Introduction

This section of the User Manual will help you maintain your estate database. It shows how to change an Account Number, Contract, Meter etc

Changing the Account Number only

If the Supply remains the same, and only the Account Number has changed, click on the link below:

• Changing the Account Number (Supplier remains the same)

Changing the Supplier and Account number

If you change Supplier, you need to update the Account number and the Contract in Sigma.

Right click on the Supply Point > Edit

Click Change Contract

From Date - Enter the date of the change

Contract – Change to the new Contract

New Account Number – Enter the new number

Click OK

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OR

From Bill Entry > Supply Overview

Click on the Supply Point, which will open the Supply Point Editor in Sigma

Follow the above instructions

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Open Estate Management Activity

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• Search for, and highlight the Site, Account or Supply Point using the Data Selector 
• Click on the Supply Point Tab 
• Highlight the Supply Point
• Check that the old Account number shows in the Related Items section
• Click Change Contract

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The Change Contract popup appears

• Change the date to the date you want the Account number changed
• Change the Contract from the dropdown 
• Enter the new Account number 

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• Click OK

Error Messages

Sigma will show an Error Message if the details are not correct. 

For example, if you try to enter a date that is within the current Contract Period

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Refreshed Data

Notice that the Related Items section refreshes to show the new Account number (along with the previous Account number(s)).

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Changing the Supplier and Account number in Bulk

The above process shows how to amend individual Contracts/Account Numbers.

If you want to do this in bulk, use the Supply Migration Activity.