Implementing the Bulk Delivery module
Use this checklist to activate and implement the Bulk Delivery module:
| ✔ | Task |
|---|---|
| ❑ | Activate the module by selecting Bulk Delivery Active in SA Administrator Options-Documents-Sales Orders-Processing. |
| ❑ | If you are using TWL, specify a valid TWL employee in the TWL RF Employee ID field in SA Administrator Options-Documents-Sales Orders-Processing. |
| ❑ | If your customer or ship to requires a purchase order number before you can bill them, select the Require Purchase Order option in Customer Setup-Ordering or Customer Ship To Setup-Ordering. |
| ❑ | Enable access to the Bulk Delivery module functions for appropriate personnel in SA Operator Setup-Function Security. |
| ❑ | Set up bulk products in Product Setup and select the Bulk Delivery option. |
| ❑ | Set up bulk products in Product Warehouse Product Setup for those warehouse/locations that store bulk material. |
| ❑ | Set up any substitute storage drums in Product Extended Product Cross Reference Setup. After adding each record, edit it to select the Bulk Delivery option. |
| ❑ | Set up Bulk Delivery Delivery Groups, Fill Cycle service types, Truck Types, and Units in SA Table Code Value Setup. |
| ❑ | Set up bulk storage tanks in BD Tank Master Setup and assign to your customers. |
| ❑ | Setup trucks in BD Truck Master Setup. |
After you complete the required setups for the Bulk Delivery module, refer to these tasks to manage your bulk delivery products: