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The system uses Billing Types to track budgets, payment arrangements, and contracts. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The Billing Type description will print on statem...
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The system uses Appliance Types to track the types of appliances customers own. Set up a different code for each appliance to track. Appliances are tied to a customer on the Appliance Information window.
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When selecting a Delivery Type of SD for Scheduled Delivery, the Tank Info screen will automatically display a Schedule button to set up a Schedule for this customer. Select Schedule located on the Location tab of the Tank file. Choo...
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Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...
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Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
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Transaction Code Description 9 Update Gallons Post a change to the estimated gallons left in the tank. Instead of making a delivery, make a sale zero dollars. This will update the estimated gallons left and will be recorded in cu...
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Use Route Reports to print route scheduling reports/lists for customers. Each report has an explanation at the bottom to indicate what the report will contain. For more information see Management Reports . ...
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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 EnergyTrack. Pr...
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The Degree Day update program updates the degree day reading, percentage left, and gallons left for all customers with a Delivery Type 2 (Keep-Full). The percentage and gallons left decrease every day when the degree day is updated. A degree day rea...
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Navigate to Main Menu / Report Menu / Tank Reports / Tank Report Option 2 – Report #8 . 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 nu...