Pairing of Virtual Accounts

A vendor offering both Supply and Distribution services for a specific Location is represented in UBM as two separate Virtual Accounts: one Supply account and one Distribution account.

These accounts can be found by selecting a Location from the Locations tab and going to the Virtual Accounts area for that Location.

The Pair feature is available for the following utilities only, which have a Supply and Distribution component:

• Electric
• Natural Gas
• Lighting

This functionality has a major impact on downstream functionality such as Analytics, Energy Star, and GHG, where one usage value needs to be sent out for cases where both Supply and Distribution exist.

Automatic Pairing is done on a Virtual Account’s first mapping or re-mapping to a Location.

For two mapped accounts to be automatically Paired, they need to have the same following criteria:

• Vendor
• Billing Account ID
• SAID
• Meter ID
• Utility
• Type: one account must be Distribution and one account must be Supply

If only one account of the two needed accounts is present in UBM, either the Supply account or the Distribution account, that Virtual Account will be marked as Need Pair.

Once the other half comes in, and the Virtual Account is mapped to the same Location as the existing one with all matching Pairing criteria, the two accounts will be automatically Paired. The Need Pair label will be replaced with the Pair label and dotted lines.

All Virtual Accounts labeled Need Pair, for all Locations, will be present in the Unpaired Virtual Accounts tab, which can be accessed from the Exceptions area in the Left Navigation.

Virtual Accounts that get Paired automatically will no longer appear in this list once Paired.

Two Virtual Accounts can be manually Paired by going to Exceptions → Unpaired Virtual Accounts.

Select the checkbox for the two Virtual Accounts that you want to Pair, then select the Pair link in the top-right area above the tables.

There are some rules for Manual Pairing:

• Both accounts have to be from the same Location.
• Both accounts have to be from the same Utility.
• One account has to be Supply and one account has to be Distribution.

Once the two accounts are Paired, they will no longer be part of the Exceptions list and will appear as a Pair in the Virtual Accounts area.

You can Unpair already Paired Virtual Accounts by selecting the Locations tab from the Left Navigation, selecting a Location from the list, and then selecting the Virtual Accounts tab.

Any two accounts that are a Pair can be Unpaired.

Select any one account of the two Paired Virtual Accounts, then select the Unpair action in the top-right area above the tables.

A Automatic “No Pair”

All Virtual Accounts that are any utility other than Electric, Natural Gas, or Lighting will be automatically marked as No Pair once first mapping or re-mapping to a Location occurs, no matter the Type: Distribution Only, Supply Only, or Full Service.

Electric, Natural Gas, and Lighting accounts that are Full Service will also be automatically marked as No Pair once first mapping or re-mapping to a Location occurs.

The No Pair label will be displayed on these accounts in the Virtual Accounts area, marking that these accounts do not need a Pair.

B Manual “No Pair” from Exceptions

For any case where a Virtual Account marked as Need Pair needs to be a No Pair, select the account from Exceptions → Unpaired Virtual Accounts, then select the No Pair action in the top-right area above the tables.

The account marked as No Pair will no longer be displayed in Exceptions → Unpaired Virtual Accounts. It will appear with a No Pair label in Locations → Location Details → Virtual Accounts.

C Manual “No Pair” from Virtual Account Attributes

There is a Virtual Account Custom Attribute named Mark as “No Pair”.

Virtual Accounts that have the labels Pair and Need Pair have this attribute set to No by default. Virtual Accounts that have the label No Pair have this attribute set to Yes by default.

The attribute value can be changed for Virtual Accounts that have the Pair or Need Pair label. Go to the Virtual Accounts area, select the Edit option for that account, and change the Mark as “No Pair” attribute value from No to Yes. This will change the label for that Virtual Account to No Pair.

1 Re-mapping a Paired Account

If two accounts are Paired, re-mapping one of the accounts will automatically break the Pair.

The re-mapped account will no longer appear in the current Location. Instead, it will be displayed in the new Location it was just mapped to.

The automatic Pairing process will determine whether the account gets Paired with another account, gets a Need Pair label, or gets a No Pair label.

The account that it was Paired with in the previous Location will get a Need Pair label.

2 Empty Account in Pair

If one Virtual Account of the two accounts that form a Pair ends up empty, with no bills in the Virtual Account, the Pair will automatically break and the remaining account will be marked as Need Pair.

This happens because UBM does not display empty Virtual Accounts.

3 Linked Accounts Part of a Pair

Linking of Virtual Accounts is not affected by Pairing of two Virtual Accounts.

If multiple linked Virtual Accounts are part of a Pair, and the Parent Account is changed, the Pairing is kept and updated with the new Parent account.