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The system uses Cylinder Inventory Transactions to track changes in cylinder usage. To track changes on a customers account set up the tracking codes at Supervisor Menu / Maintenance Menu / Maintenance Tables / Cyl Inv Transactions . In the C...
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Footnotes are comments that can be attached to specific departments so that the proper EPA terminology (Dyed Diesel, 15PPM), credit terminology, etc. will print on a customer invoice. Select Footnotes . Choose Edit/Create in the Mode sect...
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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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Ensure the meter ending one day is the same amount to start the next day. Additionally, validate the total meter gallons and total gallons delivered balance. The ending and beginning meters may not match if: the driver made a delivery without a h...
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Daily Checklist Review Trip Report Gallons Delivered and Gallons Meter equal Mileage is accurate Account for variance Review Journal Gallons match Trip report Gallons Deliver...
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To change the posting date a fter finished with m onth end, go to Supervisor Menu / Set Up Options and select Change Posting Date . Change the date on all Divisions to the last day of the month just completed. This will stop any postin...
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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 A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially us...
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Review all journals to be sure they are in balance. Front screen should match the history and bucket totals. Trip report should match the journal. ...
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Update many monitor thresholds at once by running the Update Monitor Threshold utility located at Supervisor Menu / Processes / Utility Menu / Update Monitor Thresholds . When the button is selected a warning that the utility will update all monit...