Viewing Ignored Bill Messages

In addition to providing a bill entry template, the View/Create/Edit Bill windows provide an abundance of contextual historical data for the selected account and/or meter.

The view pane in the upper right portion of the Bill window displays a year of utility billing information in a spreadsheet format, including:

• Billing Period Month

• Billing Period Year

• Bill Start Date

• Bill End Date

• Bill Pay Amount

The tabbed pages at the bottom of the View/Create/Edit Bill windows display more extensive historical utility billing information drawn from the EnergyCAP database for the selected account and the associated meter(s):

• Bill Tab--Displays the bill entry template and associated with the account/meter, and associated values for the selected bill.
  

  

• Meter History Tab--Provides a spreadsheet view of all historical information for the selected meter. Bills highlighted in blue are yearly 'markers' corresponding to the month of the most current bill. The bill highlighted in green is the bill currently being viewed.

• Account Cost Tab--Displays a monthly comparative line graph with 12 data points to produce a year of cost history for the account.
  

• Account Cost/Day Tab--Displays a monthly comparative line graph with 12 data points to produce a year of cost per day history for the account.
  

• Meter Cost/Day Tab--Displays a monthly comparative line graph with 12 data points to produce a year of cost per day history for the currently-selected meter.
  

• Meter Use/Day Tab--Displays a monthly comparative line graph with 12 data points to produce a year of usage history for the currently-selected meter.
  

• Unit Cost Tab--Displays a monthly comparative line graph with 12 data points to produce a year of unit cost history for the currently-selected meter.
  

• Demand Tab--Displays a monthly comparative line graph with 12 data points to produce a year of demand history for the account.
  

• Load Factor Tab--Displays a monthly comparative line graph with 12 data points to produce a year of load factor history for the account.
  
  NOTE: With Release 6.0 and subsequent, accrual bills are no longer included in this graph view.
  

The chart data for both the ACCOUNT and METER graphs is drawn from the utility billing information in the EnergyCAP database.

NOTE: The ACCOUNT graphs will be a rollup of all associated account and meter charges/usage. The METER, DEMAND, LOAD FACTOR and UNIT graphs will display the currently-selected meter information, as archived in the Meter History. For multi-meter accounts, you can change the meter focus using the drop-down box at the bottom of the Bill window.

Viewing Bill Problem Messages

1. Select Accounting > Work Flow Manager. The Work Flow Manager is displayed.

2. Click to navigate to the folder where the bill resides.

3. Click in the bill list to higlight/select the appropriate bill. Associated problem messages will be displayed in the bottom pane of the View window, including data for:

   Severity
   Status
   Message
   Date Created
   Created By
   Comment

Editing Bill Problem Messages

Once created, Problem Messages can be edited from the Work Flow Manager. To maintain the audit trail, only two fields are editable: 

The Status can be updated. There are three Status options:

1. Problem
2. Fixed
3. Ignored

The Comment: field may also be edited to include a text comment of up to 255 characters in length.

To edit a Bill Problem Message:

1. Select the associated bill from the Work Flow Manager and double-click the message line. The Problem Properties window will open.
2. Use the Status: drop-down arrows to select the desired status.
3. Input the desired text in the Comment: field.
4. Click OK to save changes and close the Problem Properties window. Or click Cancel to exit the Problem Properties window without saving changes.

1. Select Accounting | Work Flow Manager. The Work Flow Manager appears.

2. Click to open the Bill folder and navigate to the appropriate bill.

3. From the Message menu, select Show Ignored Messages. The Message view displays bill messages with the status of Ignored.

A calculator is available during bill entry (creating or editing bills). The total calculated can populate the cost field.

The auto-decimal option also applies to the bill calculator. For auto-decimal, each numeric entry is divided by 100 before calculating the resulting value and inserting it into the grid.

1. Select the appropriate line in the Bill Grid. The Calculator icon  will become active.

2. Click the Calculator icon or press F4 on your keyboard. The Calculator window will open.

3. Enter a mathematical expression by using the numeric keys, and the [+], [-], [*], [/] keys.

4. Once the expression is entered, click OK to evaluate the expression and insert the result to the grid.

If an invalid expression is entered, an error message appears. Click OK to close the message window.