BA00050S/00/EN/25.23-00
71605645
2023-02-28

Products

Solutions

Services

Valid as of software version:
3.6

Operating Instructions
SupplyCare Hosting SCH30
Operating program for the coordination of material andinformation flow along the supply chain

Change history

SupplyCare Hosting SCH30

Change history

2

Document version

Valid for SW version

Changes to the previous version

BA00050S/18.16

3.0.xxUser Interface updated.
Span limits for secondary values, with tolerance;
Multiple disposals/deliveries per day
manageable.

BA00050S/19.16

3.1.xxTankfreeze augmented and Tank holdup
implemented.
User preferences augmented: Level can now be
displayed in millimeters.
Report template Secondary report implemented.

BA00050S/20.17

3.2.xxReconciliation Report and Measure point
monitoring implemented.
Data Protocol IMAP available as an option forincoming e-mails.

BA00050S/21.18

3.3.xxAutomatic update of GPS coordinates(Geopositioning) implemented.

BA00050S/22.19

3.4.xxSSL / TLS encryption for e-mail data exchange
implemented.
FTP Data transfer options augmented.

BA00050S/23.21

3.4.xxLinearization function augmented.
Template type Silo added.

BA00050S/24.22-00

3.6.xxUsers with role Master data can perform device
mapping.

BA00050S/25.23-00

3.6.xxInventory portal introduced.

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SupplyCare Hosting SCH30

Table of Contents
1

Document information . . . . . . . . . . . . . . 5

7

1.1
1.2
1.3
1.4

Document function . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Target audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Symbols and conventions . . . . . . . . . . . . . . . . . . . . . 5
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Viewing personalized tank view - "Mytank view" workplace . . . . . . . . . . . . . . 55

7.1

Viewing secondaries . . . . . . . . . . . . . . . . . . . . . . . . 57

8

Editing events - "Event" workplace . . 58

2

Basic safety instructions . . . . . . . . . . . . . 7

8.1

2.1
2.2
2.3
2.4
2.5

Requirements for the personnel . . . . . . . . . . . . . . . 7
IT security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Technical improvement . . . . . . . . . . . . . . . . . . . . . . 7This document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Event management - Status and weighting of events
58
Viewing event messages . . . . . . . . . . . . . . . . . . . . 59
Processing messages . . . . . . . . . . . . . . . . . . . . . . . 63
Setting the resubmission date . . . . . . . . . . . . . . . . 64

3

Identification . . . . . . . . . . . . . . . . . . . . . . 8

3.1
3.2
3.3
3.4

8.2
8.3
8.4

9

Planning delivery and disposal –"Scheduling" workplace . . . . . . . . . . . . 65

Product identification . . . . . . . . . . . . . . . . . . . . . . . . 8
Order code and software type . . . . . . . . . . . . . . . . . 8
System requirements . . . . . . . . . . . . . . . . . . . . . . . . 8
Registered trademarks . . . . . . . . . . . . . . . . . . . . . . . 9

9.1
9.2

4

System description. . . . . . . . . . . . . . . . . 10

9.4

Status management – delivery and disposal . . . . 65
Status display and notification of planneddelieveries and disposals . . . . . . . . . . . . . . . . . . . . 66
Planning delivery and disposal – "Scheduling"
workplace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Copying a delivery or disposal . . . . . . . . . . . . . . . . 72

4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9

Inventory Control with SupplyCare . . . . . . . . . . . 10
SupplyCare Hosting . . . . . . . . . . . . . . . . . . . . . . . . 10
Indication of inventory data . . . . . . . . . . . . . . . . . 10
Management of master data . . . . . . . . . . . . . . . . 10
Automatic update of GPS coordinates . . . . . . . . 10
Reports and connection to ERP systems . . . . . . 10
Event management . . . . . . . . . . . . . . . . . . . . . . . . 10
Alarm messages . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Retrieval of measured values . . . . . . . . . . . . . . . . 11

10

Totaling and managing templates –"Totaling" workplace . . . . . . . . . . . . . . 74

10.1
10.2
10.3
10.4

Totaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Saving a selection as a template . . . . . . . . . . . . . . 76
Selecting or deleting templates . . . . . . . . . . . . . . . 78
Creating an Ad hoc Reconciliation Report . . . . . . 78

11

5

User interface . . . . . . . . . . . . . . . . . . . . . 12

Viewing analysis data – "Analysis"
workplace . . . . . . . . . . . . . . . . . . . . . . . . 80

5.1
5.2
5.3
5.4
5.5
5.6
5.7

Starting the program . . . . . . . . . . . . . . . . . . . . . . 12
Page structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
General processing functions . . . . . . . . . . . . . . . . 24
Receiving messages (messaging) . . . . . . . . . . . . 33

11.1
11.2
11.3
11.4
11.5

"Analysis" overview table . . . . . . . . . . . . . . . . . . . . 81
KPIs (key performance indicators) . . . . . . . . . . . . 82
Outflow/Inflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Chart hourly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Chart daily . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

126

Monitoring tanks - "Tank" workplace. 34

Viewing tank locations on the map –"Map" workplace . . . . . . . . . . . . . . . . . . 86

6.1
6.2
6.3
6.4
6.5

Viewing tanks and associated information . . . . 34
Editing tank service status . . . . . . . . . . . . . . . . . . 42
Download history . . . . . . . . . . . . . . . . . . . . . . . . . 44
Viewing secondaries . . . . . . . . . . . . . . . . . . . . . . . 46
Viewing historical values and forecast values in theinventory chart . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Zoom functions in the inventory chart . . . . . . . . 53
Planning delivery and disposal via the inventory
chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

6.6
6.7

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9.3

12.1 Viewing a map and associated information . . . . 86
12.2 Tank details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
12.3 Planning a disposal or delivery . . . . . . . . . . . . . . . 88

13Managing master data . . . . . . . . . . . . . 89

13.1
13.2
13.3
13.4
13.5
13.6
13.7
13.8

Managing companies . . . . . . . . . . . . . . . . . . . . . . . 89
Managing users . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Managing tanks . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Managing aggregated tanks . . . . . . . . . . . . . . . 118
Managing tank types . . . . . . . . . . . . . . . . . . . . . 123
Managing locations . . . . . . . . . . . . . . . . . . . . . . 126
Managing products . . . . . . . . . . . . . . . . . . . . . . 129
Managing tank groups . . . . . . . . . . . . . . . . . . . . 131
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13.9 Managing linearization tables . . . . . . . . . . . . . . 133
13.10 Managing linearization rules . . . . . . . . . . . . . . . 139
13.11 Managing units . . . . . . . . . . . . . . . . . . . . . . . . . . 140
13.12 Managing a report (using CIDX and CSV reports) . .
141
13.13 Reconciliation report . . . . . . . . . . . . . . . . . . . . . . 150
13.14 Setting up messaging . . . . . . . . . . . . . . . . . . . . . . 154
13.15 Maintaining a user profile . . . . . . . . . . . . . . . . . 156
13.16 Selecting and changing user preferences . . . . . 158

14

Delimiters in export and report formats.
160

15

User roles and authorization . . . . . . .161
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . .163

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Document information

1

Document information

1.1

Document function

This document should support you during the configuration and operation of SupplyCare
Hosting.

1.2

Target audience

Beside basic PC operating knowledge no special training is needed to perform the Supply
Chain Management software operations. Nevertheless it is recommended receiving a
training on the system by Endress+Hauser.

1.3

Symbols and conventions

1.3.1

Used symbols

Safety symbols
SymbolMeaning

DANGER
A0011189-EN

WARNING
A0011190-EN

CAUTION
A0011191-EN

NOTICE
A0011192-EN

DANGER!
This symbol alerts you to a dangerous situation. Failure to avoid this situation will
result in serious or fatal injury.
WARNING!
This symbol alerts you to a dangerous situation. Failure to avoid this situation can
result in serious or fatal injury.
CAUTION!
This symbol alerts you to a dangerous situation. Failure to avoid this situation can
result in minor or medium injury.
NOTICE!
This symbol contains information on procedures and other facts which do not resultin personal injury.

Symbols for certain types of information
SymbolMeaning
Tip
Indicates additional information.
A0011193

Reference to page
Refers to the corresponding page number.
A0011195

1. , 2. , 3. ... Series of steps
Result of a sequence of actions
A0018373

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5Document information

SupplyCare Hosting SCH30

Symbols in graphics
SymbolMeaning

1, 2, 3 ...

Item numbers

1. , 2. , 3. ... Series of steps
A, B, C ...

.
1.3.2

Views
Hazardous area
Indicates a hazardous area.

A0011187

Indicates a non-hazardous location
Safe area (non-hazardous area)
A0011188

Conventions used in this manual

Typographical emphasis and particular symbols have been used to provide a clear structure
for this manual and highlight important information.
Emphasizing text
The following table provides you with a brief overview of conventions used to highlight andemphasize text in this manual.

6

Text emphasis

Meaning

ExampleBold

Keyboard entry, button, tab, menu,
instruction, directory path,commands

Select the Event Details tab.
Click the Event menu items.

1.4

Documentation

1.4.1

Operating instructions

Document number

Product

Type of Document

SH00001S

SupplyCare Hosting SCH30

Service Manual

TI01229S

SupplyCare Hosting SCH30

Technical Information

Endress+Hauser

SupplyCare Hosting SCH30

Basic safety instructions

2

Basic safety instructions

2.1

Requirements for the personnel

The personnel for installation, commissioning, diagnostics and maintenance must fulfill thefollowing requirements:• Trained, qualified specialists: must have a relevant qualification for this specific function
and task• Are authorized by the plant operator• Are familiar with federal/national regulations• Before beginning work, the specialist staff must have read and understood the instructionsin the Operating Instructions and supplementary documentation as well as in thecertificates (depending on the application)• Following instructions and basic conditions
The operating personnel must fulfill the following requirements:• Being instructed and authorized according to the requirements of the task by the facility'sowner operator• Following the instructions in these Operating Instructions

2.2

IT security

We only provide a warranty if the operating program is installed and used as described in
the Operating Instructions.
IT security measures in line with operators' security standards and designed to provide
additional protection for the operating program and operating program data transfer must
be implemented by the operators themselves.

2.3

Designated use

SupplyCare Hosting is a web-based operating program for coordinating the flow of material
and information along the supply chain.
SupplyCare Hosting gives you complete transparency over inventory levels in tanks and silos,
anytime, anywhere and even at remote locations.
Based on the measuring and transmission technology installed on site, the current
inventories are recorded and transmitted to SupplyCare.
With SupplyCare, you have a constant overview of all the current inventories. Critical levels
are clearly indicated and you can also receive active information on these levels if required.
Calculated prognosis gives additional security for replenishment planning.

2.4

Technical improvement

Endress+Hauser reserves the right to make technical improvements to the hardware andsoftware without prior notice. Such improvements are not documented if they do not affectthe operating functions of the software. A new version of the Operating Instructions iscreated if the improvement noticeably affects operation. See the change history in thismanual.

2.5This document
The screen views illustrated in this manual are sample views and can deviate from theviews you see on your screen. The screen views depend on personal settings and on theapplication.

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Identification

SupplyCare Hosting SCH30

3Identification

3.1

Product identification

The following options are available for identification of the software:• Order code with breakdown of the software features on the delivery note
• Enter serial number in W@M Device Viewer. All information about the software isdisplayed. Link: www.endress.com/deviceviewer.

3.2

Order code and software typeTo find out the version of your software, enter your software’s order code in the search
screen at the following address: www.products.endress.com/order-ident

3.3

System requirements

Internet browser:• Microsoft® Edge 93 (or later)• Mozilla Firefox 92 (or later)• Google ChromeTM 93 (or later)
Mobile devices:• Apple® iPhone® with Safari® on iOS 15 (or later)• Apple® iPad® with Safari® on iOS 15 (or later)
Browser configuration:• Active Scripting enabled• JavaScript enabled• Allow cookies
These are the official supported browsers that we recommend to use our SupplyCare Hosting
application. The use of any other browser version or technology may lead to limited
functionality and display.

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Identification

3.4

Registered trademarks

The following trademarks are either registered trademarks or trademarks of Microsoft
Corporation in the United States and/or other countries:
Microsoft®
Windows®
Windows Server®
The following trademarks are either registered trademarks or trademarks of Google LLC:
Google™
Google Chrome™
Google Maps™
The following trademarks are either registered trademarks or trademarks of Cisco Systems,
Inc. and/or its affiliates in the United States and certain other countries:
IOS®
Safari®, iPhone® and iPad® are trademarks of Apple® Inc., registered in the United States andother countries.

3.4.1

Legal notice concerning trademarks

All company/product names and/or all company logos may be trade names, trademarks
and/or registered trademarks of Endress+Hauser, its affiliates or of their respective owners
with which they are associated.

Endress+Hauser

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SupplyCare Hosting SCH30

4System description

4.1

Inventory Control with SupplyCare

SupplyCare Hosting comprises software components and information within the field of
Inventory Control.
SupplyCare can collect and visualize inventory, availability, consumption and needs of thetanks and silos online. This allows the rationalization of business and logistic processes andthe reduction of inventory and stockout. From onsite measurement and global remote datatransmission and visualization to integration in ERP systems, SupplyCare offers a universal,
standards-based solution. SupplyCare is modular in design.

4.2

SupplyCare Hosting

SupplyCare Hosting is a web-based operating program for the indication and monitoring oflevels of e.g. tanks and silos spread all over the world.

4.3

Indication of inventory data

The tank and silo inventories are regularly collected by SupplyCare. The current and previous
inventory data can be indicated at any time → ä 34 and → ä 86.

4.4

Management of master data

With SupplyCare you can create and manage master data of locations, companies, tanks,
products and users → ä 89 and→ ä 141.

4.5

Automatic update of GPS coordinates

By means of a GPS tracker fixed to the tank and transmitting data to the gateway, the up todate location of the tank can be determined anytime and be displayed in SupplyCare. The
GPS coordinates are updated automatically in SupplyCare like other measurement data.
Updating the GPS coordinates automatically is especially useful for mobile tanks.
The GPS coordinates of a location address, which is assigned to a tank, are separate
properties of the location. They are not altered if GPS data that come from a GPS
tracker are used optionally as tank location.
Use GPS data as location
Existing tanks → ä 27
New tanks → ä 96

4.6

Reports and connection to ERP systems

With SupplyCare you can create Excel reports about the measured value history or provide
current level and master data via CIDX-Report to an ERP system such as SAP → ä 141.

4.7

Event management

An event management system is integrated into SupplyCare. It shows events like the fall
below safety stocks or plan points. Additionally, notification e-mails can be sent topredetermined users → ä 58 and → ä 154.

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System description

4.8

Alarm messages

Whenever there is a technical problem e.g. connection problems, alarm messages are
generated and alarm e-mails are sent to the System Administrator.

4.9

Retrieval of measured values

The inventories of the tanks and silos are retrieved by measuring devices on site. By themeans of gateways, the measuring values are sent to the hosting environment ofEndress+Hauser and are thus available for the application SupplyCare.

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User interface

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5User interface

5.1

Starting the program

1. Start your Web browser.
2. Specify the URL for the Field Information Server. The URL is:

https://inventory.endress.com

The following screen appears:

PS0000736aen_36

3. Enter your E-mail address and click Next.
4.

Logon_en_2

4. Enter your Password and click Log in.
5.

The first time you log on, you are asked to reset your password.

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User interface

PS0000737aen_30

5. Enter your new password in the New Password and Repeat password fields.
7.
8.
6. Click Confirm new password to save the new password.
7. If you are using SupplyCare Hosting only, then you will be redirected to this application
9.

directly.
If you have other applications in the Inventory portal, then select SupplyCare Hosting
and click the Open button.

SelectApplication_SCHosting

8. The Portal window is displayed within the browser window. The view depends on theuser role you have been assigned.

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S1_BA00050SEN_0211_36

5.1.1

Forgotten password

If you have forgotten or want to reset your password, use the link Forgotten yourpassword? and follow the instructions.

PS0000739aen_30

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User interface

5.2

Page structure

5.2.1

Portal window

You can see the arrangement of the individual objects in the Portal window in the graphic
below.
12

3
45BA00050SEN_Portal window_36

1
2
3
4
5

Portal window
HeaderNavigation window with menus
Menu items
Application window

The menu and the appropriate menu items vary depending on the user role and thus
also changes the Portal window (→ ä 16).
SupplyCare is modular in design. The menu items differ for this reason. Furthermore,
the contents of the Application window can also differ as well as the contents of the
dialog windows.

5.2.2

Header

The header contains the name of the application you have selected in the Inventory portal.

5.2.3

Navigation window

Clicking a menu expands or collapses this menu. The active menu is highlighted in blue.
Menus
Depending on the user role, different menus are available here.
Multiple user roles can be assigned to a user at the same time. The menu tree is thenmade up of the menus for the user roles in question.

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Menu items
A menu is made up of various menu items depending on the user role in question. The
following table lists the menu items depending on the user role selected:
The menu items in the Workplace, Configuration and Profile menus differ as a resultof SupplyCare's modular design. The Profile menu is opened by clicking the arrow next
to your user name.
Menus
User Role

Workplace

Configuration

ProfileRead only• Tank 1)• My tank view
• Event 2)• Totaling
• Map

–

• User Profile• User Preferences

Operator• Tank 1)• My tank view
• Event 2)• Totaling• Analysis
• Map

–

• User Profile• User Preferences

Scheduler• Tank 1)• My tank view
• Event 2)• Scheduling• Totaling• Analysis
• Map

–

• User Profile• User Preferences

Master data–

• User• Tank• Aggregated tank
• Tank type
• Tank Group• Location• Company• Product• Linearization• Unit• Report• User Profile

1) Only users with the Operator user role can change the tank service status.
2) Only users with the Scheduler or Operator user role can change the status of an event.

Logging out
You can find the link to log off in the right-hand side of the header.
Clicking Log off takes you back to the Login screen:

PS0000736aen_36

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User interface

5.2.4

Application window

The content of the Application window varies depending on the menu item selected. The
active menu item is highlighted in blue.
As a result of SupplyCare's modular design, the contents of "Overview" and of "Detailedview" can differ as can the contents of the dialog windows.
Most of the Application windows contain the following view:• Overview• Detailed view

1

2

BA00050SEN_Application window_36

12Overview
Detailed view

Overview
The users or data are listed in tabular form in the overview.
Detailed view
Detailed information on the line selected in the table is displayed in the lower section. Leftclicking another line in the Overview opens up the detailed view of the information. Where
necessary, the information in the detailed view is split even further into tabs.
Tabs
Using the tabs, you can create, change and delete new objects. Forms or tables are displayedin the tab.

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A0036909-EN_300

5.3

Elements

The following elements are available in the individual views:

18

ButtonFunction

Input fields

One-line input fields to enter a value (text or digits).
Multiline input fields to enter a long text.

Output fields

One-line output fields to display a value (text or digits).
Multiline output fields to display a long text.

TablesMulticolumn tables in which individual rows can be selected.

Picklists

These allow the user to select from specified values.

Check boxes

These allow the user activate and deactivate certain functions.

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User interface

5.4

Icons

5.4.1

Standard buttons

The following standard buttons are used to edit and process individual objects:
ButtonFunction"

New – creates a new object that can be saved with Save

M

Edit – allows the user change the displayed contents of an object (depends on role).

ǙDelete – deletes the content of an object. A dialog box appears for the user to confirm
the deletion.

¼

Save – saves altered contents and newly created objects.

Cancel – undoºCopy – copies the data for the user, tank, aggregated tank, location, company, product,tank group, report, a disposal or a delivery.



Select tank picture – select a tank picture for tanks and aggregated tanks in the Tank
details tab.

+Update view – updates contents.

­

Configure my tank view – opens a popup window to configure the My tank view / My
object view screen.

v

Calendar – Button for selecting a period of time (e.g. resubmission date, start and end
date for a history).

ƧExcel-Export – Button for downloading data such as measured values to an Excel
spreadsheet.

ƥPDF-Export – Button for downloading data such as the system settings as a PDF file.

9

Print – button for printing charts.

Show – shows contents.

Cancel – undo.

5.4.2

¼ .

Buttons in tables

You can navigate through the table via the following buttons at the bottom of the table:
ButtonEndress+Hauser

Functionó

Goes to the start of the table.

÷

Scrolls back one page.

ÌMoves the table up one line. The element selected remains unchanged.

ËMoves the table down one line. The element selected remains unchanged.

ø

Scrolls forward one page.

ô÷øGoes to the end of the table.
Opens a pick list.

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5.4.3

Symbols for events

Status display
SymbolMeaning
Open - the event was triggered.
Acknowledged - the event was acknowledged but no action has yet been taken.
In process - measures have been initiated to replenish material.
Done - recorded by measurement. Replenishment process completed successfully.

Priority (weight)
SymbolMeaning
Plan point (GREEN)
Ship point (YELLOW)
Safety stock (RED)Freeze event (Eye-symbol with tooltip "Check")

5.4.4

Icons for tanks

SupplyCare allows users to select between the template types "Tank", "Silo" and "Object". These
template types have the exact same functionality. However, depending on your selection, thedescriptions in the menu, in Overview and in Detailed view change as well as the symbols
and tool tips that appear when you move the cursor over a symbol.
The symbols for tanks, silos and objects are shown in the following tables. The
descriptions that are different are listed after this (→ ä 24). Please note that the
template type "Tank" is used in all remaining sections of these Operating Instructions.

Status display
SymbolTank/Silo

Meaning
Object
OK (GREEN)
Standard tank/silo/object: the current (last measured) inventory level of the tank/silo/object in question is above the plan point/observance limit.
Recycling tank/silo/object: the current (last measured) inventory level of thecontainer question is below the plan point/observance limit.
OK (GREEN)
Aggregated standard tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is above the plan point/observance limit.
Aggregated recycling tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is below the plan point/observance limit.
Plan point/Observance limit reached (YELLOW)
Standard tank/silo/object: the current (last measured) inventory level of the container
in question is below the plan point/observance limit.
Recycling tank/silo/object: the current (last measured) inventory level of thecontainer in question is above the plan point/observance limit.
Plan point/Observance limit reached (YELLOW)
Aggregated standard tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is below the plan point/observance limit.
Aggregated recycling tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is above the plan point/observance limit.

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SymbolTank/Silo

Meaning
ObjectShip point/Point of action reached (ORANGE)
Standard tank/silo/object: the current (last measured) inventory level of the container
in question is below the ship point/point of action.
Ship point/Point of action reached (ORANGE)
Aggregated standard tanks/silos/objects: the current (last measured) inventory levelof the container in question is below the ship point/point of action.
Safety stock/Critical limit (RED)Standard tank/silo/object: the current (last measured) inventory level of the container
in question is below the safety stock/critical limit.
Recycling tank/Recycling silo/Recycling object: the current (last measured) inventory
level of the container in question is above the safety stock/critical limit.
Safety stock/Critical limit (RED)
Aggregated standard tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is below the safety stock/critical limit.
Aggregated recycling tanks/silos/objects: the current (last measured) inventory levelof the aggregated container in question is above the safety stock/critical limit.
Bad measured data - communication error. No measured data are available for thecontainer in question. The state is also shown for displayed secondary data if thecontainer is not out of order.
Bad measured data - communication error. No measured data are available for theaggregated container in question.
Out of service - the tank/silo/object is not available (e.g. due to overhaul). The time
when the container is out of order is marked in gray in the inventory chart.
Out of service - the aggregated tank/silo/object is not available (e.g. due to overhaul).
The time when an associated container is out of order is marked in gray in theinventory chart.
Overfilled - the measured value is higher than the tank’s /silo’s capacity or theobject’s maximum.
Overfilled - the measured value is higher than the aggregated tank’s /silo’s capacityor the aggregated object’s maximum.
Bad measured data - the measured value is lower than the tank’s /silo’s /object’s
zero.
Bad measured data - the measured value is lower than the aggregated tank’s /silo’s /object’s zero.

