Managing Agreements

View, create, and update energy supply agreements in UMS — set contract terms and dates, attach connections, and link the tariffs used for validation.

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
• Retail Accounts — Retailer references linked to connections
• Invoices — Invoices associated with this agreement
• Documents — Attached agreement documents (PDFs, contracts)

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 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

1. Open the Agreements page

   Navigate to the Agreements page.

2. Open the create drawer

   Click the + button in the top-right corner.

3. Fill in the agreement details

   • Name — Descriptive name for the agreement
   • Type — ELEC_RETAIL, ELEC_METERING, NGAS_RETAIL, and so on
   • Account — The account this agreement belongs to
   • Supplier — The energy retailer or metering provider
   • Date Start / Date End — Contract period
4. Save

   Click Save.

5. Complete the setup

   Add connections and tariffs to complete the setup.