View Meter Site

In the gray pane, the following information about the meter site is displayed:

• Meter Site Name – the name of the meter site

• Meter Site Type – the type of meter site (for example, Production, Consumption, or Deduct)

• Utility– the utility type measured at the meter site (for example, Electrical, Steam, or Water)

• Utility System– the utility system to which the meter site is associated

• Meter Site Description – a description of the meter site

• Charge Rate– the current charge rate for the meter site; if no rate is entered, the system will look at the rate set at the utility system, then to the utility when calculating billing

• Calculate Cost Using Rate – indicates whether costs are calculated using the charge rate; if set to Yes, the system calculates cost using the provided charge rate multiplied by consumption; if set to No, the system calculates cost directly from an invoice

  The charge rate can be listed on the meter site, the utility system or the utility. The calculation first checks the meter site for a charge rate. If there is none, it checks the utility system, and then the utility.

  When Calculate Cost Using Rate is set to Yes, a charge rate greater than $0.00 must be present on the meter site, utility system or utility.

• Initial Read Date – the date which the first reading was entered for the meter site, used as the date of reference when entering a consumption amount for a meter site that has no meter installed

• Last Updated By – the user who last updated information about the meter site

• Comments – any additional comments about the meter site

• Status – the status of the Meter Site (for example, Active or Inactive)

• Meter Site On – indicates whether the meter site is on for billing

• To/From Meter Site – the parent meter site to which the meter site belongs, if it is a child meter site (labeled From Meter Site if the meter site is a Consumption type; labeled To Meter Site if the meter site is a Production type)

• Meter Site Level – the level at which the meter site exists within a hierarchy; for example, if the Consumption Meter Site Elect-CO1 is the top-level parent, Consumption Meter Site Elect-CO1.1has a meter site level of 2.

• Associate Meter Site – an associated meter site, if any

• Meter Site Group – the meter site group to which the meter site is associated

• Group Order Number – the order number in which the meter site should be read within a meter site group

• Last Updated – the date and time of when meter site information was last updated

The Location Information pane provides information about the location of the meter site.

• Property – the property to which the meter site belongs

• Floor – the floor the meter site is associated with

• Space – the space within the property to which the meter site belongs

• Sub Space – the subSpace within the property to which the meter site belongs

• Directions – directions to help a technician locate the meter site

• Special Instructions – any special information that applies to the meter site; for example, technicians may need to be instructed to bring a ladder because the meter is located 15 feet above the ground

The Meter Site Estimates pane provides information about estimates taken at the meter site. These fields may be defined, for example, if you have a contract with the users at the meter site to indicate that they will be billed, on a recurring basis, for a fixed amount of consumption, regardless of the amount they use.

• Estimate Code – the code that indicates the quality of the meter site reading (for example, Good or Estimated)

• Consumption – the estimated consumption that will be billed for the meter site

• Comment – any comments about the meter site estimate

• Active – indicates whether the estimate code is active or not for the meter site

Allocations can be created for meter sites so that charges associated to consumption amounts can be debited and credited appropriately. If an allocation has been created for the meter site, the following information is displayed:

• Location – the location name

• Debit Account String – the account string for the account to be debited for charges against the meter site

• Credit Account Group – the account group for the account to be credited for charges against the meter site

• Billing Method - the method for billing the account (for example, Send to General Ledger, Statement, and None)

• Percentage – the allocation percentage pertaining to this debit/credit account grouping; if there are multiple allocations for the meter site, they must equal 100%.

You can edit an existing allocation by clicking the Edit link.

To create a new Allocation:

1. Click the Create Allocation link.

   The Create Allocation dialog box opens.

2. Click the Property link to select the property where the meter site is located.

3. In the Floor field, select the property floor associated with the meter site.

4. In the Space field, select space associated with the meter site.

5. In the Sub-Space field, select the subSpace associated with the meter site.

6. In the Billing Method field, select the billing method.

   Select Send to General Ledger to export the billing to internal accounts. Select Statement to bill out a third party. Select None to indicate that the meter site costs are allocated internally and not to be billed to another source.

