Compare sites, POD and PDR
Upload the site list, multi-site annex and bills. ActaFlow prepares a table by POD or PDR with matches and documents to be confirmed.
The request
Compare the site list, multi-site annex and bills. Prepare the table by POD or PDR and the missing documents.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload sites and documentsSelect the site list, the multi-site attachment and the bills to be compared.
- Read the supply pointsActaFlow reads the POD or PDR, address, supplier and period from each document.
- Compare sites and pointsActaFlow proposes the matches and flags duplicates, differing addresses and documents not found.
- Confirm the matchesThe broker and the customer contact check sites, codes and documents to be requested.Manager check
- Prepare the list for the customerActaFlow collects the confirmed points and drafts the request for the missing documents.
One inventory per site and point
POD or PDR, address and documents received are set out side by side in the same table.
Duplicates to be checked
Documents showing the same code remain linked to the proposed point.
A precise document request
The draft indicates for which site or point a bill or confirmation is still needed.
How you set up the automation
ActaFlow reads the POD or PDR, address, supplier and period from each document. The broker and the customer contact check sites, codes and documents to be requested.
What you need
- Site list provided by the customer
- Multi-site attachment and variations available
- Bills available for each point
Upload sites and documents
Select the site list, the multi-site attachment and the bills to be compared.
Read the supply points
ActaFlow reads the POD or PDR, address, supplier and period from each document.
Compare sites and points
ActaFlow proposes the matches and flags duplicates, differing addresses and documents not found.
Confirm the matches
The broker and the customer contact check sites, codes and documents to be requested.
Prepare the list for the customer
ActaFlow collects the confirmed points and drafts the request for the missing documents.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Does a site with no bill count as deactivated?
It appears to have no bill among the documents examined. The contact must confirm the status of the supply using up-to-date data.
Can I include electricity and gas for the same site?
Yes. The table distinguishes between POD and PDR and keeps one record for each point identified in the documents.
Can I distinguish supplies across different sites of the same customer?
Provide the documents for the sites and ask for the references of each individual supply to be kept separate. The contact must verify the matches and clarify any conflicting data.
Does the reconstruction change the supply contracts?
The example prepares the documentary summary of the portfolio. Decisions and actions on contracts remain separate steps to be assessed and configured.
Prepare the inventory for a multi-site customer
Gather the site list and supply documents to be compared.