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About Attach A Rate

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Once a tariff rate has been entered in Create A Rate, it can be assigned to a meter or multiple meters that are on that same rate. This is done by clicking the Attach-A-Rate tab on the shortBrandName configuration screen, as shown in .

Figure 3-24 Attach A Rate tab.

The tree navigation on the left side of the screen lists all the sites with underlying meters and data points. The user navigates to, and selects the desired meter. Once a meter is selected, the user selects the applicable tariff rate from the list on the right side of the configuration screen. Finally, when both a meter and a rate have been selected, the user clicks the Attach button to attach the rate. shows the four steps used to attach a rate.

Note: You can right-click any rate in the Select A Rate pane and select “View Attached Meters” from the popup menu to see a list of all meters attached to the selected rate.

Figure 3-25 Attach A Rate screen.

• Rate Details

  Once a meter and rate have been selected, details of the rate attachment appear below the “Rates Attached” dialog box. It is very important that these are completed.

• Rate Name

  Automatically populated when a rate is attached to a meter. The rate name is defined in Create A Rate.

• Start Time

  This is the date and time that the rate was originally applied to the meter. In many cases, it will be from the beginning of the account, but many times customers change rates after the original rate. Start Time is inclusive and End Time is exclusive.

• End Date

  This is the ending date that a rate was applied to a meter. The Present check box will always be selected for rates that are current. When a new rate is applied to a meter, the Present check box is deselected and the ending time and date of the original rate is entered. When the replacement rate is attached to the meter, the new rate will have the Present check box selected. Start Time is inclusive and End Time is exclusive.

• Billing Cycle

  The billing cycle needs to be entered for each meter. A rate entered in Create A Rate may be applied to several meters, but many of these meters will have different billing cycles. Cost Profiler reports provide costs for billing cycles by default, but the billing cycle needs to be manually entered for each meter for this to default to the proper billing cycle.

  Note: It is important that accurate billing cycles are entered when attaching a rate to a meter. These billing cycles will be used in the Cost Profiler reports versus calendar months to mimic actual costs as closely as possible.

• Other Categories

  Account number, customer service representative and contact information, etc., are optional fields, but this information should be entered to make the Bill Reconciliation Report as useful as possible. This information can generally be found on utility invoices. Websites and emails should be filled in as they become hyperlinks in the Cost Profiler application.

  Note: Make sure to fill in as much account and contact information as possible as there are hyperlinks to websites and email addresses in the Bill Reconciliation report.