Updated Articles

  1. Mass Update Monitor Threshold

    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...
  2. Set Up a Vendor

    Set up a different code for each vendor to track. Print a Vendor List, Vendor History, or Vendor History By Contract report by vendor number from the Propane Storage Report Menu . From the Propane Storage Menu , select Maintenance Files . Ch...
  3. Pre-Buy / Contract Posting

    Pre-Buy/Contract Posting gives the ability to allocate the number of gallons that should be received in a month on contracts purchased and updates gallons received from Bill of Lading Posting. Print the Vendor History Contract report that lists bi...
  4. Bills of Lading

    Bills of lading can be entered throughout the month to keep track of pre-buy/contract deliveries as well as regular deliveries from vendors. Print the Vendor History report or the Vendor History by Contract report that lists bills of lading posted...
  5. K-Factor Deviation Changes Made Report

    The K-Factor Deviation Changes Made report is located at Main Menu / Management Reports / Exception Report Menu / K-Factor Deviation Changes Made and is designed to display if changes are actively being made based on the Deviation report. ...
  6. 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...
  7. Inventory Transfer File Specifications

    Field Name Attribute Picture Start  Position Size Description Trip Id Numeric 9 1 9 EnergyTrack Trip ID Seq Number Numeric 2 11 2 Import sequence number per trip Transaction Date Date MM/DD/YY 14 8 Date...
  8. EnergyService Inventory

    The Inventory module is where all items that are used to provide service to customers are entered and adjustments are made. Inventory Types These are the types of inventory items that will be tracked in EnergyService such as Tracked Inventory,...
  9. EnergyService Vendors

    Vendor Types From the Maintenance Table menu, select Vendors . Choose Vendor Types . To create, press Ctrl+C . The Type will automatically be assigned once saved. Enter a Vendor Description then press the Down Arrow or F4 fo...
  10. EnergyService Vehicles

    Vehicle Types From the Maintenance Tables menu, select Vehicles . Choose Vehicle Types . To create, press Ctrl+C . Enter the Description of the Vehicle.  The Vehicle Type code will automatically generate once the description is saved...