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Follow these steps to update the percentage of a tank if a delivery does not need to be made.
Select the tank in the upper portion of the Customer screen.
Select Update % .
Enter the current tank percentage in the New...
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From the Main Menu, go to Posting Menu / Payments, Transfers or Refunds . Select Create . Enter the Division and User ID and choose Select . Enter the Cust# (or press F5 to select from a list), Transaction type, Contract # (if ap...
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An account is out of balance when the last statement balance plus the history line items as of the last statement date do not match the balance on the customer's Accounts Receivable tab or the balance in the history line items does not match the...
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Prepare a pipe ( | ) delimited file with the following fields and save it in the DD85/Interface folder. The file should have a .txt extension and can have any name with valid characters of up to 10 characters long. The import process first read...
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The system uses Meter Elevation Codes in meter billing. The Meter Elevation Code is used to set the elevation the meter is located. The Meter Elevation Code is tied to the customer on the Meter Information window. The Meter Elevation Code is used ...
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Payments can be entered in EnergyTrack and will communicate back to Energy Force. These payments will post to a customer’s account in the same way an Invoice is posted. Payments can be entered in EnergyTrack in two ways - selecting ...
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If the Call In button on the Tank screen is outlined in dark blue, it indicates that there is an active Call In for the tank. If outlined in orange, the Call In has a Preset and when this button is selected, any preset amount will be listed ...
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View trip reports, re-print documents, and print the Current Trip report while actively in a shift. Trip Report The Trip Report menu displays the trip reports associated with the handheld for the last 30 days. The driver can resend trips to En...
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A Misc Sale button is present on the Customer/ Tank screen to allow the driver to invoice a customer for a non-pumpable item such as labor or accessories. Select Misc Sale located on the Customer/ Tank screen. This will advance to th...
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If the Call In button on the Customer/ Tank screen is highlighted in blue, it indicates that there is an active Call In for the tank. When a Preset is present then the Call In button will be outlined in orange. When this button is se...