Import Contract Files

Contract files can be imported anytime throughout the day depending on when files are exported from Agvance.   

1. Navigate to Main Menu / Posting Menu / Contract Import / Contract Import.
2. A list of pending contract files will display.
   
3. Select the contract file.
4. Choose Attach to Tank to have Energy Force attach tanks based on the Bill Type X-Ref program.
   1. Select Attach to Tank if using the X-Ref table.
   2. Do not select Attach to Tank if using the Bill Type code and Product Codes located in the import file.
5. Choose Select File.
6. The contracts will import into Energy Force and produce an Import Log.  
7. Correct the errors as necessary and attach tanks to contracts if not utilizing the Contract XRef Table.
   • Common errors include:
     • Department IDs not found
     • Missing customer account
     • Invalid Date Ranges
     • Tank RRN invalid
8. For contracts needing a tank attached:
   1. Navigate to Main Menu / Customer Menu / Customer Maintenance.
   2. Select Contract Info.
   3. Choose Attach Tanks to Contract and select tanks that apply.
   4. Choose Save.

Note: If manually attaching tanks to contracts, it is suggested to periodically process Contract Report #4 (Contracts Not Tied to Meter/Tank) located at Main Menu / Reports / Contracts to make certain all contracts have a tank applied. If a tank is not attached to a contract, drivers will not be able to choose the contract at the time of delivery.   

Overall, when contracts have imported, make sure they have come through successfully and without error.