BA01584G/00/EN/01.

15 Products Solutions Services

71309657
Valid as of software version:
18.0.2

Operating Instructions
Terminalvision NXS85
Terminal Management Software
Operation Guide
 Terminalvision NXS85

Order code 00X00-XXXX0XX0XXX

Ser. No.: X000X000000
TAG No.: XXX000

Serial number

www.endress.com/deviceviewer Endress+Hauser Operations App

A0023555

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Terminalvision NXS85

Table of Contents
1 Document information . . . . . . . . . . . . . . 4
1.1 Target audience for this manual . . . . . . . . . . . . . . . 4
1.2 Version history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.3 Document function . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.4 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Identification . . . . . . . . . . . . . . . . . . . . . . 6
2.1 Product identification . . . . . . . . . . . . . . . . . . . . . . . . 6
2.2 Nameplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.3 Order code and device version . . . . . . . . . . . . . . . . . 7
2.4 Device documentation . . . . . . . . . . . . . . . . . . . . . . . 7
2.5 Registered trademarks . . . . . . . . . . . . . . . . . . . . . . . 7

3 Basic safety instructions . . . . . . . . . . . . . 8

3.1 Requirements for the personnel . . . . . . . . . . . . . . . 8
3.2 Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.3 Workplace safety . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.4 Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.5 Product safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4 Introduction . . . . . . . . . . . . . . . . . . . . . . 10
4.1 Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

5 System Operation. . . . . . . . . . . . . . . . . . 11
5.1 Launching the application . . . . . . . . . . . . . . . . . . 11
5.2 Creating Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
5.3 Viewing Vehicles/Drivers On Site . . . . . . . . . . . . 15
5.4 Viewing the Gantry Status . . . . . . . . . . . . . . . . . . 15
5.5 Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . 22
5.6 TAS Meter Totals Report . . . . . . . . . . . . . . . . . . . 23
5.7 Viewing Loading Transactions . . . . . . . . . . . . . . 24

6 Stock Management . . . . . . . . . . . . . . . . 28
6.1 Physical Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
6.2 Book Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
6.3 Cut-off Procedure . . . . . . . . . . . . . . . . . . . . . . . . . 34
6.4 Viewing the Starting Stock Position . . . . . . . . . . 35
6.5 Movements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
6.6 Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
6.7 Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
6.8 Average VCF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
6.9 Typical End of Day Procedure . . . . . . . . . . . . . . . 62
6.10 Typical Month End Procedure . . . . . . . . . . . . . . . 63

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

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Document information Terminalvision NXS85

1 Document information

1.1 Target audience for this manual

This manual should support during the operation of Terminalvision.
It is recommended receiving a training on the system by Endress+Hauser.

1.2 Version history

Document version Valid for SW version Changes to the previous version

BA01584G/00/EN/01.15 18.0.2 Initial version

1.3 Document function

1.3.1 Used symbols

Safety symbols

Symbol Meaning

DANGER!
DANGER This symbol alerts you to a dangerous situation. Failure to avoid this situation will
A0011189-EN result in serious or fatal injury.

WARNING!
WARNING This symbol alerts you to a dangerous situation. Failure to avoid this situation can
A0011190-EN result in serious or fatal injury.

CAUTION!
CAUTION This symbol alerts you to a dangerous situation. Failure to avoid this situation can
A0011191-EN
result in minor or medium injury.

NOTICE!
NOTICE This symbol contains information on procedures and other facts which do not result
A0011192-EN in personal injury.

Electrical symbols

Symbol Meaning
Direct current
A terminal to which DC voltage is applied or through which direct current flows.
A0011197

Alternating current
A terminal to which alternating voltage is applied or through which alternating current flows.
A0011198

Ground connection
) A0011200
A grounded terminal which, as far as the operator is concerned, is grounded via a grounding
system.

Protective ground connection

* A0011199
A terminal which must be connected to ground prior to establishing any other connections.

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Terminalvision NXS85 Document information

Symbols for certain types of information

Symbol Meaning

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

Symbols in graphics

Symbol Meaning

1, 2, 3... Item numbers

1. , 2. , 3. ... Series of steps

A, B, C... Views
Hazardous area
- Indicates a hazardous area.
A0011187

Indicates a non-hazardous location

. Safe area (non-hazardous area)
A0011188

1.4 Documentation

1.4.1 Operating instructions

Document number Instrument Type of Document

BA01582G/00 Terminalvision Configuration Guide

BA01580G/00 Terminalvision Installation

BA01584G/00 Terminalvision Operation Guide

BA01583G/00 Terminalvision Weighbridge Configuration and User Guide

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Identification Terminalvision NXS85

2 Identification

2.1 Product identification

The following options are available for identification of the software:
• Nameplate specifications
• Order code with breakdown of the software features on the delivery note
• Enter serial numbers from nameplates in W@M Device Viewer
(www.endress.com/deviceviewer ); all information about the software is displayed.
For an overview of the technical documentation provided, enter the serial number from the
nameplates in the W@M Device Viewer (www.endress.com/deviceviewer ).

2.2 Nameplate

1 2 3 4 5

Terminalvision
Order code:
Ext. Order code:
Ser.-No.:

7 250002972--

nameplate

1 Address of manufacturer
2 Device name
3 Order code
4 Extended order code (Ext. ord. cd.)
5 Serial number (Ser. no.)
6 Certificate and approval relevant data
7 Barcode
8 CE mark

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2.3 Order code and device version

To find out the version of your software, enter the order code indicated on the
nameplate in the search screen at the following address:
www.products.endress.com/order-ident

2.4 Device documentation

The information required to retrieve the documentation can be found on the nameplate of
the device.
Technical documentation can also be downloaded from the Download Area of the
Endress+Hauser web site: www.endress.com → Download. However this technical
documentation applies to a particular instrument family and is not assigned to a
specific device.

2.4.1 W@M Device Viewer

1. Launch the W@M Device Viewer: www.endress.com/deviceviewer
2. Enter the serial number (Ser. no.) of the device: see nameplate.
 All the associated documentation is displayed.

2.4.2 Endress+Hauser Operations App

The Endress+Hauser Operations App is available both for android smart phones
(Google Play Store) and for iPhones and iPads (App Store).
Via the serial number:
1. Launch the Endress+Hauser Operations App.
2. Enter the serial number (Ser. no.) of the device: see nameplate.
 All the associated documentation is displayed.

2.5 Registered trademarks

Microsoft®, Windows® and Internet Explorer®
Registered trademarks of the Microsoft Corporation

Modbus®
Registered trademark of the Modbus-IDA, Hopkinton, MA, USA

Java®
Registered trademark of Sun Microsystems, Inc.

Mozilla® Firefox®
Registered trademark of the Mozilla Foundation

Android® and Google Play® are registered trademarks of Google Inc.

iPhone® and iPad® are trademarks of Apple® Inc., registered in the U.S. and other countries.

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Basic safety instructions Terminalvision NXS85

3 Basic safety instructions

3.1 Requirements for the personnel

The personnel for installation, commissioning, diagnostics and maintenance must fulfill the
following requirements:
• Trained, qualified specialists: must have a relevant qualification for this specific function
and task
• Are authorized by the plant owner/operator
• Are familiar with federal/national regulations
• Before beginning work, the specialist staff must have read and understood the instructions
in the Operating Instructions and supplementary documentation as well as in the
certificates (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's
owner operator
• Following the instructions in these Operating Instructions

3.2 Designated use

3.2.1 Application
Terminalvision is a terminal management and loading monitoring software designed to
meet the requirements of depots and terminals. Interfacing to most vendor devices used for
access control, batch controllers, flow computers, and weighbridges, Terminalvision
provides a secure and controlled loading and off-loading procedure for all movement types.
Terminalvision also enables site control and overview, allowing operators to access details of
all gantries, loading arms, vehicles, drivers, and products in use on site.
Terminalvision can be provided as a simple standalone station for small depots, or be
configured on larger sites as a full Client/Server system where multiple operator stations are
required. Printers can be distributed throughout the system, for example placed within the
terminal control room and control rooms for internal reporting, as well as at the exit gate for
the automatic printing of BOLs.

