/
Updating the Usage Phase Restriction

Updating the Usage Phase Restriction

Owned by Rafael Gonzalez
Last updated: Jan 29, 2025
8 min read

Handled by: Software Support Team

Background: A block on the usage phase was placed on 11/7 to stop sales reps from inputting a yearly usage larger than 50,000 kWh. These jobs will require support to review the homeowner's utility bill to verify the real usage before updating the usage phase to allow yearly usage to be higher than 50,000 kWh.

Do NOT mention to the Sales Rep/Installer what the kWh limit amount is

 

Table of Content:

Process: 

Step

Action

Step

Action

1

  • Sales Representative/ Installer will try to quote a project with an annual usage above 50,000 kWh. However, the system will block it by showing the following error:

 

 

image-20241105-150623.png

“Error USG-036: The entered usage information is outside of an allowable range”

2

  • Have the sales rep/ Installer upload the homeowner's utility bills that covers the last 3 months, at a minimum, through the documents side menu.

Validate that the most recent utility bill is for a billing period within the past 31 days

 

image-20241118-160051.png

An exception can be made only if the customer has not lived in the residence for 3 billing periods. If so; we will ask for at least 1 utility bill (The most recent one)

3

  • Have the Utility Bills been uploaded?

IF YES:

 

IF NOT:

  • Notify the Sales Rep/ Installer that the only way to proceed with a project when the Historical usage exceeds the limit is by providing the homeowner’s utility bill from the last 3 months, at minimum to reflect that usage.

 

4

  • If the Utility Bill has been uploaded, then click the 3 dots next to the uploaded utility bill

 

 

  • Click on “Download”

 

 

5

  • Once you open the Utility bill, locate the Historical Usage (kWh)

 

 

(Click to see how to verify information from the Utility Bill)

 

6

  • Go to the “Usage Phase”

  • Click on “Manage Usage Profile”

    • Then click on the 3 dots next to the drop down menu and select “Duplicate”

  • From the Duplicated profile: Select the “Monthly Usage” Option from the “Edit Usage By” Drop down menu

 

 

  • Verify if All months provided on the utility bills match the values entered on the Usage Phase

 

 

  • If the value matches go to step 7

 

  • If the value is not matching enter the value from the utility bill into the corresponding box

 

 

 

  • Click on “Apply Changes”

 

 

 

7

  • Is the Error “USG-036” coming up after clicking “Apply Changes?

IF NOT:

  • That means that the annual usage is under the 20k cap.

    • Let the Sales Representative/ Installer know that this will be the value that they will have to move forward with. 

IF YES:

8

  • Click the Job Summary icon

  • Scroll down to the Support section and click the “Update Usage Limit” button

  • Once you update the usage limit Click on “Apply Changes”

  • Go to Step 9

 

9

  • Update the Usage Limit in line with what the new annual total is based on the values generated in the previous step 8

  • Click the Job Summary icon

 

 

 

  • Scroll down to the Support section and click the “Update Usage Limit” button

 

  • Click “Update”

 

  • Then go to the “Profile Name” Drop down menu and select the original profile

 

  • Go down to the “Annual Usage” and enter the new total annual value

    • Then click on Apply Changes

 

 

  • Go back to the drop-down menu and select the (copy) profile and “Archive”

    • Then; Stop

 

 

How to verify information from Utility Bills:

(Click Here to go back to main process)

 

Edison

(Click Here to go back to main process)

Category

Reference

Category

Reference

 

 

 

Homeowner’s Name

 

 

 

 

Address & Zip Code

 

 

 

 

 

 

kWh for the Month

 

 

 

 

 

Rate Schedule

 

 

 

 

 

 

Utility’s Company Name

 

 

 

 

 

 

Bill Status (Billing Period)

 

 

 

PG&E

(Click Here to go back to main process)

Category

Reference

Category

Reference

 

 

 

Homeowner’s Name

 

 

 

 

 

Address & Zip Code

 

 

 

 

 

 

 

kWh for the Month

 

 

 

 

 

 

 

 

Rate Schedule

 

 

 

 

 

 

Utility’s Company Name

 

 

 

 

 

 

Bill Status (Billing Period)

 

 

 

Green Mountain

Engine might Show this Utility as “Oncor”. However Green Mountain is part of Oncor

(Click Here to go back to main process)

Category

Reference

Category

Reference

 

 

 

 

Homeowner’s Name

 

 

 

 

 

Address & Zip Code

 

 

 

 

 

 

 

 

kWh for the Month

 

 

 

 

 

 

Rate Schedule

 

 

 

 

 

 

 

 

 

Utility’s Company Name

 

 

 

 

 

 

Bill Status (Billing Period)

 

 

 

ComEd (Commonwealth Edison)

(Click Here to go back to main process)

Category

Reference

Category

Reference

 

 

 

Homeowner’s Name

 

 

 

 

 

 

 

Address & Zip Code

 

 

 

 

 

 

 

 

 

kWh for the Month

 

 

 

 

 

 

 

 

 

Rate Schedule

 

 

 

 

 

 

 

Utility’s Company Name

 

 

 

 

 

 

 

Bill Status (Billing Period)

 

 

 

 

Ameren

(Click Here to go back to main process)

Category

Reference

Category

Reference

 

 

 

 

Homeowner’s Name

 

 

 

 

 

 

 

Address & Zip Code

 

 

 

 

 

 

 

 

 

kWh for the Month

 

 

 

 

 

 

 

 

 

Rate Schedule

 

 

 

 

 

 

 

Utility’s Company Name

 

 

 

 

 

 

 

Bill Status (Billing Period)