Current Capitalized Word



IR/TEIS Protocol for Resolving Definitions & Capitalized Words

The 5 columns of this table reflect IR/TEIS process for resolving ‘definition’ conflicts:

• Glossary Committee Defined Term: Y=Is or should be

• Term Defined by IR/TEIS: term specific to industry but may be too granular for Glossary. Looking for BPS and EC input

• Term Remain Capitalized: term not specific to RXQ, and/or defined by third-party and should remain capitalized (e.g. X12 codes, etc)

• Lowercase. Terms to be modified to lowercase

• Comments: Terms that should be investigated for a number of reasons including: consistency with other uses; use of acronyms; use of abbreviations;

A question mark in a column suggests that IR/TEIS is not sure if this term should be in that category.

|Current Capitalized Term |Glossary |IR / TEIS |Remain |Lower case |Comments |

| | | |Capitalized | | |

|Abundance | |Y | | |? |

|Abundance of Consumption | |Y | | |? |

|ACCOUNT | | |Y | | |

|Account Level Charges | |Y | | | |

|Account Number |? |Y | | |Customer ID? |

|ACH | |Y | | |Automated Clearing House? |

|Action Code | | |Y | | |

|Action Required | | |Y | | |

|Actual | | |Y | | |

|Actual Total | | |Y | | |

|Actual, Estimated | | |Y | | |

|ADD~LINE TWO OF MESSAGES | | |Y | | |

|ADD~NBP MESSAGES | | |Y | | |

|Added Flat /Bypass | | |Y | | |

|Added Tampering- Missing or Abundance of Consumption | | |Y | | |

|Additional Information | | |Y | | |

|Additive | | |Y | | |

|Additive/Master | |Y | | | |

|Additive/Subtractive Metering Only | |Y | | | |

|Adjustment | | |Y | | |

|Adjustment Amount | | |Y | | |

|Adjustment In | | |Y | | |

|Adjustment Out | | |Y | | |

|Adjustment Reason Code | | |Y | | |

|Adjustment to Last Bill | |Y | | | |

|Administrative Communications Contact | | |Y | | |

|Advice |Y | | | | |

|Advice Details | | |Y | | |

|Agency Qualifier Code | |Y | | | |

|Agency Service, Promotion, Allowance or Charge | |Y | | | |

|Agent Name | |Y | | | |

|Alaska Daylight Time | | |Y | | |

|Alaska Standard Time | | |Y | | |

|Alaska Time | | |Y | | |

|Allowance | | |Y | | |

|Allowance or Charge Indicator | | |Y | | |

|Amount | | |Y | | |

|Amount Qualifier Code | | |Y | | |

|Antenna | | |Y | | |

|App Advice Action | | |Y | |? |

|App Advice Date | | |Y | |? |

|App Advice ID | | |Y | |? |

|Application Acknowledgement Code | |Y | | | |

|Application Advice | |Y | | | |

|Application Error Condition Code | | |Y | | |

|Argon | | |Y | | |

|As Billed | |? | |Y | |

|Assigned | | |Y | | |

|Assigned Identification | | |Y | | |

|Assigned Number | | |Y | | |

|Assumed Receivables |? |Y | | | |

|Assumption of Receivables |Y | | | | |

|Atlantic Daylight Time | | |Y | | |

|Atlantic Standard Time | | |Y | | |

|Atlantic Time | | |Y | | |

|Authorized Return | |Y | | | |

|Automated Clearing House |Y | | | | |

|Balance Returned | | |Y | | |

|Balance Type Code | | |Y | | |

|Bank Trace ID | | |Y | | |

|Beg / End Actual | |Y | | | |

|Beg / End Estimated | |Y | | | |

|Beg Actual / End Estimated | |Y | | | |

|Beg Estimated / End Actual | |Y | | | |

|Beginning Reading | |Y | | | |

|Beginning Segment for Invoice | | |Y | | |

|Beginning Segment for Payment Order/Remittance Advice | | |Y | | |

|BIG | | |Y | | |

|Bill Boards | | |Y | | |

|Bill Due Date |? |Y | | | |

|Bill Ready |? |Y | | | |

|Bill Ready and SRBO Invoice | | |Y | | |

|Billed | | | |Y | |

|Billing & Payment | |Y | | | |

|Billing Account | |? |Y | | |

|Billing Cycle |? |Y | | | |

|Billing Final Indicator | |Y | | | |

|Billing Parties |? | | | | |

|Billing Party |? | | | | |

|Billing Party | |Y | | | |

|Entity Name | | | | | |

|Billing Party (BP) Name | |Y | | | |

|Billing Party Contact | |Y | | | |

|Billing Party Customer Name | |Y | | | |

|Billing Party Email | |Y | | | |

|Billing Party Entity Common Code ID | |Y | | | |

|Billing Party Entity ID | |Y | | | |

|Billing Party Fax | |Y | | | |

|Billing Party ID | |Y | | |? Billing Party Entity ID |

|Billing Party Name | |Y | | | |

|Billing Party Phone | |Y | | | |

|Billing Party Previous Account Number | |Y | | | |

|Billing Party Technical Contact | |Y | | | |

|Billing Services |? | | | | |

|Billing Services Termination | |Y | | | |

|Billing Type | | |Y |Y | |

|Billing Usage | | | |Y | |

|BP | | |Y | |Remove Acronym |

|BP Customer ID | | |Y | |? Billing Party CustomerID |

|BP Customer Name | | | | |Remove Acronym |

