Accounts Missing a Supply Point Link

If there are Accounts that are not linked to a Supply Point:

Investigating the Issue

• From Energy Intelligence, copy the Account Number
• Open Estate Management and change the Item to Account
• Search and highlight the Account, which will open the Accounts tab 
• Note, the Related Items confirms that the Account is not linked to a Supply Point

Rectifying the Issue

Establishing the correct Supply Point

• Check the bills in Bill Entry to see if a bill shows the Supply Point:
  • Open the Accounts tab and highlight the Account 
  • Click on Bill Entry
    • If the PDF has been attached, open to check for the Supply Point number
• Alternatively, this may need to be done outside of Sigma

Checking to see if the Supply Point already exists in Sigma

Once you have confirmed the Supply Point number that matches the Account:

• Click on the Supply Point tab and check to see if the Supply Point is in the list

Creating a new Supply Point (if one doesn't exist)

• Click here for details on how to create a new Supply Point 

Linking the Account to the Supply Point

• Highlight the Supply Point in the Supply Point tab
  • Click Manage Contract For Supply
  • Choose the Account from the Current Account dropdown

Confirming the Account is linked to a Supply Point

• From either the Supply Point or Accounts tab, highlight the Supply Point or Account and check the Related Items section.  This will show the Supply Point, Meter, Account, Contract etc, confirming that they are now linked