This was the explanation I too received many years ago but at that time CFE was unable to execute the plan. Perhaps their computer system has been modified.
Each month you have a credit you generate an acumulada. That credit would have to go into a bucket for this month. If you have an aplicada meaning you are eating away at a credit, it would have to come from the oldest bucket having a balance. Depending on your usage it could take more than one month's credit to break even.
While CFE has the historical usage information accumulated monthly for a 2 year period, they had no such method to store similar information about solar credits.
Bancomer does a similar thing with their puntos. After 12 months the oldest period drops off but in their case, the system is designed to track points by month. When you use points, they are debited from the oldest months on file until they're totally gone.