Definition

The bulk shipment type:

Entries for the bulk shipment type field are taken from a Customizing table where the attributes for each bulk shipment type are defined. In Customizing for IS-Oil Downstream , you can define the bulk shipment type by choosing  TD (Transportation and Distribution) TD Bulk Shipment Define bulk shipment type .

In Customizing each bulk shipment type has a text describing the characteristics of that particular entry. These descriptions should be made as explicit as possible to help when selecting a shipment type during scheduling.

Structure

Number Range Interval

You can define which number ranges are used for the shipment from those set up in Customizing. This allows segregation of number range intervals by bulk shipment type.

Vehicle Mode

When assigning a vehicle to a shipment, the vehicle mode within the bulk shipment type is checked against the vehicle mode as defined within the Vehicle Type . If the two are different, for example the shipment type requires a truck and the scheduler attempts to schedule a train, the system rejects the assignment. The possible modes of transport are road, rail, marine, barge, and pipeline.

Compartment Load Indicator

During scheduling you can combine underlying documents and materials for the same compartment. By selecting the compartment load indicator for the bulk shipment type, you can determine whether the compartment is to accept only one underlying document or combinations, and only one product or multiple products.

Intransit Posting Group

The intransit posting group determines how excise duty is processed for a product during shipment. It is also used to determine which intransit storage location is used to hold intransit stock. The intransit posting group determines the valuation types and handling types used in material movements triggered by TD.

Intransit posting groups are set up in Customizing for IS-Oil Downstream by choosing  TD (Transportation and Distribution) TD Bulk Shipment Intransit Stock Define intransit posting group.

Confirm Balance Load Indicator

The confirm balance load indicator determines how Balance Loading is carried out. Balance loading is the process of assigning discharge documents to loaded quantities. It is particularly relevant when the actual loaded quantity is different than the scheduled quantity. Setting the balance load indicator determines if and how the planned discharge quantities are processed:

The process of balance loading either involves balancing documents or balancing quantities, depending on the number of underlying documents assigned to the shipment and the compartment load indicator you selected.

Vehicle Close Indicator

The vehicle close indicator is used during delivery confirmation to indicate that processing for the current vehicle is complete. When a vehicle is closed the vehicle status is 6, meaning no further discharge operation is expected. All discharge relevant postings for the vehicle are triggered, the vehicle is reconciled, and any calculated gains or losses are posted. The vehicle close indicator must be set in order for the vehicle to be closed. If the vehicle is not closed, then the shipment also cannot be completed ( shipment status 6). The shipment can only be closed if all vehicles for that shipment are closed.

Setting the vehicle close indicator in the bulk shipment type defaults the setting into the shipment. Otherwise, you must manually select the vehicle close indicator in the Balance Vehicle screen prior to closing the vehicle.

Check Over Delivery without Vehicle Close

You can select the Chk overdelvy w/o cl checkbox so that the system checks all shipments of that bulk shipment type for over delivery, even if the vehicle is not closed. When the checkbox is selected, the system performs a vehicle balance at delivery confirmation, thereby checking the tolerance settings against any gains or losses. This check is performed, even if the vehicle is not closed. A vehicle is not closed, if the vehicle close indicator is not selected or the vehicle is assigned to shipments containing unconfirmed deliveries.

Using this setting, it is not possible to confirm more than the quantity allowed by the tolerance setting for a delivery and you receive over-delivery errors when you confirm a delivery using the same vehicle.

Check Overloading

If check overloading is selected, the system checks the weight and volume capacity of the vehicle to prevent over loading during the scheduling and loading transactions.

Gain/Loss at Closing

Gain/loss at closing determines whether a material posting is made for gains or losses when the shipment is closed. If this is not set in the bulk shipment type or not selected in the Balance Vehicle screen during delivery confirmation, then no gain/loss postings are made. Without this setting, any difference between load and discharge quantities remains in the intransit storage location.

Partial Delivery Confirmation

Partial delivery confirmation is used during the delivery confirmation transaction. When selected, the system posts a goods issue against deliveries (transfers against reservations) for which discharge quantities have been recorded. This allows inventory to be updated after the first delivery is discharged without requiring all discharge quantities to be recorded. Calculation of the overall shipment gain/loss quantity is not recorded until all discharge quantities are recorded and the shipment is closed.

Compatibility Checks

If compatibility check is selected, then compatibility checks take place for shipments of the bulk shipment type. The setting also determines if an error or a warning message is produced in the event that the compatibility check fails. Compatibility checks are possible for vehicle-customer and product-compartment assignments.

Units of Measure

A volume and weight unit of measure must be defined for each bulk shipment type. This is used to display weights and volumes in a consistent UoM in the scheduling transactions. It is necessary to select either the weight or the volume UoM as the shipment UoM. This UoM is used as the basis for scheduling.

Document Sequence Number Unique

This setting determines the rules for numbering shipment items in the Document Overview screen. If selected, a unique sort sequence is defined for the documents assigned to the shipment.

Event Default Group

The event default group is used to define a list of events that are then proposed in the Events Handling screen for all shipments of the bulk shipment type.

Event Sequence Number Unique

This setting determines the rules for numbering events in the Events Handling screen. If selected, a unique sort sequence is defined for the events assigned to the shipment.

Shift Mandatory

The shift mandatory setting determines whether a shift must be specified when a vehicle is assigned to the shipment in the Vehicle Overview screen.

Vehicle Meter Required

This setting determines whether the vehicle(s), which is assigned to the shipment in the Vehicle Overview screen, must be assigned a vehicle meter.

No Gain/Loss Posting within Tolerance (Shipment UoM)

In order to avoid a large number of small postings that result from quantity rounding, you can define a tolerance range for gains/losses within which no material postings are made.

Shipment Cost Relevance

It is possible to specify the scope of the shipment cost calculation through a series of parameters defined in the bulk shipment type. You can determine whether shipment cost items are calculated for the following:

The shipment cost type is used to determine how shipment costs will be calculated. The shipping type is used to determine the pricing procedure for calculating the shipment cost of each item in the shipment cost document.

Automatic stage assignment controls whether or not the assignment of document items to load and discharge points is carried out automatically during shipment cost calculation.

A volume UoM at ambient and a volume UoM for volumes corrected through the Quantity Conversion Interface are used to specify additional volume UoMs which are stored as additional quantities for shipment cost calculation routines.

Integration

Exchange Assignment

Through exchange assignment data it is possible to determine the processing requirements for exchange-relevant deliveries. The delivery fulfillment indicator determines whether an exchange agreement is used to fulfill the delivery. The following indicators determine how the required quantity should be fulfilled by an exchange contract:

The movement type for the goods receipt is customizable within the bulk shipment type. If no movement type is specified, the default 101 is used.

The automatic assignment of exchange-relevant deliveries to purchase orders can be determined through a user exit. The exchange assignment exit controls which user exit is used.

The assignment exit is controlled through the following settings: User Exit at Scheduling starts the exchange assignment exit during scheduling and User Exit at Loading starts the exchange assignment during loading. A further option exists to check that existing assignments are valid during scheduling without performing any assignments. This function is controlled through Check Exchange at Scheduling .

Procedure:

Creating a Shipment