Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for...
Transcript of Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for...
![Page 1: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/1.jpg)
SETTLEMENT USER INTERFACES Market and Transmission
Published on 01/24/2019
By IT Settlements
![Page 2: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/2.jpg)
Southwest Power Pool, Inc.
REVISION HISTORY
DATE AUTHOR CHANGE DESCRIPTION COMMENTS
12/21/2018 IT Settlements Staff
Created initial document for UIs available in the new Settlement Management System.
Required updates for Settlement System Replacement Project.
01/24/2019 IT Settlements Staff
Added FSE Validation report
![Page 3: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/3.jpg)
Southwest Power Pool, Inc.
1
CONTENTS
Revision History ......................................................................................................................................................................... i
About This Guide ..................................................................................................................................................................... 4
Purpose ................................................................................................................................................................................... 4
Supporting Documentation ............................................................................................................................................ 4
Terminology .......................................................................................................................................................................... 5
Introduction ............................................................................................................................................................................... 7
User Access ............................................................................................................................................................................ 7
Supported Browsers .......................................................................................................................................................... 7
User Interface ............................................................................................................................................................................ 8
General Layout ..................................................................................................................................................................... 8
Navigation .............................................................................................................................................................................. 8
File Upload ............................................................................................................................................................................. 9
File Download ...................................................................................................................................................................... 9
Status Messages ................................................................................................................................................................... 9
Market Settlement – Calendar .......................................................................................................................................... 10
Placeholder – View Calendar ....................................................................................................................................... 10
Market Settlement – Bilateral Schedules ..................................................................................................................... 11
Sort and Filter Options ................................................................................................................................................... 11
Create Contract Header .................................................................................................................................................. 12
Update Contract Header ................................................................................................................................................ 13
View Contract Header ..................................................................................................................................................... 14
Approve/Deny Contract Header ................................................................................................................................ 15
End Contract Header ....................................................................................................................................................... 16
Submit Contract Profile .................................................................................................................................................. 17
View Contract Profile ...................................................................................................................................................... 19
Approve/Deny Contract Profile .................................................................................................................................. 20
View BSS Contract Details Report .............................................................................................................................. 21
View FSE Validation Report ......................................................................................................................................... 22
Market Settlement – Meter Data ..................................................................................................................................... 23
Submit Meter Data ........................................................................................................................................................... 23
View Meter Data Submission Log .............................................................................................................................. 24
![Page 4: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/4.jpg)
Southwest Power Pool, Inc.
2
View AO Calibration Report ......................................................................................................................................... 25
View MA Calibration Report ........................................................................................................................................ 27
View MA Interchange Report ....................................................................................................................................... 29
View MA Meter Report Card ........................................................................................................................................ 30
View MP Calibration Report ......................................................................................................................................... 32
View MP Interchange Report ....................................................................................................................................... 34
View MP Meter Report Card ......................................................................................................................................... 36
Market Settlement – Notification Registration ......................................................................................................... 38
Register for Notifications .............................................................................................................................................. 38
Update Registration for Notifications ...................................................................................................................... 39
Market Settlement – Results ............................................................................................................................................. 40
View AO Determinant Report ...................................................................................................................................... 40
View AO Statement .......................................................................................................................................................... 41
View AO EQR Report ....................................................................................................................................................... 42
View AO FERC EQR Report ........................................................................................................................................... 43
View MP Statement .......................................................................................................................................................... 44
View MP Invoice ................................................................................................................................................................ 45
View MP Payout Report ................................................................................................................................................. 46
Market Settlement – Miscellaneous Adjustment ...................................................................................................... 47
View Supporting Documentation ............................................................................................................................... 47
Market Settlement – Legacy System Invoices ............................................................................................................ 48
View Legacy System Invoice PDF ............................................................................................................................... 48
Transmission Settlement – Calendar ............................................................................................................................ 49
Placeholder – View Calendar ....................................................................................................................................... 49
Transmission Settlement – Input Submissions ......................................................................................................... 50
Submit Direct Assignment ............................................................................................................................................ 50
Submit Monthly Assessment ........................................................................................................................................ 51
Submit MVAR...................................................................................................................................................................... 52
Submit Network Hourly Load ...................................................................................................................................... 53
Submit NITS (Coincident Peak) .................................................................................................................................. 54
Submit Schedule 12 ......................................................................................................................................................... 55
View Submission Log ...................................................................................................................................................... 56
Transmission Settlement – Notification Registration ............................................................................................ 57
Register for Notifications .............................................................................................................................................. 57
![Page 5: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/5.jpg)
Southwest Power Pool, Inc.
