Create an occupier

In the event that a meter read is received and there is usage recorded, a user may choose to create an occupier account to be able to invoice the usage and follow up subsequent debt.

 Tip: Occupiers are not automatically created in Utilmate.

New customer

If they have never been a customer previously and the building and property they are moving into, find the property and meter.  You can search by any number of or combination of search fields available to find the customer. In this case, the site identifier/meter number may be the most useful.

Closed account

Check if the current account is closed with a closing read on the account closed date.  If the account is not closed:

• Update the account status to Closed, the account closed date to the desired date and the Closed Reason as shown.
• Add a closing read by clicking on the Services menu, then the Meters tab and the Add button.

Note: The read type should be set to CLOSING. If an actual read hasn’t been provided, leaving the meter read as 0 will automatically generate an estimated read.

 

Add an occupier

Add an occupier by clicking on the Services menu, then Meters tab and + button.

Enter the below information into Add Meter wizard.

Select Yes to replace a meter or No to add a new meter.

Meter to be replaced

If you selected Yes, to replace an existing meter, enter:

• Meter to be replaced (from the dropdown list)
• Final meter read
• Final read date

Add new meter

Enter the below information then click on the save button. 

• Meter code - this must match the meter code that will be received in the meter read files.
• Meter register - this is used for peak/offpeak metering and must match the meter register that will be received in the meter read files.
• Meter status - this should be set to active.
• Meter type - this must match the meter type for the selected price plan. Typically the following meters types will be used:
  
  • All Day
  • Peak
  • Off-Peak
  • Shoulder
  • Cold Water
• Dial format
• Multiplier - all reads will be multiplied by this factor.
• Meter install date
• Meter serial

Add New Meter

If you selected No, to replacing an existing meter, enter the below information then click on the save button. 

• Meter code - this must match the meter code that will be received in the meter read files.
• Meter register - this is used for peak/offpeak metering and must match the meter register that will be received in the meter read files.
• Meter status - this should be set to active.
• Meter type - this must match the meter type for the selected price plan. Typically the following meter types will be used:
  
  • All Day
  • Peak
  • Off-Peak
  • Shoulder
  • Cold Water
• Dial format
• Multiplier - all reads will be multiplied by this factor.
• Meter install date
• Meter serial

Before allowing an Occupier to be created, this process will perform the following checks:

1. If there is already an Open Occupier account, it will not let you add another one.
2. The current account is open or does not have closing reads.

Note: All reads will be shifted based on the read dates.