- +
-2. Flexible Fields are available in the Translation Group "Manage Emission Data Page".  +
- +
-3. As all users are setup as default with the Translation "en_default", by updating the "en_default" Translation, all users should then see the new fields.  +
- +
-Therefore, to customise a flexible field, do as follows: +
-  * Set "Translation" to "en_default" +
-  * Set "Translation Group" to "Manage Emission Data Page" +
-  * Navigate to pages 35 & 36 of the Values Table. This should take you to the start of "F" values and you'll find a list of 15 flexible fields. For example, "Flex 1" to "Flex 15".  +
-  * Type your new field label into the "Translated Value" field next to the desired flex field.  +
-  * Important Note:  +
-    * Flex Fields 1-5 capture numerical data (i.e. 5,231.32). These should be used if you want to capture data to be summed / used in future calculations.  +
-    * Flex Fields 6-15 capture text data (i.e. Bob Smith). These should be used if you want to capture descriptive data that you may want to group/sort data by in future reports.  +
- +
-===== Using Flexible Fields ===== +
- +
-All flexible fields are available for entering data against in both: +
-  * The Manage Data Form +
-  * Manage Data Template +
- +
-==== Using Flexible Fields in the Manage Data Form ==== +
- +
-1. Select "Manage Emission Data" from the "Emission Data" menu +
- +
-2. Select the Entity & Emission Source you want to add data to. +
- +
-3. In the "Create Emission" form, you will see that the new Flex Field/s that you customised now appear at the bottom of the form. You can now add data and click "Save". +
- +
-Important Note: +
-  * Flex Fields will appear on all data forms. There may be emission sources that these flex fields are not applicable to, such as Driver Name not being applicable for reporting Electricity Use. All flexible fields are non-mandatory so where they are not applicable, just leave blank.  +
-  * Flex Fields will appear in the form using the translated value/label you assigned to it. If you are capturing numerical data, it is a good idea to include the Unit of Measure in the label so that users know what unit to report in. For example, "Distance Traveled (km)" +
- +
-==== Using Flexible Fields in the Data Template ==== +
- +
-1. In order to be able to upload data to the Flex Fields using a CSV spreadsheet (i.e. Data Template), an Admin User firstly needs to add these fields to the Data Template for the organisation.  +
- +
-2. To add these, go to Admin > Global Settings > Manage Data Template +
- +
-3. Search for "flex" in the Data Elements table to bring up the list of all Flex Fields.  +
- +
-4. Tick the "Include" box next to the flex fields you wish to include in the data template. Note that in this table, the translated values don't show so you will need to know which flex fields you used.  +
- +
-5. Once you've ticked on your flex fields, click on the "Customise Template" button to check that you're happy with the way the data template looks. If you need to re-order the columns, simply move each data element up/down to reposition.  +
- +
-6. Click "Generate CSV Template" button to download updated Data Template for use in uploading your data.  +
- +
-Note:  +
-  * In the CSV Template, the Flex field headings remain as Flex1, Flex2 etc. You can manually rename these and save the CSV template before distributing to your users.  +
-  * When uploading the CSV template in the Manage Upload Data section, always select "Custom Template" not "Standard Template" +
-  * Ensure that you only enter numerical data against Flex Fields 1-5 and Text data against Flex Fields 6 - 15  +
- +
-===== Customise Reports to include Flexible Field Data ===== +
- +
-The Standard Reports available in CarbonView do not include Flexible Fields.  +
- +
-Please feel free to discuss the customisation of reports with your CarbonView account manager so that reports can be updated to include flexible fields.  +
- +
-To raise this as a request with Acresta's Support Team, please use the Support portal at http://support.acresta.com/home+
  
 +4. Make sure you have already done the previous step (configuration for bill integration).
  
 +5. On the following day, go to Emission Data > Manage Emission Data and see the results.
bill_integration.1517814757.txt.gz · Last modified: 2020/09/25 09:53 (external edit)

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