The Tenant Bill Run Initiation Activity is used to manage Tenant Billing Groups, i.e. groupings of Tenant Accounts that are to be billed at the same time, and initiate Tenant Bill Runs.
Once a Tenant Bill Run has been initiated it can be monitored using the Tenant Bill Run Management Activity.

Opening the Tenant Bill Run Initiation Activity

Click on the Tenant Bill Run Initiation icon in the Sigma Welcome Screen:

or

Select the Tenant Billing from the Sigma Activities dropdown list

or

or select the Tenant Bill Run Initiation sub-menu item:

The Tenant Bill Run Initiation screen opens as shown below:

The screen is divided into the following areas:

Tenant Billing Groups
Assigned Tenant Accounts
Unassigned Tenant Accounts

The screen will be empty the first time you access the Activity

Modifying a Bill Group

To modify or view the configuration of an existing Tenant Billing Group:

Select the Tenant Billing Group.
Click Edit/View at the top of this section

Alternatively,

Right click on the Tenant Billing Group and click Edit/View

The Setup Tenant Billing Group pop-up opens with the saved details for the Tenant Billing Group

Change any details of the Tenant Billing Group as required.

Note: The Tenant Provider cannot be changed as Tenant Bill Runs may have been initiated for this Tenant Billing Group

Note: The Time Zone cannot be changed as consumption data may already have been billed for Tenant Accounts within this Tenant Billing Group

Click OK

The Tenant Billing Group details are saved, the Setup Tenant Billing Group pop-up closes and the Tenant Billing Groups section is displayed with the updated Tenant Billing Group details.

Filtering

Filtering by Bill Frequency

Select the required Bill Frequency (Monthly, Quarterly or Annually) from the dropdown list

The data in the table is displayed/updated as per the selected filter.

Tick the Bill Frequency checkbox
Choose Monthly, Quarterly or Annually

The data in the table is displayed/updated as per the selected filter.

Filtering by Tenant Provider

Tick the Tenant Provider checkbox
Select the required Tenant Provider from the dropdown list

Viewing Assigned Tenant Accounts

This section displays details of Tenant Accounts that are currently assigned to a Tenant Billing Group.
Initially, if a Tenant Billing Group is not selected in the Tenant Billing Groups section, no Tenant Accounts are displayed in this section.

To display all Tenant Accounts currently assigned to a Tenant Billing Group:

Select the Tenant Billing Group in the Tenant Billing Groups section

The number of Tenant Accounts assigned to the selected Tenant Billing Group is displayed on the Assigned Tenant Accounts bar.

Viewing Unassigned Tenant Accounts

This section displays details of Tenant Accounts that are currently not assigned to any Tenant Billing Groups.
Initially no Unassigned Tenant Accounts are displayed in this section.

To display Tenant Accounts currently not assigned to a Tenant Billing Group:

Select one or more Filter Options for Unassigned Accounts displayed at the top of this section as follows:

Field	Description
Only include Commodity	Tick this checkbox and select the required Commodity from the dropdown list (list of all Commodities) to only include Unassigned Tenant Accounts with Commodity set to this value
Site	Tick this checkbox and enter a value in the text field to only include Unassigned Tenant Accounts linked to a Site that includes this value in the Site Name
Tenant	Tick this checkbox and enter a value in the text field to only include Unassigned Tenant Accounts linked to a Tenant that includes this value in the Tenant Name
Tenant Account	Tick this checkbox and enter a value in the text field to only include Unassigned Tenant Accounts that include this value in the Account Number
Supply Point	Tick this checkbox and enter a value in the text field to only include Unassigned Tenant Accounts linked to a Supply Point where the Supply Point Name includes this value

Click Apply Filter at the top of this section

The selected filter options / criteria are applied in combination

The number of unassigned Tenant Accounts displayed is shown on the Unassigned Tenant Accounts bar

Un-assigning a Tenant Account

From the Assigned Tenant Accounts section of the Tenant Billing Run Initiation Activity:

Click Unassign at the top of the section

Alternatively:

Right click on the selection of Tenant Accounts
Click Unassign

The selected Tenant Account(s) are unassigned from the Tenant Billing Group

The screen is updated so that the selected Tenant Accounts are no longer displayed in the Assigned Tenant Accounts section

The number of Assigned Tenant Accounts displayed on the Assigned Tenant Accounts bar is decreased by the number of Tenant Accounts that were unassigned

The selected Tenant Accounts that were unassigned are displayed in the Unassigned Tenant Accounts section if supported by the currently selected Filter Options for Unassigned Tenant Accounts

Removing a Tenant Billing Group

Select the Tenant Billing Group
Click Remove at the top of this section

Alternatively right click on the Tenant Billing Group

Click Remove

The Remove Confirmation pop-up opens:

Click Yes to confirm the removal of the Tenant Billing Group.

The Delete Confirmation pop-up closes and the Tenant Billing Groups section is displayed with the updated Tenant Billing Group details. Any Tenant Accounts assigned to the Tenant Billing Group are unassigned.

Sigma Online User Manual

Understanding the Tenant Bill Run Initiation Activity