|BP Customer Previous Account Number or SDID | |Y | | |Remove Acronym |

|BP Entity ID | |Y | | |Remove Acronym |

|BP Technical Contact | |Y | | |Remove Acronym |

|BP Technical Contact Phone | |Y | | |Remove Acronym |

|Branch Location | |Y | | | |

|British Thermal Units | | |Y | | |

|Budget Billing |? |Y | | | |

|Bus Shelters | | |Y | | |

|Calculated Tax Amount | | |Y | | |

|Cancel | | |Y | | |

|Cancellation | | |Y | | |

|Case, Color, Drawing No., U.P.C., ISBN No., Model No., SKU | | |Y | | |

|Cash Concentration Disbursement | | |Y | | |

|Cat Unit | | |Y | |Eliminate Abbreviation |

|Category | | |Y | | |

|Ccf | | |Y | | |

|CCYYMMDD | | |Y | | |

|Centigram | |Y | | | |

|Centistokes | |Y | | | |

|Central Daylight Time | | |Y | | |

|Central Standard Time | | |Y | | |

|Central Time | | |Y | | |

|Channel Number | | |Y | | |

|Charge | | |Y | | |

|Charge/Allowance Credit/Debit Code | | |Y | | |

|Charge/Allowance Credit/Debit Code | | | | | |

|Charge/Allowance Line Amount | | |Y | | |

|Charge/Allowance Line Category | | |Y | | |

|Charge/Allowance Line Credit/Debit Code | | |Y | | |

|Charge/Allowance Line Description | | |Y | | |

|Charge/Allowance Line Quantity | | |Y | | |

|Charge/Allowance Line Summary | | |Y | | |

|Charge/Allowance Line Unit of Maeasure | | |Y | | |

|Charge/Allowance Line Unit of Measure Code | | |Y | | |

|Charges/Taxes at an Account level | | |Y | | |

|Check | |Y | | | |

|Chg/Allow Amount | | |Y | |Remove Acronym |

|Chg/Allow Category | | |Y | |Remove Acronym |

|Chg/Allow Credit/Debit Code | | |Y | |Remove Acronym |

|Chg/Allow Description | | |Y | |Remove Acronym |

|Chg/Allow Quantity | | |Y | |Remove Acronym |

|Chg/Allow Rate | | |Y | |Remove Acronym |

|Chg/Allow Summary Level | | |Y | |Remove Acronym |

|Chg/Allow Unit of Measure | | |Y | |Remove Acronym |

|CIS | |? |Y | |Remove Acronym |

|Classification | | |Y | | |

|Clearinghouse |? |Y | | | |

|CLIN | | |Y | |Remove Acronym |

|Collected Amount | | |Y | | |

|Collection Unique ID | | |Y | | |

|COLLECTIONS | | |Y | | |

|Commodity Service Type |Y | | | | |

|Communication Number | | | | | |

|Communication Number | | | | | |

|Communication Number Qualifier | | | | | |

|Company Owned | | |Y | | |

|Consolidated Billing Bill-Ready Invoice |Y | | | | |

|Consolidated Billing Rate Ready |Y | | | | |

|Consumer Service Provider | |Y | | |Consider Removal or “Supplier” |

|Consumption | | |Y | | |

|Contact Function Code | | |Y | | |

|Contract Line Item Number | | |Y | | |

|Contract Payment Management Report Transaction | | |Y | | |

|Contract Summary | | |Y | | |

|Core Loss | | |Y | | |

|Corp Trade Exchange |Y | | | |Remove Acronym |

|Corporation (D&B) | | |Y | | |

|Credit/Debit Flag Code | | |Y | | |

|Credit/Debit Indicator | | |Y | | |

|Credits | |Y | | | |

|Critical Application Indicator | | |Y | | |

|Cross Reference ID | | |Y | | |

|Cross Reference Number | | |Y | | |

|CS | | |Y | | |

|CTT | | |Y | | |

|CTX | | |Y | | |

|Current Basic Generation – Peak Demand | | |Y | | |

|Current Basic Generation -Consumption | | |Y | | |

|Current Meter Reading Date | |Y | | | |

|Current Total Charges | |Y | | | |

|Current Transaction Trace Numbers | | |Y | | |

|Customer |Y | | | | |

|Customer Account ID |Y |Y | | |Customer ID or Account ID |

|Customer Balance Total | | |Y | | |

|Customer First Phone Number | | |Y | | |

|Customer ID |Y | | | | |

|Customer Info | | | |Y |Remove Acronym |

|Customer Name | |Y | | | |

|Customer Name Overflow | |Y | | | |

|Customer Payment Posting Date | |Y | | | |

|Customer Phone 1 | |Y | | |? |

|Customer Phone 2 | |Y | | |? Customer second phone number |

|Customer SD ID | | |Y | |? Customer ID or Account ID |

|Customer Second Phone Number | |Y | | | |

|Customer/Account-Level Charges | | |Y | | |

|Cycle | |Y | | | |

|Cycle to Date | |Y | | | |

|Daily | | |Y | | |

|Data Element Dictionary | | |Y | | |

|Data Element Summary | | |Y | | |

|Date Bill Rendered | |Y | | | |

|Date Customer Bill Issued | |Y | | | |

|Date Customer Payment Due | |Y | | | |

|Date Funds Transferred | |Y | | | |

|Date of Termination of Billing Services | |Y | | | |

|Date Time Period | | |Y | | |

|Date Time Period Format Qualifier | | |Y | | |

|Date/Time Qualifier | | |Y | | |

|Days | |Y | | | |

|Debtor’s Account | |Y | | | |

|Defined Unmetered Service Type | | |Y | | |

|Demand | | |Y | | |

|Demand Information Only | |Y | | | |

|Description | | |Y | | |

|Detail Position | | |Y | | |

