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Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
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Department Summary Dollars Does not Match Journal Dollars Determine the amount off by subtracting the Journal dollar amount from the Department Summary amount. Then find out which customer or line item is not included in the Department Summary. Wri...
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Daily pricing updates take place in the Price Maintenance table. To access this table, go to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Price . Select Edit/Create and choose Continue . This will display the Pri...
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Navigate to Main Menu / Customer Menu / Customer Maintenance . Select the customer who requested service and choose Service Orders . Choose Create located on the menu on the right side of the screen. The Service Order# automatically ge...
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Department Summary Run the Department Summary report by going to the Month End menu for the month to date using Department 0 as the starting department number (in case there was a posting error). If the Department number was not entered in ...
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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...
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This program is designed to review history for tanks that are associated with a tiered-gallon Price Code based on gallons. If the Allow Price Changes field in the Tank Information screen is set to Yes and the tank is tied to a tiered-gallon P...
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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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This report will need to be processed for at least one year’s worth of information and sent to Excel so that it will display at least three deliveries to give an average calculated K-Factor. Navigate to Main Menu / Reports Menu / K-Factor Repo...
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Optimizer Compliance Reports are in the Main Menu / Management Reports / Optimizer Report Menu. Optimizer Compliance reports can be generated based on a specified time period allowing management to review the overall compliancy of a driver and ...