Tenant Billing Application

Created by Custom Computer Systems

www.davidhagemann.com

Click on the following links to go directly to the information listed.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Tenant Billing Application Requirements:

Tenant Billing Application Features:

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Report Tab

Select the Start Date and End Date of the billing period and click on Invoice.  An invoice is generated and printed for each Tenant.  The application uses the Point History data that was collected from the Metasys PCFile to determine the time each load was on.  You specify the KW per hour each load uses when you assigned the load to the tenant (see Tenant Loads Tab).

Below show generating an invoice for a selected tenant.

When invoicing a selected tenant you have the the addition options to Keep Excel open and Do not print.  The do exactly what they say.

Below is an example of the standard Excel Outputs.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Note - This invoice can be modified any way you like.  The Master file name is TenantBillingMaster.xls and is found in the "C:\Program Files\Tenant Billing" directory.  Any changes you make to the master file will apply to all invoices generated.  The cells with the red note flag are named cells.  The note tells you the name.  You can position the named cells anywhere on the sheet you like.  You can also add any text or graphics you like.  You can Bold or Underline, Size and position anything - anywhere.  Just be sure to include all the named cells in your master sheet.  I recommend leaving the details at the bottom of the invoice because the number of loads listed is variable.  

The name of the invoice file is invoicenumber.xls (below it is 32.xls) and is found in the "C:\Program Files\Tenant Billing\Invoices" directory.

The Details tab of the invoice contains all of the Point History data used in determining the time charged.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Details Tab

Click on a Tenant Name and you will see a list of the loads assigned to the Tenant in the Loads list.  You will also see a summary of the totals and the details for each load for the date range selected on the Report Tab.

If the All Details option is selected, all of the Point History data used in determining the chargeable time is listed.

Clicking on the To Notepad allows you to print the details.

If the Summary option is selected, the Point History data is not displayed.

Clicking the To Notepad button with the Summary option selected gives the following -

Click on one of the Loads to display the details for that load only for the selected date range.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Tenant Info Tab

Click on a Tenant Name to display the info for that Tenant.

To add a new Tenant, click on the Add New button and fill in the information.  When finished click the Save button and the new Tenant will show up in the list.

You can modify any Tenant info by selecting the Tenant, then click the Modify button.  When finished click the Save button.

You can delete any Tenant by selecting the Tenant and clicking the Delete button.  You will get a warning message before the Tenant is deleted where you can cancel the delete.

Double-clicking on any Invoice number will open the file in Excel.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Tenant Loads Tab

This is where you configure the loads the Tenant is responsible for.  Selecting a Tenant shows all loads currently assigned to the Tenant.  Clicking on a load shows the KW/hr for that load.  You can modify the KW/hr by clicking in the box and entering the value.  When you change the value, a Save button will appear.  The new value is not saved until you click on the Save button.

To delete a load from a Tenant - Select the Tenant, select the load and click the Delete Load button.

To add a load to a Tenant - Select the Tenant and click the Add Loads button.  The Add Loads frame will appear as below.

You can change the PCFile Name if your data is being stored in more than one PCFile on this workstation.  After changing the PCFile Name, the list of objects that have point history data will be displayed.

You can filter the points by Object Type.  Select the Load and click the Add Load button.  You will be asked for the KW/hr for the load.

Enter the value and click OK.  If you don't know the KW/hr just click OK.  You can easily modify it later, JUST REMEMBER!

Continue adding loads to the Tenant until you are through, then click the Done button.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Setup Tab

Owner Setup

This is the information used for the invoicing including Normal Hours setup and Cost per KWH.

PT History Data Transfer

Shows the last date the data was transferred to the applications database files from the Metasys PCFile or files.  The application database files are Microsoft Access databases and are found in the "C:\Program Files\Tenant Billing\Data" directory.  The files are named using the year-month of the data.  Example the data for April 2004 is found in the file 2004-04.mdb.

Transfer Now will transfer all the Point History data from the Metasys PCFile to the applications databases.

Daily Transfer - With this option selected the data transfer automatically occurs at the selected time.  The application must be running at the time specified for the transfer to take place.

If you select a End Date on the Report tab that is later than the Data Last Transferred date, the application will automatically do a Transfer Now before generating the invoices.

Data Retrieval Report

Show the progress of the data transfer including the number of samples stored for each object.  This list only shows the activity since the application was started.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Setup Instructions

Before you start the application -
A. You must have Excel installed of this PC.
B. You must have point history data for the loads stored in a PCFile on this PC.
C. You must have a current Net.und and Global.und in their proper directories. To get a current Net.und, at the DOS prompt type - "UNDDL NET /Y". To get a current Global.und, at the DOS prompt type - "UNDDL GLOBAL yournetname /Y".

Start the Application

1. Go to the Tenant Info tab and click on the Add new button.
2. Enter the Tenant information and click the Save button.
3. Add additional Tenants in the same way.
4. Go to the Tenant Loads tab and select the tenant you want to add loads to.
5. Click on the Add Load button.
6. Enter the PCFile name in the text box and hit the tab key. You should now see any objects that currently have point history data being stored.
7. Select the desired load and click on the Add Load Button.
8. You will be asked to enter the KW per hour the load consumes, then click on OK.
9. Repeat 7 & 8 for all loads belonging to the selected tenant. When finished click Done.
10. Go to the Setup Tab and enter all requested information.
11. Click on the Transfer Now button. This will retrieve the point history information for all loads that have been assigned to tenants.
12. Select Daily transfer and select a time to do the transfer.

The application is now set up to generate invoices.

If you have any questions, feel free to call David Hagemann at 262-989-2771.

Thank you for your business.

Home - Report Tab - The Invoice - Data Details Tab - Tenant Info Tab - Setup Tab - Setup Instructions

Send mail to david@davidhagemann.com with questions or comments about this web site.
Copyright © 2003 Custom Computer Systems
Last modified: October 19, 2007