SAP HPM - Hydrocarbon Product Management

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    HPM - Hydrocarbon Product Management

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    Table of content1 HPM - Hydrocarbon Product Management

    1.1 Oil-Specific Data in the Material Master 

    1.1.1 Creating a Material Master Record with Oil-Specific Data

    1.2 Oil Quantity Conversion

    1.2.1 Interfaces with External Conversion Routines

    1.2.2 Default Values for Oil and Gas Quantity Conversion

    1.2.2.1 Entering Default Values (O3DEFAULTS)

    1.2.2.2 Entering Default Values (O3C1)

    1.2.3 Oil and Gas Quantity Conversion Dialog Box

    1.2.4 Oil and Gas Quantity Conversion Subscreen

    1.2.5 Conversion Mode

    1.2.6 Oil & Gas Desktop Calculator 

    1.2.7 Business Add-Ins

    1.3 Gas Quantity Conversion

    1.3.1 Interfaces with External Conversion Routines

    1.3.2 Default Values for Oil and Gas Quantity Conversion

    1.3.2.1 Entering Default Values (O3DEFAULTS)

    1.3.2.2 Entering Default Values (O3C1)

    1.3.3 Oil and Gas Quantity Conversion Dialog Box

    1.3.4 Oil and Gas Quantity Conversion Subscreen

    1.3.5 Conversion Mode

    1.3.6 Oil & Gas Desktop Calculator 

    1.3.7 Business Add-Ins

    1.4 Oil and Gas Quantity Conversion in the Purchasing Cycle

    1.4.1 Oil and Gas Quantity Conversion in Goods Movements

    1.4.1.1 Displaying Additional Quantities in the Material Document

    1.4.2 Oil and Gas Quantity Conversion in Physical Inventory

    1.5 Oil and Gas Quantity Conversion in the Sales Cycle

    1.5.1 Oil and Gas Quantity Conversion in Rush Orders

    1.5.1.1 Creating a Rush Order with Oil and Gas Quantity Conversion

    1.5.2 Oil and Gas Quantity Conversion in the Delivery

    1.5.3 Oil and Gas Quantity Conversion in the Billing Document1.5.3.1 Creating a Bill ing Document/Displaying Calculated Quantities in

    1.6 IS-Oil Bills of Material in the Sales Cycle

    1.6.1 Oil and Gas Quantity Conversion with IS-Oil BOMs

    1.7 Oil and Gas Quantity Conversion in TD

    1.7.1 Oil and Gas Quantity Conversion in the Loading Confirmation

    1.7.2 Oil and Gas Quantity Conversion in the Delivery Confirmation

    1.8 Calculation of Base Sediment and Water 

    1.9 Two-Step Plant-to-Plant Transfers with Gains and Losses

    1.9.1 Stock Transfer Tracking in Goods Movements

    1.9.1.1 Goods Movements with a Stock Transport Order 

    1.9.1.2 Goods Movements without a Stock Transport Order 

    1.9.2 Gain and Loss Postings

    1.9.3 Excise Duty Postings

    1.9.4 Tolerance Check

    1.9.5 Activating Goods Movements Recordings

    1.9.6 Completing Goods Movement Recordings

    1.9.7 Reporting the Recorded Goods Movements

    1.10 Silo/Tank Managment

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    !--a11y-->

      1 HPM - Hydrocarbon Product Management

    Purpose

    The component encompasses:

    The Silo Management System, which provides functionality for managing physical inventories in tanks by creating tank dips in the R/3 System, and

    comparing those inventories at any time with the book stocks. In that way, gains and losses can always be determined, and goods movements can be

    monitored.

     A flexible Quantity Conversion Interface (QCI) that converts volumes, masses and energy at ambient conditions (temperature, pressure, vapor pressure,

    calorific value, density) into volumes, masses and energy values at standard conditions. In addition, the Quantity Conversion Interface calculates

    density and heating value at standard conditions.

    External programs for calculating complex oil volume correction factors (c-code routines of the American Petroleum Institute, customer-designed

    programs) and natural gas compression factors (c-code routines of the American Gas Assoc iation, customer-designed programs) can be integrated with

    the QCI.

    The tracking of two-step plant-to-plant transfers, with a determination of profit and loss, and automatic posting of differences.

     An extension of inventory management and of the material documents, so that there are several units of measure. As part of that, several standardized

    quantities can be entered in documents, and inventories for those units of measure can be updated.

     

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      Oil-Specific Data in the Material Master

    Definition

    Material-specific data that is required in the oil and gas industry for parallel inventory management, that is, inventory management in several units of measure

    for excise duty handling and for stock transfers between plants.

    Structure

    You can store the following oil-specific data in t he material master record:

    Base unit of measure

    Unit of measure group

    The unit of measure group is a group of units of measure that is assigned to a material at plant level and that enables inventory management in multiple units

    of measure for the material.

    You can define unit of measure groups and their entries (units of measure) in Customizing under Industry Solution Oil & Gas (Downstream) ® HPM

    (Hydrocarbon Product Management) ® Oil & Gas-Specific Units of Measure and Additional Stockkeeping ® Define additional stockkeeping units of 

    measure .

    If stock has already posted for the material, it is not possible to change the unit of measure group in the material master.

    Conversion group

    The conversion group contains:

    · A connection to external routines that are required for Oil and Gas quantity conversion

    · The product type:

    ¡ Crude oil

    ¡ Finished products

    ¡ Chemicals (generic oil products)

    ¡ Lubricants

    ¡ Liquid gases (liquefied petroleum gas/natural gas liquid = LPG/NGL)

    ¡ Asphalt/bitumen

    ¡ Natural gas

    ¡ Liquefied natural gas = LNG

    ¡ Raw material

    ¡ Water 

    ¡ Industrial aromatic hydrocarbons

    · The standard conditions for the base density and base calorific value

    · The control indicators for quantity conversion

    · The tolerances for differences between manual entries and values calculated by the system

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    The conversion group is defined at plant level. In that way, the material is classified for all plants as an HPM material, which means the conversion group has

    to be maintained for all plants for t he material.

    You can create conversion groups in Customizing under Industry Solution Oil & Gas (Downstream) ® HPM (Hydrocarbon Product Management) ®

    Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion group and external function module settings .

    If stock has already been posted for the material, it is not possible to change the conversion group in the material master record.

    Air buoyancy factor 

    The air buoyancy factor:

    · Is required in some situations for oil quantity conversion between volume and mass

    · Is used during oil quantity conversion to correct the calculated base density to account for the difference between the density in a vacuum and at normal

    air pressure. It is subtracted from the base density before the base density is multiplied by the volume to calculate the “apparent mass” (weight).

    Fixed density

    For a material defined as a chemical product (the product type) in the conversion group, a density must be maintained in the material master. That fixed

    density is used during the oil quantity conversion for calculations between mass units and volume units. The density in this case is a density at 15° C/20 °C or 

    60°F.

    Thermal expansion coefficient

    The thermal expansion coefficient describes the way a material expands during changes in temperature. A fixed density is assigned to oil products that are

    entered as chemicals (the product type) in the system. The fixed density and the thermal expansion coefficient are used during oil quantity conversion to

    convert volumes into values at standard temperature. The thermal expansion coeffic ient is directly connected to a standard temperature (15 °C, 20 °C, 60 °F).

    Which one it is depends on the conversion group.

    Excise duty group

    The excise duty group is required for determining the excise duty rate. If the material is relevant for tax purposes, an excise duty tax group has to be assigned

    to it. From a tax point of view, all materials of an excise duty group are handled the same.

