Invalidation Overview
Invalidation is the term Sighten EverBright uses when there are changes to the inputs that will impact quote and savings values. Invalidation happens after changes are made to the customer's utility profile or system design. After modifications have been made, Sighten EverBright recalculates all impacted quotes and updates relevant information that appears on proposals and documents.
Invalidation Triggers
Invalidation can happen at multiple points when revising a customer's utility information or modifying a system . The process for invalidation differs slightly between utility and system updates. The triggers for invalidation are:
Utility Invalidation Triggers
- Changes to the utility company, territory or rate. This includes changes to a custom average rate.
- Changes to the proposed rate schedule
- Changes to a customer usage profile
System Invalidation Triggers
- Changes to an array. This includes changes to the azimuth, tilt, solar access, module and inverter type and panel deletion.
- Deleting an array
- Adding an array
Invalidation and is triggered when the following occurs:
Changes project
Changes to usage
Invalidation Results
After invalidation has happened, you will see the changes reflected in the quote page, proposals that have not been previously downloaded, and any newly generated documents. The The changes you see are dependent on the changes you make. Changes made to the utilities will update the estimated savings values and information referencing utilities on the proposal or contract. Further, if you change utility companies, the incentives applied to the quote can change if either utility has an incentive attached to it.
Changes made to the system will may update the install cost and estimated savings values displayed on the quote page. Additionally, any information that references the system will update on proposals that have not yet been downloaded or and , as well as newly generated documents.
Pro-Tip
To view the full impact of the changes made to the utility or system on the quote page, be sure to refresh to refresh the page. After After refreshing, you will see the quote values update.
Invalidation Example
After creating a quote, you realized you accidentally selected the wrong utility company and you need to make changes to the system.
Example 1: Utility Update
To begin, navigate back to the site page and update the Electric Utility, Utility Territory and Utility Rate Schedule. After you have finished making the updates, click on SAVE & CONTINUE. Sighten will update the job with the changes to the utility inputs.
Utility Before
Utility After
After clicking SAVE & CONTINUE you can go directly back to the quote page and view your updated numbers and generate a new proposal!
Example 2: System Update
After updating the customer's utility profile, you can modify the systemModifications can be made to the system design. All inputs can be changed. When you are finished updating the system, click on FILL ARRAY.
This will prompt a modal to pop-up confirming the changes made under the You made changes to section. Please note, the modal only shows pops-up for system invalidation, the modal will not appear for utility invalidation. Additionally, you can view details about the Impacted Data, by clicking on the text highlighted in blue. In the example below, the Quote data has been selected. After reviewing the changes, you can proceed with the changes click on APPLY or you can decide to CANCEL the updates.
Invalidation Modal
After hitting APPLY, the When done with the changes, make sure to click Calculate on the Project phase to save changes.
Here's an example of a projects original Quote summary before any change is made:
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The data will update (it may take a while). Here, we added 5 panels, and as the changes were saved, the Quote and Proposal phase started updating, thus the spinning wheel below. Once data is updated, the modal notifications will display a success message. You can CLOSE the modal and continue quoting!
Invalidation Success
Now that you have completed updating the utility and system you can see the changes reflected in the quote page. To To make sure you can view the changes, please refresh the page. You You will see the applicable changes reflected in the system size, the quote, savings and incentives values, and the monthly savings value on the quote tile in the Proposal section.
Quote page before invalidation
Quote page after invalidation
the proposal section.
Here's an example of the same quote page after the saved changes:
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