Usage pool equipment units

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Usage Pools. The Edit Usage Pools change screen appears.
3. Right-click on the pool and select Units. The Maintain Units in Usage Pool display screen appears.
4. To add a unit to the pool:
   1. Click Show All/Selected to view all units.
   2. Right-click on the unit and select Select / Add to Pool. The Add/Remove Unit for Usage Pool screen appears.
   3. Fill in the fields as required.

      Date Added to Poolis the date the equipment unit is to be considered to be in the pool for billing purposes. You can click on the calendar button to select the date. Note that a unit cannot be added to the pool with a date prior to the pool's last billed date.

      Reading When Added to Poolis the reading on the unit on the date it is being added to the pool.

   4. Click Enter to add the unit to the pool.
5. To remove a unit from the pool:
   1. Right-click on the unit and select Remove From Pool. The Add/Remove Unit for Usage Pool screen appears.
   2. Fill in the fields as required.

      Date Removed From Poolis the date the equipment unit is to be considered to be out of the pool for billing purposes. You can click on the calendar button to select the date.
           When a unit is removed from a usage pool but continues to bill on the contract, the final pool billing for the unit will use the date the unit was removed from the pool to find the free utilization amount. This is in case the free utilization amount is changed for the contract billing.

      Reading When Removed From Poolis the reading on the unit on the date it is being removed from the pool. When a usage pool and contract billing occur for the same unit on the same billing date, the readings for the pool will have Billed = B. The readings for the contract billing forecast will have Billed = I.

   3. Click Enter to remove the unit from the pool.

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