AiM User Guide Utility Management Module

Transcription

1 AiM User Guide Utility Management Module 2010 AssetWorks Inc NE Loop 410, Suite 1250 San Antonio, Texas (800)

2 Table of Contents AiM User Guide INTRODUCTION... 7 CHAPTERS... ERROR! BOOKMARK NOT DEFINED. PART 1... ERROR! BOOKMARK NOT DEFINED. PART 2... ERROR! BOOKMARK NOT DEFINED. APPENDIX... ERROR! BOOKMARK NOT DEFINED. CHAPTER 1: UTILITY CONTRACT SCREEN... 8 CHAPTER 1, PART 1: UTILITY CONTRACT SCREEN CONCEPTUAL GUIDE... 8 Title Block... 8 Status Block... 8 Contractor Block... 8 Dates Block... 9 Totals Block... 9 UC View / Select: Extra Description... 9 UC View / Select: Account Setup... 9 UC View / Select: Bid History... 9 UC View / Select: Invoice Approvers... 9 UC View / Select: Contact Information... 9 UC View / Select: Change Orders... 9 UC View / Select: Notes Log... 9 UC View / Select: User Defined Fields... 9 UC View / Select: Status History UC View / Select: Related Documents UTILITY TYPE SCREEN Title Block Utility Type Block Purchase Information Block Cost Block UT View / Select: Extra Description CHAPTER 1, PART 2: UTILITY CONTRACT STEP-BY-STEP QUICK GUIDE Creating a New Utility Contract Adding a New Utility Contract Utility Type line Completing the Contract CHAPTER 2: UTILITY CONTRACT CHANGE ORDER CHAPTER 2, PART 1: UTILITY CONTRACT CHANGE ORDER CONCEPTUAL GUIDE Title Block Status Block Contractor Block UTILITY CONTRACT CHANGE ORDER LINE ITEM Title Block Change Order Block Contract Line Item Amendment Change Block CHAPTER 2, PART 2: UTILITY CONTRACT CHANGE ORDER STEP-BY-STEP QUICK GUIDE Creating a Utility Contract Change Order New Utility Contract Change Order Line Item Completing the Contract Change Order CHAPTER 3: UTILITY CONTRACT INVOICE CHAPTER 3, PART 1: UTILITY CONTRACT INVOICE CONCEPTUAL GUIDE Title Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 2

3 Status Block Contractor Block Invoice Information Totals UTILITY CONTRACT INVOICE LINE ITEM Title Block Transaction Block Usage Invoiced Accepted CHAPTER 3, PART 2: UTILITY CONTRACT INVOICE STEP-BY-STEP QUICK GUIDE Utility Contract Invoice Utility Contract Invoice Line Item CHAPTER 4: UTILITY CONTRACT INVOICE APPROVAL CHAPTER 4, PART 1: CONTRACT INVOICE APPROVAL CONCEPTUAL GUIDE Approval Block CHAPTER 4, PART 2: CONTRACT INVOICE APPROVAL STEP-BY-STEP QUICK GUIDE Utility Contract Invoice Approval CHAPTER 5: UTILITY CONTRACT INVOICE ADJUSTMENT CHAPTER 5, PART 1: UTILITY CONTRACT INVOICE ADJUSTMENT CONCEPTUAL GUIDE Title Block Status Block Contractor Block Invoice Information Totals UTILITY CONTRACT INVOICE ADJUSTMENT LINE ITEM Title Block Transaction Block Usage Totals CHAPTER 5, PART 2: UTILITY CONTRACT INVOICE ADJUSTMENT STEP-BY-STEP QUICK GUIDE Negative Amount Adjustment Positive Amount Adjustment CHAPTER 6: UTILITY METER CHAPTER 6, PART 1: UTILITY METER CONCEPTUAL GUIDE Title Block Status Block Location Block Classification Block Meter Information UM View Select: Virtual Meter Information UM View Select: Locations Served UM View Select: Relocation UM View Select: Installation Reading UTILITY METER UNIT OF MEASURE Main Block CHAPTER 6, PART 2: UTILITY METER STEP-BY-STEP QUICK GUIDE Utility Meter Screen UM View Select: Virtual Meter Information UM View Select: Locations Served UM View Select: Relocation UM View Select: Installation Reading AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 3

4 Utility Meter Unit of Measure CHAPTER 7: METER READING ROUTE CHAPTER 7, PART 1: METER READING ROUTE CONCEPTUAL GUIDE Title Block Details Block Readings List CHAPTER 7, PART 2: METER READING ROUTE STEP-BY-STEP QUICK GUIDE Execute a Meter Reading Route CHAPTER 8: SINGLE METER READING CHAPTER 8, PART 1: SINGLE METER READING CONCEPTUAL GUIDE Transaction Block Meter Block Reader Block Usage Block CHAPTER 8, PART 2: SINGLE METER READING STEP-BY-STEP GUIDE Enter a Single Meter Reading CHAPTER 9: METER REPLACEMENT CHAPTER 9, PART 1: METER REPLACEMENT CONCEPTUAL GUIDE Title Block Replacement Date Block Removed Meter Block Installed Meter Block Removed Meter Location Block Installed Meter Location MR View Select: Removal Readings MR View Select: Installation Readings CHAPTER 9, METER REPLACEMENT STEP-BY-STEP GUIDE Enter a Meter Replacement Transaction CHAPTER 10: COMMERCIAL METER INVOICE CHAPTER 10, PART 1: COMMERCIAL METER INVOICE CONCEPTUAL GUIDE Title Block Key Dates Block Contractor Block Meter Information Totals Block CHAPTER 10, PART 2: COMMERCIAL METER INVOICE STEP-BY-STEP GUIDE Commercial Meter Invoice CHAPTER 11: METER READING ADJUSTMENT CHAPTER 11, METER READING ADJUSTMENT: CONCEPTUAL GUIDE Title Block Billed Date Block Meter Block Reader Block Change Block CHAPTER 11, PART 2: METER READING ADJUSTMENT STEP-BY-STEP GUIDE Adjust a meter reading CHAPTER 12: UTILITY BILLING CHAPTER 12, PART 1: UTILITY BILLING CONCEPTUAL GUIDE Title Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 4

5 Status Block Utility Type Billing Meters CHAPTER 12, PART 2: UTILITY BILLING STEP-BY-STEP GUIDE Run Utility Billing CHAPTER 13: UTILITY RATE GENERATION PRE-EDIT CHAPTER 13, PART 1: UTILITY RATE GENERATION PRE-EDIT CONCEPTUAL GUIDE Title Block Error Log Block CHAPTER 13, PART 2: UTILITY RATE GENERATION PRE-EDIT STEP-BY-STEP GUIDE Utility Rate Generation Pre-Edit CHAPTER 14: UTILITY RATE GENERATOR CHAPTER 14, PART 1: UTILITY RATE GENERATOR CONCEPTUAL GUIDE Title Block Generation Block Rate Calculation Block CHAPTER 14, PART 2: UTILITY RATE GENERATOR STEP-BY-STEP GUIDE Generate a Utility Billing Rate APPENDIX 1: UTILITY MANAGEMENT MODULE SETUP GUIDE UTILITY BILLING PERIOD Billing Period Block Dates Block UTILITY BILLING STATUS Title Block Active Block Workflow Block Role Block UTILITY CONTRACT CHANGE ORDER STATUS Title Block Active Block Workflow Block Role Block UTILITY CONTRACT STATUS Title Block Active Block Workflow Block Role Block UTILITY CONTRACT TYPE Quick List Entry Block UTILITY INVOICE STATUS Title Block Active Block Workflow Block Role Block UTILITY METER GROUP Quick List Entry Block UTILITY METER ROUTE Quick List Entry Block UTILITY METER STATUS Title Block Active Block Workflow Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 5

6 Role Block UTILITY METER TYPE Quick List Entry Block UTILITY PAY TYPE Quick List Entry Block A. UTILITY TYPE Title Block Status Block Markup Block Offset Block B. UTILITY TYPE BILLING CLASSIFICATION Classification Block A. UTILITY UNIT OF MEASURE Title Block Active Block B. UTILITY UNIT OF MEASURE CHILD UNIT OF MEASURE Title Block Child UOM Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 6

7 Introduction This User Guide is designed to help the user understand the functionality of the Utility Management module. It explains the module from a conceptual standpoint and it offers step-by-step instructions to help the user learn how to quickly enter data and save records to the system. Each chapter is specific to one screen in the module and contains Parts 1 and 2 as follows: Part 1: The conceptual Part I explains the screen as well as its functionality throughout the system. Part 2: The step-by-step Part II is a guide to creating transactions and performing tasks while working in the screen. The Appendix at the end of the guide explains each of the setup screens for configuring the validated data that will be made available in the drop-downs and lists within the module as a whole. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 7

8 Chapter 1: Utility Contract Screen Chapter 1 Part 1 Utility Contract Screen Conceptual Guide The Utility Contract screen is the main screen of the first of five screens that are used only if one is going to purchase and resell utilities through a managed grid. If one is only paying bills for utilities provided directly to properties from a commercial utility, use the commercial utility invoice screen instead. The Utility Contract screen is where the contract for purchase of bulk utilities for resale is defined. Title Block The Utility Contract number uniquely identifies a Utility Contract record. This is entered by the user. The description represents a description of the Utility Contract overall, while each line item of the Utility Contract has its own description. Status Block The Utility Contract Status field shows the current condition of the Utility Contract. The Contract Type field is a classification field. The Method field is a sorting and reporting field. The Pay Type field is classification field that can be used to support interfaces or reporting. Contractor Block This is populated with the supplying utility Contractor, which is populated in the Contract Administration module. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 8

9 Dates Block Key dates about the contract are entered here. Once the contract is awarded these dates can only be edited via contract change order. Totals Block The contract totals are stored here. UC View / Select: Extra Description The extra description block provides an additional 4000 characters to further describe the parent record. This information is included in the parent records search screen and is ideal if the basic 255 character description is insufficient. UC View / Select: Account Setup The account setup screen is used to define the charge and offset accounts to be associated with invoices generated from this contract. UC View / Select: Bid History The bids received for this contract can be stored here for record. UC View / Select: Invoice Approvers Those that can approve invoices for this contract are defined by login on this screen. They must be loaded prior to contract award. Once the contract is awarded these approvers can no longer be edited. If this is left blank then there any user with appropriate rights can approve Invoices. UC View / Select: Contact Information The primary point of contact to support this contract is loaded here. It must be loaded before the contract is awarded. It cannot be edited after award. UC View / Select: Change Orders Change orders processed against this contract are listed here. UC View / Select: Notes Log The notes log block supports the management of additional notes regarding a specific record (Utility Contract, project, property, equipment, etc...). This is a great way to keep a dated running commentary on a specific record in the system. The note entry block allows the note author to enter up to 2000 characters of free-form text to be associated to the parent record. The note may be further classified by selecting a note type. The entry date and login are automatically defaulted and associated to the note and may not be modified after the note is saved. The notes log WorkDesk block identifies whether or not the notes log for this particular parent record will be available in the WorkDesk notes log content channel. Additionally, these notes may be filtered according to a unique note type to avoid extraneous notes from appearing on the WorkDesk. UC View / Select: User Defined Fields User defined fields (UDF) provides the ability to create fields for data entry, not provided in the baseline product. UDFs must be built in the system administration module for the module screen where the UDF AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 9

