When you create an account, it is in the active state. So
why would you make an account inactive?
The most common reason is because your organization has
disposed of a building. You want to preserve an account's billing history
"just in case," but you don't want to report on the energy data, and
you certainly don't want to add any new bills to that account.
Making an account inactive prevents bill entry, and (by
default) also filters existing bills for the inactive account out of most
reports and PowerViews in EnergyCAP. Since it is generally desirable to
maintain a historical bill record, making the account inactive is a better
practice than simply deleting an old account and thereby losing its history for
trend reporting and other long-term energy analyses.
NOTE: Be cautious about making an account inactive.
There are some situations where it may be desirable to prevent bill entry (a
change in vendor, for instance), but because an inactive account is removed
from the reporting history, inappropriate use of this feature can skew
reporting.
New bills cannot be added to inactive accounts, but historical
bills for an inactive account can still be edited. Meters associated
with an inactive account will become inactive when the associated account
status is changed to inactive.
EnergyCAP can be configured to display or not display inactive accounts and meters in their respective tree views. When inactive
accounts or meters appear, their icon is marked with a red "X".
cont. in next column
Back to Top
Questions?
Email 20x2020@omes.ok.gov.
Subscribe to receive updates in your email. |
You can filter inactive account data out of reports by including the Bill Account is Active filter, and setting it to Yes. This is the default setting for all reports. To show report data for both active and inactive accounts, select the Bill Account is Active filter and click Clear to remove it. To show ONLY inactive accounts, set the Bill Account is Active filter to No.
A Note About Meters
In addition to changing a meter's active/inactive status,
you can also remove a meter's association with an account by clicking the
Remove Association icon from the Meter Properties window.
EnergyCAP offers you the choice of supplying an end date for the association or
deleting the meter entirely.
Which should you choose? If the meter association was the
result of a setup error, it is advisable to delete the meter association. Make
sure, however, to also delete any associated bills, since the historical
billing data will not be deleted along with the association.
If you choose to provide an "end date" for the
meter association, you can retain and edit the historical meter data for the
period of time that the association was present.
Stay tuned for next time’s Quick Tips to learn HOW to change
the account/meter status to inactive.
Back to Top
Air filters can be an easily overlooked energy
savings opportunity. Not only do clean filters help to ensure air quality, but
they allow the motors on your HVAC equipment to work more efficiently. This
will save money month-to-month and help preserve the lifespan of the equipment.
Just like you would at home, change or clean your filters regularly.
Back to Top
|