Changing Supplier and Account Number

Changing the Account Number only

If the Supply remains the same, and only the Account Number has changed, click on the link below:

Changing the Supplier and Account number

If you change Supplier, you need to update the Account number and the Contract in Sigma.


Open Estate Management Activity

        

  • Search for, and highlight the Site, Account or Supply Point using the Data Selector 
  • Click on the Supply Point Tab 
  • Highlight the Supply Point
  • Check that the old Account number shows in the Related Items section
  • Click Change Contract

         


The Change Contract popup appears

  • Change the date to the date you want the Account number changed
  • Change the Contract from the dropdown 
  • Enter the new Account number 

          

  • Click OK

Error Messages

Sigma will show an Error Message if the details are not correct. 

For example, if you try to enter a date that is within the current Contract Period

         


Refreshed Data

Notice that the Related Items section refreshes to show the new Account number (along with the previous Account number(s)).

         


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 the Supplier and Account number in Bulk

The above process shows how to amend individual Contracts/Account Numbers.

If you want to do this in bulk, use the Supply Migration Activity.