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Generating the Report A report generates at the end of each sales journal if any deviations occurred while posting sales. All journal reports can be printed at once by using a date range. To print the report, navigate to Main Menu / Reports M...
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The K-Factor Deviation Changes Made report is located at Main Menu / Management Reports / Exception Report Menu / Deviation Changes Made and is designed to display if changes are actively being made based on the Deviation report. Input Journal ...
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This report will need to be processed for at least one year’s worth of information and sent to Excel so that it will display at least three deliveries to give an average calculated K-Factor. Navigate to Main Menu / Reports Menu / K-Factor Repo...
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Add Daily Use Remember, if adding daily use to a tank, adjust the K-Factor upward so that it is no longer trying to compensate for the daily usage. Adjust the K-Factor Many times, the last three Calculated K-Factors can be averaged. However, if ...
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There are four types of schedules that can be generated: Weekly – This is based on a day of the week. This can be a single day or multiple days per week. Interval – An Interval is based on number of days between delivery such as every 4...
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Scheduling Select the tank in the upper section of the Tank Info screen and choose the Location tab. Select the Schedule button. Choose the Green Checkmark to create a new scheduling rule. Select Start Empty on the Get Template...
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The service charge file must be created in order to process, review, and update service charges. Service charges can be applied to balances 30 days and more, 60 days and more, or 90 days and more. The amount applied for the service charge is determi...
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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 Go...
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Applications The various taxes are applied based on three different criteria: Location of the tank Product sold Use of the product The location of the tank is taken from the tank record itself and includes the City, County, School District, a...
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Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s acc...