Index

A  B  C  D  E  F  G  H  I  K  L  M  N  O  P  R  S  T  U  V  W 

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A

AAIs

See Automatic accounting instructions

Additional Tank Information form, 27.4.1

access to, 27.4.2

Allowed products, 29.1

deleting obsolete records, 29.1.1

updating all tanks, 29.1.1

Allowed Products Matrices form, 29.1

Asphalt and bitumens

Heated tanks, 3.4.1

Maintaining ASTM tables, 37.1

ASTM tables, 37.1

Automatic accounting instructions, 32.1

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B

Blend Categories window

adding and deleting categories, 27.3.1

Branch/plant constants

See Depot constants

Branch/Plant Constants - Page 1 form, 20.3

Branch/Plant Constants - Page 2 form, 20.2

Branch/Plant Constants - Page 3 form, 20.3

access to, 20.3.1

Bulk item setup, 24.1

additional item information, 25.5

additional units of measure, 24.3.2

bulk product information, 24.5

by depot, 25.1

assigning lot numbers, 25.3.1

cost revisions, 25.4

defining cost methods, 25.4

defining primary location, 25.3

primary location window, 25.3

copying an existing item, 24.2.1

default temperature and density, 24.5

default units of measure, 24.3

depot/product information, 25.5

for fill, repack, and decant movements, 24.4.2

item branch information

deleting an item, 25.2.1

item information by depot, 25.2

item units of measure, 24.4.1

unit of measure conversions, 24.4

Bulk Product Information form, 24.5

adding an item, 24.5.1

changing an item, 24.5.1

deleting an item, 24.5.1

Bulk Product Receipts form, 9.1.1

Bulk Product Transaction Details form, 16.2

Bulk Product Transaction Inquiry form, 16.2

access to, 16.2.1

Bulk Stock Adjustments form, 5.2

fold area, 5.2

Bulk stock control

features, 1.2

integration with other systems, 1.1

management flow, 1.2.5

system setup, 31.2

tables used, 1.4

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C

Calculating gain or loss for received products, 10.1

Calculating volume for a simultaneous movement, 6.3

Calculating volume for a stock movement, 6.2

Calculating volume from dip readings, 6.1

Calculating volume from weighbridge information, 7.1

Commingled stock, 4.1

locations, 21.1

receipt of, 9.1.2

review, 16.4

review availability, 16.4.1

review transactions, 16.4.1

Commingled Stocks Inquiry form, 16.4

Constants

See Depot constants

Container Management

billing methods, F.4.4

summary, F.4.4

transaction, F.4.4

business considerations, F.4

Container Management Extraction Server, H.1

generating the Container Management Extraction Server Report, H.3

report, H.3

deposit and rental fee accounts, F.4.2

generating container transaction reports

generating the Container Location Report, H.7.6

generating the Container Reconciliations report, H.7.3

generating the Customer/Distributor Balance Statement, H.7.1

generating the Container Location Report, H.7.6

generating the Customer/Distributor Balance Statement, H.7.1

Summary Level Invoicing report, H.7.1

Transaction Level Invoicing report, H.7.1

overview, E.1

processing container transactions

generating reports, H.7

overview, H.1

processing deposits, rental fees, and refunds, H.4

reviewing container information, H.8

running Container Management Extraction, H.2

processing deposit, rental fee, and refund sales order lines

generating the summary invoice, H.6

generating the transaction invoice, H.6

processing deposits, rental fees, and refunds, H.4

generating the Container Billing report, H.5

processing deposit, rental fee, and refund sales order lines, H.6

receipt of container, F.3.1

reviewing container information

Container Deposit Inquiry form, H.8.1

Container Transaction Inquiry form, H.9, H.9

reviewing container transactions, H.9

reviewing customer container deposits, H.8.1

