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Templates are commodity specific forms that describe what data entry values are required and the layout of the entry screen. Once created, a template can be assigned to an account or a meter, allowing associated billing and/or consumption information to be entered in Energy CAP Enterprise.

A template can be associated with multiple meters or accounts of the same commodity type. No more than one template can be assigned to a given account or meter over a specified date range. For additional information on templates, see the Setting Up Bill Templates topic group.

A template can be assigned to:

  • A bill-enabled account, or
  • An individual meter associated with a bill-enabled account.

To assign a template to an account or meter:

  1. Select Accounting>Accounts. The Account Manager appears.

  2. In the Account Tree View, navigate to the cost center under which the bill-enabled account exists.

  3. Select the appropriate account.

  4. From the Account menu, select Assign Template. OR click the Assign Bill Entry Templates hpyerlink from the PowerView pane. The Assign Templates window appears listing the account and associated meters with their current G/L code (if applicable) and template assignments.

  5. You can:

    • Assign a template to an account or meter (see topic below).

    • Modify the assigned template (see topic below).

    • Remove an assigned template (see topic below).

    • Assign a G/L code to an account or meter (see topic below).

    • Preview the template line items (see topic below).

  6. After making your selections, click OK.

Assigning a Template to an Account or Meter

  1. Select the appropriate account or meter from the Assign Templates and G/L Records window.

  2. Set the template assignment start date by clicking . The Choose Start Date window appears.

  3. Enter the effective date or use the drop-down arrow to select the date from a calendar.

  4. Click OK. The Template Selection window appears. Follow the instructions for Selecting a Template.

  5. Repeat steps 1-4 to create additional assignments.

(Re-)Setting a Template for an Account or Meter

Use the Set Template icon (Blank Sheet) from the Assign Templates and G/L Records toolbar to reset a template in the following limited circumstances:

  1. The original template selected was incorrect.
  2. No historical bills have been entered for this account/meter.

Setting the Template in this fashion will NOT update the template effective date. Any historical bills entered on the old template will retain data that was entered. Once the new template has been set, it will be used for any bills being entered, regardless of bill Start Date. Also, there will be no record in EnergyCAP of the date the template was changed.

To use the Set Template icon:

  1. Select the appropriate account or meter from the Assign Templates and G/L Records window.
  2. Click the Set Template toolbar icon (Blank Sheet). The appropriate commodity template selection window will open.
  3. Select the desired template.
  4. Click OK to close the window and return to the Assign Templates and G/L Records window.

Modifying the Assigned Template

  1. See Creating or Modifying a Bill Template or Template Version.

Removing an Assigned Template

  1. Select the appropriate template assignment.

  2. Click . The Confirm window appears.

    • Select Yes to delete the template assignment.

    • Select No to cancel the operation.

  3. Repeat steps 1 and 2 to delete other template assignments.

Assigning a G/L Code to an Account or Meter

  1. Select the appropriate account or meter.

  2. Click . The G/L Code Selection window appears. Follow the instructions for Selecting a G/L Code.

  3. Repeat steps 1 and 2 to assign G/L codes to other meters or accounts.

Previewing a Template's Line Items

  1. Select the appropriate account or meter.

  2. Click . The Bill Entry Preview window appears.

  3. Exit the Bill Entry Preview window by clicking Close.

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