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Register for the SSI Customer Conference! | Let the AP Approval Process work for you | Grower access to the Grain Bank Statement Report | When Adding a New User, Don't Forget This Step | New eLearning Lessons for the Back Office | Upcoming Dat...
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Created On: 04/23/2024
in Education eLearnings
Agvance Accounting Reports is equipped with many reports that can make day-to-day operations more efficient. From inventory to sales to general ledger, there is a wide assortment of reporting tools to help answer whatever question has been asked...
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To avoid duplication errors in Agvance, utilize the following procedures to transfer Company and Customer Owned Tanks.
Customer Owned Tanks (Co Owns = No)
Open Agvance Energy to select the tank to be transferred in Energy Force by...
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SKY Admins have access to the Consumer Portal Management Tool featuring the Online Payments Page found under Consumer Portal in SKY Admin. Select SETUP on the Online Payments card to view Consumer Portal Merchant IDs and quickly access the Co...
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Purpose The Route Compliance dashboard can be used to see the compliance percentage of what tanks by route were delivered to based on the Optimizer schedules so it can be quickly determined which routes fall under an accepted compliance thresh...
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Purpose The EF Multiday Scheduled dashboard can be used to see routes impacted by non-compliant tanks that result in poor schedule efficiencies so appropriate action can be taken before a problem gets out of hand. Details The Printer icon ...
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Purpose The EF Contract Total Dollars/Gallons dashboard can be used to determine how many gallons and dollars are remaining on Customer Contracts. Details The Printer icon can be selected to navigate to a printer-friendly version of this das...
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FTM-3735 / Mark Booking Signed by Customer – The POST Booking endpoint will now include the ability to set the Contract Signed property on the Booking split record.
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Consumer Payment Portal Users and SKY Admins have access to the Energy Force Management tool featuring the Notifications Page. Send notifications to Consumer Payment Portal users by selecting the + New Notification icon. Choose the recipie...
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Consumer Portal Users and SKY Admins have access to the Energy Force Management tool featuring the Consumer Portal User Maintenance Page.
View customer's Email addresses used to sign up with on the Portal and associated Energy Force Cus...