setting up container cross-references, G.2

defining item cross-reference types, G.2, G.2

Item Cross-Reference form, G.2

Item Cross-Reference Revisions form, G.2

setting up item cross-reference relationships, G.2

User Defined Code Revisions form, G.2, G.2

setting up Container Management

AAIs, G.1.6

invoice cycle, G.1.7

item types, G.1.3

order activity rules, G.1.2

order line types, G.1.1

overview, G.1

print messages, G.1.5

setting up container item cross-references, G.2

setting up pricing schedules, G.4

user defined codes, G.1.4

setting up container preferences

Container Deposit/Rental form, G.3.2, G.3.2

creating a container deposit/rental preference, G.3.2

creating a print messages preference, G.3.7

creating a unit of measure preference, G.3.5

creating an invoice cycle preference, G.3.4, G.3.4

Invoice Cycle form, G.3.4, G.3.4

Invoice Cycle form (preference revisions version), G.3.4

Preference Profiles form, G.3.2

Pricing Unit of Measure form, G.3.6

Pricing Unit of Measure form (preference revisions version), G.3.6

Print Messages form (preference inquiry version), G.3.8, G.3.8

Print Messages form (preference revisions version), G.3.8

setting up pricing schedules, G.4

types of containers, F.4.1

understanding Container Management, F.1

container life cycle diagram, F.2

filling the container, F.3.2

processing sales orders, F.3.3

recording the receipt of the container, F.3.1

system flow, F.3

Conversions

calculating standard volume, C.1

routines, C.1

standard unit of measure

deleting a conversion factor, 22.2.1

setup, 22.2

UDC special handling codes, 24.3.2

volume to weight, 22.2.1

Cost methods

changing, 25.4.1

define, 25.4

deleting, 25.4.1

displaying, 25.4.1

Cost Revisions form, 25.4

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D

Default Tank Information form, 28.1.1

fold area, 28.1.1

Default Units of Measure form, 24.3.1

Define Warehouse Locations form, 21.1.1

Defining a primary depot location, 25.3

Defining cost methods for bulk items, 25.4

Defining default units of measure for bulk items, 24.3

Defining depot temperature and density, 20.3

Defining format specifications for a depot location, 20.2

Defining item temperature and density, 24.5

Defining product groups, 29.1

Defining tank temperature and density, 28.1

Depot setup

constants, 20.1

location format specifications, 20.2

default temperature and density, 20.3

locations, 21.1

commingled stock, 21.1

deleting, 21.1.2

Depot/Product Information form, 25.5

update reconciled through date, 25.5.1

Dip measurement

See Dip readings

Dip readings, 3.4.1

calculating volume, 6.1

electronic tank gauging device, 13.2.1

moving large quantities, 6.2.1

multiple dip readings, 6.2.1

recording initial dip, 13.2.1

recording tank dips, 13.2

Dip volume calculator

access discharge meter readings, 6.3

access from bulk product receipts, 9.1.2

access to, 6.1.1

use with four point analysis, 10.1.1

Dip Volume Calculator form, 6.2

Discharge Meter Readings form, 6.3

access to, 6.1.1

Discharge Meter Readings window

fold area, 6.3

Dry dip, 3.4.1

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E

Enter Receipts by Purchase Order form, 9.1.1

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F

Floating roof

described, 3.4.1

Flow meter setup, 26.1, 30.1

attaching notes, 30.1.1

changing current product, 30.1.1

meter master maintenance, 30.1

Forms

Additional Tank Information, 27.4.1

Allowed Products Matrices, 29.1

Blend Categories, 27.3

Branch/Plant Constants - Page 1, 20.3

Branch/Plant Constants - Page 2, 20.2

Branch/Plant Constants - Page 3, 20.3

Bulk Product Information, 24.5

Bulk Product Receipts, 9.1.1

Bulk Product Transaction Details, 16.2

Bulk Product Transaction Inquiry, 16.2

Bulk Stock Adjustments, 5.2

Commingled Stocks Inquiry, 16.4

