Exporting the customer portfolio and protected customers claims If you have customers benefiting from the social tariff, you must submit certain reports to the CREG annually.
Before you can do this, you must first:
How do I generate the customer portfolio export?
Navigate to the social tariff overview page via the navigation bar.
Click on Create.
Select Customer Portfolio.
Enter the start and end date.
Optionally, check "Export customers who have moved."
Click Create.
Download the file.
⚠️ Warning ⚠️
If you have already created a customer portfolio export with the same start and end date, you will see the following error. You can only create one customer portfolio export per period. If you want to generate the customer portfolio export again for the same period, you must first delete the existing export and then create a new one.
✨ Important to know ✨
This is what you need to know about the three modified entity properties and the customer portfolio export:
SOCTAR
If the SOCTAR property is set to "No," the contract will still be included in the customer portfolio export but will not be counted in the total number of contracts eligible for the social tariff.
If the SOCTAR property is not set on the contract, the contract will still be included in the customer portfolio export but not in the total number of contracts eligible for the social tariff.
GOVERNMENT_SHARING_FORBIDDEN
If the GOVERNMENT_SHARING_FORBIDDEN property is set to "No," this customer will be included in the customer portfolio export.
If the GOVERNMENT_SHARING_FORBIDDEN property is not set on the customer, this customer will still be included in the customer portfolio export.
BIM/BVT
This entity property has no impact on the customer portfolio export.
How do I generate the protected customers claims export?
Navigate to the Social Tariff overview page.
Click on Create.
Select Protected Customers Claims.
Choose the correct year.
Click Create.
Download the file.
All settlements and final invoices with an invoice date within the selected year for customers eligible for the social tariff will be included in the export.
✨ Reference Energy Components ✨
We automatically fill in all reference energy components for 2022 and 2023 based on the rates published by CREG. You no longer need to enter these manually.
✨ Important to know ✨
This is what you need to know about the three modified entity properties and the protected customers claims export:
SOCTAR
If the SOCTAR property is set to "No," the contract will not be included in the protected customers claims export.
If the SOCTAR property is not set on the contract, the contract will not be included in the protected customers claims export.
If the SOCTAR property is set to "Yes" and the start and end dates fully match the export year, the customer will be included for the entire export year.
If the SOCTAR property is set to "Yes" and the start and end dates only partially match the export year, the customer will be included only for the partial period.
GOVERNMENT_SHARING_FORBIDDEN
If the GOVERNMENT_SHARING_FORBIDDEN property is set to "No," this customer will be included in the protected customers claims export.
If the GOVERNMENT_SHARING_FORBIDDEN property is not set on the customer, this customer will still be included in the protected customers claims export.
BIM/BVT
If the BIM/BVT property is set to "No," this customer will still be included in the protected customers claims export but classified as Classic.
If the BIM/BVT property is not added to the customer, this customer will still be included in the protected customers claims export but classified as Classic.
⚠️ Warning ⚠️
You must manually fill in Transport (columns Z & AA) and Distribution prices (columns AB to AE).
Invoices with a period end date later than 01/01/{SOCTAR export year+1} will not be included in the export. Example: A settlement with a period from 14/03/2024 to 13/03/2025 will not be included in the 2024 export. A final invoice with a period from 17/02/2023 to 17/02/2024 will be included in the 2024 export.
We split each billed consumption per energy reference component period into the tabs HeatDetail_Res_VAT6%, HeatDetail_Pro_VAT6%, and HeatDetail_Pro_VAT21%.
According to CREG instructions, the split consumption must be recorded without decimal places. On Zero Friction invoices, consumption is noted with two decimal places. This may sometimes result in a small discrepancy between the sum of all partial consumptions in the export and the billed consumption in Zero Friction.
You must manually complete the last two tabs before submitting the full export to CREG:
Classic&BIM-Claim
Claim categories-Classic&BIM