Articles
Process Meter Billing
Although Meter Billing is not located in the Sales Entry menu, it is still considered a part of the posting process. Enter Meter Readings From the Master Menu, select Meter Menu . Choose Reading Entry . On the Meter Entry Journal Select ...
Troubleshooting Posting - Energy Force
Department Summary Dollars Does not Match Journal Dollars Determine the amount off by subtracting the Journal dollar amount from the Department Summary amount. Then find out which customer or line item is not included in the Department Summary. Wri...
Shortcut Keys
Shortcut Action Description CTRL+Q Query mode. Used to inquire and scroll through a file, but records cannot be created or modified. Also used to save a record. CTRL+M Modify mode. Used to change a record in a fil...
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 u...
Regulators
Regulator information is manually entered.
Split Bills
The information in Split Bills is to be maintained in the primary tank holder's Maintenance screen. Select Split Bills . Enter the primary tank holder's account number and press Tab . Enter the Pcnt . Select the next individual...
Sales Posting Transaction Code Definitions
Transaction Code Description 9 Update Gallons Post a change to the estimated gallons left in the tank. Instead of making a delivery, make a sale zero dollars. This will update the estimated gallons left and will be recorded in cu...
Post a Sale into Energy Force
From the Master Menu, select Posting Menu . Choose Enter Sales . On the Please Select a Sales Journal window, select Create . Enter the Division for the Sales Tickets. Enter the Date of the tickets delivered. Enter the User ID . C...
Recurring Billing
The system uses Recurring Billing to apply a fixed charge on a regular basis to a customer’s account. Recurring charges can be any type of recurring monthly charge. Ex: A monthly fee for reading a meter or a monthly fee for appliance service c...
Billing Entry
Billing Entry Go to Main Menu / Posting Menu / Recurring Billing Menu / Billing Entry . Select Cre ate or Ctrl+C on the keyboard. Select the Search icon or press F5 to select the Division , Customer #/Name , and Cycle Code . Th...
Balancing with the Daily Sales and Deposit Report
The Daily Sales and Deposit report is a useful tool in balancing daily. The report shown below is a sample and can be modified to better suit the company’s needs. To balance with the Daily Sales and Deposit report: Enter the Opening A/R Ba...
Master Daily Clear Processes
Division Process Navigate to Main Menu / Posting Menu / Daily Clear . Select Division Process . Enter the posting Division to be cleared to the accounting system and select Process . Verify the information appears accurate fo...
Process Safety Update Program
This is to be processed when Duty to Warn documentation is mailed to customer accounts. From the Main Menu of Energy Force, navigate to Supervisor / Process / Utility Menu . Select Safety Date Update . Enter the Division (or...
Degree Day Update
The Degree Day update program updates the degree day reading, percentage left, and gallons left for all customers with a Delivery Type 2 (Keep-Full). The percentage and gallons left decrease every day when the degree day is updated. A degree day rea...
Posting Passwords
Posting Passwords A posting password gives the ability to re-enter a sales, payment, or void journal to add additional items throughout the day. Some exceptions to adding additional items include: If the sales journal has been cleared to ...
Download Routes and Customer/Tank Information
Re-Engineered EnergyTrack Download Process: From the Route Scheduling Menu , select Schedule Deliveries . Select the Schedule for the handheld and then select Download to Re-Engineered ET . Enter the Handheld# range. Enter the Restrict T...
Work Orders and Gas Leak Checklist
Energy Force will download the essential information ( Name , Address , City , State , Zip , Date , Phone , Tank Size , Tank Serial ) to the printable Work Order or Gas System check template. The template can be modified to add or remove ite...
Route Reports
Use Route Reports to print route scheduling reports/lists for customers. Each report has an explanation at the bottom to indicate what the report will contain. For more information see Management Reports . ...
Month End Processing
This article contains a quick overview of what needs to be run at month end. Also included is a detailed checklist of items that need to be done prior to running statements. What to Run at Month End Process all sales, including EnergyTrack. Pr...
Tank Rental Processing
Proper Rental Codes and Tank Rental Amounts must be set up at Supervisor Menu / Maintenance . It is also recommended to confirm that the proper Rental Department code has been set up on the Division Maintenance screen. Please refer to File Manag...
Bulk Truck Delivery Tracking
The Bulk Truck Delivery Posting menu will automatically update when the Mobile Device Posting has been performed. However, if not utilizing handhelds, this information will need to be entered manually once the invoice has been posted into the syst...
Year End
Complete the following processes for Year End procedures. Year End Clear This feature clears out the following fields on the Tank Information screen and Accounts Receivable tab. This process can be completed at any time during the year wh...
Changing a Customer’s Division
Optionally change a selected customer’s division which is the unique identifier for a location responsible for inventory, customers, and finances. A customer’s division would need to be changed if the customer was entered into the wrong...
Safety Forms User Guide
The Safety Form feature allows users to document details related to a suspicion of a leak or interruption of service call. Once documented, the record can be tracked to completion or resolution of the reported issue.
Each form can be ...
Budget Calculations
The Budget Report Menu gives the ability to manage all Budget customers and calculate new values for the budget season based on Previous Gallons , Average Degree Days by Customer Type , or Average Degree Days by Price Code . The Budget Menu ca...
Division Setup
The system uses Divisions to separate information. Set up a different code for each Division to track. A Division is tied to a customer on the Customer Maintenance window. Most reports in the system print lists and totals by Division. Go to ...
Truck Add/Maintenance
The Truck Maintenance file can be accessed through the Bulk Truck Delivery Menu and the Energy Track Maintenance Menu . From the Master Menu, select Bulk Truck Delivery . Choose Truck Maintenance . On the Energy Track Truck Main...
Reports
Customer List Menu Customer List – This gives the ability to print a customer list based on Customer Type , Delivery Type , or Price Code . Complete Information – Everything entered on the Customer screen displays for all c...
Message Board
The Message Board is designed to allow sharing of information with regard to Energy Force and Re-Engineered EnergyTrack. Create messages used by the office or send these messages to the handheld units (Toughbook users only) for the drivers. Press ...
Meter / RTM
To attach a meter to a tank: From the Master Menu, select Customer Menu . Choose Customer Maintenance . On the Customer Maintenance window, select Tank Info . On the Tank Information window, choose Set Up Meter/RTM . On the...
Product Level Contracts
Product Level Contracts are used to upcharge deliveries to contracts when premium products are delivered against base product contracts. This is common during the winter when fuel with cold weather additives are delivered. Rules The system settin...