Managing Agreements

Agreements are central to UMS — they link accounts, suppliers, connections, and tariffs together.

​

Viewing agreement details

Click See Details on any agreement to open the detail page. The agreement detail page has tabs for:

• Overview — Agreement summary, dates, supplier, and key details
• Connections — Connections covered by this agreement
• Tariffs — Tariff structures and rates for this agreement
• Brokerage — Brokerage records linked to this agreement
• Settings — Agreement-specific settings

Creating a retail account or attaching a document are header actions on the agreement detail page (New Retail Account and Add Document), not separate tabs.

​

Managing connections

The Connections tab shows which meter connections are covered by this agreement.

​

Adding connections

You can add connections individually or in bulk:

• Individual — Click Add a Connection and search for the connection identifier (NMI, MIRN).
• Bulk — Click Bulk Add Connections to open the wizard, where you can:
  • Enter connection identifiers manually
  • Upload a CSV file with identifiers
  • Paste identifiers from a spreadsheet
  • Set effective dates for all connections at once

​

Managing tariffs

The Tariffs tab shows tariff structures linked to this agreement. See the Managing Tariffs guide for detailed instructions on creating and editing tariffs.

​

Creating a new agreement