3
Update Registration for Notifications ...................................................................................................................... 58
Transmission Settlement – Results ................................................................................................................................ 59
View Daily Determinant Report ................................................................................................................................. 59
View Monthly Determinant Report ........................................................................................................................... 60
View Statement .................................................................................................................................................................. 61
View Summary Report.................................................................................................................................................... 62
View Invoice ........................................................................................................................................................................ 63
View Netting Invoice ....................................................................................................................................................... 64
Transmission Settlement – Miscellaneous Adjustments ....................................................................................... 65
View Supporting Documentation ............................................................................................................................... 65
Transmission Settlement – Legacy System ................................................................................................................. 66
View Legacy System Submissions .............................................................................................................................. 66
View Legacy System Results ........................................................................................................................................ 67
Settlement – Public Data ..................................................................................................................................................... 68
View Public Data ............................................................................................................................................................... 68
Settlement – Disputes .......................................................................................................................................................... 69
Submit Dispute Request ................................................................................................................................................. 69
![Page 6: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/6.jpg)
Southwest Power Pool, Inc.
4
ABOUT THIS GUIDE
PURPOSE
The purpose of this document is to provide a Settlement User Interfaces (UIs) reference
guide for users supporting Market and/or Transmission Settlement activities. This guide
describes how to submit, and if applicable, approve input data, register for event
notifications, view reports and Settlement results (e.g. invoices, statements) via UIs
available in the Marketplace Portal.
The following areas are described in this document.
Market Settlement o Calendar o Bilateral Settlement Schedules (BSS) o Meter Data o Notification Registration o Settlement Results o Miscellaneous Adjustments o Legacy System Invoice PDFs
Transmission Settlement o Calendar o Submissions (e.g. Monthly Assessment, MVAR, Direct Assignment) o Notification Registration o Settlement Results o Miscellaneous Adjustments o Legacy System Submissions, Statements and Invoices
Settlement Public Data Settlement Disputes
SUPPORTING DOCUMENTATION
This guide, along with following documentation, fully describes the process for submitting
Settlement input data, registering for event notifications, and downloading Settlement
Results from the Settlement Management System (SMS).
Document Description
Integrated Marketplace Protocols The Market Protocols developed by SPP
provide background information,
guidelines, business rules, and processes
for the operation and administration of the
SPP Integrated Marketplace and the
Reliability Unit Commitment processes,
![Page 7: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/7.jpg)
Southwest Power Pool, Inc.
5
including market settlements, billing, and
accounting requirements.
Marketplace Portal Application Role
Reference
Defines the user roles for Portal user
interfaces and APIs, including the
Settlement UIs/APIs.
Settlement Management System Technical
Specifications
Settlements API and XML upload
specifications for submitting data,
downloading reports and consuming XML
notifications. This specification also
includes CSV upload specifications for
Transmission.
SPP Connectivity Document This document provides connectivity
details necessary for member systems to
interface with the various SPP systems (e.g.
Market, Settlement, TCR). This document
is available on SPP.org.
Transmission Settlement Business
Practices
The Transmission Settlement Business
Practices were developed by SPP to
provide background information and
detailed settlement calculations for all
applicable SPP Tariff Schedules and
Attachments pertaining to settlement of
Transmission Service.
TERMINOLOGY
The following acronyms are used in this guide.
Acronym Definition
AO Asset Owner
BSS Bilateral Settlement Schedules
![Page 8: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/8.jpg)
Southwest Power Pool, Inc.
6
CSV Comma-separated Values
DA Direct Assignment
FSE Federal Service Exemption
MA Meter Agent
MP Market Participant
MVAR MegaVahr
NHL Network Hourly Load
NITS Network Interface Transmission Schedule
S12 Schedule 12
SMS Settlement Management System
TO Transmission Owner
TC Transmission Customer
UI User Interface
XML Extensible Markup Language
![Page 9: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/9.jpg)
Southwest Power Pool, Inc.
7
INTRODUCTION
USER ACCESS
Users representing Asset Owners, Market Meter Agents, Market Participants, Transmission
Customers or Transmission Owners who want to use the Settlement UIs must obtain an OATI
x.509 digital certificate. The user’s certificate must be registered in the Marketplace Portal
by their Local Security Administrator (LSA) with the appropriate Settlements roles and
scope assigned. A Meter Agent LSA must register certificates for Market Meter Data roles.
A comprehensive list of the Settlement roles is posted in the Marketplace Portal Application
Role Reference Guide on the Marketplace Portal.
SUPPORTED BROWSERS
The Settlement UIs are supported on the following Internet browsers.
Internet Explorer 11 Google Chrome 11 Firefox 63 Microsoft Edge
![Page 10: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/10.jpg)
Southwest Power Pool, Inc.
8
USER INTERFACE
GENERAL LAYOUT
The following illustrates the general layout of the Marketplace Portal and Settlement UIs.
