Working with existing Pipeline Terminal Association
Reading Time: < 1 minuteLocation: Configuration > Pipeline Terminal Association Here’s what you can do with the existing Pipeline Terminal Associations from this page: View If you’d like to view the pipelines, terminals, and products tied to an existing association, select the arrow icon to the left of the Association Name. Edit You can change the Association Name, Matching Tolerance, and Add/Delete Products associated
Read MoreAdd a Pipeline Terminal Association
Reading Time: 2 minutesLocation: Configuration > Pipeline Terminal Association From the Pipeline Terminal Association page, select Add Association. Enter the following information: Select Next. Match your Pipeline Locations to your Terminals by finding the terminal in the Terminal(s) drop-down menu. Pipeline Locations are based on the schedules for the pipelines(s) selected in step 1. Select the terminal equivalent for each pipeline location. If you do not want
Read MoreAccess configuration
Reading Time: < 1 minuteLocation: Configuration > Multiple options Here’s how to access each of the configuration pages: Select the desired option from the Configuration tab to display the selected table. From this table, you can filter the groups displayed by selecting the Filter icon within the appropriate column(s). Click Reset Filter(s) to return the table to its original display. To view configuration details for
Read MoreManaging Search Settings
Reading Time: < 1 minuteLocation: BOL Recon > Search Settings Use the Search Settings option to exclude Supply Partners, Supply Partner Locations, Consignee IDs, or Consignee Groups from Missing BOL Reports and searches. To Add Exclusions: Select the BOL Recon tab and click Search Settings from the drop-down menu. Click Add Exclusion Rule. The Add Exclusion Rule window appears. In the Partner field, select the supply partner from the
Read MoreMissing BOL Search
Reading Time: < 1 minuteLocation: BOL Recon > Missing BOL Search View the current status of BOLs by utilizing the Missing BOL Search option. The Missing BOL Search contains three sections. BOL Watchlist Required Search Criteria BOLs not found in TABS To manage the BOL Watchlist: Select the BOL Recon tab and click Missing BOL Search from the drop-down menu. The window appears with all three
Read MoreCreating Consignee Groups
Reading Time: < 1 minuteLocation: BOL Recon > Consignee Groups Create consignee groups to filter BOL Recon search results. Create a group by selecting the BOL Recon tab and clicking Consignee Groups from the drop-down menu. Click Add Consignee Group. The Add Consignee Group window appears. Enter a unique Group Name. Enter a Consignee ID to use in the group. Click Add. Enter additional consignees by repeating steps 4 and 5.
Read MoreManaging daily Missing BOL Reports
Reading Time: < 1 minuteLocation: BOL Recon > Automated Reporting Manage who receives daily Missing BOL Reports and track when the last report was sent. To manage Automated Reports: Select the BOL Recon tab and click Automated Reporting from the drop-down menu. Click Add. The Add Report Configuration window appears. Select your Supply Partner from the drop-down list. Select the Terminal Location from the drop-down list. Enter an Email address to send the
Read MoreExport your results
Reading Time: < 1 minuteLocation: Dashboard > Overview or Historical or Inventory There are 2 different ways to export your results. First way: Select the Export icon. This exports your data as a PDF. Only the visible data on screen displays in the PDF. Second way: For the pane you’d like to export, select the Dashlet Actions icon. Go to Export As > PDF or Export As > Data to Excel.
Read MoreChange graph and table views
Reading Time: < 1 minuteLocation: Dashboard > Historical or Inventory With any graph, you can change the data to a table view. Here is how: Hover over the pane and select the Dashlet Actions icon. Select View Selector > Table. To change back, select View Selector > Combo.
Read MoreMaximize/minimize report panes
Reading Time: < 1 minuteLocation: Dashboard > Overview or Historical or Inventory Hover over the pane you’d like to maximize or minimize. Select the Maximize icon. To set back to the original view, select the Minimize icon.
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