Summary

The Transformer Device Maintenance window is used to create and maintain transformer device types. A device type is used to define a manufacturer, model number and bill type of a specific kind of device. When a device is created (UB> Maintenance> Device or using the Service Request Input Wizard), a specific device type is selected and the device type information will populate on the device. Device types reduce the amount of data entry when creating a new device because the device type functions as a template. You should create a device type for every device model that will be installed on UB customer accounts.

The most important information on the device type maintenance window is the bill type. The bill type will determine what service rates will be used to bill the consumption on all devices of the device type. When a New Billing is generated, the billing engine will bill the consumption on devices using the service rates with the same bill type. The bill type on the device is inherited by the bill type on the device type. For more information on bill types see the Bill Type Overview document.

Step by Step

1     Open the Device Type - Transformer window (UB> Maintenance> Device Type - Transformer).

• The Device Type - Transformer window will display all transformer device types that have been created.
• You cannot modify any of the fields that display in the Device Type - Transformer window, including the Device Default toggle. You must open the device type before you can modify it.
• Select a transformer device type and click Edit to modify an existing device type.
• In order to delete a transformer device type, you must open the device type and click DELETE.
  • You will not be able to delete a device type that is attached to an existing device.
• Click the Create button to create a new transformer device type.

2     Create a transformer device type.

• Select a Manufacturer from the drop-down menu or enter a new one. If you enter a new manufacturer, it will be available in the drop-down menu the next time you create a transformer device type.
• Enter a Model Number. The model number is used to identify unique device types of the same manufacturer. This is a required field.
• Click the Bill Type field label search button   to select a bill type from a list. This will open the Bill Type Selection window.
  • The bill type attached to the device type determines what service rate will be used to bill for the consumption on a device. When a New Billing is generated, the billing engine will bill the consumption on a device using the service rates with the same bill type. The bill type on the device is inherited from the device type. For example, if there is consumption on a device with a bill type of TRANSFORMER, all service rates with the TRANSFORMER bill type will be used to calculate the billing on the device.
  • Bill Types are created and maintained in UB> Maintenance> Bill Type.
  • Select a bill type that is set up to be used by transformers.
    • Bill types are set up as transformer bill types in the Device Type drop-down menu (UB> Maintenance> Bill Type).
    • You will receive a validation error when you try to save the device type if the bill type is not set up as a transformer type.
• The Default Change-out, Default Remove, and Default Add fields are used to add a default service request code to the device type. When a service request is created on the Account Master Maintenance window (UB> Maintenance> Account> Device tab> Change Device button), the default service request will populate on the Service Request input Wizard. For example, if you select a transformer device of this device type on the Device tab of the Account Master Maintenance window and click the Remove icon, the service request code selected in the Default Remove field will populate in the Request Code field of the Service Request Input Wizard that launches. The default service request code only acts as a default because you will be able to change the service request code that populates on the Service Request Input Wizard.
  • The Default Change-out, Default Remove, and Default Add fields are all optional.
  • You can set up security on the Service Request Code field using the DB Security feature (SS> Security> DB Security) so that it is read only and users will be forced to use the default service request code set up on the device type.
  • Click the Default Change-out field label search button   to select the default service request code for change-out device service requests created on the device type from the Account Master Maintenance window (UB> Maintenance> Account> Device tab> Change Device button).
  • Click the Default Remove field label search button to select the default service request code for remove device service requests performed on the device type.
  • Click the Default Add field label search button to select the default service request code for add device service requests performed on the device type.
  • You can also attach a default device type to a service request code using the Service Request Code Maintenance window (UB> Maintenance> Service Request code). When a service request is created using the Service Request Input Wizard and you select a service request code with a default device type, the device type will automatically be selected if it is installed on the lot. For example, if a service request is generally performed on a certain type of device, attach that device type to the service request code. When service requests of that code are processed the device of that type will automatically be selected.
• The Notes field is used to enter notes on the transformer device type. This is not the same as the Notes field that displays on the Device Maintenance window (UB> Maintenance> Device> Miscellaneous tab> Notes field).
  • The Notes field will not display on any reports and does not display in the QBE Reporting tool.
• The Round Precision field is used to specify how precise to round reads imported from this device.
  • The value in this field will determine how many decimal places the reading will be rounded to. For example, if the reading was 55.6779 and the Round Precision field is set to 2, the imported read will be rounded to 55.68. If the Round Precision field is set to 3, the imported read will be rounded to 55.678
  • This field will only be enabled if the Round Reads on Import toggle is checked below.
• Check the Default for Device Type toggle if you are creating the most common device type.
  • When a new device is created, the information attached to the default device type will populate on the new device. For example, if you are creating a new water meter device in the Device Maintenance window (UB> Maintenance> Device> Create button), the water meter default device type information will populate on the new device. If the default device information does not apply to the new water meter, you will be able to select a new device type and overwrite the default device type information on the device.
  • You will not be able to save the device type if there already is a default device type set up.
• Check the Retain New Reads on Import toggle to prevent imported meter readings from overwriting existing new and unbilled readings on the account.
  • This toggle will be unchecked by default as the standard functionality is to overwrite existing readings on import.
• Check the Round Reads on Import toggle to enable rounding on imported meter reads from this device.
  • When this toggle is checked, the Round Precision field above will be enabled and the rounding can be configured.

3     Complete the Transformer tab.

• The KVA field is used to enter the kilovolt-amps of the transformer.
  • KVA is calculated by multiplying volts by amps divided by 1000.
• Check the Taps toggle if there are primary voltage taps on the transformer.

4     Complete the Miscellaneous tab.

• The fields on the Miscellaneous tab can be included on a report using the QBE Reporting tool in the UB module.
  • The miscellaneous fields are found in the UB module QBE reporting tool by selecting the Meters primary table. The miscellaneous fields will display are primary fields, for example: Char Misc 1 (Device Type).
• Click the Save icon when complete.