Managing the Batch

Once the file has been loaded, you can then managed the Batch.

For more information on how to load a batch, click Loading EDI Files

Opening EDI Batch Management

• Open EDI Batch Management Activity

Accepting the Batch

Note: If you chose to automatically accept the Batch and it has passed the Passed Bill Threshold, this will automatically have been done 

• Click  Image Modified  to Accept the Batch

• Click Accept
• Click Yes

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• Click X to close the pop up

Header Details

The header gives details regarding the Batch:

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Working through the Queries and the Failed Bills

Filtering

Use the Filter option if required.

Export to Excel if required.

• Right click on the Bill > View Status Notes to see what the bill has failed on
• Use Bill Entry to investigate Sigma on previous consumption, costs, etc.

Viewing

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existing queries on the Account

• Add the Account Queried Column to the screen (see Item 1)

If it is ticked and in red, then there is a query on the Account 

• Right click on the Bill > Edit Queries > Edit Account Queries.

Queries in orange are open, Queries in white are closed.

Appending a Query

• Right click on the Bill > Edit Queries > Edit Account Queries
• Right click on the Query > Append Query

This will open the Query Editor and show the appended date and User appending the Query

• Append the Query

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• Click OK to close

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Generating a Query

• Right click on the Bill > Generate Queries > Generate Account Queries
• Tick to append the details of the failed valuation
• Choose the Originator
• Choose the Category
• Add the Query value (following the guidelines). 
• Add your own information to the Query Summary (following the guidelines).  The Batch number and the Invoice number will show in the 
• Click OK
• Right click on the Bill > Toggle Status

Image Modified

Changing from Query or Credit to Passed (no action required)

• Right click on the Bill > Toggle Status

Changing from Failed to Passed (no amendment to the bill required)

Generate a query if required, then:

• Right click on the Bill > Toggle Status

The Validation Results Popup appears to show what validation the Bill has failed on:

• Click Save to show the Choose Option pop up.  You can either choose Query or Override

Overriding Validation

• Click Override
• Choose the User
• Enter the Password
• Enter the reason for the override

• Click OK to close and the bill will change to show as Passed

Querying a Validator

• Click Query
• Select the Validator(s) you want to add the Query for
• Click OK
• Complete the Query Editor
• Click OK

The Bill will now show as Passed  (no override is required as you have created a Query for the Bill)

Changing from Failed to Passed (amendment to the bill required)

• Right click on the Bill > Copy failed bill to Account
• Generate a query if required

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Loading the Passed Bills to the Accounts

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Once you have been through the Batch and passed any queries and failures, you then need to load the bills onto the Accounts, so that they are visible in Bill Entry.

• Click Load passed Bills to target Accounts

All  will change to 

Renaming the Batch

• Right click on the Batch name > Edit
• Rename the Batch in line with the previous batches
• Click OK

Top Tool Bar Options

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It allows you to see the full account history and can help to see any spurious behaviour in previous bills and may help explain the situation.

• Right click on the Bill
• Choose View in Account Context

• Click Image Modified to view the Bill in Sigma 

Estate Management option

This option allows takes you to the Accounts Tab in the  Estate Management Activity and highlights the Account you have click on. 

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• Site Summary
• Supply Point
• Acocunts
• Meter & Channels

• Click here for more information on the Estate Management Activity

Adding/Deleting Columns

• Highlight the Batch in the Item Finder
• Click on the Column Header > Columns, then add/delete as required

Viewing the EDI file in the Document Library Activity

• Click on the Document Library Activity

• Open the EDI Files Folder on the right hand side to see Year, Month and Date files to see any EDI Files that have been saved

• Right

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• click and Open to download the File if required