Replenishing or emptying bulk delivery storage devices

Use these instructions to determine the quantities needed to replenish or empty the contents of your customers’ bulk delivery storage devices, e.g., tanks, barrels, etc. This process reviews the tank fill requirements of all tanks in the field and generates the BD Entry Recommended Tank Replenishment Report. You can accept the recommended quantities to automatically create sales orders.

Note: Run BD Administrator Tank Calculation Report before you create tank replenishment reports.
  1. Run the BD Entry Recommended Tank Replenishment Report.
    1. Select Bulk Delivery > Entry > Demand Center and click Run BDEPR, or
    2. Select Bulk Delivery > Entry > BDE Reports > BDEPR. Run the report as a stored report to run as often as needed to support your delivery or pickup schedule. You can also select One Time to run it on demand.
  2. Specify these values:
    Delivery Due Date

    Specify the date or range of dates to be included on the report.

    Route/Day/Stop

    If you assign customers and customer ship tos to a route/day/stop in Customer Setup and Customer Ship To Setup, specify a range to run the report for only those routes. This field is only available if you are running the report from the BDE Reports menu.

    Product

    Specify a product or range of products to limit the report to a specify bulk product.

    Customer

    Optionally, specify a customer or range of customers to limit the report by customer.

    Ship To

    Optionally, specify a ship to or range of ship tos to limit the report by customer ship to.

  3. If you are running the report from the BDE Menu, click Next.
  4. Specify these values:
    Warehouse

    Specify a warehouse. If you are running the replenishment report from within BD Demand Center Entry, this value is defaulted from the search panel.

    Delete Current Replenishment Recommendations (TRRs)?

    Select this option to delete all BD Entry Recommended Tank Replenishment Reports for the selected warehouse.

    Truck ID

    Optionally, specify a truck ID to pre-assign all recommendations to a specific delivery or pickup truck.

    Product Category

    Optionally, specify a product category to limit the report to bulk products assigned to a specific product category. If a product category is specified, the Product field or range is ignored. The category is assigned to a product in Product Setup.

    Include Non-matching Tanks?

    Optionally, select this option to include all bulk products at the customer’s location on the report, regardless of any other criteria specified in the ranges and options. This is useful for planning multiple tank deliveries or pickups to or from the same ship to location on the same day.

    Type of Service: (E)mpty or (F)ill

    Indicate the type of service for which the report must be generated. Possible values:

    • E: Generates the report for tanks configured with Empty service types.
    • F: Generates the report for tanks configured with Fill service types.
  5. Click Save or Run.
  6. Find the report in the Replenishment Recommendations grid in BD Demand Center Entry.
  7. Review and maintain these values directly in the grid:
    • Customer PO
    • Qty to Delivery
    • Scheduled Date
  8. When you’re ready to create orders, select the report(s) and click Create Orders.
  9. Click OK for the Question: Are you sure you want to create orders?
    The order number is noted in the Info box at the bottom of the screen.
A single order is created for each customer/ship to and scheduled date. An internal delivery transaction record (BDET) is created for each order line. The sales order header is also flagged as a Bulk Delivery order. Use BD Load Center Entry to generate the documents required for bulk order delivery or pickup. After delivery or pickup, bulk delivery or pickup orders can be invoice processed as usual, however, pick tickets are not printed.
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