    You can create excise duty groups in Customizing under Industry Solution Oil & Gas (Downstream) ® TDP (Tariffs, Duties and Permits) ® Global

    Settings ® Parameter Definitions ® Set excise duty group .

    If stock has already been posted for the material, it is not possible to change the excise duty tax group in the material master record.

    Oil content of the material

    This value indicates:

    · The oil content of the material in percent

    · The percentage of the material moved that is subject to excise tax

    Customs tariff number 

    You can enter a material-dependent customs tariff number and store it in t he system for informational purposes.

    Plant-to-plant stock transfer indicator 

    The transfer indicator specifies the plant-to-plant transfer. There are three different types of plant-to-plant transfer:

    · Plant-to-plant transfer according to the SAP standard

    · Plant-to-plant transfer with an added function for updating transfer data records for statis tical purposes

    · IS-Oil plant-to-plant transfer with a gain/loss calculation and posting

    See also:

    Material Master 

     

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      1.1.1 Creating a Material Master Record with Oil-Specific Data

    Choose Logistics

    ® Materials Management ® Material Master ® Material ® Create (General) ® Immediately .

    The system displays the initial screen.

    2. Enter the following data:

    Material (number)

    Industry sector (for example, oil industry).

    Material type

    If you want to use a material master record as a reference, enter the number of the reference material under Copy from…

    Choose

    ENTER. The Select View(s) dialog box is displayed .

    Select the Oil specific data view and choose

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    ENTER  . The Organizational Levels dialog box is displayed.

    Enter the plant you want and choose

    ENTER . The system now displays the Oil-specific view screen.

    Enter the

    Oil-Specific Data.

    Save the material.

     

    To be able to determine the excise duty part of an oil material, the material has to be split-valuated. You define the split valuation in the accounting view of the

    material master record by using movement type

    M . That is a prerequisite for creating the taxed and untaxed valuation types (for example, excise duty status = taxed or untaxed).

    To define the valuation category, proceed as follows:

    1. Follow the steps detailed under Points 1 and 2 (above).

    2. Select the Accounting 1 view and choose

    ENTER . The Organizational Levels dialog box appears.

    Enter the plant you want and choose

    ENTER . The system displays the accounting screen.

    Enter an

    M  in the Valuation category field ( M = split valuation).

    Save the material.

    To create individual valuation records, choose Accounting 1 in the material master in change mode. In the Organizational Levels dialog box, enter the

    plant and the valuation type, and choose

    ENTER .

    The system displays the accounting screen.

    In the ED Status (excise duty status) field, choose

    taxed or untaxed .

    By selecting Tax Reval . (tax revaluation), you can run a report that gives you information on the basis values used to determine excise duty.

    Save the material.

     

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      1.2 Oil Quantity Conversion

    Use

    Oil and oil products are bulk products in liquid form that are processed and shipped in large quantities by the oil industry. Even the smallest fluctuations in

    temperature can result in considerable fluctuations in volume, and as a result, to significant fluctuations in value.

    Because the measured volume of an oil product is temperature-dependent, volume correction and density correction are required, because the density of 

    material is defined as the relation between mass and volume.

    For correcting volumes and density, in addition to the SAP Standard quantity conversion, there is an oil quantity conversion. It allows volumes at ambient

    temperature and densities at test temperature to be converted into densities, volumes and masses at standard temperature. The oil quantity conversion is thus

    used to convert the quantity of an oil product into various units of measure.

    From a technical point of view, the oil quantity conversion uses external c-code programs, which are accessed through an interface within the Quantity

    Conversion Interface (QCI). The c-code programs are licensed to SAP customers by The American Petroleum Institute (API).

    Prerequisites

    Definition of Units of Measure and Dimensions

    The following units of measure are used for the oil quantity conversion:

    Mass units of measure

    Volume units of measure

    Density units of measure

    You can define the volume units of measurement for a specific temperature.

    The L15 unit of measure is defined as "liters at a temperature of 15° Celsius".

    Density units of measure can be defined for a specific temperature. The following density types are allowed for liquids:

     API gravity (no dimension)

    Relative density (no dimension)

     Absolute density (SI unit: kg/m³)

    If no density unit is specified, the system automatically uses the kg/m³ SI unit. Density units of measure for API gravity and relative density are not

    necessary, because those units are dimensionless as relations of density units. However, dimensionless units of measure can be defined and used for 

    documentation purposes.

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    For liquid quantity calculation, pressure parameters can be sent to the Quantity Conversion Interface. Those parameters can be used in customer-specific

    functions.

    Material Master 

    You define a base unit of measure (stockkeeping unit) for the material in the material master record. That is the unit of measure for the stock quantity (base

    quantity) in the system. Because that base quantity also determines the valuation of the material, it is very important to choose a standardized unit of 

    measure as the base unit of measure.

    In addition, you can also save a relation between two units of measure in the system as conversion factors. The conversion factors are used for all planning

    calculations for a material, as long as the real quantities from goods movements are not known. The unit of measure relation for each material is a sub-

    definition of the unit of measurement definition. The unit of measurement definition is valid globally for all the materials.

    You can also save oil-specific data in the material master record (see also

    Oil-Specific Data in the Material Master )

    Assigning a Conversion Group

    The Quantity Conversion Interface is activated for a material when a conversion group is ass igned to a material in the material master. The conversion group

    also defines which specific external functions are used to calculate the material quantities and base parameters (base density, base calorific value).

     

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      1.3.1 Interfaces with External Conversion Routines

    Definition

    Conversion routines are required for oil and gas quantity conversion. The conversion routines serve as a unified basis for standardized calculations of 

    measured oil liquids or natural gas quantities, irrespective of their origin, their specifi c location or t heir commonly-used or legally-required units of measure.

    Conversion routines can be written in a number of programming languages. The conversion routines of the American Petroleum Institute (API) and the

     American Gas Association (AGA) are written in the computer language C ("C routines").

    API Conversion Routines

     API conversion routines are required for oil quantity conversion. They were orgininally based on API/ASTM tables, which were defined for specific density and

    temperature values. The API/ASTM tables were issued by the American Petroleum Institute (API), the American Society for Testing and Materials (ASTM)

    and the Institute of Petroleum (IP).

    The "table concept" comes from the fact that historically, the dependencies used in density correction factors and volume correction factors came from the

    temperature in tables (API/ASTM tables). International and national standards now exist that are based on implementation rules for computer programs. Those

    rules are the so-called primary standard; the computer programs are the so-called secondary standard.

    The API conversion routines are used to determine the density at standard temperature (= 15°C, 20°C or 60°F). Using the base density, you can read the

    volume correction factor for a specific material temperature. The volume correction factor, when multiplied by the volume quantity, corrects the volume data to

    reflect material volumes at 15 °C, 20°C, or 60°F (standard temperature).

     API-C Subroutines and their Product Areas

      Tab. 5 & 6:

    - 60 °F

    - gravity

    Tab. 23 & 24:

    - 60 °F

    - relative density

    Tab. 53 & 54:

    - 15 °C

    - density

    Tab. 59 & 60:

    - 20 °C

    - density

    A

    = Crude oil

    5A

    6A

    23A

    24A

    53A

    54A

    59 A

    60 A

    B

    = Products

    (for example gasoline, diesel)

    5B

    6B

    23B

    24B

    53B

    54B

    59 B

    60 B

    C

    = Chemical products

    6C 24C 54C 60 C

    D

    = Lubricants

    5D

    6D

    23D

    24D

    53D

    54D

    59 D

    60 D

     

     API conversion routines can be licensed from the American Petroleum Institute, and can then be installed on the application server at each IS-Oil Downstream

    installation.

    If you need information on licensing, please contact the following address:

     American Petroleum Institute

    Ms. Ida Carter, or Ms. Kathy Mann

    1220 L Street, Northwest

    Washington D.C. 20005-4070

    USA

    Tel.: (202) 682-8375

    Fax: (202) 962-4776

    In Customizing for Industry Solution Oil & Gas (Downstream) , you can assign the API conversion routines to the conversion groups. To do that, choose

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    HPM

    ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion group and external function module

    settings . You can find additional information in the Implementation Guide (IMG).

    AGA Conversion Routines

    The AGA conversion routines are maintained by the American Gas Association. They are used to calculate the compression factors that are required for gas

    quantity conversion.

     AGA conversion routines can be licensed from the American Gas Association, and can then be installed on the application server at each IS-Oil Downstream

    installation.

    If you need information on licensing, please contact the following address:

     A.G.A. Dist ribution Center 

    P.O. Box 79230

    Baltimore, MD 21279-0230

    USA

    Tel.: (301) 617-7819

    Fax: (301) 206-9789

    For information on the American Gas Association, you can access the homepage on the Internet at:

    www.aga.org/catalog (Link: Measurement )

    Interface for Individual Conversion Routines

    You can use a pre-defined interface to replace the API and AGA conversion routines with your own conversion routine. That way, your own conversion routines

    can be integrated into the R/3 Sys tem (in other words, are added to the area of R/3 that supports customer routines).

     

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     Default Values for Oil and Gas Quantity Conversion

    Use

    To support the oil and gas quantity conversion, the system uses default values for the relevant quantity conversion factors (for example, density, temperature,

    pressure, and chemical analysis data).

    Enjoy transaction O3DEFAULTS – used for creating the default values for oil and gas quantity conversion – replaces the old transaction,

    O3C1. However, you can still use transaction O3C1 without any functional limitations. The documentation that follows describes the new

    transaction, O3DEFAULTS.

    Transaction O3DEFAULTS allows a flexible number of default values to be entered. You can define the default values at plant, s torage location or batch level

    per material, day, and time. The system always reads the default values from bottom to top, that means that the system first uses specific values at batch or 

    storage location level before using general values at plant level. If the entry of a time is possible in transactions with oil and gas quantity conversion, the

    system selects the default value that is closest to that day and time.

    Prerequisites

    In order to be able to enter default values for oil and gas quantity conversion using transaction O3DEFAULTS, you have to make the following settings in

    Customizing for the Industry Solution Oil & Gas (Downstream) :

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Select QCI default table .

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define reading group .

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion group and external function

    module settings . You can now ass ign an HPM parameter group (“reading group”) to the conversion group.

    · HPM ® HPM-Specific Settings for Goods Movements ® Maintain settings for goods movements (transaction MIGO). Here, you can determine

    whether the system uses the document date or the posting date to determine the default values for the oil quantity conversion for goods movements

    (transaction MIGO).

    Features

    The HPM parameter group (“reading group”) allows a more f lexible entry of default values. You define the reading group in Customizing. The reading group

    contains a sub-quantity of all possible parameters that are relevant for quantity conversion. You can create default values for those parameters.

    You can ass ign exactly one reading group to each conversion group. When default values are created with transaction O3DEFAULTS and when a material is

    entered, the system determines a conversion group from the material master record, and the assigned reading group from Customizing. The default values of the reading group are defaulted, and can be changed, or they have to be accepted – depending on the specific Customizing sett ings.

     A reading group can be set in such a way, for example, that default values can be entered for 7 parameters in Customizing because they are

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    required for the calculation. However, only one of the values is displayed in dialog mode (meaning, in transact ion O3DEFAULTS) and then has

    to be updated.

     

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      1.3.2.1 Entering Default Values (O3DEFAULTS)

    Entering Default Values

    Choose Logistics ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® QCI (Quantity Conversion

    Interface) parameter defaults: Oil&Gas materials ® Create/Display/Delete/Activate default parameters .

    Choose Create New Default .

    Enter the following data:

    Material

    Plant

    Choose Create New Default .

    The system defaults the entry date and time, which you can change.

    4. Double-click on the material to obtain the assigned default values, which are defaulted from Customizing.

    You can change the default values.

    5. Save your data.

    Activating Default Values

    Choose Logistics ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® QCI (Quantity Conversion

    Interface) parameter defaults: Oil&Gas materials ® Create/Display/Delete/Activate default parameters .

    In the preselection area, enter the material, the plant, and the date, and choose

    ENTER .

    The material is listed in the header data area.

    3. Double-click on the material to obtain the assigned default values, and choose Activate single set .

    4. Save your changes.

     

    !--a11y-->

      1.3.2.2 Entering Default Values (O3C1)

    Use

    You can save default values for test density, material temperature, and test temperature, and you can set the hydrometer correction indicator and the air 

    buoyancy indicator. Those values are valid per material, plant, storage location, batch and validity date.

    Prerequisites

    You can only use the old transaction, O3C1, to enter default values if you have activated default value table OIB03 in Customizing under Industry Solution Oil

    & Gas (Downstream) . You can set that in Customizing in HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Conversion

    ® Select QCI default table .

    Procedure

    Enter transaction O3C1.

    The system displays the initial screen.

    2. Enter the material, plant, date, and the storage location, as well as the batch, if required.

    If you enter a storage location and/or a batch, the default values only apply to that storage location or that batch, material and plant.

    If you do not enter a storage location or batch, the default values for the material, plant and for all the storage locations and batches apply.

    Choose Execute .The system displays the details screen.

    3. Enter the default values you want to enter.

    4. Save your data.

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      1.3.3 Oil and Gas Quantity Conversion Dialog Box

    Definition

     A dialog box for creating, processing, and displaying additional quantities and quantity conversion factors for oil and gas conversions.

    Use

    The dialog box is displayed dependent on the

    Conversion Mode for the "old" transactions, for which the oil and gas quantity conversion is supported.

    In Enjoy transactions with oil and gas quantity conversion calculations, the creation, processing, and display of quantities and parameters is

    carried out within a

    Subscreen.

    Structure

    The dialog box consists of three areas:

    In the first area, the following data is copied from the transaction:

    Material

    Plant

    Storage location

    Batch

    The second area contains the following data:

    Material quantity in the unit of entry

    Material t emperature

    Material pressure (dependent on the product type)

    Test t emperature

    Test pressure (dependent on the product type)

    Test density

    Base density

    Hydro.correction indicator 

     Air buoyancy indicator (AB ind.)

    Test heating value (for natural gas)

    Test conditions (for natural gas)

    Standard heating value (for natural gas)

    The third area contains the results of the oil and gas quantity conversion, that is, the material quantities and volumes in all units of measure of the unit

    of measure group for the material.

     

    !--a11y-->

     Oil and Gas Quantity Conversion Subscreen

    Definition

    This is a subscreen for entering, processing, and displaying the additional quantities and the quantity conversion factors for oil and gas quantity conversion.

    UseThe subscreen is integrated in all Enjoy transactions that support oil and gas quantity conversion.

    For the “old” transactions, for which oil and gas quantity conversion is supported, entering, processing, and display ing the additional quantities

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    and the quantity conversion factors is carried out in a dialog box, and dependent on the conversion mode.

