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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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– Key Highlight Energy Force SKYR-638 / Import Customers – Energy Force and Agvance users can update customers without running the Export\Import processes by turning on two new System Settings and utilizing the Import Customers button...
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The Purge Menu is located in the Year End Menu but can be utilized anytime throughout the year. Descriptions for each program are listed below. Prior to any purge, ensure there is understanding as to what data is needed so that vital data is not...
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Table Setup Prior to adding Tank and Meter Inventory items, the Tank/Meter Manufacturers tables must first be set up. From the Main Menu in Energy Force, select the Tank and Meter Inventory Menu . Choose Tank/Meter Manufacturers . Ente...
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Connect to company server.
Open Energy Force and access the Supervisor Menu .
Select Set Up Options .
Review required rights.
Click on Edit EnergyMap Rights to determine the necessary rights for the new user.
Ensure...
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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 ...
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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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Each customer must have a Service Location tied to their account in Customer Maintenance. A Service Location can refer to a customer tank or a piece of equipment. Prior to setting up a Service Location, first set up the types of Equipment that can...
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Customer – Review customer and tank information as well as any pending Service Orders, Proposals, Invoices, or Service Locations. This will be for informational purposes only as Service Orders, Proposals, and Invoices cannot be generated from ...
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The Unscheduled Delivery allows for a delivery to a customer that is not on the schedule file received from Energy Force.
See Scheduled Delivery - Refined Fuels for more information regarding the additional options on the Invoice screen....