Change Inventory Status

To change the inventory status of a company-owned tank, select the tank and then choose Change Inv Status. A menu will appear with several options to choose from.

AC - At Customer

This indicates that the tank has been flagged to be picked up. When chosen, the Tank A/I will display an A-AC indicating Active/At Customer.

Generally, a Work Order will be created and given to a service team member to pick up the tank. Once the tank has been picked up, go back into Tank Inv Status and Pick Up the tank.

CT - Customer Transfer Action

This option gives the ability to transfer the tank from one customer account to another. Two options are given: Customer at a different address or Customer at this address.

If Customer is at a different address is selected, the information in this image will need to be entered.

If Customer at this address is selected, only New Customer, Customer Type, Price Code/Tier, and Date Tank Set information will need to be entered.

Before clicking Process, make sure the tank rental details are accurate for the new customer.
Review the Tank Rental section closely and update any fields that need to reflect the new account—especially Rental Amounts, Billing Month, and Lease Status. A quick verification here saves cleanup later.

Transferring, inactivating or picking up tanks will display a notification if there is an active monitor\meter attached, eliminating monitors or meters left on inactive tanks. Company owned tanks will receive this message if CT (Customer Transfer action) or PU (Pick Up) is selected.
Selecting Yes to transfer an attached monitor once the pickup or transfer of the tank is complete displays the Change Inventory Status box for the monitor or meter. When No is selected the Change Tank Inventory Status box will close. Customer owned tanks will display this message to let them know that the monitor or meter needs to be removed before inactivating or transferring the tank.

PU - Pick Up

This option indicates that the tank has been picked up from the customer location and put back into the tank/meter inventory.

Enter the Division number, the New Location Number the tank belongs to, and the Est Gallons Left In Tank. Select Process. This will flip the flag on the tank to I for inactive on the Tank Maintenance screen.

CS - Change Serial Number

This will change the serial number of the tank. Enter the New Serial Number and select Process. This will update the serial number in all of the tank tables.

RE - Repair

When this option is selected, enter a Description of Repair. This will only write a line to the Inventory History that the tank had a repair and will not flag the tank with any special type of code.

Sold

This changes the status of the tank from Company-Owned to Customer-Owned. Once the tank has been changed, bill the customer for the tank in the Sales Posting Menu.

Out

This changes the Inventory Status.

This option can be used to change the tank status back to Out/Active. For example, if a tank to AC for At Customer to be picked up but then it is decided the tank will remain at the customer, select the tank and perform a Change Inv Status to Out. This will remove the red block around the A code.

Inventory History

Select Inventory Hist in the Tank Maintenance file that will display the history of a tank. It indicates when the tank was set, when the serial number was changed, when it was picked up, etc. This tab is also available in the Meter/Tank Inventory menu. All Customer-Owned tanks can be modified by selecting Modify on the Tank Info screen or pressing Ctrl+M.