3.3 Workplace safety

For work on and with the device:
• Wear the required personal protective equipment according to federal/national
regulations.
• Switch off the supply voltage before connecting the device.

3.4 Operational safety

Risk of injury!
• Operate the device in proper technical condition and fail-safe condition only.
• The operator is responsible for interference-free operation of the device.
Conversions to the device
Unauthorized modifications to the device are not permitted and can lead to unforeseeable
dangers
• If, despite this, modifications are required, consult with Endress+Hauser.

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Terminalvision NXS85 Basic safety instructions

3.5 Product safety

The device is designed to meet state-of-the-art safety requirements, has been tested and left
the factory in a condition in which it is safe to operate. The device complies with the
applicable standards and regulations as listed in the EC declaration of conformity and thus
complies with the statutory requirements of the EG directives. Endress+Hauser confirms the
successful testing of the device by affixing to it the CE mark.

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Introduction Terminalvision NXS85

4 Introduction
The Terminal Software application is an easy to use intuitive application that can be
configured for many different scenarios.
This manual is intended as a guide only.
For site specific guidance please consult your supplier for further information or assistance.

4.1 Transactions
The Terminal Software application is based around the logging of data from loading
computers located on loading bays (referred to as Gantries). A Gantry can consist of one or
more loading Arms, with the loading Computer(s) monitoring the flow of product on those
arms.
All transfer of product at a loading bay is recorded as part of a Transaction, which will
consist of one or more Batches. A batch is an individual transfer of product, for instance to
a truck compartment.
Each transaction will have a unique ID and can occur only on a single Gantry.
When a transaction occurs, each batch is recorded and reconciled to the order selected for
the transaction.
Terminal Software can also be used for non-Truck loading applications, such as monitoring
product flow on a pipeline into/out of tanks. In this case the pipeline can be considered as a
Gantry with one Arm.

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Terminalvision NXS85 System Operation

5 System Operation
This manual assumes that the Terminal Software application has been installed and
configured correctly. If not please refer to the Installation and Configuration manuals for
further information.
The examples in this manual have been biased toward the Contrec series of devices. For
information on the configuration of other vendor devices please ask your supplier for the
relevant manuals.
Before a vehicle and driver can carry out a transaction their details must be entered into the
system so that they can be authenticated.
Furthermore a valid order must exist which the driver and vehicle are authorised to use.

5.1 Launching the application

Double click the shortcut on the desktop or select the Terminalvision application from the
start menu.
The splash screen will be displayed for a few seconds followed by the screen below.

Terminalvision_Operation_EN_001

This is the Home Page for Terminal Software and is also the route to all features of the
application.
A menu bar and tool bar are provided for quick access to all the main features of the system.

5.2 Creating Orders

When operating in Load Scheduling mode, before any loading can take place it is necessary
to have a valid order configured in the system.
Select the TAS → New TAS Order menu. The following window will be loaded.

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System Operation Terminalvision NXS85

Terminalvision_Operation_EN_002

Enter the following fields:

Field Description

Order Type Select Compartment Order, Pre-Order, Open Order from the list.
A Compartment Order is specific to a particular vehicle. When the vehicle is selected
the vehicles compartment details will be displayed.
A Pre-Order allows you to specify a list of Products with specific quantities which can
be taken at any time. The order is completed when the specified Product Quantities
have been taken.
An Open Order allows you to specify a list of Products which can be taken at any time.
The Open Order allows you to take an unlimited quantity of each Product.

Order Number A unique numeric representing the order.

Order Date The date on which the order was entered.

Quantity Type Determines what parameter is used for all quantities, these can be:
• Gross Volume
• Net Volume
• Weight
If left as Default than the parameter from the System Settings will be used.
This field determines what units are displayed in the Products section on the order
entry screen. For instance if set to Weight, then quantities will be displayed as Kg,
tonnes etc.
Direction Set this to either Load or Receipt. For the order to be used for a transaction, the gantry
direction must match this order direction.

Supplier The owner of the product. The specified company will have this quantity debited from
their account.

Date Dependent Tick to indicate that this order is only valid between the specified dates. If unticked the
dates don’t apply.

Date From If Date Dependent is ticked, this is the date the order is valid from.

Date To If Date Dependent is ticked, this is the date the order is valid to.

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Terminalvision NXS85 System Operation

Field Description

Authorised Tick to authorise the order. If the order is not authorised it cannot be used.
Ensure an order is Authorised during configuration.

Customer The owner of the product. The specified company will have this quantity debited from
their account.

Destination The name of the destination of the product.

Carrier The name of the Company operating as the Carrier or leave blank to allow any carrier
to use this order.
This field sets the allowed drivers and vehicles that may be selected.

Driver Select the driver for the order, or leave blank if any driver can use this order.
If no driver is selected and a carrier has been configured, then any driver using this
order would have to belong to that carrier.

Vehicle Select the vehicle for the order, or leave blank if any vehicle can use this order.
If no vehicle is selected and a carrier has been configured, then any vehicle using this
order would have to belong to that carrier.
This field must be selected for a Compartment Order type.

Compartment Details If a Compartment Order is specified, the individual Compartment details must be
provided.

For a Compartment Order the Product, Quantity must also be specified for each
Compartment.
For a Pre-Order the Product, Quantity must be specified.
For an Open Order the Product must be specified.

When all fields have been entered, click OK to save the order.
The order will now be available for use. To see the status of any configured orders you can
use the order history screen discussed in the following section.
The order details may be printed or previewed via the tool bar options.
Repeat the above process for further orders.
The order number has to be unique.
The order has to be Authorised before it can be used.

5.2.1 Order History

All orders entered into the system are saved to the orders database. The status of an order
can be viewed through the order history screen.
Select the TAS → Order History menu option. The following window will be loaded.

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System Operation Terminalvision NXS85

Terminalvision_Operation_EN_003

By default a full list of all the orders will be displayed. The list can be filtered by various
criteria described as follows:

Field Task
Date From and Date To Enter the start and end date. Only the orders between and including these dates will
be displayed.

Supplier Tick the Use Supplier box and enter a Supplier from the drop down list. Only the
orders from the selected Supplier will be displayed.

Product Tick the Use Product box and enter a Product from the drop down list. Only the orders
for the selected Product will be displayed.
Carrier Tick the Use Carrier box and enter a Carrier from the drop down list. Only the orders
for the selected Carrier will be displayed.

Driver Tick the Use Driver box and enter a Driver from the drop down list. Only the orders for
the selected Driver will be displayed.

Vehicle Tick the Use Vehicle box and enter a Vehicle from the drop down list. Only the orders
for the selected Vehicle will be displayed.

Quick access to other features is also provided through the tool bar described as follows:

Field Task
New Order Click to create a new order. See section above for description on how to create new orders.

Edit Order Click to edit an existing order. If the order has not commenced most fields may be edited. If the
order has commenced nothing may be edited.

Print Click to print the order details.

Preview Click to preview the order details

Refresh Click to force a refresh of the window.

Options Click to customize the appearance of the order history screen.

5.2.2 Order Management

For general order management the Order History module provides the best features. From
one screen it is possible to create, edit and monitor orders.

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Terminalvision NXS85 System Operation

The data fields are updated automatically by the system.

When a new order is created it automatically appears in the list unless there are any filters
applied that do not match the order.
When an order is commenced you will see the status change from Ready to Loading, Started
or Completed depending on the status.
• Loading means that a vehicle is currently loading product against that order.
• Started means that the order has been commenced but there is no vehicle currently
loading against that order.
• Completed means that the order has been closed as all of the quantities specified have
been taken or it has been manually closed by a user.

