CPL | Initiating a Product Title Transfer

Process for Granting PTO Third Party Tickets

Example 

Colonial “Approved” Transfer Locations

Seller/Transfer Originator Steps

1. Make arrangements with a Buyer/Transfer Recipient to sell a specific quantity of product on a specific cycle at a Colonial approved location.
2. Agree on the batch Seq number (the last digit) that the Buyer/Transfer Recipient will use for their recipient batch.
3. Enter,or use, a nomination in T4 (Receipt and Delivery) with enough volume to cover the intended product transfer.  
4. Save the Nomination. 
5. Add the IPTT Delivery event to the original nomination using the Add Event(s) feature.  Select IPTT Delivery as the event type.  Enter the Volume (the amount to transfer);  Location (where the transfer will take place);  S/C (always CPL);  Tankage (always CPL); Link Shipper (the Buyer/Transfer Recipient); Link Product (product being transferred on the batch); Link Cycle (cycle transfer will take place, must match the nomination cycle); Link Seq (Sequence agreed upon for the Buyer’s/Transfer Recipient’s batch code).
6. Adjust the Delivery Event Type Volume by the transfer volume amount so the Total In volume still matches Total Out volume for the original nomination.
7. Save the Nomination.
8. Confirm there are no Errors, (warnings, displayed in yellow, are acceptable).
9. Save Nomination again.
10. Confirm receipt of Acknowledged status from carrier.
11. Look for final approval of transfer from Colonial.

Buyer/Transfer Recipient Steps

1. Make arrangements with a Seller/Transfer Originator to buy a specific quantity of product on a specific cycle at a Colonial approved location.
2. Agree on the batch Seq number (the last digit) that the Buyer/Transfer Recipient will use for their recipient batch.
3. Enter the nomination for the volume of product to be purchased/transfered.  Select IPTT Receipt as the event type for the Receipt of the product and the linked batch information for the Seller/Transfer Originator.  The nomination Product must match the Seller’s/Transfer Originator’s Product.  The nomination Cycle must match the Seller’s/Transfer Originator’s Cycle.  The nomination Seq must be the Seq agreed upon with the Seller/Transfer Originator to be used in the Buyer’s/Transfer Recipient’s batch code.
4. On the IPTT Receipt event type line, enter the Volume (the volume being purchased); Location (where the transfer will take place); S/C (always CPL); Tankage (always CPL); Link Shipper (the Seller/Transfer Originator); Link Product (product being transferred, must match the Seller’s/Transfer Originator’s nomination); Link Cycle  (cycle transfer will take place, must match the Seller’s/Transfer Originator’s nomination); Link Seq (Seller’s/Transfer Originator’s batch sequence).
5. On the Delivery event type line enter the Volume (must match the IPTT Receipt volume); Location (where the Buyer/Transfer Recipient wants the product delivered ** The Delivery location MUST be DOWNSTREAM from the Transfer location. **);  S/C (consignee the Buyer/Transfer Recipient wants to receive the product); Tankage (tanker party the Buyer/Transfer Recipient wants the product delivered to).  
6. Save the Nomination. 
7. Confirm that Colonial has Acknowledged the nomination.
8. Confirm there are no Errors (warnings, displayed in yellow, are acceptable).
9. Save Nomination again.
10. Confirm receipt of Acknowledged status from carrier.
11. Look for final approval of transfer from Colonial.

Seller/Transfer Originator Steps

Step 3. Enter a complete nomination (Receipt and Delivery) with enough volume to cover the intended sale/transfer.  
Step 4. Save the Nomination. 



Step 5a.  Edit the nomination to add the IPTT Delivery event.

*Nominations can be edited directly from the Nomination Search page using the context arrow OR from the Batch Details screen.

OR

Step 5b.  Add the IPTT Delivery event to the original nomination using the Add Event(s) feature.   


 Step 5c.  Select the IPTT Delivery event type.


 

 Confirm there are no Errors (warnings, displayed in yellow, are acceptable). 



 Step 9.    Save Nomination again

Step 10.  Confirm receipt of Acknowledged status from carrier. 

Buyer/ Transfer Recipient Steps

Step 3a.  Enter the nomination for the volume of product to be purchased/transferred. The nomination Product must match the Seller’s/Transfer Originator’s Product.  The nomination Cycle must match the Seller’s/Transfer Originator’s Cycle.  The nomination Seq must be the Seq agreed upon with the Seller/Transfer Originator to be used in the Buyer’s/Transfer Recipient’s batch code.
 
Step 3b. Select the IPTT Receipt event type for the Receipt of the product and the linked batch information for the Seller/Transfer Originator.  



Step 4.  On the IPTT Receipt event type line enter the Volume (the volume being purchased); Location (where the transfer will take place); S/C (always CPL);  Tankage (always CPL);  Link Shipper (the Seller/Transfer Originator); Link Product (product being transferred, must match the Seller’s/Transfer Originator’s nomination);  Link Cycle (cycle transfer will take place, must match the Seller’s/Transfer Originator’s nomination); Link Seq (Seller’s/Transfer Originator’s batch sequence).

Step 5.  On the Delivery event type line enter the Volume (must match the IPTT Receipt volume), Location (where the Buyer/Transfer Recipient wants the product delivered ** The Delivery location MUST be DOWNSTREAM from the Transfer location. **);  S/C (consignee the Buyer/Transfer Recipient wants to receive the product);  Tankage (tanker party the Buyer/Transfer Recipient wants the product delivered to).  

Step 6.  Save the Nomination. 

Step 7.  Confirm there are no Errors, (warnings, displayed in yellow, are acceptable).

Step 8.  Save Nomination again. 



 Step 9.  Confirm receipt of Acknowledged status from carrier.