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Work Orders

Work Orders are driven by transaction type.  The transaction type allows setup for any number of inbound, outbound, sample or adjustment transactions plus numerous service type transactions.

Every work order includes:

  • Transaction Type
  • Handling and can include transportation
  • Tied to a specific terminal with the option of a yard.
  • For a specific Shipper which drives the Payer.
  • For a specific type of product – dry, liquid or gas
  • One or more products can be assigned to each work order.
  • One or more consignees can be assigned to each work order.

ALL PRODUCTS ARE TIED TO SPECIFIC SHIPPERS.  USERS CANNOT LOAD AN INCORRECT PRODUCT FOR A SHIPPER.

INVENTORIES ARE SPECIFICALLY TIED TO A SHIPPER, PRODUCT, AND TERMINAL.  THEREFORE IT IS IMPOSSIBLE TO ASSIGN THE WRONG INVENTORY TO A WORK ORDER.

Transaction Types

…control what can and can’t be done with a specific work order.  For example, an “Outbound” work order would require at least one Consignee whereas an “Inbound” order wouldn’t.

Work Order Products

  • One or more products can be placed on the work order.
  • Orders can be placed by weight, gallons or units.
  • Product specific information is automatically populated on the work order, like fitting/hoses, load equipment and instructions.
  • MSDS is accessible from the work order.

Work Order Inventory

  • More than one inventory transaction can be placed on a work order for each product.
  • System alerts to over-allocating inventory or allocating from the wrong yard.
  • Order range pursuant to your business rules.  For example, plus or minus 2% on a 40,000 lbs. order will have a calculated range of 39,200 to 40,800.
  • The list of available inventory for the selected product within the terminal will tell you if that inventory is:
    • Problematic and should not be used.
    • Is not available but anticipated at some date after the requested load date.
    • One of the compartments is problematic, use with caution.
    • The inventory is in another yard/warehouse (other than the yard/warehouse on the work order).
  • Product Weight Factor and UOM (for warehouse/boxcar) is used calculate weight, gallons and units depending on how the order was placed.
  • After the work order is posted the “Actual” weights are displayed.  Useful when most users don’t have access to the Work Order Posting process.
  • Work Order Notes – the system pulls notes from assorted sections of the system depending on the shipper and the products on the work order.  These notes are augmented for this specific work order.  Notes are printed on the Work Order and the Bill of Lading and are available during the posting and rating process.
  • The on screen “Status” feature shows exactly what is missing to make the order complete.
  • Service transactions include: Blending, Heating, Nitro, Sparging, Receive, Release, and Misc.