|Discount Amount | | |Y | | |

|DISTRIBUTE-IT INC | | |Y | | |

|Distribution Co |Y | | | |Remove Abbreviation |

|Distribution Company |Y | | | | |

|Distribution Company Bill Ready Consolidated |Y | | | | |

|Distribution Company Entity ID | |Y | | | |

|Distribution Company Name | |Y | | | |

|Distribution Company Rate Ready Consolidated |Y | | | | |

|Distribution Company Rate Subclass | |Y | | | |

|Document Due | |Y | | |? |

|Document Due Date | |Y | | |? |

|Dollar Basis Amount | | |Y | | |

|Dollars, U.S. | |Y | | | |

|Draft Standard | | |Y | | |

|DTM~150 | | |Y | | |

|DTM~151 | | |Y | | |

|Dual |? |Y | | |“Dual Billing” |

|Dun & Bradstreet | | |Y | | |

|DUNS | | |Y | | |

|DUNS Number | | |Y | | |

|DUNS+4 | | |Y | | |

|Duplicate Payment | | |Y | | |

|Each | | |Y | | |

|Eastern Daylight Time | | |Y | | |

|Eastern Standard Time | | |Y | | |

|Eastern Time | | |Y | | |

|EDI |Y | | | |Remove Acronym |

|EDISIM | | | |Y | |

|Electric | | |Y | | |

|Electric Commodity Service |Y |Y | | | |

|Electric Reliability Council of Texas | | |Y | |Code = capitalized; otherwise |

| | | | | |replace with ‘Clearinghouse’ |

|Electronic Data Interchange |Y | | | | |

|Electronic Device | | |Y | | |

|Electronic Mail |Y |Y | | | |

|Electronic Return Originator | | |Y | | |

|End Date | | |Y | | |

|Ending/Single Reading | |Y |? | | |

|ENT | | |Y | |? Remove Acronym |

|Entity Common Code |Y | | | |“Entity ID” |

|Entity Common Code ID |Y | | | |“Entity ID” |

|Entity ID’s |Y | | | | |

|Entity Identifier Code | | |Y | | |

|Entity Type Qualifier | | |Y | | |

|Envelope | | |Y | | |

|ERCOT |Y | | | |Remove Acronym |

|ESI | | |Y | |Remove Acronym |

|ESP |Y | | | |Remove Acronym |

|Estimated | | |Y | | |

|ET | | |Y | | |

|EXCLUDED | | |Y | | |

|Extended Line Item Indicator | | |Y | | |

|Figures Appendix | | |Y | | |

|Final Indicator | | |Y | | |

|Final Invoice | |Y | | | |

|Final Invoice Indicator | | |Y | |“Final Indicator” |

|FinalInd | | |Y | | |

|Financial Reassociation Trace Number | | |Y | | |

|Florescent | | |Y | | |

|Free Form Message | |Y | | | |

|Free-form name | |Y | | | |

|Funds Transfer Date | |Y | | | |

|Gas | | |Y | | |

|Governing | |Y | | | |

|Greenwich Mean Time | | |Y | | |

|Groupings | |Y | | | |

|Header | | |Y | | |

|Headquarters Location | | |Y | | |

|Hierarchical ID Number | | |Y | | |

|Hierarchical Level Code | | |Y | | |

|Hierarchical Structure Code | | |Y | | |

|Historical/Antique | | |Y | | |

|HL | | |Y | |Remove Acronym ? |

|HTTP Request |? |Y | | | |

|Hundred Cubic Feet | | |Y | | |

|ID Code | | |Y | |? Remove Acronym |

|Identification Code | | |Y | | |

|Identification Code Qualifier | | |Y | | |

|IDR Meters |? |Y | | |Remove Acronym |

|Ignore | | |Y | | |

|Incandescent | | |Y | | |

|Information Contact | |Y | | | |

|Insufficient Funds | |y | | | |

|Intermediate Peak | |Y | | | |

|Interval | |Y | | | |

|Interval Date | |Y | | | |

|Interval Detail | |Y | | | |

|Interval End Date Time | |Y | | | |

|Interval Meter Channel Number | |Y | | | |

|Interval Meter Quantity | | |Y | | |

|Interval Meter Read Ending/Single | |Y | | | |

|Interval Meter Read Estimated Actual Flag | | |Y | | |

|Interval Meter Read Power Factor | |Y | | | |

|Interval Quantity | | |Y | | |

|Interval Summary | |Y | | | |

|Interval Time | |Y | | | |

|Interval Unit of Measure | | |Y | | |

|Interval Usage Summary Across Meters | |Y | | | |

|Invalid Invoice | |Y | | | |

|Invalid Usage | |Y | | | |

|Invoice |? |Y | | | |

|Invoice Cancelled | |Y | | | |

|Invoice Charge or Allowance | |Y | | | |

|Invoice Date | | |Y | | |

|Invoice Due Date | | |Y | | |

|Invoice ID | | |Y | | |

|Invoice ID Number | | |Y | |“Invoice ID” |

|Invoice Missed Window | | |Y | | |

|Invoice Number | | |Y | | |

|Invoice Purpose | | |Y | | |

|Invoice Purpose Code | | |Y | | |

|Invoice Sections |Y? | | | | |

|Invoice Transaction Set | | |Y | | |

|Issue-Other Department | | |Y | | |

|Item Number | | |Y | | |

|kilovolt Amperes | | |Y | | |

|Kilovolt Amperes Reactive | | |Y | | |

|Kilovolt Amperes Reactive Demand | | |Y | | |

|kiloVolt Amperes Reactive Hour | | |Y | | |

|Kilowatt | | |Y | | |

|kiloWatt Amperes Reactive Demand | | |Y | | |

|kiloWatt Demand | | |Y | | |

|kilowatt Hour | | |Y | |kiloWatt |

|KVA Demand | | |Y | | |

|KVAR | | |Y | | |

|KVAR Demand | | |Y | | |

|KVARH | | |Y | | |

|kWh | | |Y | |Code? |

|Late Payment Charge |? |Y | | | |