10 will be employed. The UDF can be linked to a validation table so the user selects values from a predefined list. The UDF may even be marked as required to complete a record. User defined fields create additional customized reporting and management capabilities. UC View / Select: Status History Status history provides a view-only record of statuses over time. Status history is automatically updated as statuses change and not directly edited within the status history screen. The status editor and date are included as a part of this history. The status history provides an excellent metric for turn-around time on jobs. UC View / Select: Related Documents The related documents function allows you to attach any electronic record, such as a document, spreadsheet, or image from the document repository to the record on which you are working. Related documents could also be a URL (web) shortcut. Utility Type Screen The Type Screen is used for tracking each line in a Utility Contract. Title Block The line number field is automatically populated with a sequence beginning at 1. The description can contain up to 255 characters of description of the line item. Utility Type Block The Utility Type for this contract line is defined here and must match the Utility Contract UOM set up on the Utility Type record. Purchase Information Block The Unit of Measure is required. Quantity and Unit Cost can can be optionally loaded as well. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 10

11 Cost Block The costs associated with this line item are loaded here. UT View / Select: Extra Description The extra description block provides an additional 4000 characters to further describe the parent record. This information is included in the parent records search screen and is ideal if the basic 255 character description is insufficient. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 11

12 Chapter 1 Part 2 Utility Contract Step-By-Step Quick Guide This step-by-step quick guide is intended to help a user navigate successfully through completing and saving a record. There are red highlight shapes on some views to indicate a specific location or icon to be used. Creating a New Utility Contract 1. Click the New icon to enter a new Utility Contract. Enter the Utility Contract number. No two Utility Contract records can have the same number. 2. Click in the Description block to enter any desired description for the Utility Contract. 3. Zoom and select the Contractor, Address Code, and (optional) terms associated with that Contractor. 4. Enter the key dates. 5. Enter the Contract Type, Method, and Pay Type. 6. Ensure the correct Currency code is selected and (optional) enter an Estimate contract value. 7. (Optional) Navigate to View: Select Account Setup and select the charge and offset accounts. 8. (Optional) Navigate to View: Select Invoice Approvers and enter at least one invoice approver. Adding a New Utility Contract Utility Type line When creating a Utility Contract, at least one Utility Type line item must be added to a Utility Contract to save it. 1. Click the plus icon on the Utility Type bar. 2. Zoom and select the Utility Type. 3. Zoom and select the Unit of Measure. (Optional) load Quantity and Unit Cost. 4. Enter the Award amount. Note that if there isn t a limit on the award amount (e.g. this contract is for utility supply in perpetuity from a public utility), it is suggested that you put a very large number in this block as when this amount is exceeded you will need to process a Contract Change Order to add to the contract total. 5. Either click the plus icon to continue loading Utility Type line items, or click the green done flag. Completing the Contract 1. Once any additional optional data is loaded on the contract put the contract record in Edit mode and change the status to one that is flagged as Awarded. Be certain that the contract record is complete before you do this as this action cannot be reversed. Any changes to the contract will require a contract change order. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 12

13 Chapter 2: Utility Contract Change Order Chapter 2 Part 1 Utility Contract Change Order Conceptual Guide The purpose of this screen is to create and approve a change to either the total amount of a contract Utility Type line item, or the end date of a line item, or both. To create a new Utility Contract Change Order record, click the New icon. Title Block This is populated with a system generated transaction number which cannot be edited. The description field can contain any desired description. Status Block This shows the status of the change order, the date it was created, and the total amount of the change order. Contractor Block The Contractor block shows the Contractor (selected from the Contract Administration module) that will be providing service under this change order. Utility Contract Change Order Line Item AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 13

14 Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered. Change Order Block This block displays the Change Order number from the header record. It cannot be edited. Contract Line Item The Contract Line can be used to relate this change order line item to a specific line on the original contract. If this is populated it will populate the remaining fields in the block from the related Contract line item. Alternately, the Utility Type can be loaded, which will load the associated UOM automatically. The Quantity and Unit Cost fields reflect those values from original Contract line item if associated. Amendment The Amendment filed is a free form edit field where an Amendment number associated with this change line can be entered. The Reason code can be zoom selected from the available Contract Change Order Reason codes setup in the Contract Administration module. Change Block The Current End Date of the contract is displayed in the Current End Date field. The New End Date is entered here if desired. The Change Amount shows the additional currency amount to be added to the total contract or contract line item value. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 14

15 Chapter 2 Part 2 Utility Contract Change Order Step-By-Step Quick Guide Creating a Utility Contract Change Order 1. Navigate to the Utility Contract Change Order Screen and click the new record icon. 2. Zoom and select the Utility Contract associated with this change order. 3. Enter the Change Order Date. New Utility Contract Change Order Line Item 1. (Optional) Enter the Utility Contract line item associated with this change. If this field is populated it will populate the remaining fields in this block. 2. If Step 1 above is not done, then zoom and select the Utility Type. This will automatically populate the UOM field below. 3. (Optional) Enter Amendment identification if desired. 4. (Optional) Zoom select a Reason Code if desired. 5. (Optional) Enter a new end date. This will become the adjusted end date of the contract upon approval. 6. Enter the currency Change Amount of this line item. This must be a positive value. 7. (Optional) Click the plus icon to add additional line items. 8. Click the green done flag and then the Save icon. Completing the Contract Change Order 1. To approve the change order put the record in edit mode and zoom select a status with an Approved flag. 2. Save the record. Note that the Change Order becomes effective and cannot be edited further once it is approved. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 15

16 Chapter 3: Utility Contract Invoice Chapter 3 Part 1 Utility Contract Invoice Conceptual Guide The purpose of this screen is to enter invoices against the Utility Contract defined above. These invoices are then processed and approved for payment, and can be interfaced to an external finance system for payment processing. Cost and usage data from these invoices will pass to the Utility Rate Generator screen to develop utility rates to bill downstream customers in an internally managed distribution grid. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Status Block This shows the status of the record. The Summary Bill field can be used to relate this record to a combined bill form the utility company which covers several Utility Contract Invoice records. Contractor Block This data relates the invoice to an active Utility Contract. Invoice Information This block contains the invoice number and key dates of the invoice. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 16

