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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Bulk Stock Inventory
1.1
JD Edwards EnterpriseOne Bulk Stock Inventory Overview
1.2
JD Edwards EnterpriseOne Bulk Stock Inventory Integrations
1.2.1
JD Edwards EnterpriseOne Inventory Management
1.2.2
JD Edwards EnterpriseOne Procurement
1.2.3
JD Edwards EnterpriseOne Sales Order Management
1.3
JD Edwards EnterpriseOne Bulk Stock Inventory Implementation
1.3.1
Global Implementation Steps
1.3.2
JD Edwards EnterpriseOne Bulk Stock Inventory Implementation Steps
2
Understanding Bulk Stock Inventory
2.1
Bulk Stock Inventory System Functionality
2.1.1
Features of the Bulk Stock Inventory System
2.1.2
Intra-Depot Stock Movements
2.1.3
Bulk Product Receipts
2.1.4
Reconciliations
2.1.4.1
Throughput Reconciliations
2.1.4.2
Operational Reconciliations
2.2
Bulk Stock Inventory System Tasks
2.3
Tables Used by the Bulk Stock Inventory System
2.3.1
Master Maintenance Tables
2.3.2
Transaction Processing Tables
3
Understanding Intra-Depot Stock Movements
3.1
Intra-Depot Stock Movements
3.2
Bulk Stock
3.2.1
How Temperature and Density Affect Volume
3.2.2
How the System Converts Volume
3.2.3
How Volume Is Measured
3.2.3.1
Dip Measurement
3.2.3.2
Tank Gauging and Strapping
3.2.3.3
Water and Sediment Height
3.2.3.4
Floating Roof Tanks
3.2.3.5
Heated Tank
3.2.3.6
Weighbridge Measurement
3.2.4
How Temperature and Density Are Measured
3.3
Commingled Stock
3.4
Examples of Intra-Depot Stock Movements
3.4.1
Bulk Stock Adjustments
3.4.2
Consumed in Operations - Own Use
3.4.3
Tank-to-Tank Transfer
3.4.4
Repack
3.4.5
Rebrand
3.4.6
Regrade
3.4.7
Decant
3.4.8
Fill
3.4.9
Simple Blend
3.4.10
Stock Movements in Various Situations
4
Setting Up the Bulk Stock Inventory System
4.1
Activating the Bulk Stock Inventory System
4.1.1
Form Used to Activate the Bulk Stock Inventory System
4.1.2
Activating the Bulk Stock Inventory System
4.2
Setting Up AAIs for the Bulk Stock Inventory System
4.3
Setting Up UDCs for the Bulk Stock Inventory System
4.4
Setting Up Next Numbers for the Bulk Stock Inventory System
5
Setting Up Bulk Depots
5.1
Understanding Bulk Depot Setup
5.1.1
Prerequisites
5.2
Setting Up Depot Constants for Bulk Products
5.2.1
Understanding Depot Constants for Bulk Products
5.2.2
Understanding Format Specifications for a Depot Location
5.2.3
Understanding Depot Temperature and Density
5.2.4
Prerequisite
5.2.5
Forms Used to Set Up Depot Constants for Bulk Products
5.2.6
Defining Format Specifications for a Depot Location
5.2.6.1
Location Format Specification
5.2.6.2
Location Segment Specification
5.2.7
Defining Depot Temperature and Density
5.3
Setting Up Depot Locations
5.3.1
Understanding Depot Location Setup
5.3.2
Prerequisite
5.3.3
Form Used to Set Up Depot Locations
5.3.4
Setting Processing Options for Define Warehouse Locations (P4100)
5.3.5
Setting Up Depot Locations
6
Setting Up Bulk Items
6.1
Understanding Bulk Item Setup
6.2
Setting Up Standard Conversions for Bulk Items
6.2.1
Understanding Standard Conversion Setup for Bulk Items
6.2.2
Form Used to Set Up Standard Conversions for Bulk Items
6.2.3
Setting Up Standard Conversions for Bulk Items
6.3
Setting Up a Bulk Item
6.3.1
Understanding Bulk Item Setup
6.3.2
Associating Lot Numbers to Tanks
6.3.2.1
Setting Processing Options for Associate Lot Numbers to Tanks Report (R41B110)
6.3.3
Understanding Basic Bulk Item Information Setup
6.3.3.1
Recording Quantities When the Meter Is Out of Service
6.3.4
Understanding Default Units of Measure for Bulk Items
6.3.5
