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Use this feature to create a payment arrangement that will be visible on the Customer Maintenance screen as well as the Payment Posting screen. From the Main Menu, select Customer then Customer Maintenance . Choose the customer and select ...
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Tank readings are recorded each time a delivery is made and found at Main Menu / Customer Menu / Customer Maintenance / Tank Readings . Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , ...
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Select the appropriate Tank Layer located on the Layers tab ( Propane or Other Non-Propane Tanks).
Select Scheduling on the Palette.
Choose Create Schedule . This will activate Scheduling mode.
Alternatively, choose Cr...
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The Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc.
Press Ctrl+M to modify.
Enter the beginning Hold Date .
Enter the Hold Reason code (press F5 t...
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The Safety Form feature allows users to document details related to a suspicion of a leak or interruption of service call. Once documented, the record can be tracked to completion or resolution of the reported issue. Each form can be tracked b...
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The Daily Clear Menu contains modules necessary to transfer sales and tank files to Agvance Energy. Each time Daily Clear processes are performed, files are exported to the CTLS93\DD85\Interface folder located on the server. Once files a...
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Meter readings can be viewed and/or entered from within EnergyTrack from either the Delivery Menu or the Tank screen. Delivery Menu Select Meter Readings . The Meter Reading screen will appear listing all customers with an active mete...
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Work Order screens are accessible by pressing Ctrl+S within any menu of Energy Force or select the Work Order button from within the customer’s account. If a Work Order already exists for the customer, the Work Order button will appear in ...
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The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year...
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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 driv...