Reviewing Bulk Stock Information

This chapter provides an overview of bulk stock information review and discusses how to:

Review product transactions.
Review monthly tank stock status.
Review meter readings.
Review location segment inquiry.
Review tank readings.

Understanding Bulk Stock Information Review

Several programs enable you review information about your bulk stock. You can review bulk product transactions, monthly tank stock statuses, meter readings, tank readings, and inventory balances for tanks containing commingled or custody stock.

Reviewing Product Transactions

This section provides an overview of product transaction review and discusses how to: review product transactions.

Set processing options for Bulk Product Transaction Inquiry (P415201).
Review product transactions.

Understanding Product Transaction Review

You can review the history of all transactions for a specific bulk product or product and location. These transactions might be the result of an intra-depot stock movement, a sale (which posts after the customer sales update process), or a purchase receipt.

You can access Bulk Product Transaction Inquiry from the Bulk Stock Management menu or the Intra-Depot Stock Movements menu.

To work with meter readings, you can access the Work With Multi-Meter Readings form directly from the Bulk Stock Reconciliations menu.

Form Used to Review Product Transactions

Form Name	FormID	Navigation	Usage
Work with Bulk Transaction Inquiry	W415201A	Bulk Stock Management (G41501), Bulk Product Transaction Inquiry	Review product transactions.

Setting Processing Options for Bulk Product Transaction Inquiry (P415201)

Processing options enable you to specify the default processing for programs and reports.

Default

Document Type	Specify a document type.
Version	Specify the version of the Load & Delivery Ledger Inquiry (P49511) program. If you leave this processing option blank, the system uses ZJDE0001.

Reviewing Product Transactions

Access the Work With Bulk Transaction Inquiry form.

Reviewing Monthly Tank Stock Status

This section provides an overview of reviewing monthly tank stock status and discusses how to:

Set processing options for Monthly Tank Stock Status (P415205).
Review monthly tank stock status.

Understanding Reviewing Monthly Tank Stock Status

Use the Monthly Tank Stock Status form to review a monthly summary of all transactions that affect tank stocks. You can review only transactions that have been operationally reconciled. You can run the Monthly Tank Stock Movements report from the Work with Monthly Tank Stock Status form.

Form Used to Review Monthly Tank Stock Status

Form Name	FormID	Navigation	Usage
Work with Monthly Tank Stock Status	W415205A	Bulk Stock Management (G41501), Monthly Tank Stock Status	Review monthly tank stock status.

Setting Processing Options for Monthly Tank Stock Status (P415205)

Processing options enable you to specify the default processing for programs and reports.

UDC Doc. Types

1. User-Defined Code for document types

Enter document types for incomings and outgoings.

The system code is a user-defined code (UDC) from table 98/SY that identifies a system. Values include:

01: Address Book

03B: Accounts Receivable

04: Accounts Payable

09: General Accounting

11: Multicurrency

Record Type identifies the table that contains UDCs. The table is also referred to as a UDC type.

Versions

Bulk Product Transaction Inquiry Version

Specify the version the system uses for Bulk Product Transaction Inquiry (P415201). If you leave this field empty, the system uses ZJDE0001.

Recon. Status

Enter reconciliation range:

Enter a reconciliation range for From and To that identifies the current status in the reconciliation process.

Note. Set up Reconciliation Status - Current UDCs sequentially in the same order as the process flow. The same codes are used for Reconciliation Status - Next.

Reviewing Monthly Tank Stock Status

Access the Work with Monthly Tank Stock Status form.

Reviewing Meter Readings

This section provides an overview of reviewing meter readings and discusses how to:

Set processing options for Meter Readings (P415105).
Review meter readings.

Understanding Reviewing Meter Readings

You can review meter readings for a given product or meter for a specific time period. You can view records of reconciled stock, unreconciled stock, or both, depending on the status codes set in the processing options. You cannot delete meter readings from the Work With Multi-Meter Readings form. The system stores records in the Multi-Meter Readings table (F41515).

Form Used to Review Meter Readings

Form Name	FormID	Navigation	Usage
Work With Multi-Meter Readings	W415105A	Bulk Stock Reconciliations (G41502), Meter Readings	Review meter readings.

Setting Processing Options for Meter Readings (P415105)

Processing options enable you to specify the default processing for programs and reports.

Default

Multi-Meter Readings

Specify the Reconciliation Status Code that indicates that the transaction has been throughput reconciled. Records with this status (and any status greater than the one entered) will be protected from changes.

Identifies the current status in the reconciliation process. Entries in this field are UDCs.

Note. Set up Reconciliation Status - Current UDCs sequentially in the same order as the process flow. The same codes are used for Reconciliation Status - Next.

Reviewing Meter Readings

Access the Work With Multi-Meter Readings form.

Reading Date

Enter the date of the new closing reading.

Meter Number

Enter a number that identifies the meter.

Reviewing Location Segment Inquiry

This section provides an overview of reviewing location segment inquiry and discusses how to review location segment inquiry.

Understanding Reviewing Location Segment Inquiry

Use the Location Segment Inquiry form to review the inventory balances for tanks containing commingled or custody stock.

Balances for some tanks by owner might be negative. A negative balance occurs when only one tank is current and all product is withdrawn from that tank, regardless of ownership.

Form Used to Review Location Segment Inquiry

Form Name	FormID	Navigation	Usage
Location Segment Inquiry	W4100142B	Inventory Inquiries (G41112), Location Segment Inquiry	Review location segment inquiry.

Reviewing Location Segment Inquiry

Access the Location Segment Inquiry form.

Bin

Enter an address book number for the owner of the commingled stock.

You can review quantity information for commingled stock and determine current and future needs with the Item Availability program (P41202) from the Bulk Stock Management menu (G41501).

Reviewing Tank Readings

This section provides an overview of reviewing tank readings and discusses how to:

Set processing options for Tank Dip Readings (P415106).
Review tank readings.

Understanding Reviewing Tank Readings

Use the Tank Dip Readings program (P415106) to view all of the physical tank dip readings as of a specific date and time. The system displays information from the Tank Master File table (F41500) and the Bulk Product Transaction File table (F41511). If no dip reading is available as of the specified date, the system retrieves the data from the Default Tank Information table (F41508).

Form Used to Review Tank Readings

Form Name	FormID	Navigation	Usage
Work with Tank Dip Readings	W415106D	Bulk Stock Reconciliations (G41502), Tank Dip Readings	Review tank readings.

Setting Processing Options for Tank Dip Readings (P415106)

Processing options enable you to specify the default processing for programs and reports.

Process

1. Status Code for Dip Reading

Specify the status code beyond which a dip reading cannot be changed. This code indicates the point at which a reading has been operationally reconciled.

Identifies the current status in the reconciliation process. Entries in this field are UDCs.

Note. Set up Reconciliation Status - Current UDCs sequentially in the same order as the process flow. The same codes are used for Reconciliation Status - Next.

Reviewing Tank Readings

Access the Work with Tank Dip Readings form.

Reading Date	Enter the date of the new closing reading.
Meter Number	Enter a number that identifies the meter.