Sigma Online User Manual

Adding a Query

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





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