    Structure

    The subscreen is divided into two areas. One area is used for entering and changing parameters; the second area is for displaying the calculated quantities.

    The quantities can only be manually changed if the conversion mode is not set to “semi-manual”.

    You can choose from the following functions:

    · Calculate function

    The Calculate function immediately triggers the quantity conversion.· Reset function

    The Reset function resets all manual changes that you have made to the quantities and immediately recalculates these quantities.

     

    !--a11y-->

      1.3.5 Conversion Mode

    Use

    You can configure the system so that the oil quantity calculations are carried out in more than one session.

    Prerequisites

    You assign the conversion mode at plant/storage location level in Customizing under Industry Solution Oil & Gas (Downstream)

    ® HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion mode.

    Features

    The following conversion modes exist in the system:

    The automatic conversion mode initiates oil and gas conversion in the background mode. That means that the

    Oil and Gas Quantity Conversion Dialog Box is not visible, and that the system automatically uses default values for quantity conversion parameters. That

    reduces the time required for processing the transact ion.

    In semi-automatic conversion mode, the oil and gas conversion is carried out in the background mode using default values (as in automatic conversion

    mode). However, the results are displayed in t he dialog box, and you can manually c hange them.

    The manual conversion mode is displayed as a dialog box, but prior to it being displayed, it does not carry out any calculations. You can enter thequantity conversion parameters and the quantity.

    The semi-manual conversion mode accesses the dialog box before any calculations have taken place. You can enter quantity conversion parameters,

    but you cannot enter quantities.

    In Enjoy transactions with oil and gas conversion, all modes are handled in the same way, except the semi-manual conversion mode. In the semi-manual

    conversion mode, quantities displayed using the

    Oil and Gas Quantity Conversion Subsc reen cannot be changed.

     

    !--a11y-->

    Oil & Gas Desktop Calculator

    Use

    You can use the Oil & Gas Desktop Calculator to carry out oil and gas quantity conversions that are independent of a goods movement or a delivery.

    Oil & Gas Desktop Calculator 

    Choose ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® Oil & Gas Desktop Calculator .

    Enter the following data:

    Material

    Plant

    Quantity

    3. Select Calculate additional quantities .

    The system calculates the additional quantities using

    Default values, and displays the results.

    4. Choose Back to leave the display mode.

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    !--a11y-->

      1.3.7 Business Add-Ins

    Use

    There are five Business Add-Ins available that you can use to integrate country-specific standards and customer-specific requirements with the Quantity

    Conversion Interface. The following Business Add-Ins are available:

    Business Add-In for converting dimensions

    Business Add-In for external function calls

    Business Add-In for natural gas quantity conversion

    Business Add-In for quantity rounding

    Business Add-In for converting raw materials

    Business Add-In for determination of default parameter set

    Prerequisites

    In Customizing for Industry Solution Oil & Gas (Downstream) , you can activate and implement the Business Add-In interfaces. To do that, choose HPM ®

    Petroleum Measurement Standards ® Quantity Configuration Interface (QCI) Configuration ® Business Add-Ins .

    You can find additional information on that in t he Implementation Guide (IMG).

     

    !--a11y-->

      1.3 Gas Quantity Conversion

    Use

    In contrast to liquids, for gases, the pressure under which the gas is kept plays a decisive role in the gas quantity conversion. As a result, the volume of 

    natural gas is dependent on the temperature and the pressure under which a specif ic quantity of gas is held. Standard conditions thus always contain

    information on the temperature and a pressure value for a volume.

    For pressures that are smaller than four times standard air pressure, and for temperatures smaller than approximately 30 °C, natural gas quantities can be

    standardized to standard conditions using s imple conversion formulas (the ideal gas law).

    If natural gas is transported by pipeline under high pressure, meaning at pressures of up to 120 bar and more, a correction of that simple equation is

    necessary, because differences of up to 30 % are possible.

    That correction is carried out by external programs - just as for liquids. The Quantity Conversion Interface was enhanced so that c-code routines of the

     American Gas Association (AGA) can be included in the calculation. Those correction factors (compression factors) are the result of complex calculations,

    which - under specific conditions - can contain the full chemical analysis of the components of a natural gas. That analysis data can be entered in the R/3

    System as default values for the gas quantity conversion, and can also be entered in dialog mode.

    Prerequisites

    Definition of Units of Measure and Dimensions

    The following units of measurement are of importance for natural gas quantity conversion:

    Weight (mass) units of measurement

    Volume units of measure

    Energy units of measurement

    Calorific value units of measurement

    The SM3 volume unit of measurement is defined as follows: "Cubic meter at a t emperature of 15° Celsius and a pressure of 101.325 kPa

    (Kilopascal)".

    The following density types are allowed for natural gas quantity conversions:

    Relative density (with respect to air at standard conditions, dimensionless)

     Absolute density

    For density units of measurement, temperature and pressure values can also be defined, analogous to the example for volume unit of measure SM3.

    The following calorific value types are allowed for natural gas quantity conversions:

    Volume base (dimension: energy/volume)

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    Mass base (dimension: energy/mass)

    Molar base (dimension: energy/Mole)

    For volume-based calorific value units of measurement, the volume-relevant temperature and pressure values can also be defined. In addition, the combustion

    temperature, the combustion pressure, and the heating value class can also be defined for a unit of that kind.

    The combustion temperature, the combustion pressure, and the heating value c lass can be defined for mass-based and mole-based calorific values.

    For energy units, the combustion temperature, the combustion pressure, and the heating value class can be defined.

    Material Master 

    You define a base unit of measure (stockkeeping unit) for the material in the material master record. This is the unit of measure for the stock quantity (base

    quantity) in the system. Because that base quantity also determines the valuation of the material, it is very important to choose a standardized unit of measure as the base unit of measure.

    In addition, you can also save a relation between two units of measure in the system as conversion factors. The conversion factors are used for all planning

    calculations for a material, as long as the real quantities from goods movements are not known. The unit of measure relation for each material is a sub-

    definition of the unit of measurement definition. The unit of measurement definition is valid globally for all materials.

    You can also save oil-specific data in the material master record (see also

    Oil-Specific Data in the Material Master )

    Assigning a Conversion Group

    The Quantity Conversion Interface is activated for the material when a conversion group is ass igned to a material in the material master. The conversion group

    also defines which specific external functions are used to calculate the material quantities and base parameters (base density, base calorific value).

     

    !--a11y-->

      1.3.1 Interfaces with External Conversion Routines

    Definition

    Conversion routines are required for oil and gas quantity conversion. The conversion routines serve as a unified basis for standardized calculations of 

    measured oil liquids or natural gas quantities, irrespective of their origin, their specifi c location or t heir commonly-used or legally-required units of measure.

    Conversion routines can be written in a number of programming languages. The conversion routines of the American Petroleum Institute (API) and the

     American Gas Association (AGA) are written in the computer language C ("C routines").

    API Conversion Routines

     API conversion routines are required for oil quantity conversion. They were orgininally based on API/ASTM tables, which were defined for specific density and

    temperature values. The API/ASTM tables were issued by the American Petroleum Institute (API), the American Society for Testing and Materials (ASTM)and the Institute of Petroleum (IP).

    The "table concept" comes from the fact that historically, the dependencies used in density correction factors and volume correction factors came from the

    temperature in tables (API/ASTM tables). International and national standards now exist that are based on implementation rules for computer programs. Those

    rules are the so-called primary standard; the computer programs are the so-called secondary standard.

