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Overview A listing of all Energy Product Delivery Orders (PDO) is available in SKY Energy. The list can be narrowed down by selecting the Filter icon and entering a filter criteria or or any grid cell with the search bar located in the head...
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A visual of all tanks is available in SKY Energy. Enter a City or Zip Code in the Select a Location window and select Set Default Location to load map data. This is the default location the map loads to when opening the Map tab, but ...
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SKY Energy is currently only available to Agvance customers.
Energy Force customers should continue to add tanks in Energy Force, not through SKY Energy at this time.
Overview
A listing of all Tanks is available in SK...
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Creating a Proposal from a Service Order gives the ability to enter items that will be used to complete the Service Order and provide the customer with a cost estimate.
While on the Service Order screen, highlight the Service Order# an...
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Select the Customer from the Customer Maintenance screen.
Choose Proposals .
If a Proposal already exists for this customer, it will be present on the Proposal screen.
Select Create to create a new Proposal. If this is the f...
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Audit Log Fields
To access the Audit Log, navigate to Main Menu / Supervisor Menu / Processes / Audit Menu / Audit Log .
Division – Entering a Division range such as 1 to 1 will allow the audit log to retrieve data f...
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Prior to purging a Sales Journal, it is important to note that certain rules apply to the types of journals that can be removed from Energy Force. Journals that can be purged: Payment Posting Journals If an eCommerce Payment Journal is purg...
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This process is for fixing the statement date and balance to reflect the correct month.
Example: A company forgot to update the prior month when they last ran statements.
The last statement date and balance will be incorrect when run...
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Update many monitor thresholds at once by running the Update Monitor Threshold utility located at Supervisor Menu / Processes / Utility Menu / Update Monitor Thresholds .
When the button is selected a warning that the utility will update all...
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Set up a different code for each vendor to track. Print a Vendor List, Vendor History, or Vendor History By Contract report by vendor number from the Propane Storage Report Menu . From the Propane Storage Menu , select Maintenance Files . Ch...