Electronic Data Interchange (EDI)

Electronic Data Interchange (EDI)

Electronic Data Interchange Orders - 98-M-0667

On July 23, 2001, the Commission issued Opinion 01-03, approving the policies and data standards for the implementation of the electronic data interchange (EDI) to provide for uniformity in the business communications between ESCOs and utilities in New York, continuing the collaborative industry effort to develop and implement EDI procedures and transactions to support customer retail access. This decision has been supplemented from time to time as listed in the table below.

All applicants filing for approval to be an ESCO in New York must successfully complete the Phase l EDI application and testing procedure as part of the eligibility process.

PSC Staff Contact

John Sheevers - 518-486-2861, [email protected]

 

Date
Order/Action
12/7/2015
Order Approving Modifications to the Electronic Data Interchange Standards
9/21/2015
Order Approving Modifications to the Electronic Data Interchange Standards
3/2/2015
Order Approving Modifications to the Electronic Data Interchange Standards 
9/26/2009
Order Modifying Electronic Data Interchange (EDI) Testing Protocols (TOP Supplement 4, Version 3.1) and Utility Bill Ready Implementation Guide and Data Dictionary (TS810UBR Version 1.2)
9/13/2006
Order Modifying Electronic Data Interchange (EDI) Testing Protocols (TOP Supplement 1 (Phase II and III Test Procedures for all Transaction Standards, Connectivity Tests, and Test Scenarios Applicable to the TS814E, TS814D, TS814HR, and TS867HU)
7/21/2006
Order Modifying Electronic Data Interchange (EDI) Standards For The Drop(TS814D, Consumption History (TS867HU), Monthly Usage (TS867MU), Rate Ready (TS810URR) And Single Retailer Billing (TS810SR) And Account Assignment (TS248) Transactions
5/19/2006
Order Modifying Electronic Data Interchange (EDI) and Uniform Business Practices (Updates/changes to the following EDI standards: TS814E v. 2.0, TS820 v.2.0, TS814C v.1.4, TS568PA v. 2.0, TS568AR v. 2.0, TS824AA v.1.3; UBP Changes to Accommodate ESCO Referral Programs)
3/22/2004
Order Modifying Electronic Data Interchange (EDI) Standards and Directing the Provision of Certain Non-EDI Data (Updates to the following standards: TS814E v.1.3, TS867MU v.2.1, TS867HU v.1.1, TS814C v.1.3,)
2/20/2003
Approving additional EDI test plans (TS810URR)
2/21/2003
Order Approving And Modifying Transaction Standards (TS568AR, TS568PA, TS810UBR, Test Plans (TOP v1.1, TOP Supplement 1, v.1.1, TOP Supplement 4, v. 2.0, TOP Supplements 7a, 7b & 7c) And Remittance Procedures (for Single Retailer)
11/26/2002
Order Modifying Electronic Data Interchange Standards For Monthly Usage (TS867MU) And Enrollment (TS814E)
11/7/2002
Order Approving Electronic Data Interchange Standards For Positive Notification (TS824PN) and Modifying The Functional Acknowledgement (TS997), Application Advice (TS824AA) And Utility Bill Ready (TS810) INVOICE Standards
11/4/2002
November 4, 2002 Order - Order Approving Electronic Data Interchange Test Plans For Remittance (TS820)And Account Assignment (TS248) Transaction Standards
8/26/2002
Order Approving Electronic Data Interchange Standard For Single Retailer Invoices (TS810SR)
8/14/2002
Order Approving Electronic Data Interchange Test Plans For Account Reinstatement (814R) And Utility Bill Ready(810UBR)/Rate Ready (810 URR) Billing Transaction Standards
7/31/2002
Order Approving Electronic Data Interchange Standards Regarding Remittance (TS820) And Account Assignment (TS248) And Modifying The Application Advice Standards And All Type 814 Standards
6/21/2002
Order Approving Electronic Data Interchange Transactions For Utility Bill Ready And Rate Ready Billing (v. 1.0 TS810UBR and TS810URR)
5/29/2002
Order Adopting Reinstatement(814R) Transaction Standard And Test Plans For The Account Maintenance (814C Change) Transaction Standard
4/16/2002
Notice of Correction – TS814 Account Maintenance (Change) Standard
11/7/2001
Order Approving EDI Test Plans And Data Standards (TOP Supplement 1 – Phase II, III Test Procedures & 814 Account Maintenance (Change) Test Plan)
7/23/2001
Opinion 01-03

Current EDI Standards

Parties are precluded from making any changes in the Commission approved standards. Parties may request waivers for specific protocols by filing a request with the Secretary. Parties may also propose changes in standards by filing a request with Staff which describes in detail the proposed changes and why they are needed. No changes can be implemented without notice to the affected parties, provision for a comment period and subsequent Commission approval. 

