This chapter contains these topics:
Several programs let you review information on your bulk stock. You can review the following:
Current status of tank stock
Availability and demand of stock items
Transactions affecting stock
Quantities of commingled stock
Meter and tank readings used for reconciliation
Complete the following tasks:
Reviewing Product Transactions
Reviewing Monthly Tank Stock Status
Reviewing Commingled Stock
Reviewing Meter Readings
Reviewing Tank Readings
From Bulk Stock Management (G4150), choose Bulk Stock Management
From Bulk Stock Management (G41501), choose Bulk Product Transaction Inquiry
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 (posted after the customer sales update process), or a purchase receipt.
To review product transactions
On Bulk Product Transaction Inquiry
Figure 16-1 Bulk Product Transaction Inq screen
Complete the following field:
Item Number
Complete one or more of the following optional fields:
Date From/Transaction
Date Thru/Transaction
Document Type
Branch/Plant
Tank ID
Owner/Duty
Lot
Choose a transaction.
Figure 16-2 Bulk Product Transaction Details screen
From Bulk Stock Management (G4150), choose Bulk Stock Management
From Bulk Stock Management (G41501), choose Monthly Tank Stock Status
Use Monthly Tank Stock Status to review a summary by month of all transactions that affect tank stocks. You can review only transactions that have been operationally reconciled.
To review monthly tank stock status
Figure 16-3 Monthly Tank Stock Status screen
Complete the following fields:
Branch/Plant
Tank ID
Complete one of the following optional fields:
Month/Year
Skip to Date
The system displays data in the following fields, based on your search criteria:
Opening Stock
Incomings
Outgoings
Closing Stock
Gain/Loss
Percent of Total Outgoings
Field | Explanation |
---|---|
Incomings | The total of all unreconciled incoming transactions for the document types listed in the processing options. |
Outgoings | The total of all unreconciled outgoing transactions for the document types listed in the processing options. |
Gain/Loss | The operational gain/loss calculated for that day. Gains are shown as positive and losses as negative. |
Percent of Total Outgoings | The gain/loss expressed as a percentage of the total outgoings for the reporting period. |
Topic | Description |
---|---|
Printing Tank Stock Status | If you want to print the Monthly Tank Stock Movements report, choose the Print Monthly Tank Stock Report option. |
From Bulk Stock Management (G4150), choose Bulk Stock Management
From Bulk Stock Management (G41501), choose Commingled Stocks Inquiry
Use Commingled Stocks Inquiry to review the inventory balances for tanks containing commingled or custody stock. You can display inventory balances in the following ways:
By owner, to view the balances for all tanks and products by a specific owner
By tank, to view the balance for a given tank for all owners
By product, to view the balance based on the current product in the Tank Master table (F41500)
Balances for some tanks by owner might be negative. This occurs when only one tank is current and all product has been withdrawn from that tank, regardless of ownership.
Figure 16-4 Commingled Stocks Inquiry screen
Complete one of the following fields:
Tank
Product
Owner
The system displays inventory balances relating to the search criteria, as well as the following field:
Stock Commingled
Field | Explanation |
---|---|
Stock Commingled | A stock value that identifies the type of commingled stock. If any tank for a product contains commingled stock, you must set up all tanks for that product as containing commingled stock. You also use this field to divide product in the tank into two quantities. For example, enter a value if you want to separate duty-paid from unpaid product in the same tank. If the stocks are commingled, you must record all the product movements at the "owner" level. Valid values are:
Y or 1 - Stocks are commingled for custody N or 0 - Stocks are not commingled D or 2 - Stocks are commingled for duty B or 3 - Stocks are commingled for both custody and duty Form-specific information The Stock Commingled field on Additional Tank Information must identify a tank as commingled to display on Commingled Stocks Inquiry. |
From Bulk Stock Management (G4150), choose Bulk Stock Reconciliations
From Bulk Stock Reconciliations (G41502), choose Meter Reading Inquiry
Use Meter Reading Inquiry to 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. The system stores records in the Multi-Meter Readings table (F41515).
Complete one or more of the following fields:
Branch/Plant
Status Code From
Status Code Thru
Status Range - Based On
Product
Meter Number
From Bulk Stock Management (G4150), choose Bulk Stock Reconciliations
From Bulk Stock Reconciliations (G41502), choose Tank Reading Inquiry
Use Tank Reading Inquiry to view all of the physical tank dip readings as of a specific date and time. The system displays information from the Tank Master (F41500) and Bulk Product Transactions (F41511) tables. If no dip reading is available as of the specified date, the system retrieves the data from the Default Tank Information table (F41508).
Complete the following fields:
Branch/plant
Date/Time
Skip To Item Number
Access the detail area.
Review the following fields:
Pumpable Stock
Ullage
Field | Explanation |
---|---|
Pumpable Stock | The book stock minus the unpumpable stock. |
Ullage | The capacity of the tank, minus the book stock, minus the pipeline volume. |