Introduction

This report identifies:

Accounts linked to multiple supply points overlapping the same period
Accounts not linked to a Supply Point

This issue has the potential to result in bill consumption or charges for the Account (during the time period that overlaps) being potentially double counted. Or under reporting if the Account is not linked to a Supply Pont.

Water Accounts linked to Supplies via Supply (Water) commodity Service Types are not included as this can be a valid configuration.

Resolution: Investigate the Accounts Supply Point assignment and ensure that, if correct, there are no reports in use that will result in the double counting of the Accounts consumption, or configure the Supply Point to be excluded from Best Available Consumption View Reports.

Opening the Report

Open Energy Intelligence and search for the Report OR click on the link below to log into Energy Intelligence and open the Report for you:

Accounts to Supply Point Assignment Issues

Accounts Missing a Supply Point Link

If there are Accounts that are not linked to a Supply Point:

Investigating the Issue

From Energy Intelligence, copy the Account Number
Open Estate Management and change the Item to Account
Search and highlight the Account, which will open the Accounts tab
Note, the Related Items confirms that the Account is not linked to a Supply Point

Rectifying the Issue

Establishing the correct Supply Point

Check the bills in Bill Entry to see if a bill shows the Supply Point:
- Open the Accounts tab and highlight the Account
- Click on Bill Entry
  - If the PDF has been attached, open to check for the Supply Point number
Alternatively, this may need to be done outside of Sigma

Checking to see if the Supply Point already exists in Sigma

Once you have confirmed the Supply Point number that matches the Account:

Click on the Supply Point tab and check to see if the Supply Point is in the list

Creating a new Supply Point (if one doesn't exist)

Click here for details on how to create a new Supply Point

Linking the Account to the Supply Point

Highlight the Supply Point in the Supply Point tab
- Click Manage Contract For Supply
- Choose the Account from the Current Account dropdown

Confirming the Account is linked to a Supply Point

From either the Supply Point or Accounts tab, highlight the Supply Point or Account and check the Related Items section. This will show the Supply Point, Meter, Account, Contract etc, confirming that they are now linked

Accounts linked to Multiple Supply Points

If there are Accounts that are linked to more than one Supply Point, the following shows:

The tabular data shows that the Account is linked to a multiple Supply Points (2).

Investigating the Issue

From Energy Intelligence, copy the Account Number
Open Estate Management and change the Item to Account
Search and highlight the Account, which will open the Accounts tab
Note, the Account section shows 'multiple' in the Contract Column

Open the Supply Point tab and sort the columns by Commodity
View each Supply Point with the same Commodity as the Account to identify which Supply Points contain the same Account Number :

Rectifying the Issue

Establishing the correct Supply Point

Check the bills in Bill Entry to see if a bill shows the Supply Point:
- Open the Accounts tab in Estate Management and highlight the Account
- Click on
  - If the PDF has been attached, open to check for the Supply Point number(s) on the bill

Alternatively, this may need to be done outside of Sigma

Removing the Account from one (or more) Supply Point(s)

If the Account has been linked to two (or more) Supply Points in error, remove the Account from the incorrect Supply Point(s):

Highlight the incorrect Supply Point in the Supply Point tab
Click
Click the X next to the Current Account field to remove the Account from the Supply Point

Confirming the Account is unlinked to a Supply Point

From the Supply Point tab, view the Supply Point lines to check the Account Number is now only linked to one Supply Point

Linking the removed Account to another Supply Point (if applicable)

If the removed Account should be linked to another Supply Point:

Highlight the Supply Point in the Supply Point tab of Estate Management
- Click Manage Contract For Supply
- Choose the correct Account from the Current Account dropdown

Ending the Contract on the Supply Point without an Account (if applicable)

If the Supply Point you have removed the Account from is now not required, end the Contract to de-active the Supply Point:

Highlight the Supply Point in the Supply Point tab of Estate Management
Click Manage Contract For Supply
If 'No End Date' is tick - untick it
Add the date you want to end the Contract on (ie today or in the past)

Keeping two (or more) Accounts links to one Supply Point

You may have the situation where two or more Accounts are linked to one Supply Point but you do not want to include both in reporting as this would result in over-reporting.

For the Supply Points you do not want to include in reporting, you can configure the settings so that the consumption is not included:

Choose the Supply Point that you want to amend the settings for:

From the Supply Point tab in Estate Management, highlight the Supply Point
Right click on Supply Point > Edit Supply Point
Click on the Best Available Data tab
- Data Sources - tick Enable supply level configuration
  - Untick all of the ticked options
  - The following prompt appears which confirms that no data will be used in the Best Available Consumption Data View, therefore you will not be over-reporting

Repeat the above for any other Supply Points that you do not want to include in Reporting