bill_integration
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bill_integration [2018/10/14 22:27] 210.9.29.138 [Overview] |
bill_integration [2020/09/25 09:53] (current) |
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| ===== Overview ===== | ===== Overview ===== | ||
| - | * Bill Integration Process: a process allowing users to upload emission data by sending billing | + | * Bill Integration Process: a process allowing users to upload emission data by sending billing |
| * 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. | ||
| Line 9: | Line 9: | ||
| ===== How To Configuration For Bill Integration ===== | ===== How To Configuration For Bill Integration ===== | ||
| - | 1. Click Admin > Global Settings | + | 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 |
| + | * " | ||
| + | * " | ||
| * " | * " | ||
| * " | * " | ||
| - | * " | ||
| * " | * " | ||
| - | + | * "Mail Subject Identifier" | |
| - | 3. The description for each field: | + | * " |
| - | * 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 | + | 3. The description for each field: |
| - | * Target Entity: Select an entity for emission data. | + | * Type: BID | KOGBILL - BID use for integrating BID energy, KOGBILL use for integrating Electricity Bill interact |
| - | * Target Emission Profile Source: Select an emission source for emission data. | + | * Enable: Enable/ |
| - | * Include Solar Buyback: when checked, the process will upload data for Solar Emission Source that you choose next step. | + | * Organization Name: Name of Organization ( contained in the email subject |
| - | * Target Solar Emission Profile Source: Select an emission source for solar emission data. Show when " | + | * Description: |
| - | * All selection is required field when it appears. | + | * Mail Subject Identifier: BID section - A text that can be contained in the email subject of BID Energy |
| + | * Target Entity: | ||
| + | * Target Emission Profile Source: | ||
| + | * Target Solar Emission Profile Source: | ||
| 4. Click " | 4. Click " | ||
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| ===== How To Run Bill Integration ===== | ===== How To Run Bill Integration ===== | ||
| - | 1. Sent email include bill file as the attachment to [[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. This process will autorun daily at 5 a.m. | + | |
| - | 4. Make sure you already done previous step (configuration for bill integration). | + | 2. The user is allowed to sent multi-email or multi attachment. The bill file must be a PDF or CSV. |
| - | 5. Wait until next day then go to Emission Data > Manage Emission Data and see the results. | + | 3. This 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.1539556042.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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