17 Totals The currency and calculated totals from the invoice line items are shown here. Utility Contract Invoice Line Item Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Transaction Block This displays the Transaction number of the Utility Contract Invoice record. Usage The Utility Type for the line item is loaded here. The associated UOM automatically populated. If there is an associated master meter it should be zoom selected here. The unit cost from the Contractor bill can be entered here. The usage amount is required. Invoiced If the amount invoiced is not the amount to be paid, the invoiced amounts are loaded into this block. Accepted The gross Amount and Miscellaneous Amount are to be paid are loaded here. The remaining amounts can be loaded as desired. The total field on the invoice header will be automatically calculated from the line item totals. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 17

18 Chapter 3 Part 2 Utility Contract Invoice Step-By-Step Quick Guide Utility Contract Invoice 1. Navigate to the Utility Contract Invoice screen. 2. Click the new record icon. 3. (Optional) Enter any desired description. 4. (Optional) Enter a Summary Bill. 5. Zoom select the Contractor, Address Code and Contract. 6. Enter the Invoice Number and Invoice Date. 7. (Optional) Enter the Start and End Dates of the service period. Utility Contract Invoice Line Item 1. Click the green plus icon to open a new Line Item record. 2. The Line field will be populated with a system generated sequence number. 3. (Optional) Enter any desired Description. 4. Zoom select the Utility Type 5. Zoom select the Master Meter 6. (Optional) Enter the Unit Cost from the bill. 7. Enter the Usage quantity. 8. (Optional) Enter any invoiced amounts for the record. AiM User Guide 9. Enter the Accepted Amounts. The Amount and Miscellaneous Amount fields are required. 10. (Optional) Click the plus icon to add another line item. 11. Click the Done flag when finished adding line items. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 18

19 Chapter 4: Utility Contract Invoice Approval Chapter 4 Part 1 Contract Invoice Approval Conceptual Guide This screen is used to approve Utility Contract Invoice records. The Approval process changes the status of the subject records from and Open flagged status to an Approved flagged status. Once in an approved status the record can be used to both generate downstream billing and interfaced over to an external finance system for payment. Once in an approved status the record can no longer be edited. Approval Block Once the desired records to approve are selected, this screen can be used to display more or less detail about the subject Invoices. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 19

20 Chapter 4 Part 2 Contract Invoice Approval Step-By-Step Quick Guide Utility Contract Invoice Approval 1. Navigate to the Contract Invoice Approval screen. This will be a search filter screen. 2. Enter the desired filter criteria to return the Utility Contract Invoice records to be reviewed. 3. Click the Search icon. 4. Click the check box next to those records to be approved. If all are to be approved one can click the Select All box. If more detail about the records is desired click the More Detail hyperlink. 5. Click the Approve Icon. 6. Note on the resulting screen how many invoices were approved. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 20

21 Chapter 5: Utility Contract Invoice Adjustment Chapter 5 Part 1 Utility Contract Invoice Adjustment Conceptual Guide This screen is used to process adjustments to a previously approved Utility Contract Invoice. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Status Block This shows the status of the record. The Summary Bill field relates this record to a combined bill form the utility company which covers several Utility Contract Invoice records. Contractor Block This data relates the invoice to an active Utility Contract. Invoice Information This block contains the invoice number and key dates of the invoice. The Adjustment Number and Date are entered here. All other elements of this screen are pre-populated from the Utility Contract Invoice that is being adjusted. Totals The currency and calculated totals from the invoice line items are shown here. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 21

22 Utility Contract Invoice Adjustment Line Item New line items can be created to decrease or increase the amount of the Invoice total when processed. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 22

23 Transaction Block This displays the Transaction number of the Utility Contract Invoice record. Usage The Utility Type for the line item is loaded here. The associated UOM automatically populated. If there is an associated master meter it should be zoom selected here. The unit cost from the Contractor bill can be entered here. The usage amount is required. Totals The gross Amount and Miscellaneous Amount are to be paid are loaded here. The remaining amounts can be loaded as desired. The total field on the invoice header will be automatically calculated from the line item totals. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 23

24 Chapter 5 Part 2 Utility Contract Invoice Adjustment Step-By-Step Quick Guide Negative Amount Adjustment 1. Navigate to the Utility Contract Invoice Adjustment Screen. 2. Click the new record icon. 3. You are taken to a search screen where you can enter the desired filter criteria to choose the Utility Contract Invoice record you want to adjust. Note that only Utility Contract Invoices in a release status will available to select from. 4. Select the record you want to adjust by clicking on the hyperlink transaction record. 5. Enter the desired adjustment number and date. 6. Click on the sequence number of the line to be adjusted. 7. Enter negative amounts (with a minus) in the fields where the total is to be reduced. 8. Adjust the master meter and/or usage figure as desired. 9. click the green done flag and note that a new line item with the negative adjustments has been created. Positive Amount Adjustment 1. Navigate to the Utility Contract Invoice Adjustment Screen. 2. Click the new record icon. 3. You are taken to a search screen where you can enter the desired filter criteria to choose the Utility Contract Invoice record you want to adjust. Note that only Utility Contract Invoices in a release status will available to select from. 4. Click the plus icon to create a new line item. 5. Enter the Utility Type 6. (Optional) Zoom select the master meter record. 7. (Optional) Enter the Unit Cost. 8. Enter the Usage amount for this line number. 9. Enter the currency Amount and Miscellaneous Amounts. 10. Enter additional amounts as desired. 11. Click the green done flag. 12. Click the save icon. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 24

