Allocation Reports

DTN TABS

Allocation Reports

Allocation Reports

Allocation Reports tracks allocations for a specific terminal or terminal group and a specific consignee or consignee group.

DTN TABS provides the following Allocation Reports:

  • Allocation Report
    • Contains a detailed summary of product and/or credit allocations for a terminal or terminal group and consignee or consignee group.
  • Product Allocations Report
    • Provides a detailed list of any product allocations for terminal/terminal group and consignee/consignee group.
  • Lifted vs Allocated Report
    • Displays allocation and scaled starts, and lifted amounts summed up by the refresh periods.  The report also includes a chart for graphical representation of the trend over the specified date range.
  • Allocation Error Report
    • Provides a detailed summary of allocation errors for a terminal or terminal group and consignee or consignee group.
  • Historical Allocations Report
    • Provides a summary of the allocations that were in effect when a loading error or a denial occurred on a specified date and time.
  • Historical Allocations (Time Span) Report
    • Provides a summary of the allocations that were in effect when a loading error or denial occurred over a specified period of time.
  • Global Product Override Report
    • Summarizes active and expired global product overrides (GPOs).
  • Credit Report
    • Includes legacy credit record details for a specific credit name.
  • Enhanced Credit Historical Report
    • Shows and audit trail for enhanced credit record details for a consignee group or specific credit name.
  • Moved Allocations Report
    • Provides a detailed summary of allocations that were moved from one terminal to another using the Move Allocations functionality.
  • Product Allocations Availability Report
    • Displays the percentage of time the scale percent on the Active Allocation records was greater than or equal to a specified percentage.
Allocation Report

The Allocations Report tracks all authorization types in DTN TABS (Deny, Open, One Time, Product/Credit). Allocations can be tracked for a specific terminal or terminal group and a specific consignee or consignee group.

The Allocations Report displays details regarding product and credit allocations, and types of authorization options to be implemented.  DTN recommends running the Allocations Report for troubleshooting allocation denies and to view the remaining amount of an allocation.

Window Definitions for Allocation Report

Listed below are the field definitions for the Allocation Report Report.

  • Terminal or Terminal Group
    • Indicates the terminal where liftings were done. Options are:
      • Terminal & TG
      • Terminal Name
      • Terminal Group
      • Terminal SPLC
      • Terminal City
      • Terminal Plant
  • Consignee or Consignee Group
    • Specifies the consignee where liftings were done. Options are:
      • Consignee & CG
      • Consignee Name
      • Consignee Group
      • Consignee Number
      • Consignee by City
  • Product or Product Group
    • Identifies the product where liftings were done. Options are:
      • Product Name
      • Product Group
      • Product family
  • Auth Options
    • Contains the allocation authorization. Options are:
      • All – all authorization options
      • Deny – those allocations set to Deny.
      • One Time – those allocations set up on a one -time basis.
      • Open – all open allocations including those authorizations without a specified limit or product.
      • Credit and/or Product – those allocations with a credit and/or product allocation.
  • Include Expired Allocation
    • Displays the expired allocations
  • Show Seller Allocations
    • Includes any allocations set up by a DTN TABS Seller and is included in the DTN TABS Marketer’s Allocation Report, if the Seller has authorized the Marketer to view that Seller’s allocations.
    • This field displays is an option if the seller has approved you to view allocations.
  • Credit Details
    • Includes details for legacy credit, if checked..
  • Credit Remaining
    • Filters for a specific remaining amount of credit. Options are:
      • <
      • =
      • <=
      • >
      • >=
      • between
    • Select an option and enter an amount.
  • Credit Next Refresh Date
    • Specifies the next refresh date for credit. Options are:
      • <
      • =
      • <=
      • >
      • >=
      • between
    • Select an option and enter a date and time.
  • Product Details
    • Includes details for product allocations, if checked.
  • Product Remaining
    • Filters for a specific remaining amount of a product allocation. Options are:
      • <
      • =
      • <=
      • >
      • >=
      • between
    • Select an option and enter an amount.
  • Product Next Refresh Date
    • Specifies the next refresh date on a product allocation. Options are:
      • <
      • =
      • <=
      • >
      • >=
      • between
    • Select an option and enter a date and time.
  • Scale Back %
    • Defines scalebacks of a specified percentage. Options are:
      • <
      • =
      • <=
      • >
      • >=
      • between
    • Select an option and enter an amount.
  • Allocation Status
    • Filters Active/Inactive/Unenforced Product Allocation records.