Understanding Unit of Measure Conversion Setup by Bulk Item
6.3.6
Understanding Item Temperature and Density
6.3.6.1
Temperature Range
6.3.6.2
Density Range
6.3.6.3
Creating a New Conversion Table
6.3.6.4
Item Temperature and Density Definition
6.3.7
Understanding Conversion Table Setup
6.3.8
Prerequisites
6.3.9
Forms Used to Set Up a Bulk Item
6.3.10
Setting Processing Options for Item Master (P4101)
6.3.10.1
Defaults
6.3.10.2
Process
6.3.10.3
Global Update
6.3.10.4
Versions
6.3.10.5
Interop
6.3.11
Setting Up Basic Bulk Item Information
6.3.12
Defining Default Units of Measure for Bulk Items
6.3.13
Setting Up Unit of Measure Conversions by Bulk Item
6.3.14
Defining Item Temperature and Density
6.3.15
Setting Up Conversion Tables
6.4
Setting Up Item Information by Depot
6.4.1
Understanding Item Information Setup by Depot
6.4.1.1
Basic Item Information Setup by Depot
6.4.1.2
Primary Depot Location Definition
6.4.1.3
Cost Methods Definition for Bulk Items
6.4.1.4
Additional Item and Depot Information Setup
6.4.2
Prerequisite
6.4.3
Forms Used to Set Up Item Information by Depot
6.4.4
Setting Up Basic Item Information by Depot
6.4.5
Defining a Primary Depot Location
6.4.6
Setting Processing Options for Cost Revisions (P4105)
6.4.6.1
Process
6.4.7
Defining Cost Methods for Bulk Items
6.4.8
Setting Up Additional Item and Depot Information
7
Setting Up Tanks and Flow Meters
7.1
Understanding Tank and Flow Meter Setup
7.1.1
Prerequisites
7.2
Setting Up a Tank
7.2.1
Understanding Tank Setup
7.2.1.1
Basic Tank Information Setup
7.2.1.2
Blending Tank Setup
7.2.1.3
Additional Tank Information Setup
7.2.1.4
Tank Strapping Information Setup
7.2.2
Forms Used to Set Up a Tank
7.2.3
Setting Up Basic Tank Information
7.2.3.1
Processing Tab
7.2.3.2
Measurements Tab
7.2.3.3
Levels Tab
7.2.3.4
Additional Information Tab
7.2.3.5
Lots Tab (Release 9.1 Update)
7.2.3.5.1
Tank Lot Number
7.2.3.5.2
Operational Reconciliation Lot
7.2.4
Setting Up a Blending Tank
7.2.5
Setting Up Additional Tank Information
7.2.6
Setting Up Tank Strapping Information
7.3
Defining Tank Temperature and Density
7.3.1
Understanding Tank Temperature and Density
7.3.2
Form Used to Define Tank Temperature and Density
7.3.3
Defining Tank Temperature and Density
7.4
Defining Product Groups
7.4.1
Understanding Product Groups
7.4.2
Form Used to Define Product Groups
7.4.3
Setting Processing Options for Allowed Product Matrices (P415005)
7.4.4
Defining Product Groups
7.5
Setting Up a Flow Meter
7.5.1
Understanding Flow Meter Setup
7.5.2
Form Used to Set Up a Flow Meter
7.5.3
Setting Up a Flow Meter
8
Moving Stock
8.1
Understanding Stock Movement
8.2
Recording Intra-Depot Stock Movements
8.2.1
Understanding Intra-Depot Stock Movements
8.2.2
Forms Used to Record Intra-Depot Stock Movements
8.2.3
Setting Processing Options for General Stock Movements (P415101)
8.2.3.1
Process Type
8.2.3.2
Default Values
8.2.3.3
Inventory
8.2.3.4
Lot Options
8.2.3.5
G/L Info
8.2.3.6
Agreements
8.2.4
Recording Intra-Depot Stock Movements
8.3
Recording an Intra-Depot Stock Movement for a Kit
8.3.1
Understanding Intra-Depot Stock Movements for a Kit
8.3.2
Forms Used to Record an Intra-Depot Stock Movement for a Kit
8.3.3
Recording an Intra-Depot Stock Movement for a Kit
8.4
Recording a Gain or Loss on an Intra-Depot Stock Movement
8.4.1
Understanding Intra-Depot Stock Movement Gains and Losses
8.4.1.1
Example: Recording Loss
8.4.2
Form Used to Record a Gain or Loss on an Intra-Depot Stock Movement
8.4.3
Recording a Gain or Loss on an Intra-Depot Stock Movement
8.5
Calculating Volume from Dip Readings
