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AdaptIQ Quick Reference Guide
Movements
Date: 28/01/2025
Revision: 3
Confidentiality
This document contains proprietary and confidential information and is classified as “Commercial in Confidence” by Veridapt Pty Ltd. The information contained in this document is submitted with the express understanding that it will be held in strict confidence and will not be disclosed, duplicated, or used, in whole or in part, for any purpose other than evaluation of this document, without prior written consent of Veridapt Pty Ltd.
Document History
UNCONTROLLED DOCUMENT WHEN PRINTED.
Printed copy expires one week from 12 September 2025
Revision History
History of editing and release of this document:
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Version |
Date |
Amendment |
Author |
Reviewer |
Authorised |
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1 |
12 Aug 2024 |
Initial |
C O’Mara |
A Malik |
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2 |
04 Nov 2024 |
V2 |
C O’Mara |
A Malik |
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3 |
28 Jan 2025 |
V3 |
C O’Mara |
A Malik |
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TABLE OF CONTENTS
1.... AdaptIQ Quick Reference Guide.. 4
2.1 Movement Transaction Types. 6
3.1 Delivery – Page Overview.. 7
3.2 Delivery Confirmation Options. 8
3.3 How to view Delivery Transaction Details. 8
3.4 How to Manually Confirm a Delivery. 10
3.5 How to Update a Delivery. 12
3.6 How to create a Delivery Docket. 15
3.7 How to Create a Delivery to Equipment. 18
4.1 Dispense Page Overview.. 20
4.2 How to view Dispense Transaction Details. 20
4.3 How to Update a Dispense. 22
4.4 How to Create a Dispense. 25
4.5 How to Reverse a Dispense. 26
5.1 Reconciliation Page Overview.. 27
5.2 How to View a Reconciliation. 28
5.3 How to Update Reconciliation. 30
1 AdaptIQ Quick Reference Guide
1.1 Summary
The Quick Reference Guide is designed to help you navigate and understand the AdaptIQ software. The guide will offer a high-level view of the AdaptIQ software and provide a description of key elements that AdaptIQ has to offer.
The AdaptIQ Quick Reference Guide is a short summary of the AdaptIQ User Guide (Version 8.12.1).
2 Movements Overview
Movements pages provide the visualization of the data we get from the AdaptMac field devices to our AdaptIQ: The page provides access to subpages to view incoming and outgoing fuel movements. Access to subpages is provided to a user’s permission profile.
The movement options are listed in the top left corner. They include.
- Deliveries
- Transfers
- Dispenses
- Reconciliations
2.1 Movement Transaction Types
There are several transactional types that enter the system. Here is a complete list of these types and a description.
|
Type |
Description |
|
Auto |
Where a flow meter is used to detect, and measure the delivery volume. AdaptMAC/AdaptMCU constantly polls the flow meter to determine when a transaction starts and stops. It automatically creates a transaction when a flow above a given threshold is detected. |
|
Manual |
Entered manually at the delivery/dispense point via AdaptMAC or AdaptMCU. |
|
Web Manual |
A manually created transaction in AdaptIQ, used when no data related to the transaction has been captured by an AdaptMAC or AdaptMCU. Most often this is used on sites that do not have transaction monitoring instrumentation such as flow meters but still wish to manually reconcile the stock levels in their tanks. |
|
Key Bypass |
A transaction where AdaptMAC/AdaptMCU are in key bypass mode (totally disabled) |
|
Error |
An ignored transaction because a processing error occurred. |
|
Unauthorised |
A detected transaction (meter sensed) outside of operator's control and without authorisation from the AdaptMAC. This most commonly occurs during flow meter testing. It can also result from passing valves, leaks, product movement in the dispensing pipe/hose, or electrical noise. |
|
Gauged |
A delivery created by the Gauged Transaction Service GTS. |
|
Reconciliation |
A delivery created by the Reconciliation Adjustments Service RAS. |
|
Sup Override |
A transaction created while Supervisor Override feature is used from AdaptMAC, or Supervisor Override Challenge is used between both AdaptMAC and AdaptIQ. Both features are used to enable a transaction where no authorised tag is detected. |
|
Reversal |
A reversal dispense, used where the product is drained out of the Equipment Item back to the Tank. |
|
Other |
For any other types of transactions |
3 Delivery
3.1 Delivery – Page Overview
Deliveries, in AdaptIQ, consist of movements of fuel from an external source into the site. The external source is most commonly from your supplier into storage tanks.
