Add meter, fluid, or PM groups to a unit type

You use the Meters, Fluids, PMs Setup page to add meter, fluid, or PM groups to a unit type. The system uses these groups when you create a new unit on the Unit Master record to assign the correct meter, fluid, and/or PM groups.

The system associates these groups to units created after the group has been set up. They do not update existing Unit Master records.

  1. Go to Menu > Setup > Meters, Fluids, PMs Setup.
    The Meters, Fluids, PMs Setup page opens.

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  2. Do one of the following:

    • Add meters to a unit type

      • If needed, select the Meters tab.
        The Meter Definition and Meter Group sections are displayed.

      • In the Meter Group section, select a unit type from the Unit Type field.

      • In the same section, click Add.
        The Add Meter Group window opens.

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      • Make entries in the fields.

        For details on individual fields, see Meter Group.

      • Toggle the options as needed.

        Note: You can have one primary meter type in a meter group.

      • To save your changes, click OK.
        The window closes and your meter type is displayed in the Meter Group section.

        To close this window without saving your changes, click Cancel.

    • Add fluid to a unit type

      • Select the Fluids tab.
        The Fluid Definition and Fluid Group sections are displayed.

      • In the Fluids Group section, select a unit type from the Unit Type field.

      • In the same section, click Add.
        The Add Fluid Group window opens.

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      • Make entries in the fields.

        For details on individual fields, see Fluid Group.

      • To save your changes, click OK.
        The window closes and your fluid type is displayed in the Fluids Group section.

        To close this window without saving your changes, click Cancel.

    • Add components to a PM group and assign them to a unit type

      • Select the PMs tab.
        The PM Group section is displayed.

      • Select a unit type from the Unit Type field.

      • Click Add.
        The Add PM Group window opens.

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      • Make entries in the fields.

        For details on individual fields, see PMs Group.

      • To save your changes, click OK.
        The window closes and your component is displayed in the PM Group section.

        To close this window without saving your changes, click Cancel.