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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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Energy Force users who also use Agvance can update customers without running the export\import processes. The new program can run manually or with Automated Tasks. This process only brings in new, modified, or updated customers increasing efficien...
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For those wanting to run the import manually or with Automated Tasks see Import Customer Process .
The Daily Clear Menu contains modules necessary to transfer sales and tank files to Agvance Energy. Each time Daily Clear processe...
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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...