SAP Trader’s and Scheduler’s Workbench – An overview of IS-OIL Logistics Solution for Oil Movements



For Oil trade, motion of oil has been one of many important enterprise operations for its midstream / downstream section. I’ve been a part of this trade implementing system options for greater than 15 years. SAP Dealer’s and Scheduler’s Workbench (TSW) answer delivers key enterprise worth to this section of the trade. It has been an indispensable toolset for the enterprise to plan, schedule, transfer barrels and to seamlessly observe each oil motion from Crude Procurement all the way in which to Refined Product sale. I will likely be protecting an summary of TSW’s functionality by way of this weblog put up.

SAP’s customary modules, Gross sales & Distribution (SD), Materials Administration (MM) and Monetary Accounting (FI), assist a variety of ERP actions that happen within the Oil Trade. Nevertheless, they don’t cowl one of many important capabilities on this trade, i.e. the oil motion for his or her midstream and downstream operations that wants massive scale planning, scheduling and capturing the precise motion executed. That is the place SAP’s IS-OIL add-on delivers performance by way of TSW to cowl this important enterprise in logistics space. It integrates planning, scheduling and ticketing operations with customary SD, MM and FI modules and permits flexibility to align with enterprise course of. TSW follows all modes of transports which might be used within the trade like rail, pipeline, marine, barge, and truck.

Excessive-level TSW overview

Let’s begin with how the enterprise course of would have a look at a excessive degree for midstream / downstream space of this trade (that is simply one of many many potential enterprise course of flows):

Buy of Crude at Vendor Location

→ Motion of Crude from Vendor Location to Refinery

→ Refinery Manufacturing

→ Motion of Refined Product from Refinery to Terminal Areas 

→ Sale of Refined Product from Terminal Location

These crude/refined product actions are complicated and contain planning and scheduling to hyperlink demand and provides with Buy and/or Gross sales Contracts, bodily places, transport programs, scheduled timelines and the companions concerned. TSW’s Planning instruments (Stock Planning Workbench- IPW, Three manner pegging, Location balancing) and Nomination software enable Schedulers to arrange scheduled actions that can tie all of the above entities.

The planning instruments give Scheduler a visibility of product stock at related places, obtainable contracts and permits to simulate actions to make use of contract and fulfill the demand or provide wants between these places. These instruments will let scheduler affirm the simulated actions into scheduled actions. These schedules circulation into Nomination, which is the Scheduling software.

Nomination holds the scheduled motion which hyperlinks load and discharge places, transport system, automobile, vendor companions like service, shipper, provider/receiver, product, contract, schedule timeline, motion state of affairs and variety of different particulars. The nomination will be scheduled straight within the software or will be arrange by way of the planning instruments. Exterior interfacing based mostly on enterprise state of affairs can enable auto-creation of a number of nomination schedules. The interface may also enable auto-communication with vendor companions.

These actions will finally contain capturing the standard and amount actuals, and precise occasion timelines by way of Invoice of Lading that should circulation into Stock and Monetary accounting. TSW’s Ticket software caters to this requirement. It permits the Actualizer to seize and tie actuals towards the scheduled motion, does oil particular amount conversions, creates computerized name off paperwork and stock postings towards the linked Contracts.

Enterprise Situations


I’ll try to go to subsequent granular degree of the enterprise course of. This can enable us to understand how TSW can cowl completely different motion situations throughout completely different modes of transports (once more, these are simply few of the numerous potential enterprise situations). Let’s take a dive into how TSW will cowl these enterprise situations.

Planning and Scheduling Overview


Procure Crude from vendor in Alaska onto a Marine Vessel and transport it to Refinery Location in California

Utilizing IPW, crude scheduler sees every day stock projections for crude at completely different places for subsequent 60 days. These projections are calculated by the system based mostly upon many alternative inputs like actualized and scheduled actions, manufacturing numbers, rack liftings that impression the actual location’s stock.

The crude scheduler spots that there’s a drop of stock degree at refinery location. He seems to be for potential provides that may meet the demand at this location. He finds a crude buy contract that was setup with a vendor in Alaska. Then inside the IPW software he creates a simulated schedule of marine buy for the required barrels at origin from vendor’s Alaska location and switch at discharge to the refinery location. Since this appears to fulfill the demand, he publishes this simulation in IPW which flows routinely into nomination schedule.

This scheduler now has a marine nomination with 2 line gadgets – one with buy at loading of crude into the vessel, one other with a switch of crude from the vessel into terminal on the refinery location.

Nomination 001
Marine Transport System
Merchandise 10 Origin Buy Crude 10000 BBL Vendor Loc Load Date Contract ##
Merchandise 20 Vacation spot Switch Crude 10000 BBL CA Ref Loc Discharge Date STO ##








He communicates with vendor companions and updates this nomination with vessel, service, occasion timelines and different particulars associated to the transfer. If there’s an exterior system for vessel chartering, this technique will be straight interfaced to this nomination for information updates.

