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Broker Commission Problem Statement :fire: (Contract Issues (GovAgg …
Broker Commission
Problem Statement :fire:
Contract
Issues
Can't match invoice to contract due to UAN change (
DC
does not update) :check:
Logic for getting broker information for expired contracts not working consistently (
DC
) :check:
GovAgg
Contracts
Can't match GovAgg contract number to DC contract to get broker details because contract
number entered
incorrectly in
CES
:o:
GovAgg contracts
matching logic fails to get contract, broker and utility info
(
Current Commission Process
) :check:
Invoice matched to wrong contract when multiple contracts overlap same invoice period
(
Current Commission Process
) :check:
Logic issue and out of date business-maintained table for direct deal contract exclusion causing direct deal records to be processed.
(
Current Commission Process
) :check:
Lack of contract number and other pertinent fields on report makes it difficult to validate monthly commissions
(
Current Commission Process
)
:check:
Utility level values do not get
populated if a contract is not
found
(Current Commission Process)
:check:
Invoice
Issues
Duplicate invoices (
CES
) :check:
Erroneous or missing invoice data (
CES)
:o:
Invoices excluded due to customer orphaned invoices (
CES
) :o:
Invoices excluded due to erroneous invoice type filter
(Current Commission Process)
:check:
Post dated invoices not processed
(
Current Commission Process
) :check:
Cancel/rebill logic problem causes a cancel to never process (
Current Commission Process
) :check:
Invoice number and surrogate key not maintained
(
Current Commission Process)
:check:
Technical
and General Issues
Lost records caused by Excel 2003 (SSRS/SSIS) 65,535 Rows Limitation (
Current Commission Process
) :check:
No CES-BLUE record create/modified date for efficient incremental load of data (
CES)
:o:
Architectural design does not support current and future requirements
(
Current Commission Process
) :check:
Using SSRS to download records takes a long time
(Current Commission Process)
:check:
Uploading the certified commission file
fails frequently due to data type mismatch
and other errors
(Current Commission Process)
:check:
Only the first encountered record
exception is captured on the report
(Current Commission Process)
:check:
Broker
Issues
DC broker to
SAP Vendor translation needed to enter payment into SAP (
DC/SAP/Accounting
) :red_cross:
Missing Prepay information (
DC
) :red_cross:
Missing mil rate (
DC
) :red_cross:
Missing per meter payment info for IEC contracts (
DC
) :red_cross:
Wrong effective mil rate for IEC contracts (
DC
) :red_cross:
No functionality to manage true-ups/clawbacks for prepaid brokers (
Current Commission Process
). :red_cross:
No way to determine if the broker
license is valid
(Current Commission Process)
:red_cross:
Account
Issues
Missing account records cause invoices not to be processed (
CES
) :o:
Accounts inadvertently filtered out of process causing invoices not to be processed
(
Current Commission Process
) :check:
ERCOT adjustment file records uploaded into NES Commissions causes unpaid ERCOT records to flow into subsequent month commission records
(Current Commission Process)
: :red_cross:
Account
Payment
Issues
Brokers paid or withheld commission incorrectly on non-POR/POR resource invoices due to payment flag logic Issue (
Current Commission Process
) :check:
Dual Bill payment allocation issues (
CES
) :o:
Missing POR type (
DC
) :check:
Commission payment not reversed if payment reversed (
Current Commission Process
) :red_cross:
:check: In scope
:red_cross: Out of scope
:o: External dependency