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bill_integration [2018/02/05 07:40]
118.69.176.151
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
  
-3The description for each field: +4Click "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: Select an entity for emission data. +
-  * Target Emission Profile Source: Select an emission source for emission data.  +
-  * Include Solar Buyback: when checked, the process will upload data for Solar Emission Source that you choose next step. +
-  * Target Solar Emission Profile Source: Select an emission source for solar emission data. Show when "Include Solar Buybackis checked. +
-  * All selection is required field when it appears.+
  
-4. Click on save button.  +5. Now you already enable the Bill integration process. This process will run daily at 5 a.m.
- +
-5. Now you are ready to use the Bill integration process. This process will run daily at 5 a.m.+
  
 ===== How To Run Bill Integration ===== ===== How To Run Bill Integration =====
  
-1. Sent email include bill file as the attachment to [[mailto:kogbill@simble.io |kogbill@simble.io]].  +1. Sent email must include bill file as the attachment to [[energybill@simble.io |energybill@simble.io]]. 
- +
-2. The user allows to sent multi-email or multi attachment. Bill file must be PDF format. +
- +
-3. Go to Admin > Users > Manage Users.  +
- +
-4. Click the "Edit" button next to the User you want to assign the Translation to+
  
-5In the "Update User" form, select the desired translation from the "Translation" fieldClick "Save"+2The user is allowed to sent multi-email or multi attachmentThe bill file must be a PDF or CSV.
  
-6The User will now see CarbonView using this Translation+3This process will autorun daily at 5 a.m.
  
 +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.1517816437.txt.gz · Last modified: 2020/09/25 09:53 (external edit)