Interface and process redesign for the integration of a new portfolio management system

The PFM system serves to map energy procurement as a deal for the customer portfolio of the energy service provider in accordance with different purchasing strategies (12-, 18-, 36-month procurement). The customers are divided into sales ledgers for this purpose. Market prices form the data basis for energy procurement. The market prices and the sales book-specific prices form the basis for forecasts of future financial years and serve for the illustration of a discount calculation in the master data system. At the end of a month and also at the end of a fiscal year, the prices are determined for each sales ledger and form the basis for creating monthly and year-end statements.