1. Market and Interface Training (MIT)
Daniel Wyatt, Mark Williams, Ricardo Wissmann-Alves, Lee Godfrey

2. Welcome
Welcome to Interface Training (Retail), this training is the second component of Market and Interface Training (MIT).
Housekeeping
Plan for the day
Course outline
Objectives
Introductions

3. Housekeeping

4. Plan for the day Arrival 09:00 – 09:30 Morning session 09:30 – 11:00
Morning break
11:00 – 11:15
Mid-morning session
11:15 – 12:30
Lunch
12:30 – 13:30
Afternoon session
13:30 – 15:00
Afternoon break
15:00 – 15:15
Mid-afternoon session
15:15 – 16:30

5. Course outline Session Topic Day one Morning session CMOS Overview
Mid-morning session
Register a new Supply Point and:
Manage Notifications
List Open Transactions
Business Transactions
Afternoon session
Meters and Meter Readings
Mid-afternoon session
Maintaining Market Data
Day two
Registration Transfers
Submitting a Transfer Application
Cancelling a Transfer
Erroneous Transfers

6. Objectives
The purpose of Interface Training is to ensure that all applicants understand and can use the operational interfaces which will be used to interact with the CMOS portal.
By the end of this session, attendees will be able to:
Log on to the CMOS portal, understand general principles and use system transactions;
Use the CMOS portal to register a SPID and make it TRADABLE.
Use the CMOS portal to update meter details and submit meter reads
Use the CMOS portal to maintain Supply Point data
Use the CMOS portal to transfer a Supply Point

7. Introductions

8. CMOS General Overview

9. Central Market Operating System - CMOS
MOSL
Wholesalers
Retailers

10. High VoIume Interface (B2B)
CMOS functions
Market Operator
Retailers
Whole-salers
Other
3rd Parties
Market Portal
High VoIume Interface (B2B)
System to System messaging
CMOS Portal (Low Volume Interface)
Reports
Administration
Participant Management
Configuration Management
Market Information
Search and View
Submit transactions
List open transactions
Manage Notifications
Content
Settlements
Tariffs
FTPS
Automated delivery of scheduled reports
System monitoring
Supply Points and associated data
Meter and
meter reading data
Grid Fee Billing:
financial settlement, calculation of charges
Sector Test System
Data Migration

11. Security
As a CMOS Portal user, you must have an organisation certificate on your desktop / laptop
And you must have a userid and password for log in

12. Log in screen

13. High VoIume Interface (B2B)
Scope of training
Market Operator
Retailers
Whole-salers
Other
3rd Parties
Market Portal
High VoIume Interface (B2B)
System to System messaging
CMOS Portal (Low Volume Interface)
Reports
Administration
Participant Management
Configuration Management
Market Information
Search and View
Submit transactions
List open transactions
Manage Notifications
Content
Settlements
Tariffs
FTPS
Automated delivery of scheduled reports

14. CMOS Home page – Main menu

15. CMOS Home page – non-admin user

16. Market Information menu

17. Settlement menu

18. Functions for every user
Password management:
Change Password (Home page)
Forgot user name? (Log in page)
Forgot password? (Log in page)
Log off (Home page)

19. Search Market Information - Principles
Eligible Premises with:
Supply points (water, sewerage) and their service components
Discharge points
Meters and meter reads

20. Search Market Information - Principles
enter criteria and search
Premises List
Go to a view screen (select):
Premises view
Supply points view
Meters view Or
Discharge points view
Select Sub-group
(default Core data subgroup open)
Start Transaction Txyz, TCORRxyz

21. Search Market Information - Criteria

22. Search Market Information - Criteria
Address must contain either 5 characters or a Street Number
Street Number is only allowed in combination with Postcode

23. Search Market Information - Criteria
Meter Manufacturer only allowed together with Meter Serial Number

24. Search Market Information - Criteria
Constraints minimum length 2 5 5 6 6 6 6 3 6

25. Search Market Information – Search Result

26. Search Market Information – choose a Premises

27. Search Market Information – Go to view screen

28. Search Market Information – Go to view screen
Push a button to go to:
Premises,
Water Supply point,
Sewerage Supply point,
Meter or
Discharge point

