Modifying a Template Line

NOTE: A prerequisite for modifying Bill Template lines is an understanding of the EnergyCAP Unit System. For more information, see Managing Unit System Data.

1. Click Accounting/Templates to access the Template Manager.

2. Click Template/Properties to access the Template Properties window.

3. Click the Lines tab from the Template Manager. Existing template lines will be displayed in the Template Properties window.

4. Click the desired line to modify and then click the Edit icon. The Line properties window will open.

5. If desired, modify the caption by clearing the Caption field then entering the new caption.

6. If desired, modify the help tag by clearing the Help tag field then entering the new "fly-over hint" for the bill entry screen.

7. Select or clear the Required check box. If the check box is cleared, the line information will appear on the template but no input will be required during bill entry.

8. If desired, modify the commodity by selecting a new Commodity from the drop-down list.

9. If desired, modify the type by selecting a new Type from the drop-down list.

   • Click the edit/properties icon (  ) to view existing information about the selected type. When done, click Close.

10. If desired, modify the unit (if applicable for that type) by selecting a new unit from the drop-down list.

11. If desired, modify the cost by select a new cost from the drop-down list.

12. If desired, modify the Seasonal begin date for the template line by clicking next to the Start field. The Recurring Days window will open. Follow the instructions for Setting Recurring Days.

13. If desired, modify the Seasonal end date for the template line by clicking next to the End field. The Recurring Days window will open. Follow the instructions for Setting Recurring Days.

14. After completing all desired modifications, click OK to save changes and exit the Line Properties window. Or click Cancel to close the window without saving the changes.