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This program changes the Budget Active ( A ) flag to Inactive ( I ) for the ending month and year entered and moves the current budget payment and balance to Previous . The program also resets the Service Charge and Minimum Finance status codes...
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This program resets the degree day clock back to 0 (zero) for the heating season. This program can only be processed once every 10 months. Rules for Processing: Be consistent – process at the same time each year. For example: Roll on July 1 t...
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The Purge History program gives the ability to move history for a single customer or for all customer accounts. This is an optional program that does not have to be processed for the Fiscal or Calendar year-end process. If there is a temp cus...
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Year End Clear clears Gallons Used YTD and Sales YTD on the Tank and Customer screens as well as Sales YTD and Gallons Billed YTD on the Meter/RTM Information screen: Tank Screen – Main Menu / Customer Menu / Customer Maintenance / Tank...
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Various processes can take place to clear items such as Sales YTD, Gallons YTD, Degree Day clock, roll Customer Tank Efficiencies, etc. These processes typically coincide with the end of a fiscal or calendar year-end closing. Prior to pe...
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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 leave 0 ...
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If a monitor is switched to a new customer tank in Energy Force, or a different monitor is being applied to a tank, the following steps will need to be made to ensure the transfer is completed properly. Access the tank monitor website prior to mak...
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If utilizing Deferred Billing (also known as LMS), the monitor will need to be associated with a contract if applicable. Once the monitor has been added to the customer tank in Energy Force, navigate to Customer Maintenance / Contract Info . Add...
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Once monitors have been set up in Energy Force, the customer number and tank RRN values located at the top of the Tank Info screen will need to be applied to the corresponding online Remote Tank Monitor program so percentage values import into E...
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The following steps need to be completed to add a Remote Tank Monitor to a Customer Tank for percent updates.
From the main menu, navigate to Customer Menu / Customer Maintenance / Tank Info / Set Up Meter/RTM .
Th...