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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 th...
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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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Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal.
Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Orde...
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Energy Force enables precise tax configuration and application to sales transactions. This document outlines the setup process for taxes and how they are applied.
Department Setup
Departments determine how items are taxed and are...
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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...