To associate any product with a tank, unit, or department you must first define the product details on the Product Main frame.
Create
To create a new product, enter a new product number in the Number field. This field has a limit of two characters. After pressing tab or enter, you will be prompted to confirm that you want to create the new product. Click ‘Create’ to continue.
Next, enter a description for the new product. This field has a limit of 20 characters. For example, RG – Regular Fuel.
General Information:
Type – Select the type of product for the new product number. The choices are: Fuel, Alternate Fuel, Electric, Oil, Hard Part, Device Control, and Miscellaneous.
The types Alternate and Electric are part of the ChargePoint integration to track energy issue transactions.
Unit Issue – Select the unit of issue for the product. This is a validated field and you must first setup the codes on the Unit of Measure frame.
Markup (drop down) – The default value is ‘None’. You have the option to select either ‘Flat Markup’ or ‘Percent Markup’. The type of markup selected here determines what is entered in the ‘Pricing Information’ section.
Associated Part – You can enter or select a valid part from the Part Main Catalog. This field corresponds to a customer-specific fuel interface.
Fuel Type – You can enter or select a fuel type here. You must first setup these codes on the Fuel Type frame.
Billing Defaults:
Inside Bill Item – This is the default Billing Item for fuel charges from in-house tanks. The billing item for all types of fuel charges is FUEL CHGS, but it is adjustable by product.
Outside Bill Item – This is the default Billing Item for fuel charges from external sources. The billing item for all types of fuel charges is FUEL CHGS, but it is adjustable by product.
Mark Up Bill Item – This is the default Billing Item for any markup that will be applied to the product transaction. Markups on fuel are determined by a complex choice of a flat markup (e.g., $.25 per liter) or a percentage markup (15%). These markups can be applied by product, the owning department of the fuel, and the using department receiving the fuel.
Job Reason – Default Job Reason for issuances involving this fuel product. Job Reasons are setup and maintained on the Job Reasons frame.
Job Code – Default Job Code for issuances involving this fuel product.
Pricing Information:
Unit Price – Enter the price per unit here.
Flat Mark Up – If you selected Flat Markup from the drop down in the General Information section, enter that value here. For example, $.20 per unit.
Markup % – If you selected Markup % from the drop down in the General Information section, enter that value here. For example, a markup percentage of 10% would result in a markup of $.50 on a $5.00 transaction.
Override Std. Price – System Flag 5140 controls the display of the Override Standard Price field. The price entered here will override the standard price.
Modify
To modify a product, type the product number in the Number field or double click to select a product from the list of values (LOV). After making any necessary changes to the product details, click the Save button at the top of the frame to update the record.
Delete
You can delete a product provided it is not in use anywhere else in the system. If the product is already in use, you will not be able to delete the product. You will receive an error informing you the product is already in use on another table in the system.
To delete a product that is not in use, enter the product number or double click in the number field to select a product from the list of values (LOV). After the product data loads on the frame, click the Delete button (Red X) at the top of the frame. You will receive a prompt asking if you are sure you want to delete the product. Click ‘Delete’ to confirm the action.
System Flags
1045 – Type of Pricing to Use for Products? (I/L/R) – The unit price for products is calculated at the time of receipt. There are three methods which can be used for the calculations: I (Installation Average), L (Location Average), R (Replacement Average).
5140 – Always Bill Product Standard Price? (Y/N) – Setting this flag to ‘Y’ will bill a new standard price that can be setup from the Product Setup frame. In addition, a new field Override Standard Price will be visible on Product Main. Setting this flag to ‘N’ will hide the Override Standard Price field on the Product Setup frame.
For more information see the Fuel Process User Guide.
Last Update 07/01/2020
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.