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Overview
A listing of all Energy Product Delivery Orders (PDO) is available in SKY Energy. The list can be narrowed down by selecting the Filter icon and entering a filter criteria or or any grid cell with the search bar located in th...
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SKYR-1060 / Budget Billing Paid Status Link – Selecting the Paid status from Budget Billing tab opens the Customer's Payments page in SKY Customer in a new tab.
Why – To give more visibility on billing details that already exists i...
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A visual of all tanks is available in SKY Energy. Enter a City or Zip Code in the Select a Location window and select Set Default Location to load map data. This is the default location the map loads to when opening the Map tab, but ...
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Jobs Jobs are defined as Product Delivery Orders or Maintenance Work Orders entered through the Energy module. Product Delivery Orders and Maintenance Work Orders show up in the Energy Work Orders window. The tickets that show in the work order ...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Profitability dashboard is used to view profitability by several dimensions to understand the most profitable areas. The Summary tab shows an overview wit...
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Purpose
The Cash Flow dashboard displays the inflow and outflow from operations, investing, and financing. The year-to-date number displays at the top followed by the current fiscal month then the prior fiscal month.
Details
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Purpose This dashboard gives the ability to see if undeposited Payments and Journal Entries do not match the current balance of the Cash on Hand account. Details Filter account information across the dashboard by selecting the desired accoun...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Not on Invoice tab displays Products not included on any Invoice for the current data. The Zero Sum Quantity tab displays Products that have been invoi...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Iowa Export Refund Request dashboard generates the Iowa Motor Fuel Exported Refund request based on Fiscal Month or Date Range sales. Details Generate...
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This dashboard is based on data from a scheduled extract that occurs daily and honors User restrictions based on login Location. Purpose The Cash Needs dashboard reflects unpaid AP Bills for the entire company. Details The Bills Due this Mon...