1 – Screen Name: Screen Name associated with user certificate.
2 – Navigation Tree: Presents the user with specific options based on user roles.
3 – Functional Area: Each drop-down represents a different set of UIs based on functional
area (e.g. Market, Transmission). Access to each is dependent on roles assigned by the
user’s LSA.
4 – Function: Each link represents different UI functions, such as data submissions or
viewing results, available to the user. Access to each UI is dependent on roles assigned by
the user’s LSA.
5 – Content: Displays report or submission page based on user’s role and selected function
in the Navigation Tree.
NAVIGATION
To navigate in the Settlement UIs, perform the following repeatable steps from the Navigation Tree:
1. Select Settlements - New 2. Select Functional Area 3. Select Function
![Page 11: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/11.jpg)
Southwest Power Pool, Inc.
9
FILE UPLOAD
For Transmission data input submissions, the UI supports both XML and CSV file formats. The XML and CSV required formats are defined in the Settlement Management System Technical Specifications > Transmission Settlements Services posted on SPP.org
FILE DOWNLOAD
The Settlement UIs provide file download functionality on various pages. The CSV formats are included as supporting documents to this guide. Refer to the CSVReportSamples folders in the UI Guide zip file. The XML download formats are defined in the Settlement Management System Technical Specifications > Settlement Reports Services posted on SPP.org.
STATUS MESSAGES The Settlements UI provides the following status messages for user submissions:
SUCCESS: SMS received and stored the submitted data successfully. This does not reflect
whether it will be used in a settlement.
WARNING: SMS received and stored the submitted data successfully, but there are some
conditions associated with the submission. For example, data submitted after the
submission window is closed, we will result in a WARNING response that indicates the data
will not be used unless a dispute is submitted.
REJECTED: SMS found validation errors in the data submitted and did not store any of the
data.
FAILED: There was an error in processing the data and SMS could not store any of the data.
In this case, there would likely be an application issue that SPP would need to resolve and it
may not be related to the contents of the data. The transaction will be FAILED when there was an internal error that SPP code was able to detect and handle gracefully.
![Page 12: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/12.jpg)
Southwest Power Pool, Inc.
10
MARKET SETTLEMENT – CALENDAR
PLACEHOLDER – VIEW CALENDAR This section will be updated in a future publication.
![Page 13: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/13.jpg)
Southwest Power Pool, Inc.
11
MARKET SETTLEMENT – BILATERAL SCHEDULES
SORT AND FILTER OPTIONS
To sort and/or filter results returned on any BSS tab: 1. Select the Column Heading to filter or sort. 2. Select the Sort? radio button and/or Filter? radio button 3. Select desired options. 4. Select Apply.
Note: Sorting and filtering may be applied to multiple columns. The column name will have an
(S) for Sorted results, an (F) for Filtered results or (SF) for Sorted and Filtered results.
To remove sorted and/or filtered results returned on any BSS tab: 1. Select the Column Heading. 2. Deselect the Sort? radio button and/or Filter? radio button. 3. Select Apply.
![Page 14: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/14.jpg)
Southwest Power Pool, Inc.
12
CREATE CONTRACT HEADER
To create a BSS Contract Header: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Create Contract tab.
a. Enter Contract Name. b. Select Product. c. Select Buyer. d. Select Seller. e. Select Submitter Type. f. Select Settlement Location, if applicable. g. Select Reserve Zone, if applicable. h. Enter Max Quantity. i. Enter Contract Start date. j. Enter Contract End date.
Note: The contract end date specifies the date when the contract is no longer effective. In
the example below, the user submitted a header effective 01/01/2019 until 02/01/2019.
In SMS, the contract will end at 11:59:59 PM CPT on 01/31/2019.
6. Select Create Header.
Note: Upon submission of a valid contract header, the UI will provide the user with the Header
ID and the contract effective dates. Refer to example highlighted above.
![Page 15: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/15.jpg)
Southwest Power Pool, Inc.
13
UPDATE CONTRACT HEADER
To update a BSS Contract Header: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers.
7. In the search results under Contract Headers, select the Contract Name then select Update Header.
8. Update the desired header information the popup window then select Update Header.
![Page 16: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/16.jpg)
Southwest Power Pool, Inc.
14
VIEW CONTRACT HEADER
To view a BSS Contract Header: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
![Page 17: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/17.jpg)
Southwest Power Pool, Inc.
15
APPROVE/DENY CONTRACT HEADER
To approve or deny a BSS Contract Header: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
7. Select Contract Name. 8. Select Approve Header or Deny Header.
![Page 18: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/18.jpg)
Southwest Power Pool, Inc.