Status display for secondary values
SymbolMeaning
Upper span limit exceeded (RED)The actual (last measured) secondary value lies above the set span limits and outsideof the tolerance.
In tolerance range(GREEN)
The actual (last measured) secondary value lies inside the set span limits and insideof the tolerance.
Lower span limit undercut (RED)The actual (last measured) secondary value lies below the set span limits and outsideof the tolerance.

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5.4.5

Icons for tanks ("Map workplace")

SymbolTank/Silo

Meaning
Object
OK (GREEN) - no delivery/disposal planned.
OK (GREEN) - planned delivery/disposal.
OK (GREEN) - aggregated tank/silo/object: no delivery/disposal planned.
OK (GREEN) - aggregated tank/silo/object: planned delivery/disposal.
OK (GREEN) - several tanks/silos/objects available at the location. All thecontainers have the OK status. The containers can have different scheduling statuses(delivery/disposal planned or not planned).
Plan point/Observance limit reached (YELLOW) - no delivery/disposal planned.
Plan point/Observance limit reached (YELLOW) - planned delivery/disposal.
Plan point/Observance limit reached (YELLOW) - aggregated tank/silo/object: nodelivery/disposal planned.
Plan point/Observance limit reached (YELLOW) - aggregated tank/silo/object:planned delivery/disposal.
Ship point/Point of action reached (ORANGE) - no delivery/disposal planned.
Ship point/Point of action reached (ORANGE) - planned delivery/disposal.
Ship point/Point of action reached (ORANGE) - aggregated tank/silo/object: nodelivery/disposal planned.
Ship point/Point of action reached (ORANGE) - aggregated tank/silo/object:planned delivery/disposal.
Safety stock/Critical limit reached (RED) - no delivery/disposal planned.
Safety stock/Critical limit reached (RED) - planned delivery/disposal.
Safety stock/Critical limit reached (RED) - aggregated tank/silo/object: nodelivery/disposal planned.
Safety stock/Critical limit reached (RED) - aggregated tank/silo/object: planneddelivery/disposal.
Bad measurement data - no delivery/disposal planned.
Bad measurement data - planned delivery/disposal.
Bad measurement data - aggregated tank/silo/object: no delivery/disposal
planned.
Bad measurement data - aggregated tank/silo/object: planned delivery/disposal.
Out of order - no delivery/disposal planned.
Out of order - planned delivery/disposal.
Out of order - aggregated tank/silo/object: no delivery/disposal planned.
Out of order - aggregated tank/silo/object: planned delivery/disposal.
Diverse - several tanks/silos/objects with different statuses displayed are available
at the location. The containers can have different scheduling statuses (delivery/
disposal planned or not planned).
Overfilled - no delivery/disposal planned.
Overfilled - planned delivery/disposal.
Overfilled - aggregated tank/silo/object: no delivery/disposal planned.
Overfilled - aggregated tank/silo/object: planned delivery/disposal.
Bad measured data - no delivery/disposal planned.
Bad measured data - planned delivery/disposal.
Bad measured data - aggregated tank/silo/object: no delivery/disposal planned.
Bad measured data - aggregated tank/silo/object: planned delivery/disposal.

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5.4.6

Icons for scheduling

SymbolTank/Silo

Meaning
ObjectPlanned delivery/Planned disposal - a planned delivery or disposal is indicated in
the inventory chart and the calendar by a delivery van icon.
Standard tank/silo/object - how a standard tank/silo/object is indicated in the
Scheduling menu item.
Aggregated standard tanks/silos/objects - how aggregated containers are indicatedin the Scheduling menu item.
Recycling tank/silo/object - how a container is indicated in the Scheduling menu
item.
Aggregated recycling tanks/silos/objects - how aggregated recycling containers areindicated in the Scheduling menu item.

5.4.7

Icons for disposal and delivery status

SymbolMeaning
Detected - the Detected status is displayed in the following situations:• The system has detected a delivery or disposal which has been scheduled too early or
too late. You can process this delivery or disposal in the Details tab using theConfirm button.
• The system has detected a missing delivery or disposal. You can process this delivery
or disposal in the Details tab using the Mark as fulfilled button.
• The system has detected that measured data are missing. You can process thisdelivery or disposal in the Details tab using the Mark as fulfilled button.
Confirmed - the Confirmed status is displayed in the following situations:• A delivery or disposal which has been scheduled too early or too late was confirmed
when the delivery/disposal was created.
• A delivery or disposal which has been scheduled too early or too late has been
confirmed in the Details tab.
Deleted - a planned delivery or disposal has been deleted.
New - a new delivery or disposal has been planned.
Fulfilled - a new delivery or disposal has been fulfilled. If a delivery and disposal ismade, this is flagged by SupplyCare as Delivery made (detected)/Disposal made(detected).
If the system has detected a missing delivery/disposal or missing measured data, you
can process this delivery/disposal in the Details tab using the Mark as fulfilled button.
The delivery/disposal is displayed as Delivery fulfilled (confirmed)/Disposal fulfilled(confirmed).

5.4.8

Icons for analysis

SymbolTank /
Silo

Meaning
ObjectStandard tank/silo/object - how a standard container is indicated in the Analysis
menu item.
Aggregated standard tanks/silos/objects - how aggregated standard comtainers
are indicated in the "Analysis menu item.
Recycling tank/silo/object - how a recycling container is indicated in the Analysis
menu item.
Aggregated recycling tanks/silos/objects - how aggregated recycling containers areindicated in the Analysis menu item.

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5.5

Descriptions

Depending on whether "Tank" or "Silo" or "Object" was selected as the template type, thedescriptions in the menu, in "Overview" and in "Detailed view" change as well as the symbols
and tool tips that appear when you move the cursor over a symbol.
The following are the differences in the descriptions that involve more than simply replacing
the word "Tank" or "Silo" with "Object":
Standard template type "Tank" / "Silo"

Standard template type "Object"

Tank name / Silo nameObjectTank details / Silo details

Details

Tank partners / Silo partners

Partners

Tank service status / Silo service status

Service status

PP (Plan point)

OL (Observance limit)

SP (Ship point)

POA (Point of action)

SST (Safety stock)

CL (Critical limit)

DSST (Day(s) until reaching the safety stock

DCL (Day(s) until reaching critical limit

Capacity

Maximum

Free capacity

Free space

Inventory chart

Chart

Inventory

Received value

Outflow

Decrease

Inflow

Increase

DO (Daily outflow)

DD (Daily decrease)

ADO (Average daily outflow)

ADD (Average daily decrease)

DI (Daily inflow)

DI (Daily increase)

ADI (Average daily inflow)

ADI (Average daily increase)

Average inventory level

Average level

5.6

General processing functions

5.6.1

Using filter functions in tables (searching)

You can use the filter function to reduce the number of data sets displayed for a table. You
enter the filter functions in the top line of the table.

S20_BA00050SEN_0211_30

1. In the top table line, enter a complete designation or just the first few letters in thedesired field.

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2. Press Enter.
3. Only the matching table entries are now displayed.

In order to display the entire table contents again, delete your entries and press Enter.

You can always use the following filter functions for the individual fields:
Description

ExampleGroup

Function

User entry

Result (data displayed)

Character string* (wildcard)

Tank0*All entries that start with "Tank0", e.g.
"Tank01", "Tank02-special" etc.

*Tank0*All entries that contain "Tank0", e.g.
Frankfurt_Tank0-mp1 etc.

Integer8

All rows with the value 8=integer=8>integer>8

All rows with values greater than 8>=integer>=8

All rows with values greater than or equal
to 8<integer<8

All rows with values less than 8<=integer<=8

All rows with values less than or equal to 8

Integer-integer

8-100

All rows with values between 8 and 100<>integer<>8

All rows with values not equal to 8

!integer!8

Integer*8*

All rows with values that start with "8">floating point number>8.0

All rows with values greater than 8<floating point number<8.0

All rows with values less than 8

Floating point numberfloating point number

8.0-100.50

All rows with values between 8.0 and 100.50

Floating point number*(wildcard)8*

All rows with values that start with "8"Integers

Floating point
numbers

Date columns are converted for display purposes so they can be filtered like a string column.

5.6.2

Filtering the data records displayed (picklist)

You can use picklists to filter the data records displayed, such as for Unit, Time zone, Tank
group, Product, Supplier or Location.
If you have selected a value from the picklist, the data records that match the filter criteria
are automatically displayed. The content of the picklists is reset to the default values when
you leave the overview.

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5.6.3

Changing the column display (fields) in the overview table

Pressing the button  in the table header in the overview opens a context menu. Via thiscontext menu, you can show and hide columns or change the column order.

A0036809-EN_300

In the menu Workplace, menu item Tank, the button is not visible, if you selected atank from the list.
1. Click on the button Hide details, then the button  is visible again.

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5.6.4

Viewing numerical values (master data)

Numerical values above 1000 are displayed with a thousand separator. This is only the casewithin the Workplace menu, however.
In contrast to Measured values, Manual values are displayed in blue color followed by the
text MAN. The column Data source provides information on where the data comes from:measured or manually entered (for more details see Service Manual).

Arbeitsplatz_Tank_BA00050SEN_30

The character the system uses as the thousand separator depends on the language setting
selected in the browser, e.g.:
German (Germany) de-DE

1.234,78

German (Switzerland) de-CH

1’234.78

English (US) en-US

1,234.78

No thousand separator is used for numerical values that appear in views, histories orreports that are downloaded, sent or printed out.
The number of places after the decimal point is defined in the Configuration menu,
Unit menu item. Only people whose user role is configured as Master Data can change
the number of places after the decimal point for the units.

5.6.5

Changing master data

Depending on your particular user role, you can change data records in the "Company", "User","Tank", "Aggregated tank", "Tank type", "Location", "Product" and "Tank groups" master data.
The data for a tank are changed in the following example. Proceed in the same way for othermaster data.
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. The following detail view is displayed in the Application window:

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4. In the table, click the tank for which you want to make changes.
5. Select the Tank details tab.
6. The related tab is displayed in the lower section of the Application window:

Konfiguration_Tank_2_BA00050EN_30

7. Click the M button.
8. The tab is displayed in the edit mode.

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Konfiguration_Tank_3_BA00050EN_30

9. Make your changes.
10. Click ¼ to save your changes. Click  to abort the process.
11. If you want to make changes to the Tank groups tab, proceed as described for the Tank

details tab.

5.6.6

Displaying modified master data in fullIf a text that has been entered in an input box is too long to be displayed in full in a table
column, it is truncated. However, if you hover the cursor over the text, the text is displayedin full in a separate info box.

Lange_Zellinhalte_BA00050SEN_30

5.6.7

Selecting all the rows in a table

By activating the Assign check box you can select all the rows in a table.
1. Click the button M .
2. The specific tab is displayed in the edit mode:

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3. Activate the Assign check box.
4. Click ¼ to save your selection. Click  to abort the process.

5.6.8

Deleting master data

Depending on your particular user role, you can delete data records in the "Company", "User","Tank", Aggregated tank", "Location", "Product" and "Tank groups" master data.
A data record can only be deleted if the Ǚ symbol is displayed in the tab. If thesymbol is not displayed, the record is linked to other information. These links must be
disabled before the data record can be deleted.
The data for a tank are deleted in the following example. Proceed in the same way for othermaster data.
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. The following detail view is displayed in the Application window:

Konfiguration_Tank_4_BA00050EN_30

4. In the overview table, click the tank you want to delete.
5. The related tab is displayed in the lower section of the Application window:

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6. Click Ǚ to delete the tank.
7. The prompt "Do you really want to delete?" is displayed.
8. Click OK to delete the tank. Click Cancel to abort the process.

5.6.9

Copying and changing a data record

Depending on your user role, you can copy a data record in the following menu items: User,
Tank, Aggregated tank, Location, Company, Product, Tank group and Report.
Data (fields) that belong specifically to the data record are not copied. These fields remain
empty in the copied data record.
If the function is available, the following button º is displayed.
The data record of a tank is copied in the following example. The same procedure applies if
you want to copy other data records.
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the overview table, click the tank you want to copy.
4. The following detail view is displayed in the Application window:

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5. Click the º button. The data record is displayed in the editing mode.

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5.7

Receiving messages (messaging)
Everyone can receive a notification message.

A message from the system administrator is displayed the next time the user logs on.

PS0000954en_30

The following options are available:
Button/field

MeaningPrevious message This button is displayed if several messages are available. Click the Previous message
button to view and process previous messages.

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Next message

This button is displayed if several messages are available. Click the Next message button toview and process subsequent messages.

OK

This button is displayed for the last message. Click OK to exit the dialog.

Mark as red

Mark the message as read using the mark as read field.

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6Monitoring tanks - "Tank" workplace

6.1

Viewing tanks and associated information
The Tank menu item is available to people with Read only, Scheduler or Operator
configured as their user role.
The Notes and Files, Tank Partners, Location Details, Event Details and Freeze
Event Details tabs are displayed only if they contain at least one piece of information.
The time zone configured for the location is used for the Tank menu item (→ ä 126).
"UTC+00:00" is the default value.
Depending on your configuration, Objects or Silos are displayed instead of Tanks. For
more information refer to the appropriate chapter in the Service Manual for Systemadministration.
Manual values are displayed in blue color followed by the text MAN. The column Data
source provides information on where the data comes from: measured or manuallyentered.

1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item. A list of the tanks assigned to you is displayed.

Arbeitsplatz_Tank2_BA00050SEN_30

3. In the table, click the tank you want to view in greater detail.
4. The details of the selected tank are displayed in the Application window:

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Tank_Bestandsdiagramm_BA00050SEN_30

5. If you click on another line, the details of the newly selected tank are displayed.

Click the Hide details button when you want to hide the details again.

6. You can choose the following tabs in the lower part of the Application window:

Inventory chart, Tank details, Notes and files, Location details, Tank service status,
Event details and Download history.
SupplyCare distinguishes between standard tanks and recycling tanks. From astandard tank, the product is withdrawn. For a recycling tank, the tank is filled with the
product (→ ä 99).
In the "Workplace – Tank" view, the current level/available capacity are displayed ingraphic form in the Level column. For standard tanks, the colored bar drifts from left
to right with increasing level. The percentage specified corresponds to the current
level. For recycling tanks, the colored bar drifts from right to left with increasing level.
The percentage specified corresponds to the currently available capacity.

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6.1.1

SupplyCare Hosting SCH30"Tank" overview table

Pressing the button  in the table header in the overview opens a context menu. Via thiscontext menu, you can show, hide and move table columns.
The following columns are available for the overview table:
Columns

Description

Status

The symbol for the current tank status is shown on the display. See also the "Icons for tanks" chapter, "Status
display" section.

Location

Indicates the tank location. The location is the name of the location. The name is selected in the
Configuration menu in menu item Tank, field Location. The location is specified in the Location menu
item.

Tank nameIndicates the tank name. The field can also be displayed for existing secondary values.
• Primary value: The tank name for the primary value is entered in the Tank name field. Path:
Configuration →Tank → Tank details → Tank name• Secondary value: The tank names for the secondary values are entered in the Configuration menu, Tank
menu item, Secondaries tab, Name field.

Tank type

Indicates the tank type name. The name of the tank type describes a configured tank type. Tank types are
selected in the Configuration menu in menu item Tank, field Tank type. The tank type is specified in the
Tank type menu item.

Level

The current level is indicated as a symbol and a percentage.

Value

Displays the last valid primary value. The field can also be displayed for existing secondary values.
• The Value field indicates the last valid measured value.
• For aggregated tanks, the sum of the valid measured values for the associated tanks is displayed. Tanks
with status "Out of service" are not included. If all associated tanks are "Out of service", "0" is displayed as
the value.
• The number of places after the decimal point is defined in the Configuration menu, Unit menu item.
• Manual values are displayed in blue color followed by the text MAN, even if a manual value is used for atank which is part of an aggregated tank.

Unit

Indicates the unit. The field can also be displayed for existing secondary values.
• The unit for the primary value is selected via the Unit field in the Tank details tab. The units for theother measured values (secondary) are selected in the Profile menu in the User preferences tab.
• In the case of mass units, volume units and units of length, the selection for the field Unit mass, Unit
volume and Unit of length in the User preferences menu item has priority over the setting in the Tank
menu item.

Data Source

Provides information on the data and displays wether the data comes from a measured source or manuallyentered.

Free

The free capacity of the tank is calculated.
The calculation is based on maximum operating volume and product density.

Product

The product name is selected in the Configuration menu in menu item Tank, field Product. The product is
specified in the Product menu item.

Notes

Indicates whether tank and/or location notes are available.

Optimum

The optimum capacity of the tank is specified in the Configuration menu in menu item Tank, field
Optimum.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Capacity

The capacity of the tank is specified in the Configuration menu in menu item Tank, field Capacity.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

PP (plan point)

Tank plan point. The field can also be displayed for existing secondary values.
The plan point of the tank is specified in the Configuration menu in menu item Tank, field Plan point.
The value entered in the Secondaries tab is used here for secondary values.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

SP (Ship point)

The ship point of the tank is specified in the Configuration menu in menu item Tank, field Ship point.
If the Recycling check box is enabled, the ship point is not displayed.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

SST (Safety stock)

Tank safety stock. The field can also be displayed for existing secondary values.
The safety stock of the tank is specified in the Configuration menu in menu item Tank, field Safety stock.
The value entered in the Secondaries tab is used here for secondary values.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

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Columns

Description

Hysteresis

The hysteresis serves to prevent constant event messages, e.g. due to a fluctuating level. The field can also
be displayed for existing secondary values.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Out of service

The field is activated if the tank is currently "Out of service".

From date

Indicates the date as of which a tank was, is or will be "Out of service".

To dateIndicates the date until which a tank was, is or will be "Out of service".

Supplier

Indicates the responsible supplier. The supplier is created as a company.

Buyer

Indicates the buyer. The buyer is created as a company.

Buyer ID

Is equivalent to the ID field in the Company details tab in the Company menu item.

SDT (standard delivery time/standard
disposal time)Standard tanks: The standard delivery time for the tank is specified in the Configuration menu in menu
item Tank, field Standard delivery time.
Recycling tank: The standard disposal time for the tank is specified in the Configuration menu in menu
item Tank, field Standard disposal time.

Time unit

Time unit used for the SDT field (standard delivery/disposal time).

Time stamp

Time stamp for the last measured value. The field can also be displayed for existing secondary values.
• The time stamp of the time zone for the last valid measured value is used. Also see Time zone field.
• In the case of aggregated tanks, the time stamp from the associated tank which supplied the most recent
measured value is used.

Time zone

Time zone of time stamp. The field can also be displayed for existing secondary values.
The time zone of the location is used.

DSST (days until safety stock is reached)

Indicates the estimated number of days remaining until the safety stock is reached. The value is calculatedwith the average quantity per day. The calculated average quantity is based on the "Forecast based on" value.

PD (planned delivery/planned disposal)

The date and time for the next planned delivery are displayed for standard tanks. The date and time for the
next disposal are displayed for recycling tanks. The field is empty if no delivery or disposal has beenplanned.
The time zone of the location is used.

PD amount (amount for planneddelivery/amount for planned disposal)

Amount for the planned delivery and disposal. The unit corresponds to the unit in the Unit column.

Scaled value

Level measurement values can be displayed in the tank overview in scaled mode (with units).

Monetary value

Monetary value of the tank content, calculated based on the price information in the Configuration menu,
menu item Product, Product details tab.
Important: The tank content must be measured in a volume unit, too, if the unit in the price per unit (e.g. lin €/l) is a volume unit. Example: Price in €/l, tank content measured in m³. This is valid for mass units
respectively: Price in €/kg, tank content measured in t.

Data 1 (Tank) ... Data 3 (Tank)

Supplementary information to tanks, which can be edited by the user on the Tank notes tab. The Tank
notes tab with the input fields is located in the Configuration menu, menu item Tank.

Latitude (GPS)Geographic coordinate of the tank, silos or object, displayed in degrees latitude (decimal degrees, GPS).

Longitude (GPS)Geographic coordinate of the tank, silos or object, displayed in degrees longitude (decimal degrees, GPS).

6.1.2

Inventory chart

The historical and expected pattern for the inventory is displayed in the diagram for theperiod selected. The distribution is 2/3 for the history (measured values) and 1/3 forextrapolation (calculated values).
If the tank is out of service, only the historic pattern of the inventory is displayed. The
expected pattern for the inventory is not displayed.
Manual values are displayed in blue color followed by the text MAN.

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Via the Scaling field, choose between the minimum/maximum scaling and automatic
scaling. If "Min/Max" is chosen, the inventory is displayed between "0" and "Capacity". "Auto"displays the inventory between the smallest and largest displayable value - including
forecast values.
Select the period of time for the inventory chart via the Period selection field.
The current limit values are specified as horizontal lines in various colors
ColorStandard tanks

Recycling tanks

green

Range between the Optimum and Plan
point limit values

Range between Empty (value 0) and thePlan point limit value

yellow

Range between the Plan point and Ship
point limit values

Range between the Plan point and Safety
stock limit values

orangeRange between the Ship point and Safety
stock limit values

not present

red

Range between the Safety stock limit value Range between the Safety stock andand Empty (value 0)
Capacity limit values

Click the button Print chart to print the inventory chart.
If you want to zoom into a specific period (→ ä 53).

6.1.3

Tank details

The tab displays information on the tank and limit values.

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Description of fields
Field

Description

Tank name

The tank name is selected in the Configuration menu in menu item Tank, field Tank name.

Tank type

The tank type is selected in the Configuration menu in menu item Tank, field Tank type. Tank types are
configured in the Configuration menu in menu item Tank type.

Value

Last primary value• The Value field indicates the last valid measured value.
• For aggregated tanks, the sum of the valid measured values for the associated tanks is displayed. Tanks
with status "Out of service" are not included. If all associated tanks are "Out of service", "0" is displayed as
the value.
• The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Unit

Last unit of primary value• The unit is specified in the Tank menu item.
• In the case of mass units, volume units and units of length, the selection for the field Unit mass, Unit
volume and Unit of length in the User preferences menu item has priority over the setting in the Tank
menu item.

Time stamp

Time stamp of last primary value• The time stamp of the time zone for the last valid measured value is used. Also see Time zone field.
• In the case of aggregated tanks, the time stamp from the associated tank which supplied the most recent
measured value is used.

Product

The product name is selected in the Configuration menu in menu item Tank, field Product. The product is
specified in the Product menu item.

Location

The location is selected in the Configuration menu in menu item Tank, field Location. The location is
specified in the Location menu item.

Lat./Long. (GPS)GPS coordinates of the tank, expressed in decimal degrees. The fields are only displayed, if the check box
Use GPS data as location is activated in the Configuration menu in menu item Tank, tab Tank details.

Time zone

Time zone of time stamp.
The time zone of the location is used.

