Managing Tariffs

Create and manage tariff rate structures in UMS with the Tariff Creation Wizard — used to validate invoice charges and run brokerage commission calculations.

Tariffs define the rate structures that energy retailers charge. They are essential for invoice validation and brokerage calculations.

Viewing tariffs

Navigate to the Tariffs page from the sidebar.

Creating a tariff

Tariffs are typically created from within an agreement’s Tariffs tab.

1. Open the agreement detail page

   Navigate to an agreement’s detail page.

2. Open the Tariffs tab

   Click the Tariffs tab.

3. Start the Tariff Creation Wizard

   Click New Tariff to open the Tariff Creation Wizard.

Tariff wizard steps

1. Template selection

   Choose whether to start from an existing tariff template or create from scratch.

2. Input method

   Select how you want to enter tariff rates:

   • Manual Entry — Build the tariff structure interactively.
   • CSV Upload — Import rates from a CSV file.
3. Tariff details

   Configure the tariff group:

   • Tariff Group Name — Descriptive name for the tariff
   • Supplier — The energy retailer (pre-filled from agreement)
   • Agreement — The linked agreement (pre-filled)
   • Effective Dates — When this tariff applies
4. Rate builder (manual) or CSV import

   Manual mode:

   • Add time periods (for example, Peak, Off-Peak, Shoulder).
   • For each period, add rates with:
     • Description
     • Rate value
     • Unit (c/kWh, $/day, and so on)
     • Applicable factors

   CSV mode:

   • Upload a CSV file with columns for period, description, rate, and unit.
   • The system validates the CSV and shows any errors.
5. Review and submit

   Preview the complete tariff configuration and submit.

Key concepts

Term	Description
Tariff Group	The overall rate plan linked to an agreement
Period	A time block within the tariff (for example, Peak, Off-Peak)
Rate	An individual charge component (for example, usage rate, supply charge)
Effective Date	When the tariff rates take effect