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The Tank Rental Amount Setup Maintenance Table is used to determine the rental amount applied to various tank sizes and also indicates the Billing Type (By gallons or dollars). Once this code is created, it can be applied to the customer tank by sel...
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Statement Terms are used to display the terms that print on plain paper laser statements. The Statement Terms will print on generic invoices, single invoices, invoices by journal, and tank rental statements. On the Statement Terms Entry window, ...
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Statement Cycle Codes are used to set up the cycles in which statements are processed. At least one Cycle Code must be set up before processing statements. Up to four Cycle Codes with a division can be processed at one time when printing statements....
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School District codes are used for taxing purposes. Set up a different code for each School District to track and apply it to the tank on the Tank Information window. On the School District Maintenance window, select Create to enter a School...
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The system uses Salesman codes to identify salespeople. Set up a different code for each salesman to track and then apply it to the customer on the Address & Information tab on the Customer Maintenance window. On the Salesman Maintenance win...
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The system uses Routes to track delivery areas and is applied to the customer Tank Information window. The Route is also used in the Mapping Interface and in Route Scheduling. Select Create on the Route Maintenance window to enter a Route. T...
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Recurring Cycle Codes are used in conjunction with the Recurring Billing module located within the Posting Menu . If a Recurring Billing is applied to a customer, the Cycle Code is attached to the account in the Billing Customer List. On the Rec...
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The system uses Meter Elevation Codes in meter billing. The Meter Elevation Code is used to set the elevation the meter is located. The Meter Elevation Code is tied to the customer on the Meter Information window. The Meter Elevation Code is used ...
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Inactive Codes are used to identify why a customer’s status has been changed to Inactive within the Customer Maintenance screen. To change an inactive code, select Inactive Code on the Maintenance Table screen, select Edit/Create and make ...
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The Hold Code is tied to a customer tank to assist dispatchers with scheduling tanks and also give the driver a warning at the time of delivery if using a handheld. A customer can be placed on hold by entering a Hold Date , Hold Code , and a Hold...