Container Deposit Inquiry, H.8.1, H.8.1

Container Deposit/Rental, G.3.2, G.3.2

Container Transaction Inquiry, H.9, H.9

Cost Revisions, 25.4

Default Tank Information, 28.1.1

Default Units of Measure, 24.3.1

Define Warehouse Locations, 21.1.1

Depot/Product Information, 25.5

Dip Volume Calculator, 6.2

Discharge Meter Readings, 6.3

Four Point Analysis Maintenance, 10.1

Gain/Loss Inquiry, 13.5.1

Invoice Cycle, G.3.4, G.3.4, G.3.4

Invoice Cycle (preference revisions version), G.3.4

Item Branch Information, 25.2

Item Cross-Reference, G.2

Item Cross-Reference Revisions, G.2

Item Master Information, 24.2, 25.2

Item Units of Measure, 24.4.1

Meter Master Maintenance, 30.1

Meter Reading Inquiry, 16.5

Monthly Tank Stock Status, 16.3

Multi-Meter Readings, 12.2.1

Multi-Tank Dip Reading Input, 13.2

Operational Reconciliations, 13.3.1

Preference Profiles, G.3.2

Pricing Unit of Measure, G.3.6

Pricing Unit of Measure (preference revisions version), G.3.6

Primary Location, 25.3

Reconciliation History Review, 14.2

Reconciliation Status Change, 14.3.1

Reconciliation Status Inquiry, 14.3

Repacking, 5.4

Review/Approve Variances, 12.3.3, 13.3.3

Standard Units of Measure, 22.2

Tank Master Maintenance, 27.2

Tank Reading Inquiry, 16.6

Tank Strapping Table Maintenance, 27.5.1

Throughput Reconciliations, 12.3.1

User Defined Code Revisions, G.2, G.2

Weighbridge Information, 7.1

Four point analysis, 10.1

dip volume calculator, 10.1.1

illustration, 10.1

record standard quantities, 10.1.1

Four Point Analysis Maintenance form, 10.1

access to, 10.1.1

fold area, 10.1

protecting records, 10.1.1

record disposition, 10.1.1

reverse a receipt, 10.1.1

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G

Gain

recording, 5.4

Gain or loss, 5.4

calculate during receipt, 9.1.2

calculate for received products, 10.1

example, 5.4

four point analysis, 10.1

Gain/Loss Analysis report, 13.5

Gain/Loss Inquiry, 13.5.1

repacking, 5.4

Gain/Loss Inquiry form, 13.5.1

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H

Heated tank

described, 3.4.1

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I

Initial meter reading, 12.2.2

Innage

See Wet dip

Intra-depot stock movements

See stock movements

Item

See Bulk item setup

Item Branch Information form, 25.2

deleting an item, 25.2.1

Item Master Information form, 24.2, 25.2

copying an existing item, 24.2.1

deleting a record, 24.2.1

Item Units of Measure form, 24.4.1

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K

Kit items, 5.3

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L

Loss

recording, 5.4

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M

Management

generating the Container Reconciliations report, H.7.3

reviewing container information

Container Deposit Inquiry form, H.8.1

Measurement and conversion, 3

See Conversions

Meter Master Maintenance form, 30.1

Meter Reading Inquiry form, 16.5

access to, 16.5.1

Meter readings, 6.3

closing, 12.2

deleting, 16.5.1

initial reading, 12.2.2

locating previous, 12.2.2

meter master, 12.2.2

performing conversions, 12.2.2

record, 12.2.1

review, 16.5

Monthly Tank Stock Status form, 16.3

Moving large quantities, 6.2.1

Multi-Meter Readings form, 12.2.1

Multi-Tank Dip Reading Input form, 13.2

electronic tank gauging device, 13.2.1

fold area, 13.2

recording initial dip, 13.2.1

review tank information, 13.2.1

review tank readings, 13.2.1

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N

Next numbers, 34.1

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O

Operational reconciliation, 13.1

approve, 13.3.3

change status, 14.3.1

correcting variances, 13.3.2

definition, 1.2.5

history, 14.2

Multi-Tank Dip Reading Input form, 13.2

print reports, 13.3.3

process illustration, 11.2.2

reconcile, 13.3.1