5.3 Viewing Vehicles/Drivers On Site

The Yard Overview screen should reflect all those drivers and vehicles that are currently on
site.
Select the TAS → TAS Yard Control → All menu. The following window will be displayed:

Terminalvision_Operation_EN_004

Whenever drivers and vehicles enter or leave the site the Yard Overview screen is
dynamically updated.
In this window you can see the details of each driver and vehicle on site. In addition you can
see the status of each vehicle.
The amount of information displayed in the Yard Overview screen depends on the
information provided during the configuration phase. If there is insufficient information
further details can be added by using the edit function of the driver and vehicle data entry
screens.

5.4 Viewing the Gantry Status

Select the TAS → TAS Yard Overview menu option. The following window will be loaded.

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System Operation Terminalvision NXS85

Terminalvision_Operation_EN_005

The above example shows that there are two gantries, Gantry 1 and Gantry 2. In the
summary data table at the bottom of the window you can see that each Gantry has two
loading arms denoted Arm 1 and Arm 2. In addition you can see the current status of each
of the loading arms on each gantry.
If no Gantries are displayed it is likely that the system has not been completely configured.
See the Configuration manual for further instructions.
A small tool bar provides buttons for the following:
To add additional gantries
To edit the details of an existing Gantry
To change the Tank that an arm is connected to
To edit the Volume Correction data (density etc.) for an arm
To download density/temperature to a loading computer
To delete a Gantry
To view the detail status of a Gantry
To carry out a Manager Reset (reset Alarm etc.)
To carry out a Terminate Transaction command
To modify the Options for data displayed on this screen

For adding, editing and removing gantries please refer to the Configuration manual.

5.4.1 Gantry Details

To view the details of a Gantry during loading click the Gantry Details button. The
following window will be loaded.

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Terminalvision_Operation_EN_017

The above window shows the current status of the loading computers on the Gantry. In this
case there is no loading taking place.

If there was a truck on the loading Gantry and loading had been commenced the window
would look something like the following.

Terminalvision_Operation_EN_018

Each of the arms loading product into the vehicle is shown by a connection from the loading
computer to the correct compartment on the vehicle.
The vehicle and driver details are also shown.
The data from the loading computer and the filling of the compartment are updated live. The
numeric data and the level in the compartment will change as the load progresses.
The amount of information displayed on this screen will depend on the information that is
entered on the Gantry.

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System Operation Terminalvision NXS85

For instance, in order to show the compartments and the connecting pipe, the vehicle must
be identified on the gantry (via pin number or swipe card etc.) and a compartment number
selected by the driver.
Also for gantries that have load computers configured in Standalone mode then
compartments or pipes will be shown.
If the gantry is configured for a non-truck type (such as pipeline, tank etc.) then an
appropriate picture will be displayed instead of a truck.

5.4.2 Terminate Transaction

To send a Terminate Transaction to a loading computer, select one of the arms on the
Gantry, then click the Terminate Transaction button. A screen will be displayed asking
for a confirmation that the command is to be carried out. Click Yes to send the command to
the loading computer.
The outcome of sending this command depends on the loading computer and its
configuration. In some configurations this command may have no effect.
For Contrec 1010 devices, this command can be used to abort a transaction if problems
occur.
For Vega II devices used to monitor pipeline movements, this command must be sent to
complete a transaction and reset the totals in the Vega meter.

5.4.3 Stop Batch

When a batch is in operation (i.e. the arm is transferring product) a red dot with an X will be
displayed in the Yard Overview and Gantry Details screens.

Terminalvision_Operation_EN_020

To send a Stop Transaction to a loading computer, click on this button. A screen will be
displayed asking for a confirmation that the command is to be carried out. Click Yes to send
the command to the loading computer.
The outcome of sending this command depends on the loading computer and its
configuration. In some configurations this command may have no effect.
For Contrec 1010 devices, this command can be used to abort a batch if problems occur.

5.4.4 Manager Reset

If an alarm occurs in a Loading Computer it will be displayed in the Alarm Event Viewer.

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Terminalvision NXS85 System Operation

Terminalvision_Operation_EN_021

For certain Loading Computers (Contrec 1010, Vega II) a Manager Reset alarm may also be
displayed. This indicates that a Manager Reset command has to be sent to the meter to clear
the alarm and allow loading to continue.
To send a Manager Reset to the loading computer click the Manager Reset button. A
screen will be displayed asking for a confirmation that the reset is to be carried out. Click Yes
to send the command to the loading computer.

5.4.5 Changing the Tank connected to an Arm

The Tank that a Gantry Arm is connected to is normally set when the Gantry is configured.
However for certain configurations (such as a loading computer on a Pipeline) the tank may
be required to be changed regularly.
To carry out a quick change of Tank for an arm, select the Gantry in the Yard Overview screen
then click on the Change Tanks button. The following window will be loaded.

Terminalvision_Operation_EN_024

Select the new tank, then click OK.

If the loading computer supports the functionality, the Density and other product data will
be automatically downloaded to it. Loading computers which support this function include
the Contrec 1010 and Vega II devices.
If the load computer(s) on a gantry support blending, there will be two tanks displayed per
arm. The first Tank containing the main line product and the Blend Tank containing the
blend line product.

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Terminalvision_Operation_EN_025

If no blending is required for the site, leave the Blend Tank field blank.

5.4.6 Editing the Volume Correction data for an Arm

To edit the volume correction parameters for an arm, click on the tool bar option in the Yard
Overview screen.
This screen is only available if the gantry has been configured with the Manual Correction
field ticked in Gantry Config.

When selecting Manual Corrections the correction parameters of the tank associated
to the loading arm are not used. This can for example be useful when unloading a ship.

Terminalvision_Operation_EN_026

This screen allows parameters to be entered, such as:

• Density
• Temperature
These parameters are separate from those stored for the tank connected to the arm.

5.4.7 Setting the gantry display Options

To change the columns that are displayed for each arm on a Gantry, click on the Options
button. The following window will be loaded.

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Terminalvision NXS85 System Operation

Terminalvision_Operation_EN_028

Select the columns that are to be viewed on the Yard Overview screen.

5.4.8 Printing a BOL

The Bill of Lading, BOL, is often customised to specific site requirements.
The default BOL is pictured as follows:

Terminalvision_Operation_EN_029

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System Operation Terminalvision NXS85

The BOL can be configured to be printed automatically by the system whenever a driver
completes a load. The BOL will be printed to the default printer set during the configuration
of the system.
See the Admin → System Settings menu option for further details and which printers will
be used to print the BOL.
In addition the BOLs can be printed on demand to the system default printer using the TAS
→ TAS Transactions menu options.

5.5 Transaction Reports

This feature allows the user to create a number of different reports by specifying different
filter criteria for the report.
Select the TAS → TAS Transaction Report menu option. The following window will be
loaded.

Terminalvision_Operation_EN_030

Reports can be filtered by the following criteria:

• Carrier
• Customer
• Destination
• Driver
• Product
• Vehicle
In addition the reports can be time bound either by Month, Quarter, or by a Custom start and
end date.

5.5.1 Displaying all Transactions for a Specific Driver in the Current

Month
Select the Month for the period and choose a month from the drop down list.
Tick the Use box adjacent to the Driver filter and in the Filter Value field start to type the
name of the driver. A selection of available matches will appear. Select the correct one from
the drop down list or continue typing to refine the search. Alternatively click twice in the
Filter Value field for a drop down list of all available drivers.
Click the Preview button to preview the report.
Click the Print button to print the report.

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Click the Export button to export the data to an external file.

Click Close the close the window.

See below for an example of the report.

Terminalvision_Operation_EN_031

Other reports can be printed by simply modifying the filter criteria.

Furthermore the data for a specific report can be exported to a file by clicking the Export
button. The data could be loaded into a spreadsheet for analysis.

5.6 TAS Meter Totals Report

Load computer meter totals are recorded following each transaction. A report can be
generated to display these totals.
The Terminalvision system cannot know the meter total for a load computer arm until the
first time a batch is run for that arm. Consequently since the Meter totals are recorded
following a transaction, only subsequent batches can be included in a report.
To generate a report select the TAS → TAS Meter Totals Report menu option. The
following window will be loaded.

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Terminalvision_Operation_EN_032

Reports can be filtered by the following criteria:

• Gantry
• Product
In addition the reports can be time bound either by Month, Quarter, or by a Custom start and
end date.

5.7 Viewing Loading Transactions

A full historical log of all transactions is maintained by the system. These transactions can
be viewed using the system.
In addition BOLs can be re-printed for any transaction in the system.
All current active (not Committed) transactions and those that completed in the last three
hours can be viewed from the TAS → TAS Transactions menu option. Current transactions
older than 30 days will be cleared from the Terminalvision Transactions screen but can still
be viewed from the Terminalvision Transaction History screen. The following window will
be loaded:

Terminalvision_Operation_EN_033

By default, the screen shows the following columns:

• Start Time

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Terminalvision NXS85 System Operation

• Finish Time
• Gantry
• Reference Number
You can select any of the transactions by simply clicking on it in the list.
Once a transaction is selected you can:
• Print the BOL for the selected transaction by clicking the Print button.
• Preview a copy of the report by clicking the Print Preview button.
• Expand the transaction by clicking the Details button. This will then show the individual
batch details for the transaction.
The details of a transaction can also be expanded by clicking the "+" marker.
This will show the compartment details for the transaction as shown above.
• Customize the columns in the window by clicking the Configure Columns button.
• View the order details by clicking the View Order button.

5.7.1 Customizing the TAS Transaction Screen

Click the Configure Columns button on the tool bar.
The following window will be loaded.

Terminalvision_Operation_EN_034

There are two TABS, Transaction Columns used for selecting data relating to the overall
transactions, and Batch Columns used to select data relating to the individual batches
within a transaction.
In this example the Transaction Columns tab is selected.
The items in the left hand list represent those that are not currently displayed.
The items in the right hand list represent those that are currently displayed.
Items can be transferred from one list to the other, using the buttons provided, in order to
build a list of data that you would like to see on the Terminalvision Transactions screen.
The same is possible in the Batch Columns tab.

5.7.2 Viewing Historical Transactions

To view transactions that have occurred in the past, select the TAS → TAS Transaction
History menu option. The following window will be loaded:

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System Operation Terminalvision NXS85

Terminalvision_Operation_EN_035

The display layout is the same as the live transaction screen described previously, with the
added functionality that it displays all transactions that have occurred, based on user defined
filters.
These include:
• Date
• Customer
• Destination

5.7.3 E-mail a Transaction Report

To email a transaction report it is necessary to set up an email account in the Admin →
System Settings → E-mail tab.

Terminalvision_Operation_EN_036

There must also be a contact to send the report to.

Configuration → Contacts

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Terminalvision_Operation_EN_037

After filtering to the correct transaction (see Transaction Reports, → ä 22) – click on the E-
mail button and the contact selection screen is displayed:

Terminalvision_Operation_EN_038

Select the correct contact and choose the format for the transaction to be sent.
Click on OK and the email will be sent.
Filtering rules for the SMTP server chosen will be observed and all formats may not be
allowed on your email system.

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Stock Management Terminalvision NXS85

6 Stock Management
The system provides many optional functions for stock management and reconciliation.
These features are not provided as standard. If purchased they will be enabled through the
license issued with the software.
The Stock Management functionality builds on the transaction processing system already
described for truck loading operations by providing additional tools and features for
controlling and monitoring the following:
• Receipts into Storage
• Opening, Closing Stocks over daily, monthly periods
• Reconciliation of transactions to Physical Stock
• Integration with Tank Inventory Management Systems
• Co-mingled storage
• Accounting Adjustments to cater for losses/gains
• Stock accounts for Customers
Each customer effectively has an account. The account keeps track of the customers stock
holding by crediting any receipts to the customer, debiting any withdrawals done by or on
behalf of the customer and implementing any adjustments applied by the system or the
system administrator.
At the start of each day a customer has an Opening Book Stock, and at the end of each day
each Customer has a Closing Book Stock. This accounting is maintained by the following:
• Closing Stock = Opening Stock + Receipts - Withdrawals +/- Adjustments
• The system keeps a set of records known as the "BookStock".
• All transaction are applied to each customer’s books stock.
• At any time the Book Stock can be compared to the physical stock.

6.1 Physical Stock

This is the actual stock contained in the Tanks of the Site.
If the site has a Tank Inventory Management system compatible with the Terminal
Automation application, the physical stock data can be imported automatically.
If the site has no automatic tank gauging system the physical stock data can be maintained
manually.

6.1.1 Entering the Starting Tank Physical Stocks

When the system is first configured there will be no physical stocks known by the system.
These must be entered manually.
Select the Stocks → Tank Closing Stocks menu option. The following window will be
loaded.

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Terminalvision_Operation_EN-039

Select the Date. The date selected should be the date prior to the day you wish to start
managing the stock. The data provided will therefore represent the closing physical stock
position for that day, which will automatically become the opening stocks for the following
day.
Click the Extract button. The system will read the details of the tanks from the database.
Enter the following data from each tank:
• Product Level
• Water Level
• Temperature
• Density
This could be from manual dips, or alternatively dips from automatic tank gauges.
The corresponding volumes will be calculated.
Click the OK button to save the data.

6.1.2 Entering the Daily Tank Physical Stocks

During normal day to day operation of the system it is necessary to maintain the daily tank
physical stocks. These can be entered manually or automatically depending on whether a
suitable tank gauging system exists. If data is entered automatically from a tank gauging
system it can only be extracted for the current day. Earlier data must be entered manually.
The procedure is exactly the same as entering Starting Tank Physical Stocks except that the
date selected is the actual, not the preceding, day.
Select the Stocks → Tank Closing Stocks menu option. The following window will be
loaded.

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Terminalvision_Operation_EN-040

Select the Date for which the closing physical stocks will be entered.
Click the Extract button. The system will read the details of the tanks from the database.
Enter the following data from each tank:
• Product Level
• Water Level
• Temperature
• Density
This could be from manual dips, or alternatively dips from automatic tank gauges.
The corresponding volumes will be calculated.
Click the OK button to save the data.

6.2 Book Stock

The Book Stock is effectively a "paper" stock maintained by the system. After first installation
it is necessary to specify the starting position for the Book Stock. Thereafter the system will
maintain the Book Stock based upon all the transactions and adjustments that are applied.

6.2.1 Entering the Starting Tank Book Stock

Select the Accounting → Tank Adjustments menu item. The following window will be
loaded.

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Terminalvision_Operation_EN-041

Select the Site, Product and Date. As with Starting Tank Physical Stocks, the date should be
the day before you wish to start Book Stock accounting.
Click the Add button, the following window will be loaded.

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Terminalvision_Operation_EN-042

Select the Tank from the drop down list.

Select Credit.
Enter the Temperature, Density and measured quantity contained in the selected Tank.
Click OK to save the changes.
Repeat this process for each Product/Tank.

6.2.2 Allocating the Starting Stock to Customers

The previous section described how to enter the starting position for the Tank book stock.
This stock belongs to one or more customers, therefore it is necessary to distribute this stock
to the rightful owners. Thereafter the system will maintain each customer’s account by
applying the transactions and adjustments to each customer’s account.
Select the Accounting → Customer Adjustments menu item. The following windows will
be loaded.

