You can use the followinglinkto register to re-watch the webinar where this training material was presented on 6/19/2020.
Upgrade to SQL Database
Upgrade Your Sites
As of Last week 60% of the Network sites have been updated and PacPride continues to plan for remaining sites to be updated by 7/1 in time for a cutover.
Contact your Account Manager if for any scheduling questions on when your sites will be upgraded if they have not been completed yet.
PacPride also recommends the following a day or two after their sites are upgraded.
Go ontopacpridenet.com, run a transaction report and make sure the products they dispense are correct.
If they are not, the site may not have been set up incorrectly or the transfer price set up is for a different product then they actually dispense.
They should emailConvCoorHelp@fleetcor.comattaching the report identifying the site and the product they expected to see.
We are here to help you support you and answer your questions at any time during this transition!
We anticipate this to be a very busy time, and we will have multiple team members assisting on this transition.
We recommend that all communications occur via helpdesk, or our general support email address of support@irely.com and to not email any iRely staff directly.
This will help to ensure that any available resource can assist and know the current status of where you are at in this transition.
This page is no longer in use. Your systems 'servpack' process is out of date. Please contact support to have a manual 1 time update applied to your system. Creating a helpdesk ticket, emailing or calling support all work.
Add Origin CFN Tax Code Maintenance
Add Origin CFN State Code Maintenance
From Menu Select - Other Accounting > Card Fueling > CFN Setup Menu > CFN Tax Code Maintenance
Verify by Printing Report that records exists or Scroll Through Records
Adjust Tax X-Reference of CFN Tax Codes to desired iRely Tax Code
This only pertains to Remote and Extended Remote/Retail Transactions
Your Local Transactions will continue to use the Tax Rates setup that is on Location Maintenance
Note - CFN PT file breaks out additional taxes for Federal Lust and Federal Environmental Fees that were not itemized on the PacPride LOCBILL file
This will result in taxes being reported in LC taxes that were not previously reported
CFN Tax Code
Description
Default iRely Value
0102
Federal Gas Excise
FET
0103
Federal Diesel Excise
FET
0105
Federal Oil Excise
FET
0106
Federal CBOB Ethanol (10%) Excise
FET
0107
Federal Ethanol (7.7%) Excise
FET
0108
Federal Gasohol Excise
FET
0109
Federal CNG Excise
FET
0110
Federal Propane Excise
FET
0111
Federal Methanol Excise
FET
0112
Federal Dyed Diesel Excise
FET
0113
Federal LNG
FET
0114
Federal Aviation Gas
FET
0116
Federal E85 Excise
FET
0202
State Gas Excise
SET
0203
State Diesel Excise
SET
0205
State Oil Excise
SET
0206
State CBOB Ethanol (10%) Excise
SET
0207
State Ethanol (7.7%) Excise
SET
0208
State Gasohol Excise
SET
0209
State CNG Excise
SET
0210
State Propane Excise
SET
0211
State Methanol Excise
SET
0212
State Dyed Diesel
SET
0213
State LNG
SET
0214
State Aviation Gas
SET
0216
State E85 Excise
SET
0302
County Gas Excise
LC1
0303
County Diesel Excise
LC1
0305
County Oil Excise
LC1
0306
County CBOB Ethanol (10%) Excise
LC1
0307
County Ethanol (7.7%) Excise
LC1
0308
County Gasohol Excise
LC1
0309
County CNG Excise
LC1
0310
County Propane Excise
LC1
0311
County Methanol Excise
LC1
0312
County Dyed Diesel Excise
LC1
0313
County LNG
LC1
0314
County Aviation Gas
LC1
0316
County E85 Excise
LC1
0402
City Gas Excise
LC2
0403
City Diesel Excise
LC2
0405
City Oil Excise
LC2
0406
City CBOB Ethanol (10%) Excise
LC2
0407
City Ethanol (7.7%) Excise
LC2
0408
City Gasohol Excise
LC2
0409
City CNG Excise
LC2
0410
City Propane Excise
LC2
0411
City Methanol Excise
LC2
0412
City Dyed Diesel Excise
LC2
0413
City LNG
LC2