review status, 14.3

update, 13.4

results of, 13.4

Update Operational Reconciliations report, 13.4

updating transaction status, 13.3

Operational Reconciliations form, 13.3.1

Out of Service Meter Quantity window, 12.3.2

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P

Primary Location form, 25.3

how to display, 25.3.1

Processing operational reconciliations, 13.1

Processing throughput reconciliations, 12.1

Product

See Bulk item setup

Programs and IDs

P00051 (user defined code revisions), G.2, G.2

P4007 (preference profiles), G.3.2

P40200 (container deposit/rental), G.3.2

P40200 (invoice cycle preference), G.3.4

P40200 (pricing unit of measure), G.3.6

P40200 (print messages/preference inquiry), G.3.8

P40300 (container deposit/rental), G.3.2

P40300 (invoice cycle preference), G.3.4

P40300 (invoice cycle preference revisions), G.3.4

P40300 (pricing unit of measure), G.3.6

P40300 (print messages/preference inquiry), G.3.8

P40300 (print messages/preference revisions), G.3.8

P4100 (define warehouse locations), 21.1.1

P410012 (branch/plant constants - page 2), 20.2

P410013 (branch/plant constants - page 1), 20.3

P410013 (branch/plant constants - page 3), 20.3

P41002 (item units of measure), 24.4.1

P41003 (standard units of measure), 22.2

P4101 (item master information), 24.2, 25.2

P41012 (default units of measure), 24.3.1

P41018 (bulk product information), 24.5

P41021W (primary location), 25.3

P41026 (item branch information), 25.2

P41029 (depot/product information), 25.5

P41040 (item cross-reference), G.2

P41041 (item cross-reference revisions), G.2

P4105 (cost revisions), 25.4

P41118 (container transaction inquiry), H.9, H.9

P4118 (container deposit inquiry), H.8.1

P41180 (Container Management deposits/rentals), H.5

P41182 (customer/distributor balance), H.7.1

P41185 (container location report), H.7.6

P41189 (Container Management Extraction Server), H.3

P415001 (tank master maintenance), 27.2

P415002 (additional tank information), 27.4.1

P415003 (tank strapping table maintenance), 27.5.1

P415005 (allowed products matrices), 29.1

P415006 (meter master maintenance), 30.1

P41501W (blend categories), 27.3

P415020 (update throughput transactions), 12.4

P415101 (stock movements), 5.2, 5.2, 5.4

P415102 (dip volume calculator), 6.2

P415103 (discharge meter readings), 6.3, 6.3

P415104 (weighbridge information), 7.1

P415105 (multi-meter readings), 12.2.1

P415106 (multi-tank dip reading input), 13.2

P415108 (default tank information), 28.1.1

P415109 (four point analysis maintenance), 10.1

P415111 (review/approve variances), 12.3.3

P415111 (throughput reconciliations), 12.3.1

P415112 (operational reconciliations), 13.3.1

P415112 (review/approve variances), 13.3.3

P415113 (reconciliation status change), 14.3.1

P415113 (reconciliation status inquiry), 14.3

P415114 (reconciliation history review), 14.2

P41511W (bulk product receipts), 9.1.1

P41512 (gain/loss inquiry), 13.5.1

P415201 (bulk product transaction inquiry), 16.2

P415202W (bulk product transaction details), 16.2

P415203 (tank reading inquiry), 16.6

P415205 (monthly tank stock status), 16.3

P415206 (commingled stocks inquiry), 16.4

P415207 (meter reading inquiry), 16.5

P415401 (daily product movements), 18.2

P415405 (monthly tank stock movements), 18.3

P415406 (tank strappings table report), 18.4

P42565 (print invoices), H.6

P4312 (enter receipts by purchase order), 9.1.1

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R

Readings

recording, 13.2

Receipts, 8.2

Bulk Product Receipts form, 9.1.1

by item, 9.1.2

calculating gain or loss, 9.1.2, 10.1

calculating quantity, 9.1.2

commingled stock, 9.1.2

enter receipts by purchase order, 9.1.1

of bulk product, 9.1

search for location, 9.1.2

specifying entry modes, 9.1.2

