The Product Setup Locations frame allows you to create and maintain valid product lists for your designated fuel locations. Before storing or issuing fuel products from a location, you must first create and define the information for location products on this frame.
To begin, enter a valid Location that has been designated as a fuel location on Location Main or double click in the field to select one from the list of values (LOV). The location name will populate automatically.
Next, enter a valid product number from Product Main. This is a validated field, so any product you want to setup and define for the location must already exist on Product Main. The Description will populate automatically.
Enter or select a Tank Number, the Tank Type will populate automatically.
This is also a validated field, before you can use a Tank Number/Type combination, you must first create and define the combination on the Product Setup Tanks frame. If the Tank Number is part of a Tank Group, the group number and type will populate automatically.
Detailed Information
Method of Tracking Stock – Select ‘Inventory’ if the fuel will be stored and the location and issued via in-house tanks. If you are using an outside fuel vendor, select ‘Expense’.
Issue Quantity Calculation – If entering the issued quantity, select ‘Issue quantity is entered,’ if using the CNG (Compress Natural Gas) Method 1, select the second option.
Stock Limits – If you selected 'Inventory' as your method of tracking, set minimum and maximum stock levels. The maximum level is taken into account when transferring, adjusting, ordering or receiving of the product. If the tank is below the minimum limit as set here, you will not be able to transfer any fuel from that tank.
Stock Status
All but two fields on the Stock Status tab are read-only. You can set the Unit Cost and the Per Transaction Charge for the fuel location/product combination.
If this product at this location has a different cost than the product’s cost on Product Main, you can enter that cost in the Unit Cost field.
Use History
The Use History tab displays read-only information about the last receipt of the product, last date the product was transferred (if applicable), and the last dates of issue, order, and physical inventory for the product at that fuel location.
System Flags
1045 - Type of Pricing to Use for Products? (I/R/L) - 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).
Last Updated: 10/12/2016
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.