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Terminalvision_Operation_EN-043

Select the Site, Product and Date. The Date should be the day before you wish to start
transactions.
Click the Add button under the Credit Adjustments so that you can Credit each Customer’s
account with a volume of product. The following window will be loaded.

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Terminalvision_Operation_EN-044

Select the Customer to be credited from the drop down list.

Select Credit.
Enter the Temperature, Density, and measured volume (i.e. G.O.V).
Click OK to save the changes.
Add further Credit Adjustments for each customer and product as required.
The total volume credited to customers should equal the Tank Stock position configured
earlier.

6.3 Cut-off Procedure

A cut-off process should normally be run each day to calculate the Opening and Closing book
stock positions for each customer.
Select the Accounting → Cut-Off menu or the Cut-Off tool bar button. The following
window will be loaded.

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Terminalvision_Operation_EN-045

6.3.1 Running the Cut-Off for the First Time

Run the cut-off procedure with a start date one day prior to the day you wish to start
managing stock from. The end date can be the following day or any day after that assuming
data is available for the calculations.
This will calculate and save the closing stocks for the day prior to starting, and copy the
closing stocks to the opening stocks for the start day.

6.3.2 Running the Cut-Off at any other Time

After the first time the cut-off has been run correctly to obtain the starting position for first
use of the system, it can be run anytime thereafter.
Select the Start and End Dates and click the OK button. This will consolidate all transactions
from the Start date to the End Date calculating the opening and closing stocks for each day.
If any historical transactions are ever edited, it is essential the Cut-Off procedure is run
from that date so that any changes can be applied from that day to the current.

6.4 Viewing the Starting Stock Position

It is now a good time to view the opening stock position to check that all data has been
entered correctly.
Select the Reports button.
Select the Date to be the date prior to the starting day.
Select Observed Daily Stock Report.
Click Preview.
A report similar to the following will be produced.

Terminalvision_Operation_EN-046

You can see:

• The opening stock position of zero (yellow)
• The adjustment made to the Tank (pink)

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Stock Management Terminalvision NXS85

• The adjustment made for each Customer (green)

• The closing book stock (cyan)
• The closing physical stock (blue)
The closing book stock and closing physical stock are the same; hence the loss/gain is zero.
Change the date to today and Preview the report again.
You can see:
• The opening stock is the closing stock from yesterday
• There are no other receipts of loadings
• The Closing Book Stock is the same as the Opening Stock
• The closing physical stock is zero
• The variance is equal to the opening stock (because no closing stock has been entered for
the day)
The system can now be used to carry out the stock management function.

6.5 Movements
The principle use of the application is to record product movements on the sites. Movements
are categorised by the direction the product is moving, off the site (a loading), to the site (a
receipt) or within the site (a transfer).
Transfers are handled separately from other movements (→ ä 46) and have their own
methods of data entry. Movements are all entered and edited using the Movement Config
form.
A basic movement will consist of an actual quantity of product being moved to or from some
tanks and an advised quantity of oil being moved in the same direction to or from some
customer’s account. In addition to these basic components there may be specified several
other optional corrections:

Pipeline Corrections due to changes in pipeline contents

Additives Additional volume created by injecting additives into the product stream as it is moved
Miscellaneous Any other corrections not related to pipelines or additives

Each movement component has its own form, accessed from the main movement form.

Component Load Action Receipt Action

Tanks Component from which the actual Component from which the actual figures
figures are derived are derived

Customers Component from which the advised Component from which the advised figures
figures are derived are derived

Miscellaneous Component adds to actual figures Component subtracts from actual figures

Pipelines Component adds to actual figures Component subtracts from actual figures

Additives Component adds to actual figures Component subtracts from actual figures

6.5.1 Direction
The direction of all the components is decided by setting the direction of the movements, for
instance if a movement of 1000 m³ is received into a tank and 10 m³ of some additive is
injected into the pipeline during the movement, the result is there would be an actual volume
of 1010 m³ seen in the tank. The additive component would be 10 m³, which would be
subtracted from the actual volume and compared to our ideal world example advised volume
of 1000 m³.
If the movement were run in the reverse direction, with the additive is being injected into the
pipe as the product is passed out to a ship, the actual volume according to the tank gauging
is 1000 m³, and the advised volume reported by the ship would be 1010 m³. As the direction

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of the movement is a load the additive component is instead added to the actual volume,
when computing the movement's loss or gain.
As can be seen it is not necessary to enter negative values to symbolise a movement's
direction, the calculations are determined by the movement direction.

6.5.2 Making a new Receipt/Load

Select the Movement → New Movement menu item.

Terminalvision_Operation_EN-047

There is an optional field to enter a name for the movement. Below this select the date of
the movement then use the drop down menus to select:
• Site
• Product
• Direction
– Load
– Receipt
• Class
– Other
– Ship
– Pipeline
– Road
– Rail
Details of the Destination or Source also need to be added depending upon whether the
movement is a load or receipt.

6.5.3 Tank Components

Select the Add Movement Tank icon from tool bar. More than one tank can be added
and each must be configured as below.
Enter the start and finish times if desired although these are manual entry fields and have
no control over the movement.
Tank Components describe the changes to the product tankage that occur as part of a
movement. You can define the quantity of product moved in one of three ways:
• By level

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Stock Management Terminalvision NXS85

• By quantity
• By manual entry
The information available concerning the movement will largely determine the definition
used.

By Level
To use this definition there must be two sets of tank readings available, one immediately
prior to the movement starting and a second immediately after the movement completed.
The sets of data must consist of readings of level, temperature, water level and density. If you
have integrated your terminal automation system with your tank gauging system you may
click the Get Current Data button to retrieve the current tank status into both the
starting and finish conditions on the form.

Terminalvision_Operation_EN-050

Click OK to save the changes or Cancel to discard them.

The calculation of corrected and standard volumes is directed by your tank configuration
settings, which if the tank is integrated to the tank gauging system, will in turn be
determined by the way your tank gauging system is configured. To view these volumes,
hover the mouse over the icon. Therefore for the example above the following will be
displayed:

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Terminalvision_Operation_EN-052

By Quantity
The definition of Movement By Quantity requires that either a GOV, a GSV or a Tonnage
quantity be entered along with a temperature and reference density or alternatively select
"Use Ave VCF" for the movement. In the example below an operational volume is being
entered. A VCF is then calculated from the temperature and density, which is subsequently
used to calculate the GSV and Tonnage.

Terminalvision_Operation_EN-053

The calculation of the VCF is directed by your tank configuration settings, which may in turn
be derived from the tank gauging system. If “Use Ave VCF” is selected then the temperature
and density fields will become read-only and the temperature and density readings from
your average data for the day will be used instead to calculate the VCF. Note that if you do
not have a complete set of average temperature and density readings at the time the
movement is entered, the end of day calculations will substitute the correct values at that
time.
Sediment and water content may also be entered at this stage. The default values for
sediment and water content for the volume of product is zero.
Click OK to save the changes or Cancel to discard them.

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Stock Management Terminalvision NXS85

By Manual Entry
This definition contrasts with the other two in that data is entered independently of the tank
configuration. It is therefore possible to enter totally unrelated values for the GOV, GSV,
Tonnage and Water Volume.

Terminalvision_Operation_EN-054

Click OK to save the changes or Cancel to discard them.

6.5.4 Tank Calculator

At the bottom of the form is the Tank Calculator button, which is provided as a convenience
when entering data, clicking it opens a form which permits you to enter tank data values and
see the effect on the various calculated fields.

Terminalvision_Operation_EN-055

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Terminalvision NXS85 Stock Management

The data displayed on this form is not stored anywhere; it will be lost when the form is
closed.

6.5.5 Miscellaneous Component

Select the Add Movement Misc icon from tool bar. More than one miscellaneous
component can be added and each must be configured as below.
Miscellaneous Components describe any part of a movement not otherwise accounted for.
You can define the quantity of product moved in one of two ways:
• By quantity
• By manual entry
The information available concerning the movement will largely determine the definition
used.