Report Result for Allocation Report

  • Terminal Name
    • Describes the name e for this terminal, as defined through the Terminal Setup page. If a name is not defined, this defaults to the Terminal ID.
  • Terminal Group
    • Specifies the unique identifier for the terminal group.
  • Consignee Name
    • Defines the name of the consignee through the Consignee Setup page. If you did not define a name, this field defaults to the Consignee Number.
  • Consignee Status
    • If the consignee is a Marketer Consignee, identifies whether the consignee has been approved to view Seller’s allocations.
  • Consignee Group
    • Contains the unique identifier for the consignee group.
  • Consignee Group Status
    • Identifies whether the consignee group has been approved to view Seller’s allocations, If the consignee is a Marketer Consignee.
  • DTN TABS Seller
    • Lists the name of the DTN TABS Seller, If the consignee is a Marketer Consignee
  • Auth Option
    • Displays the authorization option. Options include:
      • Open
      • Deny
      • One Time
      • Credit and/or Product
  • Enforce Full Truck
    • Indicates whether the enforce full truck option is enabled.
  • Auth Used
    • Determines whether the authorization for a one time allocation was used.
  • Credit Checked
    • Specifies whether there is a credit allocation attached.
  • Product Checked
    • Indicates whether there is a product allocation attached.
Product Allocation Report

The Product Allocations Report lists any product allocations for terminal/terminal group and consignee/consignee group.

Window Definitions for Product Allocation Report

Listed below are the field definitions for the Product Allocation Report.

  • Search By
    • Describes the criteria selected for a product allocation. Options are:
      • Terminal & TG
      • Terminal by Name
      • Terminal Group
      • Terminal SPLC
      • Terminal by City
      • Terminal by Plant
  • Terminal & Terminal Group
    • Displays a terminal. When you select a terminal, the system populates the Consignees or Consignee Groups field with the consignees/consignee groups that have been assigned to the selected terminal.
    • Provides a terminal group. When you select a terminal group, the system populates the Consignees or Consignee Groups field with the consignees or consignee groups that have been assigned to the terminals within the selected terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Consignee & CG
      • Consignee Name
      • Consignee Group
      • Consignee #
      • Consignee by City
      • Channel as Consignee/CG
      • SoldTo as Consignee/CG
  • Consignee & Consignee Group
    • Identifies a consignee. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a consignee group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Product Name
      • Product Group
      • Product Family
  • Product or Product Group
    • Identifies a Product. When you select a product or product group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a product group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
  • Allocation Status
    • Specifies an allocation. Options are:
      • All
      • Active
      • Unenforced
      • Inactive
  • Product Remaining
    • Provides a specific allocation remaining of a product allocation. Options are:.
      • <
      • <=
      • =
      • >=
      • >
      • between
  • Scaleback
    • Identifies a specific scale back  percentage. Select an option and enter a percentage. Options are:
      • <
      • <=
      • =
      • >=
      • >
      • Between
  • Include Expired Allocations
    • Includes all expired allocations when the report is generated.

Report Results for Product Allocation Report

  • Terminal State
    • Describes the state where the terminal is located.
  • Terminal Name
    • Contains the terminal or terminal group name.
  • Channel ID
    • Specifies the ID code (assigned by your company) that maps to your ERP or billing system. Corresponds with Channel Name.
  • Channel Name
    • Displays the name assigned by your company (ex. Branded Distributors, Wholesale, etc.)
  • Customer Number
    • Indicates the consignee number.
  • Customer Name
    • Defines the name of the consignee through the Consignee Setup page. If a name is not defined, this field defaults to the consignee number.
  • Enforce Full Truck
    • Indicates whether the enforce full truck is enabled.
  • Allocation Name
    • Displays the name of the allocation.
  • Product Code
    • Identifies the product, product group, or product family to which the product allocation applies. This column contains the PIDX product code for a product and product family level allocations.
  • Product Description
    • Describes the product.
  • Refresh Type
    • Defines the frequency the allocation is refreshed. Options are:
      • Daily
      • Weekly
      • Monthly
      • Tri-Monthly
      • Custom
  • Status
    • Indicates if the allocation is active. Options are:
      • Active
      • Inactive
      • Unenforced
  • Start Amount
    • Displays the number of gallons initially allocated.
  • Scale Percent
    • Describes the percentage by which the allocation is being temporarily increased or decreased.
  • Scaled Start Amount
    • Specifies the scaled start amount. This amount is calculated as follows:
      • Start Amount x Scale Percent
  • Lifted Amount
    • Provides the number of gallons lifted against this allocation.
  • GPO Allowance
    • Describes the amount that exceeds the allowed allocation and that incremented lifted amount of the GPO.
  • Full Truck Hold Amount
    • Contains the hold amount, if Enforce Full Truck is enabled.
  • Remaining Amount
    • Indicates the number of gallons remaining on this allocation. The formula is:
      • Start Amount x Scale Percent – Lifted Amount + GPO Allowed Amount
  • GPO Allowed Amount
    • Defines the allowed amount for a global product override.
  • GPO Lifted Amount
    • Displays the number of gallons that have been lifted against the GPO.
  • Lifted Percent
    • Describes the percentage of gallons that have been lifted. The formula is:
      • [Lifted Amount divided by (Scaled Start Amount plus GPO Allowed Amount.)]
  • Unit of Measure
    • Indicates what unit of measure is being used for the allocation.
  • Lifting Qualifier
    • Display the net or gross gallons.
  • Next Refresh Date
    • Contains the date and time the allocation is set to be refreshed with the specified Refresh Amount.
  • Moved Amount
    • Identifies the allocated volume moved from the primary terminal to the back-up terminal, if using Move Allocations functionality.
  • Moved Ref Amount
    • Provides the moved allocation refresh volume, if using Move Allocations functionality.
  • Move Reset Date
    • Indicates the date the moved allocation will reset from the back-up terminal to the primary terminal, if using Move Allocations functionality.
Lifted vs Allocated Report

