When adding a new site, follow these steps:
This is a site that calls in for a fuel delivery, rather than having automatic delivery.
1. Look up the site, or if a new customer add the site master.
2. Create a work order for the delivery. Use Recommend button to select which route to place new work on based, upon existing delivery work orders.
3. Print the individual work orders (delivery tickets) or use F4 screen to group work, and print tickets in bulk
4. When tickets are returned, create invoice entries from the work orders (tickets), either one at a time via the invoice screen or in bulk through F4. This step creates the invoice and updates the standing order service date so the degree and Julian day calculations are started again for the next delivery.
Standing Order - Sites Degree Day
This is a site that has signed up for automatic fuel delivery. The customer will be scheduled based upon the degree-day usage entered in the standing order screen.
You set up the standing order as follows:
1. Select Standing Order tab from Site Master.
2. Select “Add new” command button.
3. Enter fuel rate (will auto-populate form Site Master).
4. Select type interval = “F”.
5. Enter the last service date.
6. Switch to Fuel tab and populate Gallons/day and Gallons/degree day for the site.
7. Click command button Save
This site will have a delivery ticket (work order) generated whenever the degree-day usage brings the tank level down to the specified refill level.
Standing Order - Sites Julian only (timed accounts)
This is a site that has signed up for automatic fuel delivery based upon Julian or calendar days only. The computer will generate a delivery ticket (work order) whenever the number of days specified have passed.
You set up the standing order as follows:
1. Select Standing Order tab from Site Master.
2. Select “Add new” command button.
3. Enter fuel rate (will auto-populate form Site Master).
4. Select type interval = “F”.
5. Enter the last service date.
6. Switch to Fuel tab and enter the number of days required for next service, i.e., 180 for 6 months.
7. Select Delivery interval to “Y”
8. Leave usage for a gallons/degree day and Gallons/day zero
9. Click Save command button
The site will be scheduled on the number of days specified.
Standing Order - Sites Degree day and/or Julian only
This is a site that has signed up for automatic fuel delivery based upon Julian day or Degree-day, which ever comes first.
You set up the standing order as follows:
1. Select Standing Order tab from Site Master.
2. Select “Add new” command button.
3. Enter fuel rate (will auto-populate form Site Master).
4. Select type interval = “F”.
5. Enter the last service date.
6. Switch to Fuel tab and enter the number of days required for next service, i.e., 180 for 6 months.
7. Enter Gallons/day and Gallons/degree day for the site.
8. Click Save command button.
The site will receive a delivery ticket based upon either the usage based upon degree-day and gallons/day, or Julian days whichever comes first.
Metered Accounts
Metered accounts are used for housing developments with a main tank and metered on the individual houses. When the meter is read, the computer will prompt you for the ending meter reading and will calculate cubic feet used and convert to gallons.
The TAC system supports meter based invoicing. It's principle use is for propane meter application (conversion from cubic feet meter reading to gallons of propane).
The following are the steps to follow to activate this feature:
1. Add a Reference file 07 code METER, with box checked metered unit. This is the unit used when assigning a rental equipment to the site to indicate metered invoicing.
2. Add units to unit inventory file type METER. These are the meters.
3. Assign code METER to site customer code field. Flags the site to tell the invoicing process that it should prompt during the line item charges for start and end of meter reading.
4. Assign a unit to the site type METER. This unit holds the meter reading.
5. Set starting meter reading and save for each unit assigned to a site
6. When you invoice, and use a rate code with an ‘F” prefix, you will be prompted for a meter reading and the system will convert to gallons form cubic feet.
When you invoice, you will be prompted for a meter reading and the system will convert to gallons form cubic feet