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Loading an EDI File
Open EDI Batch Load Activity to Import import the File
- Click
- Click Choose Files
- Locate your file
- Click Open
- Click OK
Click here for details on how to import EDI Files Automatically
Duplicate Files
Sigma will check to see if the file has already been loaded. If so the following error (in red) will display:
- Click Cancel so as not to load the duplicate file.
The file will still show in the EDI Batch Load Activity.
To remove from Sigma:
- Right click on file
- Click Remove EDI Delivery
The file will be removed from Sigma.
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Click OK for the file to show in the list and is ready to be processed.
Processing the File
- Highlight the File
- Click
The file will move to the Queued Files section
...
The file is removed from the list, and the action is complete
- Move to EDI Batch Management Activity to process the bills
Notifications
If you have chosen to turn on notifications in the Batch Load Activity, the follow shows examples of the emails:
Completion Notification - Passed Bills Loaded to
...
Account
The following email is sent:
Completion Notification - Batch Not Accepted Due to Tolerance
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The following email is sent:
Error Notification - File Not Processed. Invalid Format/Structure
Managing the Batch
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 
to Accept the Batch
Click Accept
Click Yes
X out of the screen
Header Details
The header gives details regarding the Batch:
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A unique ID
...
...
The
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Working through the Queries and the Failed Bills
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 any 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, then click OK to close.
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
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.
Loading the Passed Bills to the Accounts
Note: if you have chosen to automatically load Passed Bills to Account, some bills will already show 
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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Bill Status
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Right Click Options
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View Sigma Bill will show you how the EDI data has loaded into the Sigma billing screen, much like Bill View or Bill Entry
View Printed Bill will show the Bill Entry details in an invoice style
View EDI Bill will show the data provided within the EDI file
View Validation Notes will show all of the validators that processed against the bill and the resulting status
View Status Notes will show any validations preventing the bill from loading
View Status History will show how the status has changed, when and by whom
View in Account Context will open a pop up so that you can see the bill in the context of all the existing bills. See below for more details
Toggle Status will change the status of the bill to pass where possible
Move EDI Bill to Account will load a bill to the Account and change the status to ‘Loaded’
Bill Flags and Documents will allow the user to attach a document to the bill as well as amend the (a) and (r) flags where required
Edit Memo will allow you to view all existing memos and add a new one
Re-evaluate bills(s) will allows you to re-valuate the bill(s) you have highlight (if you want to re-evaluate all the bills, use the Re-evaluate current batch option at the top of the screen
Refresh Account Check will check to see if there is a matching account number in the database
View Account opens up the Account Editor window
Estate Management opens up on the Accounts tab of the Estate Management Activity, with the Account number highlighted. See below for more details
Edit Queries allows the user to edit existing queries associated with the Account
Generate Queries allows the user to create a query on the Account
View in Account Context option
This option allows you to display a pop-up of all the bills for this account - including the bill in the EDI Batch Management. It will highlight the Bill in grey.
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 
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.
From here you can click on other options to move to other Activities such as:
- Bill Entry Original
- Bill Entry
- EDI Account History
- Validation Management
- EDI Batch Management
- Reporting
- Analysis
Alternatively, click on one of the Tabs to view data at a Site Level:
- 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 Click and Open to download the File if required
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following email is sent: