1. ENERGY MANAGEMENT Instructor: Dawn Klingfus 1

2. Agenda 2 File Setup New Features Operational hints Reporting and Inquiry Interfaces

3. 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 V7 Driver number 5 long Fuel type 3 long 3

4. Tank Maintenance F2 Lookup allows for many ways to find tanks. Set default by user. 4

5. Tank Maintenance Description. Delv to and Bill to: Site info: Instructions and Comments NEW V7 Contract beginning & end dates 5

6. 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 screen 2 6

7. Tank Maintenance F5 Services Multiple Regulators and dates. Gas Check Date. Fittings & equipment to have dates added. New V7 Added date mfg for regulators 7

8. Tank Maintenance Tank size and mfg info Contract info Important Location for contracts Tax codes New V7 Percent full carries to this screen Consumption Billing 8

9. Tank Maintenance Appliances compute non degree day use. As the non degree use gets more accurate your degree day calculation get more accurate. 9

10. Ticket Maintenance NEW V7 Opt 8 Run Degree Day Update Runs the nightly program Good for after weekend updates Or if backup doesnt run 10

11. Customer, Tank and Delivery Information Shows all tanks for customer and % full Can get to comments & tank maint from this screen 11

12. 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 12

13. 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 13

14. Ticket Entry & Posting Tickets come from Interfaces or Counter invoicing The merge will ask for Degree Day if not found, could be multiple times, dont 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. 14

15. Tank Fill Maintenance This overrides the system calculating the fill date. Sets a flag until filled. 15

16. 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. 16

17. Additional Reports Insurance purposes. Date regulator changed. Send along with Driver or summer help. Between dates will print. 17

18. Additional Reporting 18 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.

19. End of Year Roll Degree Day V7 new features Move a Delivery Move All Information….. Tank Rent Driver Ranking 19

20. Thanks and dont forget the Eval…. 20