BD Tank Master Setup - General field descriptions

Indicates if the tank is active or inactive. You can search for active/inactive tanks in the BD Tank Master Setup search panel or in BD Tank Inquiry.

The address associated with the customer or customer ship to record is displayed. It cannot be changed.

Optionally, specify a location for the tank. This is for information only and may assist your driver when refilling the tank at the customer’s site. For example, Behind Shop.

Specify the bulk product in this field. The tank contents must be set up in Product Setup as a Bulk Delivery item.

Specify the date the tank is set up at the customer location.

Specify the tank description.

Select the warehouse associated with the bulk tank. It must be set up in Product Warehouse Description Setup.

This field is update automatically, unless the Override option is selected, when these actions occur:

• When you run BD Administrator Tank Calculations Report
• When you complete a bulk delivery or pickup and the order is updated to Stage 3 (Shipped)

It can also be manually updated.

Select the Override option to prevent this field from being updated automatically. You may choose to override the automatic calculation of the Current Tank Level for new tanks with little to no history, or when the calculated value is suspect. The Override option is unchecked when a new delivery or pickup is completed for the tank, the order is updated to Stage 3 (Shipped), and the number of tank transactions is greater than or equal to the Transactions to Release Tank Overrides field value specified on the SA Administrator Options - Documents - Sales Orders - Processing screen.

This field is updated when you run BD Administrator Tank Calculations Report, unless the Override option is selected. It can also be manually updated.

Select the Override option to prevent this field from being updated by BD Administrator Tank Calculations Report. You may choose to override the automatic calculation of the Daily Usage for new tanks with little to no history, or when the calculated value is suspect. The Override option is unchecked when a new delivery or pickup is completed for the tank, the order is updated to Stage 3 (Shipped), and the number of tank transactions is greater than or equal to the Transactions to Release Tank Overrides field value specified on the SA Administrator Options - Documents - Sales Orders - Processing screen.

This field is normally updated when you run BD Administrator Tank Calculations Report, but can be manually updated. This reflects the fill by date for tanks with a Service Type of Keep Fill or Fill Cycle.

This field is normally updated when you run BD Administrator Tank Calculations Report, but can be manually updated.

This field is updated automatically when you complete a delivery and record it in Sales Shipping Feedback Entry and the order is updated to Stage 3 (Shipped), but can be manually updated.

This field is informational only and is not updated by any Bulk Delivery or Pickup process. This reflects the quantity in the tank when the meter was last read and the date of the last reading. This is recorded by your driver on the meter ticket or driver card.

This field represents the ID of a monitoring system attached to the tank. Monitoring systems are used to access tank data and generate alerts. This field is informational only and is not updated by any Bulk Delivery or Pickup process.

The date by which the used bulk products must be picked up from the customer BD tank. This value is updated automatically when the BD Administrator Tank Calculations Report is generated. This value can also be updated manually.

The estimated date by which the customer BD tank is expected to be full. This value is updated automatically when the BD Administrator Tank Calculations Report is generated. This value can also be updated manually.

The date when the customer BD tank was last emptied. This value is updated automatically when the used bulk product is picked up, recorded in the Sales Shipping Feedback Entry screen, and the order is updated to Stage 3 (Shipped). This value can also be updated manually.

Select the form of measurement used to mark the level of the tank contents. Your options include Eighths or Percent. You can also leave this field blank.

If it is blank, Percent is assumed when recording the tank level after delivery or pickup, during Sales Shipping Feedback Entry.

Specify the size of the tank. For example, 1000 (gallons).

Select a unit of measure for the tank. Bulk delivery or pickup units of measure are set up in SA Table Code Value Setup-Bulk Delivery Unit.

Specify the amount of bulk product in the tank that cannot be extracted or pumped out of the tank. This is used by BD Administrator Tank Calculation Report to determine usage. Specify the amount in the same unit of measure as defined in the Unit field.

This amount is automatically calculated by BD Administrator Tank Calculations Report. It cannot be manually set. Line Point/Maximum is calculated as:

Order Point/Minimum + Lead Time Demand

Line Point is not calculated for Will Call or Empty Will Call tanks, as no Delivery Due Date or Pickup Due Date is calculated for this tank type.

The lowest quantity you should have available for sales and transfers. Order Point/Minimum is calculated by BD Administrator Tank Calculations Report after determining these values:

• Projected Lead Time: Delivery Due Date - Current Date
• Lead Time Demand: Daily Usage * Projected Lead Time

Order Point/Minimum = Lead Time Demand + Safety Allowance

Order Point is not calculated for Will Call or Empty Will Call tanks, as no Delivery Due Date or Pickup Due Date is calculated for this tank type.

The safety allowance is also called safety stock.

For Fill service types, this value is additional bulk stock that you use as a buffer during calculations to prevent a tank from going empty due to higher than expected daily usage. The safety allowance directly affects the order point. You must manually specify a safety allowance amount or percent. It is not calculated during BD Administrator Tank Calculations Report.

For Empty service types, this value indicates the safe stock level at which the BD tank must be emptied. To ensure timely pickups before the tank reaches full capacity, this value must be less than the Tank Size value.

Select a type for the Safety Allowance, either Quantity or Percent.

Specify an asset identifier, if one is assigned. This field is for information only.

Specify the owner of the tank. For example, customer, distributor, 3rd party, etc.