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.
❑	Define the service type for the tank on the BD Tank Master Setup - General screen.
❑	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: