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A Meter measures the commodity use and cost for the associated Place.  A Counter measures the non-commodity use, or tracks a count of a measurable quantity, for the associated Place.

A Meter may be associated with an Account.  If so, the easiest way to create the Meter is to use the New Account/Meter Wizard in the Accounts Manager.  Follow the instructions to create a New Account/Meter.

To create a Meter that is not associated with an Account (a submeter that is only tracking use, or that is tracking interval data), or to create a Counter:

  1. Navigate to the Facility Manager (Setup > Facilities) and select/highlight the Place that will be associated with the Meter or Counter.

  2. There are three methods available to launch the Create Meter or Create Counter window.
    1. Click on the New Counter button (in the top right corner of the Facility Manager window) and follow the instructions in the New Counter Wizard.

    2. Select the New > Meter… or the New > Counter menu option from the Facility menu.

    3. Right-click on the Place and select the New >Meter or New >Counter option from the menu.

  3. In the Create Meter or Create Counter window, input the following information in the appropriate fields on the General tab:
    1. Unique, self-defined Code: A typical schema for creating a unique Meter Code or Counter Code, is to build the code using the Building Number, an abbreviation for the commodity being tracked, and then a sequential number.  For example, the second electric meter for Building #456 would have a Meter Code of “0456E02”.  
      ! The Code field is limited to 16 Characters.  You may use letters (CAPS only), numbers, underscores (_), slashes (/), ampersands (&), or dashes (-), but not special characters such as pound (#), or asterisk (*), or spaces!
    2. Display: This can either be the same as the Code, or a more descriptive name.  
      ! The Display field is limited to 32 Characters!
    3. Time Zone: Select the Time Zone that the Meter or Counter is located in.
    4. Commodity: Select the commodity being tracked by the Meter or the non-commodity being tracked by the Counter.
    5. OPTIONAL – Address: Click the Address button to open the Address window. Enter the Meter or Counter address.
  4. The Specific tab is used when importing Interval Data for the Meter or Counter and to record specific data about the Meter or Counter. Input specific information using the instructions below. When done, click the Channels tab.



    1. Date Installed: Enter the Date that the Meter or Counter was installed. For installed devices, the effective date (begindate) must be later than 01/01/1900.
    2. OPTIONAL – Description: Enter the Description of the Meter or Counter.
    3. OPTIONAL – Import ID: Enter the Import ID for this Meter or Counter that matches up with the value in the Interval Data file.  
      ! The Import ID is used by EnergyCAP to associate the Interval Data with the proper Meter or Counter!
    4. OPTIONAL – Serial Number: Enter the Serial Number for the Meter or Counter.  Typically, this number is physically stamped on the device by the manufacturer.
  5. The Channels tab is used to create, modify, and maintain Manual and Simulated Channels for the Meter or Counter.  

    !Channels for imported Interval Data will be created automatically by EnergyCAP, based on the type of data being imported and the interval between readings!

    Click on the  button to add a Channel.  Then follow the instructions for Creating a Channel.

  6. The Accounts tab lists the Account(s) that this meter is associated with.The tab information is not editable from this view.
  7. The Groups tab lists what Meter Groups the Meter is assigned to.  It also allows the Meter to be added or removed from an existing Meter Group using the "+"  or "-" buttons.

  8. The Audit tab (Create Meter window only) lists Audits that are available to be executed to check either the billing or interval data for the Meter or Counter.  It also provides a description of what the Audit does. 



    Audit Properties can be modified for this specific Meter or Counter as follows:
    1. Select the Audit from the list.
    2. Select the Property to be modified.
    3. Click the Properties button. The Create Override Value window will open.
    4. Input the audit override value and supporting detail. Then click OK.
  9. Click the Rate Details tab to reveal Meter level details that can be modified for inclusion in Rate Calculations.


    If you want to modify the Meter or Counter Rate Detail:
    1. Select the desired Detail from the list.
    2. Click the Add button.
    3. Enter a Start Date for when this Rate Detail goes into effect.
    4. Enter the Value for this Rate Detail.
  10. The User Fields tab allows the entry of values for Meter or Counter User Defined Fields.  
    ! If no Meter or Counter User Defined Fields have been created, this tab will not appear in the Meter or Counter Properties window!
  11. The CAP tab provides the ability to make or modify Cost Avoidance settings for the Meter.  For instructions, see Cost Avoidance topics.
  12. The Bill Entry Note tab allows the entry of a note to be displayed in the meter banner of the Bill Entry screen.
  13. The Greenhouse Gas tab maintains the Meter settings used for Greenhouse Gas calculations.  See the Greenhouse Gas topic for instructions on setting the appropriate Scope and Factor for the meter/counter.
  14. Click the OK button to save the new Meter or Counter.
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