8.5.1
Understanding Volume Calculations from Dip Readings
8.5.1.1
Volume Calculation for a Stock Movement
8.5.1.2
Volume Calculation for a Simultaneous Movement
8.5.2
Forms Used to Calculate Volume from Dip Readings
8.5.3
Calculating Volume for a Stock Movement
8.5.4
Calculating Volume for a Simultaneous Movement
8.6
Calculating Volume from Weighbridge Information
8.6.1
Understanding Volume Calculation from Weighbridge Information
8.6.2
Forms Used to Calculate Volume from Weighbridge Information
8.6.3
Calculating Volume from Weighbridge Information
9
Working with Bulk Product Receipts
9.1
Understanding Bulk Product Receipts
9.2
Recording Bulk Product Receipts
9.2.1
Understanding the Recording of Bulk Product Receipts
9.2.2
Prerequisite
9.2.3
Form Used to Record Bulk Product Receipts
9.2.4
Setting Processing Options for Purchase Order Receipts (P4312)
9.2.4.1
Defaults
9.2.4.2
Status Default
9.2.4.3
Display
9.2.4.4
Process
9.2.4.5
Tolerance
9.2.4.6
Warehousing
9.2.4.7
Currency
9.2.4.8
Versions
9.2.4.9
Flex Acct
9.2.4.10
Bulk
9.2.4.11
Interop
9.2.4.12
Workflow
9.2.4.13
Cross Docking
9.2.4.14
Cascade Receipt
9.2.4.15
WIM
9.2.4.16
Matrix
9.2.4.17
Configurator
9.2.5
Recording Bulk Product Receipts
9.3
Calculating Gain or Loss for Received Products
9.3.1
Understanding Gain and Loss Calculations for Received Products
9.3.1.1
Recording Standard Quantities
9.3.1.2
Volume Calculations for Four-Point Analysis
9.3.1.3
Receipt Reversal
9.3.2
Form Used to Calculate Gain or Loss for Received Products
9.3.3
Calculating Gain or Loss for Received Products
10
Working with Reconciliations
10.1
Understanding Reconciliations
10.1.1
Understanding Throughput Reconciliations
10.1.1.1
Processing Throughput Reconciliations
10.1.1.2
Recording Out-of-Service Meter Quantities
10.1.1.3
Reviewing Transaction Details
10.1.2
Understanding Operational Reconciliations
10.1.2.1
Example: Calculating Reconciliations
10.1.2.2
Processing Operational Reconciliations
10.2
Understanding Reconciliations Status
10.2.1
Prerequisites
10.3
Recording Closing Meter Readings
10.3.1
Understanding Closing Meter Readings
10.3.2
Prerequisite
10.3.3
Forms Used to Record Closing Meter Readings
10.3.4
Setting Processing Options for Meter Readings (P415105)
10.3.4.1
Default
10.3.5
Recording Closing Meter Readings
10.4
Updating Throughput Transaction Status
10.4.1
Understanding Throughput Transaction Status Update
10.4.2
Understanding the Throughput Reconciliations Report
10.4.3
Prerequisites
10.4.4
Form Used to Update Throughput Transaction Status
10.4.5
Setting Processing Options for Throughput Reconciliations (P415111)
10.4.5.1
Document Types
10.4.5.2
Status
10.4.6
Reconciling Throughput Transactions
10.4.7
Setting Processing Options for Review/Approve Variances (P415112)
10.4.7.1
Document Types
10.4.7.2
Throughput Rec
10.4.7.3
Status
10.4.7.4
Processing Mod
10.4.8
Approving Throughput Reconciliations
10.4.9
Setting Processing Options for Throughput Reconciliations Report (R415403)
10.4.9.1
UDC Options
10.4.9.2
Job Options
10.4.10
Running the Throughput Reconciliations Report
10.5
Updating Throughput Reconciliations
10.5.1
Understanding the Throughput Reconciliation Update
10.5.2
Setting Processing Options for Update Throughput Reconciliation Report (R415020)
10.5.2.1
UDC Tables
10.5.2.2
Status
10.5.2.3
Print Options
10.5.2.4
Update Options
10.5.3
Update Throughput Reconciliations
10.6
Recording Tank Dip Readings
10.6.1
Understanding Tank Dip Readings
10.6.2
Forms Used to Record Tank Dip Readings
10.6.3
Setting Processing Options for Tank Dip Readings (P415106)
