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Tank Plotted Incorrectly Select the appropriate Tank Layer located on the Layers tab ( Propane or Other Non-Propane Tanks). Select the Editing tool located on the EnergyMap Palette. Choose Edit Geometry . Position the Edit symbol d...
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An account is out of balance when the last statement balance plus the history line items as of the last statement date do not match the balance on the customer's Accounts Receivable tab or the balance in the history line items does not match the...
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All drivers should be filling tanks by the fixed level gauge - not the float gauge. Drivers should also be making notes in the Comment section to help CSRs answer questions in the initial phone call. Q. A customer called stating a delivery t...
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Terms Codes are used to set up the payment terms given to the customer. The Terms Code is tied to the customer on the Address & Information tab on the Customer Maintenance window. The Customer List by Terms Code report lists customers by Terms C...
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Once serialized inventory items have been received to the shipping warehouse those items can then be transferred to other locations. From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations . Select the Warehouse Loc...
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If interfaced with an electronic register such as an LCR II, EMH, Neptune, or Mid Com, place the truck computer in the docking station BEFORE selecting End Shift . Select End Shift . Enter the current Odometer reading and select the checkbo...
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A non-fuel delivery can be made to any customer that has a tank. For example : Ryan Jacobi has propane tanks therefore a propane driver would see the customer account. Navigate to the customer account and choose Misc. Sale . Select Choos...
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Last Updated: 10/02/2024
in Knowledge Base EnergyTrack
From the Energy Force main page, navigate to Supervisor Menu\Maintenance Menu\Energy Track Menu\Truck Inspection Template . While in the Truck Inspection Template table, press Ctrl+M to go into Modify mode. Scroll down to the line below th...
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Navigate to Main Menu / Management Reports / Customer Gain/Loss . This report is to be processed annually. The purpose of this report is to reflect how many customers have been gained compared to how many customers have been lost for the given ti...
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Payments entered in EnergyTrack and will communicate back to Energy Force and will post to a customer’s account in the same manner an Invoice is posted. There are two methods available for posting Payments:
Method 1:
Se...