You can use the following link to register to re-watch the webinar where this training material was presented on 6/19/2020.
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title | Preliminary Requirements |
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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 onto pacpridenet.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 email ConvCoorHelp@fleetcor.com attaching 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.
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title | 1-2 weeks before cutover |
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title | Customer Responsibility - Run Origin Service Pack - Optional but RecommendedMandatory and should be ran after June 24th |
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Run an Origin Service Packupdate your Origin System | | How to |
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| Run an Origin Service Packupdate your Origin System |
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title | iRely will add the following One Time settings by EOD 7/28/2020 |
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| - Add Origin CFN Tax Code Maintenance
- Add Origin CFN State Code Maintenance
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title | Customer Responsibility - Verify CFN Tax Code |
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| - From Menu Select - Other Accounting > Card Fueling > CFN Network Setup Menu > CFN Tax Code Maintenance
- Verify by Printing Report that records exists or Scroll Through Records
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- Adjust Tax X-Xreference 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 Site MaintenanceLocation 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
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title | Full List of CFN Tax Codes with iRely Default Values |
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| CFN Tax Code | Description | Default iRely Value |
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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 | FETLC3 | 0705 | Federal Environmental Tax - Oil | FETLC3 | 0706 | Federal Environ. - CBOB Ethanol 10% | FETLC3 | 0707 | Federal Environmental - Ethanol 7.7% | FETLC3 | 0708 | Federal Environmental - Gasohol | FETLC3 | 0711 | Federal Environmental - Methanol | FETLC3 | 0712 | Federal Environmental - Dyed Diesel | FETLC3 | 0714 | Federal Environmental - Aviation Gas | FETLC3 | 0715 | Federal Environmental - Racing Gas | FETLC3 | 0716 | Federal Environmental - E85 | FETLC3 | 0801 | Environmental Gas Tax (%) | FETLC4 | 0802 | Environmental Gas Tax ($/gal) | FETLC4 | 0803 | Environmental Diesel Tax ($/gal) | FETLC4 | 0804 | Environmental Diesel Tax (%) | FETLC4 | 0805 | Environmental Oil Tax ($/gal) | FETLC4 | 0806 | Environ. CBOB Ethanol Tax ($/gal) | FETLC4 | 0807 | Environmental Ethanol Tax ($/gal) | FETLC4 | 0808 | Environmental Gasohol Tax ($/gal) | FETLC4 | 0812 | Environmental Dyed Diesel ($/gal) | FETLC4 | 0814 | Environmental Aviation Gas ($/gal) | FETLC4 | 0816 | State Environmental E85 | FETLC4 | 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 |
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title | Customer Responsibility - Verify CFN State Code Maintenance |
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| - 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
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- No changes will be needed
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title | After Last Billing of the Old Month and Before First Billing of New Month |
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title | Customer Responsibility - Daily Processing |
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- Update Index Pricing as needed
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| Widget Connector |
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url | http://youtube.com/watch?v=J2I-cA5_kFE |
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- Save file to your existing pacpride folder and DO NOT Rename the file.
- 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.
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title | Import First PT File |
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| - From Menu Select - Other Accounting > Card Fueling > Import Files
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- 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.
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- Thoroughly Verify Transactions and Pricing on Edit List
Post Like Normal - Invoicing will Run Like Normal
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