SDT (Standard delivery time in days orhours)The standard delivery time for the tank is specified in the Configuration menu in menu item Tank, field
Standard delivery time.

Capacity

The capacity of the tank is specified in the Configuration menu in menu item Tank, field Capacity.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Optimum

The optimum capacity of the tank is specified in the Configuration menu in menu item Tank, field
Optimum.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Plan point

The plan point of the tank is specified in the Configuration menu in menu item Tank, field Plan point.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Ship point

The ship point of the tank is specified in the Configuration"menu in menu item Tank, field Ship point.
If the Recycling check box is enabled, the ship point is not displayed.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Safety stock

The safety stock of the tank is specified in the Configuration menu in menu item Tank, field Safety stock.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Hysteresis

The hysteresis serves to prevent constant event messages, e.g. due to a fluctuating level (→ ä 100.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Free capacity

The free capacity of the tank is calculated.

Planning type

The planning type is displayed: "Standard tank" or "Recycling tank"

Constituent tanks

This field is displayed for aggregated tanks only.
All corresponding tanks are displayed in this list.

Value (aggregated tanks)This field is displayed for aggregated tanks only.
The Value field shows the last valid measured value for the tank selected in the "Constituent tanks" list.
The number of places after the decimal point is defined in the Configuration menu, Unit menu item.

Out of service

This field is displayed for aggregated tanks only.
The field is activated if the tank selected in the "Constituent tanks" list is out of service.

Bad measurement(s)This field is displayed for aggregated tanks only.
The field is activated if the tank selected in the "Constituent tanks" list returns bad measurement data.

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6.1.4

Notes and files

Notes, data and files pertaining to the tank and location are displayed in this tab.

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Via the Record selection field, choose whether the Notes or Data should be displayed.
Via the Files table, you can open the files and save them locally as follows:
1. Click the File name (hyperlink) in the Name column in the table.
2. A dialog box opens. Here you can choose whether you want to open the file or save it.
3. Click OK to open or save the file. Click Cancel to abort the process.

6.1.5

Tank partners

Information on the buyer and supplier is displayed in this tab. If no buyer/supplier iscurrently assigned to the selected tank, this tab is not visible.

S33-2_BA00050SEN_0211_30

The tank partner, buyer and supplier are assigned to the tank via the Configuration
menu in the Tank menu item, Tank details tab (→ ä 94).

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6.1.6

Location details

Information on the tank location is displayed in this tab.

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6.1.7

Tank service status

Information on the tank service is displayed in this tab.

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6.1.8

Event details

The event details for the currently applicable event, e.g. "Safety stock reached", for theselected tank are shown in this tab. If no event is currently applicable for the selected tank,this tab is not visible. For a description of the Event details tab (→ ä 60).

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6.1.9

Freeze event details

The event details for the currently applicable freeze event for the selected tank, are shownin this tab. If no freeze event is currently applicable for the selected tank, this tab is not
visible.
For a description of the Freeze event details tab → ä 60.

Arbeitsplatz_Tank_Freeze-Ereignis_BA00050SEN_30

6.2

Editing tank service status
Only users with the Operator user role can specify or change the service status of atank. All other user roles can only read this tab.
Users can enter several Out of service periods, but only one per day. The Out of service
periods are not allowed to overlap. A new Out of service period can only begin on adate, which has not been entered as an End date of a preceding Out of service period.
Past, present or future Out of service periods are shown in the Inventory chart tab in
the Tank menu item. During Out of service periods, the tank level is shown as ahorizontal line. The background of the inventory chart is shaded where Out of service
periods are displayed → ä 44.

If a tank is out of order for a service, this is shown in the tank overview table by thesymbol for individual tanks and thesymbol for aggregated tanks. Measured values
are no longer updated. Notifications of tank events are no longer produced.
1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item. A list of the tanks assigned to you is displayed.
3. In the overview table, select the tank whose service status you want to edit.
4. In the lower section of the Application window, select the Tank service status tab.

S34-2_BA00050SEN_0211_30

5. Select a time in the future when you want to put the tank out of service. You can either

enter the date directly in the Start date and End date fields or use the v button.
When entering the date directly use the dd.mm.yy format.

6. If necessary, enter a comment in the Comment field.

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7. Click  to save the Out of service period in the list.
8. SupplyCare reports that the Out of service period has been saved successfully. Click the

OK button to confirm.

Tankservicestatus-3_BA00050SEN_30

9. Editing the Out of service period: Select the relevant Out of order period from the list andtype in the desired dates in the fields From date and/or To date. Pay attention to not
overlap with Out of order periods already typed in.

Tankservicestatus-1_BA00050SEN_30

10. Click ¼ to save your changes. If Out of order periods overlap, SupplyCare displays anerror message. In this case, SupplyCare does not save your changes.

Tankservicestatus-2_BA00050SEN_30

11. Click the OK button to confirm the error message. Edit the dates in the fields From date

and/or To date again, as described above.

12. Deleting Out of order periods: Select the relevant Out of order period from the list, clickthe Ǚ button and, in the following safety request, confirm the delete command with
Yes or abort by clicking No.

Tankservicestatus-5_BA00050SEN_30

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6.2.1

Showing Out of order periods in the inventory chart

Past, present or future Out of service periods are shown in the Inventory chart tab in
the Tank menu item. During Out of service periods, the tank level is shown as ahorizontal line. The background of the inventory chart is shaded where Out of service
periods are displayed → ä 44.
Click the Workplace menu in the Navigation window.

1.

2. Click the Tank menu item.
3. In the table, click the tank whose secondary data you want to display in theInventory chart tab.

4. Click the Inventory chart tab. The following detail view is displayed in theInventory chart tab:Tankservicestatus-4_BA00050SEN_30

The inventory chart displays 2 out of order periods in the future.
Click the button Print chart to print the inventory chart.

6.3

Download history

The following options are available via the Download history tab:
• Save measured value history for all tanks shown in the overview or for one tank selectedin the overview in CSV format.
• Display measured value history for one tank selected in the overview in a diagram.
The CSV file contains the following data: Tank name, Time stamp, Value, Unit, Optimum,
Plan point, Ship point, Safety stock and Measure point (→ ä 45). If a value is manuallyconfigured it is marked with the suffix MAN.
1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item. A list of the tanks assigned to you is displayed.
3. In the overview table, select the tank whose history you want to view as a chart or saveas a CSV file.

4. In the lower section of the Application window, select the Download history tab.

On the right hand side a preview for the selected tank is displayed, if you click the ǡ
button.

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BA00055SEN_Tank_Historie_speichern_30

5. Select a time in the past for which you want to download data. You can either enter thedate directly in the Start date and End date fields or use the v button. When entering
the date directly use the dd.mm.yy format. The "UTC+00:00" time zone is used for thestart and end date.

6. If you want to download the measured value history as a file, MS Excel (CSV - Semicolonor CSV - Comma) is available as the Format.

7. Activate the check box Export selected tank only, if you only want to download the datafrom the selected tank. Deactivate the check box if you want to download the data fromall of the tanks shown in the table.

8. Activate the check box Include secondary values, if you also want to download thesecondary values. This information is only relevant when downloading the data as an
Excel file. From the drop down list select between the options Seperate line per data or
Single line full Data

9. Activate the check box Include scaled values, if you also want to download the scaled

values.

10. Activate the check box Export in Local Tank Timestamp, if you want to display theexport timestamp in the local time of the tank location. If the local time of the tanklocation is not available it will be exported in UTC.

11. Via the field Readings (max.), specify the maximum number of primary values per tank.
12. Click the ǡ buttons to display the measured value history in a diagram. If the selectedtank is out of service, only the historic pattern of the inventory is displayed. The
expected pattern for the inventory is not displayed.

13. Click the Ƨ button to download the measured values as an Excel spreadsheet

Tank name

Time stamp

Value

Unit

Optimum

Plan point

Ship point

Safety stock

R (Recycling tank)

Recycling tank Plan point

Recycling tank Safety stock

Measure point

The CSV file has the following structure:

TANK_01

1/13/10 6:40 AM

1.76

l

0

0

0

0

1

7.0

3.0

1

TANK_01

1/13/10 6:49 AM

5

A

0

0

0

0

1

7.0

3.0

2

TANK_01

1/13/10 6:58 AM

1

V

0

0

0

0

1

7.0

3.0

3

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Time stamp

Value

Unit

Optimum

Plan point

Ship point

Safety stock

R (Recycling tank)

Recycling tank Plan point

Recycling tank Safety stock

Measure point

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Tank name

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TANK_01

1/13/10 7:07 AM

28

°C

0

0

0

0

1

7.0

3.0

4

TANK_01

1/14/10 6:43 AM

1.757

l

0

0

0

0

1

7.0

3.0

1

TANK_01

1/14/10 6:52 AM

6

A

0

0

0

0

1

7.0

3.0

2

TANK_01

1/14/10 7:01 AM

2

V

0

0

0

0

1

7.0

3.0

3

TANK_01

1/14/10 7:10 AM

29

°C

0

0

0

0

1

7.0

3.0

4

TANK_01

1/15/10 6:46 AM

1.754

l

0

0

0

0

1

7.0

3.0

1

TANK_01

1/15/10 6:55 AM

7

A

0

0

0

0

1

7.0

3.0

2

TANK_01

1/15/10 7:04 AM

3

V

0

0

0

0

1

7.0

3.0

3

TANK_01

1/15/10 7:13 AM

30

°C

0

0

0

0

1

7.0

3.0

4

TANK_02

1/13/10 6:40 AM

2.76

l

10.0

8.0

7.0

3.0

0

0

0

1

TANK_02

1/13/10 6:49 AM

2.5

A

10.0

8.0

7.0

3.0

0

0

0

2

TANK_02

1/13/10 6:58 AM

31

V

10.0

8.0

7.0

3.0

0

0

0

3

TANK_02

1/13/10 7:07AM

2.8

°C

10.0

8.0

7.0

3.0

0

0

0

4

TANK_02

1/14/10 6:43 AM

2.757

l

10.0

8.0

7.0

3.0

0

0

0

1

TANK_02

1/14/10 6:52 AM

2.6

A

10.0

7.0

7.0

3.0

0

0

0

2

TANK_02

1/14/10 7:01 AM

32

V

10.0

7.0

7.0

3.0

0

0

0

3

TANK_02

1/14/10 7:10 AM

2.9

°C

10.0

7.0

7.0

3.0

0

0

0

4

TANK_02

1/15/10 6:46 AM

2.754

l

10.0

8.0

7.0

3.0

0

0

0

1

TANK_02

1/15/10 6:55 AM

2.7

A

10.0

8.0

7.0

3.0

0

0

0

2

TANK_02

1/15/10 7:04 AM

33

V

10.0

8.0

7.0

3.0

0

0

0

3

TANK_02

1/15/10 7:13 AM

3.0

°C

10.0

8.0

7.0

3.0

0

0

0

4

The language of the header of the CSV file depends on the language setting in thebrowser.
The table is sorted first by tank name, then by time stamp. The "UTC+00:00" time zone
is always used for the time stamp.
The column R provides information about the planning type. "0" stands for standard
tank. "1" stands for recycling tank.
The date and time are displayed as follows in the standard factory setting:yyyy-MM-dd, HH:mm:ss
Manual values are marked with the suffix MAN.

6.4

Viewing secondaries

A range of measuring devices allows additional measured variables (secondary) to berecorded in addition to the primary variable.
If secondary values have also been assigned to a tank, you can view these values in the"Workplace – Tank" view in the overview table, in the Inventory chart tab and in the46

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Tank details tab. A maximum of one primary value and eight secondary values can be
assigned to a tank.
The unit for the primary value is specified via the Unit field in the Tank details tab. In
the case of mass units and volume units, priority is given to your settings for the Mass
unit or Volume unit fields in the User preferences menu item.
The units for the secondary values are specified in the Measure point details tab in
the Engineering unit (for application) field.

6.4.1

Viewing secondaries in the overview table in the "Tank" menu
item

The secondary values are hidden or displayed as standard depending on the systemsettings for your contract. The secondary values are hidden in the default standard
setting.
1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item.
3. The following detail view is displayed in the Application window:

S38_BA00050SEN_0211_30

4. Click the Show secondary data button.
5. All the associated secondary data are shown underneath the specific tanks. Of thesecondary data, the following data are shown if available: Tank name, Value, Unit,
Hysteresis, Limit 1 and Limit 2. The tank name corresponds to the Name field in theSecondaries tab in the Tank menu item.

6. Click the Hide secondary data button to hide the secondary data.

6.4.2

Viewing secondaries in the inventory chart

Users with the Master Data user role can specify a name via the Secondaries tab in
the Tank menu item. This name is used in the overview table for the button and thegraph. If no name has been entered, the secondary values are given the default names
Secondary[1], Secondary[2], Secondary[3], Secondary[4], Secondary[5],Secondary[6], Secondary[7] and Secondary[8].
1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank whose secondary data you want to display in theInventory chart tab.

4. The following detail view is displayed in the Application window:

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The inventory chart displays the graph for the primary value.
5. Click the [Secondary value name] button beneath the chart.

Depending on the number of secondary values that have been assigned to the tank, theappropriate number of [Secondary value name [1 to 8]] buttons are displayed beneaththe inventory chart.

6. Click the [Secondary value name] button to hide the specific graph.

Click the button Print chart to print the inventory chart.
If you move the cursor over the graph, the specific value and time stamp are displayed
for the individual point in the graph.

6.4.3

Limits or span limits of secondary values

1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank for which you want to display secondary data.

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Bestandsdiagramm_Sekundaerwert_BA00050SEN_30

In addition to the primary value graph, the inventory chart shows the secondary value graphand the span limits.
4. Click the button [Secondary value name] below the inventory chart. Below theinventory chart, a number of buttons [Secondary value name [1 to 8]] is present,
which corresponds to the number of secondary values assigned.

5. Click the button [Secondary value name] to hide the respective graph.

Click the button Print chart to print the inventory chart.
If you move the cursor over the graph, the specific value and time stamp are displayed
for the individual point in the graph.

6.4.4

Viewing secondary data via the "Tank details" tab1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank for which you want to display secondary data.
4. Select the Tank details tab.
5. Click the button  beside the Value field.
6. The following screen appears:

Tankdetails_Sekundaerwerte_BA00050SEN_30

The magnifying glass cannot be selected in the following cases:• No secondary values are assigned to the selected tank.
• The tank supplies a bad measured value.
• The tank is out of service.
• The tank is assigned to an aggregated tank.

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6.5

SupplyCare Hosting SCH30

Viewing historical values and forecast values in theinventory chart

The inventory chart displays the values measured up to the present date with a continuousline and the values calculated from the present date with a broken line. No forecast values
are available for secondary values.
In the case of standard tanks, the forecast values are calculated from the "Average daily
outflow" value. In the case of recycling tanks, the forecast values are calculated from the"Average daily inflow" value.
Also, several planned deliveries (recycling tanks: disposals) located in the future areintegrated into the calculated value (forecast) and displayed.

Bestandsdiagramm-2_Fenster_BA00050SEN_30

The inventory chart offers the following additional functionalities:
Mouseover function
Additional information is displayed if you move the cursor over a graph in the inventory
chart. If the point in the graph is in the past, the "Inventory" window appears withinformation on the measured value and the time stamp. If the point in the graph is in the
future, the "Forecast" window appears with information on the calculated value and the timestamp.

Bestandsdiagramm_Fenster_BA00050SEN_30

Clicking on a point in the graphA dialog box appears if you click on a point in the graph with the cursor. The Historical value
dialog box appears for the values measured in the past. The Forecast value dialog box
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appears for the calculated values in the future. The Current value dialog box appears for thelast measured value received.

Bestandsdiagramm_Vergangenheitswert_BA00050SEN_30

Navigating via the dialog box
The Value field in the dialog box displays the measured value for the past and the calculated
value for the future. The Time stamp field displays the associated date and time. Click the
Q button to view the older measure points. Click the Y button to view the more recent
measure points. If you want to view points that are further back in time, change the numberof displayed days in the Period selection field.

6.5.1

Short term forecasting

The short term forecasting is a second forecast line in the inventory chart, which is
calculated based on the data of the past hours. The period of time can be defined individually
between 1 to 12 hours (settings see parameters table in the service manual).
The short term forecast line displays the values measured between the last hours (1 to 12,
according to the individual settings) up to the present time with a red dotted line.
The short term forecast line is also available for aggregated tanks.
The visualization of the short term forecast is disabled by default. For details see
parameters table in the service manual. To display the short term forecast, you need toadditionally activate the short term forecast in the Tank details tab.
Activating short term forecast for a tank
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank for which you want to activate short term forecasting.
4. Select the Tank details tab.
5. Click the M button.
6. The tab is displayed in the edit mode.
7. Click the red dot

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BA00055SEN_ShortTerm_activate_30

8. Enter the number of hours into the field Short term forecast period, which shall be

used to calculate the short term forecast from.

9. Click ¼ to save your changes. Click  to abort the process.

BA00055SEN_ShortTerm_DE_30

The short term forecast line offers the following additional functionality:
Mouseover function
Additional information is displayed if you move the cursor over a graph in the inventory
chart.

BA00055SEN_ShortTerm_MouseOver_30

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6.6

Zoom functions in the inventory chart

You can use the zoom function to enlarge a maximum section of 12 hours in the inventory
chart to get a closer look at the data.
1. Set the start of the zoom-in zone.

Proceed as follows:– Using the left mouse button, click the desired starting point.
– While holding the left mouse button, drag the mouse to the left or right.
– The selected zone is marked with a dark background. You can move the zone to the left or
right by dragging the mouse.
2. Release the left mouse button to select the end of the zoom-in zone.
3. The inventory chart with the selected zone is loaded.
4. Click Reset zoom to zoom out again.

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6.7

Planning delivery and disposal via the inventory chart
Only users with the Scheduler user role can plan deliveries for standard tanks anddisposals for recycling tanks.

1. Click the Workplace menu in the Navigation window.
2. Click the Tank menu item.
3. In the overview table, select the tank for which you want to plan a delivery or disposal.
4. In the lower section of the Application window, select the Inventory chart tab.
5. Click the graph in the inventory chart for the date you are planning a delivery or

disposal. The planned date must be in the future.

6. The Forecast value dialog box is displayed.
7. Click the Plan delivery (standard tanks) or Plan disposal (recycling tanks) button.
8. The Plan delivery dialog box appears for standard tanks. The Plan disposal dialog box

appears for recycling tanks.

9. Click the M button.
10. The dialog box appears in the editing mode.
11. You can view and enter the following data here:– Value: Displays the project level– Delivery date and time: The day selected in the calendar is used for the date. The time ispredefined.
– Amount: Enter the planned amount.
– Range: This field shows the number of days before the safety stock is reached for theamount entered. In the case of standard tanks, the number of days is calculated from the"Average daily outflow" value. In the case of recycling tanks, the number of days is
calculated from the "Average daily inflow" value.
– Refresh range: Via the + button, the Range field is updated for the amount entered.
– Comment: Enter a comment or note.
12. Click ¼ to save your changes. Click  to abort the process.
13. A delivery van icon

indicates the delivery and disposal in the inventory chart. If you
move the cursor over the delivery van field, information on the planned delivery or
disposal is displayed along with the delivery date and time.

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Viewing personalized tank view - "My tank view" workplace

7

Viewing personalized tank view - "My tankview" workplace

The personalized tank view shows you the tanks that you selected in your user profile in the
My tank view tab (→ ä 156).
The My tank view menu item is available to people with Read only, Scheduler or
Operator configured as their user role.
1. Click the Workplace menu in the Navigation window.
2. Click the My tank view menu item.
3. You are shown a list of all the tanks which you selected in the user profile.

Manual values are displayed in blue color followed by the text MAN. The column Data
source provides information on where the data comes from: measured or manuallyentered.
You can filter the tanks via the picklists Tank group, Product, Supplier and Location.
Whenever a selection is done, only the tanks within that group are displayed on thescreen.

Arbeitsplatz_Tankuebersicht_BA00050SEN_30

4. Where available, the following primary data are displayed for every tank: Tank name,Company name, Location, Product, Value with unit, Time stamp with time zone.

The last primary value is displayed. For aggregated tanks, the sum of all the lastmeasured values for the associated tanks is displayed.
Click the Ƨ button to export the content displayed to an Excel file.
To update the view and call up new measured data, you can either click the + button.
In addition it is possible to automatically refresh the view. Therefore, select your favored
time period for reloading from the picklist "Auto refresh".
The Auto refresh function only works if this feature is predefined in your systemproperties (see respective chapter in the Service Manual).
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Click the ­ button to configure your Tank view. The My tank view configuration window
is displayed.

Configuration_My tank view_BA0050SEN_30

Click the b button to display the legend. You can move the legend to another location by
pointing the cursor at the grey title bar and pressing and holding the left mouse button.

Tankuebersicht_Legende_BA00050SEN_30

5. Click the picture of the tank if you would like to see more tank details (→ ä 38).

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Viewing personalized tank view - "My tank view" workplace

Bestandsdiagramm_Tankuebersicht_BA00050SEN_30

7.1

Viewing secondaries
The  button is also displayed if secondary data are available for the tank.

1. Click the  button to display the secondary data.
2. A submenu opens. The first menu item displays the tank name of the primary value.

This can be followed by up to eight secondary names.

Sekundaerwert_auswaehlen_BA00050SEN_30

3. Select the appropriate secondary name.
4. The following secondary data are displayed: Tank name, Secondary name, Value withunit, Time stamp with time zone.
Click the  button again to return to the primary data. Select the tank name of the
primary value in the submenu.

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Editing events - "Event" workplace

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8Editing events - "Event" workplace

8.1

Event management - Status and weighting of events

An event is triggered if a limit value is undershot (Plan point, Ship point, Safety stock). The
status of the event is then set to Open. The weighting (severity) is derived from the limit
value, i.e. reaching the plan point is categorized as not critical (low) while reaching the safety
stock level is regarded as very critical (high).
Once an event has been generated, the user can change the status to Acknowledged or In
process. To making it easier to track events later, the change is stored with a time stamp anduser name.
If a critical limit is reached, determined by another measurement, the status of the event is
set to Open. If an inventory that is above the plan point is detected for standard tanks, andif an inventory that is below the plan point is detected for recycling tanks, the event assumes
the status Done and no other activities are required.
A point must be noted with the In process status. If the tank is not refilled by the set
resubmission date, the event status returns to Open.
The following diagram shows the status for an event in SupplyCare Hosting:

PS0000855en

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8.2

Viewing event messages
The Event menu item is available to people with Read only, Scheduler or Operator
configured as their user role.
The time zone configured in the User preferences menu item is used for the Eventdetails/Freeze event details and Event history tabs (→ ä 158). "UTC+00:00" is thedefault value. The time zone configured for the location is used for the Inventory chart
and Tank details tabs (→ ä 126). "UTC+00:00" is the default value.

