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From the Customer Maintenance screen, select Energy-Image . Choose Create . Indicate the Image Type from the drop-down menu. Select Attach from Existing . This will populate all images of the selected Image Type that have already been lin...
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Table View Search Note: The search feature is CASE sensitive. Highlight the appropriate layer to search. Select from the drop-down in the Table View area. This is always defaulted to Any . Change the selection to be more specific if des...
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Tank Plotted Incorrectly Select the appropriate Tank Layer located on the Layers tab ( Propane or Other Non-Propane Tanks). Select the Editing tool located on the EnergyMap Palette. Choose Edit Geometry . Position the Edit symbol d...
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Auto Fill Tanks Circle The Tank is above delivery thresholds set within map settings. Triangle The Tank is within the delivery target range indicated in map settings. Square The Tank is considered C ritical as it is at or below the c...
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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...
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Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s acc...
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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...
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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 Balance ...
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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...
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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...