Changing Account Numbers (Supplier remains the same)

**Click here for a pre recorded training session for additional help and guidance -  Editing Data in Bulk which includes how to export Sites, Meter etc and how to update data and change Contract and Account numbers

Changing an Account Number (Supplier remains the same)


If your Supplier changes the Account number or you simply have set it up with the wrong number, you will need to update Sigma.

This can be done from the Estate Management Activity or from the Data Selector.

Open Estate Management Activity

  • Search for, and highlight the Site, Account or Supply Point using the Data Selector 
  • Click on the Account Tab 
  • Highlight the Account
  • Click Wizards 

         


or

  • Right click on the Account from the Data Selector
  • Click on Setup Wizards

         



Either way, the Wizard popup appears:

  • Click Account Number Migration Wizard
  • Click OK

       


The Wizard pop up appears

  • Enter the new Account Number
  • Enter the effective from date
  • Click Next

         



The Migration results pop up appears confirming the change:

         


  • Click Finish to save


The Related Items section will be updated with the new Account number.

         


Searching for the previous Account number 

You won't find the previous Account number if you search by Item Finder > Account.

Searching for the old Account number in Bill Entry Original

  • Change the Data Selector to Global Search
  • Search for the previous Account Number

         


Although you searched for the previous Account Number, Sigma will show you the new Account Number

         

Searching for the old Account number in Bill Entry 

  • Search for the previous Account number
    • The previous Account number will show in the Account history
  • Click on the search results

         

From the Supply Overview:

  • Click on the arrow next to Account to see the previous Account numbers

        


Changing a Contract and Account Number

If the Contract AND the Account Number change, click on the link below: