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An account is out of balance when the last statement balance plus the history line items as of the last statement date do not match the balance on the customer's Accounts Receivable tab or the balance in the history line items does not match the...
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When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the I...
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Serial numbers can be reviewed by navigating to the Inventory Items screen at Energy Service / Inventory / Inventory Items . Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers ...
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Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C or click Create ...
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Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked.
To input the checkmark for serialized items:
Se...
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All drivers should be filling tanks by the fixed level gauge - not the float gauge. Drivers should also be making notes in the Comment section to help CSRs answer questions in the initial phone call. Q. A customer called stating a delivery...
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If utilizing Deferred Billing (also known as LMS), the monitor will need to be associated with a contract if applicable. Once the monitor has been added to the customer tank in Energy Force, navigate to Customer Maintenance / Contract Info . A...
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To attach a meter to a tank:
From the Master Menu, select Customer Menu .
Choose Customer Maintenance .
On the Customer Maintenance window, select Tank Info .
On the Tank Information window, choose Set Up Meter/RTM .
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If a monitor is switched to a new customer tank in Energy Force, or a different monitor is being applied to a tank, the following steps will need to be made to ensure the transfer is completed properly.
Access the tank monitor website prio...
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Remote Tank Monitors Remote Tank Monitors must exist in the Tank and Meter Inventory program before they can be applied to a customer tank. Navigate to Main Menu / Tank and Meter Inventory Menu / Tank/Meter Maintenance . Press Ctrl+C to c...