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Setup Steps
Two system settings will need updated at Supervisor Menu / Set Up Options / Agvance Setup Menu / Agvance Preferences . The API Settings, also found in the Agvance Setup Menu, will need filled in as well.
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Agvance Energy Dispatch users can view route lists displayed in a grid populated by the first 500 Ready status energy work and delivery orders based on ticket number (highest to lowest). The list can be narrowed down by selecting the Filt...
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Pending Ticket(s) To view all driver deliveries made and communicated from AME but not yet invoiced during the day, navigate to the Pending Tickets tab. When the page is refreshed, or upon the initial open of the Orders page, the Pending...
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SV-2647 / Pickup/Delivered on Delivery Ticket – When adding a Delivery Ticket, indicate if the Product(s) are being picked up or delivered. Why – This helps identify how the order was fulfilled which helps resolve any questions that may aris...
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The following steps outline the process Agvance follows to determine the pricing hierarchy when invoicing.
Booking
Agvance first looks to the price entered on a Booking.
When product is booked, the price on the Booking is honored.
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There are a few approaches to writing off all or a portion of a Customer balance - using the Write Off utility, using Pay Methods, and using Discounts.
Payment Method Setup
Setting up a Pay Method is recommended for writing off Customer ba...
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Last Updated: 06/23/2026
in Release Notes
2026 06.23.2026 AN-3781 / DealerOrderStatus Data Source – In the DealerOrderStatus data source, the Booking number now comes from the book table instead of the bookli table. AN-3780 / UACData Data Source – The UACData data source has had...
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Accounting A/R FTM-4928 / Standard Payment on Account Penny Rounding – A Penny Round section was added to the Payment on Account window to select a GL Acct and enter the Amount to round a Payment with a Cash Pay Method to a differe...
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FTM-5045 / Update Post TankReading – LPTankReadings.DaysToEmpty can now be updated through the API Post LPTankReadings.
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Add a Quick Ticket Window
To add a Quick Ticket transacti...