Feature Release: 'New Reconsignments'

Inventory > Reconsignments > New Reconsignment

This article overviews the New Reconsignment experience, rebuilt from the ground up to focus on the most common Reconsignment workflow in Swift: moving barrels from one location to multiple 'many' locations.

Training Video Walkthrough

This one-minute video walks through the new '1 to Many (New Reconsignment)' workflow.

 

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What is the New Reconsignment feature?

The new '1 to Many (New Reconsignment)' workflow allows users to:

• Generate multiple Reconsignments from the same one 'From Location' (previously called "Source") to many 'To Locations' (previously called "Destination").

• View the current Inventory summary data directly inside the workflow, eliminating the need to toggle and navigate between Inventory Reports and Reconsignments.

• View details of all available origins at each 'From Location' when utilizing the “View Details” button.

• Saves user's table preferences like sort, column show/hide, column ordering. 

• Ability to quickly see the Refined Products terminal(s) on Allocation (volume restrictions) when allocating volume.

• Improved confirmation screen lets users review and edit any Reconsignments before final booking. Plus, view the Current Inventory Summary on the new Confirmation screen.

How do users select a 'From Location'?

Get started with a 'New Reconsignment' by selecting a 'From Location'

1. Select the Inventory Owner and Product Grade.
2. Swift populates all locations associated with the selected Inventory Owner and Product in the ONEOK Refined Products pipeline system.
   • Note: By default, locations are sorted by highest Total Volume.
3. Swift remembers your table preferences (sorting, column organization, show/hide settings) for future visits.
4. Use the Configuration panel to add constraints to your Reconsignment:
   1. RVP (Reid Vapor Pressure)
   2. Origin(s)
   3. Inventory Status
   4. Consignment Status
5. Click View Details to see the current origins available at a select location and the total volumes based on your selected configurations.

How do users view Current Inventory Details for a 'From Location?'

• View all origins associated with the volume currently at the selected location.
• Origin details are presented based on your Configuration panel selections.

How do users input volume for 'To Locations?'

After users select the 'From Location,' follow these steps:

1. Locate the 'Transfer Volume' column.  Click inside the cell that corresponds to the 'To Location' where user wants to enter volume.

2. Navigate between rows.  After clicking a cell, use the up/down arrow keys to move to the other rows as needed. 

3. Enter the volume. Type in the desired volume amount, then press Enter to save and automatically move to the next row. 

Note:

• The ' From Location' users select will appear in the header.

• Volume data automatically update based on user's chose origin(s).

• Configuration settings from the 'Select From Location' step are displayed at the top of the page for reference. 

How do users select a specific Origin during the 'To Locations' step?

During the 'To Locations' step, click the Select Origin button to open the Location drawer and choose barrels from a specific origin for the Reconsignment.

How do users review their Reconsignments?

• View and Confirm all all Reconsignments before submission.
• Verify transaction details for accuracy.

Note: Once users click Submit, Reconsignments are created using the First In, First Out ("FIFO") method defined as Swift will automatically select the oldest barrels from users chosen origin(s).

What happens on the Confirmation Screen?

The Confirmation Screen includes two tabs to help users finalize and verify activity:

• Confirmation Tab
  • Review the status of all submitted Reconsignments
  • Confirm to ensure all Reconsignments was successfully booked
  • Note: Future-dated Reconsignments will initially show a "Cannot Book" status and automatically update to "Booked" status on the scheduled input Transfer Date.

• Inventory Summary Tab
  • View all locations where inventory was sent
  • View the new Current Inventory Summary for each location