InfoPro: Settlings with consumers

INFOPRO: Settlings with consumers

Software product "INFOPRO: SETTLINGS WITH CONSUMERS" (earlier Power Office) - multifunction automated information system of accounting of resources and services, calculation for the provided resources and services and accounting of payment for them by consumers.

Purpose of a product

The software product allows to keep account of resources (electrical energy and power, thermal energy and the heat carrier, water, gas, etc.) and services (hot water supply and heating, cold water supply and water disposal, gas supply, contents and an overhaul of housing, hiring of municipal housing, other housing and communal services) without restrictions on their types. The software product is intended for the network companies (the electric and thermal networks), the sales companies (energy, power, gas, water, utilities, etc.), management companies, payment processing centers and the companies of agents on a whip-round.

Key advantages

The unified information system by calculations with different categories of consumers - physical persons and legal entities

• uniform picture of results of activity of the enterprise (shipment, payment, debt, etc.)
• uniform policy of work with different categories of consumers - physical persons and legal entities
• use in calculations of some data for problems of different tasks - accounting of implementation and accounting of losses

Solution of specialized tasks of the enterprises of power or municipal services

• full stroke of settlings with consumers - from purchases at suppliers, distribution to consumers and presentations for payment
• the developed functions of technical accounting
• connection of results of technical accounting with financial calculations

DBMS independence (independence of the database management system)

• there is no need of additional investments into purchase of new DBMS
• the decision on replacement of DBMS will not influence core business of the enterprise

Not high total cost of ownership software product

• possibility of independent implementation and support
• guaranty period of support – up to 12 months
• flexible price policy of manufacturing company
• possibility of lease of the software product

Completeness and data consistency

• accuracy of the data due to information storage in one system, lack of converting and manual transfer
• control of duplication of data and check of inconsistency, existence of conflict resolvers
• storage of a retrospective of relevant changes (tariff plans, settlement schemes, recording of changes of contractual values, etc.)

Applied characteristics

High-speed performance

• high speed of execution of operations at low requirements to the hardware and communication channels of the enterprise.
• increase in number of users of a system and/or change of an organization structure of the enterprise does not influence system performance.

Documentation

• existence of a complete set of documentation on the software product, support of current status of documentation

Integration Integration with external systems:

• ERP systems (Oracle, Microsoft, SAP)
• Geographic information systems (GIS system)
• Systems of accounting (1C and other)
• Fiscal metering systems (ASCAPC, ASKUTE)
• Integration with payment systems

Modularity

• possibility of the choice of structure of the software product, priority of implementation of modules, possibility of substitution of the module a component substitute, with the subsequent integration in the software product
• lack of need of investments into the additional software at entry of the enterprise into the new markets

Reliability

• data protection from unauthorized access at storage and transfer

Visualization

• the software product has big tool kit of data visualization and information (tables, diagrams, charts, etc.), instruments of reporting of any type and structure

Configurability

• possibility of independent setup of types of resources or services, algorithms and calculation procedures, configurations of information display, user interface
• the software product allows to keep distribution account of several enterprises and/or organization units of the enterprise in one base:

- central office - departments - sections at the same time at the central office of the enterprise there is complete (to primary documents) also consistent information on work of all divisions with high efficiency (of day and less)

Document flow support

• the software product has the built-in mechanisms of management of documents document flow elements – formation and document storage (the agreement, the delivery note, the account, etc.), management of the statuses of documents, appointment of contractors and control of completion dates, to build the card of the movement of documents with a possibility of control of a current status and the location of the document
• the system of printing of the software product allows to output reports in Microsoft Excel, Microsoft Word, to develop report templates using a descriptive part with a binding to files of templates, to print reports (direct printing / print preview), to identify each report

Compliance to the legislation support of relevance of the software product to the current legislation.

Convenience of using

• the interface of the software product allows the user to perform a maximum of functions at the minimum quantity of actions, all information on one object or necessary for accomplishment of one transaction is concentrated in one screen form.

Architecture and structure

System architecture

• The software product has three-unit architecture with selection of the DBMS level including data storage of a complex and service of interaction with the third-party systems, level business of logic, including service of calculation and service of interaction of clients, and client level with service of interaction with Microsoft Excel.