Switch Refined Product from Refinery location through Pipeline into one of many Terminal places in California.

Much like the above exercise, a product scheduler makes use of IPW to see his product stock’s every day ranges for all of the related places in his area. He spots from the projections that the product stock would cross the higher restrict for a location on the refinery. He wants to maneuver this product to maintain the stock degree inside the restrict. He spots one among his different places, a terminal in California, has sufficient storage to carry the surplus product from refinery location. These 2 places are each on sure pipeline, so he creates a simulation in IPW to switch product from refinery location to pipeline and from pipeline into the opposite location.

Sale of Refined Product by transferring from California Terminal location to Buyer location in Arizona through Rail.

The product scheduler finds that there’s a gross sales contract for supply at buyer location which will be fulfilled from his California terminal through rail. So, he creates one other simulation in IPW to do a load switch onto the railcar and discharge sale from the railcar at buyer location.

After confirming that the simulated strikes have required impression on stock projections, the scheduler publishes the simulations.

This routinely creates 2 Nominations, one for pipeline with switch line gadgets at injection and extraction places; one other for rail with switch line merchandise at load location and sale line merchandise at discharge location. Product scheduler communicates with pipeline operators, rail service, stakeholders and updates/confirms the pipeline/rail nomination. This communication can occur routinely if interfaced with pipeline/rail service firm.

Nomination 002
Pipeline Transport System
Merchandise 10 Origin Switch Gasoline 10000 BBL CA Ref Loc Load Date
Merchandise 20 Vacation spot Switch Gasoline 10000 BBL CA Terminal Discharge Date
Nomination 003
Rail Transport System
Merchandise 10 Origin Switch Gasoline 10000 BBL CA Terminal Load Date STO ##
Merchandise 20 Vacation spot Sale Gasoline 10000 BBL Buyer Loc Discharge Date Contract ##














Planning and scheduling answer units up the info for the following course of which will likely be to execute the motion and seize the actuals associated to the motion.

Ticketing overview


Procure Crude from vendor in Alaska onto a Marine Vessel and transport it to Refinery Location in California

Through the execution of marine schedule, after the crude is loaded onto the vessel, the vessel inspector will affirm the loaded amount and high quality attributes and the info is communicated to the Actualizer who will create a Ticket doc with this information and the precise occasion timelines. This routinely will put up the next paperwork:

PO Name off → Inbound Supply → TD Cargo → Load Affirmation

This additionally updates the nomination merchandise 1 with related information like occasions and precise amount

Equally when the vessel reaches the shore, and crude is discharged out, the discharged high quality, amount, and occasion timelines will likely be utilized by Actualizer to create Ticket that routinely will put up the next paperwork:

Outbound Supply → TD Cargo Replace → Materials Doc

If there’s a distinction in load and discharge portions, this will even put up a acquire/loss materials doc. In the long run this updates the nomination merchandise 2 with related information and updates the nomination standing as full.

At this level, if there are any corrections to any of those captured values, Actualizer goes again to the ticket and posts a correction ticket which routinely reverses the unique paperwork and posts similar set of paperwork with new captured values.

Switch Refined Product from Refinery location through Pipeline into one of many Terminal places in California.

When the refined product is injected, and is extracted, the pipeline operator will push the precise readings, and if that is interfaced with the TSW system, it creates pipeline tickets routinely. Injection ticket will put up the next paperwork:

Reservation → TD Cargo → Load Affirmation

Extraction pipeline ticket will put up the next paperwork:

Reservation → TD Cargo Replace → Supply Affirmation


Sale of Refined Product by transferring from California Terminal location to Buyer location in Arizona through Rail.

When the refined product is loaded on the railcar, the actuals from guage readings are utilized by the Actualizer to create the ticket. This can create the next set of paperwork:

Supply → TD cargo → Load Affirmation

When the refined product is discharged from the railcar into the terminal at Buyer location, the discharge guage readings are utilized by Actualize to create discharge sale ticket. This can create the next paperwork:

SO Name off → Supply → TD Cargo replace → Materials Doc


Ticketing answer manages to make use of the actuals captured in the course of the motion and does auto posting of follow-on paperwork for stock and monetary accounting.


TSW’s embedded configuration flexibility, like all different SAP options, permits to cowl many extra situations for midstream / downstream enterprise processes. TSW delivers a seamless integration of the logistic processes. All the info is linked and in a single system with much less integration overheads and is an outright benefit for monitoring and reporting.

In future weblog posts, I wish to go intimately within the particular person functions of Nomination and Ticketing to handle detailed particular state of affairs, or handle the seamless integration that TSW gives. I’d love to listen to your suggestions, matter recommendations, reply queries or simply interact in an open dialogue.


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