When you have a new Site, you will need to create the Site and any Accounts, Meters, Sub Meters, Virtual Meters, Channels and Supply Points.
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Adding a Site
Right click on the Site Group
Enter the Site Name, Benchmark, ID's on the Site tab
Click on the Location tab and enter the address details
Click OK
Adding a Meter
Right click on the Site
Click Add
Click Meter
| Field | Description |
|---|---|
| Name | Add the Meter Serial Number |
| Number | Add the Meter Serial Number |
| Identifier | Add the Meter Serial Number |
| Location | Enter the location (if known) |
| Commodity | Choose Electricity, Gas, Water etc |
| Meter Type | Choose Code 5, Domestic etc |
Use installation date | Tick to add a date |
| Installation date | Add the date the meter was installed |
Click OK
Adding a Periodic Channel
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Choose either Non-Periodic Channel or Periodic Channel.
Right click on the Meter
Click Add
Click Non-Periodic Channel (or Periodic Channel)
| Field | Description |
|---|---|
| Name | Enter the name of the Channel (usually the supply number or the meter number) |
| Data Load ID 1 | If half hourly downloads, this will need to be the identifying number on the import |
| Data Load ID 2 | Rarely used, but some imports may have 2 IDs |
| Channel Register | Choose from All Day, Day, Night etc (default is All Day) |
| Data type | Defaults to Energy Consumption for Gas and Electricity, change to Volumetric Consumption for Water |
| Time Zone | This should be the same as the Time Zone set in the Billing Group. Click here for details of the Billing Group Setup |
| Unit of Measurement | Defaults to kWh for Gas and Electricity, change to M3 for Water |
| Conversion Factor | Defaults to 1 |
| Data Measurement | Defaults to Consumption |
| Channel Data Quality | Defaults to Primary |
| Closed | Only used if closing the Channel |
| Meter Readings | Tick to indicate that the consumption will be entered in meter readings (not as consumption values) |
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Right click on the Site
Click Add
Click Meter
Complete the Meter Editor pop up in the same way that you would a standard Meter (see above)
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Virtual Meters can also be used with calculations. For example you may have a Sub Meter in a Shop Unit, but you also want to charge a portion of the Main Meter. Both Meters are added to the Virtual Meter and a sum entered with the equation.
Right click on the Site
Click Add
Click Virtual Meter
| Field | Description |
|---|---|
| Name | Enter the name for the Virtual Meter |
| Description | (optional) |
| Commodity | Choose from the dropdown |
| Equation | Leave blank if you want to add together all of the Meters in the Selected section An example equation may be that you want to charge for a Sub Meter and a 1/4 of the Main Meter. The Equation would be [1]+([2]/4). |
| Selecting from items of type | Defaults to Meter. Can be changed to:
When you change the Item type here, the Unselected box will show any available |
| Show all tickbox | Tick to show all available Meters across the whole database |
| Unselected | Shows any available Meters for the Site The search field allows you to search all the Meters
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| Selected | Drag and drop Meter(s) from the Unselected section |
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An Account is required if you intend to enter your Utility Bills into Sigma and then use the consumption details for billing Tenants.
Right click on the Site
Click Add
Click Account
| Field | Description |
|---|---|
| Account Number | Enter the Utility bill Account Number |
| Commodity | Choose the Commodity from the dropdown list |
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Click OK to create the Account
Creating a Tenant
A Tenant will need to be created it you are creating a new Site or moving a new Tenant into an existing Site.
The Tenant screen holds details of the Tenants name and VAT Registration Number along with a Location tab to enter a billing address.
Right click on the Organisation
Click Add
Click Tenant
Alternatively expand the Tree Selector
Right click on TENANT
Click on Add Tenant
The Tenant Editor opens
Configure the Tenant details as follows:
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Name of the Tenant
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Click on the Location Tab
Add details in the Contact Address fields if you want the billing address to appear on the bill
Click OK to save
The Tenant details are saved and the Tenant Editor closes
Creating the Tenant Account
A Tenant Account need to be created for each Supply Point that represents the supply of a Commodity to the Tenant.
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Right click on the Tenant
Click Add
Click Tenant Account
The Tenant Account Editor opens.
Configure the Tenant Account details as follows:
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Enter the Account Number of the Tenant Account.
