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Customer 360 Portal - Simplify Service Quantity Configurations

Katherine ZhangFeb 26 2025 — edited Mar 30 2025

Master Configuration - Billing and Usage Configuration / Usage - Year View / Service Quantities and Color Configuration section defines rate schedules, UOM/TOU/SQI SQs and colors for customer's usage diagrams.

#1: We have close to 100 active rates (much more if include inactive rates) and less than 20 usage calculation groups. We have to configure 100 rates, SQs and colors, majority of them are repeated information. Because of large amount of data, page starts to freeze when opening the Edit page for adding. Also there is no duplicate functionality for quick add.

Typically a group of rates are mapped to one usage calculation group which generates UOM/TOU/SQI SQs. Instead of rate schedule based, can it be usage calculation group based? This can reduce configurations efforts and avoid page performance impact.

#2: Can color definition be a default template used for all SQs cross for all rates? Instead of defining Blue 50 for KWH for 100 times?

#3: Cost and Usage - Table View / Service Quantities to Display section is also rate based and not usage calculation group based. We will need to configure 100 rates again with UOM/TOU/SQI SQs, which are already provided under the Usage - Year View / Service Quantities and Color Configuration section. Can the configurations under Usage - Year View also used for the table SQ display instead ?

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Added on Feb 26 2025
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