Fuel - Process EFI
The process routine takes the loaded EFI data and updates the data in RTA—just as if the fuel tickets had been entered into the RTA system manually. The difference is that instead of taking a few hours, hundreds of transactions can be processed in only a few minutes! As long as there are no problems with the transactions processed, the vehicle meter reading, fuel usage, and fuel cost will be updated.
This is the last time that a user will be able to update or delete transactions from the load before they affect data in real time.
Select Fuel > Process EFI from the side bar - this screen defaults automatically after doing the load and review exceptions actions in rapid succession
Optional: Select the ‘Filter by: Last Known Upload’ and select the dates you wish to process
Select Process and a prompt will appear to process the transactions with an additional option for transactions that have the “asset not found” exception
The full prompt will read: “Process Transactions: You are about to process [number of transactions] fuel transactions. This will post odometers, fuel costs, and quantities to the assets listed.” Then below that, there will be a check box. Next to the check, there will be text that explains: “If selected, this will also process transactions for assets that are not found. Double check those transactions before processing.” Then below that, it will ask: “Are you sure you want to continue?”
The option to essentially disregard the “Asset Not Found” exception can be done by selecting the option within the prompt to “Include Assets Not Found”
Why would you want to do this? - If your fleet has “fuel-only” vehicles meaning you don’t provide maintenance or repairs but do want to track fuel costs. You are not adding those assets to your Fleet360 program but you still want to account for fuel costs
By selecting the option to post transactions for assets not found, any transactions with the “Asset Not Found” exception will be posted, disregarding the exception type
Select Process again to complete the process.
Once the EFI transactions are processed, be sure to review them for any process errors.
Read the chart below to view the errors
Message | What it means | What to do |
|---|---|---|
Vehicle Not Found | The Vehicle Number or Card Number coming from the Fuel System Does not match an RTA Asset Number or Cross Reference Number | Three General Fixes:
|
Inconsistent Fuel Type | The Fuel Transaction Fuel Type Does not match the Primary Fuel Type set in the Asset Record | If you did not initially set the Fuel Type in the Asset File then set it. See Setting the Fuel Type from the Fluids Panel in the Asset File |
Fuel quantity greater than tank capacity | The Fuel Transaction has a greater fuel quantity then the Vehicle can physically hold (Tank Size) | If the Asset did not have a tank capacity setup initially you will want to do this first. See Setting the Tank Capacity from the Fluids Panel in the Asset File OR There may be truly be an issue with the Fuel Transaction |
Meter exceeds allowable mileage limit | The Miles/Hours/Kilometers traveled for the Fuel Transaction Exceeds the “Maximum” Factor (Typically set behind the scenes to 3X) based on the Expected Average MPG Set in the Asset File | First if the Asset was not set with a suggested Average MPG then you will want to make sure you have a good number in each Asset Record. Setting the Average MPG from the Fluids Panel in the Asset File This also may reflect an odometer issue in the Fuel Transaction itself or an Odometer issue in the Asset File |
Mileage high for average mileage | The Miles/Hours/Kilometers traveled for the Fuel Transaction Exceeds the “High” Mileage Factor (Typically set behind the scenes to 1.5X) based on the Expected Average MPG Set in the Asset File | First if the Asset was not set with a suggested Average MPG then you will want to make sure you have a good number in each Asset Record. Setting the Average MPG from the Fluids Panel in the Asset File This also may reflect an odometer issue in the Fuel Transaction itself |
Mileage Low for average mileage | The Miles/Hours/Kilometers Odometer Reading coming in from the Fuel Transaction is less then the current Fuel Meter Reading in the Asset File. | This is usually indicative of a Fuel File loaded out of sequence. For Example Loading Wednesday Fuel file before loading Monday’s of the same week. The Wednesday readings have already updated. Thus pulling Mondays fuel at lower readings would throw these exceptions. OR again is could be an Odometer issue either in the Asset File or the Fuel Transaction File |