16
END CONTRACT HEADER
To end a BSS Contract Header: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
7. Select Contract Name. 8. Select End Header. 9. Select OK on confirmation window to end.
![Page 19: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/19.jpg)
Southwest Power Pool, Inc.
17
SUBMIT CONTRACT PROFILE
To submit a BSS Contract Profile: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
7. Select Contract Name. 8. Select Submit Profile Data.
9. Select Operating Day. 10. Enter profile data.
Note: The “Copy First to All” option copies the MW value for the first interval to all intervals
in the Operating Day.
11. Select Submit Profile Data.
![Page 20: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/20.jpg)
Southwest Power Pool, Inc.
18
12. Select X on the Create New Profile Data to close window.
![Page 21: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/21.jpg)
Southwest Power Pool, Inc.
19
VIEW CONTRACT PROFILE
To view a BSS Contract Profile: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Home tab. 6. Select Search Headers to return a list of all Headers the user is permitted to view.
a. To return only Pending Contracts, select the My Pending radio button then select Search Headers.
b. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
13. Select Contract Name. 14. Select Search Profiles to return all Profiles associated with the Header.
a. To narrow down the search results, provide additional information in the search criteria then select Search Headers or apply Sort/Filter options to columns.
![Page 22: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/22.jpg)
Southwest Power Pool, Inc.
20
APPROVE/DENY CONTRACT PROFILE
To approve or deny a BSS Contract Profile: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Profile Approval tab. 6. Select Search to return a list of all Profiles the user is permitted to view.
c. To return only Pending Contracts, select the My Pending radio button then select Search.
d. To narrow down the search results, provide additional information in the search criteria then select Search or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
7. Select one or more checkboxes on rows with Header IDs and Operating Days to approve.
a. The Contract Profile box displays details associated with the Operating Day or Days selected.
8. Select Approve or Deny.
![Page 23: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/23.jpg)
Southwest Power Pool, Inc.
21
VIEW BSS CONTRACT DETAILS REPORT
To view a BSS Contract Details Report: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select Reporting tab. 6. Select Search to return a list of all contracts the user is permitted to view.
a. To narrow down the search results, provide additional information in the search criteria then select Search or apply Sort/Filter options to columns.
Note: Search on text fields is case-sensitive.
7. To export report to CSV, select Export.
![Page 24: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/24.jpg)
Southwest Power Pool, Inc.
22
VIEW FSE VALIDATION REPORT
To view FSE Validation Warnings: 1. Select Settlements – New. 2. Select Market. 3. Select BSS. 4. Select Bilateral Settlement Schedules. 5. Select FSE Validation Warnings tab. 6. Select Operating Day. 7. Select Search.
a. To narrow down the search results, provide additional information in the search criteria then select Search or apply Sort/Filter options to columns.
![Page 25: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/25.jpg)
Southwest Power Pool, Inc.
23
MARKET SETTLEMENT – METER DATA
SUBMIT METER DATA
To submit Meter Data: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select Meter Data Submittal. 5. Select Browse. 6. Browse to the location of the XML file or ZIP file containing multiple XML files with
Meter Data details, select the file name then select Open.
Note: The XML must conform the PostMeterData XML defined in the Settlement
Management System API XML Specifications > Meter Data Service.
7. Select Upload.
8. The Upload Report indicates the status of the upload.
9. Select Close to close the Upload Report.
![Page 26: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/26.jpg)
Southwest Power Pool, Inc.
24
VIEW METER DATA SUBMISSION LOG
To view log of Meter Data submissions: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select Meter Data Submittal. 5. To refresh table, select . 6. To narrow down the results, apply filter criteria to any column by selecting the
column name.
7. To view details for a submission, select the submission file name and select View.
8. To download the file submitted, select Download.
![Page 27: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/27.jpg)
Southwest Power Pool, Inc.
25
VIEW AO CALIBRATION REPORT
To view AO Calibration Report: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select AO Reports. 5. Select Report Type - Calibration. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Asset Owner. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Agent (optional). c. Select Hour Ending (optional).
10. Select Search.
11. To view Hourly Summary per Settlement Area, select the Settlement Area in the
report results.
12. To view Hourly Details per Meter Location, select the Hour Ending in the report
results.
![Page 28: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/28.jpg)
Southwest Power Pool, Inc.
26
![Page 29: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/29.jpg)
Southwest Power Pool, Inc.
27
VIEW MA CALIBRATION REPORT
To view MA Calibration Report: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MA Reports. 5. Select Report Type - Calibration. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Meter Agent. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Locations (optional). c. Select Hour Ending (optional).
10. Select Search.
11. To view Hourly Summary per Settlement Area, select the Settlement Area in the
report results.
12. To view Hourly Details per Meter Location, select the Hour Ending in the report
results.
![Page 30: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/30.jpg)
Southwest Power Pool, Inc.
