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PO Status codes are used for tracking the status of the Purchase Order and are hard coded into the system.
Open – The PO is open and no items have been received.
Received – All items on the PO have been fully received.
Pa...
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From the EnergyService menu, select Purchase Orders .
Choose Create .
Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open .
Enter Notes if desired....
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If searching for a specific PO, select Find on the PO screen. Search by Vendor , date range, Purchase Order# , or Total Amount .
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To change the posting date a fter finished with m onth end, go to Supervisor Menu / Set Up Options and select Change Posting Date .
Change the date on all Divisions to the last day of the month just completed. This will...
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If the Department Summary and Analysis do not match: Check the void journals to ensure items were voided with the correct date. Check the sales and payment journals to see if the journal date and history items are within the same month. Compar...
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This report is for Energy Force users who have customers in multiple Divisions who wish to post payments in only one journal but want to see the breakout of dollars per Division.
The report pulls up one journal at a time and is located in ...
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The Trip Reconciliation reports show all trips that came into Energy Force from the handhelds.
Reviewing these reports can help determine if there is a missing trip or if a ticket number was skipped on the handheld that did not import.
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The A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially ...
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Truck Load/Unload from Energy Track will communicate and import into Energy Force for electronic tracking. The inventory transfers will also export to a .txt file when the Daily Clear process is performed. This will enable Energy Force users t...
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Navigate to the Tank Info screen of the primary tank holder by going to Main Menu / Customer Menu / Tank Info .
Choose the tank and select Split Bill located at the bottom right.
A Split Bill pop-up window will display. Press F5...