Change Account to New Supplier
ISSUE: I have deregulated accounts wherein I receive two bills each month, one from the local distribution company (LDC) and one from the supplier.
My organization has just switched from the current supplier to a new supplier. I want to retain history for the former supplier and begin paying/tracking bills for the new supplier.
SOLUTION: Create new accounts for the new supplier and assign the existing meter to the new accounts.
- In the Account Manager (Accounting > Accounts), make note of each existing account (former supplier) and the meter code of the assigned meter.
- Highlight the parent cost center for the new accounts then click on the New Account/Meter shortcut button to open the New Account/Meter Wizard.
NOTE: If a new cost center will hold the new supplier accounts, use the New Cost Center shortcut button to create the new Cost Center.
- Use the New Account/Meter wizard to create each new account. First, enter an account code and display value. The code must be different than the account code/number on the existing supplier account.
- Select the new vendor (supplier). If a vendor record does not yet exist, click "+" to create one.
- Assign the existing meter to the new account. Do NOT click "+ " to create a new meter. Instead, click the binoculars icon
to search for the existing meter code. When found, highlight the meter listing and click Locate to assign it to the new account. 
- Click Next to continue.
- Assign a data entry template, rate code and (optional) G/L record (if interfacing with an accounting system). If no G/L record will be assigned, uncheck the Select a G/L Code ... checkbox.
- Select/highlight the appropriate data entry template. The example below displays a typical red (supplier) template for electric use with 'information only' fields for use and demand.
- Click the Select Template button. Then click OK.to finish the Wizard process.
The new supplier account is now ready for use. Historical data will be retained under the former account. Because the same meter is being used, meter reports and meter data in Facility Manager will be uninterrupted and will continue from former account to new account.