25 Chapter 6: Utility Meter Chapter 6 Part 1 Utility Meter Conceptual Guide The Utility Meter screen is one of the first things that must be setup when configuring the system. Meters must be configured to support any of the functionality of the. There are two paths to follow when configuring meters. One is for metering an internal managed network that redistributes purchased or self-generated utilities. The second is to setup commercial meters on properties to support processing and paying commercial utility bills. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Status Block This shows the status of the record. This block also shows the Meter Type and Utility Type. These are both critical fields to the function of the meter and must be configured in the setup menus for each. See the appropriate appendices below for more on this. Both must be understood before one can properly configure a Meter record. Location Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 25

26 The physical location of the meter is defined here. If the meter is defined down to the property level then billing will flow to the entire property. If the location of the meter is defined then billing can flow to the Organization that occupies that property. Billing to the Organization level requires an Organization be associated to the Location on the Property/Location screen. Classification Block Meter Group is an optional sorting and reporting field. Billing Method can be Property or Organization. See the discussion under Location Block above for more. The Contractor, Address Code and Contract Number associated can all be populated to support processing commercial utility bills against this invoice if it is a Commercial Meter. Meter Information The Parent Meter field is used when creating meter networks for internal distribution. Meter Route, Sequence, and Loop are used to specify the meter reading order and route. The Energy Management and Reporting Sequence field are used to support specialized reporting requirements. UM View Select: Virtual Meter Information If this Meter is of the type Virtual Meter then the method and details of the meter reading calculation is specified on this screen. Service meter link and linked meter percent are only used when virtual meter type is anything other than remainder of upstream. UM View Select: Locations Served On this screen the one or more Properties (or Locations) served can be specified with a percentage split of charges. Locations served can be edited with end dates of service and start dates so that charges will transfer from one Property or Location Setup to another on the specified date. Note: If readings are being entered from the past, backdate the location served date prior to initial entry of reading. UM View Select: Relocation If the Meter itself is taken out of service or moved to another Property or Location that is specified on this screen. UM View Select: Installation Reading When the meter is initially setup the initial reading on the meter must be specified on this page. If it is not specified the system assumes an initial reading of 0. Utility Meter Unit of Measure The Unit of Measure block is used to define the unit of measure for meter readings. There is normally only a single Unit of Measure specified, but additional related Units of Measure can be added to support reporting. These additional UOM s would be related to the base UOM by conversion factors to support reporting usage in different units. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 26

27 Main Block Zoom select the UOM. The Multiplier field is the factor that is multiplied by the reading to convert it to a true usage number. The Rollover Point is the reading at which the meter rolls over and returns to 0. The Rollover Count is the number of times the meter has already rolled over. The Reading or Usage flag describes if this UOM line is the actual reading taken (for calculating usage) or a direct Usage entry. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 27

28 Chapter 6 Part 2 Utility Meter Step-By-Step Quick Guide Utility Meter Screen 1. Navigate to the Utility Meter Screen. 2. Click the new record icon. 3. Enter the Meter Number and Description. The Meter Number must be unique an cannot be reused for any other meter at any time. 4. Zoom select the Meter Type. 5. Zoom select the Utility Type. If this is a Meter of Type Commercial then only Utility Types flagged as Commercial will be available for selection. 6. Zoom select the Region, Facility, and Property where the Meter is located. If Organizational based billing is desired, enter the Location as well. 7. Select the desired Billing Method (Property or Organization) 8. (Optional) Zoom select a Meter Group that this Meter belongs to. 9. If this Meter is of the type Production, then zoom select the Supported Utility Type. This is the utility type that this Meter is producing. 10. If the Meter is of the type service, distribution, or production, then zoom select the Parent Meter. 11. (Optional) Zoom select the Meter Route. 12. (Optional) Enter a Meter Route Sequence and Loop Number. 13. (Optional) Set the Energy Management flag to Yes or No. This if for reporting only. 14. (Optional) Enter the Reporting Sequence to support custom reporting. UM View Select: Virtual Meter Information If this is a Meter of the type virtual then this screen is required. If it is not a virtual meter then do not enter any information on this screen. 1. Specify the type of virtual meter. a. Percent of Meter indicates will returns a usage that is a percentage of the usage of the parent meter at every billing cycle. b. Remainder of Upstream returns a reading that is the unallocated remainder of the total reading of the parent meter at every billing cycle. c. Fixed Amount returns a fixed currency amount at every billing cycle. d. Fixed Usage returns a fixed utility usage at every billing cycle. e. Fixed Cost per Square Foot is for use with the Location billing method only. It calculates a currency amount by multiplying a specified rate by the square footage of the location served at every billing cycle. 2. Zoom select the Service Meter link. This is required for any virtual type 1.a. or 1.b. above. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 28

29 3. Enter the Linked Meter Percent, which is the percentage. This is required for virtual type 1.a. above. 4. If the virtual meter type is 1.c. through 1.d. above, then click the plus icon to setup the required constants to complete the calculation. Each virtual type will cause the system to present a different set of fields to fill out when you click the plus icon. a. For type 1.c. enter the Billing Cycle, Amount and UOM to be returned at each billing cycle. Every billing cycle where this meter returns an amount will need a billing line record, so keep clicking the plus icon and loading amounts for billing periods until all billing periods have been setup. b. For type 1.d enter the Billing Cycle, Fixed Usage and UOM to be returned at each billing cycle. Every billing cycle where this meter returns an usage will need a billing line record, so keep clicking the plus icon and loading usages for billing periods until all billing periods have been setup. c. For type 1.e. enter the Billing Period, Square Foot Cost rate, Square Foot Type (the filed on the location record that will be used in the calculation), and UOM for each billing cycle. Every billing cycle where this meter returns an amount will need a billing line record, so keep clicking the plus icon and loading amounts for billing periods until all billing periods have been setup. UM View Select: Locations Served 1. Enter the Properties or Locations and the percentage distribution to each. At least one Property of Location must be entered. UM View Select: Relocation 1. If the Meter is relocated put the Meter record in edit mode and go to this screen. 2. Click the hyperlink to the current location served and enter the end date for that location. 3. Click the green done flag icon. 4. Click the plus icon and enter the new Location of the meter along with a Start Date. UM View Select: Installation Reading 1. Navigate to this screen and load the initial reading and reading date of the meter. Utility Meter Unit of Measure At least one unit of measure must be specified for each Meter. 1. Click on the plus icon on the Unit of Measure bar. 2. Enter the primary UOM. 3. Enter the Rollover Point. 4. Enter the Rollover Count. 5. Select Reading or Usage. 6. (Optional) add additional Units of Measure by repeating steps 1 5 and then selecting. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 29