The Lifted vs Allocated Report displays allocation and scaled starts, and lifted amounts summed up by the refresh periods.  The report also includes a chart for graphical representation of the trend over the specified date range.

Window Definitions for Lifted vs Allocated Report

  • Search By
    • Describes the criteria selected for a product allocation. Options are:
      • Terminal & TG
      • Terminal by Name
      • Terminal Group
      • Terminal SPLC
      • Terminal by City
      • Terminal by Plant
  • Terminal & Terminal Group
    • Displays a terminal. When you select a terminal, the system populates the Consignees or Consignee Groups field with the consignees/consignee groups that have been assigned to the selected terminal.
    • Provides a terminal group. When you select a terminal group, the system populates the Consignees or Consignee Groups field with the consignees or consignee groups that have been assigned to the terminals within the selected terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Consignee & CG
      • Consignee Name
      • Consignee Group
      • Consignee #
      • Consignee by City
  • Consignee & Consignee Group
    • Identifies a consignee. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a consignee group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Product Name
      • Product Group
      • Product Family
  • Product or Product Group
    • Identifies a Product. When you select a product or product group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a product group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
  • Start Date Between
    • Provides the date range for this report.
  • Report Time Zone
    • Contains the time zone used for this report.
  • Daylight Savings/Summer Time
    • Specifies whether Daylight Saving Time is acknowledged.
  • Refresh Type
    • Defines the frequency the allocation is refreshed. Options are:
      • Daily
      • Weekly
      • Monthly
      • Tri-Monthly
      • Custom
  • Allocation Status
    • Specifies an allocation. Options are:
      • Active
      • Unenforced
      • Active and Unenforced
  • Reort UOM
    • Indicates what unit of measure (uom) is being used. Only volume based products are considered. Options are:
      • Gallons
      • Liters
      • Imperial Gallons
      • Cubic Meters
      • Kilo Barrels
      • Metric Ton
      • Imperial Ton
      • Ton
      • Kilogram
      • Pounds
  • using digits of precision
    • Displays the number of decimal places to display.
  • Include Zero Level Allocations
    • Includes the allocation that has been set to zero (0), if selected.

 

Report Results for Lifted vs. Allocated Report

  • Start Date
    • Specifies the start date of the lifting.
  • Start Amount
    • Provides the start amount of the allocation.
  • Scaled Amount
    • Contains the calculated total amount of the allocation including the scaled percentage amount.
  • Lifted Amount
    • Displays the amount lifted on the start date.
Allocation Error Report

The Allocations Error Report provides a detailed summary of allocation errors for a terminal/terminal group and consignee/consignee group. You can use the report to help you correct information so that the allocation can be appropriately applied. This report can be used to trace exactly what happened to an allocation in the past.

Window Definitions for Allocation Error Report

  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Terminal & TG
      • Terminal by Name
      • Terminal Group
      • Terminal SPLC
      • Terminal by City
      • Terminal by Plant
  • Terminal & Terminal Group
    • Displays a terminal. When you select a terminal, the system populates the Consignees or Consignee Groups field with the consignees/consignee groups that have been assigned to the selected terminal.
    • Provides a terminal group. When you select a terminal group, the system populates the Consignees or Consignee Groups field with the consignees or consignee groups that have been assigned to the terminals within the selected terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Consignee & CG
      • Consignee Name
      • Consignee Group
      • Consignee #
      • Consignee by City
      • Channel as Consignee/CG
      • SoldTo as Consignee/CG
  • Consignee & Consignee Group
    • Identifies a consignee. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a consignee group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.

