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Excerpt

Compares any figure in Sigma that changes over time against a figure in an Associated Data channel. For example, comparing the Electricity Pence Per Unit (PPU) against an Associated Data Channel attached to an Account.

Requirements

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This Validator can be used to verify the pence per unit (PPU) rates on your bill against the rate you expect it to be (which will be entered in an Associated Data Channel). 

If you are on a flexible contract, but have locked in your volumes and have an expectation of the rate you will be charged, if this is entered in the Associated Data Channel before the receipt and processing of the bill, it can be validated.


Requirements

  • Knowledge of how to find identify Bill Tags (the number that identifies each field in a bill)  
  • Needs an An Associated Data Channel creating needs to be created with the specified value, ie the Electricity Gas PPU rate
    • If the value varies from Account to Account, you would need an Associated Data Channel for each Account.  If the value is the same for every Account, the Associated Data Channel could be  set up at Organisation level. 
      • The PPU values needs to be added to the Channel for the period of time that the rates are effective.  When prices change, the Channel can be updated
    • Different Associated Data Channel Types need to be created for each type of PPU, for example
      • PPU ELEC RATE 1
      • PPU ELEC RATE 2
      • PPU GAS RATE 
      • PPU WATER
    • Click here for more details on how to create an Associated Data Channel

                    

  • Set up the Validator at Account level  (most Validators are set up at  Organisational level)

For example; This Validator can be used to verify the pence per unit (ppu) rates on your bill against the rate you expect it to be (which will be entered in the Associated Data Channel). 

If you are on a flexible contract, but have locked in your volumes and have an expectation of the rate you will be charged, if this is entered in the Associated Data Channel before the receipt and processing of the bill, it can be validated.

Validation Capability

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Validation Capability

  • Compares the values/rate entered in the invoice against the rate(s) in the Associated Data Channel, based on the time and date of the billing period
    • Rates are time and date stamped which means older invoices can be processed and validated against the older rates as well as the current invoice being processed if the rate has changed
  • Can be set to expect compare the exact value or set to compare within a % percentage tolerance

Validator Set Up

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Variables

FieldDescription
Bill tag to be checked against Associated Data

Click here for information on how to find the Bill Tag, for example enter 577 2201 for the Electricity Rate 1 Gas PPU

Tolerance % for bill tag value when compare to Associated Data

Minimum value of 0 (This would mean the two figures will need to match exactly)


Actual Associated Data Channel












Use either the Actual Associated Data Channel OR

The Associated Data Type (see below)



The exact name of the Associated Channel located under the parent Item (ie the Account)

Enter: PPU ELEC RATE 1  GAS RATE   (Exactly as written in the Channel Name field)

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Associated Data Type

Enter the Associated Data Channel Type located in the Associated Data Channel under the Account.   Enter this exactly as it is in the Channel.  For example:

Enter: PPU GAS RATE   (Exactly as written in the Data type field)

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In the Associated Data Channel:

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OR right click on the Associated Data Channel > Manage Associated Data:

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Actual Parent Item holding the required Associated Data Channel

If not chosen, use the second option below

 Use  to choose the actual Item, such as the Account  (NOT Mandatory). 

If not chosen, use the second option below

Type of parent item where the required Associated Data is stored

Choose the Item type from the dropdown,  such as Account, Site etc that the Associated Data Channel sits under.  For example Account


Bill Entry details

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Associated Data Channel details

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Failure Prompt

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Bill Tag vs Associated Data value: FAILED   - the name of the Validator

Bill tag value (5772201)=0.155 017456 The tag number and value the validator is checking (15.5p)

Associated data value (PPU ELEC GAS RATE 1) 0.0105 0165 The figure in the Associated data channel that it is checking against  (10.5p)

Therefore, the The two figures (10Bill: 1.5p and 15.5p7456p and Associated Data Channel: 1.65p) do not match exactly and the validator fails (as a 0% tolerance has been set)