4D Analytics

Contracts Definition

Last updated: July 10, 2020

The Contracts Definition screen allows new energy contracts to be create and configured.

The left pane shows a tree view which displays all of the existing contracts configured for an organization.

The right pane shows the definition of the selected contract, which can be edited.

Contracts can be grouped into folders, if required, for convenience.

Each contract or tariff can be defined in detail in the right pane.

Create a New Folder

Press the New Folder button on the left pane and enter the name on the popup. Press Save when done.

Add a New Contract

In the left Tree view, select the folder, if any, you want to place the contract under and press the New Contract button. Give it a name and press Save.

After Save is pressed, the new contract will appear in the required location:

Define or Edit a Contract

  1. Select the contract on the left tree, in the left pane. Then either press the Edit Selected Contract button above (same pane) or double click on the selected contract in the tree. The current definition of the contract will be displayed in the right pane. The name of the item selected this way will be highlighted and it will display the text "[EDIT]" after its name. This contract is now editable.
  2. In right pane, press the Add Tariff Row button. Fill in details making sure there are no gaps. Check by pressing the Validate Tariff Grid button. You can add several rows with different times and costs.
  3. When complete, press Save.
  4. When you press Save, or use the Validate Tariff Grid button, the dates and times entered will be checked for gaps. If such a gap is detected, a warning message will appear. For example:
    • NB: The year is ignored in tariff calculations, so make sure the total time range of the tariff covers a whole year. It is used as a template for the current and subsequent years.

This example shows how to enter a contract that has a tariff with different day and night rates.

Note: To avoid any time gaps, 3 rows are required.

Copying Contracts

A useful feature has been provided to use an existing contract as a starting point and modify it as required, instead of starting from scratch each time.

To copy a contract:

  1. Create a new blank contract to receive the copied information.
  2. Edit the new contract.
  3. In the Contract Details pane, check that the "Name of Contract" is correct.
  4. Select where to copy from in the Copy From list.
  5. Press the Copy button.
  6. The new contract should be populated with the details from the copy.
  7. Press Save to store the new information in the new contract.
  8. Modify the new contract if required.