    The API conversion routines are used to determine the density at standard temperature (= 15°C, 20°C or 60°F). Using the base density, you can read the

    volume correction factor for a specific material temperature. The volume correction factor, when multiplied by the volume quantity, corrects the volume data to

    reflect material volumes at 15 °C, 20°C, or 60°F (standard temperature).

     API-C Subroutines and their Product Areas

      Tab. 5 & 6:

    - 60 °F

    - gravity

    Tab. 23 & 24:

    - 60 °F

    - relative density

    Tab. 53 & 54:

    - 15 °C

    - density

    Tab. 59 & 60:

    - 20 °C

    - density

    A

    = Crude oil

    5A

    6A

    23A

    24A

    53A

    54A

    59 A

    60 A

    B

    = Products

    (for example gasoline, diesel)

    5B

    6B

    23B

    24B

    53B

    54B

    59 B

    60 B

    C

    = Chemical products

    6C 24C 54C 60 C

    D

    = Lubricants

    5D

    6D

    23D

    24D

    53D

    54D

    59 D

    60 D

     

     API conversion routines can be licensed from the American Petroleum Institute, and can then be installed on the application server at each IS-Oil Downstream

    installation.

    If you need information on licensing, please contact the following address:

     American Petroleum Institute

    Ms. Ida Carter, or Ms. Kathy Mann

    1220 L Street, Northwest

    Washington D.C. 20005-4070

    USA

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    Tel.: (202) 682-8375

    Fax: (202) 962-4776

    In Customizing for Industry Solution Oil & Gas (Downstream) , you can assign the API conversion routines to the conversion groups. To do that, choose

    HPM

    ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion group and external function module

    settings . You can find additional information in the Implementation Guide (IMG).

    AGA Conversion Routines

    The AGA conversion routines are maintained by the American Gas Association. They are used to calculate the compression factors that are required for gas

    quantity conversion.

     AGA conversion routines can be licensed from the American Gas Association, and can then be installed on the application server at each IS-Oil Downstream

    installation.

    If you need information on licensing, please contact the following address:

     A.G.A. Dist ribution Center 

    P.O. Box 79230

    Baltimore, MD 21279-0230

    USA

    Tel.: (301) 617-7819

    Fax: (301) 206-9789

    For information on the American Gas Association, you can access the homepage on the Internet at:

    www.aga.org/catalog (Link: Measurement )

    Interface for Individual Conversion Routines

    You can use a pre-defined interface to replace the API and AGA conversion routines with your own conversion routine. That way, your own conversion routines

    can be integrated into the R/3 Sys tem (in other words, are added to the area of R/3 that supports customer routines).

     

    !--a11y-->

     Default Values for Oil and Gas Quantity Conversion

    Use

    To support the oil and gas quantity conversion, the system uses default values for the relevant quantity conversion factors (for example, density, temperature,

    pressure, and chemical analysis data).

    Enjoy transaction O3DEFAULTS – used for creating the default values for oil and gas quantity conversion – replaces the old transaction,

    O3C1. However, you can still use transaction O3C1 without any functional limitations. The documentation that follows describes the new

    transaction, O3DEFAULTS.

    Transaction O3DEFAULTS allows a flexible number of default values to be entered. You can define the default values at plant, s torage location or batch level

    per material, day, and time. The system always reads the default values from bottom to top, that means that the system first uses specific values at batch or 

    storage location level before using general values at plant level. If the entry of a time is possible in transactions with oil and gas quantity conversion, the

    system selects the default value that is closest to that day and time.

    PrerequisitesIn order to be able to enter default values for oil and gas quantity conversion using transaction O3DEFAULTS, you have to make the following settings in

    Customizing for the Industry Solution Oil & Gas (Downstream) :

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Select QCI default table .

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define reading group .

    · HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion group and external function

    module settings . You can now ass ign an HPM parameter group (“reading group”) to the conversion group.

    · HPM ® HPM-Specific Settings for Goods Movements ® Maintain settings for goods movements (transaction MIGO). Here, you can determine

    whether the system uses the document date or the posting date to determine the default values for the oil quantity conversion for goods movements

    (transaction MIGO).

    Features

    The HPM parameter group (“reading group”) allows a more f lexible entry of default values. You define the reading group in Customizing. The reading groupcontains a sub-quantity of all possible parameters that are relevant for quantity conversion. You can create default values for those parameters.

    You can ass ign exactly one reading group to each conversion group. When default values are created with transaction O3DEFAULTS and when a material is

    entered, the system determines a conversion group from the material master record, and the assigned reading group from Customizing. The default values of 

    the reading group are defaulted, and can be changed, or they have to be accepted – depending on the specific Customizing sett ings.

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     A reading group can be set in such a way, for example, that default values can be entered for 7 parameters in Customizing because they are

    required for the calculation. However, only one of the values is displayed in dialog mode (meaning, in transact ion O3DEFAULTS) and then has

    to be updated.

     

    !--a11y-->

      1.3.2.1 Entering Default Values (O3DEFAULTS)

    Entering Default Values

    Choose Logistics ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® QCI (Quantity Conversion

    Interface) parameter defaults: Oil&Gas materials ® Create/Display/Delete/Activate default parameters .

    Choose Create New Default .

    Enter the following data:

    Material

    Plant

    Choose Create New Default .

    The system defaults the entry date and time, which you can change.

    4. Double-click on the material to obtain the assigned default values, which are defaulted from Customizing.

    You can change the default values.

    5. Save your data.

    Activating Default Values

    Choose Logistics ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® QCI (Quantity Conversion

    Interface) parameter defaults: Oil&Gas materials ® Create/Display/Delete/Activate default parameters .

    In the preselection area, enter the material, the plant, and the date, and choose

    ENTER .

    The material is listed in the header data area.

    3. Double-click on the material to obtain the assigned default values, and choose Activate single set .

    4. Save your changes.

     

    !--a11y-->

      1.3.2.2 Entering Default Values (O3C1)

    Use

    You can save default values for test density, material temperature, and test temperature, and you can set the hydrometer correction indicator and the air 

    buoyancy indicator. Those values are valid per material, plant, storage location, batch and validity date.

    Prerequisites

    You can only use the old transaction, O3C1, to enter default values if you have activated default value table OIB03 in Customizing under Industry Solution Oil

    & Gas (Downstream) . You can set that in Customizing in HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Conversion

    ® Select QCI default table .

    Procedure

    Enter transaction O3C1.

    The system displays the initial screen.

    2. Enter the material, plant, date, and the storage location, as well as the batch, if required.

    If you enter a storage location and/or a batch, the default values only apply to that storage location or that batch, material and plant.

    If you do not enter a storage location or batch, the default values for the material, plant and for all the storage locations and batches apply.

    Choose Execute .

    The system displays the details screen.

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    3. Enter the default values you want to enter.

    4. Save your data.

     

    !--a11y-->

      1.3.3 Oil and Gas Quantity Conversion Dialog Box

    Definition

     A dialog box for creating, processing, and displaying additional quantities and quantity conversion factors for oil and gas conversions.

    Use

    The dialog box is displayed dependent on the

    Conversion Mode for the "old" transactions, for which the oil and gas quantity conversion is supported.

    In Enjoy transactions with oil and gas quantity conversion calculations, the creation, processing, and display of quantities and parameters is

    carried out within a

    Subscreen.

    Structure

    The dialog box consists of three areas:

    In the first area, the following data is copied from the transaction:

    Material

    Plant

    Storage location

    Batch

    The second area contains the following data:

    Material quantity in the unit of entry

    Material t emperature

    Material pressure (dependent on the product type)

    Test t emperature

    Test pressure (dependent on the product type)

    Test density

    Base density

    Hydro.correction indicator 

     Air buoyancy indicator (AB ind.)

