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Enter Work Order on Existing Customer From the Master Menu , select Work Orders or, on any window, press CTRL+S . From the Work Order Menu , choose Work Order Entry . On the Work Order Entry window, press CTRL+C . On the Select - Cu...
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From the Master Menu , select Call In Entry or, from any window, press CTRL+W .
Choose Create .
To validate GPS coordinates on tanks when a call in entry is created, a new system setting is automatically created and defaults to N...
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From the Route Scheduling Menu , select Schedule Deliveries . Select the Schedule for the handheld and then select Download to Re-Engineered ET . Enter a range of handheld #’s in the Device Range field, as well as, individual handheld #...
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Recurring Billing enables a fixed fee to be automatically charged to a customer’s account on a regular schedule—whether monthly, quarterly, semi-annually, or annually—for services like meter reading, monitor fees, or appliance maintenance contract...
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Although Meter Billing is not located in the Sales Entry menu, it is still considered a part of the posting process.
Enter Meter Readings
From the Master Menu, select Meter Menu .
Choose Reading Entry .
On the Meter...
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Navigate to Main Menu / Posting Menu / Mobile Device Posting . Select Mobile Device Posting . Choose Post Re-Engineered ET . When the posting routine is selected, it automatically starts posting all of the zip files downloaded from the hand...
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From the Posting Menu , select Void Line Item . On the Please Select a Void Journal Number window, choose Create . Enter the Division . Enter the Date of the tickets. Enter the User ID . Choose Select . On the Select Customer wi...
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From the Main Menu, go to Posting Menu / Payments, Transfers or Refunds . Select Create . Enter the Division and User ID and choose Select . Enter the Cust# (or press F5 to select from a list), Transaction type, Contract # (if ap...
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Use Payment Posting to enter regular payments, charge card payments, transfers, refunds, and credits on customer accounts. Discounts can be applied to a customer’s account at the same time the payment is posted. After payments have been entered, p...
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From the Master Menu, select Posting Menu . Choose Enter Sales . On the Please Select a Sales Journal window, select Create . Enter the Division for the Sales Tickets. Enter the Date of the tickets delivered. Enter the User ID . C...