The Event menu item provides effective support in a replenishment process which iscontrolled by means of order limits. For standard tanks, the events are triggered if limit
values in the individual tanks are undershot; for recycling tanks, they are triggered if thelimit values in the individual tanks are exceeded. A Freeze Event is triggered if the actual
measurement exceeds the configured freeze event delta. In addition to screen display, people
can also be notified of the events by e-mail.
1. Click the Workplace menu in the Navigation window.
2. Click the Event menu item.
3. The following is displayed in the Portal window with an overview of all the events,

sorted in order of priority:

S48_BA00050SEN_0211_36

4. To filter the displayed events, select the filter criteria:– View: Select between All, Only limit events or Only freeze events.
– Status: Select between All (except for done), Only open, Only acknowledged, Only inprocess or Only done.
The filters Only acknowledged and Only in process exclusively have an effect on limit
events. Any other filter will effect both types of events.
– Severity: Select between All, Only low, Only medium or Only high.
The filters Only low and Only medium and Only high exclusively have an effect on limit
events. Any other filter will effect both types of events.

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If the set filters do not overlap each other, i.e. resulting in no events, the previous filter
settings are restored. The following error message is displayed:

Arbeitsplatz_Ereignis_Ereignis Log Fehlermeldung_BA00050SEN_30

5. In the overview table, click on an event which you would like to view or for which you

require further information.

6. You can select the following tabs in the lower area of the Application window:

Event details/Freeze event details, Event history, Inventory chart or Tank details.

8.2.1

Event details

S49_BA00050SEN_0211_30

A form with the following fields is shown on this tab:
Message, Comment, Acknowledge and In process.
In addition, the display also shows the Amount, Time stamp, Unit, Time zone andComments fields for standard tanks for planned deliveries, and for recycling tanks forplanned disposals.

8.2.2

Freeze event details

Arbeitsplatz_Ereignis_Freeze-EreignisDetails_BA00050SEN_30

A form with the following fields is shown on this tab:
Message, Value of the received measurement, Unit of the tank, Time stamp of themeasurement in the respective time zone, Time zone of the measurement.

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Editing events - "Event" workplace

In addition, the display shows in the lower section information on the Limit:
Value ("Frozen measurement" in respective Unit), Unit of the tank, Time stamp of the frozen
measurement in the respective time zone, Time zone of the frozen measurement, Freeze
event delta, Unit of the tank.

A form with the following fields is shown on this tab:
Message: Short description of the type of event
Value: Value of the received measurement
Unit: Unit of the tankTime stamp: Point of time of the "frozen" measurement in the respective time zone
Time zone: Time zone of the measurement
In addition, the display shows in the lower section information on the Limit:
Value: "Frozen" measurement in respective Unit
Unit: Unit of the tankTime stamp: Point of time of the "frozen" measurement in the respective time zone
Time zone: Time zone of the "frozen" measurement
Freeze event delta: Numeric value for the set event delta
Unit: Unit of the event delta

1. Click the Mark as done button to acknowledge the event. The following message

appears:

Arbeitsplatz_Ereignis_Freeze-EreignisDetails_2_BA00050SEN_30

2. Click OK.

A Freeze event will only be generated once during a check period. The status of theevent is Open until it is marked as done. If a new Freeze event occurs in the next check
period, the previously created event is taken over to the Event history.

8.2.3

Holdup event details

Arbeitsplatz_Ereignis_Holdup-EreignisDetails_BA00050SEN_33

A form with the following fields is shown on this tab:
Message: Short description of the type of event
Value: Value of the received measurement
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Editing events - "Event" workplace

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Unit: Unit of the tankTime stamp: Point of time of the "frozen" measurement in the respective time zone
Time zone: Time zone of the measurement
In addition, the display shows in the lower section information on the Limit:
Value: "Frozen" measurement in respective Unit
Unit: Unit of the tankTime stamp: Point of time of the "frozen" measurement in the respective time zone
Time zone: Time zone of the "frozen" measurement
Delta: Texttexttext
Unit: Unit of the Delta
1. Click the Mark as done button to acknowledge the event. The following message

appears:

Arbeitsplatz_Ereignis_Freeze-EreignisDetails_2_BA00050SEN_30

2. Click OK.

A Holdup event will only be generated once during a check period. The status of theevent is Open until it is marked as done. If a new Holdup event occurs in the next check
period, the previously created event is taken over to the Event history.

8.2.4

Event history

S49-2_BA00050SEN_0211_30

This tab displays the history of an event selected in the overview table. The screen includes
Time stamp, Severity, Status, Message, Comment and User.

8.2.5

Inventory chart

The inventory chart of the associated tank is shown here for the event currently selected. Fora description of the Inventory chart tab, → ä 37.

8.2.6

Tank details

The tank details of the associated tank are shown here for the event currently selected.Fora description of the Tank details tab, → ä 38.

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8.3

Processing messages
Only users with the Scheduler or Operator user role can comment on events andassign a status.

1. Click the Workplace menu in the Navigation window.
2. Click the Event menu item.
3. In the overview table, select the event that you want to process.
4. In the lower section of the Application window, select the Event details tab.

S50_BA00050SEN_0211_30

5. Click the M button.
6. The tab is displayed in the edit mode.

S50-2_BA00050SEN_0211_30

7. If you have acknowledged this event, activate the Acknowledge check box.

If replenishment measures have already been initiated, activate the In process check box
and change the resubmission date if necessary.
You can enter comments on this event in the Comment section.
If the status of the event was set to In process, the system monitors whether the tankis replenished by the Resubmission date. If this is not the case, the status of the eventis reset to Open and the appropriate notification messages are triggered. As standard,
the Resubmission date is calculated from the standard delivery time. This can also be
set individually for every event however.

8. Click ¼ to save your changes. Click  to abort the process.

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8.4

SupplyCare Hosting SCH30

Setting the resubmission date
Only people whose user role is configured as Scheduler or Operator can set a
resubmission date for events.
You can only set a resubmission date for the In process option.

1. Click the Workplace menu in the Navigation window.
2. Click the Event menu item.
3. In the overview table, select the event that you want to process.
4. In the lower section of the Application window, select the Event details tab.
5. Click the M button.
6. Activate the In process check box.
7. The tab is displayed in the edit mode.

S51_BA00050SEN_0211_30

8. Either enter the date directly in the Resubmission date field or use the v button.
9. If necessary, specify a time (in hours and minutes) for the Resubmission time fields.
10. Click ¼ to save your changes. Click  to abort the process.

If a standard tank is refilled and the inventory is again above the plan point, the statusof the event automatically changes to Done. If a recycling tank is drained and theinventory is once again below the plan point, the status of the event automaticallychanges to Done.
The "Standard delivery time" is displayed for standard tanks, and the "Standard disposaltime" for recycling tanks.

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Planning delivery and disposal – "Scheduling" workplace

9

Planning delivery and disposal – "Scheduling"
workplace

9.1

Status management – delivery and disposal

When a new delivery/disposal is created, the system checks whether the delivery/disposal
is planned too early or too late. The forecast data determined by SupplyCare are used tocheck the information. The user can either reschedule the delivery/disposal which is toolate/early or confirm this as an early or late delivery/disposal.
SupplyCare monitors the deliveries and disposals daily. If it detects an early or late delivery/
disposal, this delivery/disposal can be confirmed. If it detects a missing delivery/disposal,
this delivery/disposal can be mark as fulfilled. For the event "Missing delivery", the same
hysteresis values apply which have been entered in the menu Configuration, menu item
Tank, Tank details tab → ä 94 and → ä 100.
The following diagram shows the status management for disposals and deliveries in
SupplyCare Hosting:

New delivery/
disposal
yes
Early
Validity-check
OK?

Rescheduleno

Early delivery/
disposal confirmed

noLate delivery/
disposal confirmed

yes

Early delivery/
disposal confirmed

yes

Late delivery/
disposal confirmed

yes
Late

yes

no

Reschedule
no

Early

Confirm

Late

Confirmnono
Daily validity
check OK?
yesnoMissedMark as fulfilled

yes

Delivery/disposal
marked as fulfilled

Delivery/disposal
detected as fulfilled
A0034561-EN.eps

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9.2

SupplyCare Hosting SCH30

Status display and notification of planned delieveries
and disposals
Only users with the Scheduler user role receive notification of planned deliveries anddisposals and can process such notification messages.
For a user to receive notification, the PDL and/or PDE check boxes must be enabled in
the Tank group tab in the Tank group menu.

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click the Overview tab.
4. The following is displayed in the Portal window with an overview of all the statuses for

all the disposals and deliveries:

S53_BA00050SEN_0211_30_

5. In the overview table, click a status to change it or to view the history.
6. You can select the following tabs in the lower area of the Application window:

Details or History.

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Planning delivery and disposal – "Scheduling" workplace

9.2.1

Processing status

The following status information can be displayed:
SymbolMeaning
Detected - the Detected status is displayed in the following situations:• The system has detected a delivery or disposal which has been scheduled too early or
too late. You can process this delivery or disposal in the Details tab using theConfirm button.
• The system has detected a missing delivery or disposal. You can process this delivery
or disposal in the Details tab using the Mark as fulfilled button.
• The system has detected that measured data are missing. You can process thisdelivery or disposal in the Details tab using the Mark as fulfilled button.
Confirmed - the Confirmed status is displayed in the following situations:• A delivery or disposal which has been scheduled too early or too late was confirmed
when the delivery/disposal was created.
• A delivery or disposal which has been scheduled too early or too late has been
confirmed in the Details tab.
Deleted - a planned delivery or disposal has been deleted.
New - a new delivery or disposal has been planned.
Fulfilled - a new delivery or disposal has been fulfilled. If a delivery and disposal ismade, this is flagged by SupplyCare as Delivery made (detected)/Disposal made(detected).
If the system has detected a missing delivery/disposal or missing measured data, you
can process this delivery/disposal in the Details tab using the Mark as fulfilled button.
The delivery/disposal is displayed as Delivery fulfilled (confirmed)/Disposal fulfilled(confirmed).

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. In the overview table, select a status that you want to process.
4. In the lower section of the Application window, select the Details tab. The following tab

appears:S54_BA00050SEN_0211_30

You can process the following statuses with the Mark as fulfilled button:– Missed delivery/disposal (detected)– Missed delivery/disposal (no measurement)
You can process the following statuses with the Confirm button:– Early delivery/disposal (detected)– Late delivery/disposal (detected)

9.2.2

Viewing status history

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.

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3. In the overview table, select a status that you want to process.
4. In the lower section of the Application window, select the History tab. The following tab

appears:

S55_BA00050SEN_0211_30

9.3

Planning delivery and disposal – "Scheduling"
workplace
Only users with the Scheduler user role can plan deliveries for standard tanks anddisposals for recycling tanks.
Manual values are displayed in blue color followed by the text MAN. The column Data
source provides information on where the data comes from: measured or manuallyentered.

You can plan several deliveries for each standard tank, a maximum of 3 deliveries per day.
You can plan several disposals for each recycling tank, a maximum of 3 disposals per day.
There has to be a 30 minute time interval between the deliveries or disposals.
The time zone of the location of the tank is used as the time zone. The unit of the tank isused as the unit. In the case of mass units and volume units, priority is given to your settings
for the Mass unit or Volume unit fields in the User preferences menu item.
If a tank is out of service, this is indicated in the calendar with a bar and thedeliveries or disposals can be planned for this period.
Planned deliveries and disposals are indicated by a delivery van
the Inventory chart tab.

symbol. No

in the calendar and in

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click on the Planning tab. The following view is displayed in the Application window:

Plan_delivery_disposal_1_BA00050SEN_30

4. In the overview table, click the tank for which you want to plan a disposal or delivery.

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Planning delivery and disposal – "Scheduling" workplace

5. The following detail view is displayed in the Application window:

Lieferung_planen_BA00050SEN_30

The current date is displayed with a grey background in the calender. Every date in the future
has a color background. The color indicates the forecast value for the tank status for thatparticular date.
Color

Standard tanks

Recycling tanks

Grey

Current dateCurrent date

Green

"OK":
The forecast value is larger than the plan
point

"OK":
The forecast value is between 0 and theplan point

Yellow"Plan point":
The forecast value is between the plan
point and the ship point"Plan point":
The forecast value is between the plan
point and the safety stock

Orange"Ship point":
The forecast value is between the ship
point and the safety stock

Not applicable

Red"Safety stock":"Safety stock":
The forecast value is below the safety stock The forecast value is above the safety stockWhite

The date is in the past or the tank/aggregated tank is out of service

The date is in the past or the tank/aggregated tank is out of service

Click the b button to display the legend. You can move the legend to another location by
pointing the cursor at the blue title bar and pressing and holding the left mouse button.
00:00 (midnight) is the time that is used to determine the color or the tank status forthe particular date. For example, if the "Ship point" is reached at 4 a.m. (04:00) on May
15, and the "Safety stock" at 8:30 p.m. (20:30), May 15 is given the background color"red" for "Safety stock".

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9.3.1

SupplyCare Hosting SCH30

Planning a delivery or disposal

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click on the Planning tab.
4. In the overview table, click the tank for which you want to plan a delivery or disposal.
5. The following detail view is displayed in the Application window:

Lieferung_planen_BA00050SEN_30

6. Click the Plan delivery/disposal tab.
7. In the calendar, where necessary use the Next month button to select the month forwhich you are planning a delivery or disposal.

8. A gray "+" shows up in the day where the cursor is placed. Click the gray "+".
9. The Plan delivery dialog box appears for standard tanks. The Plan disposal dialog box

appears for recycling tanks.

Lieferung_planen_2_BA00050SEN_30

10. Click the M button.
11. The dialog box appears in the editing mode.
12. You can view and enter the following data here:– Value: Displays the projected level– Delivery date and time: The day selected in the calendar is used for the date. The time ispredefined.
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Planning delivery and disposal – "Scheduling" workplace– Amount: Enter the planned amount.
– Range: This field shows the number of days before the safety stock is reached for theamount entered. In the case of standard tanks, the number of days is calculated from the"Average daily outflow" value. In the case of recycling tanks, the number of days is
calculated from the "Average daily inflow" value.
– Refresh range: Via the + button, the Range field is updated for the amount entered.
– Comment: Enter a comment or note.
13. Click ¼ to save your changes. Click  to abort the process.

The system performs a plausibility check when a planned disposal or planned delivery is
saved. If the values entered are implausible, a dialog box is displayed, → ä 71.

14. Deliveries and disposals are entered in the calendar with a delivery van icon

and theplanned amount. The delivery date and time are displayed when you move the cursor
over this field.

9.3.2

Plausibility check

The plausibility check only checks the latest planned delivery/disposal.
A plausibility check is only performed if a safety stock (SST) and plan point (PP) havebeen saved for the tank.
The system performs a plausibility check on which a planned delivery or a planned disposal
is saved. The planned date and the planned time are checked with the calculated values forthe safety stock (SST) and plan point (PP). If the planned date is before the calculated datewhen the plan point will be reached, a dialog box is displayed with the message "Inconsideration of the forecast value(s) the planned delivery/disposal date might be too early".
If the planned date is after the date on which the safety stock will be reached, the dialog box"In consideration of the forecast value(s) the planned delivery/disposal date might be toolate" is displayed.

S58_BA00050SEN_0211_30

Click the Confirm button to confirm the date entered for the delivery/disposal.
Click the Reschedule button to correct your entries.
– The Plan delivery dialog box appears for standard tanks. The Plan disposal dialog box
appears for recycling tanks.
– Correct your entries.
– Click ¼ to save your changes.

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9.3.3

SupplyCare Hosting SCH30

Deleting a delivery or disposal

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click on the Planning tab.
4. In the table, click the tank for which you want to delete a delivery or disposal.
5. Click the Plan delivery/disposal tab.
6. In the calendar, click the entry that you want to delete.
7. The Delivery details dialog box appears for standard tanks. The Disposal details dialog

box appears for recycling tanks.

PS0000965en_30

8. Click the Ǚ button to delete the delivery or disposal.
9. The prompt "Do you really want to delete?" is displayed.
10. Click OK to delete the entry. Click Cancel to abort the process.

9.4

Copying a delivery or disposal

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click on the Planning tab.
4. In the overview table, click the tank for which you want to copy a delivery or disposal.
5. Click the Plan delivery/disposal tab.
6. In the calendar, click the entry that you want to copy.
7. The Delivery details dialog box appears for standard tanks. The Disposal details dialog

box appears for recycling tanks.

PS0000965en_30

8. Click º to copy the entry.
9. The Copy delivery dialog box appears for standard tanks. The Copy disposal dialog box

appears for recycling tanks.

10. Click the M button.
11. The dialog box appears in the editing mode.
12. Enter the desired amount in the Amount field.
13. For the Delivery date and time field, select a new date and time.

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Planning delivery and disposal – "Scheduling" workplace

14. Enter a comment or a note for the Comment field.
15. Click ¼ to save your changes. Click  to abort the process.
16. Deliveries and disposals are entered in the calendar with a delivery van icon

and theplanned amount. The delivery date and time are displayed when you move the cursor
over this field.

9.4.1

Viewing a planned delivery or disposal and saving as an Excel
spreadsheet

1. Click the Workplace menu in the Navigation window.
2. Click the Scheduling menu item.
3. Click on the Planning tab.
4. In the overview table, click the tank for which you want to display the deliveries ordisposals.

5. Click the Planned delivery/disposal tab.
6. The following detail view is displayed in the Application window:

PS0000967en_30

7. All the deliveries or disposals for the selected tank are listed in the table, withinformation on the date (PD column), amount (PD amount column) and a comment.

8. Click the Ƨ button to download the table as an Excel spreadsheet

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Totaling and managing templates – "Totaling" workplace10

SupplyCare Hosting SCH30

Totaling and managing templates – "Totaling"
workplace
The Totaling menu item is available to people with Read only, Scheduler or Operator
configured as their user role.
Manual values are displayed in blue color followed by the text MAN. The column Data
source provides information on where the data comes from: measured or manuallyentered.

10.1

Totaling

In the Totaling menu item, it is possible to add up the values of the Value, Capacity, Free
and PD amount and Monetary value fields. The totalized Level is represented graphically.
The values of standard tanks can be totaled in the Standard tanks tab and the values ofrecycling tanks in the Recycling tanks tab. Tanks and aggregated tanks can be included ina calculation.
1. Click the Workplace menu in the Navigation window.
2. Click the Totaling menu item.
3. The following view is displayed in the Application window:

Summierung_uebersicht_BA00050SEN_30

4. In the Select table column, enable the check boxes of the tanks that should be totaled.

At least one tank must be selected for the calculation.
As a prerequisite for the monetary value calculation, a price must be entered in the
Product details tab in Configuration menu → ä 129.
Only tanks with convertible units and currencies can be totalized.
Activating the check box in the Select column header selects all the tanks in the table,
while deactivating the check box disables all the tanks.

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Totaling and managing templates – "Totaling" workplace

Summierung_2_BA00050SEN_30

5. Select the unit of the selected tanks in the Unit field.
6. Click the Calculate button.
7. The following detail view is displayed in the Application window:

Summierung_3_BA00050SEN_30

You must press the Calculate button a second time to incorporate any changes to theselection which are made after the calculation has been performed. If you do not, thefollowing message is displayed beside the Calculate button: "You have changed theselection. Please recalculate."
Clicking the + button deactivates any activated check boxes and deletes thecalculated values in the detail view. However, anything selected via the picklists of thevarious fields in the table header is retained.

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Totaling and managing templates – "Totaling" workplace

10.2

SupplyCare Hosting SCH30

Saving a selection as a template

The choice of tanks or aggregated tanks can be saved as a template.
1. Click the Workplace menu in the Navigation window.
2. Click the Totaling menu item.
3. In the Select table column, select the check boxes of the tanks that should be totaled.
4. Select the unit of the selected tanks in the Unit field.
5. Click the Calculate button.
6. The ¼ Save button appears in the header of the table.
7. Click the ¼ Save button.
8. The Save selection as template dialog box appears on the display:

Summierung_5_BA00050SEN_30

The  and  buttons do not appear in the dialog box when you create the first
template.
9. Click the M button.
10. The dialog box appears in the editing mode.

Summierung_6_BA00050SEN_30

You have two options: you can either create a new template or overwrite an existing
template.

10.2.1Creating a new template

1. Perform all the steps specified in Chapter "Saving a selection as a template", → ä 76.
2. In the Save selection as template dialog box, click the " button.

The " button does not appear in the dialog box when you create the first template.
3. Enter a template name. The template name can have a maximum of 64 characters.
4. Click ¼ to save your changes. Click  to abort the process.

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Totaling and managing templates – "Totaling" workplace

10.2.2

Overwriting an existing template

1. Perform all the steps specified in Chapter "Saving a selection as a template", → ä 76.
2. Click the  button.
3. The Overwrite existing template dialog box is displayed:

Summierung_7_BA00050SEN_30

4. In the overview table, click the template you wish to overwrite.
5. The template is displayed in the Save selection as template window.

Summierung_8_BA00050SEN_30

6. If you want to undo your selection, click the  button, then click the  button andselect another template.

7. Click the ¼ button if you want to save the selection. Click the  button if you want

to abort the process.

A tank is deleted from a template automatically if the tank is deleted or if the tank is
no longer part of the tank group that was assigned to a user.

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Totaling and managing templates – "Totaling" workplace

10.3

SupplyCare Hosting SCH30

Selecting or deleting templates

1. Click the  Open button in the overview.
2. The Template overview window is displayed:

Summierung_10_BA00050SEN_30

3. If you want to accept a template, click the corresponding row in the table. If you want todelete a template, click the Ǚ button in the corresponding row and then click OK in
the Confirm deletion window.

10.4

Creating an Ad hoc Reconciliation Report

The Reconciliation report offers the opportunity to create reports that display the inventory
development in one or more tanks very accurately.
The enhanced accuracy compared to sole level measurement is achieved by adding
measurement values from flow meters for inflow to a tank (Input) and the discharge from atank (Output) to the measurement process.
The Reconciliation report relates these 3 values and balances them against each other, andthus makes inconsistencies visible.
The Reconciliation report measurement values are more accurate than those deliveredby the measurements in the "Analysis" workplace. For this reason, the Reconciliation
report values may differ slightly from those in the "Analysis" workplace.
There are several ways to create a Reconciliation report.
• Ad hoc upon request of a SupplyCare user
• Regularly, based on variably definable time intervals → ä 150
To create an Ad hoc Reconciliation Report, there must have been at least one report
created and configured before. Creating a report: → ä 150.
1. Click the Workplace menu in the Navigation window.
2. Click the Totaling menu item.
3. Select the Reconciliation tab:78

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Totaling and managing templates – "Totaling" workplace

Rep_Recoadhoc_1_BA00050SEN_31

4. Select a report and click the Calculate button.

Rep_Recoadhoc_2_BA00050SEN_31

You cannot change the report’s configuration here. If you want to alter a report orcreate a new one, click the Configuration menu in the Navigation window and selectthe menu point Report → ä 150.
Example Ad hoc Reconciliation Report:

Rep_Recoadhoc_3_BA00050SEN_31

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Viewing analysis data – "Analysis" workplace
The Tank menu item is available to people with Scheduler or Operator configured as
their user role.

This menu item allows you to view important indicators for the inflow and outflow of theindividual tanks as data and charts. You can use these data and charts to analyze past cycle
patterns and use them as the basis for future planning. You can export all the information
to an Excel spreadsheet. In addition, it is also possible to print out the charts.
When tanks are transported and brought into a horizontal position for this purpose,the devices still send measurement data. SupplyCare processes the measurement dataaccordingly to alarms, planning data, calculation of inputs and outputs and so on.
Therefore, before transport, the tank service status should be set accordingly → ä 42.
1. Click the Workplace menu in the Navigation window.
2. Click the Analysis menu item. A list of the tanks assigned to you is displayed.