7. In the Meter Site Description field, enter a description of the meter site.

8. In the Credit Account Group field, select the account group to be credited for charges against the meter site.

9. In the Markup field, enter the billing rate markup percentage.

10. In the Company field, select a company to associate with the meter site.

    Only companies configured as utilities are displayed.

11. In the Customer Type field select the type of customer this meter site serves.

    Customer types specify the type of internal or external customer to which the costs are being charged (for example, Academic, Athletic, or Tenant). These items are distinguished for reporting purposes to determine energy usage per building occupant type. This information can then be used for allocating building funds.

12. In the Percent field, enter the percentage for this allocation.

    If it is the meter site's only allocation, enter 100.

13. In the Accounts pane, specify the accounts associated with this allocation.

    To specify an account:

    1. Expand the Accounts pane.

    2. Click the Add Another Account Group link.

       The Accounts pane expands to display the account definition options.

    3. In the Account Group field, select the type of accounts you want to add.

       An account group defines the type and format of the account strings that you can define to classify revenues and expenses for this entity.

    4. In the Billing Type field, select the type of billing you want to use for this entity.

       The billing type defines whether actual costs, estimated costs, or no costs will be used when billing for this entity. It also determines the percentage of markup applied to charges.

       Depending on the configuration of the account group selected, Billing Type may be disabled.

    5. Configure the accounts you want to associate with this entity.

       You can associate one or more accounts.

       1. Click the Add New Link.

          The Add Account String dialog box opens.

       2. Enter a value for the segment.

       3. Click ADD.

       The account string and the Percentage of the costs that will be allocated to this account string are displayed. Each account string is debited for 100% of the allocation.

    6. Click OK to save the account configuration.

14. Click ADD.

The Meter Information pane displays information about meters that are associated with the meter site. For each meter installed at the meter site, the following information is displayed:

• Asset Name – the name of the meter; click this link to open the Asset Details page

• Asset Number – the unique ID value for the meter

• Manufacturer – the manufacturer that made the meter.

• Serial Number – the serial number for the meter

• Asset Class – the classification for the meter (for example, Meters-Electric)

The Swap History pane displays information about meters that have been installed, uninstalled, and swapped from the meter site. The following information is displayed:

• Meter – the name of the meter; click this link to open the Asset Details page

• Type – the type of meter installation (for example, Install for a fresh install or Uninstall if the meter is removed from the meter site)

• Initial Read Date – the date when the installed meter reading was entered for this meter

• Initial Reading - the value of the initial meter reading

• Final Read Date – the date when the meter was read for the last time

• Final Reading – the value of the final meter reading

• Swap Date – the date when the meter was uninstalled at the meter site

The Swap History pane provides a record of meter activity at a site, including installations, uninstallations, and swaps. It shows:

• Meter: The name of the meter. Clicking this takes you to the Asset Details page.

• Type: Indicates the action taken, such as "Install" for new installations or "Uninstall" for removals.

• Initial Read Date: The date the initial reading was recorded for the installed meter.

• Initial Reading: The initial meter reading value.

• Final Read Date: The date the meter was last read before being uninstalled or swapped.

• Final Reading: The final meter reading value.

• Swap Date: The date the meter was swapped or uninstalled at the site.

Install a Meter

If no meter is installed at the meter site, an Install Meter link appears. To install a Meter:

1. Click Install Meter.

2. In Meter Name, select the meter you wish to install.

3. Enter the meter's initial reading in Initial Reading.

4. Choose the Installation Date, ensuring it's within the current billing period.

5. Click Install to complete the meter installation process.

Swap a Meter

If a meter or meters are already installed at the meter site, a Swap Meter link appears. To swap a meter:

1. Click Swap Meter.

2. Enter the final reading of the current meter in Final Reading.

3. Input the Final Read Date for the current meter. Set this date to one day before the swap date to ensure accurate consumption calculations. This prevents the potential overlap of consumption days, which could result in a count higher than the actual number of days in the month.

4. In Meter Name, select the replacement meter. If no replacement is chosen, the system registers the action as an uninstallation. Subsequently, Final Read Date will be used to calculate future daily consumption.

5. Enter the initial reading of the replacement meter in Initial Reading.

6. Choose the Installation Date for the replacement meter, which must fall within the current billing period.

7. To complete the process, click Swap.