Create a Process Flow

You need a process flow to move bulk material between stockpiles or to or from despatches; or for filling and emptying transactions for bulk package groups.

Security Note: You need the Allow process flow maintenance security right in the Supply Chain user group security rights group for this activity.

Activity Steps

  1. Select the Supply Chain panel in the Solution Explorer.
  2. Expand the Supply Chain » Process Flows » Process Flow Categories node.
  3. Right-click a process flow category and select New » Process Flow from the menu.

    The Process Flow displays.

  4. Update the process flow Name if required.
  5. Select the Base Assumption to determine the quality of all analytes in the destination stockpile after a transaction across the material flow has taken place, if the analyte is not specified individually on the Process Flow Analytes tab. Select from No Assumptions, Assume Source or Assume Product.
  6. Update the following fields as required.
    • Operator—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Default Shift Definition—Select from the shift definitions defined on the Supply Chain panel of the Solution Explorer.
    • Contributor Groups—Select from the contributor groups defined on the Quality panel of the Solution Explorer. Can also be updated via the Process Flows tab of the Contributor Group.
    • Calculate Yield Based Contribution—Whether yield-based contributions will be downstreamed. If checked, all transactions on this material flow will calculate the corrected tonnage-based contribution for each contributor in a contributor group with Calculate Yield Based Contribution, using the defined yield for that contributor at the time of the transaction.
    • Disabled—You can disable a material flow if it should not yet be used, or should no longer be used.
    • Description
    • Loading Text—Text to display when the loading location for the material flow is selected.
    • Unloading Text—Text to display when the unloading location for the material flow is selected.
    • Calendar—For example, you can aggregate exported data by month, with the calendar determining the working days for the month. Select from the calendars defined in the Calendar Editor.
    • Equipment—Limit the equipment items available for transactions using the process flow. Select from the equipment items defined on the Supply Chain panel of the Solution Explorer.
    • Allowed Movement Products—Select from:
      • All Products
      • Selected Products—Select from the products and brands defined on the Material panel of the Solution Explorer.
    • Auto Populate Product—Whether to set the default movement product over the material flow based on either the source or destination product.
    • Validate Movement Product—Whether a transaction over the material flow must have a movement product specified.
    • Default Basis—Select from the analyte measurement bases defined in the Basis Editor.
    • Additional Bases
  7. Specify the source and destination:
    1. Expand the Supply Chain » Business Areas node in the Solution Explorer.
    2. Drag a location into the Source field.
    3. Drag a location into the Destination field.

    Note: If the source or destination is a port location or a berth terminal, the configuration of a berths at that location can include limiting the material flows available at that berth.

  8. Click Save.