Receive and withdraw simultaneously, 6.3

Reconciliation History Review form, 14.2

Reconciliation status, 14.3

change, 14.3.1

review, 14.3

review details, 14.3.2

Reconciliation Status Change form, 14.3.1

Reconciliation Status Inquiry form, 14.3

Reconciliations, 11.2

calculated, 11.2.3

operational reconciliation, 11.2.2, 13.1

process overview, 1.2.3

See Throughput reconciliation and Operational reconciliation

throughput reconciliation, 11.2.1, 12.3.1

Recording a gain or loss on an intra-depot stock movement, 5.4

Recording an intra-depot stock movement, 5.2

Recording an intra-depot stock movement for a kit, 5.3

Recording bulk product receipts, 9.1

Recording closing meter readings, 12.2

Recording intra-depot stock movements, 5.1

Recording tank dip readings, 13.2

Repacking, 5.4

Repacking form, 5.4

Reports, 17

Container Billing, H.5

Container Management Extraction Server, H.3

Daily Product Movements, 18.2

Gain/Loss Analysis, 13.5

Monthly Tank Stock Movements, 18.3

Operational Reconciliations Summary, 13.3.4

Summary Invoice, H.6

Summary Level Invoicing, H.7.1

Tank Strappings Table, 18.4

Throughput Reconciliations, 12.3.4

Transaction Invoice, H.6

Transaction Level Invoicing, H.7.1

Update Operational Reconciliations, 13.4

Update Throughput Reconciliations, 12.4.1

Review/Approve Variances form, 12.3.3, 13.3.3

Reviewing commingled stock, 16.4

Reviewing daily product movements, 18.1

Reviewing gains or losses, 13.5

Reviewing meter readings, 16.5

Reviewing monthly tank stock movements, 18.3

Reviewing monthly tank stock status, 16.3

Reviewing operational reconciliation history, 14.2

Reviewing product transactions, 16.2

Reviewing tank readings, 16.6

Reviewing tank strappings, 18.4

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S

Setting up a bulk item, 24.1

Setting up a flow meter, 30.1

Setting up a tank, 26.2

Setting up additional bulk item information, 25.5

Setting up additional tank information, 27.4

Setting up basic bulk item information, 24.2

Setting up basic item information by depot, 25.2

Setting up basic tank information, 27.2

Setting up depot constants for bulk products, 20.1

Setting up depot locations, 21.1

Setting up item information by depot, 25.1

Setting up standard conversions for bulk items, 22.2

Setting up tank strappings information, 27.5

Setting up unit of measure conversions by bulk item, 24.4

Setup

additional units of measure, 24.3.2

bulk depot, 19.1

bulk item, 23.2, 24.1

copying an existing item, 24.2.1

information by depot, 25.1

depot constants, 20.1

depot locations, 21.1

flow meter, 26.1, 30.1

product groups, 29.1

standard unit of measure conversions, 22.2

strapping tables, 27.5

system, 31.2

automatic accounting instructions, 32.1

next numbers, 34.1

tank, 26.1, 26.2

blending tank, 27.3

default temperature and density, 28.1

tanks

product groups, 29.1

Standard Unit of Measure form

deleting a conversion factor, 22.2.1

Standard Units of Measure form, 22.2

Stock movements, 2.2

access item availability, 5.2.1

access item master, 5.2.1

access tank master, 5.2.1

ambient and weight quantities, 5.2.1

bulk item setup

for fill, repack, and decant, 24.4.2

bulk stock adjustments, 5.2

calculating volume, 6.2

common unit of measure Gain or loss

common unit of measure, 5.4.1

Daily Product Movements report, 18.2

deleting or changing, 5.2.1

enter, 5.2

entering account and subledger information, 5.2.1

gain or loss, 5.4

Monthly Tank Stock Movements report, 18.3

record, 5.1

empty containers, 5.2.1

gain or loss, 5.4

how to, 5.2

kit items, 5.3

warehouse movement, 5.2.1

repacking, 5.4

requiring quantities to balance, 5.4.1

review daily, 18.1

review journal entries, 5.2.1

search for location, 5.2.1

types of, 1.2.1, 5.1

Stock movements form, 5.2

Stock movements program (P415101)

