Texas Standard Electronic Transactions (TX.SET) Overview
Texas Standard Electronic Transactions (TX.SET) provide an interactive platform for various transactions involving ERCOT and non-ERCOT entities. The TX.SET Version 4.0 includes a range of transaction names and documents related to service orders, outages, invoices, customer information maintenance, date changes, enrollments, historical usage data, and more, offering a comprehensive view of the transaction flow and processes involved.
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Texas Standard Electronic Transactions (TX SET) Interactive Many transactions involve ERCOT 2
Texas Standard Electronic Transactions (TX SET) Interactive Some transactions do not involve ERCOT 3
Texas Standard Electronic Transactions (TX SET) Interactive Overview of transaction flow 4
Transaction Names TX SET Version 4.0 Transaction Names Inventory Transaction Document Title 650_01 Service Order Request 650_02 Service Order Response 650_04 Planned or Unplanned Outage Notification Transaction Document Title 810_02 TDSP Invoice 810_03 MOU/EC TDSP Invoice Document Flow CR to TDSP TDSP to CR TDSP to CR Document Flow TDSP to CR CR to MOU/EC TDSP Document Flow CR to TDSP MOU/EC TDSP to CR TDSP to CR CR to MOU/EC TDSP CR to ERCOT ERCOT to CR ERCOT to TDSP TDSP to ERCOT ERCOT to CR ERCOT to CR CR to ERCOT ERCOT to CR ERCOT to TDSP TDSP to ERCOT ERCOT to CR Transaction 814_PC Document Title Maintain Customer Information Request 814_PD Maintain Customer Information Response 814_01 814_02 814_03 814_04 814_05 814_06 814_08 Switch Request Switch Reject Response Enrollment Notification Request Enrollment Notification Response CR Enrollment Notification Response Loss Notification Cancel Request 814_09 Cancel Response 5
Transaction Names TX SET Version 4.0 Transaction Names Inventory 814_11 Drop Response 814_12 Date Change Request ERCOT to CR CR to ERCOT ERCOT to CR ERCOT to TDSP TDSP to ERCOT ERCOT to CR ERCOT to POLR ERCOT to Designated CR during Mass transition CR to ERCOT ERCOT to CR CR to ERCOT ERCOT to MOU/EC TDSP ERCOT to CR MOU/EC TDSP to ERCOT TDSP to ERCOT ERCOT to CR ERCOT to TDSP ERCOT to CR CR to ERCOT ERCOT to TDSP TDSP to ERCOT ERCOT to CR CR to ERCOT ERCOT to TDSP ERCOT to TDSP TDSP to ERCOT ERCOT to CR ERCOT to TDSP 814_13 Date Change Response 814_14 Drop Enrollment Request 814_16 814_17 814_18 Move In Request Move In Reject Response Establish/Delete CSA Request 814_19 Establish/Delete CSA Response 814_20 ESI ID Maintenance Request 814_21 814_22 814_24 ESI ID Maintenance Response CSA CR Move In Request Move Out Request 814_25 Move Out Response 814_26 Historical Usage Request 814_27 814_28 Historical Usage Response Complete Unexecutable or Permit Required 814_29 Complete Unexecutable or Permit Required Response 6
Transaction Names TX SET Version 4.0 Transaction Names Inventory Transaction 820_02 820_03 Document Title Document Flow CR to TDSP MOU/EC TDSP to CR Document Flow CR to TDSP CR to ERCOT ERCOT to TDSP Document Flow TDSP to ERCOT ERCOT to CR TDSP to ERCOT ERCOT to CR TDSP to ERCOT ERCOT to CR Document Flow All CR Remittance Advice MOU/EC TDSP Remittance Advice Transaction 824 Document Title Invoice or Usage Reject Notification Transaction 867_02 Document Title Historical Usage 867_03 Monthly or Final Usage 867_04 Initial Meter Read Transaction 997 Document Title Functional Acknowledgement 7
Transaction Flows Switch Reject & Accept 8
TX SET Swimlanes Switch Reject & Accept 9
Transaction Flows Switch Hold Add/Remove - DPPs 10
TX SET Swimlanes Switch Hold Add DPP 11
TX SET Swimlanes Switch Hold Remove - DPPs 12
Transaction Flows Switch Hold Add/Remove - Tampering 13
TX SET Swimlanes Switch Hold Add - Tampering 14
Transaction Flows Switch w/ Switch Hold 15
Transaction Flows Move In Reject & Accept (ERCOT) 16
Transaction Stacking Logic Operating Rule 1 17
Transaction Flows Move In w/ Permit Required 18
Transaction Flows Move In w/ Date Change & Cancel 19
Transaction Flows Move Out Reject & Accept (ERCOT) 20
Transaction Stacking Logic MVO Trumps SWI 21
Transaction Flows Move Out w/ Future dated Switch 22
Transaction Flows Continuous Service Agreement (CSA) Add & Delete 23
Transaction Flows Move Out to CSA 24
Transaction Flows Disconnect for Non-Pay (DNP) Reconnect after DNP 25
Transaction Flows Disconnect for Non-Pay (DNP) Move Out after DNP 26
Electronic Data Interface (EDI) Transactions Example of an 814_20 EDI transaction 27
TX SET Implementation Guides w/ Examples 814_20 EDI transaction example meter exchange 28
TX SET Implementation Guides w/ Examples 814_20 EDI transaction guide 29
ERCOTs Market Information System (MIS) Find ESI ID Point out key attributes- status, premise type, Switch Hold, AMS Indicator, metered flag, MRU, dates Link to View Transactions for past 7 months 30
ERCOTs Market Information System (MIS) Find Transactions Learning how to read ERCOT Key points: Transaction status, key dates Review some examples of ESIs with the following: MVI, no CSA MVI on retired ESI ID MVI with permit pending MVI with permit required Switch and customer loss MVO to CSA, with date change HU requested after MVO to CSA - Switch > MVO to CSA > then MVO BY CSA - MVI with another CR - MVI with TXUE on same day > Cancelled after ERCOT reviewed for SMRD that is on same day MVI energized, no other CR, metered premise - MVO trumped by MVI - MVI with another CR - CSA Addition - MVO to CSA - MVI with another CR > customer loss for TXUE on CSA 31
Est ut oportere expetendis: Sed partem utamur ei Has mundi bonorum te EDI code is translated by each Market Participant s system into a readable format. One does not have to know the code to understand the transaction. 32
