Product Level Contracts

Product Level Contracts are used to upcharge deliveries to contracts when premium products are delivered against base product contracts. This is common during the winter when fuel with cold weather additives are delivered.

Rules

• The system setting for ProductLevelContract must be set to Y.
  
• All contracts will need to have the contracted product added. This includes contracts that will not be upcharged and any contracts already in Energy Force.
  
• Upcharges happen automatically in EnergyTrack.
• Manual sales posting does NOT automatically process upcharges. Any applicable charges will need to be manually added during posting.
• Any product delivered to a tank attached to a Product Level Contract will consume contract gallons. The contract gallons are not product-specific.
• The upcharge price per gallon is calculated by using the price in the price tables by subtracting the base price from the premium price. The Price Codes to use in the calculation can be identified by selecting Contract Product XRef at Supervisor Menu / Maintenance Menu.

Department Maintenance Table Setup

Departments need to be set up for the upcharges at Supervisor Menu / Maintenance Menu / Maintenance Tables / Department.

1. Enter the Div number. Departments need to be set up in Division 1 and any other applicable Divisions/Locations.
2. Enter the Dept number.
   Note: If interfacing with another software, make sure to add the new department to the cross reference table (CFT).
3. Enter a Description for the new department.
4. The Department Type should be set to Sale.
5. The Posting Transaction Code should be set to 13.
6. The Global Department option needs to be checked.

Upcharge Maintenance Table Setup

Go to Supervisor Menu / Maintenance Menu and select Contract Product XRef.

All products delivered to tanks with contracts that need to be upcharged should be listed in this table.

1. Enter the Product that will be delivered.
2. Indicate the Price Code associated the delivered product.
3. Enter the Price Tier.
4. Indicate the Contracted Product.
5. Under the Upcharge From Product field:  
   1. Enter the Upcharge From Product (base product of contract).
   2. Enter the Upcharge From Price Code. 
   3. Indicate the Upcharge From Price Tier. 
   4. Enter the Upcharge Posting Department for the delivered product. 

Example

• The contract is for Ruby (Department 130) and 100 gallons of #1 Ruby (Department 131) is delivered.
• The price for Ruby (Price Code 130 A) is $3.10 and the Price Code for #1 Ruby (Price Code 131 A) is $3.45.
• When the delivery is made in EnergyTrack, an additional line will be added to Department 904 for a quantity of 100 at $0.35 (total of $35.00).