Welcome Dave Frizzell!

There’s a new QA specialist in town, so we hope you’ll join us in welcoming Dave Frizzell to the EnSite Quality Assurance team. Dave is an Omaha native with 20 years of coding experience in all the best languages, including .NET, VB and C#, among others. (I’ll just say “wow,” we’ve got an asset here.) If that’s not enough, he’s a family man with three children, seven grandkids, two dogs, and a penchant for handyman projects plus the occasional round of golf. Well-rounded!

Welcome Dave!

Safari Data Extracts: Your Data at Your Command

One advantage of a relational database system like EnSite Safari Suite is the ready availability of Safari data—data that is organized, normalized, and accessible via our base product Data Extracts. For Safari Version 4.19, we’ve added no less than seven new Data Extract protocols to the base system, allowing energy marketers unprecedented access to essential customer and operational data.

Read on to learn a little about each of the seven new Data Extract offerings. To learn more, just review Safari Help for Safari 4.19, or the Safari 4.19 Release Notes (available online now).

Article Image

Contract Detail Extract – this extract provides much of the same data as the current Contracts extract. An advantage of the Contract Detail extract is that it reports on all contracts for all Utilities (the Contracts extract is created for a specified Utility).

Billed Extract – the Billed Extract reports on invoice data by Utility similar to the existing Invoice Register report. However, the Billed Extract also includes additional column data not available in the Invoice Register report such as Billing Method, Price Type, Customer Type, and more.

Unbilled Extract – the Unbilled Extract provides users an estimate for month-end totals  on as-yet unbilled revenue, units and fees for the month. The extract logic looks at the “last bill” for customers relative to the month selected, then constructs estimated usage/revenue data for the month or the remaining days of the report month based on the usage dates for the customer’s latest invoice (up to the closing date for the selected month). For example, if the extract month is November and an Account’s “last posted invoice” has an End Date of 11/21, the extract will present projected unbilled units, revenue and fees for the nine remaining days in November, plus projected totals for November.

GL Extract – the GL Extract provides robust GL data to complement the existing Daily GL Report. The GL Extract selects all AR data for the selected GL month and organizes results by GL Account. The extract lists individual transaction detail comprising the total dollars for each GL Account and provides GL Account summaries ready to export to Journal Entries in the user’s Accounting system. The GL Extract also supports an optional “lookup” function that can provide more refined GL data results.

User Permissions Extract – the User Permissions extract allows users to monitor permission settings for all users in a single spreadsheet format. The extract lists each Safari User and is ordered by user Last Name. A Safari User will appear once in the extract for each screen or subscreen to which the user has permissions.

Credit Limit Monitor (Extract) – the Credit Limit Monitor reports on Credit limits and outstanding balances for active Customers, providing users a review of Customer credit limits versus their actual AR balances in spreadsheet format for a user-provided date.

Rate Code Extract (EDI) – For EDI customers, the Rate Code Extract provides users with a list of Rate Ready Accounts and their Contract pricing, including Rate Code, along with other information intended to assist users in analyzing Rate Code pricing trends.

Welcome Kari!

Please join us in welcoming Kari Ladd to the EnSite development team! Kari is a highly experienced programmer with 12 years of experience in a wide variety of environments, from front end to database to Web. She’s  proficient in .NET, C# and SQL. Yes! A graduate of prestigious Coe College in Cedar Rapids, Kari is an avid gamer (duh), movie buff, and all-around cat lover. That is so cool with us! We’re very glad to have Kari aboard to tackle our growing project list for 2017 and beyond. Welcome Kari!

Safari 4.19 Preview: Energy Contract Pricing

Users of EnSite Safari Suite know energy contract pricing is a cornerstone of energy sales management. Safari Contracts support complex energy pricing and unit management for natural gas and electricity, a key component of success in retail energy sales. A host of features make complex energy billing with Safari manageable, efficient, and highly audit friendly.

Safari users also know that the Contract interface is constantly evolving, and that’s especially true for our latest release of Safari Version 4.19. Read on to find out more about the latest innovations in Safari energy contract pricing and management.

New Price Type Management Dialog Box

The Exhibit Pricing Details screen has been enhanced to include a new, separate dialog box for the management of pricing assigned for the exhibit. This  “isolates” the Price Type management functions in the screen’s upper grid from functions at the screen’s lower grid. This enhancement greatly reduces the likelihood of user errors and system errors that can be caused by the screen’s two grids being simultaneously available for editing.

EnSite Safari Suite Energy Contract Pricing Interface

View Pricing Rate Details from the Pricing Screen

On the Exhibit Pricing Details screen and the Charges tab of the Add/Edit Contracts screen, where Index/Rate Names are displayed, users can now double-click the Rate Name to open the applicable Rate screen to show the Rate and its Values.

The applicable Rate shown at the Contract Pricing grid or the Charges tab may be a Pricing Rate, Tariff Rate or Pipeline Rate, or the Composite Rate for a Composite Pricing Index. If a Rate is double-clicked at one of these locations, the appropriate Rate screen opens. If the rate is a Composite rate, a user can double-click the individual Rates (under the Component Name column at the Composite Pricing Index screen’s lower grid) to open the Pricing Rates screen to see the Pricing Rate’s values.

EnSite Safari Suite Energy Contract Pricing Interface

Copy Energy Contract Pricing from Source Spreadsheets

Entry of energy Contract Pricing has been enhanced for Version 4.19 to allow the user to set up prices and volumes in a spreadsheet and then transfer the entries to the Exhibit Pricing Details screen using standard copy and paste methods.

EnSite Safari Suite Energy Contract Pricing Interface

 

Welcome Neeta Jeyaram!

EnSite is pleased to welcome Neeta Jeyaram as our brand new Sr. Database Administrator! Neeta has an impressive background in SQL Server database administration, as well as past gigs managing financial data systems and as a business analyst. She also brings an MS in Information Technology to the table from nearby University of Central Missouri.

Neeta, husband Pete and their young daughter live in Omaha and enjoy exploring the local “scene” – our many fine restaurants, farmers markets and the like – as well as travel and movies. I’m told a new dog might also be in the picture! We’re confident that Neeta will be instrumental in helping EnSite increase efficiencies and explore new opportunities in data  management. Says Neeta, “I look forward to learning, working and building amazing software with the wonderful team here!”

Thanks Neeta, and welcome!