TX SET July 16-17, 2008

Retail Release Itemsfor August 16, 2008

Kathryn ThurmanERCOT

2TX SET July 16-17, 2008

PR-70007_01

• MarkeTrak Enhancements - Release 2

– Release 2 includes the following requirements.

– Market Participants should install the provided updated .wsdl and .xsd which are required for Release 2.

3TX SET July 16-17, 2008

Release 2 Requirements (cont):

• Requirement 5 - Market: Add Bulk Insert Number to Issues

• Requirement 7 - Market: Do not allow changes to the Title Field on MarkeTrak Issues

• Requirement 8 - Market: Do not capture Non-ERCOT Owner during “Begin Working” unless the owner field is empty

• Requirement 9 - Market: Require Comments for Customer Registration Database Chg/Info Sub-types

• Requirement 10 - Market: Add Service Period Start Date Field to Missing Transaction, Projects, Customer Registration Database Chg/Info, Other, Usage and Billing and REP of Record Sub-types. Add Service Period Stop Date Field to REP of Record and Usage and Billing Sub-types

4TX SET July 16-17, 2008

Release 2 Requirements (cont):

• Requirement 11 - Market: Add ISA Field to Submit for 997, Projects, and Other Sub-types

• Requirement 12 - Market: Add a new required field to the Reject Sub-type to provide the Reject Reason

• Requirement 13 - Market: Update to Transaction Type during "Submit" and Add New Required Tran Type During "Re-Assign“

• Requirement 15 - Market: Validate ESI ID/TDSP Association

• Requirement 16 - Market: Changes to Usage and Billing Sub-type

5TX SET July 16-17, 2008

Release 2 Requirements (cont):

• Requirement 18 - Market: Standardize Sub-type Names within DEV LSE Issues

• Requirement 20 - ERCOT: Provide “First Touched Date”

• Requirement 22 - ERCOT: Validation of CR for Customer Registration Database Change

• Requirement 23 - ERCOT: Part 2- Add ability to turn on/off Automation for IAG and DEV

• Requirement 24 - ERCOT: Change the layout of the DEV Analysis Fields on GUI Screen for applicable DEV LSE Sub-types

6TX SET July 16-17, 2008

Release 2 Requirements (cont):

• Requirement 25 - Market: Inadvertent Gain

• Requirement 26 - Market: Premise Type Field

• Requirement 27 - Market: Add “Close” Capability for Submitting MP for the Day to Day and Inadvertent Gain Workflows

• Requirement 28 - Various Changes to Cancel With Approval

• Requirement 29 - Market: Various Changes to Cancel Without Approval

7TX SET July 16-17, 2008

Release 2 Requirements (cont):

• Requirement 30 - Market: Add “New Total” Required Field to Certain DEV IDR Sub-types

• Requirement 32 - Market: Capture Modify/Reassign StartTime and/or StopTime fields on DEVLSE Issues and Make Them Available on the Issue

• Requirement 35 - Market: Add Close Capability for Submitting MP for all DEV Workflows

• Requirement 43 - ERCOT: IAG Analysis Automation

8TX SET July 16-17, 2008

Additional SIRs

• SIR 11895 - Customer Registration Database should evaluate the need for a Mass Transition Drop using the Mass Transition date + 2 Business Days.

• SIR 11922 - Customer Registration Database should use a combination of the ESIID and the defaulting CR DUNS number in order to determine if an additional Mass Transition Drop is needed after the original Mass Transition drop due to another CR moving the ESIID away from the defaulting REP.

• SIR 11932 - Texas Market Link error message received when multi day variation is entered in Create Nodal Settlement Disputes link

• SIR 11933 - Changing the ROSC role from R to S