Tank Cylinder Data Setup

Setups - Customers, Items, Tanks

  1. Return Customer #
    1. Return Customer # must exist to represent the Return Warehouse
    2. Must start with “RET%”
      1. Example: “RET-NYC” is NYC Warehouse
  2. SVC Schedule must exist for the RETURN Customer
    1. Ticket Type on RETURN Customer SVC Schedule must be “FILLTANK
    2. Item # FILLTANK must exist on RETURN Customer SVC Schedule
  3. Item # FILLTANK
    1. Item Class = TYPE4
      1. Item Maintenance > Information Tab
    2. Handheld Item Type = “Equipment” and Export = Checked
      1. Item Maintenance > Prism Tab

 

 

4. Tank Manifolds

    1. Tank Manifolds must exist in the TANKS SmartGrid under the FILLTANK Item #, at the Return Warehouse Customer location
    2. Tank Manifold serial numbers should be unique, to represent the manifold type
    3. Gas Lot # is set at the Tank Manifold level, so that every tank filled from that manifold receives the corresponding Gas Lot #, as well as last Fill Date
      1. When your vendor refills YOUR manifold, they will give you the Lot#
      2. Access the serial# of the Manifold(s) fill in Tank Maintenance for this Return customer and update the Lot# so cylinders filled from that point forward will be filled with the new lot#

5. Tank Cylinder Items
    1. Class = TANKS
    2. Deposit Item should be the DEP# per tank type
    3. Charge Deposit Item checkbox must be turned on