Reviewing Aggregation Details - m3ter Documentation

Reviewing Details

You can use the Aggregation details page to review and manage the Aggregation set up. To review Aggregation details:

1. In the Metering section, select Aggregations:

2. If you want to review the details of a Product Aggregation, search or filter the page by Product.

3. Select the hotlink text of the Aggregation. The Aggregation details page opens:

4. On this page, you can:

   • Read-off the Aggregation’s Name and Code.
   • Use the hotlink text to open the details page of the Meter whose Data or Derived Field the Aggregation targets.
   • Read-off:
     • The method the Aggregation uses - such as Sum, Minimum, Latest, Mean, and so on.
     • The Unit configured for the Aggregation, which will be used on Bill line items to indicate what the charge is for.
     • The Aggregation’s ID and Copy this to your clipboard.
   • Check the audit data to see who Created and who Last modified the Aggregation.

Note: If the Aggregation is configured to use a Custom SQL method, then an additional SQL section is shown under Aggregation details showing the Custom SQL query used which you can Copy to your Clipboard.

Reviewing Metadata

If you scroll down the Aggregation details page, you can review Aggregation metadata:Custom fields. Any Custom fields created for the Aggregation entity are listed, and you can Copy the String or Number value of a Custom Field to your clipboard:

• If the fields have been created only at Organizational-level, then these values will be shown:
• If the fields have also been created for an individual Aggregation, then the values configured for those created at Organizational-level are struck out indicating clearly that the individual Aggregation’s values will be used:

External mappings. Any External mappings set up for the Aggregation are listed:

• The External system and External table mapped to are shown - such as NetSuite - Item in the above example. The External entity ID mapped to is also shown.
• If a listed External mapping is linked to an Integration, under Linked integration a hotlink text will be shown which you can use to open the Integration.
• Under Actions, you can edit or delete the External mapping.
• If the Aggregation has multiple External mappings created for it, you can use Search external mappings to search by External table and External entity ID and filter the list.
• You can commence a workflow to Create external mapping for the Aggregation directly - see Creating and Managing External Mappings for Accounts for an example.

Integration runs. If you’ve set up an integration that synchronizes the Aggregation with an external system, the date/time and status of the Latest integration run are shown. You can use a text hotlink to open details of this latest run or View all runs. See Reviewing Integration Run Details.