Introduction

Associated Data can be used within Reporting and validating Bills.

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Click here for details on how to update Associated Data Values.

Creating a new Associated Data Channel Type (if it doesn't already exist)

From Database Object Setup Activity:

• Open the Database Object Setup Activity
• Choose the Object type - Associated Data to view all the existing Types

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• Click Image Modified to add a new Type
  • Enter the name of the Channel, for example PPU ELEC RATE 1

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• Click OK to save
• Repeat to add any others you want to use

These types will now be available in the dropdown list when creating the Channel (see below).

Creating the Associated Data Channel

Associated Data can be set up at any level, including Supply Point, Site, Account and Meter, depending on what the data is. 

Adding Associated Data to a Site

For example, adding Floor Area, Population or Occupancy figures.

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• All existing Associated Data for the Site will show (including those set at Supply Point, Account or Meter level)
• Click New Data for Site

Adding Associated Data to a Supply

From the Estate Management Activity:

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• All existing Associated Data for the Supply Point will show in the pop up
• Click New Data for Supply Point

Adding Associated Data to an Account

For example the Pence Per Unit for an Account.

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• All existing Associated Data for the Account will show in the pop up
• Click New Data for Account

Adding Associated Data to a Meter

• Click on the Meters & Channels tab 
• Highlight the Meter
• Click  Manage Associated Data

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Click OK to create the Associated Data item

Viewing the Associated Data Channel

Once you have added the Associated Data Channel using one of the above methods, the pop up will update to show the new added line.

The below example is showing the Site Associated Data pop up (which shows all Associated Data for the Site, Supply Point, Account and Meter

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Note:  No values have been added yet, therefore the Effective Value, Latest Value and Latest Date columns are blank.

Adding a Value to the Associated Data Channel

• Highlight the newly created Channel
• Click Add Value To End

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The Add Readings pop up appears

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The Associated Data Channel will update with the date and value

Bulk Import Data into Associated Data Channels

For details on how to create the CSV file and import in bulk, click on the below links:

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