29. Search Market Information – Go to view screen

30. View Market Information – screen layout

31. View Market Information – screen layout

32. View Market Information – screen layout

33. Getting started with CMOS Search and View Market Information
Introduction
Getting started with CMOS
Search and
View Market Information
View Business transactions
Processing inbound transactions
Wrap-up

34. View Market Information – screen layout
Logged in as Wholesaler

35. View Market Information – screen layout
Logged in as Retailer

36. View Market Information – screen layout

37. View Market Information – screen layout

38. View Market Information – screen layout

39. View Market Information – screen layout

40. View Market Information – screen layout

41. View Market Information – screen layout

42. Market Information Menu – T101 and T104
Transactions available in the Market Information menu:
Submit a new Supply Point (T101.W)
Install a non-market Meter (T104.W)
Reason:
no premises available, not possible via Search and View Market Information

43. Market Information menu – other functions
List Open Transactions
Transactions in the Open Transaction List are waiting for you. You must action them within a time frame (dictated by the business process) for the process to continue.
Manage Notifications
Peek - Viewing a notification from the Market Operator.
De-queue - Removing a notification from the notification list.

44. Settlements menu Tariffs Principles Search Tariffs Create Tariff
Search Time Tables
Principles
apply in a similar way as for Market Information
Search  View  Update
Create if new

45. Settlements menu

46. Settlements menu – Search Tariffs

47. Settlements menu – Search Tariffs

48. Settlements menu – Search Tariffs

49. Settlements menu – Search Tariffs

50. Settlements menu – Create Tariff

51. Settlements menu – Search Time Tables

52. Which functions can I perform
as and End User?
Predefined roles
Portal user
Market Info user
End User
Settlement user
And/Or specific defined roles by your Admin

53. Predefined roles End User
Wholesaler / Retailer roles
Allowed functions
Portal User Wholesale / Retail
Default needed for any user
Change password, Forgot user, Forgot password
Search Organisations and view own organisation
Search Contacts and view contacts own organisation
Market Info User Wholesale / Retail
Search Market information
List Open Transactions
Manage Notifications
Txxx.W / Txxx.R
Settlement User Wholesale
Search, view, create, update, import Tariffs

54. Which functions can I perform
as a Contract Manager?
Predefined roles
Portal user
Portal Contract Manager
Contract Manager
Market Info Contract Manager
Settlement Contract Manager
And/Or specific defined roles by your Admin

55. Predefined roles Contract Manager
Wholesaler / Retailer roles
Allowed functions
Portal User Wholesale / Retail
Default needed for any user
Change password, Forgot user, Forgot password
Search Organisations and view own organisation
Search Contacts and view contacts own organisation
Portal Contract manager
Wholesale / Retail
Agreements (phase 2)
Market Info Contract Manager Wholesale / Retail
Search Market information
List Open Transactions
Manage Notifications
TCORRxxx.W / TCORRxxx.R
Settlement Contract Manager Wholesale
Search, view, authorise Tariffs

56. Demonstration Logging On Search Market Information
View Market Information
View Premises/Supply Point/DPID/Meter tabs
Sub-groups
Frames and Transactions
Navigation buttons
Open Transactions List
Searc Tariffs
Create Tariff
Search Time Tables

57. Quiz

58. Break
15 minutes

59. New Supply Point – Partial Registration & Core Customer Data (Retailer)

60. Agenda for this session
MOSL plan
Agenda for this session
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions

61. Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point & Core Customer Data
New Supply Point
Initiated by the Wholesaler
Manage Notifications (Market Information Menu)
Notify New SPID (T102.M)
Peek and Dequeue
List Open Transactions (Market Information Menu)
Select ‘Step Type’ to open the transaction screen

62. Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point & Core Customer Data
New Supply Point – List of Open Transactions
Submit Partial Registration Application/Rejection (T103.R)
Submit Core Customer Data (T132.R)
Update Billing Address (T156.R)
Submit Yearly Volume Estimate (T146.R)
Update Retailer Meter Location Data (T160.R)
Update Occupancy Status (T112.R)
Market Operator notifies Wholesaler(Txxx.M)

63. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Business Process definition: A business process is supported by a chain of related business transactions which must be exchanged in a certain order between one or more market participants and the market operator using CMOS.
These transactions can be exchanged via the HVI (B2B) channel or using the CMOS Portal.
The market function is started by submitting the first transaction in the chain, the initiating transaction.

64. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Simple Example of a Business Process: Update Occupancy Status.
Initiating transaction, starts process
Retailer CMOS
T112.R Update Occupancy Status

65. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Simple Example of a Business Process: Update Occupancy Status.
Initiating transaction, starts process
Retailer CMOS
T112.R Update Occupancy Status
Validation

66. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Simple Example of a Business Process: Update Occupancy Status.
Retailer CMOS
T112.R Update Occupancy Status
Initiating transaction, starts process
Validation
Retailer CMOS
T109.M Accept (or Reject)
The process is ended by a T109.M Reject or

67. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Simple Example of a Business Process: Update Occupancy Status.
Retailer CMOS
T112.R Update Occupancy Status
Initiating transaction, starts process
Validation
Retailer CMOS
T109.M Accept (or Reject)
The process continues by a T109.M Accept
Relevant TPs CMOS
T112.M Notify Occupancy Status
and is ended by a T112.M Notify transaction

68. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
Simple Example of a Business Process: Update Occupancy Status.
Retailer CMOS
T112.R Update Occupancy Status
View Business Transactions
Retailer CMOS
T109.M Accept (or Reject)
Relevant TPs CMOS
T112.M Notify Occupancy Status

69. Overview of Registering a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Overview of Registering a New Supply Point
Business Transactions
What can you see via the Business Transactions view screen?
All inbound and outbound transactions belonging to a business process
Every transaction can be submitted via the CMOS Portal or via HVI (B2B)
Any business process has its own process dossier with all transactions steps in there

70. Demonstration – Accepting/Rejecting a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Demonstration – Accepting/Rejecting a New Supply Point
Manage Notifications
Market Information Menu – Manage Notifications
T102.M (Notify New SPID) – Peek and Dequeue
Check SPID Status
Search Market Information
List Open Transactions
Market Information Menu – List Open Transactions
Accept the SPID and submit Core Customer Data & Billing Address
Business Transactions
Search Market Information – Select the SPID

71. Exercise – Accepting a New Supply Point
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Exercise – Accepting a New Supply Point
Manage Notifications
Navigate to ‘Manage Notifications’ and peek any available message
Check SPID Status
Search for the SPID assigned to you on the ‘Market Information’ Menu (Search Market Information)
Select either the Water or Sewerage SPID
What is the SPID status?
List Open Transactions
Navigate to ‘List Open Transactions’ and search for the SPID assigned to you
Accept the new Supply Point setting its status to ‘Partial’ (T103.R)
Search for the SPID (in Search Market Information) and check SPID status
Submit T132.R and T156.R
Check SPID Status and the Business Transactions

72. Quiz

73. Break
60 minutes

74. Demonstration – Submitting YVE and Updating Meter Location
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Demonstration – Submitting YVE and Updating Meter Location
Market Information
Search Market Information
Select SPID – Meters tab
Meter Chargeable Data tab: Submit YVE (T146.R)
Meter Non-Chargeable Data tab: Submit Update Meter Location (T160.R)

75. Exercise – Submitting YVE and Updating Meter Location
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Exercise – Submitting YVE and Updating Meter Location
Market Information
Search Market Information for the Water SPID assigned to you
Select Water SPID and Meters tab
Select the Meter Chargeable Data tab: Submit YVE (T146.R)
Select the Meter Non-Chargeable Data tab: Submit Update Meter Location (T160.R)