|LDC |Y | | | |Remove Acronym |

|LDC Account Number | | |Y | |? Remove Acronym |

|Levys | | |Y | | |

|Line Item Charges | |Y | | | |

|LINE TWO OF REGULATORY MESSAGES | | |Y | | |

|Low | | |Y | | |

|LX | | |Y | | |

|Mandatory | | |Y | | |

|Master Meter | |Y | | | |

|Master/Additive | |Y | | | |

|Master/Additive/Subtractive | |Y | | | |

|Master/Subtractive | |Y | | | |

|MBP’s | | |Y | |Remove Acronym |

|Mcf | | |Y | |Code? |

|Measured Demand | | |Y | | |

|Measurement Qualifier | | |Y | | |

|Measurement Reference ID | | |Y | | |

|Measurement Value | | |Y | | |

|Memorandum | | |Y | | |

|Mercury Vapor | | |Y | | |

|Metal Halide | | |Y | | |

|Meter | | |Y | | |

|Meter Consumption Type | |Y | | | |

|Meter Exchange Date | | |Y | | |

|Meter Interval Type | | |Y | | |

|Meter Multiplier | |Y | | | |

|Meter Number | |Y | | | |

|Meter Read Unit of Measure | | |Y | | |

|Meter Reading Date | | |Y | | |

|Meter Role | |Y | | | |

|Meter Ticket Number | | |Y? | | |

|Meter Type Definition | |Y? | | | |

|Metering Interval Reported for Billing Purposes | |Y | | | |

|Mid Peak | |Y | | |“Intermediate” |

|Milligrams per Kilogram | |Y | | | |

|Miscellaneous: Receivables Charge | | | |Y |Remove Miscellaneous? |

|Missing | | |Y | | |

|Mixed | | |Y | | |

|Monetary Amount | |Y | | | |

|Money Collected | |Y | | | |

|Month 2 | | | |Y | |

|Monthly | | |Y | | |

|Monthly Billed Summary | |Y | | | |

|Monthly Invoice | |Y? | | |Remove Monthly? |

|Monthly Invoice Cancel | |Y? | | |Remove Monthly? |

|Monthly Invoice Original | |Y? | | |Remove Monthly? |

|Months | |Y | | | |

|Mountain Daylight Time | | |Y | | |

|Mountain Standard Time | | |Y | | |

|Mountain Time | | |Y | | |

|MRE |? |Y | | |Remove Abbreviation |

|Multiple/Multiple | | |Y | | |

|Multiple/Single | | |Y | | |

|NAESB | | |Y | | |

|Name Distribution Company | | |Y | | |

|Name Last | |Y | | | |

|Natural Gas Commodity Service | | |Y | | |

|NBP | | |Y | | |

|NBP Entity ID | | |Y | | |

|Net Amount Paid | |Y | | | |

|Net Interval Usage Summary | |Y | | | |

|No | | |Y | | |

|No Allowance or Charge | | |Y | | |

|Non-Billing Party |Y | | | | |

|Non-Billing Party | |Y | | | |

|Entity Name | | | | | |

|Non-Billing Party Account ID | |Y | | | |

|Non-Billing Party Amount Allocated for Account | |Y | | | |

|Non-Billing Party Arrears | |Y | | | |

|Non-Billing Party Balance, After Current Charges | |Y | | | |

|Non-Billing Party Balance, Prior to Current Charges | |Y | | | |

|Non-Billing Party Entity ID | |Y | | | |

|Non-Billing Party ID | |Y | | | |

|Non-Billing Party Invoice Due Date | |Y | | | |

|Non-Billing Party Name | |Y | | | |

|Non-Billing Party Rate | |Y | | | |

|Non-Billing Party Rate Class | |Y | | | |

|Non-Billing Party Rate Subclass | |Y | | | |

|Non-Billing Party Regulatory Messages | |Y | | | |

|Non-Billing Party Required Messages | |Y | | | |

|Non-Interval Consumption | |Y | | | |

|Non-Interval Detail | |Y | | | |

|Non-Interval Summary | |Y | | | |

|Note Reference Code | |Y | | | |

|Note/Special Instruction | |Y | | | |

|NPB ID | | |Y | | |

|Number | |Y | | | |

|Number of Dials | |Y | | | |

|Number of Dials / Digits | |Y | | |Same as Number of Dials |

|Number of Included Segments | |Y | | | |

|Number of Line Items | |Y | | | |

|ODFI | | |Y | | |

|Off Peak | |Y | | | |

|Old Account Number | |Y | | |Old Customer ID |

|Old Customer ID | |Y | | | |

|On Peak | |Y | | | |

|Order | |Y | | | |

|Organization Name | |Y | | | |

|Original | | |Y | | |

|Original Invoice | | |Y | | |

|Original Invoice Amount | | |Y | | |

|Original Invoice ID | |Y | | | |

|Original Invoice Number | |Y | | |Original Invoice ID |

|Original Reference Number | |Y | | | |

|Original Transaction Identifier | |Y | | | |

|Original Usage ID | |Y | | | |

|Other Instructions | | |Y |? | |

|Other Un-Metered | | |Y? | | |

|Outstanding Balance | |Y | | | |

|Pacific Daylight Time | | |Y | | |

|Pacific Standard Time | | |Y | | |

|Pacific Time | | |Y | | |

|Parties | |Y | | | |

|Party Calculating Bill | |Y | | | |

|Party Calculating Charges | |Y | | | |

|Party Calculating Non-Billing Party Charges | |Y | | | |

|Party Sending Bill | |Y | | | |

|Payee | | |Y | | |

|Payer Name | | |Y | | |

|Payment | | |Y | | |

|Payment Action Code | | |Y | | |

|Payment Effective Date | |Y | | | |

|Payment Format | |Y | | | |

|Payment Format Code | | |Y | | |

|Payment Level Allocated Amount | | |Y | | |