Composition

• Module "Administration"
• Module "Interaction with Consumers"
• Module "Restriction/shutdown of Consumers"
• Module "Planning and Analysis"
• Module "Pretenziono-iskovaya Activity"
• Module "Calculation of Consumption of Energy Resources/services"
• Module "Calculation of Electric Balances"
• Module "Settlings with Consumers"
• Module "Technology Accession"
• Module "Management of a Contracted Work"
• Module "Control of Measuring Devices"
• Module "Management of Network Infrastructure"
• Module "Accounting of Consumers"
• Module "Accounting of Power Supply Facilities"
• Module "Finance"
• Module "Administration"

Functionality

Analysis and reporting

• Formation of the independent reporting
• Formation of the regulated reporting
• Reporting on the basis of indicators
• Export of the reporting in electronic form

Interaction with consumers

• The center of interaction with consumers

- Fixing of appeals of the consumer to service of service - Registration of requests of consumers for service, control of processing of requests and requests, reactions to them - Formation of a profile of customer service the including list of the services provided to the consumer and level of its support

• Electronic office of the consumer

- Viewing debt - Viewing history of charges and payments - Obtaining payment documents - Input of indications of metering devices - Fixing of requests for rendering services

Restriction/shutdown of consumers

• Planning of application of corrective actions on consumers
• Formation of requests for restriction/shutdown
• Fixing of the fact of imposing of restriction/shutdown
• Formation of requests for supply resuming
• Supply resuming fixing
• Formation of instructions on shutdown and restriction of consumers of the corrective actions included in the plan for application to them

Planning and control

• Planning of volumes of a useful holiday and sales of energy resources and services
• Formation of planned values
• Comparison of planned values with the actual values
• Adjustment of planned values

Claim and claim activity

• Accounting of claims and claims
• Maintenance of enforcement proceeding
• Accounting of the made judgments
• Calculation of the amounts of different penalties and penalties for charge

- Calculation of interest for using someone else's money according to the 395th article of the Civil Code of the Russian Federation - Calculation of a penalty for non-accounting consumption - Calculation of a penalty for exceeding of active power

• Formation of the document register confirming debt

Calculation of the consumed energy resources/services

• Maintaining nomenclature of energy resources/services
• Calculation of volume of the consumed electric power
• Calculation of volume of the consumed thermal energy
• Calculation of volume of the consumed utilities
• Distribution of energy resources of common areas
• Calculation of volume of the transferred energy
• Import/export of consumption of energy resources/services

Information data exchange between the network and sales companies Calculation of electric balances

• Calculation of transmission losses of energy

- Losses in the power transmission line - Losses in transformers - Commercial losses

• Accounting and calculation of overall balances for the network companies

- Calculation of balance for PES - Calculation of balance for the distribution zone - Calculation of balance for a feeder - Calculation of balance for substation - Calculation of balance for section of buses - Calculation of balance for a voltage level - Calculation of balance for transformers - Formation of report forms by types of balances

• Calculation of cost of the consumed energy resources/services
• Consumption tariffing
• Calculation of cost of the consumed electric power

- for consumers with an interval (hourly) method of calculation - for consumers from two zonal metering devices - for consumers with an interval method of calculation - on normative electricity consumption - according to contractual values

• Calculation of cost of the consumed thermal energy

- on the fixed expenses of thermal energy and the heat carrier, the drawn-up losses - on normative consumption of thermal energy and the heat carrier according to loadings - taking into account restrictions and shutdowns (correction of loadings and hours of heat supply) - taking into account losses of thermal energy and the heat carrier - for chemically purified water on heating, ventilation, the WAN (on the opened and closed schemes of heat supply) - for thermal energy and steam (steam return) - for condensate (condensate return)

• Calculation of cost of services on transmissions of energy
• Calculation of cost of services in transfer of hot water, steam and so forth.
• Calculation of cost for utilities
• Drawing of accounts/invoices to consumers
• Formation of the uniform payment document for housing and communal services
• Adjustment (recalculation)/reversal of earlier carried out calculations
• Maintaining rates and tariff plans for energy resources/services

Calculation of cost of privileges and subsidies

• Calculation of cost of privileges and subsidies from consumption
• Calculation of cost of privileges and subsidies from a payment amount
• Integration with information systems of social services

Settlings with consumers

• Drawing of documents on the regulated and not regulated rates
• Use of forecast and actual values of shares of distribution of amount of consumption (β) and non-regulated rates
• Settlings with budget consumers
• Control of limits of budget consumers (discount fares, checking accounts, in rubles, in kWh, in a month, in a year)
• Calculation of compensation of transmission losses of energy
• Formation of the turnover balance sheet

Technology accession

• Registration of necessary documents
• Control of correctness of filling of documents
• Control of execution of instructions
• Calculation for technical accession
• Formation of an output set of documents

Accounts receivable management

• Charge of receivables
• Classification of receivables
• Repayment of receivables (payment)
• Debt relief
• Transfer of debt
• Automatic closing of receivables

