Associating commodities with customer contracts

Associate an energy-related commodity with a customer contract to invoice energy costs to customers. Associating energy-related commodities to a customer contract simplifies energy-related setup of charge definitions.

To associate commodities with customer contracts:

  1. Open the Customer Contracts form.
  2. Select the customer contract with which to associate commodities, and then click the Commodities tab.
  3. Click Add Commodity.
  4. Commodity—Enter the commodity to associate with the selected customer contract. The system automatically populates the description of the commodity and Commodity Org.
  5. Click Submit.
    Note: Adding energy commodities to a customer contract may automatically generate energy-related charge definitions for equipment associated to the contract.