By Quantity
Movement by quantity requires that a GOV, a GSV or a Tonnage quantity be entered along
with a temperature and reference density or alternatively select "Use Ave VCF" for the
movement.

Terminalvision_Operation_EN-057

Sediment and water content may also be entered at this stage. The default values for
sediment and water content for the volume of product is zero.
Click OK to save the changes or Cancel to discard them.

By Manual Entry
The manual entry definition requires that GOV, GSV and Tonnage quantities are separately
entered having been previously calculated by some other means. There are no checks to
ensure that the values entered make sense.

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Stock Management Terminalvision NXS85

Terminalvision_Operation_EN-058

Click OK to save the changes or Cancel to discard them.

6.5.6 Pipeline Component

For Pipeline movements, the quantity of product left in or removed from the pipeline can be
accounted for using the Pipeline component. E.g. if the pipeline was full at the start of the
movement and empty at the end, the capacity of the pipeline needs to be added to the
movement, similarly product remaining in a previously empty pipeline can be deducted from
the movement.
To add a Pipeline Component, click on the Add Pipeline Movement icon.

Terminalvision_Operation_EN-060

Since the temperature and therefore density of the product can differ in the pipeline from
that of the tank, the GOV, GSV and Tonnage must be calculated separately and all three
figures need to be manually entered.

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Terminalvision NXS85 Stock Management

It is necessary to manually enter the amount of product in the pipeline at the start and end
of the movement. Any difference will be calculated and recorded on the movement
transaction report.
Click OK to save the changes or Cancel to discard them.

6.5.7 Additive Components

The Movement Additive component is used to account for additional volume created by
injecting additives into the product stream as it is moved.
Select the Add Movement Additive icon from tool bar. More than one additive can be
added. Each must be configured as below.
Select the additive from the drop down menu and enter manual values for GSV, GOV and
Tonnage. The amount of additive injected will be shown as a difference in the movement
summary.

Terminalvision_Operation_EN-062

Click OK to save the changes or Cancel to discard them.

6.5.8 Customer Components

Customer components describe the changes to the customer’s stock holdings as a result of
the movement occurring.
Select the Add Movement Customer icon from tool bar. More than one customer can be
added. Each must be configured as below.
Customer components can be defined in one of two ways:
• By quantity
• By manual entry
The choice of definition will depend on the data available for the movement. The customer
movements are added together to obtain the movement advised quantity. The quantities are
"advised" because typically customers will tell you how much product they expect to have
been received into or loaded from your tanks, normally using systems that are outside your
control.

By Quantity
Movement by quantity requires that a GOV, a GSV or a Tonnage quantity be entered along
with a temperature and reference density or alternatively select "Use Ave VCF" for the
movement.

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Stock Management Terminalvision NXS85

Terminalvision_Operation_EN-064

Sediment and water content may also be entered at this stage. The default values for
sediment and water content for the volume of product is zero.
Click OK to save the changes or Cancel to discard them.

By Manual Entry
The manual entry definition requires that GOV, GSV and Tonnage quantities are separately
entered having been previously calculated by some other means. There are no checks to
ensure that the values entered make sense.

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Terminalvision_Operation_EN-065

Enter the three values into their respective fields and the value for Water Volume.
Click OK to save the changes or Cancel to discard them.
Repeat the section Miscellaneaous Component (→ ä 41) until all of the product received is
allocated to all customers in the correct proportions.

6.5.9 Editing & Deleting Movement Components

Movement components can be deleted or re-opened for editing. Select the required
component to highlight it then click on the Edit Movement or Delete Movement icon
on the tool bar.
Deleting all components will delete a Movement completely.

6.5.10 NET Volumes

To toggle between Gross (GOV, GSV) and Net (NOV, NSV) volume figures simply click the
Show Net Figures icon in the tool bar.

6.5.11 Extended Movement Data

A small table of data (up to 5 columns) may be specified that can be stored with the
movement. The data does not affect the movement calculations, but is printed on the
movement certificate and is attached to each movement individually. The columns are
defined once, globally for all movements via the Admin → System Settings → Tabular
Data tab. The table can be found in the Notes tab of the Movements Configuration screen.

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Terminalvision_Operation_EN-069

Click OK to save the changes or Cancel to discard them.

6.6 Transfers
Transfers are a different type of Movement that records the movement of stock between
tanks and customers. They are special because they consist of two tank or two customer
movement components that have a no net effect on the overall stock holding of the site, i.e.
one half of the transfer will credit one account and the other half will debit another account
of a similar amount.
There are three types of transfer available in the system:
• Customer Transfers
• Tank Transfers
• Product Transfers

6.6.1 Customer Transfers

Customer transfers are used when stock ownership is transferred from one customer to
another, on the same or on different sites. The transfer of product between customers and
site utilises holding accounts to facilitate the transfer. You will be expected to transfer the
quantity back at some point in order to keep the stock levels balanced.

Example

Company A and company B have agreed a price for some diesel fuel, and company B is to purchase 3000 m³
from company A. The transaction will involve deducting 3000 m³ from company A’s account and crediting
3000 m³ to company B’s. The customer transfer you set up will contain two customer components to represent
each half of the transaction.

To create a new customer transfer choose Movements → New Customer Transfer from the
main application menu. Existing customer transfers can be accessed from the Movement
Customer Summary, along with the other movements.

6.6.2 Tank Transfers

Tank transfers are used when stock is moved from one tank to another within a site. When
you move stock from a tank on one site to a tank on another site you should configure a pair
of pipeline movements as the stock holding on both sites will be affected by this. Tank

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transfers also do not permit you to enter corrections for pipeline conditions, additives and
miscellaneous items, if you require this functionality you will need to create a pair of
movements manually.
To create a new tank transfer choose Movements → New Tank Transfer from the main
application menu. Existing tank transfers can be accessed from the Movement Tank
Summary, along with the other movements.

6.6.3 Product Transfers

Product transfers are used when the product within the tank changes. This could be due to
the injection of an additive, mixing products or simply adding duty. The product could
remain in the same tank or be transferred to a different tank.
To create a new tank transfer choose Movements → New Product Transfer from the main
application menu. Existing product transfers can be accessed from the Movement Tank
Summary, along with the other movements.

6.6.4 Customer Transfer Details

Customer transfers represent changes in ownership of some product.
Depending on the information you have available, you can choose to enter a temperature, a
density and either a GOV, GSV or Tonnage. Alternatively you can manually enter the GOV or
GSV and Tonnage from your own calculations.
The source and destination site, product and date of the transfer must also be specified along
with the names of the customers involved.

By Quantity
To define the transfer by quantity you require a temperature, a density and either an
observed or standard volume or a tonnage quantity. The application will then calculate the
remaining two quantities from the one supplied using the temperature and density to
calculate a VCF using Table 53/54B.

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Terminalvision_Operation_EN-070

Click OK to save the changes or Cancel to discard them.

By Manual Entry
To define the transfer manually it is necessary to provide an observed, a standard and a
tonnage quantity. It is assumed that these will have been correctly calculated. There are no
checks to ensure the numbers entered are reasonable.

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Terminalvision_Operation_EN-071

Click OK to save the changes or Cancel to discard them.

Inter-site Transfers
By default, customer transfers occur within the same site, resulting in no net change to the
amount of product stored on that site. In this simple case a quantity of product is deducted
from the stock totals of one customer and an equal amount is credited to another. However,
it is possible to transfer product owned by a customer on one site to the same or different
customer on another site. To accomplish this, the Site Lock must be deactivated by clicking
the Lock button.

Terminalvision_Operation_EN-072

6.6.5 Tank Transfer Details

Tank transfers represent internal tank to tank movements.

