E-Mon Energy Software - Manual (Page 115)

Customer
E-Mon Energy User Manual 11-2 E-MON
What is the Customer Panel?
The Database Group provides a Customer panel for assigning and managing your customer’s information. The
following table describes fields on the Customer panel.
Figure 11.2 - Customer Tab
Panel Group/Field Description
Customer ID* Type in the Customer’s Sequence Number Identifier. This is a required field.
Description Type in a brief explanation of the customer (i.e. Business Name, Service).
Customer Address Panel Group
Name1 Type in the customer or business name (i.e. Joe’s Pet Store).
Name2 This is optional. Type a second name for the customer (i.e. Joe Smith).
Address1 Type in the customer’s address.
Address2 Type in a second address, if applicable.
City Type in the city location for the customer’s address.
State Type in the state for the customer’s address.
Zip Type in the zip code for the customer’s address.
Fax No. Type in the fax number for the customer.
Email Account Type in an email address, if applicable.
Account Open Type in the date when the customer opened the account. The field format is
mm/dd/yyyy.
Account Close This field will always be empty unless the customer has been discontinued.
Billing Devices Panel Group
Billing Devices This is a multi-functional list box that displays the customer meters and the
check allows you to click to select or deselect a meter.
Add Button This button opens a Customer Billing Device dialog box to add the meter
devices to the customer.
Delete Button This button functions with the list box. When highlighting and clicking on a
device, it removes the device from the box.