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Whether intending to swap a smaller tank for a larger tank or a larger tank for a smaller tank, the process is the same. Steps are to be completed in Energy Force on the same day. Process Navigate to Customer Menu / Customer Maintenance / Tan...
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The Merchant Portal can be accessed at any time from within Energy Force when a customer is set up with the Portal. Select EF Portal in the menu bar of Energy Force to navigate to the Merchant Portal Login page. Merchant Portal Login Ent...
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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...
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Navigate to Main Menu / Customer Menu / Customer Maintenance . Select the customer who requested service and choose Service Orders . Choose Create located on the menu on the right side of the screen. The Service Order# automatically ge...
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Database Backup Creation While logged into the Energy Force database server: Select Start in the lower left corner of the screen. Locate and expand the Microsoft SQL Server Tools folder. Choose Microsoft SQL Management Studio . Log in usi...
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Department Summary Run the Department Summary report by going to the Month End menu for the month to date using Department 0 as the starting department number (in case there was a posting error). If the Department number was not entered in ...
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Table View Search Note: The search feature is CASE sensitive. Highlight the appropriate layer to search. Select from the drop-down in the Table View area. This is always defaulted to Any . Change the selection to be more specific if des...
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Daily pricing updates take place in the Price Maintenance table. To access this table, go to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Price . Select Edit/Create and choose Continue . This will display the Pri...
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Navigate to Main Menu / Report Menu / Tank Reports / Last Delivery Date of Gas #3 . This is to be processed annually and the beginning of each heating season. The Last Delivery Date of Gas report gives the ability to enter a last delivery date an...
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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...