EC Express: Selecting a Bill Entry Template for a Meter
Posted by Matthew Heinz on 06 June 2012 10:47 AM
Selecting a Bill Entry Template for a Meter
There are two ways to select a Bill Entry Template for an Account's meter.
The first, and most common way, is when the account/meter is created (see Creating a Utility Bill Account). The template selection is part of the normal Account/Meter Wizard process. Based on user responses, a template is selected which most closely matches the desired bill line items to be tracked. The selected template is then associated with the new meter, and is displayed along with the other meter properties under the Properties tab.
Once the template has been assigned for the meter, a new template can be assigned at any time. This should only be done if the vendor or billing statement changes significantly.
Here's how to select a Bill Entry Template for an existing meter:
Bill Template Naming Conventions
This is an abridged (incomplete) listing of common naming conventions.
FD_ means “full service” vendor or “Distribution” vendor. This template prefix that indicates a second-generation EnergyCAP-defined template, usually including more bill line items than the Simple or Advanced templates.The usage ‘counts’ for these vendors.
S_ means a "Supply" vendor. This template prefix indicates that ‘usage’ for this template is information-only and does not count (because the usage should already be tracked by a parallel FD vendor for this meter).
Following the (optional) prefix is the commodity abbreviated unit of measure (DKTHM, KWH, etc.)
Following the unit of measure is the abbreviated template description:
Following may be the demand indicator (electric meters only):
Following may be the Time-of-Use indicator (electric meters only):
Following is the template revision number (1, 2, 3, etc...)