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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Bulk Stock Management
1.1
System Integration
1.2
Features of Bulk Stock Management
1.2.1
Intra-Depot Stock Movements
1.2.2
Bulk Product Receipts
1.2.3
Reconciliations
1.2.4
Throughput Reconciliations
1.2.5
Operational Reconciliations
1.3
Bulk Stock Management
1.4
Tables
Part I Intra-Depot Stock Movements
2
Overview to Intra-Depot Stock Movements
2.1
Objectives
2.2
About Intra-Depot Stock Movements
3
Understanding Bulk and Commingled Stock
3.1
About Bulk Stock
3.2
How Does Temperature and Density Affect Volume?
3.3
How Does the System Convert Volume?
3.4
How Do You Measure Volume?
3.4.1
Dip Measurement
3.4.2
Weighbridge Measurement
3.5
How Do You Measure Temperature and Density?
4
Understanding Commingled Stock
4.1
About Commingled Stock
5
Record Intra-Depot Stock Movements
5.1
Recording Intra-Depot Stock Movements
5.2
Recording an Intra-Depot Stock Movement
5.2.1
What You Should Know About
5.2.2
Processing Options
5.3
Recording an Intra-Depot Stock Movement for a Kit
5.4
Recording a Gain or Loss on an Intra-Depot Stock Movement
5.4.1
What You Should Know About
5.4.2
Processing Options
6
Calculate Volume from Dip Readings
6.1
Calculating Volume from Dip Readings
6.1.1
What You Should Know About
6.2
Calculating Volume for a Stock Movement
6.2.1
What You Should Know About
6.3
Calculating Volume for a Simultaneous Movement
7
Calculate Volume from Weighbridge Information
7.1
Calculating Volume from Weighbridge Information
7.1.1
What You Should Know About
8
Overview to Bulk Product Receipts
8.1
Objectives
8.2
About Bulk Product Receipts
9
Record Bulk Product Receipts
9.1
Recording Bulk Product Receipts
9.1.1
Before You Begin
9.1.2
What You Should Know About
9.1.3
Processing Options
10
Calculate Gain or Loss for Received Products
10.1
Calculating Gain or Loss for Received Products
10.1.1
What You Should Know About
Part II Reconciliations
11
Overview to Reconciliations
11.1
Objectives
11.2
About Reconciliations
11.2.1
What Are Throughput Reconciliations?
11.2.2
What Are Operational Reconciliations?
11.2.3
How are reconciliations calculated?
12
Process Throughput Reconciliations
12.1
Processing Throughput Reconciliations
12.1.1
Before You Begin
12.2
Recording Closing Meter Readings
12.2.1
Before You Begin
12.2.2
What You Should Know About
12.2.3
Processing Options
12.3
Updating Throughput Transaction Status
12.3.1
Before You Begin
12.3.2
What You Should Know About
12.3.3
Processing Options
12.3.4
Before You Begin
12.3.5
Processing Options
12.4
Updating Throughput Reconciliations
12.4.1
Before You Begin
12.4.2
Processing Options
13
Process Operational Reconciliations
13.1
Processing Operational Reconciliations
13.1.1
Before You Begin
13.2
Recording Tank Dip Readings
13.2.1
What You Should Know About
13.2.2
Processing Options
13.3
Updating Operational Transaction Status
13.3.1
Before You Begin
13.3.2
What You Should Know About
13.3.3
Processing Options
13.3.4
Before You Begin
13.3.5
Processing Options
13.4
Updating Operational Reconciliations
13.4.1
Processing Options
13.5
Reviewing Gains and Losses
13.5.1
Processing Options
14
Work with Reconciliations Information
14.1
Working with Reconciliations Information
14.2
Reviewing Operational Reconciliation History
14.2.1
Processing Options
14.3
Working with Reconciliation Status
14.3.1
Processing Options
14.3.2
What You Should Know About
14.3.3
Processing Options
Part III Bulk Stock Information
15
Overview to Bulk Stock Information
15.1
Objectives
15.2
About Bulk Stock Information
16
Review Bulk Stock Information
16.1
Reviewing Bulk Stock Information
16.2
Reviewing Product Transactions
16.2.1
What You Should Know About
16.2.2
Processing Options
16.3
Reviewing Monthly Tank Stock Status
16.3.1
What You Should Know About
16.3.2
Processing Options
16.4
Reviewing Commingled Stock
16.4.1
What You Should Know About
16.5
Reviewing Meter Readings
16.5.1
What You Should Know About
16.5.2
Processing Options
16.6
Reviewing Tank Readings
16.6.1
What You Should Know About
16.6.2
Processing Options
17
Overview to Bulk Stock Management Reports
17.1
Objectives
17.2
About Bulk Stock Management Reports
18
Review Bulk Stock Reports
18.1
Reviewing Bulk Stock Reports
18.2
Reviewing Daily Product Movements