|Payment Level Allocated Flag | | |Y | | |

|Payment Method Code | | |Y | | |

|Payment Method Type | | |Y | | |

|Payment Notification | |Y | | | |

|Payment Notification Date | |Y | | | |

|Payment Notification ID | | |Y | | |

|Payment Notification Unique ID | | |Y | | |

|Payment Notification/Collections | | |Y | | |

|Payment on Account | |Y | | | |

|Payment Order/ Remittance Advice Transaction | |Y | | | |

|Payment Plan Indicator | | |Y | | |

|Payment Plans | |Y? | | |No MBPs for Payment Plans |

|Payment Reference ID | | |Y | | |

|Payment Remittance | |Y | | | |

|Payment/Adjustment Flag | | |Y | | |

|Payment/Adjustment Indicator | | |Y | | |

|Payment/Adjustment Type | | |Y | | |

|Payments | |Y | | | |

|Payor | | |Y | | |

|PE | | |Y | | |

|Per Month | | | |Y | |

|Phone Booth | | |Y | | |

|Phone Outlet | | |Y | | |

|Posted | |Y | | | |

|Posting Date | |Y | | | |

|Power Analog node | | |Y? | | |

|Power Factor | |Y | | | |

|Power Factor Adjusted | |Y | | | |

|Power Region | |Y | | | |

|Pressure Correction Factor | | |Y | | |

|Previous Meter Reading Date | |Y | | | |

|Primary Metering Indicator | |Y | | | |

|Print Sequencing Number | |Y | | | |

|Proactive | | | |Y | |

|Product /Service ID Qualifier | | |Y | | |

|Product Reportable Quantity | | |Y | | |

|Product Transfer | | |Y | | |

|Product/Service ID | | |Y | | |

|Production Code | | |Y | | |

|Property Control Number | | |Y | | |

|Property Level Movement/Sale | | |Y | | |

|Pump Station | | |Y | | |

|Punctuation | |Y | | | |

|Purchase Order | | |Y | | |

|Purpose = Original | |Y | | | |

|Purpose Code = Cancel | |Y | | | |

|Quantity | | |Y | | |

|Quantity Delivered | | |Y | | |

|Rail Road Crossing | | |Y | | |

|Range Minimum | | |Y | | |

|Ratchet Kilowatt Demand | | |Y | | |

|Ratchet KVA Demand | | |Y | | |

|Ratchet Power Factor Adjusted | | |Y | | |

|Rate | |Y | | | |

|Rate Card Number | | |Y | | |

|Rate Class | |Y | | | |

|Rate Codes | |Y | | | |

|Rate Ready (RR) Invoice Transaction Set |Y? |Y | | | |

|Rate Ready Invoice |Y | | | | |

|Rate Ready LDC Consolidated Billing |Y | | | | |

|Rate Subclass | |Y | | | |

|Receiver | |Y | | | |

|Receiver Entity ID | |Y | | | |

|Receiver Entity Name | |Y | | | |

|Receiver ID | |Y | | |Receiver Entity ID? |

|Receiver Technical Contact | |Y | | | |

|REF~OI | | |Y | | |

|REF~PR | | |Y | | |

|Reference Identification | |Y | | | |

|Reference Identification Qualifier | | |Y | | |

|Reference Information | |Y | | | |

|Reference Number ID | | |Y | | |

|Registration Agent |Y | | | |Clearinghouse? |

|Registration Agent Name | |Y | | | |

|Registration Agents |Y | | | |Clearinghouse? |

|REGULATORY REQUIRED MESSAGES OR NOTICES | | |Y | | |

|Rejection Code | |Y | | | |

|Rejection Description | |Y | | | |

|Rejection Level | |Y | | | |

|Rejection Reason | |Y | | | |

|Rejection Reason Text | |Y | | | |

|Rejection Text | |Y | | | |

|Related Standards | | |Y | | |

|Relationship Code | |Y | | | |

|Release Number | | |Y | | |

|Reliability Council | | |Y | |ERCOT? |

|Remittance |Y | | | | |

|Remittance Advice Accounts Receivable Open Item Reference | | |Y | | |

|Remittance Date | |Y | | | |

|Remittance Header | |Y | | | |

|Remittance Information Only | |Y | | | |

|Remittance/Payment Cross-Reference Number | | |Y | | |

|REPLACEMENT CHARGE | | |Y | | |

|Report Type Code | | |Y | | |

|ReportType | | |Y | |Report Type Code? |

|REQ |Y | | | |Remove Acronym |

|REQUIRED | | |Y | | |

|Response | | |Y | | |

|Retail Supplier |Y | | | |“Supplier”? |

|Retailer |Y | | | |“Supplier”? |

|Returned Items | |Y | | | |

|Reversal | | |Y | | |

|RGQ |Y | | | |Remove Acronym |

|RR | | |Y | | |

|SAC | | |Y | | |

|Sales Responsibility | | |Y? | | |

|Sample Paper Transaction |Y | | | | |

|SDID | | |Y | | |

|SE | | |Y | | |

|See Figures Appendix | | | |Y? | |

|Segment | | |Y | | |

|Sender | |Y | | | |

|Sender Common Code ID | |Y | | | |

|Sender Entity ID | |Y | | | |

|Sender Name | |Y | | | |

|Sender Technical Contact | |Y | | | |

|Sender Technical Contact Email | |Y | | | |

|Sender Technical Contact Fax | |Y | | | |

|Sender Technical Contact Phone | |Y | | | |

|Sequence Number | | |Y | | |

|Service Delivery ID |Y | | | | |

|Service Location Street Address | |Y | | | |

|Service Performed Code | |Y | | | |

|Service Period | |Y | | | |

|Service Period End Date | |Y | | | |

|Service Period Start | |Y | | | |

|Service Period Start Date | |Y | | | |

