Meter/Item Search - Main

Note:

Definition of a "device". In the following discussion, we refer to meters and items interchangeably using the term "device".

This page contains functionality that helps you:

  • Find where a device is installed and who pays for the device.
  • Find the devices associated with a person, account, premise or service point.
  • Navigate to pages that contain information related to a device, its service point, its account(s) and its service agreement(s). For example,
    • After finding the meters related to account 1929210192, you could navigate to the page where a meter read is added for one of the meters.
    • After finding the account that pays for lamp BY10291, you could navigate to Control Central to view summary information about the customer.
    • Etc.
Fastpath:

For more information about the relationships between devices and your customers and premises, refer to Understanding The "V", Meters and The V, and Items and The V.

To look for a device or the customer associated with a device, open Menu > Meter > Meter / Item Search.

Description of Page

The top half of the page is where you enter criteria used to search for a device.

In Search Type, you define the type of devices that you want to search for. You have the following options:

All This value means that you want to search for meters AND items. You'd use this, for example, if you wanted to search for all meters and items linked to a given customer. This is the default value.

Meter This value means that you want to search for meters (and exclude items).

Item This value means that you want to search for items (and exclude meters).

After defining the appropriate Search Type, you then define how to search for the device. The following search methods are available:

Note:

Closed service agreements are ignored. When the system displays a device's Account and Service Agreement Information, it ignores closed service agreements. This means that if a device is installed at a service point that is only linked to closed service agreements, no Account or Service Agreement Information will be displayed for the device.

Search Method

Description

Person Name

Use this field to search for the devices associated with an account using a person's name. The person may be the main customer on the account or a third party related to the account.

You can enter all or part of the person's name. If the person is a business, enter all or part of the business name. If the person is a human, you must enter the name in the format Last,First (e.g., Walton,Richard ).

The name search is not case sensitive.

This search method cannot be combined with other search methods.

Please be aware that only persons whose accounts have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at a person's account(s) are displayed, even if the device has been subsequently replaced.

Account ID

Use this field to search for the devices associated with a given account ID.

You can enter all or part of the account ID.

This search method cannot be combined with other search methods.

Please be aware that only accounts that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at an account are displayed, even if the device has been subsequently replaced.

SA ID

Use this field to search for the devices associated with a given service agreement ID.

You can enter all or part of the SA ID.

This search method cannot be combined with other search methods.

Please be aware that only service agreements that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed a service agreement are displayed, even if the device has been subsequently replaced.

SP ID

Use this field to search for the devices associated with a given service point ID.

You can enter all or part of the SP ID.

This search method cannot be combined with other search methods.

Please be aware that only service points that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed a service point are displayed, even if the device has been subsequently replaced.

Premise ID

Use this field to search for the devices associated with a given premise ID.

You can enter all or part of the premise ID.

This search method cannot be combined with other search methods.

Please be aware that only premises that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at a premise are displayed, even if the device has been subsequently replaced.

Address

Use this field to search for the devices installed at a premise using the first line of a service address.

You can enter all or part of the first line of the address. For example, if you're looking for 324 Hawthorne Lane, you can enter 324 Haw rather than the entire address.

The address search is not case sensitive.

Address may be combined with the City and Postal search methods. Otherwise, this search method cannot be combined with other search methods.

Please be aware that only premises that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at the premise are displayed, even if the device has been subsequently replaced.

City

Use this field to search for the devices installed at a premise using a city name associated with a service address.

You can enter all or part of the city name. For example, if you're looking for someone in San Francisco; you can enter San Fra, San F, San Francisco, etc.

The city search is not case sensitive.

We strongly recommend qualifying a City search with and Address or Postal code, otherwise the resultant list can be too large to deal with. Otherwise, this search method cannot be combined with other search methods.

Please be aware that only premises that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at the premise are displayed, even if the device has been subsequently replaced.

Postal

Use this field to search for the devices installed at a premise using a postal code associated with a service address.

You can enter all or part of the postal code.

The postal code search is case sensitive.

We strongly recommend qualifying a Postal search with and Address or City, otherwise the resultant list can be too large to deal with. Otherwise, this search method cannot be combined with other search methods.

Please be aware that only premises that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at the premise are displayed, even if the device has been subsequently replaced.

Badge Number

Use this field to find where a device is installed and who pays for the device by entering the device's badge number.

You can enter all or part of the device's badge number.

This search option is case sensitive.

This search method cannot be combined with other search methods.

Also note,

- For meters, only customers associated with the latest configuration of the meter are displayed.

- For items, all customers associated with the item are displayed.

SP Geo Type and SP Geo Value

Use this field to search for the devices installed at a service point by using one of the service point's Geo Types / Values. Refer to Service Point - Geographic Information for more information about Geo Types / Values.

If you use this method, you must select an SP Geo Type and enter all or part of the SP Geo Value.

This search option is case sensitive.

This search method cannot be combined with other search methods.

Please be aware that only service points that have devices installed will appear in the search results at the bottom of the page.

Also note, ALL devices that were ever installed at the service point are displayed, even if the device has been subsequently replaced.

Meter ID Type and Meter ID Number

Use these fields to find where a meter is installed and who pays for the meter by entering one of the meter's alternate ID's. Refer to Meter - Meter ID for more information about Meter ID Types / Numbers.

If you use this method, you must select a Meter ID Type and enter all or part of the Meter ID Number.

This search option is case sensitive.

This search method cannot be combined with other search methods.

Also note, only customers associated with the latest configuration of the meter are displayed.

The system shows the results of your search request in the grid at the bottom of the page. The following information appears in the grid:

Note:

Use the context menus to navigate elsewhere. Please be aware that the context menus that prefix each cell provide a simple means to navigate to pages related to the meters / service points / accounts / service agreements.

Meter / Item Information This contains a concatenation of important information about the device. This information includes (but is not necessarily limited to) the device's type, badge number, serial number, and status.

SP Information This contains a concatenation of important information about the service point at which the device is installed. This information includes (but is not necessarily limited to) the service point's type, service cycle, premise address, and premise type. If the meter has never been installed at a service point, this column will be blank.

Account Information This contains a concatenation of important information about the account who pays for the device. This information includes (but is not necessarily limited to) the name of the main customer linked to the account, the customer class, and account ID. If the meter has never been installed at a service point or the service point is not linked to a service agreement, this column will be blank.

SA Information This contains a concatenation of important information about the service agreement that is linked to the device. This information includes (but is not necessarily limited to) the division / SA type, start option, status, and effective period. If the meter has never been installed at a service point or the service point is not linked to a service agreement, this column will be blank.

Blank column This column contains a "go to" button that will transfer you to the SA / SP page where you can see details about this service point's relationship to the service agreement.

Geographic Value This column only appears if you have used the SP Geo Type/Value search option. It will contain the geographic value associated with the service point.

Meter ID Number This column only appears if you have used the Meter ID Type / Number search option. It will contain the meter ID number associated with the meter.