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Recurring Cycle Codes are used in conjunction with the Recurring Billing module located within the Posting Menu . If a Recurring Billing is applied to a customer, the Cycle Code is attached to the account in the Billing Customer List. On the Rec...
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The system uses Meter Elevation Codes in meter billing. The Meter Elevation Code is used to set the elevation the meter is located. The Meter Elevation Code is tied to the customer on the Meter Information window. The Meter Elevation Code is used ...
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Inactive Codes are used to identify why a customer’s status has been changed to Inactive within the Customer Maintenance screen. To change an inactive code, select Inactive Code on the Maintenance Table screen, select Edit/Create and make ...
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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 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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The system uses Billing Types to track budgets, payment arrangements, and contracts. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The Billing Type description will print on statem...
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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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Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...
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Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
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Transaction Code Description 9 Update Gallons Post a change to the estimated gallons left in the tank. Instead of making a delivery, make a sale zero dollars. This will update the estimated gallons left and will be recorded in cu...