Dylan Burkholder
Articles
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MyFuelPortal: Missing Account History Row
MyFuelPortal Account History excludes voided documents, transactions outside the searched date range, and documents matching Admin Portal document filters. Check the transaction’s type and sub-type...
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MyFuelPortal: Budget Enrollment
Customers can enroll in budgets when the Budgets Page is enabled, they have no page restriction, and their tank is eligible. The “Budgets have not been enabled” message appears when the page is dis...
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MFP - Why a Customer Cannot Request a Delivery
Delivery requests may be blocked by disabled page settings, incorrect URLs, page or delivery restrictions, automatic-delivery rules, hold status, or minimum-order criteria. Quantity selection is af...
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MyFuelPortal - How to Enable Delivery Status Tracker
The Delivery Status Tracker shows tank delivery progress through configurable status categories, messages, dates, colors, and regional restrictions. Admins enable it under Settings and configure up...
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What are Promotions in MyFuelPortal, and what happens when a customer uses one?
Article Summary:Promotions let customers enroll in a pricing plan, or send your office a request about a special offer, from the customer portal. Pre-Buy, Price Cap, and Fixed Price promotions crea...
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Why does my ACH Notice Not Show any Invoices?
MyFuelPortal ACH notices include invoice and credit tables only for C-Store automatic payments linked to a bank account. Other payment types show only the drafted total. C-Store invoices may be omi...
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MyFuelPortal - Why Can't I add an ACH Bank Account through the Portal?
Customers cannot add ACH profiles in MyFuelPortal. ACH profiles are created in Cargas Energy and processed through bank-uploaded ACH files, while eChecks are gateway profiles customers can add for ...
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When to Use a Service Job Instead of a Work Order
Summary: Cargas Energy Work Orders are designed to track a discrete set of service tasks that get billed together. Every task added to a Work Order lives in one document, and the Work Order screen ...
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How does the Projected Gallons column work in the Delivery Center
Question: Why is the Projected Gallons column blank in the delivery center? Is the Proj Gal column in the delivery center the same as the Projected Delivery Gallons on the ticket preview? Environ...
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How to edit a posted Purchase Order Receipt in Purchasing 3 Way Match
Issue / Question:I need to edit my purchase order receipt, but it is already completed.I cannot complete the Purchase Order Invoice because the Inventory Location on the Receipt doesn't match the I...