ENERGY MANAGEMENT

Instructor: Dawn Klingfus

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Agenda

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File Setup New Features Operational hints Reporting and Inquiry Interfaces

File Setup

A constant file record must be set up for each degree day clock you are maintaining. You must have a loc 1 clock.

Other file set ups are on this menu. Fuel Type Fuel use Tank type Are required fields and

you must set these up for tank file entry.

NEW IN V7Driver number 5 long Fuel type 3 long

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Tank Maintenance

F2 Lookup allows for many ways to find tanks. Set default by user.

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Tank Maintenance

Description.

Delv to and Bill to:

Site info:

Instructions and Comments

NEW V7Contract beginning &

end dates

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Tank Maintenance

Degree Day Location – check this.

Latitude & Longitude updated from Interfaces.

K factor is degree days / gallons burned.

Useable fuel Is gallons on hand-refill point-constant burn gallons times k factor.

Fixed Number of Days

New V7 Percent full on

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Tank Maintenance

F5 Services Multiple

Regulators and dates.

Gas Check Date.

Fittings & equipment to have dates added.

New V7Added date mfg

for regulators

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Tank Maintenance

Tank size and mfg info

Contract info Important

Location for contracts

Tax codes

New V7Percent full

carries to this screen

Consumption Billing

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Tank Maintenance

Appliances compute non degree day use.

As the non degree use gets more accurate your degree day calculation get more accurate.

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Ticket Maintenance

NEW V7

Opt 8Run Degree Day Update

Runs the nightly program

Good for after weekend updates Or if backup doesn’t run

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Customer, Tank and Delivery Information

Shows all tanks for customer and % full

Can get to comments & tank maint from this screen

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Customer, Tank and Delivery Information

1 on a tanks shows tank info

You can get to tank file, customer look up and Contract look up from this screen

F6 will print this

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Customer, Tank and Delivery Information

5 on a tanks shows all deliveries to that tank

Can get to tanks and comment from this screen

Quick way to see a years deliveries

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Ticket Entry & Posting

Tickets come from Interfaces or Counter invoicing

The merge will ask for Degree Day if not found, could be multiple times, don’t ignore. How?

The Energy Master should be getting the Degree Day Update Journal.

This report will answer the Why question. Good history of k factor changes.

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Tank Fill Maintenance

This overrides the system calculating the fill date.

Sets a flag until filled.

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Delivery Reports

Detail or summary, what works best for you.

Percent Full helpful to identify tanks below criteria.

Next delivery date is adjusted every night.

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Additional Reports

Insurance purposes.

Date regulator changed.

Send along with Driver or summer help.

Between dates will print.

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Additional Reporting18

Customer information (bible), Delivery activity, Sales activity, Selected tanks and Missing tickets. Try these so you know what they provide, they may be what you are looking for.

End of Year

Roll Degree Day V7 new features

Move a Delivery

Move All

Information…..

Tank Rent

Driver Ranking

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Thanks and don’t forget the Eval….

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