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 performing year-end tasks, ensure there is a GOOD backup of data prior to running any of the listed processes. Please consult IT professionals to ensure a copy of data is available before performing any task.
- All users should exit the system prior to performing Year-End tasks. Notify all users to exit the system and verify with IT Professionals that all users are no longer in Energy Force.
It is also advisable that Year-End processes take place before any sales are posted for the new fiscal or calendar year. This will prevent current sales values from being removed from Gallons YTD, Sales YTD, Current Year Customer Efficiency, etc.
Year End clearing for Energy Force is a step by step process that users should follow to successfully close the fiscal year. The following steps are the recommended order for completing the process. Linked articles with further detail on each step are below.
- Year End Clear
- Purge History
- Clock Rollback
- Year End Budget Clear
- Price Code Update
- Roll Customer Efficiency
- Contract Gas Rollover - Contract Gas Clear (Not Recommended)
- Purge Menu
Articles
Year End Clear
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 / Ta...
Purge History
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 ...
Clock Rollback
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...
Year End Budget Clear
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 cod...
Price Code Update
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...
Roll Customer Efficiency
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 Ef...
Contract Gas Rollover - Contract Gas Clear
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 ...
Purge Menu
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...