When you have a new Site, you will need to create the Site and any Accounts, Meters, Sub Meters, Virtual Meters, Channels and Supply Points.
Click here for more information on Creating Associated Items.
This section shows how to create a Tenant, Tenant Account and the associated Contracts, Tariff, Cost Definitions etc.
A Tenant will need to be created if they do not already exist in Sigma
The Tenant screen holds details of the Tenants name and VAT Registration Number along with a Location tab to enter a billing address.
Alternatively expand the Tree Selector
The Tenant Editor opens
| Field | Description |
|---|---|
| Name | Name of the Tenant |
| Trading Name | (optional) - Trading name of the Tenant |
| Registered Company Number | (optional) - Registered Company number of the Tenant |
| Billing Email Address | (optional) - Billing mail address of the Tenant |
| Contact Email Address | (optional) - Contact email address of the Tenant |
| Tenant Reference | Enter the name you want to appear on the bill |
| Arbitrary Reference | (optional) -This can be used to record information about the Tenant Provider that is relevant to your business |
| VAT Registration Number | VAT registration number of the Tenant. This will typically appear on Tenant invoices where they are created |
| Location Tab | Enter address details for the Tenant. This will typically appear on Tenant invoices where they are created |
The Tenant details are saved and the Tenant Editor closes
A Tenant Account need to be created for each Supply Point that represents the supply of a Commodity to the Tenant.
The Tenant Account is added under a Tenant:
The Tenant Account Editor opens
Configure the Tenant Account details as follows:
| Field | Description |
|---|---|
| Account Number | Enter the Account Number of the Tenant Account. Note: As there is a one-to-one relationship between a Tenant Account and a Supply Point, it is good practice is to enter the Supply Point Name and Commodity for consistency. Example: Community Centre_585656545654565646646_Electricity |
| Time Zone | Select a value from the dropdown list. Consumption data (stored in GMT) will be converted to this time zone in Tenant Billing. |
| Commodity | Choose from the dropdown list, for example, Gas, Electricity, Water |
| Settlement type | Choose from the dropdown list (Other, Cheque, Direct Debit). |
| Payment Terms (Days) | Enter a value between 0 and 400 (the amount of days before the invoice is overdue) |
| Arbitrary Reference | (optional) - this can be used to record information about the Tenant Account that is relevant to your business. |
| Charge name | If required add/view/edit/delete Adhoc charges |
The Tenant Account details are saved and the Tenant Account Editor closes.
The Tenant Contract is under the Tenant Provider in the Tree Selector. A Tenant Provider represents the Organisation / Site Manager that is billing the Tenants and holds the Contracts and Tariffs for Tenant Billing.
If this doesn't already exist, set up new Provider using this page: Adding / Maintaining a Tenant Provider.
To check if a Tenant Contract already exists:
If not, create as follows:
The Contract Edit pop up opens
| Field | Description |
|---|---|
| Displayed Name | This field is automatically generated |
| Title | Name of the Contract |
| Commodity | Choose the Commodity |
| Service Type | Choose Tenant |
| Quality | Defaults to Normal |
| Tariff | Defaults to No Tariff |
| From date | Choose the from date |
| To date | Choose the to date |
| Permanent tick box | Tick to override the From and To dates |
The Contract is now visible under the Tenant Provider
Click here for more details on how to create a Cost Definition
Click here for more details on how to create a Tariff
The Tenant Supply Point brings the Items together to enable billing, such as the Tenant, Meter, Account and Contract.
The Tenant Supply Point is created under the Site. There is a separate Supply Point for each commodity.
The New Supply Point Commodity popup opens
Select the Commodity
Note: For Electricity - untick Include MPAN data on Electricity Supply Points ans a 'full MPAN' is not required
Note: When using more than one word, separate with an underscore otherwise the spaces are stropped out when imported using a tag.csv file.
The Tenant Supply Point is now visible in the Tree Selector, but will show in red as no Items have been associated with it.
The Items associated with the Supply Point will be used to bill the Tenant.
The Supply Point Editor popup opens.
The Manage Contract for Tenant popup opens.
to start the ContractSigma will default to show a start date of today and tick No end date.
If you do not need a start or end date, tick No start date
Alternatively, tick or untick the start and end dates as required and amend the dates as required
The Tenant Account Selector popup opens:
Now the Supply Point has been set up along with the Tenant, Tenant Account etc, this needs to be added to a Billing Group to enable bills to be produced. The Tenant Account will be defined as Unassigned until it is attached to a Billing Group
The Tenant Billing Groups are shown in the Tenant bill Run Initiation Activity.
To add your new Tenant Account to a Billing Group:
or select the Tenant Billing from the Sigma Activities dropdown list
The Tenant Bill Run Initiation screen opens as shown below:
Alternatively right click on the Tenant Account
The selected Tenant Account is assigned to the Tenant Billing Group highlighted at the top of the screen
The screen is updated so that the selected Tenant Account is no longer displayed in the Unassigned Tenant Accounts section.