Creating an account style

Use the account style wizard to create account styles in IBM® Envizi ESG Suite.

1. Click Actions > New account style.
   The Details tab of the Create account style wizard is displayed.
2. Enter a caption for the account style.
   The caption that you enter is also used for the account style name, with a prefix of the organization ID. Validation prevents you from using certain special characters in the caption, such as square brackets. The limit of the caption and name fields is 250 characters. However, the maximum length of the caption field in Datamart and PowerReports is 100 characters. Therefore, it is advisable to enter a caption that is 100 characters or less.
3. Select a data type.
   The data type selection form includes all data types that are classified as public and any private data types that have been created for your organization.
   1. Optional: Use the following filters to narrow down your choice of data types:

      Factor Set

      A list of managed factor sets. Select a factor set to show only the data types that have factors that are configured against the factor set.

      Scope

      A list of all the scopes to which data types belong.

      Category

      The default Envizi ESG Suite categories to which all data types are assigned.

      Unit

      The primary unit of the data types.

   2. Optional: Type into the search field to narrow down the list of data types.
   3. Click a data type to select it.
      A preview window displays more details about the selected data type.
   4. Review the information in the preview window carefully to ensure that the selected data type is appropriate for the intended use.
      Note: Many data types require custom factors or have managed factors only from a particular factor source. Other data types might require the use of subtypes for an appropriate factor to be applied.
4. Choose a collection type from the following options:

   Contiguous Data

   Applies for regularly billed data that typically doesn't have gaps, for example, electricity, natural gas, or water. This accrual type accrues data for missing gaps and is normally the default accrual type for contiguous data.

   Contiguous - No Accruals

   Applies for regularly billed data that typically doesn't have gaps, for example, electricity, natural gas, or water. This accrual type does not accrue data for missing gaps.

   Event Data

   Applies to irregular or one-off data collection, for example, fuels where purchases don't follow a regular frequency. Applies accruals from the end date of the last record to the end of the previous month. Gaps before the last record are not filled by accruals. This accrual type is normally the default accrual type for event data.

   Event Data - No Accruals

   Same as event data and no gaps are filled.

   Extrapolation

   Used for all instantaneous data types. The last value is carried forward until a new value is entered, for example, floor space, number of employees.

   Note: The main control for turning on and off accruals is at the organization level. The collection type setting in the account style determines only the behavior of the account style when the accrual function is turned on for the organization.
5. Optional: To configure more advanced settings, click Advanced settings:

   Estimates

   Note: The capture of estimated data is controlled at the organization level similar to the accrual setting. To capture estimated data, you must turn on both the organization flag and the account style flag, otherwise the estimate field does not appear on the data capture screen.

   Disable Estimate Capture

   Turns off estimate capture even if the associated flag is set to allow for estimates.

   Records can be Flagged as Estimates

   Allows captured records to be flagged as estimated data. This impacts Summary dashboards (Org, Group, Location, and Account) and contributes to the percentage of actual, estimated, and accrued totals. Estimated data are also visible in the Monthly Data Summary report.

   Always Record Entry as Estimates

   Forces all data captured to be flagged as estimated and has the same impact as the Records can be Flagged as Estimates option.

   Scope 3 Category

   Displayed only if a scope 3 data type is selected. The Scope 3 labels are used in the Scope 3 Emissions Analysis report.

   Include Record Type

   Enables a flag at record level for setting Record Type. Enables more complex accounting when dealing with providers who send multiple invoices to account for updates to a billing period.

   Require File Attachment

   If enabled, users are required to attach a file on the capture data form when they create a record.

   Include Social Metrics Monthly Normalization

   Applies monthly normalized calculations to quantitative data that is captured in all account style fields.

   Accrual Methodology - Consumption

   Used to allow a different consumption accrual method at an account style level. For information about the different accrual methodologies, see Accrual methodologies.

   Accrual Methodology - Cost

   Used to allow a different cost accrual method at an account style level. For information about the different accrual methodologies, see Accrual methodologies.

6. On the Fields tab, configure fields for the account style.
   You can edit prepopulated fields, and add or remove fields. You can also change the order in which fields are displayed in the data capture form. For more information, see Account style fields.
7. On the Rules tab, configure rules for the account style.
   You can add, remove, and reorder rules. For more information, see Account style rules.