PS0000968en_30

3. In the table, click the tank whose analysis data you want to view.
4. You can choose the following tabs in the lower part of the Application window:

KPIs, Outflow/Inflow, Chart hourly and Chart daily.

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11.1"Analysis" overview table

Pressing the button  in the table header in the overview opens a context menu. Via thiscontext menu, you can show, hide and move table columns.
The following columns are available for the overview table

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Columns

Description

Location

Indicates the tank location. The location is the name of the location. The
name is selected in the Configuration menu in menu item Tank, field
Location. The location is specified in the Location menu item.

Tank nameIndicates the tank name. The tank name is entered in the Tank name field(path: Configuration → Tank → Tank details → Tank name).

Unit

Indicates the unit. The unit for the primary value is specified via the Unit
field in the Tank details tab. In the case of mass units and volume units,priority is given to your settings for the Mass unit or Volume unit fields in
the User preferences menu item.

Time zone

Time zone of time stamp. The time zone of the location is used.

DO (daily outflow)

Displays the daily outflow last calculated

ADO (average daily outflow

Displays the value for "Average daily outflow".
The value is calculated with the average quantity per day. The calculated
average quantity is based on the configured "Forecast based on" value. This
field is empty for recycling tanks.

DI (daily inflow)

Displays the daily inflow last calculated

ADI (average daily inflow)

Displays the value for "Average daily inflow".
The value is calculated with the average quantity per day. The calculated
average quantity is based on the configured "Forecast based on" value. This
field is empty for standard tanks.

Product

Indicates the product in the tank.

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KPIs (key performance indicators)

The tab displays important indicators for the inflow and outflow of the selected tank.

PS0000970en_30

The Daily outflow and Daily inflow fields display the values last calculated.
Additional information is displayed if you enter a period for the From date and To datefields or enable the Show available period check box.

11.2.1

Description of fields

Field

Description

Daily outflow

Displays the calculated daily outflow for the date entered.

Average daily outflow/
average daily inflow• Standard tanks: Average daily outflow• Recycling tanks: Average daily inflow
The values are calculated with the average quantity per day. The calculated
average quantity is based on the configured "Forecast based on" value.

Daily inflow

Displays the daily inflow for the date entered.

Days until the safety stock is Indicates the estimated number of days remaining until the safety stock isreachedreached.
The value is calculated with the average quantity per day.
• If "Safety stock" has been disabled or if the value is "0", the Days until the safety
stock is reached field is empty.
Next planned delivery/ Next • Standard tanks: Displays the next planned delivery
planned disposal• Recycling tanks: Displays the next planned disposal

82

Total outflow

Displays the total outflow for the period entered.

Total inflow

Displays the total inflow for the period entered.

Number of deliveries/
Number of disposals• Standard tanks: Displays the number of deliveries made for the period entered.
• Recycling tanks: Displays the number of disposals made for the period entered.

Frequency of deliveries/
Frequency of disposals• Standard tanks: Average interval between two deliveries for the period entered.
• Recycling tanks: Average interval between two disposals for the period entered.

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Viewing analysis data – "Analysis" workplace

11.3

Outflow/Inflow

The tab displays important indicators for the inflow and outflow of the selected tank.

PS0000971en_30

Using the From date and To date fields, you can enter a period for which you want toanalyze the values. If you enable the Show available period check box all the saved values
will be analyzed.
Description of fields
Field

Description

Average inventory level

Displays the average amount for the period entered.

Average delivery quantity/
Average disposal quantity• Standard tanks: Displays the average delivery quantity for the period entered.
• Recycling tanks: Displays the average disposal quantity for the period entered.
To ensure that fluctuating changes in the level do not falsify the result, the value
entered for the Hysteresis field is factored into the calculation.

Turnover rate

Displays the turnover rate for the period entered.
• Calculation for standard tanks: Total outflow/Average inventory level• Calculation for recycling tanks: Total inflow/Average inventory level

Average rate of usage

Displays the average rate of usage for the period entered.
• Calculation for standard tanks: (Average inventory level / Optimum) * 100
If "Optimum" has been disabled or if the value is "0", the system calculates withthe capacity entered.
• Calculation for recycling tanks: (Average inventory level / Safety stock) * 100
If "Safety stock" has been disabled, the system calculates with the capacity
entered.

Maximum value

Maximum value for the period entered.

Minimum value

Minimum value for the period entered.

Safety stock reached

Number of times the safety stock has been undershot in the case of standard tanks
and exceeded in the case of recycling tanks for the period entered.
• Valuation for standard tanks: Measured value < value entered for safety stock• Calculation for recycling tanks: Measured value > value entered for safety stock• All measured values within the set hysteresis are not counted (→ ä 100).
• If "Safety stock" has been disabled, the Safety stock reached field is empty.
• If the value for "Safety stock" is "0", the Safety stock reached field is "0".

Average safety stock
reachedEndress+HauserStandard tanks: Average value by which the safety stock was undershot for theperiod entered.
Recycling tanks: Average value by which the safety stock was exceeded for theperiod entered.
If "Safety stock" has been disabled, the Average safety stock reached field isempty.
If the value for "Safety stock" is "0", the Average safety stock reached field is "0".

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Chart hourlyThis chart shows the outflow, inflow or the difference between the inflow and outflow for
the period selected, depending on the option selected.

Diagramm_Stundenbasis_BA00050SEN_30

Select the period of time for Chart hourly via the Period selection field. You can select aperiod of 1 to 7days.
Select the type of chart via the Column or Line buttons.
If you move the cursor over a graph in the chart, a window appears with the name of thegraph, the specific measured value and the time stamp.
It takes 48 hours after the measuring point concerned has been added until the charts
are available and reliable.

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11.5

Chart daily

This chart shows the outflow, inflow or the difference between the inflow and outflow for
the period entered, depending on the option selected.

PS0000973en_30

Using the From date and To date fields, specify a period for Chart daily.
Select the type of chart via the Column or Line buttons.
If you move the cursor over a graph in the chart, a window appears with the name of thegraph, the specific measured value and the time stamp.
It takes 48 hours after the measuring point concerned has been added until the charts
are available and reliable.

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Viewing tank locations on the map – "Map"workplace
The Map menu item is available to people with Read only, Scheduler or Operator
configured as their user role.
Manual values are displayed in blue color followed by the text MAN.

You can use this menu item to get an overview of the locations of the individual tanks on
Google Maps. The tanks can be filtered by tank name, tank group, product, supplier andlocation. You can call up detailed information on every tank, such as value, plan delivery or
disposal.

12.1

Viewing a map and associated information

The following conditions must be met to display a tank or an aggregated tank on themap:•The tank or aggregated tank must be assigned to a specific location. The user musthave the geographical coordinates (degree latitude and longitude) of the location.
→ ä 126.
•The tank or aggregated tank must be assigned to a tank group.
1. Click the Workplace menu in the Navigation window.
2. Click the Map menu item. A map with an overview of the tank locations is displayed.

S67_BA00050SEN_0211_30– The map view is automatically adapted to the filter criteria so that you see all the tanks forthe locations in question.
– If no tanks are found for the filter criteria, the message "No tanks found!" is displayed. The
filter criteria are reset to the values previously used.

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Viewing tank locations on the map – "Map" workplace

12.2

Tank details

1. If you click a tank on the map, this opens up a window containing more detailed

information.

2. The following data are displayed for the tank:

Karte_Tankdetails_BA00050SEN_30– Scroll icons if there are several tanks in one location.
– Tank name along with the number and total quantity of tanks if there are several tanks in
one location.
– b button behind the tank name: By clicking the button it is possible to open the tabs
with all the information about the tank. Here it is possible to access all the informationthat is also accessible through the access via the workplace Tank.
– Location. If there are GPS data available for this tank, the addendum GPS Data is displayed
additionally to the tank’s name.
– Value and unit
– Time stamp and time zone
– Product– Status of the tank with the symbol for the event.
– Amount and unit, deliverable (for standard tanks) or recyclable (for recycling tanks) if adisposal or delivery is not planned.
PD amount and unit as well as PD (date and time of delivery/disposal) if a delivery or
disposal is planned.
– Plan delivery or Plan disposal button.
3. To close the window, click the Close icon on the top right.

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12.3

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Planning a disposal or delivery

1. Click the Plan delivery or Plan disposal button in the window with the tank details.
2. The Plan delivery or Plan disposal dialog box appears:

S68-2_BA00050SEN_0211_30

3. Click the M button.
4. Select the Date for the planned delivery/disposal in the calendar, or enter the datemanually.

5. The Value, Amount and Range fields are computed automatically.

These fields are recomputed if you change the date.

6. You can update the range, enter a comment and save or reject the changes for theamount entered, → ä 70.

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Managing master data

13

Managing master data

13.1

Managing companies

Only people whose user role is configured as Master data can create, change anddelete companies.

13.1.1Creating a company

1. Click the Configuration menu in the Navigation window.
2. Click the Company menu item.
3. The following detail view is displayed in the Application window:

S69_BA00050SEN_0211_30

4. Click the " button on the Company details tab.
5. The tab is displayed in the edit mode.

PS0000845aen_30

6. Here, you can enter company data such as:– Name (obligatory): Name of the company– Contact: Select a contact person from the picklist.
The contact person has to have been added beforehand using the User menu item andassigned to the Company.
– Identifier: Company ID to be used in the CIDX reports– Identifier agency: Selection of organization responsible for managing the identifier forthe companies. The selection complies with the CIDX standard. The identifier agency isrequired to create CIDX reports.
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Managing master data

SupplyCare Hosting SCH30– City– Zipcode– State– Country– Description: You can enter a multiline description here.
7. Click ¼ to save your entries. Click  to abort the process.

13.1.2

Changing a company

For details → ä 26

13.1.3

Deleting a company

For details → ä 30
A company can only be deleted if no more users are assigned to this company. If you
still want to delete the company, you first have to delete the users assigned to thiscompany. The Ǚ button is only displayed for a company which can be deleted.

13.1.4

Copying a company

For details → ä 31

13.2

Managing users

Only people whose user role is configured as Master data can create, change anddelete users.

13.2.1Creating a user

1. Click the Configuration menu in the Navigation window.
2. Click the User menu item.
3. The following detailed view appears in the Application window:

Benutzerdetails_BA00050SEN_30

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4. Select the User details tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

S71-2_BA00050SEN_0211_30

7. Here, you can enter data on the user such as:– Title– Salutation– First name (obligatory)– Surname (obligatory): Surname of user
– Login allowed: If the Login allowed check box is activated, the Confirmed check box andthe Login name field are displayed.
Once the user has been created and the Login allowed check box has been activated,
Endress+Hauser checks whether the user is authorized for SupplyCare Hosting. If the user
is authorized, the user receives his or her Login name from Endress+Hauser via the e-mailaddress specified here.
If the Login allowed field is deactivated, the Confirmed check box and Login name field
are no longer displayed.
– Confirmed (read only): This check box only appears once the Login allowed check box has
been activated. The check box is activated by Endress+Hauser.
– Login name (read only): This field only appears once the Login allowed check box has
been activated. The Login name is displayed once the user has been confirmed for
SupplyCare Hosting by Endress+Hauser.
– Language– E-Mail (obligatory– Phone– Fax– Mobile– Company (obligatory): The company is automatically pre-populated.
– Street– City– Zipcode– State– Country
Click ¼ to save your entries. Click  to abort the process.
9. Select the User roles tab to assign a role to the user (→ ä 91).
10. Select the Tank groups tab to assign a tank group to the user (→ ä 92).

13.2.2

Assigning user roles

One or more user roles can be assigned to a user in the User roles tab. The user receives
different authorizations depending on the user role (→ ä 16 and → ä 161).
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On this tab you can also specify whether the user should receive alarms via e-mail.
1. Click the Configuration menu in the Navigation window.
2. Click the User menu item.
3. Select the User roles tab.
4. Click the M button.
5. The tab is displayed in the edit mode.

Konfiguration_Benutzer_Rollen_BA00050EN_30

6. Activate the appropriate check box to assign the user a user role. You can assign

multiple user roles to a user at the same time.

7. Click ¼ to save your entries. Click  to abort the process.

13.2.3

Changing a user

For details → ä 26

13.2.4

Deleting a user

For details → ä 30
A user can only be deleted if he or she is not assigned to any tank group or any
company as a contact person. The user must not be logged in. The tank groupassignment can be canceled in the Tank groups tab. The company assignment can becanceled in the Company menu item. The Ǚ symbol is only displayed for a user who
can be deleted.

13.2.5

Copying a user

For details → ä 31

13.2.6

Assigning tank groups to a user and setting up notifications fortank events

You can assign one or more tank groups to the user using the Tank groups tab. On this tab
you can also specify the tank events which the user should be informed about.
1. Click the Configuration menu in the Navigation window.
2. Click the User menu item.
3. In the table, click the user whose assignment you want to edit.
4. Select the Tank groups tab.

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S74_EN_BA00050S_0211_30

5. Click the M button.
6. The tab is displayed in the edit mode.

S74-2_EN_BA00050S_0211_30

7. Activating the check box in the Assign column assigns a tank group to the user.

Deactivate the check box to undo the assignment. The assigned tank groups are listed
in the "Workplace - Tank" view.

8. Activate the By E-Mail check box if you want the user to also be informed about tankevents by e-mail.

9. Enable the check boxes corresponding to the events for which the user should receive

notification.

– PP (plan point)– SP (ship point)– SST (safety stock)– TF/SF/OF (Tank freeze/silo freeze/object freeze): comprises all the information
regarding tank freeze/silo freeze/object freeze events– PDL (planned delivery/disposal loop): comprises all the new deliveries/disposals whichhave been planned or deleted– PDE (planned delivery/disposal events): comprises all the early, late, missed andcompleted deliveries/disposals– S.Lim1/S.Lim2 (Secondary Limit 1/2)
10. Click ¼ to save your entries. Click  to abort the process.

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13.3

Managing tanks

Only people whose user role is configured as Master Data can create, change anddelete tanks.
Depending on your configuration, Objects or Silos are displayed instead of Tanks. For
more information refer to the appropriate chapter in the Service Manual for Systemadministration.

13.3.1Creating a tank

There are several ways to create a tank in SupplyCare: you can use the Tank setup wizard or
the tabs in the Configuration menu, Tank menu item.
By using the Tank setup wizard you can easily select the tank settings for a new tank: thebasic settings Tank name, Capacity, Planning type and Tank group and other optionaltank settings. The settings can be changed subsequently via the tabs mentioned above.
A tank always has to be assigned to a tank group since you can only assign tank groups
to a user.
The "Location", "Buyer", "Supplier" and "Product" first have to be created before you canselect elements for these fields. The Buyer and Supplier are created as a Company(→ ä 89).
a) Creating a tank using the Tank setup wizard
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. The detail view is displayed in the Application window.
4. Click the Tank setup wizard button.

The Tank wizard cannot be used to create aggregated tanks.
5. The dialog window Step 1 out of 4: Basic tank settings is displayed:

Konfiguration_Tank_Wizard_2_BA00050EN_30

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6. Enter the following data:

Tank name (mandatory), Unit (mandatory), Capacity (mandatory), Planning type(→ ä 99)
If the customer wants to do his planning and daily operation on tanks based on mass,
the maximum capacity must be used as volume unit, e.g. m³. For appropriate productconfiguration refer to → ä 129.

7. By activating the check box in the Assign column, assign the tank to a tank group that

already exists or create a new tank group if applicable. Click the " button to create a
new tank group.

The Create new tank group dialog window appears:

Konfiguration_Tank_Wizard_3_BA00050EN_30

8. Enter the following data:

Name (mandatory), Description

9. Click ¼ to save your entries. Click  to abort the process.
10. Click the Next button to enter more optional tank settings. Click the Cancel button tocancel the process or click the Finish button to finish creating the tank.

When you click Next the Step 2 out of 4: Optional tank settings dialog window appears:

Konfiguration_Tank_Wizard_4_BA00050EN_30

11. Enter the data as described below → ä 97.
12. Click the appropriate " button to create a new location, buyer, supplier and product.
13. Select a graphic depicting the appropriate tank shape (→ ä 101).

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14. Click the Back button to go back to the Step 1 out of 4: Basic tank settings dialog

window. Click the Cancel button to cancel the process or click the Finish button to finish
creating the tank. If you want to assign a device to the tank and select a linearization
type, you can call up the next configuration steps with Next:

Konfiguration_Tank_Wizard_5_BA00050EN_30

15. Step 3 out of 4: Device Mapping (optional): Assign devices and measurepoints to thetank parameters → ä 113.

Device mapping is only offered if the corresponding function is activated in the selected
SupplyCare contract. If Device mapping is not available and should be activated, pleasecontact Endress+Hauser:
www.addresses.endress.com.
16. Click the Next button to enter more optional tank settings. Click the Cancel button tocancel the process or click the Finish button to finish creating the tank.

Konfiguration_Tank_Wizard_6_BA00050EN_30b) Creating a tank using the tabs in the Configuration menu, Tank menu item
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. The detail view is displayed in the Application window. In the lower section, select the

Tank details tab.

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4. Click the " button.
5. The tab is displayed in the edit mode.

Konfiguration_Tank_5_BA00050EN_30

6. Here, you can enter data on the tank such as:– Tank name (obligatory)– Tank type: Select a tank type fom the pick list
– Location: Select the location from the picklist.
– Use GPS data as location: Activate the check box to display the GPS data generated by a
GPS tracker on the tank. Note: This option cannot be used, until the tank is created andthe necessary measure points are assigned. More information: Service Handbook
SH00001S, Chapter: Use GPS data as location.
– Buyer: Select a buyer (company) from the picklist.
– Supplier: Select a supplier (company) from the picklist.
– SDT (Standard delivery/disposal time)– Product: Select a product from the picklist.
– Use product unit: If this option is activated, the unit of the selected product is
automatically used in the Unit field. The values in the fields Capacity, Optimum, Plan
point, Ship point, Safety stock and Hysteresis are converted based on the density
entered for the product.
If the customer wants to do his planning and daily operation on tanks based on mass, themaximum capacity must be used as volume unit, e.g. m³. For appropriate productconfiguration refer to → ä 129.
– Planning type: By activating the Standard tank check box, you specify that the tank is astandard tank, and by activating the Recycling tank check box you specify that the tank is
a recycling tank. The event messages and the way the inventory chart and levels are
displayed are adapted to this planning type (→ ä 99).
– ADI(/ADO based on: 14 days is the standard value specified here. This period is used forextrapolating in the inventory chart (→ ä 37).
– Include negative values: If this option is enabled, negative measuring values are includedin the ADI/ADO calculations.
– Activate forecast: If this option is enabled, a forecast of the inventory is displayed in theInventory Chart tab.
The enabled forecast is displayed with a green button; the disabled forecast is displayedwith a red button. This option can be changed in edit mode by clicking the green or red
button.
– Activate short term forecast: see → ä 51.
– Unit– Capacity: If the customer wants to do his planning and daily operation on tanks based on
mass, the maximum capacity must be used as volume unit, e.g. m³. For appropriate productconfiguration refer to → ä 129.
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SupplyCare Hosting SCH30– Optimum (for standard tanks only)– Plan point– Ship point(for standard tanks only)– Safety stock– Hysteresis: The hysteresis serves to prevent constant event messages, e.g. due to afluctuating level (→ ä 100).
7. In the case of a standard tank it is possible to deactivate the Optimum, Plan point, Ship

point and Safety stock input fields individually, and the Safety stock and Plan point
fields in the case of a recycling tank. For this purpose, click the button to the right of thespecific input field. This field then becomes gray just like the button. It is no longer
possible to enter information. These input fields can be activated by clicking the graybutton in question.

8. Select a graphic depicting the appropriate tank shape (→ ä 101).
9. Click ¼ to save your entries. Click  to abort the process.
10. Select the Tank groups tab.
11. Click the M button.
12. The tab is displayed in the edit mode.

S77_BA00050SEN_0211_30

13. Activating the check box in the Assign column assigns the tank to a tank group.
14. Click ¼ to save your entries. Click  to abort the process.

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Standard tank and recycling tank
SupplyCare distinguishes between standard tanks and recycling tanks. From a standardtank, the product is withdrawn. For a recycling tank, the tank is filled with the product.
Activating the Recycling check box turns the standard tank into a recycling tank. The display
logic in the inventory chart and the notification logic are changed according to the following
illustration.

A

1

B

1
4

2
3

2

4
A0029411

A
B
1
2
3
4

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Recycling tank
Capacity
Plan point
Ship point
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Hysteresis
The hysteresis pertains solely to event notifications. The hysteresis prevents multiple
triggering of an event notification, e.g. due to fluctuating levels.
The hysteresis applies to the following events: Plan point, Ship point and Safety stockStandard tank

Recycling tank

1

H

H

1

2 3 4

5

6

2 3 4 5
A0029409

6
A0029410

1. Capacity

1. Capacity

2. The level falls below the limit value for the Plan
point. The "Plan point reached" event is triggered.
The status of the event is set to Open.

2. The level climbs above the limit value for the Plan
point. The "Plan point reached" event is triggered.
The status of the event is set to Open.

3. The level climbs back above the limit value for thePlan point. The status for event 2 remains Open.
The tank status switches to "OK" (green).

3. The level falls below the limit value for the Plan
point. The status for event 2 remains Open. The
tank status switches to "OK" (green).

4. The level climbs back above the limit value for the
4. The level falls back below the limit value for thePlan point. No new event is triggered. The status
Plan point. No new event is triggered. The status
for event 2 remains Open. The tank status
for event 2 remains Open. The tank status
switches to "Plan point reached" (yellow). No newswitches to "Plan point reached" (yellow). No new
event is triggered, as the level has not first fallen
event is triggered, as the level has not first climbed
below the limit value for the Plan point minus theabove the limit value for the Plan point plus thehysteresis.
hysteresis.
5. The level falls below the limit value for the Plan
5. The level rises above the limit value for the Plan
point minus the hysteresis. Event 2 now assumes
point plus the hysteresis. Event 2 now assumes thethe status Done.
status Done.
6. The level falls back below the limit value for thePlan point. A new "Plan point reached" event is
triggered. The status of the event is set to Open.

100

6. The level climbs back above the limit value for thePlan point. A new "Plan point reached" event is
triggered. The status of the event is set to Open.

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13.3.2

Selecting and deleting a depicted tank shape

Selecting a depicted tank shape
In the Tank details tab, you can select a graphic depicting the appropriate tank shape for atank created. The selected graphic is also displayed in the "Workplace – Tank" view in the
Tank details tab.
The "Vertical bar"
general symbols.

and "Horizontal bar"tank pictures can be used if you prefer

The "Digital display" tank picture
can be used if you prefer the value to be
displayed in digital format.
Please note that the digital display can show a maximum of 17 digits, includingcommas and thousand separators. If the value is longer than 17 digits, some or all of
the decimal places are not displayed. If the value can still not be displayed with
17 digits even when the decimal places are omitted, the following appears on thedisplay: #################The speedometer or gaugepressure.

can also be used to display non-tank asset use, e.g.

1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. Select the Tank details tab.
4. Click the M button.
5. The tab is displayed in the edit mode.
6. Click the  button.

Konfiguration_Tank_Bild_BA00050EN_30

7. The Select tank picture dialog box is displayed.
8. Click the picture of the tank shape that applies for the tank you created.
9. The selected graphic is added to the Tank details tab.
10. Click ¼ to save your selection. Click  to abort the process.

