Adapt2 is hosting a Back Office User Training Workshop in Houston, Texas on November 17th-18th, 2022
In this training users will have the ability to get hands on experience in the Adapt2 B2B Back Office Application.
This training is split into three levels.
Agenda is as follows
9:45am Arrival
10am – 1pm Adapt2 101
- Energy Markets
- What is an ISO
- Intro to ISO Portals
- Adapt2 Useability
- How to create a support ticket
- What is a sandbox
- Environments – Dev, UAT, Prod – build version
- Understanding the complete Back Office process
- Overview of Market Link and publishing concepts
- Utilizing data adapters
- Raw data workflows
- Recognizing available Settlement Analytics in Adapt2
- Judging the mechanics of data adapters and their role in arranging raw data to display in the Settlements screens
- Understanding Invoices, statements
- Configuring and Managing Meters
1pm – 2:30p Offsite- Lunch
2:30pm – 5:00 Adapt2 201
- Understanding of settlement charge types and how to reconcile invoices in Accounting Month
- Creation calculations and pivot grids for P&L reporting
- Invoice creation using Adapt2 Invoice Compass
- Shadow Settlements
Friday
9:15am Arrival
9:30am – 12pm – Adapt2 301
Energy Accounting
- Track, submit, integrate, allocate, settle and invoice based on multiple meter sources in Adapt2
- Onboard new meters and sub-meters from different data sources
- Create ISO level meter and sub-meter inputs
- Design meter calculations in Adapt
- Create meter groups in Adapt
- Allocations
