Defining utility bills for invoice vouchers

Create and edit utility bill information for the invoice voucher header. The Utility Bills page applies costs to the invoice voucher header and allows you to calculate a daily rate for utility/energy consumption.

To define utility bills for invoice vouchers:

  1. Open the Invoice Vouchers form.
  2. Select a non-PO invoice voucher for which to apply utility bills, and then click the Utility Bills tab.
  3. Click Add Utility Bill. The system automatically populates Line.
  4. Utility Bill Source—Enter the utility bill source object. Utility Bill Source is the level at which the utility bill is recorded (usually building level). The system automatically populates Utility Bill Source Org. and UOM.
  5. Meter—Enter the meter that is attached to the Utility Bill Level Object. The system automatically populates Meter Org.
  6. Commodity—Enter the commodity that represents the type of energy being consumed, i.e. electricity or gas.
  7. UOM—Enter the unit of measure of the usage of the utility bill.
  8. Cycle—Enter the cyclefor the utility bill.
  9. Rate Code—Enter the code of the rate to charge for the utility bill.
  10. Correction Factor—Enter the number for the correction factor. Correction Factor is a value the utility company sets to ensure proper usage calculation. This value will be used as a multiplier when calculating utility bill rates.
  11. From Date—Enter the begin date of the billing period. The system automatically populates To Date with the same date.
  12. End Date—Enter the end date of the billing period.
  13. Start Reading—Enter the reading at the start of the utility bill period.
    Note: If you clear Start Reading, the system automatically clears End Reading and vice versa. It will not adjust Usage based on edits to either field.
  14. End Reading—Enter the reading at the end of the utility bill period.
    Note: If you enter End Reading when Usage is null and Start Reading is not null, the system automatically populates Usage = End Reading – Start Reading.
  15. Usage—Enter the usage for the utility bill period. If Start Reading is not null when you enter Usage, the system automatically populates End Reading = Start Reading + Usage.
  16. Total Bill Amount—Enter the cost amount for the utility bill period. The system automatically populates Currency.
  17. Multiplier—Enter a multiplier to calculate usage from the meter reading. This value will be used as a multiplier when calculating utility bill rates.
  18. Meter Type—Select the type of meter for the utility bill period.
    Note: Energy and Demand measures KWh and kW.

    Reactive Energy measurers kVARh to bill power factor less than 95%.

    Energy, Demand, and Power Factor measures all KWh, kW, and kVARh.

  19. Peak Demand—Enter the peak demand for the utility bill period. The system automatically populates the peak demand UOM.
  20. Billed Demand—Enter the demand rate billed for the utility bill period.
  21. Power Factor (%)—Enter the power factor percentage of the commodity for the utility bill period.
  22. Service Charge—Enter the monthly service charge for the utility bill period. The system automatically populates Currency.
  23. Unit Charge—Enter the unit charge or rate being charged for the rate code for the utility bill period. The system automatically populates Currency.
  24. Load Factor—Enter the load factor for the utility bill period.
  25. Click Submit.
    Note: To delete a utility bill, select the utility bill to delete, and then click Delete Utility Bill.