Utility Menu

Change Price Codes

Use this process if there is a Price Code that needs to be changed or updated. This can be done in a single Division or in all Divisions as well as on Contracts, Meters, Tank, or Recurring.

Product to Tank Product Ref

Use this to add a product to all tanks with a specified Tank Type. The Price Code and Tier will need to be set at this time, along with any Product Use and Discount associated with the product. 

AFD Product to Tank Product Ref

Use the AFD Product to Tank Product Ref for assigning a product to any File Extension (GAS, DD, ETC) by using the Division, Tank Type, Customer Type, and Location Code. There is an option to Clear all existing Tank Products? during this addition. 

Update Rack Pricing

Use Update Rack Pricing when changing a group of Price Codes and tiers. The Rack Code is set up in the Price table and is assigned to a group of Price Codes. This process allows for efficiency by increasing or decreasing numerous prices by the same amount, either by Dollars or Percent. 

Safety Date Update

Use this process to enter a Safety Date for a Division and Location for all customers at one time. This can only be used for the past 30 days. Please contact K & K for any updates older than 30 days.

Update Call-In Route

This process is designed to realign the tanks in the Call-In menu and tanks within Routes once Optimizer has been installed or a rebalance has occurred.  This process will update the Call-In/Route with the newly assigned Route based on the new Optimizer installation or Route rebalance.

Update Tank Location Based on Route and Service Locations

A new utility has been added to EnergyForce that allows users to update the tank locations based on route and service locations by either tank location or service zone.  This utility does require a new user right.  

The new utility is located under Supervisor Menu / Processes / Utility Menu.  Update Tank Location and Update Service Locations are under separate buttons.
When Update Tank Locations is selected, the user fills in the Division, Route and the Tank Location associated with that particular route in the table.  Once the table is filled out and saved, the Process button is enabled.  This process also updates the appropriate meter if it is tied to one of the tanks being updated.  The table will only need to be filled out one time and can be modified later if necessary.
By selecting Process, the user will receive another message asking if they want to update the location in the master asset file.

Selecting Yes will update the Tank Location on the customer account and also the location in the master asset file.  If No is selected, only the Tank Location on the customer account will be updated. The change to the location on the master asset will also be recorded in the master asset history and can be viewed under the History button in the Tank\Meter Inventory listing.

There are two methods to update the service location, users will receive a message when selecting Update Service Locations also.

If Yes is selected, then Service Locations will be updated based on the tank location of the attached tank.  If the service location doesn’t have an attached tank the location will not be updated.  Fill out the table for the matrix and save then select Process.  
Note: The table only needs to be filled out one time and can be modified later.
If No is selected for updating based on tank location, the Service Location will be updated based on the service zone and location in the table. The Tank Location field will be disabled when updating based on service zone.

EnergyForce has auto generated reports to go along with the new Update Locations utilities.  Reports are saved in the Ctls93\DD85\CSV folder. The header on the reports includes the date and time the update was processed, the user that ran the update, and the selections chosen.   The reports only include items that were updated.

Below is a sample of the report for the Update Tank Locations.

Sample of the Update Service Location report.