ENERGY MANAGEMENT Instructor: Dawn Klingfus 1
Mar 26, 2015
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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