Tariffs define the rate structures that energy retailers charge for electricity, gas, and water. They are used to validate invoice charges, calculate expected costs, and run brokerage commission calculations.
How tariffs are structured
UMS models pricing in three nested layers:
| Layer | Description |
|---|
| Tariff Group | The overall rate plan (for example, “Business Time of Use”), linked to a supplier and an agreement |
| Tariff | A date-scoped version of the group, with a start_date and optional end_date — lets rates change over time while keeping history |
| Tariff Rate | An individual charge component within a version, with a category (peak, off-peak, supply, demand), value, and display_units (c/kWh, $/day) |
Tariffs list
The Tariff Groups page displays every tariff group in your organisation in a data grid:
| Column | Description |
|---|
| Id | Internal identifier for the tariff group |
| Name | Descriptive name of the rate plan |
| Active | Whether the tariff group is currently in use |
| Category | Utility/rate category for the group |
| External Reference | The retailer’s own reference for this tariff |
| Supplier | The energy retailer the tariff belongs to |
| Agreement | The linked agreement |
| Description | Free-text notes (hidden by default) |
For the full build walkthrough — wizard steps, manual rate entry, and CSV import — see the Managing Tariffs guide. Tariff detail page
Selecting a tariff group opens the detail page with a tabbed interface:
| Tab | Description |
|---|
| Overview | Status, category, supplier, and agreement, plus a rate summary — version count, total rates, quantities, a timeline, and a category breakdown |
| Rates | The rates for each tariff version, shown as an interactive tree or a flat table |
| Accounts | The retail accounts this tariff group is assigned to |
| Settings | Edit core fields (name, category, supplier, agreement, external reference) or archive/delete the group |
Rates tab
The Rates tab toggles between a Tree view (rates grouped under their version) and a Table view with columns for description, category, value, display_units, and tax_applicable. Two controls drive it:
- New Version — create a date-scoped tariff version (
description, start_date, optional end_date) so rates can change over time. A group must have at least one version before rates can be added.
- Add Rate — add an individual rate component to the current version.
Tariff assignments
A tariff assignment links a tariff group to a retailer’s retail account for a date range, so incoming invoices are validated against the correct rates. Each assignment records the tariffgroup, account (retail account), start_date, and end_date, and can be edited or removed from the assignment detail page.
Tariff reviews and scenarios
Comparing tariffs against actual or modelled consumption now lives under Scenarios — the tariff review routes redirect there. Use scenarios to model expected costs across rate plans before committing. See Building Scenarios for the workflow.
Accurate tariffs are essential for invoice validation and brokerage calculations — keep versions and effective dates current as retailers re-price.
