Utilities Codes

You can define the choices that appear in the drop-down menus for Meter Location, Sub Type, and Account.

To find an existing code quickly, use the Search field at the top of the code grid. Select a code type from the Code List and then enter a full or partial code or description into the Search field. Wildcard characters ( * ) are supported.

Add a New Meter Location Code

Meter Location codes are based off of the Site and Location fields on the standard form. To add a new Meter Location code, follow these steps:

1. From the Setup menu, select Utilities > Codes.

2. From the Segment drop-down menu, select the appropriate segment.

3. From the Code List drop-down menu, select Meter Location Codes.

   TMS displays existing Meter Location codes.

4. Click New.

   The Code Setup window opens.

5. From the Site drop-down menu, select your site.

6. From the Building drop-down menu, select your building.

7. In the Code field, enter your new meter location code.

8. In the Description field, enter a description of the new code.

9. Select the Show in New/Edit or Show in Query check boxes as needed.

   If either option is not selected, the code will be stored in your TMS database, but will not appear in the code drop-down menu. To have a code appear in the drop-down menu, you must select one of these check boxes.

10. Click Save to save the code or click Another to save and add an additional code.

Add a New Sub Type Code

Sub type codes are based off of the Type field on the standard form. To add a new sub type code, follow the steps below.

1. From the Setup menu, select Utilities > Codes.

2. From the Segment list, select the appropriate segment.

3. From the Code List drop-down menu, select Sub Type Codes.

   TMS displays existing Sub Type codes.

4. Click New.

   The Code Setup window opens.

5. From the Type drop-down menu, select the Type Code.

6. In the Code field, enter your new sub type code.

7. In the Description field, enter a description of the new code.

8. If you selected Electric or Gas as the type, enter the BTU Factor.

9. Select the Show in New/Edit or Show in Query check boxes as needed.

   If either option is not selected, the code will be stored in your TMS database, but will not appear in the code drop-down menu. To have a code appear in the drop-down menu, you must select one of these check boxes.

10. Click Save, or click Another to add an additional code.

Add a New Utility Account Code

Service providers are tied to Utility Account codes. When you select a Utility Account code from the drop-down menu on the standard form, the Service Provider field will automatically populate. To add a new Utility Account code, follow these steps:

1. From the Setup menu, go to Utilities > Codes.

2. From the Segment drop-down menu, select the appropriate segment.

3. From the Code List drop-down menu, select Utility Account Codes.

   TMS displays existing Utility Account codes.

4. Click New.

   The Code Setup window opens.

5. In the Code field, enter your new utility account code.

6. In the Description field, enter a description of the new code.

7. From the Type drop-down menu, select a type.

8. In the Service Provider field, enter in the vendor name of the utility provider.

   You can use the Lookup button to query for the service provider.

9. In the Tariff field, enter a numerical value.

   Tariff is not a required field. A Tariff is the surcharge value that the utility company might pass on to you.

10. In the Serving field, enter a value.

    Serving is not a required field. An example of Serving is the electric voltage of 220 or 110.

11. Select the Show in New/Edit or Show in Query check boxes as needed.

    If either option is not selected, the code will be stored in your TMS database, but will not appear in the code drop-down menu. To have a code appear in the drop-down menu, you must select one of these check boxes.

12. Click Save, or click Another to add an additional code.

Once a code has been used in the application, you cannot delete it.