Sigma Online User Manual
Providers and Contracts - Creating Providers and Contracts
Introduction
A Provider is used to describe an Energy Supplier and can be one of the following:
- Supplier
- will generate and distribute energy sources to their customers
- Meter Operator
- a company that installs and maintains meters
- Data Collector and Accumulator
- a company that collects periodic data from meters in various ways
A Contract sits under a Provider and will detail the general terms and conditions that you have agreed with your Supplier, Meter Operator or Data Collector/Accumulator. A Contract can be one of the following:
- Supply
- MOP
- DCA
- Export
- Generation
- Tenant
The main reason for including Contracts in Sigma is so you can ensure that your billing is reflective of any terms that have been previously agreed with your Provider.
A Contract can be Permanent, or specific dates ranges can be added.
Creating a Provider
From any Activity with a Data Selector, change from Item Finder to Tree Selector
- Right click on PROVIDER
- Click Add Provider
The Provider Editor popup appears.
- Enter the name of the Provider, ie AWA
- Enter a description (optional)
- Enter a Financial Code (optional)
- Tick the Provider type (you can choose more than one). Choose from
- Meter Operator
- Data Collector and Accumulator
- Supplier
- Add a Location on the Location tab (optional)
- Click OK to save
The Provider will now show in the list in the Tree Selector
Creating a Contract
Once you have a Provider, you can add a Contract
- Right click on the Provider
- Click Add
- Click Contract
The Contract Editor popup appears.
- Enter a Title for the Contract, ie AWA
- Choose the Commodity from the dropdown list
- Choose the Service Type. Choose from:
- Supply (the default)
- MOP
- DCA
- Export
- Generation
- Tenant
- The Quality and Tariff dropdowns are not required
- Enter a date range (if the contract has a start and end date
or
- Tick Permanent if there is no start or end date
- Click OK to save
The Contract will now show under the Supplier in the Tree Selector
Linking a Supply Point to a Provider and Contract
Now that the Provider and Contract are in Sigma, these can be added to a Supply Point.
Use the following links to help you:
- Creating Supply Points
- Changing Supplier and Account Number
- Changing Supply and/or Account numbers in bulk
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