On the Place Assignment tab, choose the appropriate radio button and then click Continue

Adding a Meter

11. On the Place Assignment tab, choose the appropriate radio button and then click Continue

Create a new Building will create a new building for the meter. Refer to the Adding an Organization or topic for more explicit building creation help.

Building

Select a Place will associate the meter with an existing building. Use the hierarchy to select the desired building.

11.

12.

On the General Info tab, complete the relevant information and then click Continue.

Based on the commodity selected, the Name and Code are automatically generated. Edit these fields if desired.

To enter the Address, click the Edit button and add meter address information in the fields provided.

Only ZIP/Postal Code is required. Then click OK.

(optional) Complete the Serial Number information for the meter. Typically, this number is physically stamped on the device by the manufacturer.

(optional) Complete the Import ID for the meter.

13.

On the Additional Meter Info tab, complete the relevant information and then click Continue.

Select the meter primary use from the Primary Use drop-down OR Add a new primary use by clicking the Add button and following the prompts provided.

In the G/L Code field, enter an accounting code used to specify how charges are posted to an organization’s General Ledger. This code is only necessary if the organization is exporting billing data to an accounting system.

If desired, complete the optional Bill Entry Note, which will be associated with the meter. Bill Entry Notes are visible during utility bill data entry for the associated account.

13.

14. On the Rate Code tab, choose the appropriate radio button and then click Continue.

The Rate Code button provides a drop-down list to select an existing vendor rate.

The Create a new rate for this vendor button provides fields to enter the new Rate Code and enter the associated unit of measure.

15.

16.

If the commodity is Electric, select any demand options on the Demand tab. Then click Continue.

16.

17.

On the Template Selection tab, select the desired bill entry template. Refer to Modifying Bill Entry Templates f or additional template information. Then click Finish to save the meter information and close the Meter Wizard. If multiple meters are being created, the Meter Wizard will cycle through the meter creation process again (see Step 11).

On the Channels tab, complete the relevant information.

Add channels by clicking the Add Channel button. Refer to the Adding a Channel topic for more explicit channel help.

Attach the meter to an existing route OR

Create a new route by clicking the + button next to the route drop down.

18.

19.

Click Finish to save the meter information and close the Meter Wizard. If multiple meters are being created, the Meter Wizard will cycle through the meter creation process again.

Review all information from the Confirmation tab; then click Finish to close the Account/Meter Wizard.

Account setup information will be saved and the Wizard will close.

19.

Rules & Restrictions

When adding a meter from the Buildings & Meters Tree View, a new account must be created. If it is necessary to associate a new meter with an existing account, launch the meter wizard (Add Meter button) from the Account Tree View.

The Account/Vendor combination must be unique. The same account number can only be used for different accounts when each of the accounts has a different vendor.

For commodities that do not have a usage unit (i.e. Cable), the unit field is hidden on the Rate Code tab.

that most closely matches the utility bill while including all desired fields for tracking relevant energy data.

This topic will...

describe the process for adding a Bill Entry Template.

provide information on how bill entry templates are named.

Prerequisites

The ability to add a Bill Template requires permissions associated with the following User Roles:

Administrator - Full Access Bill Entry & Account Setup Bldg Administrator

Step-by-Step

Initial Template Selection

A bill entry template is always associated with a meter. The original bill entry template for a meter is chosen from the Account/Meter Wizard during meter creation. Refer to the Adding a Meter topic for information on initial template selection.

Changing a Bill Entry Template

Select Buildings and Meters from the Main Menu. The Buildings and Meters navigation Tree View will be displayed on the left.

Select the meter.

Select the Meter Properties tab. If necessary, scroll down to view the Templates list.

Click the Add Template button.

On the Demand tab (only visible on electric meters), click the check box(es) in the Demand tab that corresponds to the Demand details to be tracked. The click Continue.

On the Template Selection tab, click the radio button corresponding to the desired template selection option.

The Standard template is the simplest template option (used for tracking a minimum amount of information).

The Advanced template is a more complex bill entry template with options for tracking additional utility bill information.

Pick a Template from the Library provides a drop-down list of all available templates for the commodity. Select a template from the drop-down list to display/select the template design.

On the Date Selection tab:

Enter or select an Effective Date that the template should become effective. Date defaults to today's date.

End Date defaults to 'Present'. To change this date, click Present and enter or select the date the template should no longer be effective.

Click Finish. The template will be effective as of the selected Begin Date.

Rules & Restrictions

Using 'Present' as the end date indicates the date will continue to be the current date until 1/1/3000 OR until a template is added after it.

To maintain consistency in tracked data, frequent changes to the bill entry template are not recommended.

Always select the template which most closely matches the desired bill line items to be tracked.

The vendor has changed.

The bill format has changed.

Common naming conventions for the default list of available bill entry templates are (sequentially from left to right):

Vendor Type FD_ signifies “full service” vendor or “distribution”

vendor. This template prefix often indicates a more complex and detailed EnergyCAP-defined template, usually including more bill line items than the Standard or Advanced templates.

S_ signifies a "supply" vendor. This template prefix indicates that usage for this template is

information-only and is not included in any

calculations (because the usage should already be tracked by a parallel FD vendor for this meter).

Optional prefix for the commodity’s abbreviated unit of measure (DKTHM, KWH, etc.)

Abbreviated template description: A - Advanced

S - Standard The demand indicator (Y(es) or N(o), electric meters

only):

N - Not tracking demand Y - Yes tracking demand Time-of-Use indicator (electric meters only): T1 - NOT a time-of-use rate

T2 - Off-Peak and On-Peak rates

T3 - Off-Peak, Mid-Peak, and On-Peak rates Template revision number (1, 2, 3, etc...)

Each meter has an associated bill entry template. The goal in template selection is to choose the bill entry template that most closely matches the utility bill while including all desired fields for tracking relevant energy data.

This topic will...

describe the process for modifying a Bill Entry Template.