Financial > Contract
The Financial Menu contains the Contract section.
What is a Contract?
A Contract is used to define the expected charges and rates that are in effect for a Meter and Account.
A Contract is assigned to a Meter, and a Meter is assigned to an Account. Therefore, the meter objects is critical for the application of the contract structure to the associated billing Account.
Contracts contain histories which capture the charging configuration that is applicable for a given period of time. Charges can include the cost per Unit (i.e. energy charge), Standing Charge, CCL, VAT etc. of the price per unit rates for a fixed date range. The Contract Histories should contain the configuration of charging and rates that aligns with your incoming supplier bills. These Histories must be in consecutive order to maintain an ongoing price for cost calculations.
Contract Usage (Meters) lists the Meters from the estate that are associated to the Contract and therefore subject for cost calculation from the Histories prices.
What Pages are available in the Contract Menu?
Open: Financial > Contract > Contracts
Click on the links below for more information.
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Explains what a contract is and sub pages on how to create, manage, update contracts |
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Explains how to add, edit, delete, copy and use a Contract Group |
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Global Tables are date dependent reference fields which contain unit rates for all contracts in the system (hence the name “Global”). Global tables can only be added to the system from the design of a ‘Contract Template’. |
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Allows you to view any Contracts that are being recalculated |
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Explains how to import the Contract History using an exported file |
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Explains how to export the Contract History |
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Explains how to view add, edit, delete, import and use Blended Rates which can then be used in Analysis |
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