Managing the Batch

Once the file has been loaded, you can then managed the Batch, working through the Bills checking those that have failed Validation.

For more information on how to load a batch, click Loading EDI Files.

Opening EDI Batch Management

• Open EDI Batch Management Activity

Accepting the Batch

Note: If you chose to automatically accept the Batch when loading the File in EDI Batch Load, and it has passed the Passed Bill Threshold, this will automatically be done 

• Click    to Accept the Batch
• Click Accept
• Click Yes
• Click X to close the pop up

Header Details

The header gives details regarding the Batch:

Exporting and Filtering

Filtering

• Click   to filter

Exporting

• Click  to export the data

Working through the Queries and the Failed Bills

• Right click on the Bill > View Status Notes to see what the bill has failed on
• Use Bill Entry to investigate Sigma on previous consumption, costs, etc.

Viewing existing queries on the Account

• Add the Account Queried Column to the screen (see Item 1)

If it is ticked and in red, then there is a query on the Account 

• Right click on the Bill > Edit Queries > Edit Account Queries.

Queries in orange are open, Queries in white are closed.

Appending a Query

• Right click on the Bill > Edit Queries > Edit Account Queries
• Right click on the Query > Append Query

This will open the Query Editor and show the appended date and User appending the Query

• Append the Query
• Click OK to close

Generating a Query

• Right click on the Bill > Generate Queries > Generate Account Queries
• Tick to append the details of the failed valuation
• Choose the Originator
• Choose the Category
• Add the Query value (following the guidelines). 
• Add your own information to the Query Summary (following the guidelines).  The Batch number and the Invoice number will show in the 
• Click OK
• Right click on the Bill > Toggle Status

Changing from Query or Credit to Passed (no action required)

• Right click on the Bill > Toggle Status

Changing from Failed to Passed (no amendment to the bill required)

Generate a query if required,:

• Right click on the Bill > Toggle Status

The Validation Results Popup appears to show what validation the Bill has failed on:

• Click Save to show the Choose Option pop up.  You can either choose Query or Override

Overriding Validation

• Click Override
• Choose the User
• Enter the Password
• Enter the reason for the override

• Click OK to close and the bill will change to show as Passed

Querying a Validator

• Click Query
• Select the Validator(s) you want to add the Query for
• Click OK
• Complete the Query Editor
• Click OK

The Bill will now show as Passed  (no override is required as you have created a Query for the Bill)

Changing from Failed to Passed (amendment to the bill required)

• Right click on the Bill > Copy failed bill to Account
• Generate a query if required

Loading the Passed Bills to the Accounts

Note: if you have chosen to automatically load Passed Bills to Account, some bills will already show   

Once you have been through the Batch and passed any queries and failures, you then need to load the bills onto the Accounts, so that they are visible in Bill Entry.

• Click Load passed Bills to target Accounts

All  will change to 

Renaming the Batch

• Right click on the Batch name > Edit
• Rename the Batch in line with the previous batches
• Click OK

Top Tool Bar Options

Bill Status

Right Click Options

View Sigma Bill will show you how the EDI data has loaded into the Sigma billing screen, much like Bill View or Bill Entry View Printed Bill will show the Bill Entry details in an invoice style View EDI Bill will show the data provided within the EDI file View Validation Notes will show all of the validators that processed against the bill and the resulting status View Status Notes will show any validations preventing the bill from loading View Status History will show how the status has changed, when and by whom View in Account Context will open a pop up so that you can see the bill in the context of all the existing bills.  See below for more details Toggle Status will change the status of the bill to pass where possible Move EDI Bill to Account will load a bill to the Account and change the status to ‘Loaded’ Bill Flags and Documents will allow the user to attach a document to the bill as well as amend the (a) and (r) flags where required Edit Memo will allow you to view all existing memos and add a new one Re-evaluate bills(s) will allows you to re-valuate the bill(s) you have highlight (if you want to re-evaluate all the bills, use the Re-evaluate current batch option at the top of the screen Refresh Account Check will check to see if there is a matching account number in the database View Account opens up the Account Editor window Estate Management opens up on the Accounts tab of the Estate Management Activity, with the Account number highlighted.  See below for more details  Edit Queries allows the user to edit existing queries associated with the Account Generate Queries allows the user to create a query on the Account

View in Account Context option

This option allows you to display a pop-up of all the bills for this account - including the bill in the EDI Batch Management.  It will  highlight the Bill in grey.

It allows you to see the full account history and can help to see any spurious behaviour in previous bills and may help explain the situation.

• Right click on the Bill
• Choose View in Account Context

• Click  to view the Bill in Sigma 

Estate Management option

This option allows takes you to the Accounts Tab in the  Estate Management Activity and highlights the Account you have click on. 

From here you can click on other options to move to other Activities such as:

• Bill Entry Original
• Bill Entry
• EDI Account History
• Validation Management
• EDI Batch Management
• Reporting
• Analysis

Alternatively, click on one of the Tabs to view data at a Site Level:

• Site Summary
• Supply Point
• Acocunts
• Meter & Channels

• Click here for more information on the Estate Management Activity

Adding/Deleting Columns

• Highlight the Batch in the Item Finder
• Click on the Column Header > Columns, then add/delete as required

Viewing the EDI file in the Document Library Activity

• Click on the Document Library Activity

• Open the EDI Files Folder on the right hand side to see Year, Month and Date files to see any EDI Files that have been saved

• Right click and Open to download the File if required