PHI Customer System Upgrade FAQs
Topic
Question
Reponse
Cutover
Can PHI provide samples of the 814 Change transactions we will receive during cutover?
Can PHI provide sample of an 867HI transaction
Can PHI provide a sample of NEM NJ update of old vs new
Will PHI provide a sync list by 1/6/2015?
PHI will place samples of the 814 Change transactions on website.
12/2/2014
PHI will place sample of an 867 Historical Interval (867HI) transactions on website.
PHI is not sure what is being requested
12/2/2014
Cutover
Cutover
Cutover
Date Added or Updated
12/2/2014
Suppliers should send a request to appropriate supplier support email. PHI is confirming when the list can be made available and cannot commit to a 1/6/2015 date.
Updated 12/23/2014
Updated 12/23/2014
Cutover
Can PHI provide a list of Pepco accounts that are likely to be split upon system upgrade, due to metered / unmetered?
PHI sent preliminary list to suppliers on 12/1/2014. This list will only include existing account numbers. The final list will be provided during cutover, approximately 1/1/2015. The format will be available COB 12/23/2014 and can be obtained by contacting Supplier Support
Cutover
How will we receive the new account number for accounts we are currently serving?
PHI will provide an 814C transaction to suppliers during cutover. It will include new account number in REF*12 segment and legacy account number in REF*45 segment.
Cutover
When will we receive the 814 Change It is expected to be sent around 1/1/2015, pending request for changing account number? conversion activities.
Updated 12/23/2014
Cutover
What happens if an enrollment is sent after 12/24 4 pm and before legacy system is closed?
Can PHI provide a lookup feature on the website where suppliers can enter old account number and find new account number?
Are all billing cycles being changed or just cycle 23?
12/23/2014
Cutover
Cutover
Cutover
Cutover
Cutover
Cutover
Cutover
Cutover
They will be processed as part of our cutover activities. There are no issues was a result of that using the legacy ISA/GS information.
PHI is not currently planning to offer this feature due to customer security; however, PHI will continue to accept 814 Enrollment and historical usage transactions with the legacy account number.
You will only receive an 814 Change transaction for the customers who are read on a calendar month basis (cycle 23).
Are load profiles actually changing, or Load profile codes will not be changing. PHI will send the just the naming convention?
actual load profile value on EDI transactions for ACE and Delmarva instead of the profile id/voltage code currently being sent.
Are Pepco Load Profiles changing?
Load profile codes for Pepco are not changing.
Will the blackout period happen before Yes. After PHI sends the last transactions on 12/27/2014, the account number changes are sent, we will shut down GISB until 2 pm on 1/4/2015. It will only but after 12/27 (last day PHI sends us be opened intermittently around 1/1/2015 to send 814 transactions)? Change transactions and allow time for sending the 997s (approx 24 hours).
When will the ISA/GS change be effective?
What common code should supplier send bacK?
Will PHI make accommodations for the missed bill window right after cutover?
FAQs‐20141223.xlsx.Sheet1
12/2/2014
12/2/2014
12/2/2014
12/2/2014
12/2/2014
Updated 12/23/2014
That change will be effective 12/28/2014.
12/23/2014
Common code should be the same as today ‐ only ISA/GS are changing.
PHI will evaluate 810s sent in the first few days after cutover and if there were for a bill window that was still open, will post the 810. If they were in response to usage sent on or after 12/23/14 from legacy, we will post the 810. If they were in response to any other usage transactions, we will reject with rejection reason of OBW.
12/23/2014
12/23/2014
1
PHI Customer System Upgrade FAQs
Topic
Question
814 Enrollment
Can suppliers continue to send the Yes, suppliers can continue to use the legacy account legacy account number in the REF*12? number for enrollment requests and historical usage requests. PHI will respond with the new account number in REF*12 and the legacy account number in REF*45 in the 814 response file. There is not time limit for how long suppliers can enroll with a legacy account number
12/2/2014
814 Enrollment
How will PHI inform a supplier if an account has interval data?
Can PHI provide a sample enrollment for a metered/unmetered account?
The enrollment response will indicate if an account is interval billed in the REF*MT segment
There is nothing different with this type of account. The supplier will need to send two enrollments. If a legacy account number is sent, Supplier Relations will contact the supplier and provide the new account numbers.
12/2/2014
What transactions will include the REF*45 after go live?
What is expected response time when supplier requests 867 historical interval data (867HI)
How much data will PHI provide?
Only the 814 response will include the REF*45
814 Enrollment
814 Enrollment
867 Historical Usage
867 Historical Usage
867 Historical Usage
What data will be provided if an account does not have interval data?