Deleting a depicted tank shape
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.

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3. Select the Tank details tab.
4. Click the M button.
5. The tab is displayed in the edit mode.
6. Click the Ǚ button in the Tank shape graphic.
7. The prompt "Do you really want to delete?" is displayed.
8. Click OK to delete the graphic. The "No tank picture selected" graphic is displayed. Click

Cancel to abort the process.

9. Click ¼ to save your changes. Click  to abort the process.

The picture is only deleted if you save your changes with ¼ button.

13.3.3

Changing tank-tank group assignment

1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank whose assignment you want to change.
4. Select the Tank groups tab.
5. Click the M button.
6. The tab is displayed in the edit mode.

S80_BA00050SEN_0211_30

7. Activating the check box in the Assign column assigns the tank to a tank group.

Deactivate the check box to undo the assignment.

8. Click ¼ to save your entries. Click  to abort the process.

13.3.4

Configuring secondaries

If secondary values have been assigned to the tank via the "Gateway configuration" menu
item in the "Assign measure point to tank" tab, these secondary values are displayed in the"Secondaries" tab.
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the lower section of the Application window, select the Secondaries tab.
4. Click the M button.
5. The tab is displayed in the edit mode.

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Sekundaerwerte_BA00050SEN_30

6. You can enter additional information on the secondary values here, such as:– Name: The name is displayed in the "Workplace – Tank" view in the Tank name column
and in the Inventory chart tab.
– Limit 1: See the following section: Display for "Descending limits" and "Ascending limits".
– Limit 2: See the following section: Display for "Descending limits" and "Ascending limits".
– Hysteresis– Unit (read only)– Upswing: Switch between descending and ascending limits.
– Enable span limits– Upper span limit– Lower span limit
Recommendation: Apply either limits or span limits to monitor the secondary value. Do
not use both means. Although possible, this may lead to misconceptions.
Inside the span limits, there's a hysteresis for the reset of events. The hysteresis range
is located inside the span limits. If the secondary value moves out of the set span limits,then the status in the tank overview changes and events are triggered. Events are only
reset, if the secondary value has moved back inside the span so far that it has also
passed the hysteresis range → ä 100.
Display for "Descending limits" and "Ascending limits"
Using the Upswing check box, choose between the "Descending limits" and "Ascending limits"
display.

Endress+Hauser"Upswing" check box

Description

Column in the "Workplace –Tank" view

Descending limits:"Upswing" check box disabled

Limit 1PP (plan point)

Limit 2

SST (safety stock)

Ascending limits:"Upswing " check box enabled

Limit 2PP (plan point)

Limit 1

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Limit 1

Limit 1

Limit 2

Limit 2

downswing

upswing
PS0000993en

13.3.5

Configuring tank freeze events

Tank freeze events are generated using an internal limit based on the latest measurement
received for the tank within a defined time span, e.g. to recognize material theft, leakage ordefects.

V [l]
C

B

}

t [h]
1

3

2
A

Tankfreeze_scheme

Fig. 1:
A
Configured monitoring timeB
Monitoring time startC
Monitoring time end
1Start level, unchanged level
2
Level changed, but inside the configured freeze event delta. There is no tank freeze event created.
3
Level changed, but outside the configured freeze event delta. A tank freeze event is created.

1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the lower section of the Application window, select the Tank freeze tab.
4. Click the M button.
5. The tab is displayed in the edit mode.

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Konfiguration_Tank_Tank-Freeze_1_BA00050SEN_31

6. Here you can enter data to configure tank freeze events, such as:– Activate: If this option is enabled, tank freeze events are enabled. The enabled tank freeze
events are displayed with a green button; the disabled tank freeze events are displayedwith a red button. This option can be changed in edit mode by clicking the green or red
button. The default setting for this option is "disabled".
– Delta calculation: Select absolute to specify the Freeze event delta as a fixed value in theunit of the tank. Select percentaged to specify the Freeze event delta as a percentage ofthe configured tank capacity. The default setting for this option is absolute. You can toggle
between absolute and percentaged anytime. If you change the calculation mode for thedelta, the delta value for the relevant monitoring time becomes invalid and must be put inagain. If the repetition rule Daily is set, the delta is set to zero.
– Freeze event delta: (obligatory) Enter a positive numeric value.
At the beginning of the monitoring time the last measured tank value (e.g. the tank level)is saved ("frozen"). This "frozen" measurement is compared with the current measurements
during the monitoring time. If the difference between the frozen measurement and thecurrent measurement exceeds the Freeze event delta (positive or negative), a tank freeze
event is generated. The Freeze event delta can be configured for each monitoring time
separately.
– Unit: Displays the unit configured for the tank capacity if Delta calculation is set toabsolute. Displays "%" otherwise.
– Time zone: Select the time zone to be used for the monitoring times configured under
Repetition rule.
– Repetition rule: (obligatory) Select a rule for the repetition of the monitoring time.
Daily: Select a From time (start time) and a To time (end time) for each daily monitoringtime.
The From time must represent an earlier time point than the To time. For a daily
monitoring time from a time point before midnight and after midnight, configure a
Weekly on every... repetition rule.
Weekly on every...: Configure monitoring times for tank freeze events for each weekday
individually.
For more details on the configuration of the Weekly on every... repetition rule, refer tothe following chapter "Configuring the Weekly on every... repetition rule" (→ ä 106).
You can configure only one kind of repetition rule (Daily... or Weekly...) for a giventank. Valid is always the repetition rule that you configured and saved last.
7. Click ¼ to save your configuration. Click  to abort the process.

Use the Copy to other tanks button to copy the Tank freeze configuration to othertanks. For more details, refer to the chapter "Copying the Tank freeze configuration toother tanks" (→ ä 107).

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Configuring the Weekly on every ... repetition rule
Configure monitoring times for tank freeze events for each weekday individually. You canconfigure up to 25 monitoring times per week.

Konfiguration_Tank_Tank-Freeze_2_BA00050SEN_31

Konfig_Tank-Freeze_5_BA00050SEN_31– Click on the button Add time period and select the weekday for which you want toconfigure the monitoring times in the following window.
– Select a From time (start time) and a To time (end time) for the monitoring for tankfreeze events. The value for From time must be smaller than the value for To time.
– Select until end of day for a selected weekday to set the end of the monitoring time to
23:59, i.e. substituting To time with 23:59. If until end of day is selected, To time isdisabled and hidden.
– If you want to configure a monitoring time on one day which extends into the morning
hours of the following day, proceed as follows: Choose a From time and select until endof day to set the end of the monitoring time to 23:59 (11:59 PM). Save this configuration
and add one more monitoring time for the following weekday, which starts at 0:00 h andends with the set To time. Select the same delta. The total monitoring time then refers to
the measurement taken for the From time of the first day.
– Select all day to set the monitoring time from 0:00 to 23:59, i.e. substituting From timewith 0:00 and To time with 23:59. If all day is selected, From time and To time aredisabled and hidden.
– Select a Freeze event delta.
– Click the button Add to add your configuration to the list of active monitoring time
periods. Click Cancel to abort the process.
– Click ¼ on the Tank freeze tab to save your configuration. Click  to abort theprocess.
Monitoring time periods cannot overlap.
Changing monitoring time periods
1. Click M on the Tank freeze tab. The tab is displayed in the edit mode.
2. Select the relevant monitoring time from the list. Click M in the list’s head.

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Konfig_Tank-Freeze_6_BA00050SEN_31

Konfig_Tank-Freeze_7_BA00050SEN_31

3. The window displays the last saved Tank freeze configuration. Change the configuration

if desired.

4. Click the button Save changes to save the new configuration or click Cancel to abort theprocess.

5. Click ¼ on the Tank freeze tab to save your configuration. Click  to abort theprocess.

Copying the Tank freeze configuration to other tanks
1. Click the Copy to other tanks button in the Tank freeze tab.
2. The dialog window Step 1 out of 2: Copy ’Tank freeze’ configuration to other tanks

is displayed:

Konfiguration_Tank_Tank-Freeze_3_BA00050SEN_31

3. The window displays the last saved Tank freeze configuration. Change the configuration

if desired.
Activate: The default setting for this option is "disabled". Click the red button to activate
the option. The enabled tank freeze events are displayed with a green button.

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4. Click Next to proceed to the next step, click Cancel to cancel the process.
5. When you click Next, the dialog window Step 2 out of 2: Copy ’Tank freeze’

configuration to other tanks is displayed:

Konfiguration_Tank_Tank-Freeze_4_BA00050SEN_31

6. Select the tanks to which you want to copy the Tank freeze configuration by activating

the check boxes before the tanks.
You can filter the displayed tanks by Tank group, Location, Product or Supplier.

7. Click Back to return to the previous step, click Cancel to cancel the process or Finish to

copy the Tank freeze configuration to the selected tanks.

13.3.6

Configuring tank holdup events

Tank holdup events are, similar to the Tank freeze events, generated using an internal limit
based on the latest measurement received for the tank within a defined time span. The
purpose of this monitoring function is to recognize material theft, malfunction or defects.

V [l]
C

B

}

t [h]
1

2

3

A
Tankholdup_scheme

Fig. 2:A
Configured monitoring timeB
Monitoring time startC
Monitoring time end
1Start level
2
Level unchanged or changed, but inside the configured event delta. A tank holdup event is created.
3
Level changed, but outside the configured event delta. There is no tank holdup event created.

Concept
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Different to the tank freeze events, the expected condition of a tank is that there is content
being unloaded or refilled, the level respectively changes. Furthermore, it is a minimum
amount (event delta) that’s being removed in the period between the two measurements,
which reflects the normal, expected course. An event is created, if the configured delta is notreached. The tank holdup function is therefore suited for e.g. self-service filling stations,where there is a certain amount of unload is observed and thus can be expected in future.
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the lower section of the Application window, select the Tank holdup tab.
4. Click the M button.
5. The tab is displayed in the edit mode.

Konfiguration_Tank_holdup_1_BA00050SEN_31

6. Here you can enter data to configure tank holdup events, such as:– Activate: The default setting for this option is "disabled". If this option is enabled, tankholdup events are enabled. The enabled tank holdup events are displayed with a green
button.
– Delta calculation: Select absolute to specify the event delta as a fixed value in the unit of
the tank. Select percentaged to specify the event delta as a percentage of the configuredtank capacity. The default setting for this option is absolute.
– Delta for Tank holdup events: (obligatory) Enter a positive numeric value.
At the beginning of the monitoring time the last measured tank value (e.g. the tank level)is saved ("frozen"). This "frozen" measurement is compared with the current measurements
during the monitoring time. If the difference between the frozen measurement and thecurrent measurement does not exceed the event delta (positive or negative), a tankholdup event is generated.
– Unit: Displays the unit configured for the tank capacity if Delta calculation is set toabsolute. Displays "%" otherwise.
– Time zone: Select the time zone to be used for the monitoring times configured under
Repetition rule.
– Repetition rule: (obligatory) Select a rule for the repetition of the monitoring time.
Daily: Select a From time (start time) and a To time (end time) for each daily Tank holdup
event monitoring time.
The From time must represent an earlier time point than the To time. For a daily
monitoring time from a time point before midnight and after midnight, configure a
Weekly on every... repetition rule.
Weekly on every...: Configure monitoring times for tank holdup events for each weekday
individually.
For more details on the configuration of the Weekly on every... repetition rule, refer tothe following chapter "Configuring the Weekly on every... repetition rule" (→ ä 110).
You can configure only one kind of repetition rule (Daily ... or Weekly...) for a giventank. Valid is always the repetition rule that you configured and saved last.
7. Click ¼ to save your configuration. Click  to abort the process.

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Use the Copy to other tanks button to copy the Tank freeze configuration to othertanks. For more details, refer to the chapter "Copying the Tank freeze configuration toother tanks" (→ ä 110).
Configuring the Weekly on every ... repetition rule
Configure monitoring times for tank holdup events for each weekday individually.

Konfiguration_Tank_holdup_2_BA00050SEN_31

Konfig_Tank-Freeze_5_BA00050SEN_31– Click on the button Add time period and select the weekday for which you want toconfigure the monitoring times in the following window.
– Select a From time (start time) and a To time (end time) for the monitoring for tankholdup events. The value for From time must be smaller than the value for To time.
– Select until end of day for a selected weekday to set the end of the monitoring time to
23:59, i.e. substituting To time with 23:59. If until end of day is selected, To time isdisabled and hidden.
– If you want to configure a monitoring time on one day which extends into the morning
hours of the following day, proceed as follows: Choose a From time and select until endof day to set the end of the monitoring time to 23:59 (11:59 PM). Save this configuration
and add one more monitoring time for the following weekday, which starts at 0:00 h andends with the set To time. Select the same delta. The total monitoring time then refers to
the measurement taken for the From time of the first day.
– Select all day to set the monitoring time from 0:00 to 23:59, i.e. substituting From timewith 0:00 and To time with 23:59.
If all day is selected, From time and To time are disabled and hidden.
– Select an event delta.
– Click the button Add to add your configuration to the list of active monitoring time
periods. Click Cancel to abort the process.
– Click ¼ on the Tank freeze tab to save your configuration. Click  to abort theprocess.
Monitoring time periods cannot overlap.
Copying the Tank holdup configuration to other tanks
1. Click the Copy to other tanks button in the Tank holdup tab.

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2. The dialog window Step 1 out of 2: Copy Tank holdup configuration to other tanks isdisplayed:

Konfiguration_Tank_holdup_5_BA00050SEN_31

3. The window displays the last saved Tank holdup configuration. Change theconfiguration if desired.
Activate: The default setting for this option is "disabled". Click the red button to activate
the option. The enabled tank holdup events are displayed with a green button.

4. Click Next to proceed to the next step, click Cancel to cancel the process.
5. When you click Next, the dialog window Step 2 out of 2: Copy ’Tank holdup’

configuration to other tanks is displayed:

Konfiguration_Tank_holdup_6_BA00050SEN_31

6. Select the tanks to which you want to copy the Tank holdup configuration by activating

the check boxes before the tanks.
You can filter the displayed tanks by Tank group, Location, Product or Supplier.

Notice! If you click Finish, the monitoring times you entered here will overwrite themonitoring times that you have configured before for the actual tank and all the tanks
selected!
7. Click Back to return to the previous step, click Cancel to cancel the process or Finish to

copy the Tank freeze configuration to the selected tanks.

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13.3.7

Adding, opening and deleting files and other information for atank

Using the Tank notes tab, you can add additional information for a tank and a maximum of
five files. The information entered here and the attached files are also displayed in the"Workplace – Tank" view, Notes and files tab.
The files must meet the following requirements:• File formats supported: doc, xls, pdf, ppt, jpg, gif, png, bmp or txt.
• Maximum file size: 5 MB
Adding a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. In the table, click the tank for which you want to add a file.
4. Select the Tank notes tab.
5. Click the M button.

S82_BA00050SEN_0211_30

6. The Tank notes tab is displayed in the edit mode.
7. Enter a description for the Notes, Data 1, Data 2 and Data 3 fields.
8. Click the " button in the table.
9. The Upload new file dialog box is displayed.
10. Click the Search button.
11. Select the File in your directory. The file name is displayed in the Name column in thetable.

12. Click the Upload new file button.
13. The file is listed in the table with information on the file format, file name, file size andthe date the file was last changed.

Opening or saving a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. Select the Tank notes tab.
4. Click the File name (hyperlink) in the Name column in the table.
5. A dialog box opens. Here you can choose whether you want to open the file or save it.
6. Click OK to open or save the file. Click Cancel to abort the process.

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Deleting a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank menu item.
3. Select the Tank notes tab.
4. Click the M button.
5. The Tank notes tab is displayed in the edit mode.
6. In the table, enable the check box for the file that you want to delete.
7. Click the Ǚ button.
8. The prompt "Do you really want to delete?" is displayed.
9. Click OK to delete the file. Click Cancel to abort the process.
10. Click ¼ to save your changes. Click  to abort the process.

The file is only deleted if you save your changes by pressing the ¼ button.
You can change or delete descriptions in the Notes, Data 1, Data 2 and Data 3 fields
in the editing mode. Click ¼ to save the changes.

13.3.8Device mapping

Via the Device mapping tab, you can map devices to a tank and get an overview of the
mapping of tank parameters to the gateways with the associated measurepoints.
Device mapping is only offered if the corresponding function is activated in the selected
SupplyCare contract. If Device mapping is not available and should be activated, pleasecontact Endress+Hauser:
www.addresses.endress.com.

Konfig_Tank-DeviceMapping_EN_2

In addition, the set units and measurement units are displayed. With the exception of thetank parameters Primary, Latitude (GPS) and Longitude (GPS) and the associated units ofmeasurement, all fields are editable (edit mode).

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Konfig_Tank-DeviceMapping_EN_1– Source: Data is supplied by this source.
– Serial number: Using the serial number of a gateway, you can determine a gateway thatyou want to assign to a tank. The program searches for the entered serial number among
the gateways that are assigned to the active contract and are active.
– Model, Tag and Description: automatically filled known data for a found gateway.
– Mapping: Here the data are assigned to a tank and its parameters.
– Tank parameters: The tank parameters listed here can be assigned to the measurepoints
offered by the selected gateway. With a few exceptions, the naming of a tank parametercan be freely selected. The individual texts are then reproduced in each language as filled
in, meaning they are not translated.
– Serial number: The serial number of the selected gateway.
– Device: The drop-down list in a data field shows the devices belonging to the gateway.
– Measurepoint: As soon as a device offered by the gateway is selected, the associatedmeasurepoints can be selected using the drop-down list. If a measurepoint is assigned,then it is no longer available in the drop-down list for other tank parameters.
– Unit (from device): If device and measuring point are assigned to a tank parameter, theunit transferred from the device is displayed in the Unit column.
– Unit (for application): The unit transferred from the device is automatically entered as
the default value if no other unit has been set manually. Prerequisite: the unit transferredfrom the device was recognized by SupplyCare.
– Ǚ button at the end of a row: By clicking the button, the assignment in this row can bedeleted.
– b button: Clicking the button opens a window that shows the last 15 measured valuesof the assigned measuring point with Timestamp (UTC), Value and Unit.
Exceptions for the tank parameter Primary:
As soon as a measuring point is assigned to this tank parameter, the tank unit isadopted for this measurepoint in the Unit (for application) field. If the assignment iscancelled again, then the measurepoint gets the unit transferred by the device again.
Units with the same physical quantity are not converted (e.g. mm and m or °C and °F).
The tank parameter Primary is permanently named, i.e. the text cannot be edited. If
the language for the user interface is changed, the text adapts.
Exceptions for the tank parameters Latitude (GPS) and Longitude (GPS):
These tank parameters are permanently named, i.e. the text cannot be edited.
The Unit (for application) field always contains the unit degrees (°). If a measurepoint
is assigned here, it automatically receives this unit.
Displaying and changing Device mapping
1. Click on the Configuration menu in the Navigation window.
2. Click on the Tank menu item.

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3. In the table, click on the tank for which you want to display or change the Device map-ping.

4. Select the Device mapping tab.
5. Click the M button.

Konfig_Tank-DeviceMapping_EN_1

6. The Device mapping tab is displayed in the edit mode.
7. In the Serial number field, enter the serial number of a gateway and click  to start

the search.

8. Click in the fields to enter changes or select from a list. For certain gateways, such as

Micropilot FWR30, pre-populated fields are offered.

9. Click ¼ to save your entries. Click  to abort the process.

Delete device mapping
1. Click on the Configuration menu in the Navigation window.
2. Click on the Tank menu item.
3. In the table, click on the tank for which you want to delete the Device mapping.
4. Select the Device mapping tab.
5. Click on the Ǚ Clear all mappings button.
6. The security query "Do you really want to clear all mappings of this tank?" appears.
7. Click Yes to delete the mapping. Click the No button to cancel the operation.

13.3.9Mapping linearization to a tank

Using the Tank linearization tab, you can map or delete an existing linearization to a
primary value of a tank directly.
Linearization mappings are not possible for aggregated tanks.
Mapping linearization
1. Click the Configuration menu in the Navigation window.
2.

Click the Tank menu item.

3. In the table, click the tank for which you want to add a linearization to.
4. Select the Tank linearization tab:Endress+Hauser

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Tank_Linearisierung_zuordnen1_BA00050SEN_2321_V3_4_3_EN

5. Click the M button.
6. The Tank linearization tab is displayed in the edit mode.
7. Select the desired Linearization type from the list:

Tank_Linearisierung_zuordnen2_BA00050SEN_2321_V3_4_3_EN

8. The Linearization table is displayed.
5.
9. Select the desired linearization table from the Linearization table (obligatory).

Prerequisite: Linearization tables are available. Additional information regarding"Managing linearization tables" (→ ä 133).

Tank_Linearisierung_zuordnen3_BA00050SEN_2321_V3_4_3_EN

Depending on your contract: In addition to the standard linearization, anotherlinearization type Product dependent linearization can be released for selection.
With this linearization type, there’s the opportunity to automatically set a linearization
by selecting the product for the tank. In case of need, please contact Endress+Hauser.
Here, you can select or see the following data:
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– Tank type: (obligatory) A drop down list which contains all configured tank types inside
the contract.
– Product: (obligatory) A drop down list which contains all current configured products
inside the contract.
– Linearization in use: Displays the current selected linearization name (depending on
definition from tab Linearization rules inside Linearization page) for the selected productand tank type.

Tank_Linearisierung_zuordnen4_BA00050SEN_2321_V3_4_3_EN

Depending on your contract: In addition to the standard linearization, anotherlinearization type Event dependent linearization can be released for selection. Basedon desired primary or secondary values, including deltas, the linearization can switch
between 2 states. For either state a different linearization table is selected. In case ofneed, please contact Endress+Hauser.
Here you can choose or add inputs for the Switch to state B and the Switch to state A, suchas:
– Current state: The enabled state is displayed with a green button; the disabled state isdisplayed with a red button. This option can be changed in edit mode by clicking the red
button. If the current state is changed (before: red, after: green), the state of the respective
other state is adapted automatically (before: green, after: red).
– Based on: Select on which value the trigger is based on. The primary or one of thesecondary values can be selected.
– Delta (obligatory): Delta is the amount by which a selected value must be exceeded tocause the state to change. Enter a floating point value. When entering a negative value,
enter the sign.

Tank_Linearisierung_zuordnen5_BA00050SEN_2321_V3_4_3_EN

10. Click ¼ to save your changes. Click  to abort the process.

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13.3.10 Changing a tank
For details → ä 26

13.3.11 Deleting a tank
For details → ä 30

13.3.12 Copying a tank
For details → ä 31

13.4

Managing aggregated tanks

Only people whose user role is configured as Master Data can create, change anddelete aggregated tanks.
Depending on your configuration, Aggregated Objects or Silos are displayed insteadof Aggregated Tanks. For more information refer to the appropriate chapter in theService Manual for System administration.