28
![Page 31: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/31.jpg)
Southwest Power Pool, Inc.
29
VIEW MA INTERCHANGE REPORT
To view MA Interchange Report: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MA Reports. 5. Select Report Type – Interchange. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Meter Agent. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Locations (optional). c. Select Hour Ending (optional).
10. Select Search.
Note: To limit results to Meter Locations with submitted Meter Data, select Submitted:
Yes; to only return results with missing Meter Agent submitted date, select Submitted:
No.
11. To view Hourly Summary, select the Settlement Area in the report results.
12. To view Interchange Location Hourly Details, select the Hour Ending in the report
results.
![Page 32: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/32.jpg)
Southwest Power Pool, Inc.
30
VIEW MA METER REPORT CARD
To view MA Meter Report Card: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MA Reports. 5. Select Report Type – Report Card. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Meter Agent. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Locations (optional). c. Select Hour Ending (optional).
10. Select Search.
Note: To limit results to Meter Locations with submitted Meter Data, select Submitted:
Yes; to only return results with missing Meter Agent submitted date, select Submitted:
No.
11. To view Meter Location details per Settlement Area, select the Settlement Area in the report results.
12. To view Hourly Summary per Meter Location, select the Meter Location in the report
results.
![Page 33: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/33.jpg)
Southwest Power Pool, Inc.
31
13. To view Five-Minute details for each Operating Hour per Meter Location, select the Hour Ending in the report results.
![Page 34: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/34.jpg)
Southwest Power Pool, Inc.
32
VIEW MP CALIBRATION REPORT
To view MP Calibration Report: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MP Reports. 5. Select Report Type - Calibration. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Market Participant. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Agent (optional). c. Select Meter Locations (optional). d. Select Hour Ending (optional).
10. Select Search.
11. To view Hourly Summary per Settlement Area, select the Settlement Area in the
report results.
12. To view Hourly Details per Meter Location, select the Hour Ending in the report
results.
![Page 35: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/35.jpg)
Southwest Power Pool, Inc.
33
![Page 36: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/36.jpg)
Southwest Power Pool, Inc.
34
VIEW MP INTERCHANGE REPORT
To view MP Interchange Report: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MP Reports. 5. Select Report Type –Interchange. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Market Participant. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Agent (optional). c. Select Meter Locations (optional). d. Select Hour Ending (optional).
10. Select Search.
Note: To limit results to Meter Locations with submitted Meter Data, select Submitted:
Yes; to only return results with missing Meter Agent submitted date, select Submitted:
No.
11. To view Hourly Summary, select the Settlement Area in the report results.
![Page 37: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/37.jpg)
Southwest Power Pool, Inc.
35
12. To view Interchange Location Hourly Details, select the Hour Ending in the report
results.
![Page 38: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/38.jpg)
Southwest Power Pool, Inc.
36
VIEW MP METER REPORT CARD
To view MP Meter Report Card: 1. Select Settlements – New. 2. Select Market. 3. Select Meter Data. 4. Select MP Reports. 5. Select Report Type – Report Card. 6. Select Settlement Type. 7. Select Operating Date. 8. Select Market Participant. 9. To narrow down results, select one or more of the following options:
a. Select Settlement Area (optional). b. Select Meter Agent (optional). c. Select Meter Locations (optional). d. Select Hour Ending (optional).
10. Select Search.
Note: To limit results to Meter Locations with submitted Meter Data, select Submitted:
Yes; to only return results with missing Meter Agent submitted date, select Submitted:
No.
11. To view Meter Location details per Settlement Area, select the Settlement Area in the report results.
12. To view Hourly Details per Meter Location, select the Meter Location in the report
results.
![Page 39: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/39.jpg)
Southwest Power Pool, Inc.
37
13. To view Five-Minute details for each Operating Hour per Meter Location, select the
Hour Ending in the report results.
![Page 40: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/40.jpg)
Southwest Power Pool, Inc.
38
MARKET SETTLEMENT – NOTIFICATION
REGISTRATION
REGISTER FOR NOTIFICATIONS
To register for Notifications: 1. Select Settlements - New. 2. Select Market. 3. Select Notifications. 4. Select an Entity. 5. Subscribe to an event:
a. Select from the list of Available Events. b. Click >> to move Available Events to Currently Selected Events.
i. To move multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
6. Enter a valid email address and/or URL to which notifications will be posted for the Currently Selected Events.
7. Click Save.
8. Click Test to validate the Email Address and URLs (optional).
![Page 41: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/41.jpg)
Southwest Power Pool, Inc.