30 Chapter 7: Meter Reading Route Chapter 7 Part 1 Meter Reading Route Conceptual Guide The Meter Reading Route screen is used to enter the readings taken when walking a Meter Reading Route. The Route must be configured before this screen can be used. Note: Meter types can be mixed for reading. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Details Block The reading date is the date that the reading route was run. The Route number and Reader specify which Route and the login of the Reader. Readings List All the meters to be read appear on this line and the readings can be entered. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 30

31 Chapter 7 Part 2 Meter Reading Route Step-By-Step Quick Guide Execute a Meter Reading Route 1. Navigate to the Meter Reading Route screen. 2. Enter the Reading Date. 3. Enter the Route. 4. Enter the Reader. 5. Enter the Readings in the spaces provided. 6. Save the record. AiM User Guide AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 31

32 Chapter 8: Single Meter Reading Chapter 8 Part 1 Single Meter Reading Conceptual Guide This screen is used to enter a single meter reading. Transaction Block The Transaction field is populated with a system generated transaction number that cannot be edited. The date that the reading is billed out appears in the Billed Date field after the reading is billed out. Meter Block The Meter, Utility Type, and UOM are specified in this block. Reader Block The login of the Reader and the Reading Date are loaded here. Usage Block The Reading field is used to enter the reading. The Prior Reading, Prior Usage, Usage and Change fields are all populated by the system. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 32

33 Chapter 8 Part 2 Single Meter Reading Step-By-Step Guide Enter a Single Meter Reading 1. Navigate to the Single Meter Reading screen. 2. Zoom select the Meter. The remaining fields in this block will populate from the Meter record. If the Meter is associated with more than one UOM, zoom select the correct UOM. 3. (Optional) Zoom select the login ID of the meter reader. 4. Zoom select the Reading Date. 5. Enter the Reading. 6. Click the save icon. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 33

34 Chapter 9: Meter Replacement Chapter 9 Part 1 Meter Replacement Conceptual Guide This screen is used to replace a meter that is in service flagged status with one that is in a service / repair flagged status. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Replacement Date Block The date that the replacement takes place is noted here. Removed Meter Block This identifies the meter that is at an in service flagged status which is removed. Installed Meter Block The meter to be installed is identified here. It must be in a service / repair flagged status. Removed Meter Location Block Fill in the location of the replaced meter here. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 34

35 Installed Meter Location This block is automatically populated with the location of the Removed Meter. MR View Select: Removal Readings Enter the final reading on the removed meter and the meter reader here. MR View Select: Installation Readings Enter the final reading on the installed meter and the meter reader here. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 35

36 Chapter 9 Part 1 Meter Replacement Step-By-Step Guide Enter a Meter Replacement Transaction 1. Navigate to the Meter Replacement Screen 2. Enter the Replacement Date 3. Zoom select the Removed Meter 4. Zoom select the Installed Meter 5. Zoom select the Removed Meter Location 6. View: Select Removal Readings. 7. Zoom select the meter reader. 8. Enter the meter reading. 9. View: Select Installation Readings 10. Zoom select the meter reader 11. Enter the meter reading 12. Click the green done flag 13. Save the record. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 36

37 Chapter 10: Commercial Meter Invoice Chapter 10 Part 1 Commercial Meter Invoice Conceptual Guide The Commercial meter invoice screen is for processing invoices from utility companies that serve a Commercial Utility Meter. Normally the Invoice is entered, reviewed, approved and then exported via an interface to a financial system for payment. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Key Dates Block This block is used to store a number of important dates from the invoice, as well as the invoice number. It also indicated if the Invoice has been billed or not. Invoice records in Billed status cannot be edited. Contractor Block This shows the utility contractor. It is automatically filled in from the Meter record. Meter Information This contains all the data about the meter associated with the Invoice. Usage data can be loaded here as well. Totals Block This is where the total amount of the invoice is loaded. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 37

38 Chapter 10 Part 2 Commercial Meter Invoice Step-By-Step Guide Commercial Meter Invoice 1. Navigate to the Commercial Meter Invoice Screen 2. Click the new record icon. 3. (Optional) enter any desired description. 4. (Optional) enter the invoice number. AiM User Guide 5. Enter the Invoice Date, and Service End date. The Service Start date will be loaded from the previous invoice for this meter, or it can optionally be entered here. 6. Zoom select the Meter Number. 7. (Optional) Enter Demand numbers. 8. Zoom select the billing period. 9. Enter the invoice amount and other optional data in this block as desired. 10. Click the save icon. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 38

39 Chapter 11: Meter Reading Adjustment Chapter 11 Part 1 Meter Reading Adjustment: Conceptual Guide This screen is used to enter correcting transactions relative to an existing meter reading. The screen is only used to correct readings that have been processed by the utility billing program. Prior to this process the meter reading transactions may be directly edited using the single meter reading entry screen defined above. The screen will require the user to select a reading transaction to be corrected. The reading amount that is entered as the correction will be used to generate a new detail reading. The new detail reading record then references the adjusted reading. The corrected reading is the new, whole reading and not the difference between the incorrect and the correct reading. PLEASE NOTE! Meter reading adjustment records the adjustments to the meter and records NO financial adjustment. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Billed Date Block This shows the date the reading was billed. Meter Block Contains data identifying the meter. Reader Block Contains data identifying the original reader and the reader making the change. Change Block Show the amount of change in meter reading. Chapter 11 Part 2 Meter Reading Adjustment Step-By-Step Guide AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 39