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Depending on the information available to you, you can choose to enter a temperature, a
density and either a GOV, GSV or Tonnage. Alternatively you can manually enter the GOV,
GSV and Tonnage from your own calculations.
You also need to provide the site, product and date of the transfer, as well as the tanks
involved.

By Quantity
To define the transfer by quantity you require a temperature, a density and either a GOV,
GSV or Tonnage quantity. The application will then calculate the remaining two quantities
from the one you supplied using the temperature and density to calculate a VCF using
Table 53/54B.

Terminalvision_Operation_EN-073

Click OK to save the changes or Cancel to discard them.

By Manual Entry
To define the transfer manually it is necessary to provide an observed, a standard and a
tonnage quantity. It is assumed that these will have been correctly calculated. There are no
checks to ensure the numbers entered are reasonable.

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Terminalvision_Operation_EN-074

Click OK to save the transfer, click Cancel to discard your changes.

6.6.6 Product Transfer Details

Product transfers represent changes in the state of the product within the tank. It is
necessary to specify the Tank, Product and Customer for both the original and new states of
the product.
Depending on the information available to you, you can choose to enter a temperature, a
density and either a GOV, GSV or Tonnage. Alternatively you can manually enter the GOV,
GSV and Tonnage from your own calculations.

By Quantity
To define the transfer by quantity you require a temperature, a density and either a GOV,
GSV a Tonnage quantity. The application will then calculate the remaining two quantities
from the one you supplied using the temperature and density to calculate a VCF using
Table 53/54B.

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Terminalvision_Operation_EN-075

Click OK to save the changes or Cancel to discard them.

By Manual Entry
To define the transfer manually it is necessary to provide an observed, a standard and a
tonnage quantity. It is assumed that these will have been correctly calculated. There are no
checks to ensure the numbers entered are reasonable.

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Terminalvision_Operation_EN-076

Click OK to save the changes or Cancel to discard them.

6.7 Adjustments
The system provides two ways to correct mistakes that have occurred in the processing of
movements. The first is that at any time after a movement or transfer has been entered you
can go back and revisit the movement and alter the figures it contains. Adjustments, the
second way, are generally used to correct stock figures after customers have been issued with
a statement of their activities for the period.
If the first method of correcting your accounting figures is used, it is necessary to recalculate
every day's closing stock from the date of the corrected movement up to the current date. If
that period encompasses an end of month, then it will affect the monthly statement for the
customers concerned, and you would have to re-issue those statements, which may not be
possible or practical.
With the second method, of entering an adjustment, the previous period's error is left in
place and a correction made for it in the current month. The adjustment will be shown on
the monthly reports and will be accounted for in the closing stock calculations at the end of
the current month. Monthly statements would therefore not need to be re-issued.

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6.7.1 Tank Adjustments

Tank adjustments are used to correct the tank stock figures. A tank adjustment would be
used if, for example, it became necessary to recalibrate a tank gauge after discovering that
it had been providing inaccurate level readings. The difference between the volumes and
mass at the old level reading and new level reading ought to be accounted for by entering an
adjustment into the system.

6.7.2 Customer Adjustments

Customer adjustments are used to correct errors made in entering movement details and so
on. For example if a stock receipt was incorrectly attributed to the wrong customer, an
adjustment to debit stock from one customer and a second adjustment to credit a similar
amount to another would be necessary. Stock transfers could be entered by this mechanism,
however the system has a separate mechanism for handling this which may be more
convenient than creating a pair of adjustments (see Transfers, → ä 46).

6.7.3 Creating Tank Adjustments

The tank adjustment form is accessed from the Accounting → Tank Adjustments menu
option in the main application.
This form can be used to locate and edit existing tank adjustments and enter new ones.
Existing adjustments can be viewed by entering the correct range into the date fields. This
will display all adjustments between and including the specified dates. The search can be
narrowed by applying filters for Site and Product.

Terminalvision_Operation_EN-077

Adjustments are separated into credit and debit adjustments so that stock quantities are
always entered as positive figures; this eliminates potential errors caused by having to enter
negative quantities for debit adjustments.

To enter a new adjustment, select the appropriate site, product and date and then click the
Add button.
There are two methods of entering an adjustment:
• By quantity
• By manual entry

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The choice of definition will depend on the data available for the adjustment.
To edit an existing adjustment select the adjustment from the list and either double-click or
press the Edit button. To delete an adjustment enter edit mode and then click the Delete
button to remove it.
The addition and editing process for tank adjustments uses the Tank Adjustment Form.

6.7.4 Tank Adjustment Details

When editing or creating a new Tank adjustment choose whether to define the adjustment
by quantity or manual entry. The choice will largely be based on the information you have
available to you.
Next specify whether the adjustment is a Credit or a Debit.

By Quantity
Select the tank from the drop down menu.
To define the adjustment by quantity you require a temperature, a density and either a GOV,
GSV or Tonnage quantity. The system will then calculate the remaining two quantities from
the one supplied using the temperature and density to calculate a VCF using Table 53/54B.

Terminalvision_Operation_EN-078

Click OK to save the changes or Cancel to discard them. You can also delete an existing
adjustment by clicking the Delete button.

By Manual Entry
Select the tank from the drop down menu.

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To define the adjustment manually you need to provide a GOV, GSV and Tonnage quantity.
It is assumed you will have calculated the three values yourself. There are no checks to make
sure the numbers you enter are reasonable.

Terminalvision_Operation_EN-079

Click OK to save the changes or Cancel to discard them. You can also delete an existing
adjustment by clicking the Delete button.

6.7.5 Customer Adjustments

The customer adjustment form is accessed from the Accounting → Customer Adjustments
menu option in the main application.
This form can be used to locate and edit existing customer adjustments and enter new ones.
Existing adjustments can be viewed by entering the correct range into the date fields. This
will display all adjustments between and including the specified dates. The search can be
narrowed by applying filters for Site and Product.

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Terminalvision_Operation_EN-080

Adjustments are separated into credit and debit adjustments so that stock quantities are
always entered as positive figures; this eliminates potential errors caused by having to enter
negative quantities for debit adjustments.
To enter a new adjustment, select the appropriate site, product and date and then click the
Add button.
There are two methods of entering an adjustment:
• By quantity
• By manual entry
The choice of definition will depend on the data available for the adjustment.
To edit an existing adjustment select the adjustment from the list and either double-click or
press the Edit button. To delete an adjustment enter edit mode and then click the Delete
button to remove it.
The addition and editing process for customer adjustments uses the Customer Adjustment
Form.

6.7.6 Customer Adjustment Details

When editing or creating a new Customer adjustment choose whether to define the
adjustment by quantity or manual entry. The choice will largely be based on the information
you have available to you.
Next specify whether the adjustment is a Credit or a Debit

By Quantity
Select the customer from the drop down menu.
To define the adjustment by quantity you require a temperature, a density and either a GOV,
GSV or Tonnage quantity. The system will then calculate the remaining two quantities from
the one supplied using the temperature and density to calculate a VCF using Table 53/54B.

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Terminalvision_Operation_EN-081

Click OK to save the changes or Cancel to discard them. You can also delete an existing
adjustment by clicking the Delete button.

By Manual Entry
Select the customer from the drop down menu.
To define the adjustment manually you need to provide a GOV, GSV and Tonnage quantity.
It is assumed you will have calculated the three values yourself. There are no checks to make
sure the numbers you enter are reasonable.

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Terminalvision_Operation_EN-082

Click OK to save the changes or Cancel to discard them. You can also delete an existing
adjustment by clicking the Delete button.

