New Bulk Delivery module
A new module, Bulk Delivery, is added to Distribution SX.e to manage non-durable, bulk goods that are usually stored in tanks, drums, totes, pails, etc. These storage tanks are generally located on site at lube shops or dealerships. The Bulk Delivery module is used to manage the storage types and replenishment and delivery of material in each storage device.
The Bulk Delivery module can be set up to forecast replenishment and facilitate delivery of bulk products in the field. This includes estimating the quantity remaining in storage devices, such as tanks, and estimating the quantity needed to fill tanks.
Bulk Delivery can also be used to group orders for delivery by assigning them to trucks or truck compartments, and printing delivery documents such as driver cards, load sheets, and meter tickets.
Bulk Delivery functions
- Bulk product setup:
- BD Tank Master Setup
- BD Truck Master Setup
- Bulk product replenishment:
- BD Administrator Tank Calculations Report
- BD Demand Center Entry
- BD Entry Recommended Tank Replenishment Report
- Bulk delivery management:
- BD Load Center Entry
- Bulk delivery printing:
- BD Entry Print Driver Card Report
- BD Entry Print Load Sheet
- BD Entry Print Meter Ticket
- BD Entry TWL Update is used to update inventory in TWL warehouses
Updated processes
- Product Setup
Bulk materials are identified by selecting the Bulk Delivery option in Product Setup-General.
- Product Extended Cross Reference Setup
Create cross reference records for excess bulk product storage, such as for drums.
- Sales Order Entry
Bulk delivery orders may be entered in Sales Order Entry as an alternative to automatic order creation in BD Demand Center Entry. Bulk delivery products are limited to Stock Orders (SO), Return Merchandise (RM) orders, and Correction (CR) orders. A Tank ID field is added to the Advanced Line Entry window in the Extended Fields section. This field is required for products set up as bulk delivery products.
- Sales Shipping Feedback Entry
After delivery, this function is run to update the bulk product’s quantity shipped with the actual quantity of bulk product delivered. This also updates the sales order stage to Shipped (3).
- Sales Entry Invoice Processing Report
After delivery and update of the order stage, the bulk delivery sales order can be invoiced.
- SA Table Code Value Setup
Values from these new Bulk Delivery tables are used during truck and tank setup: Delivery Group, Fill Cycle, Truck Type, and Unit.
Feature activation
The Bulk Delivery module is included in the core set of modules delivered with Distribution SX.e version 21.5. To activate the Bulk Delivery module, select the Bulk Delivery Active option in SA Administrator Options-Documents-Sales Order-Processing. Enable function security for your personnel for access to Bulk Delivery functions in SA Operator Setup-Function Security.