18.2.1
Processing Options
18.3
Reviewing Monthly Tank Stock Movements
18.3.1
Processing Options
18.4
Reviewing Tank Strappings
18.4.1
Processing Options
19
Overview to Bulk Depot Setup
19.1
Objectives
19.2
About Bulk Depot Setup
19.2.1
Before You Begin
20
Set Up Depot Constants for Bulk Products
20.1
Setting Up Depot Constants for Bulk Products
20.1.1
Before You Begin
20.2
Defining Format Specifications for a Depot Location
20.3
Defining Depot Temperature and Density
20.3.1
What You Should Know About
21
Set Up Depot Locations
21.1
Setting Up Depot Locations
21.1.1
Before You Begin
21.1.2
What You Should Know About
22
Set Up Standard Unit of Measure Conversions for Bulk Items
22.1
About Standard Unit of Measure Conversions
22.2
Setting Up Standard Conversions for Bulk Items
22.2.1
What You Should Know About
Part IV Bulk Item Setup
23
Overview to Bulk Item Setup
23.1
Objectives
23.2
About Bulk Item Setup
24
Set Up a Bulk Item
24.1
Setting Up a Bulk Item
24.2
Setting Up Basic Bulk Item Information
24.2.1
What You Should Know About
24.2.2
Processing Options
24.3
Defining Default Units of Measure for Bulk Items
24.3.1
Before You Begin
24.3.2
What You Should Know About
24.4
Setting Up Unit of Measure Conversions by Bulk Item
24.4.1
Before You Begin
24.4.2
What You Should Know About
24.5
Defining Item Temperature and Density
24.5.1
What You Should Know About
25
Set Up Item Information by Depot
25.1
Setting Up Item Information by Depot
25.1.1
Before You Begin
25.2
Setting Up Basic Item Information by Depot
25.2.1
What You Should Know About
25.2.2
Processing Options
25.3
Defining a Primary Depot Location
25.3.1
What You Should Know About
25.4
Defining Cost Methods for Bulk Items
25.4.1
What You Should Know About
25.4.2
Processing Options
25.5
Setting Up Additional Bulk Item Information
25.5.1
What You Should Know About
Part V Tank and Flow Meter Setup
26
Overview to Tank and Flow Meter Setup
26.1
Objectives
26.2
About Tank and Flow Meter Setup
26.2.1
Before You Begin
27
Set Up a Tank
27.1
Setting Up a Tank
27.2
Setting Up Basic Tank Information
27.2.1
27.2.2
What You Should Know About
27.3
Setting Up a Blending Tank (Optional)
27.3.1
What You Should Know About
27.4
Setting Up Additional Tank Information
27.4.1
Before You Begin
27.4.2
What You Should Know About
27.5
Setting Up Tank Strapping Information
27.5.1
Before You Begin
27.5.2
What You Should Know About
28
Define Tank Temperature and Density
28.1
Defining Tank Temperature and Density
28.1.1
Before You Begin
28.1.2
What You Should Know About
28.1.3
Processing Options
29
Define Product Groups
29.1
Defining Product Groups
29.1.1
What You Should Know About
29.1.2
Processing Options
30
Set Up a Flow Meter
30.1
Setting Up a Flow Meter
30.1.1
What You Should Know About
Part VI System Setup
31
Overview to System Setup
31.1
Objectives
31.2
About System Setup
32
Understand AAIs for Bulk Stock
32.1
About AAIs for Bulk Stock
33
Understand User Defined Codes for Bulk Stock
33.1
About User Defined Codes for Bulk Stock
34
Understand Next Numbers for Bulk Stock
34.1
About Next Numbers for Bulk Stock
Part VII System Maintenance
35
Overview to System Maintenance
35.1
Objectives
35.2
About Four-Point Records Purge
35.3
About ASTM Table Maintenance
36
Purge Four-Point Analysis Records
36.1
Purging Four-Point Analysis Records
36.1.1
Before You Begin
36.1.2
Processing Options
37
Work with ASTM Tables
37.1
Working with ASTM Tables
37.1.1
Processing Options
Part VIII Processing Options
38
Intra-Depot Stock Movements Processing Options
38.1
General Stock Movements - Adjustments (P415101)
38.2
General Stock Movements - Tank to Tank (P415101)
39
Bulk Product Receipts Processing Options
39.1
Enter Receipts (P4312)
40
Reconciliations Processing Options
40.1
Multi-Meter Readings (P415105)
40.2
Throughput Reconciliations - Review (P415111)
40.3
Throughput Reconciliations - Approve (P415111)
40.4
Operational Reconciliations - Review (P415112)
40.5
Operational Reconciliations - Approve (P415112)
40.6
Throughput Reconciliation Report - Detail (P415403)
40.7
Throughput Reconciliation Report -Totals (P415403)
40.8
Update Throughput Reconciliations - Proof (P415020)
40.9
Update Throughput Reconciliations - Update (P415020)
40.10
Multi-Tank Dip Readings Entry (P415106)
40.11
Operational Reconciliations Summary Report (P415404)
40.12
Operational Reconciliations Detail Report (P415407)
40.13
Update Operational Reconciliations - Proof (P415021)
40.14
Update Operational Reconciliations - Update (P415021)
40.15
Gain/Loss Analysis Report (P415402)
40.16
Reconciliation History Review (P415114)
40.17
Reconciliation Status Inquiry (P415113)
40.18
Reconciliation Status Inquiry & Change (P415113)
41
Bulk Stock Information Processing Options
41.1
Bulk Product Transaction Inquiry (P415201)
41.2
Monthly Tank Stock Status (P415205)
41.3
Meter Readings Inquiry (P415207)
41.4
Tank Reading Inquiry (P415203)
42
Bulk Stock Management Reports Processing Options
42.1
Daily Product Movements (P415401)
42.2
Monthly Tank Stock Movements (P415405)
42.3
Tank Strapping Table Report (P415406)
43
Bulk Stock Information Processing Options
43.1
Item Master Revisions (P4101)
44
Bulk Item Setup Information Processing Options
44.1
Branch/Plant Item Information (P41026)
44.2
Item Cost Revisions (P4105)
45
Tank Flow Meter Setup Processing Options
45.1
Default Tank Information (P415108)
45.2
Allowed Products Matrix - Tanks (P415005)
46
Bulk Item Setup Information Processing Options
46.1
Four Point Maintenance Purge (P41509)
46.2
Asphalt Table Maintenance (P415311)
47
Processing Options In Appendices
47.1
Container Management Extraction Server (P41189)
47.2
Container Management - Deposits/Rentals (P41180)
47.3
Customer/Distributor Statement - Final (P41182)
47.4
Container Reconciliations - Update (P41185)
47.5
Container Location Report (P41183)
47.6
Container Transaction Inquiry (P41181)
A
Key Tables
A.1
Master Maintenance Tables
A.2
Transaction Processing Tables
B
Unit of Measure Conversions
C
Conversion Routines
C.1
Calculating Standard Volume
C.2
Calculating Standard Volume from Ambient Volume
C.3
Calculating Standard Volume from Weight
D
Functional Servers
D.1
About Functional Servers
D.1.1
Example: Voucher Processing Functional Server
E
Overview to Container Management
E.1
Objectives
E.2
About Container Management Processing
E.2.1
Before You Begin
F
Understand Container Management
F.1
About Container Management
F.2
The Container Life Cycle
F.3
System Flow
F.3.1
Recording the Receipt of the Container
F.3.2
Filling the Container
F.3.3
Processing Sales Orders
F.4
Business Considerations
F.4.1
Types of Containers
F.4.2
Deposit and Rental Fee Accounts
F.4.3
Deposit Layers
F.4.4
Billing Methods
G
Set Up Container Management
G.1
Setting Up Container Management
G.1.1
How Do I Set Up Container Order Line Types?
G.1.2
How Do I Set Up Container Order Activity Rules?
G.1.3
How Do I Set Up Container Item Types?
G.1.4
How Do I Set Up Container User Defined Codes?
G.1.5
How Do I Set Up Container Print Messages?
G.1.6
How Do I Set Up Container Automatic Accounting Instructions?
G.1.7
How Do I Set Up Container Invoice Cycle Calculation?
G.2
Setting Up Container Item Cross-References
G.2.1
What You Should Know About
G.3
Setting Up Container Preferences
G.3.1
Creating a Container Deposit/Rental Preference
G.3.2
Before You Begin
G.3.3
Creating an Invoice Cycle Preference
G.3.4
Before You Begin
G.3.5
Creating a Pricing Unit of Measure Preference
G.3.6
Before You Begin
G.3.7
Creating a Print Messages Preference
G.3.8
Before You Begin
G.4
Setting Up Pricing Schedules
H
Process Container Transactions
H.1
Processing Container Transactions
H.2
Running Container Management Extraction
H.2.1
Before You Begin
H.3
Generating the Container Management Extraction Server Report
H.3.1
What You Should Know About
H.3.2
Data Selection
H.3.3
Processing Options
H.4
Processing Deposits, Rental Fees, and Refunds
H.4.1
Before You Begin
H.5
Creating Deposit, Rental Fee, and Refund Sales Order Lines
H.5.1
Processing Options
H.6
Processing Deposit, Rental Fee, and Refund Sales Order Lines
H.7
Generating Reports
H.7.1
Generating the Customer/Distributor Balance Statement
H.7.2
Processing Options
H.7.3
Generating the Container Reconciliations Report
H.7.4
Before You Begin
H.7.5
Processing Options
H.7.6
Generating the Container Location Report
H.7.7
Before You Begin
H.7.8
Processing Options
H.8
Reviewing Container Information
H.8.1
Reviewing Customer Container Deposits
H.8.2
What You Should Know About
H.9
Reviewing Container Transactions
H.9.1
Processing Options
Index
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