6.8 Average VCF

For site operations where a temperature and density cannot be ascertained for the beginning
and end of the operation, you can use the day's average VCF information. The average VCF
data consists of up to six pairs of temperatures and densities collected at various times
throughout the day.
E.g. hydrant movements are a collection of movements drawn from a series of inter-
connected fuel hydrants. The data that is recorded by the hydrant users cannot be reconciled
back to a specific time, so the hydrant user cannot know the temperature and density of the
fuel being supplied. To overcome this problem a series of temperature and density readings
are taken over the course of the day and an average is calculated. This average can then be
used to calculate the standard and tonnage quantities for the movements.
It should be understood that where an actual temperature and density reading is available
for a movement this should be used in preference to the daily average.
Movements that use the average VCF figures can be entered at any point during the day and
further temperature and density samples can still be entered later. When the cut-off
calculations are run, the movement will be updated with the average VCF data, prior to being
incorporated into the daily figures.

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6.8.1 Viewing Average VCF Data

Average VCF Data is accessed from the menu by select Accounting → Ave VCF or by clicking
the Ave VCF button on the tool bar .
The Ave VCF form is then displayed, which shows the average temperature, density and VCF
recorded for each day in a specified time period. By default the time period is 1 month prior
to the current date, however this can be altered as required.

Terminalvision_Operation_EN-084

Each VCF is date, site and product specific.

Where no samples are recorded for a particular day, the values will be shown as being
Unspecified.
To enter temperature and density values for a day, double click on the date to open a second
form. From this form you can enter a day's samples, edit those samples or remove a set of
samples.

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Terminalvision_Operation_EN-085

The form provides space for up to six samples. The temperatures and densities do not need
to be paired as the average VCF is calculated by first calculating the average temperature,
then by calculating the average density and subsequently using those two values in API
Table 53B to calculate a figure for the VCF. Any fields that do not have a figure entered in
them are not used in the calculation of average temperature and density.
If the average temperature or density falls outside the range of values specified by API
Table 53B, then the average VCF will be set to -1.0 to indicate an error.

6.8.2 Using Average VCF Data

To make use of the average VCF data, movements or transfers that specify Use Ave VCF in
their component definitions must be created. The movement components that can make use
of the average VCF data have been specified in the movements section. For reference these
are, tank movements, customer movements and miscellaneous items. Average VCF data can
only be applied when specifying the movement "By Quantity".
For the reasons mentioned above, Hydrant movements are a special case where the use of
average VCF data is implied.
When the Use Ave VCF option is selected the temperature and density fields will become
read only and will be populated with the current average temperature and density for the
date of the movement, leaving only the quantity field for the movement component to be
completed - see screenshot below.

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Terminalvision_Operation_EN-086

The Average VCF data may be updated after entering the movement since the average VCF
data will be reapplied during the cut-off calculations and any changes in the figures will be
accounted for. If movement certificates for a movement using average VCF are to be printed,
it may be necessary to reprint the certificate to reflect the changes.

6.9 Typical End of Day Procedure

Obviously the end of day procedure will differ between sites, so this section is only intended
as a guide to site operators developing their own end of day processes.
1. Check that all the day’s receipts, loads and transfers have been entered. Use the tank
and customer historical screens to get a list of today’s movements.
2. Check that any corrections needed have been entered in the adjustments. It is good
practise to write an entry in the daily and monthly logs when this had been done.
3. Enter the closing stock figures.
4. Run the cut-off calculation.
5. Use the check stock facility to make sure your figures balance, if they don’t repeat from
step 1.
6. Prepare daily reports.
The key thing to remember is that if the stock does not balance on one day, in all probability
it will still not balance the next unless some action is taken to reconcile the difference. The
job of reconciling the figures gets harder the more entries there are to consider.

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6.10 Typical Month End Procedure

The month end procedure is really just the same as the daily procedure above, except that at
month ends the losses and gains are calculated and apportioned, however unless you have
chosen to do this manually this requires no further input on your part. Customers are
normally issued with "statements" at the end of the month showing the withdrawals and
receipts into their accounts.
1. Check that all the day’s receipts, loads and transfers have been entered. Use the tank
and customer historical screens to get a list of today’s movements.
2. Check that any corrections needed have been entered in the adjustments. It is good
practise to write an entry in the daily and monthly logs when this had been done.
3. Enter the closing stock figures.
4. Run the cut-off calculation.
5. Use the check stock facility to make sure your figures balance, if they don’t repeat from
step 1.
6. Prepare daily reports.
7. Prepare monthly reports.
8. Backup database.

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Index
A Movements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Additive Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 N
Allocating the Starting Stock to Customers . . . . . . . . . . 32 Nameplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 NET Volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Average VCF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
O
B Operating instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Basic safety instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Operational safety. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Book Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Order code and device version . . . . . . . . . . . . . . . . . . . . . . . 7
Order History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
C Order Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Changing the Tank connected to an Arm. . . . . . . . . . . . 19
Creating Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 P
Creating Tank Adjustments . . . . . . . . . . . . . . . . . . . . . . . 54 Physical Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Customer Adjustments . . . . . . . . . . . . . . . . . . . . . . . . 54, 56 Pipeline Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Customer Adjustments Details . . . . . . . . . . . . . . . . . . . . 57 Printing a BOL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Customer Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Product identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Customer Transfer Details . . . . . . . . . . . . . . . . . . . . . . . . 47 Product safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Customer Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Product Transfer Details. . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Customising the TAS Transaction Screen. . . . . . . . . . . . 25 Product Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Cut-off Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
R
D Registered trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Designated use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Requirements for the personnel . . . . . . . . . . . . . . . . . . . . . 8
Device documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Running the Cut-off at any other Time . . . . . . . . . . . . . . 35
Direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Running the Cut-off for the First Time. . . . . . . . . . . . . . . 35
Displaying all Transactions for a Specific Driver in
the Current Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
S
Setting the gantry display Options . . . . . . . . . . . . . . . . . . 20
Document function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Stock Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Document information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Stop Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
E
Editing & Deleting Movement Components. . . . . . . . . . 45
T
Tank Adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Editing the Volume Correction data for an Arm . . . . . . 20
Tank Adjustments Details . . . . . . . . . . . . . . . . . . . . . . . . . 55
E-mail a Transaction Report . . . . . . . . . . . . . . . . . . . . . . 26
Tank Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Endress+Hausser Operations App. . . . . . . . . . . . . . . . . . . . 7
Tank Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Entering the Daily Tank Physical Stocks. . . . . . . . . . . . . 29
Tank Transfer Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Entering the Starting Tank Book Stock. . . . . . . . . . . . . . 30
Tank Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Entering the Starting Tank Physical Stocks . . . . . . . . . . 28
Target audience for this manual . . . . . . . . . . . . . . . . . . . . . 4
Extended Movement Data . . . . . . . . . . . . . . . . . . . . . . . . 45
TAS Meter Totals Report . . . . . . . . . . . . . . . . . . . . . . . . . . 23
G Terminate Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Gantry Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
I Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Typical End of Day Procedure . . . . . . . . . . . . . . . . . . . . . . 62
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Typical Month End Procedure . . . . . . . . . . . . . . . . . . . . . . 63

L U
Launching the application . . . . . . . . . . . . . . . . . . . . . . . . 11 Used symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using Average VCF Data . . . . . . . . . . . . . . . . . . . . . . . . . . 61
M
Making a new Receipt/Load. . . . . . . . . . . . . . . . . . . . . . . 37 V
Manager Reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Version history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Miscellaneous Component . . . . . . . . . . . . . . . . . . . . . . . . 41 Viewing Average VCF Data . . . . . . . . . . . . . . . . . . . . . . . . 60

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Viewing Historical Transactions . . . . . . . . . . . . . . . . . . . 25

Viewing Loading Transactions. . . . . . . . . . . . . . . . . . . . . 24
Viewing the Gantry Status . . . . . . . . . . . . . . . . . . . . . . . . 15
Viewing the Starting Stock Position . . . . . . . . . . . . . . . . 35
Viewing Vehicles/Drivers On Site . . . . . . . . . . . . . . . . . . 15

W
W@M Device Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Workplace safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

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