76. Demonstration – Submitting a Meter Read
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Demonstration – Submitting a Meter Read
Market Information
Search Market Information
Select SPID – Meters tab
Meter Readings tab: Submit Meter Read (T105)

77. Exercise – Submitting a Meter Read
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Exercise – Submitting a Meter Read
Market Information
Search Market Information for the SPID assigned to you
Select the Water SPID
Go to Meters tab and select the Main Meter
Go to Meter Readings tab and submit a Cyclic Meter Reading

78. Summary Today we learned:
Overview of Registering a New Supply Point & Core Customer Data
Registering a New Supply Point & Core Customer Data - demonstration
Exercise – practice Registering a New Supply Point & Core Customer Data
Summary and questions
Summary
Today we learned:
How to accept a New SPID and set it to ‘Partial’
How to add Core Customer Data
How to update Billing Address
How to submit the YVE
How to update Meter Location
How to submit a Meter Reading
How to check the SPID Status
Business Transactions
How the SPID registration process works in the system

79. ? Overview of Maintenance Transactions
Maintaining Premises and Supply Point data - demonstration
Exercise – practice maintaining data
Summary and questions ?

80. Quiz

81. Break
15 minutes

82. Maintaining Market Data (Retailer)

83. Agenda for this session
MOSL plan
Agenda for this session
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions

84. Maintaining Premises data
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Maintaining Premises data
Eligible Premises
“premises other than Household Premises and which may be identified as eligible premises in light of any Eligibility Guidance.”
Core data
T132.R - Submit Core Customer Data
T112.R - Update Occupancy Status - TCORR112.R
Submitting a Vacancy Change Application
T134.R - Vacancy Change Application
T162.R - Vacancy Change Application Confirmation or Cancellation (access from open transaction list)

85. (if not same as Water Retailer)
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Sewerage Retailer
(if not same as Water Retailer)
Market Operator
Occupancy Owner
(Water Retailer)
Occupancy Status:
OCCUPIED
Premises occupied
Occupancy Status:
VACANT

86. (if not same as Water Retailer)
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Sewerage Retailer
(if not same as Water Retailer)
Market Operator
Occupancy Owner
(Water Retailer)
Validation:
SPID tradable
Premises Vacant
Cryptographic hash
Within 20
Business Days
T134.M Vacancy Change Grace Period Notification
Meter size > 30mm = > 22 BDs
Meter size = 25mm => 45 BDs
Meter size <= 20mm => 65 BDs
T134.R
Vacancy Change Application:
Re-validation
OK/
Cancelled
Provide Evidence of Vacancy Change (within 2 Business Days)
T161.M
Vacancy Change Application Notification OK
Challenge Vacancy Change, providing evidence, within 17 Business Days of Grace Period ending
Within 22 Business
Days if unchallenged.
Within 82 Business
Days if challenged
Appoint independent expert if trading parties can not agree
T162.R
Vacancy Change Application Confirmation or Cancellation
Occupancy Status = OCCUPIED

87. T108.R - Transfer Registration Application
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Supply Point
“subject always to Section 4.2.2(c) and (d) of the Market Terms, in relation to any Eligible Premises, the point at which Water Services or Sewerage Services are provided and (to avoid doubt):
any Eligible Premises that receives both Water Services and Sewerage Services shall have two (2) Supply Points;
and
any Eligible Premises that receives either Water Services or Sewerage Services only shall have one (1) Supply Point.”
Core data
T108.R - Transfer Registration Application
T141.R - Erroneous Transfer Application
T110.R - Registration Cancellation (access from open transaction list)
T142.R - Submit Erroneous Transfer Acceptance/Rejection (access from open transaction list)
Billing Address data
T156.R - Update Billing Address

88. Calculated Discharges
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Discharge Point
in relation to any Eligible Premises, the point at which Trade Effluent Services are provided and (to avoid doubt):
Discharge Point will always relate to a Sewerage Services Supply Point; and
Sewerage Services Supply Point may have more than one Discharge Point related to it.
Calculated Discharges
T125.R - Submit Calculated Discharge Volumes
TCORR125.R

