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The A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially ...
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Truck Load/Unload from Energy Track will communicate and import into Energy Force for electronic tracking. The inventory transfers will also export to a .txt file when the Daily Clear process is performed. This will enable Energy Force users t...
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Navigate to the Tank Info screen of the primary tank holder by going to Main Menu / Customer Menu / Tank Info .
Choose the tank and select Split Bill located at the bottom right.
A Split Bill pop-up window will display. Press F5...
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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 ...
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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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When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the I...
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Serial numbers can be reviewed by navigating to the Inventory Items screen at Energy Service / Inventory / Inventory Items . Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers ...
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Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C or click Create ...
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Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked.
To input the checkmark for serialized items:
Se...
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All drivers should be filling tanks by the fixed level gauge - not the float gauge. Drivers should also be making notes in the Comment section to help CSRs answer questions in the initial phone call. Q. A customer called stating a delivery...