13.4.1Creating an aggregated tank

The Location, Buyer, Supplier and Product first have to be created before you canselect elements for these fields. The Buyer and Supplier are created as a Company→ ä 89).
If you have assigned a tank to an aggregated tank, this tank is removed from the Tank
assignment tabs under the Tank, Tank group and Report menu items.
If you would like to make changes to a tank that is assigned to an aggregated tank, you
first have to remove the tank from the tank list.
If you want to assign a tank, which is already assigned to a tank group, to an
aggregated tank, this tank must be removed from the tank group.
An aggregated tank always has to be assigned to a tank group since you can only assign
tank groups to a user.
1. Click the Configuration menu in the Navigation window.
2. Click the Aggregated tank menu item.
3. The following detail view is displayed in the Application window:

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4. In the lower section of the Application window, select the Tank details tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

Konfiguration_Agg_Tank_2_BA00050SEN_30

7. Here, you can enter data on the aggregated tank such as:– Tank name (obligatory)– Tank type: Select a tank type from the pick list
– Location: Select the location from the picklist.
– Buyer: Select a buyer (company) from the picklist.
– Supplier: Select a supplier (company) from the picklist.
– SDT (Standard delivery/disposal time)– Product: Select a product from the picklist.
– Use product unit: If this option is activated, the unit of the selected product is
automatically used in the Unit field.
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SupplyCare Hosting SCH30– Planning type: By activating the Standard tank check box, you specify that theaggregated tank is a standard tank, and by activating the Recycling tank check box you
specify that the tank is a recycling tank. The event messages and the way the inventory
chart and levels are displayed are adapted to this planning type (→ ä 99).
– ADI(/ADO based on: 14 days is the standard value specified here. This period is used forextrapolating in the inventory chart (→ ä 37).
– Include negative values: If this option is enabled, negative measuring values are includedin the ADI/ADO calculations.
– Activate forecast: If this option is enabled, a forecast of the inventory is displayed in theInventory Chart tab.
The enabled forecast is displayed with a green button; the disabled forecast is displayedwith a red button. This option can be changed in edit mode by clicking the green or red
button.
– Capacity (read only)– Optimum– Plan point– Ship point– Safety stock– Hysteresis: (→ ä 100)
– Unit (obligatory)
8. In the case of a standard tank it is possible to deactivate the Optimum, Plan point, Ship

point and Safety stock input fields individually, and the Safety stock and Plan point
fields in the case of a recycling tank. For this purpose, click the button to the right of thespecific input field. This field then becomes grey just like the button. It is no longer
possible to enter information. These input fields can be activated by clicking the grey
button in question.

9. Click ¼ to save your entries. Click  to abort the process.
10. Select the Tank list tab.
11. Click the M button.
12. The tab is displayed in edit mode in the lower part of the Application window.

S85-2_BA00050SEN_0211_30

13. Activating the appropriate check box in the Assign column assigns the tanks to theaggregated tank.

Only the same planning type tanks - i.e. standard tanks or recycling tanks - aredisplayed in the tank list. In the Measure point details tab, these tanks must be
assigned a measure point and the same "Engineering unit (for application)" as has been
assigned to the aggregated tank. Only these tanks can be added to the aggregatedtank.
14. Click ¼ to save your entries. Click  to abort the process.

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15. Select the Tank groups tab.
16. Click the M button.
17. The tab is displayed in the edit mode.

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18. Activating the check box in the Assign column assigns the tank to a tank group.
19. Click ¼ to save your entries. Click  to abort the process.

13.4.2

Selecting and deleting a depicted tank shape

For details → ä 101

13.4.3

Adding, opening and deleting files and other information foran aggregated tank

Using the Tank notes tab, you can add additional information for an aggregated tank and amaximum of five files. The information entered here and the attached files are also
displayed in the "Workplace – Tank" view, Notes and files tab.
For information on adding, opening, saving or deleting a file, → ä 112.

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13.4.4

Changing aggregated tank-tank group assignment

1. Click the Configuration menu in the Navigation window.
2. Click the Aggregated tank menu item.
3. In the overview table, click the aggregated tank whose assignment you want to change.
4. Select the Tank groups tab.
5. Click the M button.
6. The tab is displayed in the edit mode.

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7. Activating the check box in the Assign column assigns the aggregated tank to a tankgroup. Deactivate the check box to undo the assignment.

8. Click ¼ to save your entries. Click  to abort the process.

13.4.5

Configuring aggregated tank freeze events

For details → ä 104

13.4.6

Changing an aggregated tank

For details → ä 26

13.4.7

Deleting an aggregated tank

For details → ä 30

13.4.8

Copying an aggregated tank

For details → ä 31

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13.5

Managing tank types

Only people whose user role is configured as Master Data can create, change anddelete tank types.
You can manage tank types for all existing containers like tanks, silos and objects.

13.5.1Creating, changing and deleting a tank type

Creating a tank type
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. The detail view is displayed in the Application window.
4. In the lower section of the Application window, select the Type details tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

Tank_Type_1_BA00050EN_30_2321_V3_4_3_EN

7. Here, you can enter or see the following data regarding the tank type

– Name (obligatory)– Identifier: automatically created unique number to identify the tank type
– Description: you can enter a multiline description here.
8. Click ¼ to save your changes. Click  to abort the process.

Changing a tank type
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. The detail view is displayed in the Application window.
4. In the lower section of the Application window, select the Type details tab.
5. Click the M button.
6. The tab is displayed in the edit mode.

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Tank_Type_2_BA00050EN_30_2321_V3_4_3_EN

7. Here, you can enter or see the following data regarding the tank type

– Name (obligatory)– Identifier: automatically created unique number to identify the tank type
– Description: you can enter a multiline description here.
8. Click ¼ to save your changes. Click  to abort the process.

Deleting a tank type
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. The detail view is displayed in the Application window.
4. In the lower section of the Application window, select the Type details tab.
5. Click the Ǚ button.
6. The prompt "Do you really want to delete?" is displayed.
7. Click OK to delete the tank. Click Cancel to abort the process.

13.5.2

Adding, opening and deleting files and other information for atank

Using the Type notes tab, you can add additional information for a tank type and amaximum of five files.
The files must meet the following requirements:• File formats supported: doc, xls, pdf, ppt, jpg, gif, png, bmp or txt.
• Maximum file size: 5 MB
Adding a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. In the table, click the tank for which you want to add a file.
4. Select the Type notes tab.
5. Click the M button.

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6. The Type notes tab is displayed in the edit mode.
7. Enter a description for the Notes, Data 1, Data 2 and Data 3 fields.
8. Click the " button in the table.
9. The Upload new file dialog box is displayed.
10. Click the Search button.
11. Select the File in your directory. The file name is displayed in the Name column in thetable.

12. Select the desired Classification.

The Classification allows to distinguish between internal and external usage.
13.

Click the Upload new file button.

14. The file is listed in the table with information on the file format, file name, file size andthe date the file was last changed.

Opening or saving a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. Select the Type notes tab.
4. Click the File name (hyperlink) in the Name column in the table.
5. A dialog box opens. Here you can choose whether you want to open the file or save it.
6. Click OK to open or save the file. Click Cancel to abort the process.

Deleting a file
1. Click the Configuration menu in the Navigation window.
2. Click the Tank type menu item.
3. Select the Type notes tab.
4. Click the M button.
5. The Type notes tab is displayed in the edit mode.
6. In the table, enable the check box for the file that you want to delete.
7. Click the Ǚ button.
8. The prompt "Do you really want to delete?" is displayed.
9. Click OK to delete the file. Click Cancel to abort the process.
10. Click ¼ to save your changes. Click  to abort the process.

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The file is only deleted if you save your changes by pressing the ¼ button.
You can change or delete descriptions in the Notes, Data 1, Data 2 and Data 3 fields
in the editing mode. Click ¼ to save the changes.

13.6Managing locations

Only people whose user role is configured as Master Data can create, change anddelete locations.

13.6.1Creating a location

A tank must be created before you can assign this tank to a location. However, you canfirst create the location and then assign the tanks to a location at a later date.
1. Click the Configuration menu in the Navigation window.
2. Click the Location menu item.
3. The following detail view is displayed in the Application window:

Konfiguration_Standort_BA00050SEN_30

4. In the lower section of the Application window, select the Location details tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

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7. Here, you can enter data for the location such as:– Name (obligatory): Unique identifier of the location– Company: Select the company from the picklist.
– Manager– Time zone: Select the time zone for the location from the picklist.
All time data, particularly time stamps for measurements for tanks at this locations are
displayed in this time zone. There is also the preferred time zone for users that is used fortime information for events.
– Street– City– Zipcode– State– Country– Longitude and Latitude: You can save the geographical coordinates for this location here(→ ä 128).
These coordinates are used to display the location on the overview map (→ ä 86).
– Calculate based on address: The longitude and latitude are calculated automatically.
(→ ä 128).
These coordinates are used to display the location on the overview map (→ ä 86).
8. Click ¼ to save your changes. Click  to abort the process.
9. Select the Tanks at location tab.
10. Click the M button.
11. The tab is displayed in the edit mode.

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12. Activating the check box in the Assign column assigns the tank to the location.

The table shows the tanks which are already assigned to the location or which are not
yet assigned to a location.
13. Click ¼ to save your changes. Click  to abort the process.

13.6.2

Adding, opening and deleting files and other information for alocation

Using the Location notes tab, you can add additional information for a location and amaximum of five files. The information entered here and the attached files are also
displayed in the "Workplace – Tank" view, Notes and files tab.
For information on adding, opening, saving or deleting a file → ä 112.

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13.6.3

Changing location-tank assignment

1. Click the Configuration menu in the Navigation window.
2. Click the Location menu item.
3. In the overview table, click the location whose assignment you want to change.
4. Select the Tanks at location tab.

S90_BA00050SEN_0211_30

5. Click the M button.
6. The tab is displayed in the edit mode.

S89_BA00050SEN_0211_30

7. Activating the appropriate check box in the Assign column assigns the tanks to theselected location. Deactivate the check box to undo the assignment.

8. Click ¼ to save your entries. Click  to abort the process.

13.6.4Computing the location automatically or entering it manually

If you change the address data, you must also update the longitude and latitude
information.
You can either have the system compute the longitude and latitude automatically based on
the address entered, or you can enter this information manually.
Computing the location automatically
1. Select the Location details tab.
10.
2. Click the M button.
11.
3. The tab is displayed in the edit mode.
4. Click the Based on address button.
5. The longitude and latitude automatically computed are displayed in a window.

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6. Click OK to confirm the longitude and latitude.

If the longitude and latitude cannot be computed because not enough address information
is available, for example, the "Unknown or bad address. Please enter manually" message
appears on the screen.
Entering the location manuallyEnter the longitude and latitude in the corresponding fields.
The latitude must be between –85 and 85, and the longitude must be between –180 and
180. You can enter a number with up to 16 decimal places.

13.6.5

Displaying the location on the map

For details → ä 86

13.6.6

Changing a location

For details → ä 26

13.6.7

Deleting a location

For details → ä 30
You can only delete a location if no tanks are assigned to the location.

13.6.8

Copying a location

For details → ä 31

13.7

Managing products

Only people whose user role is configured as Master Data can create, change anddelete products.

13.7.1Creating a productA tank must be created before you can assign a product to a tank.
However, you can first create the product and then assign the tanks to a product at alater date.
The Product name and the combination of the fields Identifier and Identifier agency
may only be used once in the system.
1. Click the Configuration menu in the Navigation window.
2. Click the Product menu item.
3. The following detail view is displayed in the Application window:

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4. In the lower section of the Application window, select the Product details tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

S92-2_BA00050SEN_0211_30

7. Here, you can enter data on the product such as:– Product name (obligatory): Unique identifier of a product– Identifier: Unique product ID to be used in the CIDX reports– Identifier agency (obligatory): Selection of organization responsible for managing theidentifier for the companies. The selection complies with the CIDX standard. The identifier
agency is required to create CIDX reports.
– Units (obligatory)– Consistency– Density: A product has to have a configured density (mandatory entry). It is specially
useful if the customer wants to do his planning and daily operation on tanks / products
based on mass (gross mass = net standard volume x reference density). The density must
be set by the operator and the product’s unit has to be configured as mass, e.g. kg or ton.
– Formula: Chemical formula of the product– Alias: Another name for the product, e.g. tradename etc.
– Description: You can enter a multiline description here.
8. Click ¼ to save your entries. Click  to abort the process.

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13.7.2

Changing a productFor details → ä 27

13.7.3

Deleting a productFor details → ä 30
You can only delete a product if the product is not assigned to a tank. The Ǚ symbol
is only displayed for a product which can be deleted.

13.7.4

Copying a productFor details → ä 31

13.8

Managing tank groups

Only people whose user role is configured as Master Data can create, change anddelete tank groups.
Depending on your configuration, Object groups are displayed instead of Tank
groups. For more information refer to the appropriate chapter in the Service Manualfor System administration.
Tank groups are used to organize tanks and to assign authorized users to the tanks.
In the Tank assignment tab, you create tank groups and assign tanks to the groups. You canassign one or more users to the tank group using the User assignment tab. In the User
assignment tab, you also specify the tank events for which the user should receive
notification.

13.8.1Creating tank groups

1. Click the Configuration menu in the Navigation window.
2. Click the Tank group menu item.
3. The following detail view is displayed in the Application window:

S95_BA00050SEN_0211_30

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4. In the lower section of the Application window, select the Tank assignment tab.
5. Click the " button.
6. The tab is displayed in the edit mode.

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7. Here, you can enter data on the tank group such as:– Name (obligatory): Unique identifier of the tank group– Description: You can enter a multiline description here.
– Assignment: By means of the table, you can activate the check boxes to assign thecorresponding tanks to this tank group.
8. Click ¼ to save your entries. Click  to abort the process.
9. Select the User assignment tab to assign the tank groups to a user (→ ä 132).

13.8.2

Assigning users to a tank group and setting up notifications fortank events

1. Click the Configuration menu in the Navigation window.
2. Click the Tank group menu item.
3. Select the User assignment tab.
4. Click the M button.
5. The tab is displayed in the edit mode.

S96-2_BA00050SEN_0211_30

You can assign one or more users to the tank group using the "User assignment" tab. On thistab you can also specify the tank events which the user should be informed about.

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6. Activating the check box in the Assign column assigns a user to the tank group.

Deactivate the check box to undo the assignment. The assigned tank groups are listed
in the Workplace Tank view.

7. Activate the By E-Mail check box if you want the user to also be informed about tankevents by e-mail.

8. Enable the check boxes corresponding to the events for which the user should receive

notification:– PP (plan point)– SP (ship point)– SST (safety stock)– TF/SF/OF (Tank freeze/silo freeze/object freeze): Comprises all the information
regarding tank freeze/silo freeze/object freeze events– PDL (planned delivery/disposal loop): Comprises all the new deliveries/disposals whichhave been planned or deleted– PDE (planned delivery/disposal events): Comprises all the early, late, missed andcompleted deliveries/disposals– S.Lim1/S.Lim2 (Secondary Limit 1/2)
9. Click ¼ to save your entries. Click  to abort the process.

13.8.3

Changing tank group

For details → ä 26

13.8.4

Deleting tank groups

For details → ä 30

13.8.5

Copying tank groups

For details → ä 31

13.9

Managing linearization tables

Only people whose user role is configured as Master Data can create, change anddelete linearization tables.
A linearization table is assigned to a device in the Gateway configuration menu. For
details, see infos in the service manual.
Within linearization there will be no extrapolation. Values exceeding the defined range
will be linearized with the nearest point.
By means of a linearization table a measured value (X-value) is assigned the corresponding
Y-value (a volume value, for example). A linearization table must have a minimum of 2
points and can have a maximum of 64 points. A point consists of an index, input level (Xvalue) and input volume (Y-value).
1. In the Navigation Window, click the Configuration menu.
2. Click the Linearization menu item.
3. The following detail view is displayed in the Application Window:

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4. In the lower section of the Application Window, select the Configuration tab.

13.9.1Creating, changing and deleting a linearization table

Creating a linearization table
1. In the Navigation Window, click the Configuration menu.
2. Click the Linearization menu item.
3. Click the " button.
4. The tab is displayed in edit mode in the lower section of the Application Window:

S42_SH00001SEN_0211_30

5. Here, you can enter data for the linearization table:– Name (obligatory)– Description (obligatory): you can enter a multiline description here.
– Index: specifies the index in the table.
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– Input level: enter the level value.
– Input volume: specify the volume value belonging to the level value.
6. Click ¼ to save your entries. Click  to abort the process.
7. Select the Graph tab to view the linearization table you entered as a graph.

Changing a linearization table
1. In the overview table, click the linearization table you wish to change.
2. The related tab is displayed in the lower section of the Application Window:

S43_SH00001SEN_0211_30

3. Click the M button.
4. The tab is displayed in the edit mode.

S43-2_SH00001SEN_0211_30

5. In the table, click the value (input level or input volume) you want to change. You canoverwrite several values in succession or fill the table with more value pairs.

You cannot enter or delete lines in the table, or change the order of the value pairs.
6. Make your changes.
7. Click ¼ to save your entries. Click  to abort the process.

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Deleting a linearization table
You can only delete a linearization table if the linearization table is not assigned to ameasuring device.
1. In the overview table, click the linearization table you wish to delete.
2. The related tab is displayed in the lower section of the Application Window:

S43_SH00001SEN_0211_30

3. Click the Ǚ button.
4. The prompt "Do you really want to delete?" is displayed.
5. Click the OK button to delete the linearization table. Click Cancel to abort the process.

13.9.2

Displaying a linearization table as a graph

1. In the overview table, click the linearization table you wish to view as a graph.
2. Select the Graph tab.
3. The selected linearization table is displayed as a graph:

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13.9.3

Uploading a linearization table

1. Select the Configuration tab.
2. Click the " button.
3. The Configuration tab is displayed in edit mode.
4. Enter data for the following fields:–Name: unique name of linearization table–Designation
5. Click ¼ to save your entries. Click  to abort the process.
6. Select the Upload tab.
7. Click the M button.
8. The tab is displayed in the edit mode.

S45_SH00001SEN_0211_30

9. Copy a data structure into the text input area.
10. Specify the Decimal sign and the Data separator.

S45-2_SH00001SEN_0211_30

11. Click ¼ to save your entries. Click  to abort the process.
12. If you save your entries, the following message appears:

Linearization data was saved successfully

13. Select the Configuration tab if you wish to view the uploaded values as a linearizationtable. Select the Graph tab if you wish to view the uploaded values as a graph.

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13.9.4

Uploading a linearization table as an Excel file

1. Select the Configuration tab.
2. Click the " button.
3. The Configuration tab is displayed in edit mode.
4. Enter data for the following fields:– Name: unique name of linearization table– Designation
5. Click ¼ to save your entries. Click  to abort the process.
6. Select the File Upload tab.
7. The tab is displayed in the lower section of the Application window:

S46_SH00001SEN_0211_30

8. Click the Browse button.
9. Select the desired Excel file in your directory.

The Excel file must meet the following criteria and is read as follows:

SC-de-628– The first line is used as a header. These data are not read.
– The Excel file may only consist of two columns. The values in the first column are read as
X-values and the values in the second column are read as Y-values.
– There must be a numerical value in each cell. Text in a cell results in an error message.
– A pair of values consists of an X-value and a Y-value. An empty cell results in an error
message.
– The Excel file may consist of a maximum of 64 value pairs.
10. Click the Upload button.
11. Select the Configuration tab if you wish to view the uploaded values as a linearizationtable. Select the Graph tab if you wish to view the uploaded values as a graph.

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13.10 Managing linearization rules
Depending on your contract: The additonal feature Linearization rules is available. Incase of need, please contact Endress+Hauser.
Only people whose user role is configured as Master Data can create, edit and delete
linearization rules.
1. Click the Configuration menu in the Navigation window.
2. Click the Linearization menu item.
3. Select the Linearization rules tab.
4. The following detail view appears in the Application window:

Linearisierungsregeln1_BA00050SEN_2321_V3_4_3_EN

13.10.1 Creating a new linearization rule
1. Click the " button
2. The tab is displayed in edit mode in the lower part of the window.

Linearisierungsregeln2_BA00050SEN_2321_V3_4_3_EN

Here, you can select or see the following data:– Tank type: (obligatory) A drop down list which contains all configured tank types inside
the contract.
– Product: (obligatory) A drop down list which contains all current configured products
inside the contract.
– Default linearization (State A): A dropdown list which contains all declared
linearizations for the contract.
– Optional linearization (State B): A dropdown list which contains all declared
linearizations for the contract.
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3. Click ¼ to save your entries. Click  to abort the process.

13.10.2 Editing a linearization rule
1. Click the M button
2. The tab is displayed in edit mode in the lower part of the window.

Linearisierungsregeln3_BA00050SEN_2321_V3_4_3_EN

Here, you can select or see the following data:– Tank type: (obligatory) A drop down list which contains all configured tank types inside
the contract.
– Product: (obligatory) A drop down list which contains all current configured products
inside the contract.
– Default linearization (State A): A dropdown list which contains all declared
linearizations for the contract.
– Optional linearization (State B): A dropdown list which contains all declared
linearizations for the contract.
3. Click ¼ to save your entries. Click  to abort the process.

13.10.3 Deleting a linearization rule
1. Click the Ǚ button.
2. The prompt "Do you really want to delete?" is displayed.
3. Click OK to delete the linearization rule. Click Cancel to abort the process.

13.11 Managing units
Only people whose user role is configured as Master Data can change the number ofplaces after the decimal point for the units.
In the Unit menu item, you specify the number of places after the decimal point for thevarious units.
The Unit menu item lists all the units along with their description, number of decimal
places and unit type. "Customer-specific" types of units cannot be converted to another
unit. Customer-specific units are for display purposes only.
The  button in the table header opens a context menu. Via this context menu, you canshow and hide the Unit type column in the overview table.
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1. Click the Configuration menu in the Navigation window.
2. Click the Unit menu item.
3. The following detail view appears in the Application window:

S99_BA00050SEN_0211_30

The table displays all units along with their description and number of places after thedecimal point.
4. Select the unit in the table for which you want to change the number of places after thedecimal point.

5. Click the M button.
6. The tab is displayed in edit mode in the lower part of the window.
7. Enter the desired number in the Decimal places field.
8. Click ¼ to save your entries. Click  to abort the process.

13.12 Managing a report (using CIDX and CSV reports)
Only people whose user role is configured as Master Data can set up reports.
To use automatic data exchange in CIDX format, a server to receive the files must be
set up on the receiver side. The URL, user name and password of the receiver side must
be known.
You can schedule up to five reports.
Manual values are always marked with the text MAN.
1. Click the Configuration menu in the Navigation window.
2. Click the Report menu item.
3. The following detail view is displayed in the Application window:

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Format CIDX and CSV
The generated CIDX and CSV files have the following format:<contractNr><report.name>_<timestamp "yyyyMMdd_HHmmss">.<suffix>
Example: 1_report1_20100505_1634031.xml
CIDX: The CIDX format used is "InventoryActualUsage, Version 4".
The CSV files have the following structure:
Tank name

Time stamp

Value

Unit

Optimum

Plan point

Ship point

Safety stock

Tank 112.06.2009 17:20

920.0

l

1000

100

80

50

Validate CIDX
Once you have assigned the tanks to the report group, validation is performed to check
whether the configuration complies with CIDX specifications. The following checks are
performed:• Is a supplier assigned to the tank?
• Is a buyer assigned to the tank?
• Is a location assigned to the tank?
• Is a product assigned to the tank?
• Is a company assigned to the location?
• Is an identifier and identifier agency set for the buyer?
• Is an identifier and identifier agency set for the supplier?
• Is an identifier and identifier agency set for the product?
• Is an identifier and identifier agency set for the company of the location?
• Is a measure point assigned to the tank?

