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Customer tanks will be assessed a regulatory fee (if a Regulatory Code is attached in the Tank Info screen) each time a gallon delivery is applied to the account. Below is an example of how the fee will appear in the Sales Posting screen ...
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The information in Split Bills is to be maintained in the primary tank holder's Maintenance screen.
Select Split Bills .
Enter the primary tank holder's account number and press Tab .
Enter the Pcnt .
Select the next ...
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Although Meter Billing is not located in the Sales Entry menu, it is still considered a part of the posting process.
Enter Meter Readings
From the Master Menu, select Meter Menu .
Choose Reading Entry .
On the Meter...
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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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This article contains a quick overview of what needs to be run at month end. Also included is a detailed checklist of items that need to be done prior to running statements.
What to Run at Month End
Process all sales, including ...
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Proper Rental Codes and Tank Rental Amounts must be set up at Supervisor Menu / Maintenance Menu / Maintenance Tables . It is also recommended to confirm that the proper Rental Department code has been set up on the Division Maintenance screen. P...
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Roads Contains all information pertaining to Census road data. When zoomed out, only major road names are visible. Lesser road names will appear when zoomed in far enough. Road Edits This layer will contain any editing done to the existing ro...
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Prior to utilizing the import program, Price Maintenance, Agvance Contract Price Codes, and Bill Type XRef maintenance tables will need to be created. Once created, standard upkeep of the tables will need to take place as new Price Codes or Bil...
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History Inquiry is located within the Customer Maintenance screen. Each sales entry or payment made to a tank belonging to the customer will display in this screen. In addition, if the driver uses RE Engineered EnergyTrack, a PDF of the invo...
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Ticklers are notes that can be attached to a customer account and also tied to a specific tank. There are multiple Tickler types that can be tied to an account: Collections , Driver , Memo , Repair , LPG Safety , and Service . Once the Tickl...