40 Adjust a meter reading 1. Navigate to the Meter Reading Adjustment Screen. 2. Click the new record icon. 3. Enter the filter criteria desired. 4. Click the search icon. 5. Select the record to edit. 6. Enter the corrected reading. 7. Save the record. Chapter 12: Utility Billing AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 40

41 Chapter 12 Part 1 Utility Billing Conceptual Guide This screen is used to gather commercial meter invoices and distribution meter readings eligible for billing, review the billing, and then generate the billing transactions. These transactions are usually then interfaces to an external financial system for processing. Title Block The Sequence Number is system generated and cannot be edited. Up to 255 characters of description can be entered Status Block Shows status and critical dates. Utility Type Shows the Utility Type being billed. Billing Meters Shows all meter readings and or invoices eligible for billing. Chapter 12 Part 2 Utility Billing Step-By-Step Guide Run Utility Billing AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 41

42 1. Navigate to the Utility Billing screen. 2. Click the new record icon. 3. Zoom select the utility type and billing period. 4. Save the record. 5. Put the record in edit mode. 6. Zoom select a status flagged as generated and save the record. 7. Review the results in the Billing Meters block. Correct any noted errors. 8. Once all the records to be billed in the Billing Meters block look acceptable, Zoom select a status flagged as posted. Note that billing transactions have been processed against the subject properties and organizations. Chapter 13: Utility Rate Generation Pre-Edit Chapter 13 Part 1 Utility Rate Generation Pre-Edit Conceptual Guide This screen is used to test the Utility Rate Generation process for errors. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 42

43 Title Block Shows the Utility Type and Billing Period to be tested. Error Log Block Shows the errors that the system has identified. Chapter 13 Part 2 Utility Rate Generation Pre-Edit Step-By-Step Guide Utility Rate Generation Pre-Edit 1. Navigate to the Utility Rate Generation Pre-Edit screen. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 43

44 2. Zoom select the Utility Type and Billing Period. 3. Save the record. 4. Note any errors found and correct them. Chapter 14: Utility Rate Generator Chapter 14 Part 1 Utility Rate Generator Conceptual Guide The utility rate generator is a graphic display of the calculation used to generate the utility rate based upon the billing period, utility type, and UOM. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 44

45 Title Block The title block shows the Billing Period, Utility Type and UOM for the rate to be calculated. Generation Block The generation block does not have any editable fields. It shows the date the record was created and whether or not it has been billed. Rate Calculation Block This is a graphical representation of the calculation of the Utility Billing Rate. Total Purchase Cost: This is a freeform field unless the system is pulling the cost from a utility contract invoice. Otherwise the total purchase cost is input here to factor into the rate calculation based on the selected billing period. Generation Cost (Optional): This cost is used to incorporate cost of generating a specific utility. For example, if natural gas is being used to generate steam, this will reflect the cost of the natural gas. Maintenance Cost (Optional): This cost references any maintenance that is performed on a specific utility and incorporates it into the rate for cost recovery (i.e. line maintenance, COGEN plant maintenance, substation maintenance). Capital Improvement Cost (Optional): This field is used if the user plans to incorporate future capital improvement cost of a specific utility into the rate for funding. Typically used to spread capital cost over a given period of time. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 45

46 Cost Adjustment (Optional): This field allows the user to manually enter possible taxes or other incurred charges from a specific utility. For example, on a water bill, there may be a sanitary charge along with a sewer change. These charges can be input into these fields separately or calculated and entering together. Total Utility Usage: This cost will transfer into the rate calculation based on the billing period selected. It references the data input from the meter reading route or single meter reading. Percent Adjustment (Optional): Allows user to factor in a percentage (markup) into the rate generation. Rate Adjustments (Optional): Allows user to adjust the rate by a positive/negative number. Chapter 14, Part 2: Utility Rate Generator Step-By-Step Guide Generate a Utility Billing Rate 1. Navigate to the Utility Rate Generator screen. 2. Click the new record icon. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 46

47 3. Zoom select the Billing Period, Utility Type, and UOM. 4. Note that the Total Utility Usage populates automatically. 5. Working from left to right, enter the any and all optional costs to be factored into the rate. 6. Save the record. Appendix 1: Utility Management Module Setup Guide 1. Utility Billing Period This defines the billing periods to be used when collecting meter readings and commercial meter invoices for billing. All records within the period will be collected and billed. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 47

48 Billing Period Block Shows the billing period name and description. Dates Block Shows the beginning and end date of the period. 2. Utility Billing Status This defines the available statuses on the Utility Billing Screen. Title Block Shows the name of the status and any desired description. Active Block Shows if this status is active or not, the sequence it will appear in zoom lists, and the status flag. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 48

49 The three possible status flags are Open, Generated, and Posted. Open is for records being worked on. Records moved to Generated status show the billing records that will be created. The Posted flag completes the billing process and locks the billing record. Workflow Block Shows the maximum and minimum status that records in this status can be promoted or demoted to. The Action Code is used to trigger system events when a record is saved in this status. Role Block Shows the Roles that can access this status. If no role is specified all roles can access this status. 3. Utility Contract Change Order Status Defines statuses available on the Utility Contract Change Order screen. Title Block Shows the name of the status and any desired description. Active Block Shows if this status is active or not, the sequence it will appear in zoom lists, and the status flag. Workflow Block Shows the maximum and minimum status that records in this status can be promoted or demoted to. Days before past due is used to report on overdue records. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 49

