Business Rules Documentation
Use the chart below to define business rules/nomenclature for your organization. A suggested meter naming convention is included as an example.
| Rule |
Topic
|
Rules
|
|
1
|
Access Rights per User Role |
|
|
2
|
Place Codes and Display Names |
|
|
3
|
Cost Center Codes and Display Names |
|
|
4
|
Account Codes and Display Names |
Suggestion: For the greatest speed and efficiency in manual utility bill data entry, it will be helpful if the Account Code is in a format that can be entered entirely using the numeric key pad.
In the case of imported electronic bills, the Account Code in EnergyCAP MUST match exactly with what is provided in the vendor data file. |
|
5
|
Vendor Codes and Display Names |
|
|
6
|
Meter Codes and Display Names |
Suggestion: Use the building code, plus a commodity designator, plus a counter to signify what number the meter is at the building.
Example: Building Code of 789C results in Electric Meter Code of 789C_E001 and the next Electric Meter Code on that building would be 789C_E002 and so forth. The first Water Meter Code would be 789C_W001. |
|
7
|
Meter Templates per Commodity Type |
|
|
8
|
G/L Codes, Subcodes and Display Names |
|
NOTE: In some EnergyCAP Code fields the following characters are NOT ALLOWED and should NOT be entered or imported:
