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:

Opening the Supply Point Tab

Open the Estate Management Activity
Highlight a Site in the Data Selector
Click on the Supply Point Tab OR Click on the Supply Point Pie Chart

Supply Points

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.

Highlight a Supply Point to enable you to use any of the below options
Right clicking on the table heading will allow additional columns to be added, or any of the existing ones removed
To minimise the Supply Points Section, click on the ellipsis at the bottom of the Section. To maximise, click again.
Clicking on a different Supply Point in this section will change the details displayed in the other sections on the screen (Supply Point Contract History, Related Account, Related Meter & Channels and Related Items sections)

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.

Options

Option	Description
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
Refresh	Refreshes the screen.

Top Menu Options

Option	Description
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.

Bottom Menu Options

Option	Description
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. Click here for more information on this option
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.

Right click on a Supply Point to see the same options as above.

Supply Point Contact History

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 Options

Right click on a Contract for the following options:

Option	Description
Edit Contract	Opens the Contract Editor.
Export	Exports the details shown in the Supply Point Contract History Section in Excel format.

Related Account

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.

Options

Right click on the Account for the following options:

Option	Description
Edit Account	Opens the Account Editor
Export	Exports the details show in the Related Accounts Section

Related Meters & Channels

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.

Options

Right click on the Meter for the following options:

Option	Description
Edit Meter	Opens the Meter Editor
Edit Channel	Opens the Channel Editor
Export	Exports the details show in the Related Meters & Channels Section

Related Items

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.

Click on to see more details such as the previous Account Numbers (where there are historical changes to the account number) and the Channels associated with a Meter.
The "Path" icons are hyperlinks, which will allow easy access to the applicable screens to edit the selected item.

Options

Option	Description
Breadcrumb	Hyperlinks you to the Items above in the database hierarchy, for example the path might be: Organisation → Site Group → Site → Item
Limit to Period	This allows a particular date to be selected to update the section to only show the relationships that were effective for the selected period of time. For example, you might want to know what was in effect on 01/01/2019, and selecting this date would allow you to see how the selected Item (Supply Point / Account Meter) was related to other items on that date.
Filter	Selecting the filter button will run the filter for the date entered and update the section to only show the effective relationships on that date. The screen will automatically select the appropriate period in the "Select period" drop-down list.
X	Selecting the blue cross will clear any dates that have been entered in the "Limit to Period" field.
Select Period	Use the drop down list to select the required Contract period. It will display a row for each discrete period of time that the relationships were active. Where no date has been entered in the Limit to Period field, this will show a list of all the different contract periods that exist for the selected item.

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