This tab contains two grids that store information about readings and utilities used at the building.
Utility Readings grid
The Utility Readings grid keeps track of Utility records for the Site.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An arrow (highlighted in orange below) indicates whether the data appears in ascending or descending order.
Double-click on an existing record to open it.
Right-click in the grid to add a record.
Right-click on an existing record for options to View Record, Add Record, Edit Record, or Delete Record.
Note: If there is one record with a matching utility type in the Utility Account Number Defaults grid the Account # and Vendor Code will be filled out automatically when the user clicks out of this field.
Fill out the Date. This is required.
Fill out other desired fields
Save and close the record.
Utility Account Number Defaults grid
The Utility Account Number Defaults grid keeps track of default utilities that the site uses.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An arrow (highlighted in orange below) indicates whether the data appears in ascending or descending order.
Right-click in the grid to add a record.
Right-click on an existing record for options to View Record, Add Record, Edit Record, or Delete Record.
Double-click on an existing record to open it.
How To Add a Utility Default
Right-click in the grid and select Add Record. The following pop-up will appear:
Fill out the Utility Type and the Account #. These are required and must form a unique combination.
Fill out the Vendor Code if desired.
Save and close the record. The record will appear in the grid.
Now if somebody fills out a Utility Reading record and selects the Utility Type the Vendor Code and Account # will be filled out automatically.
