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. 

• Open an Activity and highlight the Item in the Data Selector. 
• Right click on the Account (or Meter or Site)
• Select Show Queries
• Select the  icon to add a Query

Adding a Query from EDI Batch Management

• Right click on the bill line
• Select Generate Queries
• Select Generate Account Queries

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

• Tick the check box to include the 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

• Open Bill Entry
• Enter the bill
• Click on Save
• If there are failed validators, you will get the option to save or query the bill

Adding a Query from Bill Entry Supply Overview

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

• Click on  in the Queries section

Complete the pop up:

• Reference – unique reference is automatically generated for each query
• Value - enter a cost value based on the query
• Originator – choose who created the query, for example supplier or client
• Category – choose from the query categories available from the drop down menu
• Summary – enter details on the query

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

• Open Estate Management
• Click on the Accounts Tab
• Highlight the Account
• Click +

Adding a Query from the Events Overview Activity

• Right click on an Event
• Select Query Event to generate a Query

Completing the Query Summary

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

• Query Reference – unique reference is automatically generated for each query
• Query Logged – date the query is raised
• Logged By – the username the query is created by
• Originator – choose who created the query, for example supplier or client
• Category – choose from the query categories available from the drop down menu
• Query Value – enter a cost value based on the query
• Annual Impact – enter a cost impact over a year
• Chances of Success – add a percentage chance of a successful query
• Query Summary – enter details on the query

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).

• Click OK to save the query

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