Queries can be added to Items such as Account, Meters or Sites in various way.  See below for details:


Adding Queries

Adding a Query from an Item

Queries can be added onto Items such as Accounts, Meters, Sites. 

         

Adding a Query from EDI Batch Management

         

If the invoice has a Query or Failed status, you have the option to append the Query details.

         


The Batch number and Invoice number will automatically be added, along with the validation notes.

         


Adding a Query from a Bill in Bill Entry

         


Adding a Query from Bill Entry Supply Overview

A Query can be added from the Supply Overview screen in Bill Entry

         

         


Complete the pop up:

Note: details will show on who raised the query and on what date.  It will also show 'Invoice number : null' as it isnt being raised on a particular invoice, but on the Account.  Amend if required


Adding a Query from the Estate Management Activity

         

Adding a Query from the Events Overview Activity

         


Completing the Query Summary

Once you have the Query Summary pop up, you can see the following details:

Note:  If the Query is created from EDI Batch Management, the Batch number and Invoice number will appear in the summary, along with details of the failed validation (if previously ticked).


         



Viewing Existing Queries

Once a Query has been created it can be viewed. 

Click here for more details on how to view existing queries.

Managing Queries

Once a Query has been created it can then be managed and subsequently resolved.

Click here for more details on how to manage queries