Updated Articles

  1. Customer Balances Import Technical Specifications

    Prepare a pipe ( | ) delimited file with the following fields and save it in the DD85/Interface folder. The file should have a .txt extension and can have any name with valid characters of up to 10 characters long. The import process first read...
  2. Rack Code Utility

    To update all pricing tied to a Rack Code, go to Main Menu / Supervisor / Processes / Utility Menu / Update Rack Pricing . Enter the Division.   If the Rack Update is to apply to all Divisions/Locations, leave as 0 . Enter the Rack Code .  ...
  3. Manual Price File Update

    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...
  4. K-Factor Deviation Changes Made Report

    The K-Factor Deviation Changes Made report is located at Main Menu / Management Reports / Exception Report Menu / Deviation Changes Made and is designed to display if changes are actively being made based on the Deviation report. Input Journal ...
  5. K-Factor Delivery Analysis Report

    This report will need to be processed for at least one year’s worth of information and sent to Excel so that it will display at least three deliveries to give an average calculated K-Factor. Navigate to Main Menu / Reports Menu / K-Factor Repo...
  6. Fix a K-Factor

    Add Daily Use Remember, if adding daily use to a tank, adjust the K-Factor upward so that it is no longer trying to compensate for the daily usage. Adjust the K-Factor Many times, the last three Calculated K-Factors can be averaged.  However, if ...
  7. Julian Types

    There are four types of schedules that can be generated: Weekly – This is based on a day of the week.  This can be a single day or multiple days per week. Interval  – An Interval is based on number of days between delivery such as every 4...
  8. Julian Schedule Creation

    Scheduling Select the tank in the upper section of the Tank Info screen and choose the Location tab. Select the Schedule button. Choose the Green Checkmark to create a new scheduling rule. Select Start Empty on the Get Template...
  9. Processing Service Charges

    The service charge file must be created in order to process, review, and update service charges. Service charges can be applied to balances 30 days and more, 60 days and more, or 90 days and more. The amount applied for the service charge is determi...
  10. Payment Posting Transaction Codes

    Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s acc...