-
Navigate to Main Menu / Report Menu / 2 Tank Reports / 8 Use More than Minimum Gallons . This report is to be processed annually. This report gives the ability to enter a tank size and number of gallons for a date range. Any tank exceeding the...
-
Navigate to Main Menu / Report Menu / Tank Reports / 2 Tank Reports / 1 Use Less Than Required Gallons . This report is to be process annually. This gives the ability to enter a date range, tank size, and number of gallons required for delivery...
-
Navigate to Main Menu / Tank and Meter Inventory Menu / Report Menu / 1 Tank Inventory Status . This report is to be processed monthly. The Tank Inventory Status report can be processed to show all tanks with the current inventory status or can...
-
Navigate to Main Menu / Reports Menu / Gas Check/Leak Test Reports / 7 Safety Analysis .
This report is to be processed quarterly.
The Safety Analysis report exports to Excel and displays each tank associated to a customer along with le...
-
Navigate to Main Menu / Management Reports / Customer Gain/Loss .
This report is to be processed annually.
The purpose of this report is to reflect how many customers have been gained compared to how many customers have been lost for the ...
-
Navigate to Main Menu / Management Reports / Management Reports / #4 .
This is to be processed monthly, quarterly, and seasonal.
Deliveries are displayed for designated date ranges to show comparisons of gallon drops per tank size. Co...
-
PO Status codes are used for tracking the status of the Purchase Order and are hard coded into the system.
Open – The PO is open and no items have been received.
Received – All items on the PO have been fully received.
Pa...
-
From the EnergyService menu, select Purchase Orders .
Choose Create .
Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open .
Enter Notes if desired....
-
If searching for a specific PO, select Find on the PO screen. Search by Vendor , date range, Purchase Order# , or Total Amount .
...
-
To change the posting date a fter finished with m onth end, go to Supervisor Menu / Set Up Options and select Change Posting Date .
Change the date on all Divisions to the last day of the month just completed. This will...