WORK IN PROGRESS

Transaction
Version
Date Issued
Document Link
248 AA - Account Assignment Transaction
2.2
2.1
6/30/2016
7/24/2015

Implementation Guide

Business Process Document

503 - Pricing History
1.1
1.0
1.1
6/30/2016
7/24/2015
6/30/2016
Implementation Guide
Data Dictionary
Business Process Document
568 AR - Accounts Receivables Advisement Transaction
2.2
2.2 
6/30/2016
6/30/2016 
Implementation Guide
Business Process Document
568 PA - Accounts Payment Advisement Transaction 
1.2
2.2 
6/30/2016
6/30/2016
Implementation Guide
Business Process Document
810 SR - Invoice Transaction - Single Retailer
2.4
2.2
2.2
1.1
5/31/2019
4/7/2015
4/30/2018
10/23/2014
Implementation Guide
Data Dictionary
Business Process Document
Remittance Procedures
810 UBR - Invoice Transaction - Utility Bill Ready 
1.5
1.3
1.2
4/30/2018
4/7/2015
6/30/2016
Implementation Guide
Data Dictionary
Business Process Document
810 URR - Invoice Transaction - Utility Rate Ready 
1.6
1.3
2.2
4/30/2018
4/7/2015
5/31/2019
Implementation Guide
Data Dictionary
Business Process Document
814C - Change Transaction
2.4
2.2
2.7
5/31/2019
5/31/2019
4/30/2018
Implementation Guide
Data Dictionary
Business Process Document
814D - Drop Transaction
1.8
1.6
2.3
10/31/2017
10/31/2017
10/31/2017
Implementation Guide
Data Dictionary
Business Process Document
814E - Enrollment Transaction
2.9
2.7
1.5
5/31/2019
5/31/2019
4/30/2018
Implementation Guide
Data Dictionary
Business Process Document
814HU - Historical Usage Transaction
1.9
1.4
2.4
11/30/2018
3/31/2017
4/30/2018
Implementation Guide
Data Dictionary
Business Process Document
814R - Reinstatement Transaction
1.3
1.2
1.2
10/31/2017
10/31/2017
10/31/2017
Implementation Guide
Data Dictionary
Business Process Document
820 - Remittance Transaction 
2.3
2.2
4/30/2018
6/30/2006 
Implementation Guide
Business Process Document
824 - Application Advice
1.2
1.5
1.1
6/30/2016
6/30/2016
7/24/2015
Implementation Guide - Positive
Implementation Guide - Negative
Business Process Document
867HIU - Historic Interval Usage
1.2
1.1
4/30/2018
10/31/2017
Implementation Guide
Data Dictionary
867HU - Consumption History Transaction
1.8
1.5
4/30/2018
3/31/2017
Implementation Guide
Data Dictionary
867MIU - Monthly Interval Usage
1.1
1.1
10/31/2017
10/31/2017
Implementation Guide
Data Dictionary
867MU - Monthly Usage Transaction
2.7
2.4
2.3
5/31/2019
1/29/2016
3/31/2017
Implementation Guide
Data Dictionary
Business Process Document
997 Functional Acknowledgement
2.2
1/29/2016
Implementation Guide

EDI Testing and Certification

Case 98-M-0667

Consistent with Uniform Business Practices (UBP) 2.B.2. and 2.C., ESCOs applying to serve customers are required to identify the name of the utility that will conduct EDI Phase I testing (or determine that testing is not necessary).


Phase I EDI Testing – Utility Contact Email Addresses

EDI Certification Documents

EDI Working Groups

The EDI Business Working Group (Business) is charged with developing the EDI business requirements pursuant to the Order in Case Number 12-M-0476. The EDI Technical Working Group (Technical) is charged with developing and/or modifying EDI Transactions, Business Process Documents, Data Dictionaries and Implementation Guides based upon the requirements developed by the Business Working Group. The Technical Working Group will also address related EDI Test Plans.

  • Conference Call Dial In: +1 929-352-1525
  • Conference Code (Meeting ID): 241 018 113 #


EDI Working Group Contact List - Revised February 2020

 

