Procedure

1. Posting: Ensure that all weekly fuel deductions are posted by Tuesday each week.
2. Reconciliation: Complete the reconciliation process for the posted fuel deductions by the same deadline, Tuesday.
3. After confirming all fuel transactions from Monday through Sunday have been posted, go to Cemex Transport Fuel - Home. Create two new tabs and name them by week-ending date, such as 102024-EFS and 102024-LME.
4. In LoadMaster, run and save a PDF report of the posted fuel deductions. Address any errors that may prevent posting.
5. Go to the Gallons tab, and enter daily gallon amounts for each day. Retrieve this information from LoadMaster’s fuel transaction history.
6. Run two reports for reconciliation and confirmation that LoadMaster data matches EFS data. This ensures accurate payment for both Pilot and EFS transactions.
7. Access the EFS report under Home → Select Program → Reports/Exports → Enhanced Transaction Report → Saved Reports → Report #44136_Fuel Transactions Weekly Report and paste it into the EFS tab.
8. Run the second report from LoadMaster by selecting Fuel → History → Review Fuel Transaction History, and export it to Excel. Paste this data into the LME tab.
9. Reconcile the LoadMaster report, using VLOOKUPs to add terminal and company status by referencing column C (Tractor).
10. For further details, add truck stop names using VLOOKUP based on truck stop codes in LoadMaster.
11. Calculate the discounted PPG (Price Per Gallon) by adding two columns and computing Tractor Fuel Cost and discounted price using gallons in column J (Tractor Fuel).
12. Calculate the driver deduction amount from the EFS report, referencing contract numbers and in-network/out-of-network chains.
13. Calculate the total driver deduction amount from EFS and confirm it matches LoadMaster's reported amount.