    Test heating value (for natural gas)

    Test conditions (for natural gas)

    Standard heating value (for natural gas)

    The third area contains the results of the oil and gas quantity conversion, that is, the material quantities and volumes in all units of measure of the unit

    of measure group for the material.

     

    !--a11y-->

     Oil and Gas Quantity Conversion Subscreen

    Definition

    This is a subscreen for entering, processing, and displaying the additional quantities and the quantity conversion factors for oil and gas quantity conversion.

    Use

    The subscreen is integrated in all Enjoy transactions that support oil and gas quantity conversion.

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    For the “old” transactions, for which oil and gas quantity conversion is supported, entering, processing, and display ing the additional quantities

    and the quantity conversion factors is carried out in a dialog box, and dependent on the conversion mode.

    Structure

    The subscreen is divided into two areas. One area is used for entering and changing parameters; the second area is for displaying the calculated quantities.

    The quantities can only be manually changed if the conversion mode is not set to “semi-manual”.

    You can choose from the following functions:

    · Calculate function

    The Calculate function immediately triggers the quantity conversion.

    · Reset function

    The Reset function resets all manual changes that you have made to the quantities and immediately recalculates these quantities.

     

    !--a11y-->

      1.3.5 Conversion Mode

    Use

    You can configure the system so that the oil quantity calculations are carried out in more than one session.

    Prerequisites

    You assign the conversion mode at plant/storage location level in Customizing under Industry Solution Oil & Gas (Downstream)

    ® HPM ® Petroleum Measurement Standards ® Quantity Conversion Interface (QCI) Configuration ® Define conversion mode.

    Features

    The following conversion modes exist in the system:

    The automatic conversion mode initiates oil and gas conversion in the background mode. That means that the

    Oil and Gas Quantity Conversion Dialog Box is not visible, and that the system automatically uses default values for quantity conversion parameters. That

    reduces the time required for processing the transact ion.

    In semi-automatic conversion mode, the oil and gas conversion is carried out in the background mode using default values (as in automatic conversion

    mode). However, the results are displayed in t he dialog box, and you can manually c hange them.

    The manual conversion mode is displayed as a dialog box, but prior to it being displayed, it does not carry out any calculations. You can enter the

    quantity conversion parameters and the quantity.

    The semi-manual conversion mode accesses the dialog box before any calculations have taken place. You can enter quantity conversion parameters,

    but you cannot enter quantities.

    In Enjoy transactions with oil and gas conversion, all modes are handled in the same way, except the semi-manual conversion mode. In the semi-manual

    conversion mode, quantities displayed using the

    Oil and Gas Quantity Conversion Subsc reen cannot be changed.

     

    !--a11y-->

    Oil & Gas Desktop Calculator

    Use

    You can use the Oil & Gas Desktop Calculator to carry out oil and gas quantity conversions that are independent of a goods movement or a delivery.

    Oil & Gas Desktop Calculator 

    Choose ® Materials Management ® Inventory Management ® Environment ® Oil qty. conversion ® Oil & Gas Desktop Calculator .

    Enter the following data:

    Material

    PlantQuantity

    3. Select Calculate additional quantities .

    The system calculates the additional quantities using

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    Default values, and displays the results.

    4. Choose Back to leave the display mode.

     

    !--a11y-->

      1.3.7 Business Add-Ins

    Use

    There are five Business Add-Ins available that you can use to integrate country-specific standards and customer-specific requirements with the Quantity

    Conversion Interface. The following Business Add-Ins are available:

    Business Add-In for converting dimensions

    Business Add-In for external function calls

    Business Add-In for natural gas quantity conversion

    Business Add-In for quantity rounding

    Business Add-In for converting raw materials

    Business Add-In for determination of default parameter set

    Prerequisites

    In Customizing for Industry Solution Oil & Gas (Downstream) , you can activate and implement the Business Add-In interfaces. To do that, choose HPM ®

    Petroleum Measurement Standards ® Quantity Configuration Interface (QCI) Configuration ® Business Add-Ins .

    You can find additional information on that in t he Implementation Guide (IMG).

     

    !--a11y-->

      1.4 Oil and Gas Quantity Conversion in the Purchasing Cycle

    Use

    Oil and gas quantity conversions within the purchasing cycle are always carried out at the actual time of the creation of the goods movement. The results of 

    the oil and gas quantity conversion are updated in the material documents that are created by the system during the goods movement.

    Oil and gas quantity conversion is not integrated in the material master record, the purchase contract, and the purchase order, because the values are only

    planned values, and the actual conversion factors (for example, density, temperature) are only known at the time of the goods movement.

    Integration

    This graphic shows how the oil and gas quantity conversion is integrated in the purchasing cycle.

    See also:

    Oil and Gas Quantity Conversion in Goods Movements

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    Oil and Gas Quantity Conversion in Physical Inventory

     

    !--a11y-->

      1.4.1 Oil and Gas Quantity Conversion in Goods Movements

    Use

    Oil and gas quantity conversion is carried out when a material document is created for a goods movement (goods receipt or goods issue).

    Goods movements can either be "external" movements (goods receipts from external procurement, goods issues for customer orders) or "internal" movements

    (goods receipts from production, withdrawals for inner-company use, stock transfers, and other transfers).

    Activities

    Activating the Oil and Gas Quantity Conversion

    You activate the conversion whenever you use an HIM material and enter the document quantity.

    Additional Document Quantities

    The system calculates the base quantity in the material document using the oil and gas quantity conversion, and saves it there. In addition to the base

    quantity, the quantities in the units of measure are calculated that are defined in the unit of measure group (see also

    Oil-Specific Data in the Material Master ). The system expands the list of units of measure to be calculated.

    In addition to the units of measure defined in the unit of measure group, units of measure are copied from the purchase contract and from the purchase order.

    The system searches the purchase contract or the purchase order for units of measure that are neither in the unit of measure group nor are defined as base

    units of measure or as stockkeeping units of measure. If an additional unit of measure is found, the corresponding quantity is calculated in that unit of 

    measure in the oil and gas quantity conversion.

    Additional Stock Quantities

    Stocks are managed in the base unit of measure (stockkeeping unit). For an HIM material, the stock quantities are also maintained in the units of measure of 

    the unit of measure group. In the stock overview, you can display the additional stock quantities, which are available at plant, storage location, batch and

    special stock levels.

    Conversion Mode

    Depending on how the

    Conversion Mode, is set, in "old" transactions, the system carries out the calculation of the additional quantities either in dialog mode or as a background job.

    You can use the conversion mode to control whether or not the quantities can be manually overwritten.

    In Enjoy transactions, all modes other than the semi-manual mode are treated the same. I n the semi-manual conversion mode, you cannot change the

    quantities that are displayed using the oil and gas conversion subscreen.

    Oil and Gas Quantity Conversion

    The

    Oil Quantity Conversion or the Gas Quantity Conversion is used for calculating the additonal quantities. Those functions calculate quantities based on the

    definitions in Customizing under Industry Solution Oil & Gas (Downstream) ® HPM ® Petroleum Measurement Standards ® Quantity Conversion

    Interface (QCI) Configuration , and based on the settings of the units of measure in the material master.

    For liquid HIM materials, additionally, a density and volume correction is carried out based on density and temperature values. For gaseous HIM materials

    (natural gas), a density, calorific and volume correction is carried out based on density, calorific, temperature, and pressure values.