0414
City Aviation Gas
LC2
0416
City E85 Excise
LC2
0501
State Sales Tax
SST
0502
State Prepay Sales Tax - Gas
PST
0503
State Prepay Sales Tax - Diesel
PST
0504
County Sales Tax
SST
0505
City Sales Tax
SST
0506
MCTD Sales Tax
SST
0507
California State Sales Tax - Gasoline
SST
0602
Additional Gas Excise Tax/Sales Tax
SST
0603
Additional DSL Excise Tax/Sales Tax
SST
0604
Additional County Fuel Tax
SST
0605
Additional City Fuel Tax
SST
0616
Special E85 Tax
SST
0702
Federal Environmental - Gasoline
FET
0703
Federal Environmental - Diesel
LC3
0705
Federal Environmental Tax - Oil
LC3
0706
Federal Environ. - CBOB Ethanol 10%
LC3
0707
Federal Environmental - Ethanol 7.7%
LC3
0708
Federal Environmental - Gasohol
LC3
0711
Federal Environmental - Methanol
LC3
0712
Federal Environmental - Dyed Diesel
LC3
0714
Federal Environmental - Aviation Gas
LC3
0715
Federal Environmental - Racing Gas
LC3
0716
Federal Environmental - E85
LC3
0801
Environmental Gas Tax (%)
LC4
0802
Environmental Gas Tax ($/gal)
LC4
0803
Environmental Diesel Tax ($/gal)
LC4
0804
Environmental Diesel Tax (%)
LC4
0805
Environmental Oil Tax ($/gal)
LC4
0806
Environ. CBOB Ethanol Tax ($/gal)
LC4
0807
Environmental Ethanol Tax ($/gal)
LC4
0808
Environmental Gasohol Tax ($/gal)
LC4
0812
Environmental Dyed Diesel ($/gal)
LC4
0814
Environmental Aviation Gas ($/gal)
LC4
0816
State Environmental E85
LC4
7101
Canada Federal G.S.T.
FET
7102
Canada Federal Gas Excise
FET
7103
Canada Federal Diesel Excise
FET
7109
Canada Federal CNG Excise
FET
7110
Canada Federal Propane Excise
FET
7231
British Columbia H.S.T.
SST
8231
British Columbia (GVTA) H.S.T.
SST
From Menu Select - Other Accounting > Card Fueling > CFN Setup Menu > CFN State Code Maintenance
Verify by Printing Report that records exists or Scroll Through Records
No changes will be needed
From Menu Select - Other Accounting > Card Fueling > Utilities Menu > Network Maintenance
Change Type of Network to "CFN"
Set CFN Transaction Version = 2
Set New Participant Number
See Host x-ref provided by PacPride for your new host number.
All Remote/Extended Remote Sites will be automatically added when a transaction occurs.
You will need to add each of your own Local Sites under the new Site Number issued by PacPride
See Site x-re provided by PacPride for your new site numbers.
From Menu Select - Other Accounting > Card Fueling > iRely Setup Menu > Location Maintenance
Open your existing Site and take a Screenshot
Add Your New Site #
Make sure ALL fields are matched from old record.
If any Critical Fields are missed this will cause errors or invalid data for posting.
Tax State + Authority ID1 + Authority ID2 + Pump Price Includes These Taxes control how taxes are calculated on the transaction
AR Location controls where Sales, Inventory, and GL entries are posted.
Repeat for all Local Sites
Customer Responsibility - Determine how to handle Local Pricing
You will not be able to setup pricing in the Controller Any Longer
If your Site Pump software can be used to setup prices, we can configure to use Pump Price.
Alternatively you can setup Index Pricing and maintain your own pricing details.
Update Index Pricing as needed
Save file to your existing pacpride folder and DO NOT Rename the file.
pt061220.csv
In most cases this will be P:\pacpride\ or c:\pacpride\
Note the file name is actually 1 day ahead of the transaction that it contains:
So you would want to download 08/02/20 #CSV to process the August 1 Transactions.
From Menu Select - Other Accounting > Card Fueling > Import Files
Enter Date of CFN Download
This will be for the Day Prior Transaction files
Enter through Participant Transaction File checkbox to default the import File Name
This should not need changed if the file has not been renamed.
Click Save button to Run the import
Recap shows New Sites that are added.
Thoroughly Verify Transactions and Pricing on Edit List