89. Maintaining Service Component and Discharge Point data
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Demonstration
Maintaining Service Component and Discharge Point data
Premises data
T132R - Submit Core Customer Data
T112.R - Update Occupancy Status
Supply Point data
T156.R - Update Billing Address

90. Maintaining Service Component and Discharge Point data
Overview of Maintenance Transactions
Maintaining market data - demonstration
Exercise – practice maintaining data
Summary and questions
Exercise
Maintaining Service Component and Discharge Point data
Premises data
T132R - Submit Core Customer Data
T112.R - Update Occupancy Status
Supply Point data
T156..R - Update Billing Address

91. ? Thank you – Any questions? Introduction Maintaining Premises data
Maintaining Supply Point data
Maintaining Discharge Point data
Wrap-up and questions
Thank you – Any questions? ?

92. Summary Day 1 CMOS Overview and getting started
Registering a New Supply Point
Overview
Partial registration application/rejection and core customer data
Submitting a yearly volume estimate and updating the meter location
Meter Reads – Submitting a Meter Read
Maintaining Supply Point Data

93. Quiz

94. Registration Transfers (Retailers)

95. Today’s agenda MOSL plan Transfers overview
Demonstration - Transfer s and cancellation
Exercise –
transfer and
cancel a Transfer
Erroneous
Transfers
overview
Demonstration
– Erroneous Transfer application and Accept/Reject
Exercise -Erroneous Transfer application and Accept/Reject
Summary and questions

96. CMOS Customer Incoming Retailer Market Operator Outgoing Retailer
T108 Submit
registration
transfer
Notify
transfer
application
CMOS
Cancellation
window
Contract
Manager
Contract
Manager
5 days
T110 Submit
transfer
cancellation
T110 Submit
transfer
cancellation No
cancellation
= transfer
Cancellation
= no transfer
Transfer
window
Day
6 to 20

97. Submitting and Cancelling a Registration Transfer Application
Demonstration
Submitting and Cancelling a Registration Transfer Application
Registration Transfer
T108.R Registration Transfer Application
Cancelling a Registration Transfer
T110.R Cancel Registration Transfer

98. Submitting and Cancelling a Registration Transfer Application
Exercise
Submitting and Cancelling a Registration Transfer Application
Registration Transfer
T108.R Registration Transfer Application
Cancelling a Registration Transfer
T110.R Cancel Registration Transfer

99. Quiz

100. Break
15 minutes

101. CMOS Incoming (current) Retailer Market Operator Outgoing (original)
Erroneous
transfer
window
T141 Submit
erroneous
transfer
Notify
erroneous transfer
application
RSD
+ 3
months
CMOS
Accept /
reject
window
Contract
Manager
10 days
Notify
accept / reject for
erroneous transfer
T142 Submit
accept / reject
erroneous transfer
Accept
= transfer back to
original Retailer
Reject
= leave with
current Retailer
Notify
rejection of
erroneous transfer
No response
= leave with
current Retailer

102. Submitting and Accepting/Rejecting an Erroneous Transfer Application
Demonstration
Submitting and Accepting/Rejecting an Erroneous Transfer Application
Erroneous Transfer Application
T141.R Registration Transfer Application
Accept/Reject an Erroneous Transfer Application
T142.R Cancel Registration Transfer

103. ?
Feedback

104. Quiz

105. End of Course Review Review of Objectives
Log on to the CMOS portal, understand general principles and use system transactions;
Use the CMOS portal to register a SPID and make it TRADABLE.
Use the CMOS portal to update meter details and submit meter reads
Use the CMOS portal to maintain Supply Point data
Use the CMOS portal to transfer a Supply Point
End of Course Quiz
Feedback Survey
Attendance Form for Market Entry Assurance
Lunch

106. Quiz

107. The End Feedback Survey Attendance Form for Market Entry Assurance
Lunch