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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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*Communicate* Start Shift Select Truck Select Driver Enter Odometer Verify Totalizer Enter Truck Percentage – Verify Press Continue Verify Inspection and Print (If applicable) Scheduled Delivery Select Tank and press...
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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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There are four types of schedules that can be generated: Weekly – This is based on a day of the week. This can be a single day or multiple days per week. Interval – An Interval is based on number of days between delivery such as every 4...
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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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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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A statement file must be created before processing, printing, and updating statements. Statements are date sensitive, so it is possible to continue posting into the next month before a statement file has been created. Create a Statement File Go...
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OptimizerPlus+ Sanity Checks Explained Below is a list of sections that may appear on the Sanity Checks depending on the specific customer data that is analyzed. The data is examined based on a specific time frame, typically ...
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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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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 ...