    In "old" transactions, the creation, processing and display of additional quantities and quantity conversion factors is carried out using the

    Oil and Gas Quantity Conversion Dialog Box; in Enjoy transactions, the Oil and Gas Quantity Conversion Subscreen is used.

    Defaults Values

    In support of oil and gas quantity conversion, the system uses

    Default values for the relevant quantity conversion factors.

    You can define the default values at plant, storage location or batch level per material, day, and time. The system always reads the default values from bottom

    to top, that means that the system first uses special values at batch or storage location level before using general values at plant level.

    You can use the following transactions to enter default values:

    Enjoy transaction

    O3DEFAULTS

    "Old" transaction

    O3C1

    Saving Additional Quantities

    The quantities that are calculated additionally to the material document for the goods movement are saved automatically with the material document. You can

    then access the data for display in

    Displaying a Material Document.

    See also:

    Inventory Management

     

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    !--a11y-->

      Displaying Additional Quantities in the Material Document

    Use

    If an HPM material is "moved", in the material document, you can display the material quantity in the stockkeeping unit, the unit of entry, and the alternative

    units of measure that were determined by Oil and Gas quantity conversion.

    Procedure

      1. Choose Logistics ® Materials Management ® Inventory Management ® Material document ® Display .

    The initial screen appears.

      2. Enter the material document number and the material document year, and choose .

    The item overview appears, which displays all the items contained in the material document.

      3. Branch to the detail screen for the item.

    The material quantity for the item is displayed in the unit of entry and the stockkeeping unit. For an HPM material, to display the material quantity in the

    units of measure of the unit of measure group, choose Additional quantities .

      4. Choose Back to leave the display mode. 

    !--a11y-->

      1.4.2 Oil and Gas Quantity Conversion in Physical Inventory

    Use

    The oil and gas quantity conversion is carried out when a physical inventory count is made.

    Activities

    Activating the Oil and Gas Quantity Conversion

    You activate the conversion by using an HIM material and entering the physical inventory quantity.

    Additional Stock Quantities

    Stocks are managed in the base unit of measure (stockkeeping unit). For an HIM material, the system additionally maintains the stock quantities in the units

    of measure of the unit of measure group. The additional stock quantities are available at plant, storage location, batch, and special stock levels.

    During physical inventory, you compare the posted book quantity with the counted quantity that was entered. The system converts the count quantity into the

    base unit of measure and compares it with the book amount in base unit of measure. The difference quantity between the book quantity and the count quantity

    is saved in a goods movement document.

    When an HIM material is used, the conversion of the count quantity into base unit of measure is carried out using the oil and gas quantity conversion. The

    book quantity is listed in the base unit of measure and also converted into the units of measure of the unit of measure group, and saved. The count quantities

    are compared with the stock quantities stored at plant, storage location, batch and special stock levels and are saved in the material document of the goods

    movement as an appendix.

    ENTER 

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    Conversion Mode

    Dependent on how the

    Conversion Mode is set, the system either calculates the additional quantities in the normal dialog mode, or as a background job. You can use the conversion

    mode to control whether or not the quantities can be manually overwritten.

    Oil and Gas Quantity Conversion

    The

    Oil Quantity Conversion or the Gas Quantity Conversion is used for calculating the additional quantities. Those functions calculate quantities based on the

    definitions in Customizing under Industry Solution Oil & Gas (Downstream) ® HPM ® Petroleum Measurement Standards ® Quantity Conversion

    Interface (QCI) Configuration , and on how the units of measure are set in the material master.

    For liquid HIM materials, additionally, a density and volume correction is carried out based on density and temperature values. For gaseous HIM materials

    (natural gas), a density, calorific and volume correction is carried out based on density, calorific, temperature, and pressure values.

    The oil and gas quantity conversion is carried out either as a background job or in the normal dialog processing mode using the

    Oil and Gas Quantity Conversion Dialog Box.

    Default Values

    In support of oil and gas quantity conversion, the system uses

    Default Values for the relevant quantity conversion factors.

    You can define those default values at plant, storage location or batch level per material, day, and time. The system always reads the default values from

    bottom to top, that means that the system first uses special values at batch or storage location level before using general values at plant level.

    You can use the following transactions to enter default values:

    Enjoy transaction

    O3DEFAULTS

    "Old" transaction

    O3C1

    Saving Additional Quantities

    The quantities that are calculated additionally to the material document for the goods movement are saved automatically with the material document. Then,

    you can display the data using the physical inventory document. If differences occur between the physical inventory balance and the book inventory, you can

    access the additional difference quantities by using the material document.

    See also:

    Physical Inventory

     

    !--a11y-->

      1.5 Oil and Gas Quantity Conversion in the Sales Cycle

    Use

    In the sales cycle, the oil and gas quantity conversion is integrated in the rush order, the delivery, and the billing document (customer billing document). The

    oil and gas quantity conversion does not take place during order entry for s tandard orders.

    Integration

    This graphic shows how the oil and gas quantity conversion is integrated in the sales cycle.

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    See also:

    Oil and Gas Quantity Conversion in Rush Orders

    Oil and Gas Quantity Conversion in the Delivery

    Oil and Gas Quantity Conversion in the Billing Document

     

    !--a11y-->

      1.5.1 Oil and Gas Quantity Conversion in Rush Orders

    Use

    The creation of a rush order results in the order and the delivery being created in one step. When you save the order, the system automatically creates a

    delivery in background mode and starts the oil and gas quantity conversion.

    You create a rush order when:

    Your customer would like to pick up the product immediately

    You deliver the product to your customer immediately

    You have already carried out the delivery, but the order and the delivery still have to be created in the system.

    Integration

    The graphic shows how oil and gas quantity c onversion is integrated in the rush order.

    ActivitiesActivating the Oil and Gas Quantity Conversion

    You activate oil and gas quantity conversion by doing the following:

    Using an HIM material

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    Entering the order quantity

    Entering the storage location for the material

    Saving the order. The system then automatically creates a delivery and starts oil and gas quantity conversion.

    If you change the delivery quantities, a new oil quantity conversion is started by the system. If you enter the storage location (if it is not already in the order),

    the oil and gas quantity conversion is carried out.

    See also:

    Creating a Rush Order with Oil and Gas Quantity Conversion

    Additional Delivery Quantities

    The system calculates the base quantity (in the stockkeeping unit of measure) in the delivery with the help of the oil and gas quantity conversion, and saves itthere. In addition to the base quantity, the quantities are calculated in the units of measure of the unit of measure group. The system expands the list of units

    of measure to be calculated.

    In addition to the units of measure that are defined in the unit of measure group, units of measure are copied from the contract or order. As a part of t hat, the

    system searches in the contract or the order for units of measure that are neither in the unit of measure group nor defined as a base unit of measure, volume,

    or weight unit of measure. If an additional unit of measure is found, the corresponding quantity is calculated in that unit of measure in the oil and gas quantity

    conversion.

    Conversion Mode

    Dependent on how the

    Conversion Mode is set, the system carries out the calculation of the additional quantities either in the normal dialog mode, or as a background job. You can

    use the conversion mode to control whether or not the quantities can be manually overwritten.

    Defaults Values

    To support the oil and gas quantity conversion, the system uses

    Default Values for the relevant quantity conversion factors.

    You can define those default values at plant, storage location or batch level per material, day, and time. The system always reads the default values frombottom to top, that means that the system first uses specific values at batch or storage location level before using general values at plant level.

