Creating environmental logs by using utility invoices

When a utility bill invoice is approved, energy, water, and waste logs are created for the corresponding business objects.

Before you begin

When you process utility bills and create the corresponding energy, water, and waste log records at the building level, you must know which business objects that a meter services. You must also know the proportionate allocation that each business object is of the overall utility bill line item. Several meters can service a single business object, so you must know which meters belong to a business object. You can allocate meters by selecting Portfolio > Assets > Building Equipment.

Procedure

  1. Go to Contracts > Payables > Invoices > Utilities and click Add.
  2. Complete the Utility Invoice form.
    Energy logs are not be created when the utility invoice is approved, unless you select the Include in Energy Use check box in the Details section of the General tab.
  3. Optional: To add line items for the utility invoice in the Line Items section, click Add and complete the Utility Invoice Line Items form.
  4. Click Create Draft.
  5. Click Issue to send the invoice for approval.

Results

When the invoice is approved, the corresponding energy, water, and waste logs are created.