Configuring a virtual account

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Configure an account as a virtual account.

Before you begin

Note: At least one account that uses the data types that are used in the virtual data rule must exist in the same location as the virtual account.
  1. Create a virtual data rule. For more information, see Creating a virtual data rule
  2. Create an empty account. For more information, see Setting up accounts.

About this task

Only measures that have virtual data rules associated with them are available for selection in a virtual account.

When you select the fields from the source data to populate the virtual account, only accounts, meters, or attributes that belong to the same location as your virtual account are listed. To select source data from other locations, all of the locations must belong to the same facility group.

If you want the virtual relationship to vary over time, you can create conditions to vary the relationship over time. You can set an effective period for the measure and create another virtual relationship for the same measure with a different effective period. You must make sure that the periods do not overlap.
Note: Virtual accounts use monthly normalized data as the source data. When you set an effective date, month start and end dates are available for selection only.

Procedure

  1. Find the account that you created as a virtual account. If you know the account ID, you can search for it in global search. Alternatively, you can browse to the location that the account belongs to.
    1. From the main menu, click Manage > Locations to open the Locations grid.
    2. Select the location that the account belongs to, and click More > Accounts.
  2. Select the account that you created as a virtual account and click Actions > Virtual Account Setup to open the Virtual Relationships page.
    Note: If the account is not empty, the Virtual Account Setup menu is grayed out.
  3. Select the measure in the virtual account that you want to populate, for example, total cost.
  4. Select the virtual data rule that you want to use to populate the data.
  5. On the Source Data tab, select the data fields to use to populate the data.
  6. Optional: On the Condition (optional) tab, define an effective period for the relationship.
  7. Click Save.