39
UPDATE REGISTRATION FOR NOTIFICATIONS
To update registration for Notifications: 1. Select Settlements - New. 2. Select Market. 3. Select Notifications. 4. Select an Entity to view existing Notification Registration. 5. To remove to an event:
a. Select from the list of Currently Selected Events. b. Click << to remove from the Currently Selected Events.
i. To remove multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
c. Click Save. 6. To subscribe to an event:
a. Select from the list of Available Events. b. Click >> to move Available Events to Currently Selected Events.
i. To move multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
c. Modify the email address and/or URL(s) to which notifications will be posted for the Currently Selected Events.
a. Click Save.
b. Click Test to validate the Email Address and URLs (optional).
![Page 42: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/42.jpg)
Southwest Power Pool, Inc.
40
MARKET SETTLEMENT – RESULTS
VIEW AO DETERMINANT REPORT
To view AO Determinant Report: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select AO Determinant. 5. Select Asset Owner. 6. Select Determinant Interval. 7. Select Operating Date. 8. Select Settlement Run Type. 9. Select Submit 10. Select CSV or XML format to download.
![Page 43: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/43.jpg)
Southwest Power Pool, Inc.
41
VIEW AO STATEMENT
To view AO Statement: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select AO Statement. 5. Select Asset Owner. 6. Select Settlement Date. 7. Select Submit 8. Select CSV or XML format to download.
![Page 44: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/44.jpg)
Southwest Power Pool, Inc.
42
VIEW AO EQR REPORT
To view EQR Report: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select EQR Report. 5. Select Asset Owner. 6. Select Determinant Interval. 7. Select Operating Date Start. 8. Select Operating Date End. 9. Select Submit 10. Select CSV or XML format to download.
![Page 45: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/45.jpg)
Southwest Power Pool, Inc.
43
VIEW AO FERC EQR REPORT
To view FERC EQR Report: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select FERC EQR Report. 5. Select Asset Owner. 6. Select Determinant Interval. 7. Select Operating Date Start. 8. Select Operating Date End. 9. Select Settlement Run Type. 10. Select Submit 11. Select CSV or XML format to download.
![Page 46: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/46.jpg)
Southwest Power Pool, Inc.
44
VIEW MP STATEMENT
To view MP Statement: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select MP Statement. 5. Select Market Participant. 6. Select Settlement Date. 7. Select Submit 8. Select CSV or XML format to download.
![Page 47: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/47.jpg)
Southwest Power Pool, Inc.
45
VIEW MP INVOICE
To view Invoice: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select Invoice. 5. Select Settlement Date. 6. Select XML or PDF format to download.
Note: The Invoice UI returns all Invoices (Market) associated with the user’s Portal
permissions. If the user has access to download invoices for multiple entities, each invoice will
be available for download from the same UI page. Each invoice is listed separately indicating
entity name.
![Page 48: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/48.jpg)
Southwest Power Pool, Inc.
46
VIEW MP PAYOUT REPORT
To view MP Payout Report: 1. Select Settlements – New. 2. Select Market. 3. Select Market Results. 4. Select Payout Report.
5. Select Market Participant folder.
6. Select Year folder.
7. Select Month folder.
8. Select file to download.
![Page 49: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/49.jpg)
Southwest Power Pool, Inc.
47
MARKET SETTLEMENT – MISCELLANEOUS
ADJUSTMENT
VIEW SUPPORTING DOCUMENTATION
To view documentation for Miscellaneous Adjustments: 1. Select Settlements – New. 2. Select Market. 3. Select Market Participant Miscellaneous. 4. Select Market Participant folder. 5. Select Year. 6. Select Month. 7. Select Day. 8. Select the file to open.
![Page 50: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/50.jpg)
Southwest Power Pool, Inc.
48
MARKET SETTLEMENT – LEGACY SYSTEM INVOICES
VIEW LEGACY SYSTEM INVOICE PDF
To view Market Invoices prior to 05/09/2019: 1. Select Settlements – New. 2. Select Market. 3. Select Archive. 4. Select Invoice PDF. 5. Select Market Participant folder. 6. Select Year. 7. Select Month. 8. Select the Invoice PDF to open.
![Page 51: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/51.jpg)
Southwest Power Pool, Inc.
49
TRANSMISSION SETTLEMENT – CALENDAR
PLACEHOLDER – VIEW CALENDAR This section will be updated in a future publication.
![Page 52: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/52.jpg)
Southwest Power Pool, Inc.
50
TRANSMISSION SETTLEMENT – INPUT SUBMISSIONS
SUBMIT DIRECT ASSIGNMENT
To submit Direct Assignment: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select DA as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with Direct Assignment details, select
the file name then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
![Page 53: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/53.jpg)
Southwest Power Pool, Inc.
51
SUBMIT MONTHLY ASSESSMENT
To submit Monthly Assessment 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select MA as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with Monthly Assessment details, select
the file name then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
![Page 54: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/54.jpg)
Southwest Power Pool, Inc.