Report Results for Allocation Error Report

  • Terminal Name
  • Terminal Group
  • Consignee Name
  • Consignee Group
  • Auth Option
  • Auth Used
  • Credit Checked
  • Product Checked
  • Product Details
  • Name
  • Allocation Type
  • Product Code
  • Product Group
  • Product Family
  • Ref Type
  • Ref Days
  • Start Amt
  • Ref Amt
  • Start Date
  • Next Ref Date
  • End Date
  • Status
  • Carry Forward
  • Lifted Amt
  • Scale Percent
  • GPO Allowance
  • Unit of Measure
  • Comments
  • Credit Details

 

Historical Allocation Report

The Allocations Error Report provides a detailed summary of allocation errors for a terminal/terminal group and consignee/consignee group. You can use the report to help you correct information so that the allocation can be appropriately applied. This report can be used to trace exactly what happened to an allocation in the past.

Window Definitions for Historical Allocation Report

  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Terminal & TG
      • Terminal by Name
      • Terminal Group
      • Terminal SPLC
      • Terminal by City
      • Terminal by Plant
  • Terminal & Terminal Group
    • Displays a terminal. When you select a terminal, the system populates the Consignees or Consignee Groups field with the consignees/consignee groups that have been assigned to the selected terminal.
    • Provides a terminal group. When you select a terminal group, the system populates the Consignees or Consignee Groups field with the consignees or consignee groups that have been assigned to the terminals within the selected terminal group.
  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Consignee & CG
      • Consignee Name
      • Consignee Group
      • Consignee #
      • Consignee by City
      • Channel as Consignee/CG
      • SoldTo as Consignee/CG
  • Consignee & Consignee Group
    • Identifies a consignee. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.
    • Indicates a consignee group. When you select a terminal or terminal group first, the system populates the Consignee or Consignee Group field with the consignees that have been assigned to the selected terminal or terminal group.

Report Results for Historical Allocations Report

  • Terminal Name
  • Terminal Group
  • Consignee Name
  • Consignee Group
  • Auth Option
  • Auth Used
  • Credit Checked
  • Product Checked
  • Product Details
  • Name
  • Allocation Type
  • Product Code
  • Product Group
  • Product Family
  • Ref Type
  • Ref Days
  • Start Amt
  • Ref Amt
  • Start Date
  • Next Ref Date
  • End Date
  • Status
  • Carry Forward
  • Lifted Amt
  • Scale Percent
  • GPO Allowance
  • Unit of Measure
  • Comments
  • Credit Details

 

Historical Allocation (Time Span) Report

The Historical Allocations (Time Span) Report provides a summary of the allocations that were in effect when a loading error or a denial occurred over a specified period of time. The report determines what happened to an allocation by terminal or terminal group and consignee or consignee group over a span of time. The report can provide details by user, action result, and transaction type

Window Definitions for Allocation (Time Span) Report

  • Terminals
    • Describes a terminal. When a terminal is selected, the system populates the Consignees or Consignee Groups field with the consignees and consignee groups that have been assigned to the selected terminal.
  • Terminal Groups
    • Specifies a terminal group. When a terminal group is selected, the system populates the Consignees or Consignee Groups fields with the consignees and consignee groups that have been assigned to the terminals within the selected terminal group.
  • Consignee
    • Provides a consignee. When a terminal or terminal group is selected first, the system populates the Consignees field with the consignees that have been assigned to the selected terminal or terminal group.
  • Consignee Groups
    • Indicates a consignee group. When a terminal or terminal group is selected first, the system populates the Consignee Groups field with the consignee groups that have been assigned to the selected terminal or terminal group.
  • Start Date and Time
    • Specifies the desired start date and time to view historical information.
  • End Date and Time
    • Defines the desired end Date and time to view historical information.