Date
Working Group

Agendas, Minutes, Meeting Materials (PDFs)
February 1, 2024Business/TechnicalAgenda
Workpaper – Market Change Implementation
Draft Meeting Minutes 11/30/2023
November 30, 2023Business/TechnicalAgenda
Workpaper – Market Change Implementation
Draft Meeting Minutes 10/5/2023
October 5, 2023Business/TechnicalAgenda
Workpaper – Market Change Implementation
Draft Meeting Minutes 07/27/2023
July 27, 2023Business/TechnicalAgenda
Workpaper – Market Change Implementation
Draft Meeting Minutes 05/25/2023
May 25, 2023Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 03/23/2023
March 23, 2023Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 01/26/2023
January 26, 2023Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 10/27/2022
October 27, 2022Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 8/25/2022
August 25, 2022Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 6/23/2022
June 23, 2022Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 4/28/2022
April 28, 2022Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 2/24/2022
February 24, 2022Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 12/8/2021
December 8, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 10/28/2021
October 28, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 9/23/2021
September 23, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 8/26/2021
August 26, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 7/22/2021
July 22, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 5/27/2021
May 27, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 3/25/2021
March 25, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 2/25/2021
February 25, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 1/28/2021
January 28, 2021Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 11/19/2020
November 19, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 10/22/2020
October 22, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 9/24/2020
September 24, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 8/27/2020
August 27, 2020Business/TechnicalAgenda
Draft Meeting Minutes 7/30/2020
867 Bill Option Alternatives - Supplier and Provider Responses
July 30, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Workpaper - Net Metering Utility Questions
Workpaper - 867 Bill Option Alternatives
Draft Meeting Minutes 6/26/2020
June 26, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Draft Meeting Minutes 5/22/2020
May 22, 2020Business/TechnicalAgenda
Draft Meeting Minutes 4/24/2020
April 24, 2020Business/TechnicalAgenda
Workpaper - Market Change Implementation
Workpaper - 867 Change Request
Draft Meeting Minutes 3/27/2020
March 27, 2020Business/TechnicalDraft Meeting Minutes 2/28/2020
Agenda
Workpaper - Market Change Implementation
February 28, 2020Business/TechnicalDraft Meeting Minutes 1/31/2020
Agenda
Workpaper - Market Change Implementation
Workpaper - 867 Usage Net Meter Sample Transaction
January 31, 2020Business/TechnicalDraft Meeting Minutes from 11/22/2019
Agenda
Workpaper - Market Change Implementation
November 22, 2019Business/TechnicalDraft Meeting Minutes from 10/25/2019
Agenda
Workpaper - Market Change Implementation
October 25, 2019Business/TechnicalDraft Meeting Minutes from 9/27/2019
Agenda
Workpaper - Market Change Implementation
September 27, 2019Business/TechnicalDraft Meeting Minutes from 8/2/2019
Agenda
Workpaper - Market Change Implementation
August 2, 2019Business/TechnicalDraft Meeting Minutes from 5/24/2019
Agenda
Workpaper - EDI Report Update
Workpaper - 814C/E Net Meter Logic
Workpaper - 867 Net Meter/Community DG Proposed Changes
Workpaper - Market Change Implementation
Workpaper - 814E Errata - Human Needs Indicator
May 24, 2019Business/TechnicalDraft Meeting Minutes from 4/26/2019
Final Meeting Minutes from 5/24/2019
Agenda
Workpaper - Net Meter Indicator
Workpaper - Market Change Implementation
Workpaper - Established EDI Service Providers
Workpaper - 814C/814E Bill Calculator Segment Modifications
Workpaper - 6/30/2019 EDI Report Preparation
April 26, 2019Business/TechnicalDraft Meeting Minutes from 3/29/2019
Final Meeting Minutes from 4/26/2019
Agenda
Workpaper - Established EDI Service Providers
Workpaper - Market Change Implementation
Workpaper - NYS Sales Tax Changes
Workpaper - Net Meter Indicator
March 29, 2019Business/TechnicalDraft Meeting Minutes from 3/15/2019
Final Meeting Minutes from 3/29/2019
Agenda
EDI Working Group Contact List Rev. 3/2019
Workpaper - EDI Report Preparation
Workpaper - Market Change Implementation
March 15, 2019Business/TechnicalDraft Meeting Minutes from 2/15/2019
Final Meeting Minutes from 3/15/2019
Agenda
Workpaper - MDSP Modifications
Workpaper - Market Change Implementation
Workpaper - ConEd Sample 867MIU - Gas Interval Usage
Workpaper - ConEd Sample 867HIU - Gas Interval Usage
February 15, 2019Business/TechnicalAgenda
Draft Meeting Minutes from 2/1/2019
Workpaper - EDI Working Group Contact List
Workpaper - 810SR BIG08 Clarification
Workpaper - Market Change Implementation
February 1, 2019Business/TechnicalAgenda
Final Meeting Minutes 2/15/2019
Workpaper - 810R BIG08 Clarification
Workpaper - Market Change Implementation
Workpaper - November 30, 2018 EDI Report Update
Workpaper - Electronic Invoicing – Statewide Financial System EDI Standards
Workpaper - Electronic Invoicing – Statewide Financial System Presentation
Draft Meeting Minutes from 11/16/2018

Utility Guides

The New York Electronic Data Interchange (EDI) Standards Guides provide some flexibility to utilities with regard to the manner in which it implement New York’s EDI Standards.  This flexibility is designed to accommodate differences in utility business systems and service offerings. As a supplement to the NY EDI Standards Guides, each utility maintains its own Utility EDI Guide to identify various factors or elections including, but not limited to, support of optional EDI transaction elements, test plans, etc. as they relate to a specific utility’s implementation.

The links below are direct links to each utility’s EDI Guides or utility web pages from which the EDI Guides are available.