Account Number not found

Investigating the Account Number

• 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

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
    • YES 
      • Check if the Supplier is the same as the last bill
        • YES - change the Account number 
          • From the Accounts tab, highlight the Account > click Wizard
        • NO - change the Account number and the Supplier
          • From the Supply Point tab, highlight the Supply Point > click Change Contract 
    • 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
    • YES 
      • Check if the Supplier is the same as the last bill
        • YES - change the Account number
          • From the Accounts tab, highlight the Account > click Wizard
        • NO - change the Account number and the Supplier 
          • From the Supply Point tab, highlight the Supply Point > click Change Contract 
    • NO 
      • Create a new Account, Meter, Supply Point etc using the Setup Wizard - from the Site tab, right click on the Site > Setup Wizard