|Service Provider | |Y | | | |

|Service Rendered | |Y | | | |

|Service Type | |Y | | |Commodity Service Type |

|Settlement Date | |Y | | | |

|Signed | |Y | | | |

|Single Retail Bill Option |Y | | | | |

|Single/Multiple | | |Y | | |

|Single/Single | | |Y | | |

|SLN | | |Y | | |

|Sodium | | |Y | | |

|Southwest Electric Reliability Council | | |Y | | |

|Southwest Power Pool | | |Y | | |

|Special Requirements Indicator | | |Y | | |

|ST | | |Y | | |

|Start Date | | |Y | | |

|Subline Item Detail | | |Y | | |

|Submitter | |Y | | | |

|Submitter/Receiver Code | |Y | | |Submitter? |

|Subtracted Fast Missing | |Y | | | |

|Subtractive/Master | |Y | | | |

|Subtractive;Additive;Ignore | |Y | | | |

|Summary | |Y | | | |

|Summary Level | |Y | | | |

|Supplier |Y | | | | |

|Supplier Bill Ready, includes SRBO |Y | | | | |

|Supplier Entity ID | |Y | | | |

|Supplier Name | |Y | | | |

|Supplier of Record |Y | | | |Supplier? |

|Suppliers | |Y | | | |

|Tag | |Y |Y? | | |

|Tax Amount | |Y | | | |

|Tax Inclusion Indicator | | |Y | | |

|Tax Information | |Y | | | |

|Tax Jurisdiction Code | |Y | | | |

|Tax Jurisdiction Code Qualifier | | |Y | | |

|Tax Percent | | |Y | | |

|Tax Type | | |Y | | |

|Tax Type Code | | |Y | | |

|Taxes | | |Y | | |

|Taxing Entity | | |Y | | |

|Taxing Jurisdiction | | |Y | | |

|TBS | | |Y | | |

|TDS | | |Y | | |

|Technical Error Description | | |Y | | |

|Technical Implementation of Business Process | |Y | | | |

|Telephone | |Y | | | |

|Termination of Bill Services Date | | |Y | | |

|Termination of Bill Services Unique ID | | |Y | | |

|Termination of Billing Services | | |Y | | |

|Termination of Billing Services Header | | |Y | | |

|Terms Net Due Date | |Y | | | |

|Terms of Sale/Deferred Terms of Sale | | |Y | | |

|Therm factor | | |Y | | |

|Therms | |Y | | | |

|Thousand Cubic Feet | | |Y | | |

|TOBS ID | | |Y | | |

|Total | | |Y | | |

|Total Current Charge | | |Y | | |

|Total Monetary Amount | | |Y | | |

|Total Monetary Amount Allocated | | |Y | | |

|Total Monetary Amount Transferred | | |Y | | |

|Total Monetary Value Summary | | |Y | | |

|Total Non-Billing Party Account Balance | | |Y | | |

|Total of NBP Line Item Charge | | |Y | |Remove Acronym |

|Total Received | | |Y | | |

|Totalizer/Total/Max | |Y | | | |

|Trace Type | | |Y | | |

|Trace Type Code | | |Y | | |

|Trading Partner Agreement |Y | | | | |

|Traffic Lights | | |Y | | |

|Trans Purpose | | |Y | | |

|Transaction Date | | |Y | | |

|Transaction Detail ID | | |Y | | |

|Transaction Handling Code | | |Y | | |

|Transaction Purpose | | |Y | | |

|Transaction Reference Number | | |Y | | |

|Transaction Set |Y | | | | |

|Transaction Set Control Number | | |Y | | |

|Transaction Set Header | | |Y | | |

|Transaction Set Identifier Code | | |Y | | |

|Transaction Set Purpose Code | | |Y | | |

|Transaction Set Rejected | | |Y | | |

|Transaction Set Trailer | | |Y | | |

|Transaction Totals | | |Y | | |

|Transaction Tracking ID | | |Y | | |

|Transceiver | | |Y | | |

|Transferred | | |Y | | |

|Transformer Loss Factor | | |Y | | |

|Transformer Loss Multiplier | | |Y | | |

|TRN | | |Y | | |

|TXI | | |Y | | |

|Type of Adjustment | | |Y | | |

|UET | | |Y | | |

|Ultimate Location | | |Y | | |

|Unique Number | | |Y | | |

|Unit of Measure | | |Y | | |

|Unit of Measure for Quantity | | |Y | | |

|Unit or Basis for Measurement Code | | |Y | | |

|Universal Time Coordinate | | |Y | | |

|Unmetered | |Y | | | |

|Unmetered Services | |Y | | | |

|Unmetered Services Detail | |Y | | | |

|Unmetered Services Summary | |Y | | | |

|Usage | | |Y | | |

|Usage Cancellations | | |Y? | | |

|Usage Category | | |Y | | |

|Usage Code | | |Y | | |

|Usage Cross Reference Number | |Y | | | |

|Usage Detail category | |Y? | | | |

|Usage ID | |Y | | | |

|Utility | |Y | | | |

|UUID | |Y | | |Usage ID |

|Valid Values | | | |Y | |

|Verified Receipts | | |Y | | |

|Wallpacked Mercury Vapor | | |Y | | |

|Warning Sirens | | |Y | | |

|Watt | | |Y | | |

|Watts | | |Y | | |

|Western States Coordinating Council | | |Y | | |

|Write-off | |Y | | | |

|Write-off Acct ID | | |Y | | |

|Write-off Amount | | |Y | | |

|Write-off Date | | |Y | | |

|Yes | | |Y | | |

|ZIP Code | | |Y | | |

IR/TEIS Candidates for Glossary

The following concepts are global with respect RXQ books (e.g. 3, 8, 9). Since they will be ‘related standards’ in many if not all books, RXQ should consider moving these terms into a central location (Glossary?). Or as MBP’s somewhere?