13.12.1 Creating a report
Using the Report Wizard, you can create a report in six simple steps. You can use different
report templates.
1. Click the Configuration menu in the Navigation window.
2. Click the Report menu item.

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3. In the lower section of the Application window, select the General report informationtab.

4. Click the Create new report button. The General report information dialog box

appears:

S101_BA00050SEN_0211_30

5. Here, you can enter general data on the report such as:– Name (obligatory): Unique identifier– Description: You can enter a multiline description here.
– Select a template: Select the template for the report here.
The report template Secondary report has been especially set up for secondary values.
You can compile secondary values for a report here. In this template, all parametersthat match a secondary value are preselected, as well as all secondary values and theprimary value. The primary value can also be excluded from the report. A configured
compilation of primary value, secondary values and parameters is stored and can bereused.
6. Click the Next button. The Column selection dialog box is displayed:

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7. Here you can select the information (columns) which should be analyzed in the report.

If Manual values shall also be displayed in the report the column Value (with manual
marker) has to be selected additionally.
– Available columns: This lists all the columns that can be analyzed in the report. If you
want to add a column, enable the check box for the corresponding column and click theò button. If you want to select all the columns, enable the uppermost check box besidethe columns.
– Assigned columns: This lists all the columns that are analyzed in the report. If you want
to remove a column, enable the check box for the corresponding column and click the ñ
button. If you want to select all the columns, enable the uppermost check box beside thecolumns.
If you want to change the order of the columns, select the corresponding column and clickthe Ë or Ì button.
– Include secondary values: the secondary values are also displayed. If this option is
selected, no secondary values can be excluded from the report. If you want to select specificsecondary values, choose the template Secondary report in step 1.
– Add column names as headers: The column names are used as headers.
– Header language: Choice of language for the column names in the header of the report.
The language from your user preferences is used as the default language. If no language
is selected in the user preferences, the column names are in English.
8. Click the Next button. The Tank assignment dialog box is displayed:

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9. By means of the table, you can activate the check boxes to assign the correspondingtanks to this report.

10. Click the Next button. For CIDX and CSV reports, validation is performed to check

whether the configuration complies with the specifications. The Format selection
dialog box is displayed:

Report_Assistent_4_BA00055SEN_30

11. You can select how the report is output here:– XLS: Excel file
– TXT: text file
– PDF: PDF file
– CSV – Semicolon ";": CSV file (values seperated by semicolon)– CSV – Comma",": CSV file (values seperated by comma)– CSV – TAB: CSV file (values seperated by tabulator)– XML: XML file
12. Click the Finish button to finish the report.

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13. Click the Next button to go to the channel configuration. The Channel configuration

dialog box is displayed:

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14. Select the distribution channel for the Channel field.
15. Depending on the distribution channel selected, additional fields are displayed in thetab.

a) Distributed by e-mail– Click the  button to select a user. Click the  button to remove a user who has been
selected.

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Managing master datab) Distributed by FTP

A0041394-EN_300

Enter the following data here:– FTP mode: If required, select another FTP mode. Default value: FTP Active. Options: FTP
Passive, FTPS Passive.
– URL (obligatory): Website of the selected channel– Port: If needed, choose another port. Default value: 21.
– User– Password– Use proxy
FTP Active: When using active FTP, the FTP server initiates the build-up of the datachannel after client and server have agreed to do so.
FTP Passive: When using passive FTP, the client initiates the build-up of the datachannel, because a firewall or a router connection often prevent the data channel
establishment coming from the server side.
FTPS Passive: Passive FTPS (explicit) works similar to passive FTP, but uses TLS
encryption while setting up a connection.
When setting up a connection from the client side via passive FTPS in the explicit
mode, port 21 is used.
For the data channel, the server must use a port between 10000 and 11000. The
server must be configured accordingly. The IP address of the FTPS server must be
signed up at Endress+Hauser and approved for connection
16. Click the Finish button to finish the report. Click the Next button to go to scheduling.

The Scheduling dialog box is displayed:

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17. Here, you can enter data on the scheduling such as:– Enable scheduling: The scheduling rule is enabled immediately as soon as the report has
been completed.
– Time zone
– Repetition rule: You can select a rule here.
Daily: Possible to schedule by time or frequency.
Weekly on every...: Possible to select the specific days and schedule by time or frequency.
Monthly on specified date: Possible to schedule the start date and time for creating thereport every month.
Monthly on last day of month: Performed on the last day of the month. Possible toschedule the time for creating the report every month.
The days on which a scheduling rule is executed are highlighted in color in the calendar. You
can scroll through the calendar on a month-by-month basis.

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18. Click the Finish button to finish the report.

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13.12.2 Downloading the report as a PDF file
You can download a report as a PDF file and save it in your file system.
Mobile devices: Before printing reports as PDF, deactivate the ad blocker in yourinternet browser. If the ad blocker remains activated, it may happen that the reportcannot be closed again. In this case, refresh the browser tab or log off from SupplyCare
Hosting and log in again.
1. Click the Configuration menu in the Navigation window.
2. Click the Report menu.
3. Select the report in the upper section of the Application window.
4. In the lower section of the Application window, select the General report informationtab.

5. Click the 9 button.
6. As soon as the report is finished, the File download dialog box is displayed.
7. Click the Open button to view the report immediately. Click the Save button to save thereport in your file system. Click Cancel to abort the process.

13.12.3 Creating reports and sending them immediately
Irrespective of the scheduling rules, you can create a report any time and send the report to
the recipients as defined in the channel configuration. The scheduling rules remainunchanged.
Only measured values with the status 0 are taken into consideration in CDIX and
CSV-type reports.
1. Click the Configuration menu in the Navigation window.
2. Click the Report menu.
3. Select the report in the upper section of the Application window.
4. In the lower section of the Application window, select the General report tab.
5. Click the  button.
6. The report is created in the background and sent to the recipients. You receive a

notification message to this effect.

7. Click Ok to confirm the notification message.

13.12.4 Changing a report
For details → ä 26

13.12.5 Deleting a report
For details → ä 30

13.12.6 Copying a report
For details → ä 31

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13.13 Reconciliation report
13.13.1 Description

Recon_Report_example_EN

Fig. 3:
1
2
3
4
5
6
7
8
9

Example for a Reconciliation Report in xls format. In this report, values from 3 measure points are collected: Inputs, Stocks
and Outputs.
Report name
Description
Point name: Names of the measure points
Product
Points in time of measurement (start / end)
Measured delta at a separate measure point
Quantity Delta: Sum of the deltas from the values of all measure points of a certain type
Error delta: Measured product loss by unit; Error delta (%): Measured product loss in %;Yield: Factor for process efficiency (ideal: 1)
Column heads for the measure points Inputs, Stocks and Outputs

The Reconciliation report offers the opportunity to create reports that display the inventory
development in one or more tanks very accurate.
The enhanced accuracy compared to sole level measurement (Stocks) is achieved by adding
measurement values from flow meters for inflow to a tank (Inputs) and the discharge froma tank (Outputs) to the measurement process. The Reconciliation report relates these 3
values and balances them against each other, and thus makes inconsistencies visible.
The Reconciliation report measurement values are more accurate than those deliveredby the measurements in the "Analysis" workplace. For this reason, the Reconciliation
report values may differ slightly from those in the "Analysis" workplace.
For each measure point of the inflow type (Input), Stock and discharge (Output), thedifference between the start point and the end point of the measurement is being calculated.
A Reconciliation report can also be calculated if there are only 2 measure points. One of themeasure points must be Stock.
For report creation, the last measurement before start time, and end time respectively,of a measure point is used.
There are several ways to create a Reconciliation report.
• Ad hoc upon request of a SupplyCare user → ä 78.
• Regularly, based on variably defineable time intervals.
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13.13.2 Configuring a Reconciliation ReportCreating a report
Using the Report Wizard, you can create a report.
1. Click the Configuration menu in the Navigation window.
2. Click the Report menu item.
3. In the lower section of the Application window, select the General report informationtab.

4. Click the Create new report button. The General report information dialog box

appears:

Konfig_Rep_Reco_1_BA00050SEN_31

5. Here, you can enter general data on the report such as:– Name (obligatory): Unique identifier– Description: You can enter a multiline description here.
– Select a template: Select the template Reconciliation report here.
6. Click the Next button. The Reconciliation role assignment dialog box is displayed.

Here, you assign a role (Input, Stock or Output) to the available measure points. Typically,
primary values and secondary values are assigned to the separate roles. These measurement
values are then used for the inventory reconciliation.
If a measure point is not assigned to a role, its value is 0 (default).

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Konfig_Rep_Reco_2_BA00050SEN_31

7. Here you can filter tanks by tank group, location and product. Enter the following

information and parameters:• Unit (mandatory). The default unit here is cubic meters. Only those primary and secondary
values can be calculated, which, from tank configuration, feature a unit that is compatible
with the unit selected here. Compatible with one another are either units of volume orunits of mass.
• Select the measure points of a tank. For a report, minimum 2 measure points arenecessary. One of the measure points must be Stock. For each measure point a row isdisplayed. Click into the row and select a role for a measure point.
• Select the time interval and the language for the Reconciliation report.
8. Click the Next button. The Format selection dialog box is displayed:

Konfig_Rep_Reco_3_BA00050SEN_31

9. You can select how the report is output here:• XLS: Excel file
• XML: XML file
• PDF: PDF file152

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10. Click the Next button. The Channel configuration dialog box is displayed:

Konfig_Rep_Reco_4_BA00050SEN_31

11. Select the distribution channel for the Channel field. Depending on the distribution

channel selected, additional fields are displayed in the tab. The details of the various
channels are described here: → ä 142.

12. Click the Next button to go to scheduling. The Scheduling dialog box is displayed:

Konfig_Rep_Reco_5_BA00050SEN_31

Fig. 4:Endress+Hauser

Using time for scheduling: Here, one or more points in time are defined, where there is a Reconciliation report being
created on each of the days selected.

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Konfig_Rep_Reco_6_BA00050SEN_31

Fig. 5:Using frequency for scheduling: Here, a time-slot is defined (start time, end time), and inside of which several
Reconciliation reports are created. It depends from the window’s size and the frequency selected, how many reports are
created.

13. Here, you can enter data on the scheduling such as:• Enable scheduling: The scheduling rule is enabled immediately as soon as the report has
been completed.
• Time zone
• Repetition rule: You can select a rule here.
Daily: Possible to schedule by time or frequency.
Weekly on every...: Possible to select the specific days and schedule by time or frequency.
Monthly on specified date: Possible to schedule the start date and time for creating thereport every month.
Monthly on last day of month: Performed on the last day of the month. Possible toschedule the time for creating the report every month.
The days on which a scheduling rule is executed are highlighted in color in the calendar. You
can scroll through the calendar on a month-by-month basis.
14. Click the Finish button to finish the report.

13.14 Setting up messaging
SupplyCare Hosting can actively inform users of events by e-mail. Depending on the event
weighting, different people can be informed.
Only people whose user role is configured as Master data can set up message
notification.
Message-based notification can only be set up for people with Read only, Scheduler
or Operator configured as their user role.
The e-mail connection must be set up for SupplyCare before the user can be notified bye-mail.

13.14.1 Setting up messaging
1. Click the Configuration menu in the Navigation window.
2. Click the Tank group menu.

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3. The following detail view is displayed in the Application window:

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4. In the overview table, select the tank group to which you want to assign a user.
5. In the lower section of the Application window, select the User assignment tab.
6. Click the M button.
7. The tab appears in the edit mode:

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Anyone with Read only, Scheduler and Operator user roles is listed in the table. You can
only assign these people to a tank group, and thus to a tank.
8. You can assign one or more tank groups to the user using the Assign column. These tankgroups are listed in the "Workplace - Tank" view.
You can also specify what events the user should be notified of, and whether thisnotification should be sent by e-mail.

9. Click ¼ to save your entries. Click  to abort the process.

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13.15 Maintaining a user profile
Each person has the possibility to change his/her user profile.
1. Click the arrow next to your user name in the Navigation window.
2. Click the User profile menu item.
3. Select the User profile tab.
4. The following is an example of what is displayed in the Application window:

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5. Click the M button.
6. The tab is displayed in the edit mode.
7. Make your changes. You can change the fields with a white background, e.g. Name andE-mail address.

8. Click ¼ to save your changes. Click  to abort the process.
9. The Tank group assignment tab shows you what tank groups you are assigned to.

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The tank group assignment can only be changed by people with Master data user rolein the Tank groups menu item.
10. The My tank view tab shows you all the tanks and aggregated tanks which you canaccess via the assigned tank groups.

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11. Click the M button.
12. The tab is displayed in the edit mode.
13. Enable the check boxes of the tanks that should be shown in the My tank view

workplace.

14. Click ¼ to save your changes. Click  to abort the process.

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13.16 Selecting and changing user preferences
Only people with Read only, Scheduler or Operator configured as their user role canchange the user preferences.
1. Click the arrow next to your user name in the Navigation window.
2. Click the User preferences menu item.

Benutzereinstellungen_BA00050SEN_31

3. Click the M button.
4. The tab is displayed in the edit mode.
5. Click the ÷ø button of a field to choose an option or change a setting.
6. Click ¼ to save your changes. Click  to abort the process.

13.16.1 Description of the filters (fields)"Time zone" filter
The Time zone selected here is used in the following areas of the program:
Menu

Description

Workplace – Tank

• Notes and files tab• Event details tab

Workplace – My tank view

• Tank overview

Workplace – Event• Event table• Event details tab• Event history tab

Configuration – Tank

• Tank notes tab

Configuration – Aggregated tank

• Tank notes tab

Configuration – Location• Location notes tab"Default time zone filter"
The Time zone filter selected here is displayed in the Time zone picklist in the "Tank", "Mytank view", "Event" and "Scheduling" workplaces. You can select the following values:• Empty: The "Location" value is displayed in the "Tank", "My tank view" and "Scheduling"
workplaces. "User preference" is displayed in the "Event" workplace.
• Location: The "Location" value is displayed.

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• User preference: The selected time zone is displayed. The value "UTC+00:00" is displayed
if the time zone is empty.
• UTC: The value "UTC+00:00" is displayed. "UTC" is short for "Universal Time Coordinated".
Unit filters
If you selected Mass, Volume, Length, Density, Pressure or Temperature for the tank unit,
the unit selected here is used in many spots of the program. These spots are listed in thefollowing table.
Menu

Description

Workplace – Tank

• "Tank" table• Inventory chart tab• Tank details tab• Event details tab• Download history tab

Workplace – My tank view

• Tank overview• Inventory chart tab• Tank details tab• Event details tab• Download history tab

Workplace – Event• Event details tab• Inventory chart tab• Tank details tab, Unit field

Workplace – Scheduling• Planning table• Plan delivery/disposal tab• Planned delivery/disposal tab• Overview tab

Workplace – Analysis• Analysis table• KPIs tab• Outflow/Inflow tab• Chart hourly tab• Chart daily tab"Language" filter
The Language selected here is used as the language for event and limit notifications, as well
as for the names of the columns in the header of a report.
"Default home page" filter
The Default home page selected here is displayed in the Application window following
successful login. If a splash screen image is used in the Application window, the default
home page is displayed once the user clicks Next.

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Delimiters in export and report formats

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Delimiters in export and report formats

This chapter explains the right thousand and decimal delimiter formatting used in all the
Export or Reporting possibilities in SupplyCare.
• Excel Downloads Ƨ – The download is performed with Excel format (standard). When
opened in Excel, the report will be shown in the local Excel format system.
• Download history – The character which the download uses as the thousand/decimaldelimiter depends on the language setting selected in the browser.
• Notifications – The character which the notification uses as the thousand/decimaldelimiter depends on the language setting selected in User preferences.
• Reports – The character which the report uses as the thousand/decimal delimiter can beselected from a Drop down list in the Report Configuration.

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User roles and authorization

15

User roles and authorization
Multiple user roles can be assigned to one person at the same time.

Master data
Person with Master data configured as their user role are authorized to perform thefollowing:• Create, change and delete users• Assign a user role to a user
• Assign a tank group to a user
• Assign notifications to a user
• Change their own user profile• Create, change and delete a tank
• Assign a tank to a tank group• Create, change and delete an aggregated tank
• Assign an aggregated tank to a tank group• Create, change and delete tanktypes• Create, change and delete a location• Assign a tank to a location• Create, change and delete a company• Create, change and delete a product• Upload an existing linearization table• Create, change and delete a linearization table• Create, change and delete a tank group• Assign a product to a tank
• Create, change and delete reports• Change the number of decimal places for a unit type
Read only
Person with Read only configured as their user role are authorized to perform the following:• View tanks (measured values)• View personalized tank view
• View tanks on a map (Google Maps)• View and save measured value history• View tank details• View location details• View tank service status• View events• Perform totaling• Change their own user profile• Make user preferences
Operator
The Operator is authorized to perform the following:• View tanks (measured values)• View personalized tank view
• View tanks on a map (Google Maps)• View and save measured value history• Analyze the history of existing measured values• View tank details• View location details• Change tank service status• View and edit events• View event history• Perform totaling• Change their own user profile• Make user preferences
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Scheduler
The Scheduler is authorized to perform the following:• View tanks (measured values)• View personalized tank view
• View tanks on a map (Google Maps)• View and save measured value history• View notifications and status displays on planned disposals and deliveries• View tank details• View location details• View tank service status• View and edit events• Set the resubmission date
• View event history• Plan deliveries and disposals• Perform totaling• Change their own user profile• Make user preferences

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Index
A

ADI (average daily inflow) . . . . . . . . . . . . . . . . . . . . . . . . 81
ADO (average daily outflow) . . . . . . . . . . . . . . . . . . . . . . 81
Amount for planned delivery . . . . . . . . . . . . . . . . . . . . . . 37
Amount for planned disposal. . . . . . . . . . . . . . . . . . . . . . 37
Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Application window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Assigning tank groups to a user . . . . . . . . . . . . . . . . . . . 92
Average daily inflow . . . . . . . . . . . . . . . . . . . . . . . . . . 81–82
Average daily outflow . . . . . . . . . . . . . . . . . . . . . . . . . 81–82
Average delivery quantity. . . . . . . . . . . . . . . . . . . . . . . . . 83
Average disposal quantity . . . . . . . . . . . . . . . . . . . . . . . . 83
Average inventory level . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Average rate of usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Average safety stock reached. . . . . . . . . . . . . . . . . . . . . . 83

B

Bad measurement(s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Buyer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Buyer ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

C

Capacity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39
Changing
Aggregated tank-tank group assignment. . . . . . . . 122
Location-tank assignment . . . . . . . . . . . . . . . . . . . . 128
Master data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Tank-tank group assignment . . . . . . . . . . . . . . . . . . 102
CIDX reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Company details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Configuring freeze events. . . . . . . . . . . . . . . . . . . . 104, 108
Configuring secondaries . . . . . . . . . . . . . . . . . . . . . . . . . 102
Constituent tanks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Copy
Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Disposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Creating a report group. . . . . . . . . . . . . . . . . . . . . . . . . . 142
CSV reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

D

Daily basis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Daily inflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Daily outflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Data source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Days until safety stock is reached . . . . . . . . . . . . . . . . . . 37
Days until the safety stock is reached . . . . . . . . . . . . . . . 82
Deleting
Master data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Tank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Delimiters in export and report fomats. . . . . . . . . . . . . 160
Delivery
Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Status management. . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Endress+Hauser

Detailed view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Device mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Device version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
DI (daily inflow). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Disposal
Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Status management . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
DO (daily outflow). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Download history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
DSST (days until safety stock is reached) . . . . . . . . . . . . . 37

E

Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58–59, 63
Event details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41, 60, 63
Event history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Event symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Export and report fomats . . . . . . . . . . . . . . . . . . . . . . . . 160

F

Filter functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Forecast values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Short term forecasting . . . . . . . . . . . . . . . . . . . . . . . . . 51
Forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Free . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Free capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Freeze event details . . . . . . . . . . . . . . . . . . . . . . . . . . 42, 60
Frequency of deliveries. . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Frequency of disposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
From date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

H

Historical values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Holdup event details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Hourly basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Hysteresis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37, 39, 100

I

Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 19–20, 22–23
Inflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Inventory chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37, 62
Inventory control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

K

Key performance indicators . . . . . . . . . . . . . . . . . . . . . . . . 82
KPIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

L

Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Latitude/Longitude (GPS) . . . . . . . . . . . . . . . . . . . . . . . . . 39
Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Linearization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Linearization rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Linearization table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Changing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Creating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Deleting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
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Uploading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39, 81, 126
Location details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41, 126
Logging out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

M

Master data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 161
Maximum value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Menu
Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 134
Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Workplace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Menu items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Minimum value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Monitoring tanks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
My tank view. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

N

Navigation window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Next planned delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Next planned disposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Notes and files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Number of deliveries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Number of disposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

O

Operator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 161
Optimum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39
Order code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Out of service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37, 39
Outflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

P

Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
PD (planned delivery/planned disposal) . . . . . . . . . . . . . 37
PD amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Plan delivery . . . . . . . . . . . . . . . . . . . . . . . . . . 54, 65, 68, 70
Plan disposal . . . . . . . . . . . . . . . . . . . . . . . . . . 54, 65, 68, 70
Plan point. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Planning type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Portal window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
PP (plan point) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39, 81, 129
Product details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

R

Read only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 161
Recycling tanks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38, 69
Refresh range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54, 71
Report group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Reportgruppe anlegen/einrichten . . . . . . . . . . . . . . . . . 151

S

Safety icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Safety stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
164

Safety stock reached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 162
Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
SDT (Standard delivery time in days or hours) . . . . . . . . 39
SDT (standard delivery time/standard disposal time) . . 37
Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Secondaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46, 102
Setting the resubmission date . . . . . . . . . . . . . . . . . . . . . . 64
Setting up a report group . . . . . . . . . . . . . . . . . . . . . . . . 142
Setting up e-mail notification . . . . . . . . . . . . . . . . . . . . 132
Setting up messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Setting up notifications for tank events . . . . . . . . . . . . . . 92
Ship point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
SP (Ship point). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
SST (Safety stock) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Standard delivery time . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Standard disposal time . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Standard tanks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38, 69
Starting the program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Status display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Supplier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

T

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Tank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Tank assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Tank details . . . . . . . . . . . . . . . . . . . . . . . . . 38, 62, 96, 119
Tank freeze . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Tank group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Tank group assignment . . . . . . . . . . . . . . . . . . . . . . . . . 156
Tank groups . . . . . . . . . . . . . . . . . . . 91, 98, 102, 121–122
Tank holdup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Tank list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Tank name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39, 81
Tank notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112, 121
Tank partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Tank service status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Tank setup wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Tank shape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Tank type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39, 123
Tanks at location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Technical improvement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Time stamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37, 39
Time unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Time zone. . . . . . . . . . . . . . . . . . . . . . . . . . . 37, 39, 81, 158
To date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Total inflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Total outflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Turnover rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Type details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Type notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

U

Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39, 81
Unit filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

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Unit of density . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Unit of length . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Unit of mass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Unit of Pressure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Unit of temperature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Unit of volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
User assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . 132, 155
User details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
User interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
User preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
User profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
User roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
User roles and authorization . . . . . . . . . . . . . . . . . . . . . 161

V

Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39

W

Workplace
Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
My tank view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65, 68
Tank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

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