52
SUBMIT MVAR
To submit MVAR: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select MVAR as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with MVAR details, select the file name
then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
Note: MVAR submissions to the Settlement Management System require the Portal Role,
Transmission Settlement > Submit TC Settlement Data, which is different than the role required
in the legacy Transmission Settlement System.
![Page 55: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/55.jpg)
Southwest Power Pool, Inc.
53
SUBMIT NETWORK HOURLY LOAD
To submit Network Hourly Load: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select NHL as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with NHL details, select the file name
then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
![Page 56: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/56.jpg)
Southwest Power Pool, Inc.
54
SUBMIT NITS (COINCIDENT PEAK)
To submit NITS: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select NITS as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with NITS details, select the file name
then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
![Page 57: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/57.jpg)
Southwest Power Pool, Inc.
55
SUBMIT SCHEDULE 12
To submit Schedule 12: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. Select S12 as Upload Type. 6. Select Browse. 7. Browse to the location of the XML or CSV file with Schedule 12 details, select the file
name then select Open.
Note: The file must conform to formats defined in the Settlement Management System API
XML Specifications > Transmission Settlements Service.
8. Select Upload.
9. The Upload Report indicates the status of the upload.
10. Select Close to close the Upload Report.
![Page 58: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/58.jpg)
Southwest Power Pool, Inc.
56
VIEW SUBMISSION LOG
To view Transmission submission logs: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Submissions. 4. Select Transmission Data Submittal. 5. To narrow-down results, apply filters on any column.
6. Select Filename then select View to view submission details. 7. To download the submitted XML or CSV file, select Download.
![Page 59: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/59.jpg)
Southwest Power Pool, Inc.
57
TRANSMISSION SETTLEMENT – NOTIFICATION
REGISTRATION
REGISTER FOR NOTIFICATIONS
To register for Notifications: 1. Select Settlements - New. 2. Select Transmission. 3. Select Notifications. 4. Select an Entity. 5. Subscribe to an event:
a. Select from the list of Available Events. b. Click >> to move Available Events to Currently Selected Events.
i. To move multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
6. Enter a valid email address and/or URL to which notifications will be posted for the Currently Selected Events.
7. Click Save.
8. Click Test to validate the Email Address and URLs (optional)
![Page 60: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/60.jpg)
Southwest Power Pool, Inc.
58
UPDATE REGISTRATION FOR NOTIFICATIONS
To update registration for Notifications: 1. Select Settlements - New. 2. Select Transmission. 3. Select Notifications. 4. Select an Entity to view existing Notification Registration. 5. To remove to an event:
a. Select from the list of Currently Selected Events. b. Click << to remove from the Currently Selected Events.
ii. To remove multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
c. Click Save. 6. To subscribe to an event:
a. Select from the list of Available Events. b. Click >> to move Available Events to Currently Selected Events.
iii. To move multiple events to the Currently Selected Events, hold down the Ctrl key while selecting events.
c. Modify the email address and/or URL(s) to which notifications will be posted for the Currently Selected Events.
c. Click Save.
d. Click Test to validate the Email Address and URLs (optional).
![Page 61: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/61.jpg)
Southwest Power Pool, Inc.
59
TRANSMISSION SETTLEMENT – RESULTS
VIEW DAILY DETERMINANT REPORT
To view Daily Determinant Report: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Results. 4. Select TC Reports (TO Reports). 5. Select TC Daily Determinant (TO Daily Determinant). 6. Select Transmission Customer (Transmission Owner) name. 7. Select Determinant Interval. 8. Select Operating Date. 9. Select Settlement Run Type. 10. Select Submit 11. Select CSV or XML format to download.
![Page 62: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/62.jpg)
Southwest Power Pool, Inc.
60
VIEW MONTHLY DETERMINANT REPORT
To view Monthly Determinant Report: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Results. 4. Select TC Reports (TO Reports). 5. Select TC Monthly Determinant (TO Monthly Determinant). 6. Select Transmission Customer (Transmission Owner) name. 7. Select Determinant Interval. 8. Select Operating Date (last day of Operating Month). 9. Select Settlement Run Type. 10. Select Submit 11. Select CSV or XML format to download.
![Page 63: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/63.jpg)
Southwest Power Pool, Inc.
61
VIEW STATEMENT
To view Settlement Statement: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Results. 4. Select TC Reports (TO Reports). 5. Select TC Statement (TO Statement). 6. Select Transmission Customer (Transmission Owner) name. 7. Select Settlement Date. 8. Select Submit 9. Select HTML, CSV or XML format to download.
![Page 64: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/64.jpg)
Southwest Power Pool, Inc.