Report Results for Allocation (Time Span) Report

  • Active
    • Indicates whether the allocation is currently in effect. Options are:
      • Y
      • N
  • Terminal Name or Terminal Group
    • Specifies the terminal or terminal group to which the allocation applies.
  • Consignee Name or Consignee Group
    • Provides the consignee or consignee group to which the allocation applies.
  • Auth Option
    • Indicates the authorization option. Options are:
      • Deny
      • Open
      • One Time Credit and/or Product
  • Auth Used
    • Defines whether the authorization for a one time allocation was used.
  • Credit Checked
    • Specifies whether there is a credit allocation attached.
  • Product Checked
    • Indicates whether there is a product allocation attached.
  • Product Details
    • Provides product allocation details for the selected terminal or terminal group and consignee or consignee group combination.
  • Credit Details
    • Contains credit allocation details for the selected terminal/terminal group and consignee/consignee group.
  • Name
    • Specifies the name of the product or credit allocation as defined by the user.
  • Type
    • Determines the type of credit or product allocation. Options are:
      • Flat
      • Hierarchical
  • Prod/Prod Grp/Prod Fam
    • Identifies the product, product group, or product family to which the product allocation applies.
  • Comments
    • Displays the notes or comments that apply to the allocation.
  • Ref Type
    • Specifies the Refresh Period.
    • For a legacy Credit Allocation and Flat Allocation. Options are
      • Monthly
      • Tri-Monthly
      • Weekly
      • Daily
      • Custom
    • For a Hierarchical Allocation, options are:
      • Monthly
      • Weekly
      • Daily
  • Ref Days
    • Indicates the day for the refresh, if this Refresh Type or Period is Custom.
  • Start Amt
    • Provides the initial credit amount or the number of gallons of product authorized for the allocation.
  • Ref Amt
    • Contains the credit amount or the number of gallons of product that the allocation Start Amount is automatically refreshed on the next Refresh Date.
  • Dec Amt
    • Identifies the minimum amount that the credit allocation’s Allocation Remaining is decreased when product is lifted. Not dependent on the actual amount lifted.
  • Rem Amt
    • Specifies the credit amount or the number of gallons of product remaining to be lifted on the allocation.
  • Start Date
    • Displays the date and time that the allocation went into effect.
  • Next Ref Date
    • Describes the date and time that the allocation Start Amount is refreshed with the Refresh Amount.
  • End Date
    • Defines the date and time after which the allocation is no longer in effect.
  • Carry Fwd
    • Indicates whether any Allocation Remaining on the next Refresh Date should be added to the Start Amount after it has been refreshed with the Refresh Amount. Options are:
      • Y
      • N
  • Lifted Amt
    • Identifies the credit amount or number of gallons of product lifted by the customer during the Refresh Period.
  • Scale %
    • Defines the percentage by which the product allocation is being increased or decreased. A scale % of 100 indicates the customer can load 100% of the allocated amount.
  • Date Last Modified
    • Displays the date and time the product allocation was last modified.
  • Mod
    • Indicates the change status of the allocation as follows:
      • M = Modified
      • I =  Inserted (or created)
      • D = Deleted
Global Product Override Report

The Global Product Override Report summarizes global product override (GPO) activity for a selected terminal, consignee, and product combination. The report can be filtered by keyword or by terminal or terminal group and consignee or consignee group. A creation or expiration date or range of dates can be specified. The report can also be filtered to view active/future, expired or historical data for overrides.

Window Definitions for Global Product Override Report

  • Search for GPO by Keyword Panel
    • This pane filters for GPOs by using a keyword for the terminal name, terminal group name, consignee name, or consignee group name.
  • Search By
    • Describes the criteria selected to find a Global Product Override (GPO) . Options are:
      • Terminal Name
      • Consignee Name
      • Terminal Group Name
      • Consignee Group Name
  • Key Word
    • Defines a full or partial key word that corresponds with your Search By selection.
  • Created Between …. And
    • Selects the creation date and time range using the calendar icon and time arrows.
  • Expired Between …. And
    • Specifies an expiration date and time range using the calendar icon and time arrows.
  • Select Overrides to be Shown
    • Filters the GPO report based on the selected information. Options are:
      • Active Overrides: Includes all GPO records that are active during the selected time frame.
      • Expired Overrides: Includes all GPO records that were no longer active during the selected time frame.
      • Historical Data for Overrides: Includes any modifications to the GPO record that occurred during the specified time frame. If this is unchecked, the report will display the most recent version of the GPO.
  • GPO Request Method
    • Options are:
      • All – Returns both Addloads and GPO setup/approvals
      • Addloads – Requested Pre-approved Override loads
      • GPO setup/approval – Global Product Overrides issued and approved
  • Search for GPO by Terminal or Terminal Group and Consignee or Consignee Group panel
    • Sorts GPOs for a specified terminal or terminal group and consignee or consignee group combination.
  • Terminals or Terminal Groups
    • Specifies the terminal or terminal group associated with the GPO. When a terminal group is selected, the system populates the Consignees or Consignee Groups fields with the consignees and consignee groups that have been assigned to the terminals within the selected terminal group.
    • At least one terminal or terminal group must be selected.
  • Consignees or Consignee Group
    • Provides a consignee or consignee group. When a terminal or terminal group is selected first, the system populates the Consignee or Consignee Group field with the consignees and consignee groups that have been assigned to the selected terminal or terminal group.
    • At least one consignee or consignee group must be selected.
  • Products, Product Groups or Product Families
    • Displays the product or product group or product family to which the GPO applies. If you want to see a report that includes all products, product groups, and product families to which a GPO is associated, do not select an option from these drop-down menus.
  • Created Between …. And
    • Selects the creation date and time range using the calendar icon and time arrows.
  • Expired Between …. And
    • Specifies an expiration date and time range using the calendar icon and time arrows.
  • Select Overrides to be shown
    • Filters the GPO report based on the selected information. Options are:
      • Active Overrides: Includes all GPO records that are active during the selected time frame.
      • Expired Overrides: Includes all GPO records that were no longer active during the selected time frame.
      • Historical Data for Overrides: Includes any modifications to the GPO record that occurred during the specified time frame. If this is not selected, the report displays the most recent version of the GPO.
  • GPO Request Method
    • Options are:
      • All – Returns both Addloads and GPO setup/approvals
      • Addloads – Requested Pre-approved Override loads
      • GPO setup/approval – Global Product Overrides issued and approved

