Location:  Settings  >  Forecast   

If you want to add a Bulk Movement to your Forecast, here’s how to do so:

  1. From the Forecast Settings page, select the Forecast Configuration you’d like to view.

  2. Find the day you wish to add the Bulk Movement and select the Edit icon .

  3. Select + Add Bulk Movement.

  4. Enter the following details:

    Item Description
    Bulk Type Can select Receipt or Delivery.
    ETA Date and Time The estimated date and time the bulk movement will arrive.
    MOT Method of Transport – can select from the following for Receipt:

    • Pipeline

    • Vessel

    • Barge

    • Rail

    • Tank

    • Book Transfer

    • Container

    Can select from the following for Receipt or Delivery:

    • Truck
    Status Displays Planned.
    Identifier Can enter the Receipt or Delivery identifier number.
    Bulk Quantity Enter the amount you want to override in the Bulk Receipts or Bulk Deliveries column.
    UOM Unit of Measure – can select Gallons or Barrels.
    Link Scheduled If there is a scheduled movement, you can link that document through the drop-down.
    Notes

    You can enter notes about the changes you are making.

  1. Select Save. You will know a change was made to the row because an asterisks (*) appears next to the Last Updated date and time.

Category: Settings