50 Role Block Shows the Roles that can access this status. If no role is specified all roles can access this status. 4. Utility Contract Status Shows that statuses available on the Utility Contract screen. Title Block Shows the name of the status and any desired description. Active Block Shows if this status is active or not, the sequence it will appear in zoom lists, and the status flag. Workflow Block Shows the maximum and minimum status that records in this status can be promoted or demoted to. Days before past due is used to report on overdue records. Role Block Shows the Roles that can access this status. If no role is specified all roles can access this status. 5. Utility Contract Type Defines the utility contract types. This is an optional sorting and reporting category. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 50

51 Quick List Entry Block This is a quick list entry type screen. A status name, any desired description, and active yes/no are entered. 6. Utility Invoice Status Defines statuses that Utility Contract Invoices can proceed through. Title Block Shows the name of the status and any desired description. Active Block Shows if this status is active or not, the sequence it will appear in zoom lists, and the status flag. Workflow Block AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 51

52 Shows the maximum and minimum status that records in this status can be promoted or demoted to. Days before past due is used to report on overdue records. Role Block Shows the Roles that can access this status. If no role is specified all roles can access this status. 7. Utility Meter Group Defines meter groups for sorting and reporting only. Quick List Entry Block This is a quick list entry type screen. A status name, any desired description, and active yes/no are entered. 8. Utility Meter Route Defines meter reading routes. Quick List Entry Block This is a quick list entry type screen. A status name, any desired description, and active yes/no are entered. 9. Utility Meter Status Defines statuses that Utility Meters can be in. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 52

53 Title Block Shows the name of the status and any desired description. Active Block Shows if this status is active or not, the sequence it will appear in zoom lists, and the status flag. The three possible status flags are In Service, Retired, and Service / Repair. In Service is for meters in use, Retired is for meters that are removed from service, Service / Repair is for a meter that has been taken out of service for maintenance or is stored as a spare. Workflow Block Shows the maximum and minimum status that records in this status can be promoted or demoted to. Role Block Shows the Roles that can access this status. If no role is specified all roles can access this status. 10. Utility Meter Type Defines the meter type which is required to define the relationship of this meter to other meters. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 53

54 Quick List Entry Block This is a quick list entry type screen. A status name, any desired description, status flag, and active yes/no are entered. The significance of the meter type flags are as follows: Commercial A commercial meter is used in conjunction with the Commercial Meter Invoice screen. This type of meter cannot have a parent or a child meter in the defined hierarchy. Distribution This is a mid-stream intermediate meter that will have both a parent meter and a child meter defined in the hierarchy. Master - A master meter is the meter provided by the utility vendor. This type of meter may not have a parent meter but must have a child meter in the defined hierarchy. Production Production provides the ability to capture utility usage that is used to produce a different utility type. For instance, when an organization converts gas to steam the production meter is on the gas line used to produce the steam. The costs associated with a production meter are carried into the calculation of the utility type that is generated and is not billed to a customer. If production meter is utilized in the hierarchy, the utility that is being used to service (generate) another source of utility must be have a rate calculated prior to calculating any other rate. For example, if natural gas is being used to generate steam through a cogen plant and the gas meters are setup as production meters, the natural AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 54

55 gas rate needs to be generated prior to the steam. This allows the generation cost of the steam to be factored into the rate. Service A Service meter is used to measure utility use by the property/locations that it serves. This meter is the termination point of the hierarchy and cannot have a child meter in the defined hierarchy. Virtual A Virtual meter is linked to properties/locations for utility billing purposes. Virtual meters generate utilization values from calculations based on other meters in the hierarchy rather than meter reading values. 11. Utility Pay Type Defines the method used to pay commercial utility invoices. This is primarily for use by the financial system that the record is eventually interfaced to for payment. Quick List Entry Block This is a quick list entry type screen. A status name, any desired description, and active yes/no are entered. 12 A. Utility Type Defines the Utility Type and several critical parameters associated with that Utility Type. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 55

56 Title Block Shows the name of the status and any desired description. Status Block Active shows if this type is in use. If the Utility Type is to be associated to a utility contract, then a Utility Contract UOM may also be entered. Utility Contract UOM cannot be entered until the utility type is defined. Utility Contract UOM supports the default UOM contracts and invoices that reference that utility type. Commercial ( Yes/No ) associates Utility Type with Commercial Meter Invoice and the Commercial Utility Meter Type. Markup Block Defines the account, subcode and percent of any markup automatically added to billings for utilities of this type. Offset Block The charge account and subcode for every utility type are defined on the property or organization record. All charges for utilities of this type generate offsetting transactions to the offset account and subcode defined here. 12 B. Utility Type Billing Classification Billing Classification, a detail line item of Utility Type, is a basic cost accounting structure for utilities and indicates whether the utility type supports Maintenance (Utility Maintenance Cost (UMC)) or Capital Improvement (Utility Capital Improvements (UCI). AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 56

57 Classification Block Shows the billing classification, and the related work management Type, Category, and Work Code. 13 A. Utility Unit of Measure Defines Utility Units of Measure, which are required on several records in the Utility Management Module. Title Block Shows the name of the status and any desired description. Active Block Shows if this Utility UOM is active or not and the associated Utility Type. Cumulative defaults to Yes - No indicate that the meter will only have reading values entered and no usage amount is calculated or supported (e.g. demand meter). Set to No for utility types such as KW that is reset every month. The system will only bill for meters where cumulative is set to Yes. Base UOM is the calculated base UOM units derived from meter readings for the respective billing period and allows standard UOM/quantity for comparison and tabulation. UOM Used For Billing/Reporting further clarifies the use of the UOM in utility Management. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 57

58 13 B. Utility Unit of Measure Child Unit of Measure Utility UOM contains a child value to support the conversion of purchased utility UOM to the child meter UOM. This conversion and relationship is defined on a meter by meter basis through the conversion factor. Title Block Shows the name of the status and any desired description. Child UOM Block The Child UOM is noted here and the conversion factor between the parent and child UOM is entered. AssetWorks, Inc NE Loop 410, Suite 1250 San Antonio, Texas Page 58