Create a New Utility Record

In the steps below, we provide you with a general outline of creating a new utility record. We have included detailed descriptions of the fields on each tab of the form in the Standard Form Reference: Utility (TMS Enterprise) Form section. Consult that section for more detail on the fields on the standard form.

1. From the Modules menu, select Utilities > New.

2. From the Form drop-down menu in the toolbar, select the form with which you want to create your new utility record.

   You will notice that required fields are marked with a red asterisk (*). Some of the required fields might have default values.

3. In the Description field, enter a short description for the utility record.

4. From the Segment drop-down menu, select the segment where the utility record will be stored.

5. From the Type drop-down menu, select the appropriate type.

6. From the Utility Account drop-down menu, select the appropriate account.

7. From the Site drop-down menu, select the site that uses the utility.

8. From the Building drop-down menu, select the appropriate building.

9. In the Billing Days field, enter the number of days you are billed for a month.

10. In the Consumption Costs area, enter the Consumed Units for the utility.

    The description of the units will vary based on the type and sub type of the specific utility.

11. In the Billing Cost field, enter the amount due to the utility company for the month.

12. In the optional fields, enter any additional information.

13. Click Save.

    Your utility record is now part of the TMS database, and to the Utility Edit page opens. You should see the unique Utility Number in the upper-right corner of the page.