Conditions for Automatic Creation of Carbon Footprints
When an energy use record is created without the carbon footprint information, you can set the Net Zero Cloud configuration options to automatically assign or create a carbon footprint.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
For more information about Net Zero Cloud configurations, see Enable Net Zero Cloud Automation
- When the Assign Carbon Footprint to Energy Use Records is enabled, the app finds
a relevant carbon footprint record that matches both the emissions source and the energy use
record start date and/or end date, and assigns the carbon footprint record to the energy use
record.
Note The energy use record start date and/or end date must be within the carbon footprint start date and end date and within the default reporting year setting. - If there’s no carbon footprint for the energy use record’s emissions source and
the energy use record start date and/or end date, and the Auto-Create Carbon Footprints
preference is enabled, then the app creates a carbon footprint and assigns it to the energy
use record.
These carbon footprint fields are automatically filled.
- Name: The name syntax is {STATIONARY_ASSET_ENVIRONMENTAL_SOURCE}_ CY/FY(based on the selected reporting year type)_YYYY
- Start Date: If the selected reporting year type is Fiscal Year, the start date is set based on the start date mentioned in the Company Information. If the selected reporting year type is Calendar Year, the start date is set to 1st January of the year for which the carbon footprint is created.
- End date: If the selected reporting year type is Fiscal Year, the end date is set to one year from the start date mentioned in the Company Information. If the selected reporting year type is Calendar Year, the end date is set to 31st December of the year for which the carbon footprint is created.
- Footprint Stage: If the automatically created carbon footprint is a Stationary Asset Carbon Footprint, Vehicle Asset Carbon Footprint, or Scope 3 Carbon Footprint, the footprint stage is set to Emission Source Confirmation. If the automatically created footprint is a Waste Footprint, the footprint stage is set to Waste Source Confirmation.
Here are some additional conditions depending on whether values exist for energy use record’s emissions source, the energy use record start date and/or end date, and the generated waste’s disposal site type:
Additional Conditions for Carbon Footprint Record Creation Energy Use Record Energy Use Values Create Carbon Footprint? Stationary asset energy use Emissions source = Yes
Start date = Yes
End date = Yes
Find or create a carbon footprint record Stationary asset energy
use
Emissions source = Yes
Start date = Yes
End date = No
Don’t find or create a carbon footprint record Stationary asset energy
use
Emissions source = Yes
Start date = No
End date = Yes
Don’t find or create a carbon footprint record Stationary asset energy
use
Emissions source = Yes
Start date = No
End date = No
Don’t find or create a carbon footprint record Vehicle asset energy use Emissions source = Yes
Start date = Yes
End date = No
Find or create a carbon footprint record Vehicle asset energy use Emissions source = Yes
Start date = No
End date = Yes
Find or create a carbon footprint record Vehicle asset energy use Emissions source = Yes
Start date = No
End date = No
Don’t find or create a carbon footprint record Generated waste Emissions source = Stationary Asset Environmental Source
Start date = Yes
End date = Yes
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint Generated waste Emissions source = Stationary Asset Environmental Source
Start date = Yes
End date = No
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint Generated waste Emissions source = Stationary Asset Environmental Source
Start date = No
End date = Yes
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint Generated waste Emissions source = Stationary Asset Environmental Source
Start date = Yes
End date = Yes
Disposal Site Type = Onsite
Find or create a waste footprint Generated waste Emissions source = Stationary Asset Environmental Source
Start date = Yes
End date = No
Disposal Site Type = Onsite
Find or create a waste footprint Generated waste Emissions source = Stationary Asset Environmental Source
Start date = No
End date = Yes
Disposal Site Type = Onsite/Offsite
Find or create a waste footprint Generated waste Emissions source = Scope 3 Emissions Source
Start date = Yes
End date = Yes
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint Generated waste Emissions source = Scope 3 Emissions Source
Start date = Yes
End date = No
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint Generated waste Emissions source = Scope 3 Emissions Source
Start date = No
End date = Yes
Disposal Site Type = Offsite
Find or create a scope 3 carbon footprint record and a waste footprint
The carbon footprints aren’t associated or created if
- The energy use record’s start date or end date spans two carbon footprints.
- There are multiple matching carbon footprints.
- The carbon footprint record includes custom required fields for which default values haven’t been set.
- The carbon footprint record includes custom validations that are failing.
If you bulk uploaded energy use records and your file includes multiple records for the same footprint year or reporting year:
- In non-concurrent mode, Net Zero Cloud creates one carbon footprint record and maps all energy use records for the same asset and reporting year to that footprint.
- In concurrent mode, Net Zero Cloud creates a separate carbon footprint for each energy use record processed concurrently. Energy use records processed subsequently aren't related to the footprint.
