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. Select Purchasing > Invoice Vouchers.
  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. Specify this information:
    Utility Bill Source
    Specify 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.
    Meter
    Specify the meter that is attached to the Utility Bill Level Object. The system automatically populates Meter Org.
    Commodity
    Specify the commodity that represents the type of energy being consumed such as electricity or gas.
    UOM
    Specify the unit of measure of the usage of the utility bill.
    Cycle
    Specify the cycle for the utility bill.
    Rate Code
    Specify the code of the rate to charge for the utility bill.
    Correction Factor
    Specify 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.
    From Date
    Specify the begin date of the billing period. The system automatically populates To Date with the same date.
    End Date
    Specify the end date of the billing period.
    Start Reading
    Specify 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.
    End Reading
    Specify the reading at the end of the utility bill period.
    Note: If you specify End Reading when Usage is null and Start Reading is not null, the system automatically populates Usage = End Reading – Start Reading.
    Usage
    Specify the usage for the utility bill period. If Start Reading is not null when you specify Usage, the system automatically populates End Reading = Start Reading + Usage.
    Total Bill Amount
    Specify the cost amount for the utility bill period. The system automatically populates Currency.
    Multiplier
    Specify a multiplier to calculate usage from the meter reading. This value will be used as a multiplier when calculating utility bill rates.
    Meter Type
    Select the type of meter for the utility bill period.
    Option Description
    Energy and Demand Measures KWh and kW
    Reactive Energy Measures kVARh to bill power factor less than 95%
    Energy, Demand, and Power Factor Measures all KWh, kW, and kVARh
    Peak Demand
    Specify the peak demand for the utility bill period. The system automatically populates the peak demand UOM.
    Billed Demand
    Specify the demand rate billed for the utility bill period.
    Power Factor (%)
    Specify the power factor percentage of the commodity for the utility bill period.
    Service Charge
    Specify the monthly service charge for the utility bill period. The system automatically populates Currency.
    Unit Charge
    Specify the unit charge or rate being charged for the rate code for the utility bill period. The system automatically populates Currency.
    Load Factor
    Specify the load factor for the utility bill period.
  5. Click Submit.
Parent topic: Creating regular invoice vouchers