Creating a winter average detail

  1. Select Billing > Setup > Account > Winter Average Setup.
  2. Right-click the node for a winter average scheme or an existing detail and select Create [node name] Detail.
  3. In the Create WA Scheme Detail grid, select the property to use for this detail, such as Account Class.
  4. Select the check boxes for the months to use for winter average calculations.
  5. Select the Exclude Maximum Average check box if to exclude the month with the highest usage from the winter average calculation.
  6. Under New Accounts, select the check boxes that indicate how to determine winter averages for new accounts.

    Select Copy from Previous Account, Interim Average, or Class Average. If you select Interim Average, you must also specify the interim average amount. Note that you can select one, two, or all of these check boxes. If you select more than one, they will be applied in the order of their priority.

  7. Click Save.
    The Select WA Setup Detail dialog box is displayed, which lists available values of the property selected for this detail. For example, if the detail is based on the Account Class detail, the dialog box will list account class codes.
  8. Select the correct value for this detail and click Select.

    A node is added for the new detail, as well as an OTHER node. The OTHER node will be used for accounts that don't match the values of any of the other nodes. Add additional values of the selected property by right-clicking on the parent node and selecting Add to [node name] Detail. For example, a detail based on the Account Class property might have nodes for commercial, residential, and other.