The Supply Point Tab provides an overview of all the Supply Points connected to the selected Site. The definition of a Supply Point can be found here.
It also details the Contract History, shows related Accounts, Meters and Accounts. From here you can manage the Supply Points by using the various options, including adding a new Supply Point, Editing, view Properties and Memos, changing/managing Contracts, managing any Associated data Items and linking directly to other Activities such as Bill Entry and Reporting.
If you do not have these items in your database, click here for details on how to add Sites, Accounts, Meters, Channels and Contracts.
The screen is divided into 5 sections:
This shows a list of all Supply Points associated to the Site. Details relating to the latest contract period, such as the Supply Point Name, current Contract, Current Account, current Provider, Effective Dates and number of associated Meters are displayed.
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To change the displayed Columns in any section on the screen, right click the Column Header, then click on Columns to tick or untick the required Columns.
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Option | Description |
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Active only | When ticked, the screen will show only Active Supply Points, unticking will show Active and Inactive Supply Points. Any inactive Supply Points will be highlighted in red. An Inactive Supply point is where there is not effective relationship between a Provider, meter and/or Billing Account on the current date. For example, in the screenshot below there is no effective contract after 31/03/2019. |
Filter | Click to open the Filter option which will display above the table headings. It is search as you type so the filtering will start applying as soon as you start typing. For example, to filter to only the Electricity Supply Points, type Ele and it will show just the Electricity ones
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Refresh | Refreshes the screen. |
Option | Description |
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Edit Supply Point | Opens the Supply Point Editor for the selected Supply Point in the list. |
Location Information | Opens the Location Tab in the Supply Point Editor for the selected Supply Point in the list. |
Properties | Opens the Properties Tab in the Supply Point Editor for the selected Supply Point in the list. |
Memos | Opens the Memos Tab in the Supply Point Editor for the selected Supply Point in the list. |
Audit History | Opens the History Tab in the Supply Point Editor for the selected Supply Point in the list. |
Export to Excel | Exports an Excel spreadsheet of the data in the section. |
Option | Description |
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Change Contract | Opens the Change Contract pop up in the Supply Point Editor for the selected Supply Point in the list. |
Manage Contracts for Supply | Opens the Manage Contract for Supply pop up in the Supply Point Editor for the selected Supply Point in the list. |
Manage Associated Data | Provides the ability to Manage the Associated Data Channels that are linked to the selected Supply Point. |
Bill Entry Original | Opens the Bill Entry Original Activity in the context of the Current Account for the selected Supply point. |
Bill Entry | Opens the Supply Overview in the Bill Entry Activity in the context of the Current Account for the selected Supply point. |
Reporting | Opens the Reporting Activity in the context of the selected Supply point. |
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This section shows you the current and previous Contracts for the selected Supply Point. It details key up-to-date information relating to the Supply Point such as the Contract, Supplier and the effective dates (start and end dates).
Note: where an end date is not shown, it means there is no effective end date, i.e. it is ongoing.
Any previous Contracts that are no longer effective will be highlighted in red.
Right click on a Contract for the following options:
Option | Description |
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Edit Contract | Opens the Contract Editor. |
Export | Exports the details shown in the Supply Point Contract History Section in Excel format. |
This Section shows the Account associated to the Supply Point and key details relating to the Account such as the Account Number, Commodity, Status etc.
Option | Description |
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Edit Account | Opens the Account Editor |
Export | Exports the details show in the Related Accounts Section |
The Related Meters & Channels Section shows all Meters associated with the Supply Point and shows key details such as the Meter name, number, description, located along with the channel name, unit etc.
Option | Description |
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Edit Meter | Opens the Meter Editor |
Edit Channel | Opens the Channel Editor |
Export | Exports the details show in the Related Meters & Channels Section |
This section shows all the Items related to the selected Item (i.e. Supply Point, Account or Meter) and can be filtered to a particular period of time which represents the configuration and relationships in effect during that time.
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