If Sigma cannot find the Account number, the status will show as Query and the Account number will be highlighted in Red

Table of Contents

Account Number

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in Red in EDI Batch Management

Investigation will need to be done to see Investigate as to why the Account number cannot be found:

• Is the Account/Site in Sigma?
• Has the Account Number changed (But but the Supplier is still the same)?
• Has the Account Number and Supplier Changed?

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• Right click on the Bill > View Printed Bill
  • Note the Site Address, Commodity, Meter Number and Supply Point ID from the Bill
• Open Estate Management and search for all of the above to see if the Account already exists
  • If you can find the Site, Meter and/or Supply Point but not the Account - the Account will need to be created
  • If you find the Site, but a different Account Number - the Account number will need to be updated
  • If you find the Site, but a different Account Number and Supplier - the Account and Supplier will need to be updated
• See below for more details 

Account not in Sigma

Search for the Site, Account, Meter and/or Supply Point in Sigma to see if any already exist

• If the Site doesn't exist
  • Click here for more information on creating a Site
• If the Site exists but not the Account
  • Click here for more information on creating an Account

Account Number has changed but the Supplier is still the same

Search for the Site, Account, Meter and/or Supply Point in Sigma to see if any already exist

• If the Site exists, but the Account number is different:
  • Check the details to see if the Supplier has also changed
  • If it is just the Account number that has changed:
    • Click here for more information on how to amend the Account number 

Account Number and Supplier has changed

Search for the Site, Account, Meter and/or Supply Point in Sigma to see if any already exist

• If the Site exists, but the Account number is different:
• Check the details to see if the Supplier has also changed
If the Account and the Supplier have changed:Click here for more information on how to amend the Account number and Supplier

Actions

Site Not Found 

• Create the Site
• Create the Account, Supply Point, Meter etc using the Setup Wizard

Meter Number found

If the Meter Number on the current bill matches one in Sigma, check if an Account associated with the Meter

• From the Meters & Channels tab, highlight the Meter and check the Related Items (bottom right hand corner).  If they are the same:
  • Check the last bill to see if the Meter Number / Supply Point and Supplier are the same as your current bill
  • Also check to see if the meter readings follow on
    • If YES - check if the Supplier is the same as the last bill
      • If YES - change the Account number using the Account Wizard
        • If NO - change the Account number and the Supplier using the Change Contract on the Supply Point tab
    • If NO - create a new Account, Meter, Supply Point etc using the Setup Wizard - from the Site tab, right click on the Site > Setup Wizard

Supply Point found

If the Supply Point on the current bill matches one in Sigma, check if an Account associated with the Supply Point

• From the Supply Point tab, highlight the Supply Point and check the Related Items (bottom right hand corner).  If they are the same:
  • Check the last bill to see if the Meter Number / Supply Point and Supplier are the same as your current bill
  • Also check to see if the meter readings follow on
    • If YES - check if the Supplier is the same as the last bill
      • If YES - change the Account number using the Account Wizard
      • If NO - change the Account number and the Supplier using the Change Contract on the Supply Point tab
    • If NO - create a new Account, Meter, Supply Point etc using the Setup Wizard - from the Site tab, right click on the Site > Setup Wizard

Refreshing the EDI Batch Management Activity

Once you have added or updated the Account number, you need to refresh the EDI Batch Management Activity

• Right click on the Account > Refresh Account Check
  • The Account number will change from Red to Green   and the status will change to Query (Orange)
• Right click again on the Account > Re-evalulate bill(s)
  • The Bill will be re-evaluated and the status will change to Passed, Query or Failed (depending on whether it passes Validation or not) 
• Investigate as above and load the Bill

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