62
VIEW SUMMARY REPORT
To view the Summary Report: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Results. 4. Select TC Reports (TO Reports). 5. Select TC Summary Report (TO Summary Report). 6. Select Transmission Customer (Transmission Owner) name. 7. Select TSR Number (optional) 8. Select Operating Month. 9. Select Submit 10. Select Download CSV or Download XML format to download.
![Page 65: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/65.jpg)
Southwest Power Pool, Inc.
63
VIEW INVOICE
To view an Invoice: 1. Select Settlements – New. 2. Select Transmission. 3. Select Transmission Results. 4. Select TC Reports (TO Reports). 5. Select Invoice (Invoice). 6. Select Invoice Date. 7. Select XML or PDF format to download.
Note: The Invoice UI returns all Invoices (Transmission Owner and Transmission Customer)
associated with the user’s Portal permissions. If the user has access to download invoices for
multiple entities, each invoice will be available for download from the same UI page. Each
invoice is listed separately indicating entity type (TC, TO).
![Page 66: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/66.jpg)
Southwest Power Pool, Inc.
64
VIEW NETTING INVOICE
To view the TC Netting Invoice: 8. Select Settlements – New. 9. Select Transmission. 10. Select Transmission Results. 11. Select TC Reports. 12. Select TC Netting Invoice 13. Select Invoice Date. 14. Select XML or PDF format to download.
Note: The Netting Invoice UI returns all Invoices associated with the user’s Portal permissions.
If the user has access to download invoices for multiple Transmission Customers, each invoice
will be available for download from the same UI page.
![Page 67: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/67.jpg)
Southwest Power Pool, Inc.
65
TRANSMISSION SETTLEMENT – MISCELLANEOUS
ADJUSTMENTS
VIEW SUPPORTING DOCUMENTATION
To view documentation for Miscellaneous Adjustments: 1. Select Settlements – New. 2. Select Transmission. 3. Select Misc Adjustments/Legacy System 4. Select TC Misc Adjustments/Legacy Results or TO Misc Adjustments/Legacy
Results. 5. Select Transmission Owner or Transmission Customer folder. 6. Select Misc. 7. Select Year. 8. Select Month. 9. Select Day. 10. Select the file to open
![Page 68: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/68.jpg)
Southwest Power Pool, Inc.
66
TRANSMISSION SETTLEMENT – LEGACY SYSTEM
VIEW LEGACY SYSTEM SUBMISSIONS
To view submissions for Operating Days/Operating Months prior to 05/01/2019: 1. Select Settlements – New. 2. Select Transmission. 3. Select one of these folders:
a. MA Legacy Upload Files. b. TC Legacy Upload Files. c. TO Legacy Upload Files.
4. Select MA, TC or TO folder. 5. Select appropriate folder (e.g. statement, invoice). 6. Select Year. 7. Select Month. 8. Select Day (if applicable). 9. Select the file to open.
![Page 69: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/69.jpg)
Southwest Power Pool, Inc.
67
VIEW LEGACY SYSTEM RESULTS
To view results for Operating Days/Operating Months prior to 05/01/2019: 1. Select Settlements – New. 2. Select Transmission. 3. Select Misc Adjustments/Legacy System 4. Select TC Misc Adjustments/Legacy Results or TO Misc Adjustments/Legacy
Results. 5. Select Transmission Owner or Transmission Customer folder. 6. Select appropriate folder (e.g. statement, invoice). 7. Select Year. 8. Select Month. 9. Select Day (if applicable). 10. Select the file to open.
![Page 70: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/70.jpg)
Southwest Power Pool, Inc.
68
SETTLEMENT – PUBLIC DATA
VIEW PUBLIC DATA
To view Market and Transmission Public Reports: 1. Select Settlements – New. 2. Select Public Reports. 3. Select the file to open.
![Page 71: Home - Southwest Power Pool - Market and Transmission user...Settlement input data, registering for event notifications, and downloading Settlement Results from the Settlement Management](https://reader033.fdocuments.us/reader033/viewer/2022051904/5ff5a94d53157c7272517db9/html5/thumbnails/71.jpg)
Southwest Power Pool, Inc.
69
SETTLEMENT – DISPUTES
SUBMIT DISPUTE REQUEST
To submit a Dispute Request: 1. In the Navigation tree, select Settlements.
2. Select Disputes.
a. This will redirect to the SPP Request Management System
3. Log on to the SPP Request Management System.
4. Select Submit Request.
5. Select a Quick Pick.
6. Enter the Subject of the dispute.
7. Enter the Full Description of the dispute.
8. Enter the System Reference # (optional).
9. Select the Include Attachment(s) checkbox (optional).
10. Click Submit Request.
11. If Include Attachment(s) was selected, click Browse… to upload an attachment.