Report Results for Global Product Override Report

  • Terminal and Consignee
    • Describes the terminal or terminal group and consignee or consignee group to which the GPO applies.
  • Product
    • Specifies the product, product group, or product family to which the GPO applies.
  • Allowed Amount
    • Provides the allowed amount for the GPO.
  • Lifted Amount
    • Indicates the amount lifted against the GPO. When the Lifted Amount equals the Allowed Amount, the customer is out of allocation for that GPO.
  • Created Date
    • Contains the date and time the GPO was created.
  • Effective Date
    • Identifies the date and time the GPO is effective.
  • Expiration Date
    • Displays the date and time the GPO expires.
  • Unit of Measure
    • Indicates what unit of measure is being used for the GPO.
  • GPO Type
    • Determines whether the GPO issued is Incremental or Borrowed.
  • Request Method
    • Identifies whether the GPO method requested is AddLoads or GPOSetup.
  • Comments
    • Displays user defined comments, if applicable.
  • Audit Information
    • Tracks changes to the GPO record. Options are:
      • GPO Reason Code – Displays user defined reason code, if applicable.
      • User Name – The name of the user who created or modified the GPO.
      • Date Modified – The date and time that the corresponding Allowed Amount was set.
      • Status – Active – Indicates if the corresponding GPO is active. Inactive – Indicates if the GPO is inactive.
  • Modification Type
    • Indicates if the corresponding GPO has been modified. Options are:
      • New – The original GPO without any modifications. This option is seen only when Historical Data for Overrides is selected.
      • Update – A modified GPO. This option is seen only when Historical Data for Overrides is selected.
      • Current – The most recent version of the GPO. This option is seen only when Historical Data for Overrides is not selected.

 

Credit Report (if Using Legacy Credit)

The Credit Report generates a report of all the legacy credit allocation records in your DTN TABS database.

Window Definitions for Credit Report

  • Credit Name
    • Filters by Credit Record Name. If left blank, the search returns all records.
  • Refresh Date Between
    • Displays a specific date range of a credit allocation refresh date.
  • Refresh Type
    • Filters by credit allocation refresh type. Options are:
      • Daily
        Weekly
        Monthly
        Tri-Monthly
        Custom

Report Results for Credit Report

Definitions for the Credit Report results are:

  • Name
    • Identifies the credit record.
  • Ref Type
    • Provides the refresh period. Options are
      • Daily
        Weekly
        Monthly
        Tri-Monthly
        Custom
  • Ref Days
    • Indicates the custom day for the refresh, if the Ref Type field is set to Custom.
  • Start Amt
    • Provides the initial amount authorized for credit.  The numeric value corresponds to gallons, dollars, or loads.
  • Rem Amt
    • Describes the credit amount or the number of gallons of product remaining to be lifted on the allocation.
  • Carry Fwd
    • Indicates any Allocation Remaining on the next Refresh Date, if Yes is selected. It is added to the Start Amount after it has been refreshed with the Refresh Amount.
    • Identifies that any Allocation Remaining cannot be carried over, if No is selected.
  • Start Date
    • Contains the date and time that the allocation went into effect.
  • End Date
    • Specifies the date and time after which the allocation is no longer in effect.
  • Last Ref Date
    • Displays the last refresh date and time the Start Amount was refreshed with the Refresh Amount.
  • Next Ref Date
    • Determines the date and time that the allocation Start Amount is refreshed with the Refresh Amount.
  • Units
    • Provides the units of measurement (Gallons, USD, or Loads).
  • Status
    • Indicates whether credit record is active or inactive.
Enhanced Credit Report

The Enhanced Credit Allocation Report creates a report of all the credit allocation records in your DTN TABS database. This will only show if using the Enhanced Credit Module

Window Definitions for Enhanced Credit Report

  • Record Selection
    • Credit Allocation Name
    • Consignee & CG
    • Consignee Name
    • Consignee Group
    • Consignee Number
    • Consignee by City
    • Channel as Consignee/CG
    • Soldto as Consignee/CG
  • Channel Name
    • Drop down of Existing Channels set n TABS
  • Status
    • Options are:
      • Enforced
      • Unenforced
      • Deny
      • One time
      • Open
  • Credit Remaining
    • Filters for a specific remaining amount of a credit allocation. Options are:
      • < 
      • =
      • <=
      • > 
      • >=
      • between
    • Select an option and enter an amount.
  • Sales/Territory Manager
  • Credit Analyst
  • Risk Category

