Sigma Online User Manual

Cost Centres - Creating Cost Centres

Introduction

Cost Centres are mainly used in conjunction with payment files.  They are added into Sigma and then a file is created for payments, using various parts of Sigma to gain the information, such as Site details (address, ids etc), Account numbers and Cost Centres.

Best practice is to add and update Cost Centres at the Account Level, via the Estate Management Activity.


Viewing existing Cost Centres

The Cost Centre details are stored in the Account Editor, that can be accessed in two ways:

Viewing from the Estate Management Activity

  • Open Estate Management Activity
  • Use the Data Selector to find and highlight either the Site, Account, Meter or Channel 
    • Click on the Account Tab
  • Highlight the Account
    • Click    alternatively 
    • Right click and choose  

The Cost Centre Editor pops up

         


The Editor shows the Effective from Date, the Name of the Cost Centre and the Proportion (up to 100%).

You can add another Cost Centre by using the green Plus or delete a Cost Centre using the red Minus.

  • Click Cancel to leave the Editor and return to Estate Management

Viewing from the Data Selector

Alternatively, you can view the Cost Centre via the Account, using the Data Selector:

  • Right click on the Account in the Data Selector
    • Click Edit
  • Click  

Adding a new Cost Centre

Once in the Cost Centre Editor:

  • Click
    • A new line will appear 
  • Add the Effective date of the Cost Centre
    • Either type in the detail or use the Calendar
  • Add the name of the Cost Centre
  • Add the Percentage (up to 100%)




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