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Select the Customer from the Customer Maintenance screen. Choose Proposals . If a Proposal already exists for this customer, it will be present on the Proposal screen. Select Create to create a new Proposal. If this is the first time ...
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If the Department Summary and Analysis do not match: Check the void journals to ensure items were voided with the correct date. Check the sales and payment journals to see if the journal date and history items are within the same month. Compare ...
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The system uses Appliance Types to track the types of appliances customers own. Set up a different code for each appliance to track. Appliances are tied to a customer on the Appliance Information window.
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BRUT-873 / Map Loading – Improvements have been made to speed up the map loading time. Parallel Load is off by default allowing for sequential loading of layers. If loading layers in parallel, check mark this setting before loading the map. ...
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The Hold Code is tied to a customer tank to assist dispatchers with scheduling tanks and also give the driver a warning at the time of delivery if using a handheld. A customer can be placed on hold by entering a Hold Date , Hold Code , and a Hold...
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The settlement schedule will set the time that the settlements process will initiate for the desired processor. This doesn’t reflect the payment posting times in Energy Force. Please update Energy Force time zone in the Merchant Maintenance table fo...
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The Call In Delivery screen displays customer tanks that have been logged in the Call In system of Energy Force. Call In deliveries can be made from the Call In Delivery screen, or by selecting the customer tank in Scheduled or Unscheduled ...
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The system uses counties with the mapping interface. Mapping uses counties to zoom to the county when plotting a tank. Set up a different code for each county to track. A county is tied to a tank on the Tank Information window. On the County ...
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If currently experiencing propane allocations, consider the following to help extend the propane supply. Forecasting Report A Forecasting report is present in Energy Force to help determine the number of gallons and deliveries needed for the pro...
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Start Shift Select Truck Select Driver Enter Odometer Verify Totalizers Select Compartment Types – Enter Gals Press Continue Verify Inspection and Print (If applicable) Scheduled Delivery Select Tank and press the ...