Report Results for Enhanced Credit Report

  • Credit AllocationName
  • Consignee
  • Consignee Channels
  • SoldTo/Credit Account
  • Credit Status
  • One Time Auth Used
  • Currency
    • Identifies the currency of the credit limit.
  • Enforce Full Truck
  • Total Remaining Credit
    • Describes the amount of credit available.
    • The formula is: Credit Limit – (Receiveables+Orders+Special Liabilites+In Process BOL Balance+Unprocessed BOL Balance+Credit Hold Balance)
  • Sales/Territory Manager
  • Credit Analyst
  • Risk Category
  • County
  • Comments
    • Provides an area for entering notes about the credit allocation.
  • Last Modified
    • Displays the date and time the record was last modified.
  • Modified By
    • Identifies who modified the record.
Enhanced Credit Historical Report

The Enhanced Credit Historical Allocation Report generates a comprehensive audit trail of changes made to a credit record over a specified period. This report is accessible exclusively through the Enhanced Credit Module.

Window Definitions for Enhanced Credit Historical Report

  • Credit Name
  • Modified dates Between
    • Filters for a specific date of changes.

Report Results for Enhanced Credit Historical Report

  • Credit Limit
    • Identifies the credit limit amount assigned to the credit record.
  • Receivables
    • Indicates the dollar balance for special liabilities for the customer in SAP.
    • Classified as a Debit Type, it calculates a customer’s remaining credit by deducting from the amount in the Credit Limit field.
  • Orders
    • Provides the dollar balance for non-Fuel Marketing scheduled transactions that impact credit but have not yet reached the receivables balance.
    • The dollar value is deducted from the amount in the Credit Limit field.  Classified as a Debit Type, it calculates a customer’s remaining credit.
  • Special Liabilities
    • Contains the dollar balance for any special liability for the customer in SAP that is deducted from the amount in the Credit Limit field.
    • Classified as a Debit Type, it calculates a customer’s remaining credit.
  • Credit Hold Balance
    • Provides the amount of currency reserved against the customer’s credit remaining when a load is authorized prior to the receipt of the BOL.  The following formula is used:
    • Dollars reserved against remaining credit = Configured Decrement size of a load x  Average Fuel Price currently in effect + Federal Tax Amount + State Tax Amount
  • Pre-Ordering Hold Balance
    • Identifies the amount of currency, on hold, for the credit account for outstanding pre-orders.
  • In Process BOLs
    • Defines the total estimated load cost of all In-Process BOLs.
  • Unprocessed BOLs
    • Describes the total estimated load cost of all Unprocessed BOLs.  These are BOLs that have been received in DTN TABS but not yet downloaded by company.
  • Remaining Amount
    • Specifies the amount of the following formula:
    • Credit Remaining = Credit Limit + Credit Adjustment – (Receivables + Orders + Special Liabilities + In Process BOL Balance + Unprocessed BOL Balance + Credit Hold Balance)
  • Credit Adjustment
    • Adds or deducts from a customer’s credit limit.  Used when identifying prepay customers. Classified as a Credit Type, it calculates a customer’s remaining credit.
  • Pre-Paid Amount
    • Provides the amount the customer has prepaid on the credit account.
  • Valued BOLs
    • Contains the value amount of the BOLs that have not been invoiced by the suppliers back office.  This information comes from Credit Account updates from the suppliers back office.
  • Remaining Credit Percentage
  • Currency
    • Displays the default country currency used to calculate the credit price values.
  • Unit of Measure
  • Modified Date
  • Modified By

 

Move Allocation Report

The Moved Allocations Report provides a detailed summary of allocations that were moved from one terminal to another using the Move Allocations functionality.

Window Definitions for Move Allocation Report

  • Search By
    • Describes the criteria selected find a product allocation. Options are:
      • Terminal & TG
      • Terminal by Name
      • Terminal Group
      • Terminal SPLC
      • Terminal by City
      • Terminal by Plant
  • Terminal or Terminal Group
    • Displays list of all available Terminal or Terminal Groups.
  • From
    • Selects the date the moved event was modified from using Chart.
  • To
    • Specifies the date the moved event was modified to using chart.