    You can use the following transactions to enter default values:

    Enjoy transaction

    O3DEFAULTS

    "Old" transaction

    O3C1

    Saving Additional Quantities

    The quantities that are calculated additionally for the delivery are saved automatically with the delivery. You can then subsequently access or change the data

    in the display or change mode of the delivery.

    When a goods issue is posted from the delivery, the additional quantities are copied from the delivery into the goods issue and are saved.

     

    !--a11y-->

      1.5.1.1 Creating a Rush Order with Oil and Gas Quantity

    Conversion

    The following is an example of how to activate the oil and gas quantity conversion in the rush order.

    1. Choose Logistics ® Sales and Distribution ® Sales ® Order ® Create .

    The system displays the initial screen.

    2. Enter the order type for the rush order , as well as any relevant organizational data that is required. Choose

    ENTER .

    The system displays the overview screen.

    3. Enter the following data:

    Sold-to party

    Material number(s)

    The order quantities for the materials

    Storage location: this entry is required for oil and gas quantity conversion.

    4. Save the order.

    The system calculates the additional quantities in normal dialog mode or in background mode, depending on how the

    Conversion Mode is set. The system saves the additional quantities together with the delivery.

     

    !--a11y-->

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      1.5.2 Oil and Gas Quantity Conversion in the Delivery

    Use

    Oil and gas quantity conversion takes place when a delivery is created or changed.

    Activities

    Activating the Oil and Gas Quantity Conversion

    You activate the conversion when you use an HIM material, and when you enter the delivery quantity and the s torage location.

    For deliveries in which picking has to be carried out, the entry of the pick quantity triggers the oil and gas quantity conversion, if the oil and gas quantity

    conversion has not yet been carried out. The delivery quantity has to correspond to the pick quantity.

    Once the oil and gas quantity conversion has been carried out, every change of the delivery quantity or the storage location will lead to the quantities being

    recalculated.

    Additional Delivery Quantities

    The system calculates the base quantity in the delivery using the oil quantity conversion, and stores it there. In addition to the base quantity, the quantities are

    calculated in the units of measure of the unit of measure group. The system expands the list of units of measure to be calculated.

    In addition to the units of measure that are defined in the unit of measure group, units of measure are copied from the contract or order. The system searches

    the contract or order for units of measure that are not in the unit of measure group nor are defined as base unit of measure (stockkeeping unit), volumes or 

    weight units. If an additional unit of measure is found, the corresponding quantity is calculated in that unit of measure in the oil and gas quantity conversion.

    Conversion Mode

    Depending on how the

    Conversion Mode is set, in "old" transactions, the system carries out the calculation of the additional quantities either in dialog mode or as a background job.

    You can use the conversion mode to control whether or not the quantities can be manually overwritten.

    In Enjoy transactions, all modes other than the semi-manual conversion mode are treated the same. In the semi-manual conversion mode, you cannot change

    the quantities that are displayed in the oil and gas quantity conversion subscreen.

    Oil and Gas Quantity Conversion

    The

    Oil Quantity Conversion or the Gas Quantity Conversion is used to calculate the additional quantities. Those functions calculate quantities based on the

    definitions in Customizing under Industry Solution Oil & Gas (Downstream) ® HPM ® Petroleum Measurement Standards ® Quantity Conversion

    Interface (QCI) Configuration , and on how the units of measure are set in the material master.

    For liquid HIM materials, additionally, a density and volume correction is carried out based on density and temperature values. For gaseous HIM materials

    (natural gas), a density, calorific and volume correction is carried out based on density, calorific, temperature, and pressure values.

    In "old" transactions, the creation, processing and display of additional quantities and quantity conversion factors is carried out using the

    Oil and Gas Quantity Conversion Dialog Box; in Enjoy transactions, the Oil and Gas Quantity Conversion Subscreen is used.

    Default Values

    To support the oil and gas quantity conversion, the system uses

    Default Values for the relevant quantity conversion factors.

    You can define those default values at plant, storage location or batch level per material, day, and time. The system always reads the default values from

    bottom to top, that means that the system first uses specific values at batch or storage location level before using general values at plant level.

    You can use the following transactions to enter default values:

    Enjoy transaction

    O3DEFAULTS

    "Old" transaction

    O3C1

    Saving Additional Quantities

    The quantities that are calculated additionally for the delivery are saved automatically with the delivery. You can then subsequently access or change the data

    in the display or change mode of the delivery.

    When a goods issue is posted from the delivery, the additional quantities are copied from the delivery into the goods issue and are saved.

     

    !--a11y-->

      1.5.3 Oil and Gas Quantity Conversion in the Billing Document

    UseDuring the billing process, the system does not carry out an additional quantity conversion. The quantities are calculated only at the time of delivery creation

    and stored in the various units of measure with the delivery.

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    Activities

    Additional Delivery Quantities

    During billing, you can reference the quantities stored in the delivery as additional quantities. To do that, you define a specific unit of measure for pricing.

    When an invoice is created, the system then uses the quantity saved with the delivery in that unit of measure.

    Displaying Additional Quantities

    The quantities that are additionally stored in the delivery are copied into the billing document. You c an display the additional quantities in t he billing document.

    See also:

    Creating a Billing Document/Displaying Calculated Quantities in the Billing Document

     

    !--a11y-->

      1.5.3.1 Creating a Billing Document/Displaying Calculated

    Quantities in the Billing Document

     A billing document is always c reated based on a reference document (for example a delivery). Thus, when the billing document is created, the system

    accesses the calculated quantities in the delivery.

    To do that, proceed as follows:

    1. Create an invoice. To do that, proceed as follows:

    Choose Logistics

    ® Sales and Distribution ® Billing ® Billing Document ® Create .

    Enter the document numbers of the deliveries that you would like to bill.

    Save the billing document.

    2. To display the billing document, choose Logistics ® Sales and Distribution ® Billing ® Billing Document ® Display .

    3. Enter the billing document number, and choose

    ENTER .

    The system displays the overview screen.

    4. Select an item and choose Goto ® Item ® Item details .

    The system displays the item data.

    5. Choose Additional Quantities to access the Oil and Gas Quantity Conversion Dialog Box, which displays the quantity in alternative units of measure for 

    the item.

    To go back to the item data, choose Continue.

    6. Choose Back to leave the display mode.

     

    !--a11y-->

      1.6 IS-Oil Bills of Material in the Sales Cycle

    Definition

    IS-Oil bills of material (BOMs):

     Are bills of material that are composed of a bill of material header and BOM components

     Are characterized by the fact that pricing in the order and in the billing document is at BOM header level, but in the goods issue, i s at BOM component

    level.

     A material master record has to be created for each material in the bill of material.

    BOM header material: Super 98

    BOM component 1: Gasoline

    BOM component 2: Octane

    BOM component 3: Additive

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    Use

     A high percentage of the products sold in the oil industry are blended products. A refinery sells, for example, unleaded "super" gasoline to various oil

    companies. The refinery stores the unleaded super gasoline and blends (depending on the customers’ preferences) a special additive into the product.

    Blending takes place during loading. Stocks are maintained in the system for the unleaded super gasoline and the additive, but not for the product t hat is

    actually delivered.

    You can use an IS-Oil bill of material to maintain the blended products in the R/3 System.

    See also:

    Oil and Gas Quantity Conversion with IS-Oil BOMs

     

    !--a11y-->

      1.6.1 Oil and Gas Quantity Conversion with IS-Oil BOMs

    Purpose

    The following describes how you can represent the sale of a blended