867 Historical Usage
Will we be able to receive Historical Interval Details on Pre‐Enrollment Historical Usage Requests? 867 MU / IU
Can a supplier receive both an 867IU and 867MU?
How do I notify PHI whether I want to receive an 867IU or 867MU
Will 867IU be provided for MV90 accounts?
867 MU / IU
867 MU / IU
Cancel / Rebills legacy period
810 transaction
810 transaction
810 transaction
810 transaction
810 transaction
810 transaction
Reponse
12/2/2014
12/23/2014
PHI expects the 867HI will be sent the day after receipt of the 814 request.
12/2/2014
PHI will provide interval data for up to 12 months, if the data is available.
PHI will provide the summary level 867HU transaction.
12/2/2014
Yes, a supplier can request an 867 HI transaction prior to enrollment. Supplier must have customer permission to request historical usage.
12/2/2014
No, for each account, a supplier can only receive either an 867IU OR an 867MU.
A REF17 change request should be sent with REF17 = SUMMARY for 867MU and REF17 = DETAIL for 867IU.
For Pepco MV90 accounts, PHI will provide a list to each supplier on approximately 12/26/2014 and suppliers should respond by 1/2/2015 with which transaction they wish to receive.
Is there anything suppliers need to do This process should be transparent to suppliers. If the special for legacy period cancel/rebills? account was not converted to our new system, i.e. customer final billed prior to cutover and did not have an outstanding balance, the cancel/rebill will be performed under the legacy account number. All other accounts will be sent using the new account number in REF*12.
What adjustment codes will PHI accept? PHI will accept the SAC04 values listed in the Implementation Guide.
Is SAC04 code still required?
SAC04 is not required. If it is not sent, PHI will assume GTC004.
How many characters are allowed in PHI will print 47 characters from the SAC15
the SAC15?
Will all companies accept cancel 810s? All companies will accept a BIG08 = 17/18 combination. Only non‐POR jurisdictions, i.e. Delaware, accept a BIG08=01.
What jurisdictions will require a Only the non‐POR jurisdictions, i.e. Delaware, will require supplier to cancel their charges?
supplier to cancel their charges with BIG08=01. All other jurisdictions will auto cancel supplier charges if usage is canceled.
Yes, all companies will accept a transaction with TDS less Will all companies accept a negative 810?
than $0.00
FAQs‐20141223.xlsx.Sheet1
Date Added or Updated
12/2/2014
12/2/2014
12/2/2014
12/2/2014
12/23/2014
12/2/2014
12/2/2014
12/2/2014
12/2/2014
12/23/2014
12/2/2014
2
PHI Customer System Upgrade FAQs
Topic
Question
810 transaction
Your presentation states that you will PHI will support 4 PID segments and up to 25 SAC segments allow up to 25 SAC loops. However, per change control. Yes it has been tested.
my understanding is that you currently only print 4 PID segments and 5 SAC segments. Can you verify that you are now saying that you will print up to 25 charges on the bill? Have you tested that many charges?
12/2/2014
810 transaction
Is the cancel '01' allowed for any company?
Will the 824 OBW be sent with an action code of 82? Are you limiting the number of Adjustment Reason Codes that may be sent on an 810 Bill Ready transaction?
12/2/2014
810 transaction
810 transaction
810 transaction
820 transaction
Reponse
After implementation, the 810 cancel '01' code will only be valid in non‐POR jurisdictions, i.e. Delaware.
yes, PHI uses the 82 code will all 810 rejections.
No, PHI will accept those defined as valid in the Implementation Guide.
Please clarify use of NTE/PID segments PID is only accepted in NJ, NTE is accepted in all other jurisdictions.
When will 820s be sent?
The process is not changing. Payments are generally due five days after due date in states with POR. In non‐POR states, payment is based on receipt of customer payment.
12/2/2014
12/23/2014
12/23/2014
12/2/2014
Wesbite
Will interval data still be available on the website?
General
Post conversion, what transactions will PHI will send the REF*45 on the 814 Change transaction send the legacy account number in the and 814 enrollment response and historical usage response if the legacy number was provided on the request.
REF*45 segment?
12/2/2014
General
On the issue of “interval data” vs Yes. If interval data is available, PHI uses it for PJM “Summary data”, will Pepco be using Settlement.
the hourly data for the all customers to settle our energy with PJM?
12/2/2014
FAQs‐20141223.xlsx.Sheet1
The website will be available for data already posted, but not for usage after the December 2013 bill period.
Date Added or Updated
12/2/2014
3