Year End Processes

Various processes can take place to clear items such as Sales YTD, Gallons YTD, Degree Day clock, roll Customer Tank Efficiencies, etc.   These processes typically coincide with the end of a fiscal or calendar year-end closing.   Prior to pe...

Year End Clear clears Gallons Used YTD and Sales YTD on the Tank and Customer screens as well as Sales YTD and Gallons Billed YTD on the Meter/RTM Information screen: Tank Screen –  Main Menu / Customer Menu / Customer Maintenance / Tank...

The Purge History program gives the ability to move history for a single customer or for all customer accounts.   This is an optional program that does not have to be processed for the Fiscal or Calendar year-end process.   If there is a temp cus...

This program resets the degree day clock back to 0 (zero) for the heating season.  This program can only be processed once every 10 months. Rules for Processing: Be consistent – process at the same time each year. For example: Roll on July 1 t...

This program changes the Budget Active ( A ) flag to Inactive ( I ) for the ending month and year entered and moves the current budget payment and balance to Previous . The program also resets the Service Charge and Minimum Finance status codes...

This program is designed to review history for tanks that are associated with a tiered-gallon Price Code based on gallons.  If the Allow Price Changes field in the Tank Information screen is set to Yes and the tank is tied to a tiered-gallon P...

As deliveries are processed in Energy Force, the Customer Efficiency tab updates on the Customer Maintenance screen to display the overall average delivery efficiency of the tank for the current and past two years.   When the Roll Customer Effi...

It is NOT recommended to use the Contract Gas Rollover program at this time as it is currently under construction. Updated documentation for this feature will be published when available. The Contract Gas Clear feature allows for older contracts to...

The Purge Menu is located in the Year End Menu but can be utilized anytime throughout the year.   Descriptions for each program are listed below. Prior to any purge, ensure there is understanding as to what data is needed so that vital data is not...