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Introduction
This section will help you maintain your database.
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You will firstly need a Site in the database. If the Site doesn't already exist, click here for details on how to set up a Site.
Important Information
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Creating the Account, Meter, Channel and Provider using the Setup Wizard
Once the Site has been added, use the Setup Wizard to add the Account, Meter, Channel etc
- Highlight the Site in the Data Selector
- Click Actions
- Click Setup Wizards
The Wizard pop up appears:
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Choose Your Supply Type section
- Select the Supply Type
- Billing (to set up Account and Meter, but no Channel)
- HF Supply (to set up Meter and Channel, but no Account)
- Billing and HF Supply (to set up Accounts and Meters)
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Choose your Supply Commodity section
- Choose the Commodity
- Electric, Gas, Water etc
- Click Next
Specify a Supply Point section
- Enter the MPAN, MPRN or SPID
- Click Validate and Search
- Click Next
- Copy and paste the Supply Point from the Name field to the Reference field
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- Enter the Account Number
- Click Validate and Search
- Click Next
Configure your Account section
- Enter the Meter Serial number (to appear in the Account Editor popup)
- Click Next
Specify a Meter section
- The Meter number will be prefilled from the previous screen
- Click Next
- Enter the Meter Name (usually the same as the Meter Number)
- Enter the Identifier (usually the same as the Meter Number)
- Choose the Meter Type
- Click Next
Specify a Channel section
- Enter the Channel Name (usually the Supply Number or the Meter Number)
- Click Validate and Search
- Click Next
Configure the Channel section
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- Description – prefilled
- Financial Code – Add if used
- Tick Meter Operator, Data Collector or Supplier
- Click Next
Specify a Contract section
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- Click Next
(Monitoring Points are covered here in the User Manual)
Adding a Meter Reading tick to the Non-Periodic Channel
If you have set up a Non-Periodic Channel and are going to enter ad-hoc meter readings, you need to set up the Channel to expect this:
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- Click OK to save
Assigning an Asset Type to the Supply Point, Meter and/or Account
If you want to show an Asset Type against the newly created Supply Point, Meter and/or Account, this needs to be done from the individual Items, or in bulk.
Click below for more information.
Assigning a Meter Relationship to the Meter
If you have Parent and Child Meters (Meters, Sub Meters or Virtual Meters), you can add the relationship to the Meter. This can then be viewed in the Meter Relationship popup.
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