Report Results for Move Allocation Report

  • Event Name
    • Contains the name of the event.
  • Source Terminal Name
    • Defines the source terminal or terminal group of the source allocations.
  • Destination Terminal Name
    • Provides the destination terminal or terminal group in which the allocations are moving to.
  • Move Event Status
    • Identifies whether the move event is Active or Inactive.
  • Modified Date
    • Indicates the date the move event was modified.
  • Modified By
    • Describes the user that last modified the move event.
  • Move Action
    • Displays the move event current state.  Options are:
      • Pending – Move event saved but not yet moved. If the event is in pending status when it expires it will remain on the Current Move Events.
      • Moved – Move event that is in effect/activated.  After the move event has expired it will no longer display under Current Move Events screen.
      • Reset – Move event that has reset date less than the current date and therefore no longer in effect.
      • Invalid – Move event that has no allocations associated with the move event because allocations were deleted or removed from the move event.
  • Comments
    • Specifies user defined comments, if applicable.
  • Start Amount Adjustment
    • Determines the adjusted start amount.
  • Refresh Amount Adjustment
    • Identifies the adjusted refresh amount.
  • Move Date
    • Defines the effective date of the move event.
  • Reset Date Time
    • Describes the date the move event resets from the destination terminal back to the source terminal.
  • Source Terminal Details
  • Consignee / CGroup
    • Contains the consignee or consignee group.
  • Product
    • Identifies the product, product group, or product family to which the product allocation applies. This column contains the PIDX product code for a product and product family level allocations.
  • Unit of Measure
    • Indicates what unit of measure is being used for the allocation.
  • Refresh Type
    • Defines the frequency the allocation is refreshed. Options are:
      • Daily
      • Weekly
      • Monthly
      • Tri-Monthly
      • Custom
  • Refresh Days
    • Indicates the custom day for the refresh, if the Refresh Type or Period is Custom.
  • Start Amt
    • Displays the number of gallons initially allocated.
  • Refresh Amt
    • Describes the credit amount or the number of gallons of product remaining to be lifted on the allocation.
  • Scale Percent
    • Describes the percentage by which the allocation is being increased or decreased.
  • Active Status
    • Indicates if the allocation is active. Options are:
      • Active
      • Inactive
      • Unenforced
  • Start Date
    • Contains the date and time that the allocation went into effect.
  • Next Refresh Date
    • Contains the date and time the allocation is set to be refreshed with the specified Refresh Amount.
  • Destination Terminal Details
  • Consignee/CGroup
    • Indicates the consignee or consignee group.
  • Product
    • Identifies the product, product group, or product family to which the product allocation applies. This column contains the PIDX product code for a product and product family level allocations.
  • Unit of Measure
    • Indicates what unit of measure is being used for the allocation.
  • Refresh Type
    • Defines the frequency the allocation is refreshed.
  • Refresh Days
    • Provides the custom day for the refresh, if the Refresh Type or Period is Custom.
  • Start Amt
    • Displays the number of gallons initially allocated.
  • Moved Amt
    • Indicates the number of gallons moved from the source terminal to the destination terminal.
  • Refresh Amt
    • Identifies the credit amount or the number of gallons of product remaining to be lifted on the allocation.
  • Moved Refresh Amt
    • Describes the credit amount or the number of gallons of product allocation remaining to be lifted on the allocation.
  • Original Scale Percent
    • Specifies the source terminal initial scale percentage.
  • Adjusted Scale Percent
    • Defines the destination terminal set scale percentage.
  • Active Status
    • Determines whether the moved allocation is active.
      • Y = Active
      • N = Not Active
  • Start Date
    • Contains the date and time that the allocation went into effect.
  • Next Refresh Date
    • Displays the date and time the allocation is set to be refreshed with the specified Refresh Amount.
Product Allocation Availability Report

The Product Allocation Availability Report displays the percentage of time when the scale percent on the Active Allocation records was greater than or equal to a specified percentage.

Window Definitions for Product Allocation Availability Report

  • Country
    • Provides the country for the report.
    • Click Add to include more countries.
  • Terminal / Terminal Group
    • Selects a terminal or terminal group. When you select a terminal or terminal group, the system only shows audits of the specified terminal or terminal group.
    • Click Add to include more terminals and terminal groups.
  • Product
    • Specifies the product group or product family.
    • Click Add to include more products and product groups.
  • Consignee/CG
    • Selects a consignee or consignee group. When you select a consignee or consignee group, the system only shows audits of the specified consignee or consignee group.
    • Click Add to include more consignees and consignee groups.
  • Refresh Type
    • Indicates the type of refresh. Options are:
      • All
      • Daily
      • Weekly
      • Monthly
      • TriMonthly
      • Custom
    • Click Add to include more refresh types.
  • Start Date
  • Scale Percent Target
  • End Date

Report Results for Product Allocation Availability Report

  • Country
    • Describes the country for the report.
  • Terminal
    • Contains the unique identifier for the terminal. The Terminal ID consists of the SPLC code for the terminal and the Terminal Owner’s ID.
  • Customer
    • Provides a user-defined name for the customer.
  • Product 
    • Specifies the product group or product family.
  • Refresh Type
  • Scale Percent Target
  • Availability Percent Actual
  • Start Date
  • End Date