Articles
Maintenance Table Settings
To enter or change ANY of the Maintenance Table settings: From the Master Menu, go to Supervisor Menu / Maintenance / Maintenance Tables . Select the appropriate maintenance file. Choose View to review table information or Edit /Create...
Appliance Type Setup
The system uses Appliance Types to track the types of appliances customers own. Set up a different code for each appliance to track. Appliances are tied to a customer on the Appliance Information window.
Billing Type Setup
The system uses Billing Types to track budgets, payment arrangements, and contracts. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The Billing Type description will print on statem...
Billing Type Code
Set up a different code for each Billing Type to track. To track budgets, contracts, and payment arrangements, use a Billing Type. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The...
County Setup
The system uses counties with the mapping interface. Mapping uses counties to zoom to the county when plotting a tank. Set up a different code for each county to track. A county is tied to a tank on the Tank Information window. On th...
Customer Type Setup
The system uses Customer Types to categorize customers or gas products (budget, COD, gas dryer, bulk home heat, grain dryer). Set up a different code for each type of customer or gas product to track. Customer Types are tied to a tank on the Tank ...
Cylinder Inv Transaction
The system uses Cylinder Inventory Transactions to track changes in cylinder usage. To track changes on a customers account set up the tracking codes at Supervisor Menu / Maintenance Menu / Maintenance Tables / Cyl Inv Transactions . In the C...
Degree Day Region Setup
The system uses Degree Day Regions for the degree day input performed before entering tickets. The Degree Day Region allows for one Division with different types of climates so there are different readings for each half of the Division. For example,...
Delivery Type Setup
The system uses Delivery Types to track the type of deliveries the company makes. Delivery Type 2 must be used on all customers to update the K-Factor and track estimated gallons/percent left in the tank. All customers with non K-Factor Delivery Typ...
Department Setup
The system uses departments (products) for each sales account to track. Tickets are recorded in different departments (sales accounts), so it is possible to categorize the types of product sales. The Department is tied to a customer on the Tank Inf...
Discount Setup
Use Discount Codes to track discounts that apply to the customer. The Discount Code is tied to the tank in the product reference area. The discount will automatically be calculated when tickets are posted. However, there will be an option to apply t...
Driver Setup
The system uses Drivers to track sales totals by driver. The Driver is tied to the customer and tank when posting sales tickets. The Sales Posting Journal report prints Driver Summary Totals and the Department Summary report prints Sales Totals b...
Footnote Setup
Footnotes are comments that can be attached to specific departments so that the proper EPA terminology (Dyed Diesel, 15PPM), credit terminology, etc. will print on a customer invoice. Select Footnotes . Choose Edit/Create in the Mode&...
Hold Code Setup
The Hold Code is tied to a customer tank to assist dispatchers with scheduling tanks and also give the driver a warning at the time of delivery if using a handheld. A customer can be placed on hold by entering a Hold Date , Hold Code , and a Hold...
Inactive Code Setup
Inactive Codes are used to identify why a customer’s status has been changed to Inactive within the Customer Maintenance screen. To change an inactive code, select Inactive Code on the Maintenance Table screen, select Edit/Create and...
Meter Elevation Code Setup
The system uses Meter Elevation Codes in meter billing. The Meter Elevation Code is used to set the elevation the meter is located. The Meter Elevation Code is tied to the customer on the Meter Information window. The Meter Elevation Code is used ...
Price Setup
Energy Force uses Price Codes and Tier Pricing to determine prices for customers by product. Tier Pricing is structured according to how much product by gallon the customer uses. However, it is not required to use Tier Pricing on all products. One P...
Rack Code Setup
Energy Force uses Rack Codes to group prices together based on a common rack price. Rack Codes are assigned to a Price Code at Maintenance Menu / Price . The Rack Code is used in Update Rack Pricing to update Price Codes based on changes to the rac...
Recurring Cycle Code Setup
Recurring Cycle Codes are used in conjunction with the Recurring Billing module located within the Posting Menu . If a Recurring Billing is applied to a customer, the Cycle Code is attached to the account in the Billing Customer List. On the Rec...
Regulatory Code Setup
Energy Force uses this code to apply regulatory fees during the sales posting process. If the customer tank has a Regulatory Code, the Sales Posting module references the Maintenance Table to determine the amount to apply during the time of sale. ...
Rental Code Setup
Energy Force uses Rental Codes to track different types of rentals by Division for tanks that are the same size but charged differently. The Rental Code is tied to the customer on the Tank Information and Tank Rental Maintenance windows. The Ren...
Route Setup
The system uses Routes to track delivery areas and is applied to the customer Tank Information window. The Route is also used in the Mapping Interface and in Route Scheduling. Select Create on the Route Maintenance window to enter a Route. T...
Salesman Setup
The system uses Salesman codes to identify salespeople. Set up a different code for each salesman to track and then apply it to the customer on the Address & Information tab on the Customer Maintenance window. On the Salesman Maintenance ...
School District Setup
School District codes are used for taxing purposes. Set up a different code for each School District to track and apply it to the tank on the Tank Information window. On the School District Maintenance window, select Create to enter a School...
Service Contract Setup
Energy Force uses Service Contract Setup to set up contracts that can be tied to appliances on the Appliance Information window. The Service Contract Beginning and Ending Dates and Scheduled Service Month are also tied to the appliance on th...
Statement Cycle Code Setup
Statement Cycle Codes are used to set up the cycles in which statements are processed. At least one Cycle Code must be set up before processing statements. Up to four Cycle Codes with a division can be processed at one time when printing statements....
Statement Terms Setup
Statement Terms are used to display the terms that print on plain paper laser statements. The Statement Terms will print on generic invoices, single invoices, invoices by journal, and tank rental statements. On the Statement Terms Entry window, ...
Tank Location Setup
Tank Locations are used to track the location with which the tank is associated. The Tank Location is tied to the tank on the Tank Information window. If your state taxes by point of origin, select the County, Township, and School Codes that app...
Tank Rental Amount Setup
The Tank Rental Amount Setup Maintenance Table is used to determine the rental amount applied to various tank sizes and also indicates the Billing Type (By gallons or dollars). Once this code is created, it can be applied to the customer tank by sel...
Tank Type Setup
Tank Types are used to distinguish the types of tanks to track ( K for kerosene, CY for Cylinder, or P for Propane). Enter the color codes and symbols to indicate how the tank should display on the Energy-Map. Note: The Division and Tan...
Terms Code Setup
Terms Codes are used to set up the payment terms given to the customer. The Terms Code is tied to the customer on the Address & Information tab on the Customer Maintenance window. The Customer List by Terms Code report lists customers by Ter...
Township Setup
Township Codes are used for tank location tracking and taxes. A township is tied to a tank on the Tank Information window. The Tank Counts by County/Township report shows a count by tank size over a specified date tank set range broken down by tow...
Weighted Degree Days
Weighted Degrees Days are designed so clients can choose how to have Degrees Days applied on a monthly basis. For example, if the client decides Degree Days should not be applied to the Keep Full tanks during June and July, those months can be set i...