10.6.3.1
Processing
10.6.4
Recording Tank Dip Readings
10.7
Updating Operational Transaction Status
10.7.1
Understanding Operational Transaction Status Update
10.7.2
Understanding Operational Reconciliations Reports
10.7.3
Prerequisites
10.7.4
Forms Used to Update Operational Transaction Status
10.7.5
Setting Processing Options for Operational Reconciliations (P415112)
10.7.5.1
Document Types
10.7.5.2
Throughput Rec
10.7.5.3
Status
10.7.5.4
Processing Mode
10.7.6
Reconciling Operational Transactions
10.7.7
Setting Processing Options for Review/Approve Variances (P415111)
10.7.7.1
Document Types
10.7.7.2
Status
10.7.8
Approving Operational Reconciliations
10.7.9
Setting Processing Options for Operational Reconciliation Detail Report (R415407)
10.7.9.1
UDC Codes
10.7.9.2
Status
10.7.9.3
Date
10.7.9.4
Processing Mode
10.7.9.5
Total Depot UOM
10.7.10
Running the Operational Reconciliation Detail Report
10.7.11
Running the Operational Reconciliations Report
10.8
Updating Operational Reconciliations
10.8.1
Understanding Operational Reconciliation Update
10.8.2
Setting Processing Options for Update Operational Reconciliations Report (R415021)
10.8.2.1
Date/Time
10.8.2.2
Status
10.8.2.3
Update - Y/N
10.8.2.4
Document Type
10.8.2.5
G/L Information
10.8.2.6
UDC Information
10.8.3
Updating Operational Reconciliations
10.9
Reviewing Gains and Losses
10.9.1
Understanding the Gain/Loss Analysis Report
10.9.2
Form Used to Review Gains and Losses
10.9.3
Setting Processing Options for Gain/Loss Analysis Report (R415402)
10.9.3.1
UDC Codes
10.9.3.2
Variance
10.9.4
Running the Gain/Loss Analysis Report
10.9.5
Reviewing the Gain/Loss Inquiry
10.10
Reviewing Operational Reconciliation History
10.10.1
Understanding Operational Reconciliation History Review
10.10.2
Form Used to Review Operational Reconciliation History
10.10.3
Reviewing Operational Reconciliation History
10.11
Reviewing Reconciliation Status
10.11.1
Understanding Reconciliation Status Review
10.11.2
Form Used to Review Reconciliation Status
10.11.3
Reviewing Reconciliation Status
11
Reviewing Bulk Stock Information
11.1
Understanding Bulk Stock Information Review
11.2
Reviewing Product Transactions
11.2.1
Understanding Product Transaction Review
11.2.2
Form Used to Review Product Transactions
11.2.3
Setting Processing Options for Bulk Product Transaction Inquiry (P415201)
11.2.3.1
Default
11.2.4
Reviewing Product Transactions
11.3
Reviewing Monthly Tank Stock Status
11.3.1
Understanding Reviewing Monthly Tank Stock Status
11.3.2
Form Used to Review Monthly Tank Stock Status
11.3.3
Setting Processing Options for Monthly Tank Stock Status (P415205)
11.3.3.1
UDC Doc. Types
11.3.3.2
Versions
11.3.3.3
Recon. Status
11.3.4
Reviewing Monthly Tank Stock Status
11.4
Reviewing Meter Readings
11.4.1
Understanding Reviewing Meter Readings
11.4.2
Form Used to Review Meter Readings
11.4.3
Setting Processing Options for Meter Readings (P415105)
11.4.3.1
Default
11.4.4
Reviewing Meter Readings
11.5
Reviewing Location Segment Inquiry
11.5.1
Understanding Reviewing Location Segment Inquiry
11.5.2
Form Used to Review Location Segment Inquiry
11.5.3
Reviewing Location Segment Inquiry
11.6
Reviewing Tank Readings
11.6.1
Understanding Reviewing Tank Readings
11.6.2
Form Used to Review Tank Readings
11.6.3
Setting Processing Options for Tank Dip Readings (P415106)
11.6.3.1
Process
11.6.4
Reviewing Tank Readings
A
Unit of Measure Conversion Tables
A.1
Converting Lengths
A.2
Converting Volume and Capacity
Index
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