access dip volume calculator, 6.2

Strapping

See Strapping tables

Strapping tables

correcting, 27.5.2

setup, 27.5

Strappings

Tank Strapping Table report, 18.4

System setup, 31.2

automatic accounting instructions, 32.1

next numbers, 34.1

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T

Tables

Default Tank Information (F41508), 16.6

Gain/Loss Transactions (F41512), 11.2.1, 13.5

master maintenance, A.1

Physical Tank Dips (F41511), 16.6

Tank Master (F41500), 16.6

transaction processing, A.2

Unit of Measure Conversion (F41002), 24.4

updated by operational reconciliations, 11.2.2

used by bulk stock control, 1.4

Tank gauging

See Strapping tables

Tank information

monthly tank stock status, 16.3

Tank Master Maintenance form, 27.2

Tank Reading Inquiry form, 16.6

record dip readings, 16.6.1

review density, 16.6.1

review tank totals, 16.6.1

Tank readings

review, 16.6

Tank setup, 26.1, 26.2

additional information, 27.4

additional tank information, 27.4.1, 27.4.1

allowed products matrices, 29.1

deleting records, 29.1.1

updating all tanks, 29.1.1

blanding tank, 27.3

blend categories, 27.3

adding, 27.3.1

deleting, 27.3.1

changing current tank, 28.1.2

correcting strapping information, 27.5.2

default tank information, 28.1.1

default temperature and density, 28.1

deleting records, 28.1.2

define tank, 27.2

deleting a tank record, 27.2.2

finding fixed asset number, 27.2.2

flow meter, 30.1

attaching notes, 30.1.1

changing current product, 30.1.1

product groups, 29.1

reviewing fixed assets, 27.2.2

strappings tables, 27.5

tank master maintenance, 27.2

tank strapping table maintenance, 27.5.1

Tank stock

monthly movements, 18.3

Tank stock status

review, 16.3

Tank Strapping Table Maintenance form, 27.5.1

Tank strappings

Tank Strapping Table report, 18.4

Tanks

floating roof, 3.4.1

heated, 3.4.1

illustration, 3.4.1

Temperature and density

defaults by tank, 28.1

deleting current tank values, 28.1.2

depot default, 20.3

how to measure, 3.5

using a different table for reporting purposes, 24.5.1

Throughput reconciliation

approve, 12.3.3

definition, 1.2.4

meter out of service, 12.3.2

Multi-Meter Readings form, 12.2.1

print report, 12.3.3

process illustration, 11.2.1

processing, 12.1

reconcile transactions, 12.3.1

report, 12.3.4

review/approve variances, 12.3.3

transaction status, 12.3

update, 12.4

results of, 12.4

Update Throughput Reconciliations report, 12.4.1

Throughput Reconciliations form, 12.3.1

display in standard, ambient, or weight, 13.3.2

review non-metered outgoings, 12.3.2

Transaction Details window

correcting variances, 12.3.2

Transaction information

bulk product transaction details, 16.2

bulk product transaction inquiry, 16.2

Transaction status

correcting variances, 12.3.2

throughput reconciliations, 12.3.1

updating

operational, 13.3

throughput, 12.3

Transactions

review, 16.2

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U

UDC

See User defined code lists

Ullage

See Dry dip

Updating operational reconciliations, 13.4

Updating operational transaction status, 13.3

Updating throughput reconciliations, 12.4

Updating throughput transaction status, 12.3

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V

Volume

affects of temperature and density, 3.2

calculating, 6.1

calculating for a simultaneous movement, 6.3

calculating from weighbridge, 7.1

dip readings, 6.1

dip volume calculator, 6.2

how to measure, 3.4

dip measurement, 3.4.1

strapping table, 3.4.1

weighbridge, 3.4.2

system calculations illustration, 3.3

system conversions, 3.3

Weighbridge Information program (P415104), 7.1

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W

Weighbridge, 3.4.2, 7.1

access from bulk product receipts, 9.1.2

access to, 7.1.1

access vehicle master, 7.1.1

Weighbridge Information form, 7.1

Wet dip, 3.4.1

Working with AAIs for bulk stock, 32.1

Working with ASTM tables, 37.1

Working with next numbers for bulk stock, 34.1

Working with reconciliation status, 14.3

Working with reconciliations information, 14.1