Customer ID

The ‘Customer ID’ data element is the unique identification of a Customer in a marketplace. In all NAESB market models, the Distribution Company assigns the Customer ID to a Customer.

Two models are supported for Customer ID:

• Account Number of the Distribution Company. In this marketplace model, the account number of the Distribution Company defines the unique Customer ID for a Customer.

• Service Delivery ID. In this marketplace model either a Distribution Company defines the unique Customer ID for a Customer using the ID for the service delivery location (e.g. ESI ID).

In cases where the Customer is not assigned to a Supplier, an additional data element is required to confirm that the Customer ID provided is correct. The ZIP Code for the Customer must be provided whenever the Supplier is not the Supplier of Record. This includes both Customer Information requests as well as initial enrollment requests.

Old Customer ID

NAESB marketplaces provide a vehicle in case a Distribution Company needs to change the Customer ID key for a Customer. For example, if the Distribution Company implements a new CIS system, they may need to assign new account numbers. If the Distribution Company uses this Account Number as the Customer ID, some cross-reference is needed between the old Customer ID and the new one. The Distribution Company should provide both the Old Customer ID and the current Customer ID in transactions for 90 days.

Non-Billing Party Account ID

NAESB marketplaces require Billing Parties and Registration Agents to store the Non-Billing Party Account ID if provided by the Non-Billing Party. For example, when a Supplier enrolls a Customer, they must include the Customer ID, but may also choose to include their Account ID from their internal systems. If provided, this Account ID should be echoed in all future transactions.

Commodity Service Type

NAESB marketplaces allow only one type of commodity (i.e. electric or gas) in a transaction.

Sender, Receiver, Distribution Company, Supplier, Registration Agent, Billing and Non-Billing Party

NAESB standards support transactions flowing in multiple directions, including:

• Usage can flow from Distribution Company to Registration Agent, Registration Agent to Supplier, and Distribution Company to Supplier

• Invoices and Payments can flow from Distribution Company to Supplier and Supplier to Distribution Company

NAESB practices are often worded using defined terms Billing Party and Non-Billing Party. While the Data Dictionary retains these terms, the Technical specifications (X12) do not use these terms and rather require that parties define themselves and their trading partners in each transaction as both:

a) the type of entity (e.g. Distribution Company), and

b) whether the defined entity is the sender/submitter, or receiver.

Entity ID

Supplier Entity ID, Distribution Company Entity ID, Sender Entity ID, Receiver Entity ID, Billing Party Entity ID, Non-Billing Party Entity ID

NAESB marketplaces require trading partners to use Entity ID’s in inner and outer transaction envelopes, including name segments such as the X12 N1 and NM1.

See ‘Entity Common Code ID’ in ‘Related Standards’ for more information.

Usage ID Cross Reference

The Usage ID data element serves as a cross reference between the Usage and the associated Invoice and Payment

In X12, these data elements are used for the cross-reference:

• 867 – BPT02 – This document establishes the Usage ID cross reference number.

• 810 – BIG05 – This document must have the cross reference number from the respective 867.

• 820 – REF6O (letter O) – When making the other party whole, the 820 to the non-billing party must also include the cross reference number from 867/810 document.

Service Period, Start Date, End Date

NAESB energy marketplaces use the Service Period to define discrete units. Usage is created and if necessary cancelled by Service Period dates, which include a Start Date and an End Date. Invoices are created, and if necessary cancelled, using the Service Period originally defined in the Usage transaction.

Restatements of both Usage and Invoice transactions are done using a new Service Period, which creates a new discrete unit.

Service Periods should be overlap from month to month. For example, last month’s Service Period End Date should equal this month’s Service Period Start Date.