Control of measuring devices

• Registration of the metering device with characteristics
• Tracking of a status of the metering device
• Trace dresses for works on change of metering devices
• Formation of the list of metering devices of subjects to checking
• Manual entry of indications of metering devices
• Import of indications of metering devices of external systems / sources (fiscal metering systems)

Management of archiving

• Transfer of a data member of a system in archive (manual/automatic)
• Recovery of a data member of a system from archive (only manual)
• Formation of the substituting data for the elements transferred to archive

Management of audit Security managements Infrastructure management of thermal network

• Creation of structure of network
• Accounting of elements of network
• Schematic display of thermal network

Infrastructure management of the electric network

• Creation of structure of network

- Nodes, sections of buses and accession (feeder) - Measuring transformers - Power transformers - Transmission lines and unsolderings

• Maintaining passports of the equipment
• Formation of the single line diagram of network
• Task of points of joining of subscribers
• Movement of metering devices of the electric power
• Display of structure of network in a hierarchical type (feeder/substation/PES)
• Registration of switchings in network

Accounting of agreements with consumers by types of the consumed energy resources/services

• Registration of agreements
• Maintaining annexes to agreements
• Registration of changes in annexes to agreements
• Transactions of termination, prolongation of the agreement
• Printing of agreements
• Calculation of contractual values
• Calculation of normative losses
• Calculation of technology losses
• Registration and control of limits of consumption

Accounting of power supply facilities

• Registration of a power supply facility
• Commissioning of a power supply facility
• Decommissioning of a power supply facility
• Maintaining passport of a power supply facility
• Maintaining connection points to distribution networks
• Description of border of balance sheet accessory
• Calculation of loadings of a power supply facility
• Registration of loadings of a power supply facility

Accounting of payments

• Processing of the bank statement
• Maintaining cash desk
• Import of information on payment from external systems / sources
• Diversity of payments on subscribers
• Reporting on the arrived payment
• Reading of a barcode in the paid payment documents

Accounting of consumers

• Maintaining personal accounts of consumers with characteristics
• Maintaining the list of partners (legal entities and physical person) with details
• Passport accounting of the population

Formation of documents accounting and tax accounting

• Formation of the sales ledger and purchase ledger
• Formation of additional sheets of the sales ledger and purchase ledger
• Formation of the register of the issued/received invoices

Specifications

Technology platform - Microsoft. net Framework.

The main DBMS – Oracle Database, Microsoft SQL Server, MS Access, Firebird, MySQL (ANSI SQL - compatible servers with access through ODBC).

Target client OS – Microsoft Windows XP above.

Target server OS – Microsoft Windows XP, Microsoft Windows Server 2003 above.

Support Internet browsers – Microsoft Internet Explorer, Opera, Firefox.

Implementation options

• Standard Windows is the application
• The web application (with an opportunity for work on freely distributed OS)
• The application for mobile devices (with limited functionality).

Use formats

• data processing center
• the distributed server capacities
• one workplace.

Technical requirements Server: Pentium of 4 1.8 GHz or above 2 GB of OZU or above 250 Of GB Hard drive or more Client: Pentium of 4 1.8 GHz or above 1 GB of OZU for Windows XP or 1.5 for Windows Vista/7 or above 80 Of GB Hard drive The monitor with the supported resolution not less than 800*600

Design methodology

When developing the software product Scrum methodology was applied, at design the methodology of object design of UML was used.

Implementation methodology

Analysis At the Analysis stage during the project the analysis of business processes and requirements of the Customer is carried out. The main result (product) of this stage are the Technical Specifications (TS).

Design At a stage of Design the Conceptual Design of the solution is developed and submitted for approval to the Customer, the software product is shown, the offer on implementation, including the budget on continuation of works and the project schedule prepares. These documents will be approved and affirm the client before the following stage Development and Testing.

Development and Testing At a stage of Development and Testing creation and testing of modifications of a system is performed. If the general time for development exceeds 3 weeks, this work is separated into separate blocks ("Assemblies"), each of which demands 2 – 3 weeks on development. In process of release of each block, it is given to testing to the client. At a stage of development and testing the working environment is established on customer premise.

Implementation At this stage a system completely is implemented at the enterprise of the Customer, and all user trainings are provided in full.

Technical support and maintenance

If necessary the Customer can independently perform technical support and support of the software product. In the company the Uniform Technical support service which business processes are constructed on the basis of the ITIL standards works. The format of technical support is defined by the Customer – an hourly pay of the actual time, the choice of the specific list of services and/or services within certain time, etc.