Note: As there is a one-to-one relationship between a Tenant Account and a Supply Point, it is good practice is to enter the Supply Point Name and Commodity for consistency. Example: Community Centre_585656545654565646646_Electricity
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Click OK
The Tenant Account details are saved and the Tenant Account Editor closes.
Click OK to save the Tenant Account
Creating a Tenant Contract
The Tenant Contract is under the Tenant Provider in the Tree Selector. A Tenant Provider represents the Organisation / Site Manager that is billing the Tenants and holds the Contracts and Tariffs for Tenant Billing.
If this doesn't already exist, set up new Provider using this page: Adding / Maintaining a Tenant Provider.
A Tenant Contract may already exist.
To check this:
Click on the Tenant Provider in the Tree Selector
Click CONTRACT
Right click on the Contract to view the details
If not, create as follows:
Right click on the Tenant Provider in the Tree Selector
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The Contract Edit pop up opens
Complete the popup as follows:
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Click OK to save and create the Tenant Contract
The Contract is now visible under the Tenant Provider
Creating a Cost Definition (if it doesn't exist already)
Click here for more details on how to create a Cost Definition
Creating a Tariff (if it doesn't exist already)
Click here for more details on how to create a Tariff
Creating a Tariff Connector (if using Consumption from the Utility Bills)
Click here for more details on how to create a Tariff Connector
Creating a Tenant Supply Point
The Tenant Supply Point brings the Items together to enable billing, such as the Tenant, Meter, Account and Contract.
The Tenant Supply Point is created under the Site. There is a separate Supply Point for each commodity.
Right click on the Site
Click Add
Click Supply Point
The New Supply Point Commodity popup opens
Select the Commodity
Note: For Electricity - untick Inlcude MPAN data on Electricity Supply Points ans a 'fully MPNA' is not required
Click OK
Enter the Supply Point Name, for example CoffeeShop_MHQ_Ele
Copy and paste the Name into both the Reference and Identifier fields
Note: When using more than one word, separate with an underscore otherwise the spaces are stropped out when imported using a tag.csv file.
Click OK to create the Tenant Supply Point.
The Tenant Supply Point is now visible in the Tree Selector, but will show in red as no Items have been associated with it.
Associating a Tenant Supply Point with Tenant, Meter, Account and Contract
The Items associated with the Supply Point will be used to bill the Tenant.
Open the Tenant Supply Point
Right click on the Tenant Supply Point from the Tree Selector
Click Edit
The Supply Point Editor popup opens.
Change the Supply Point to Tenant
Click Tenant in the Supply Details
Add the Contract Dates
Click 
The Manage Contract for Tenant popup opens.
Click 
to start the Contract
Sigma will default to show a start date of today and tick No end date.
If you do not need a start or end date, tick No start date
Alternatively, tick or untick the start and end dates as required and amend the dates as required
Add the Contract
Click on the dropdown and select the relevant Contract
Add the Tenant Account
Click on the magnifying glass to add the Tenant Account
The Tenant Account Selector popup opens:
Click on the magnifying glass to view all Accounts
Highlight the Account
Click OK to return to the Manage Contract for Tenant popup
Add the Meter
Drag and drop the Meter from the Available Meters to the Selected Meters section.
Click OK to return to the Supply Point Editor popup where you can see the associated Items have been added
Click OK to close the Supply Point Editor
Adding a Tenant Account to a Billing Group
Now the Supply Point has been set up along with the Tenant, Tenant Account etc, this needs to be added to a Billing Group to enable bills to be produced. The Tenant Account will be defined as Unassigned until it is attached to a Billing Group
The Tenant Billing Groups are shown in the Tenant bill Run Initiation Activity.
To add your new Tenant Account to a Billing Group:
Click on the Tenant Bill Run Initiation icon in the Sigma Welcome Screen:
or select the Tenant Billing from the Sigma Activities dropdown list
Select the Tenant Bill Run Initiation sub-menu item:
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Select the Tenant Billing Group in the Tenant Billing Groups section
Click on 
Select the required Filter options
Click Apply Filter to search and select the required Unassigned Tenant Account(s)
Highlight the Account
Click Assign at the top of the section
Alternatively right click on the Tenant Account
Click Assign
The selected Tenant Account is assigned to the Tenant Billing Group highlighted at the top of the screen
The screen is updated so that the selected Tenant Account is no longer displayed in the Unassigned Tenant Accounts section.