Example:

| |Service Period Start Date |Service Period End Date |

|First Report |DTM~150~20050501 |DTM~151~20050601 |

|Second Report |DTM~150~20050601 |DTM~151~20050701 |

Meter exchanges

Usage information is divided into two separate reports when a meter is exchanged:

• The first report starts with the Service Period Start Date and ends with the Meter Exchange Date

• The second report starts with the Meter Exchange Date and ends with the Service Period End Date

??since overlap, which report gets overlapped date?

Example:

| |Service Period Start Date |Meter Exchange Date |Service Period End Date |

|First Report |DTM~150~20010101 |DTM~514~20010114 | |

|Second Report | |DTM~514~20010114 |DTM~151~20010128 |

Party Sending Bill & Calculating Charges

Technical specifications often require data elements that define billing model for the defined Customer. The table below summarizes the use of the Billing Party and Party Calculating Charges data elements, using X12 as an example.

|Billing Model |Bills |

| |Customer |

|K1 Kilowatt Demand (kW) |[nnn] Number of minutes from 001 to 999 |

|K2 Kilovolt Amperes Reactive Demand (kVAR) |DAY Daily |

|K3 Kilovolt Amperes Reactive Hour (kVARH) |MON Monthly |

|K4 Kilovolt Amperes (kVA) | |

|KH Kilowatt Hour (kWh) | |

Examples:

KHMON kiloWatt hours Per Month

K1015 kiloWatt demand per 15 minute interval

Clearinghouse v. Registration Agent v. ERCOT

For usage, ERCOT collects all usage from meter reading entity, takes a part of the usage transaction for settlement purposes, then forwards usage to supplier.

For enrollment, ERCOT serves as registration agent for service location, deciding supplier of record.

Do we need a consistent term? Or multiple terms?

Should ERCOT only be used when specifically talking about Texas (ie except for codes, rarely since our standards are generic)? Can we leave references to ERCOT as an example?

Electronic Data Interchange

Meter Reading Entity

Interval Data Recorder (IDR); Interval Meters

IR/TEIS Candidates for Book-Specific Definitions

Depending on direction by BPS/EC, these terms need definitions either for a) glossary or b) Book 3

|Current Capitalized Term |Definition |

|Abundance | |

|Abundance of Consumption | |

|Account Number | |

|Additive/Master | |

|Additive/Subtractive Metering Only | |

|Adjustment to Last Bill | |

|Assumed Receivables | |

|Beg / End Actual | |

|Beg / End Estimated | |

|Beg Actual / End Estimated | |

|Beg Estimated / End Actual | |

|Beginning Reading | |

|Bill Ready | |

|Billing & Payment | |

|Billing Party Entity ID | |

|Billing Party Name | |

|Branch Location | |

|Budget Billing | |

|Clearinghouse | |

|Customer Name | |

|Customer Name Overflow | |

|Demand Information Only | |

|Distribution Company Entity ID | |

|Distribution Company Name | |

|Document Due Date | |

|Ending/Single Reading | |

|Entity ID | |

|Final Invoice | |

|Intermediate Peak | |

|Interval | |

|Interval Data Recorder Meters | |

|Interval Date | |

|Interval Detail | |

|Interval End Date Time | |

|Interval Meter Channel Number | |

|Interval Meter Read Ending/Single | |

|Interval Meter Read Power Factor | |

|Interval Summary | |

|Interval Time | |

|Interval Usage Summary Across Meters | |

|Invoice | |

|Invoice | |

|Invoice Cancel | |

|Invoice Original | |

|Late Payment Charge | |

|Master Meter | |

|Master/Additive | |

|Master/Additive/Subtractive | |

|Master/Subtractive | |

|Meter Consumption Type | |

|Meter Multiplier | |

|Meter Number | |

|Meter Reading Entity | |

|Meter Role | |

|Meter Type Definition | |

|Metering Interval Reported for Billing Purposes | |

|Mid Peak (same as intermediate peak)? | |

|Monthly Billed Summary | |

|Net Interval Usage Summary | |

|Non-Billing Party Account ID | |

|Non-Billing Party Entity ID | |

|Non-Billing Party Invoice Due Date | |

|Non-Billing Party Rate | |

|Non-Billing Party Rate Class | |

|Non-Billing Party Rate Subclass | |

|Non-Billing Party Regulatory Messages | |

|Non-Billing Party Required Messages | |

|Non-Interval Consumption | |

|Non-Interval Detail | |

|Non-Interval Summary | |

|Number of Dials / Digits | |

|Off Peak | |

|Old Customer ID | |

|On Peak | |

|Original Invoice ID | |

|Original Usage ID | |

|Party Calculating Charges | |

|Party Calculating Non-Billing Party Charges | |

|Party Sending Bill | |

|Payment Notification | |

|Power Factor | |

|Power Region | |

|Primary Metering Indicator | |

|Rate Class | |

|Rate Subclass | |

|Receiver | |

|Receiver Entity ID | |

|Service Location Street Address | |

|Service Period | |

|Service Period End Date | |

|Service Period Start | |

|Service Period Start Date | |

|Submitter | |

|Submitter Entity ID | |

|Submitter Name | |

|Subtracted Fast Missing | |

|Subtractive/Master | |

|Subtractive;Additive;Ignore | |

|Summary | |

|Summary Level | |

|Supplier Entity ID | |

|Totalizer/Total/Max | |

|Unmetered | |

|Unmetered Services | |

|Unmetered Services Detail | |

|Unmetered Services Summary | |

|Usage Cancel | |

|Usage Detail Category | |

|Usage ID | |

|Usage Original | |

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