...

Anchor
Investigation the Query/Failed Bills Investigation the Query/Failed Bills

Investigating the Query/Failed Bills

Each Failed, Credit or Query Bill needs to be investigated to see what Validators it has failed on, and for you to decide what actions to take.

...

• Click here for more details on the EDI Account History Activity

Anchor
EDI Batch Management Actions EDI Batch Management Actions

EDI Batch Management Actions

Once you have investigated the Bill, you need to decide on the next action:

...

• Right click on the Bill > Copy Failed Bill to Account and the Sigma Bill Editor pop up appears
  • Amend the Bill > Click Save
• Click  to Load the Bill - changes the status to Loaded(M) (Purple) 

Anchor
Account Number not Found Account Number not Found

Account Number not Found

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

...

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

Investigating the Account Number

• Right click on the Bill > View Printed Bill
  • Note the Site Address, 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 existsIf 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

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

Refreshing the EDI Batch Management Activity

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

...

• The Account number will change from Red to Green  Image Removed and the status will change to Query (Orange)

...

• The Bill will be re-evaluated and the status will change to Passed, Query or Failed (depending on whether it passes Validation or not) Image Removed

...

Click here for more information.