The Tenant Management Activity has:
The Tenant Management Activity opens:
The Data Selector Tab defaults to show a line for each Tenant set up in Sigma. The data can be filered by Tenant and/or Trading Name.
The Tenant Management Tab has two sections:
A row is displayed for each Tenant that has been set up in Sigma. The data returned can optionally be filtered by Tenant and/or Trading Name.
Column | Default? | Description |
---|---|---|
Tenant Name | Y | The Name of the Tenant |
Accounts | Y | the number of Accounts associated to the Tenant |
Supply Points | Y | The nunmber of current Supply Points associated to the Tenant |
Sites | Y | The number of current Sites associated to the Tenant |
Building Units | Y | The number of current Building Units associated to the Tenant |
Issued Bills | Y | The number of Bills with a status of 'Issued for the Tenant |
Un-Issued Bills | Y | The number of Bills with a status of Normal or Approved for the Tenant |
Registered Company No | The Registered Company Number as configured in the Tenant Item Editor | |
Trading Name | The Trading Name of the Tenant | |
Contact Name | The Contact Name for the Tenant | |
Phone Number | The Phone number for the Tenant | |
Contact Email Address | The Contact Email Address for the Tenant | |
Billing Email Address | The Billing Email Address as configured in the Tenant Item Editor | |
Tenant Ref | The Tenant Reference as configured in the Tenant Item Editor | |
Arbitrary Ref | The Arbitrary Reference as configured in the Tenant Item Editor | |
VAT Reg No | The VAT Registration Number as configured in the Tenant Item Editor | |
Address 1 | Address 1 as configured in the Tenant Item Editor | |
Address 2 | Address 2 as configured in the Tenant Item Editor | |
Address 3 | Address 3 as configured in the Tenant Item Editor | |
Address 4 | Address 4 as configured in the Tenant Item Editor | |
Address 5 | Address 5 as configured in the Tenant Item Editor | |
Postcode | The Postcode as configured in the Tenant Item Editor | |
Billed Net | The total billed value exclusive of VAT for the Tenant for the applicable Contract Container | |
Billed Gross | The total billed value inclusive of VAT for the Tenant for the applicable Contract Container |
Filter | Description |
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Use Filter | Filters to show only:
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Use Data Selector | Using the Data Selector, choose from the following:
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Tenant: | Filters to includes only Tenants with a Tenant Name that at least partially matches the value entered in the text field |
Trading Name | Filters to only include Tenants with a Trading Name that at least partially matches the value entered in the text field |
Active Accounts Only | Filters to Tenants with at least one Tenant Account that is assigned to a Supply Point on the current date |
Note: Always click to update the search results
The Tenant Editor popup appears
The three options are:
A Tenancy is defined as a Supply Point with a continuous period of Contract Containers that share the same Contract and Account relationships.
Column | Default? | Description |
---|---|---|
Tenant Name | Y | The Name of the Tenant |
Site | Y | The Name of the Site that is currently associated with the Supply Point where the Site is:
|
Building Unit Name | Y | The Name of the Building Unit that is currently associated with the Supply Point where the Building Unit is:
|
Supply Point Identifier | Y | The Identifier of the Supply Point that is associated with the Supply Point Contract Container (SPCC) |
From Date | Y | The date on which a Tenancy starts (inclusive) |
To Date | Y | The end date of a Tenancy (exclusive) |
Tenant Account Number | Y | The Account Number of the Tenant Account that is associated with the SPCC |
Contract | Y | The Contract that is associated with the (SPCC) |
Commodity | Y | The Commodity of the Supply Point |
Billing Group | Y | The Billing Group that the Supply Point is currently assigned to |
Un-issued Bills | Y | The number of bills with a status of ‘Normal’ or ‘Approved’ for the period of the Tenancy |
Issued Consumption | Y | Total consumption for the Supply Point during the lifetime of the Contract |
Issued Bills | Y | The number of bills with a status of ‘Issued’for the period of the Tenancy |
Issued Net | Y | The total billed value exclusive of VAT for the period of the Tenancy |
Issued Gross | Y | The total billed value inclusive of VAT for the period of the Tenancy |
Filter | Description |
---|---|
Current Tenancies (default) | Ffilters to only include Tenancies where:
|
All Tenancies | Filters the data to include all Tenancies for the selected Tenant |
Tenancies On Date | Filters to include Tenancies where:
|
Site | Filters to only include Tenancies with a Site Name that at least partially matches the value entered in the text field |
Building Unit | Filters to only include Tenancies with a Building Unit Name that at least partially matches the value entered in the text field |
Supply Point | Filters to only include Tenancies with a Supply Point Name that at least partially matches the value entered in the text field |
Tenant Account Number | Filters to only include Tenancies with a Tenant Account Number that at least partially matches the value entered in the text field |
Building Unit | Filters the data displayed in the Tenancies table by Building Unit |
Commodity | Filters to only include Tenancies with a Commodity set to the Commodity selected from the Combo-box (list of all Commodities that are set up in Sigma). If the checkbox is deselected the combo-box is disabled and the data is redisplayed to include Tenancies with any Commodity |
Note: Always click to update the search results
Right Click on a line for seven options
The 10 options are:
From the Tenancy Management Activity:
Click on the Tenancy Action Events Tab
The Tenant Action Events Tab has two sections:
A row is displayed for each Tenancy Action. The table is manually refreshed.
The table is populated with the last 10 Tenancy Actions that have been initiated by the Perform Tenancy Action Activity
Column | Default? | Description |
---|---|---|
ID | Y | The ID of the Tenancy Action |
Action Date | Y | The Date and time the Tenancy Action was carried out |
User Name | Y | The User Name of the user who performed the Tenancy Action |
No. of Sites | Y | The number of Sites changed by the Tenancy Action |
No. of Supply Points | Y | The number of Supply Points changed by the Tenancy Action |
Tenant | Y | The name of the new Tenant if applicable. N/A if the Tenant has not been changed |
Contract | Y | The name of the new Contract if applicable. N/A if the Contract has not been changed |
Effective Date | Y | The Effective From date of the Tenancy Action |
Status | Y | The Status of the Tenancy Action (Pending, Processing, Complete, Error) |
The Tenant Editor popup appears
The 2 options are:
A row is displayed for each Supply Point included in the selected Tenancy Action
Column | Default? | Description |
---|---|---|
Supply Point Identifier | Y | The Supply Point ID associated with the Supply Point Contract Container (SPCC) |
Original Tenant Account | Y | The Tenant Account Number that the Supply Point was associated to prior to the Tenancy Action |
Original Billing Group | Y | The name of the Billing Group that the Tenant Account is currently assigned to |
Original Contract | Y | The name of the Contract that the Supply Point was associated to prior to the Tenancy Action |
New Tenant Account | Y | The Tenant Account Number that the Supply Point is being associated to following the completion of the Tenancy Action |
New Billing Group | Y | The name of the Billing Group that the Tenant Account currently belongs to |
New Contract | Y | The name of the Contract that the Supply Point is being moved to |
Current Tenant Account | Y | The current Tenant Account Number on the Effective date |
Current Contract | Y | The name of the Contract that the Supply Point is currently on |
Status | Y | The Status of the Tenancy Action (Pending, Processing, Complete, Error). |
Message | Y | The reason for the failure of the Tenancy Action |
The 6 options are:
Click here for more details regarding changing the Billing Group