What is a:
- Tank: identifies the name of the tank
- Docket: the delivery docket number entered by the delivery driver or manually entered into AdaptIQ.
- Volume: This is the volume delivered as entered at delivery point or calculated via tank gauges.
- Type: details the transaction type eg: manual, gauged, web manual.
- Status: the status of the transaction ie: Confirmed: by the customer or Unconfirmed:
- Variance: calculated discrepancy between the primary or secondary volume and the docketed volume. (Green up arrow shows positive discrepancy. Red downward arrow shows negative).
3.2 Delivery Confirmation Options
Deliveries can be configured to confirmed in three ways:
|
Type |
Description |
|
Manually: |
Each delivery needs to be confirmed by a user via AdaptIQ. Confirmation typically takes place when a user compares and agrees with the docket volume (invoiced amount) to the delivery volume recorded in AdaptIQ |
|
Variance |
Each tank that can be delivered to can have an option set to automatically confirm the delivery if the delivery is within a % of the docketed delivery volume |
|
Automatically |
Deliveries are automatically confirmed without user intervention. |
3.3 How to view Delivery Transaction Details
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Deliveries page |
 |
|
2 |
Click on paperclip icon of the delivery you want to view on the right-hand side of the screen. |
 |
|
3 |
You will be navigated to this page after selecting view. Detailed information regarding the delivery is displayed Select the down arrows to expand/collapse each header Information displayed is based on data entered by delivery drivers at the AdaptMac, site infrastructure i.e. tank gauges, flow meters,etc. |
 |
3.4 How to Manually Confirm a Delivery
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Deliveries page |
 |
|
2 |
Select the deliveries you want to confirm using the check box next to each delivery. Click Confirm. Note: You should only confirm a delivery if all delivery information is present and within an agreed variance. Further investigation is required if Variance is shown in red as the volume is outside the agreed % variance. |
 |
|
3 |
Deliveries can also be confirmed from the Transaction page. This will allow you to review the transaction data before confirming it Click Confirm Note: If the Confirm button is not shown, then you do not have editor permissions to confirm deliveries. Check with your system administrator. |
 |
3.5 How to Update a Delivery
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Deliveries page |
 |
|
2 |
Search for the Delivery information using the Filter icon. Eg: By Tank or Date etc. ]You can select multiple options to narrow down the search. |
|
|
3 |
Click the paperclip next to the delivery you want to update on the right-hand side of the screen. |
 |
|
4 |
Once you have the transaction page opened.
|
 |
|
5 |
You will be navigated to this page after selecting edit. All unshaded fields are available for update.
|
 |
3.6 How to create a Delivery Docket
|
Step |
Description |
Image |
|
1 |
If there is a Delivery Docket associated with this transaction it will be displayed in the Docket Information section. If a Delivery Docket needs to be created, click the blue Add Docket Information button. This will open a new screen to create a Delivery Docket |
 |
|
2 |
You will be navigated to this page to create a delivery docket All unshaded fields are available for update.
|
 |
|
3 |
Check the Docket Information and Confirm You can now click on the delivery you have created, and you will be able to see the docket details in the Docket Information section. They should be Linked to This Delivery. If not – click the Match button to link them. If the details entered are correct, the delivery is ready to be confirmed. |
 |
3.7 How to Create a Delivery to Equipment
This is a special kind of delivery, where the delivery happens directly to one or more equipment items. There is no source tank for Direct to Equipment when creating these transactions.
For each added Equipment Item, a Dispense entry is created in the Dispenses list (i.e. if two Equipment Item rows are created, two dispenses will be added to the dispenses list).
The time of dispense is taken from Collected At field of this Equipment Item entry, not the general Collected At field of the New to Equipment Delivery.
The Delivery volume is calculated as the total volume delivered to all Equipment Items.
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Deliveries page |
 |
|
2 |
Click on the New to Equipment button |
 |
|
3 |
You will be navigated to this page after selecting new to equipment. Click Select Product after updating |
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|
4 |
You will be navigated to this page after selecting product type.
Click Add to include additional equipment Click Create after updating Note: The Delivery volume is calculated as the total volume delivered to all Equipment Items |
 |
4 Dispenses
4.1 Dispense Page Overview
Dispense details of fuel dispensed to equipment that will consume the product.
4.2 How to view Dispense Transaction Details
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Dispense page |
 |
|
2 |
Click on the paperclip icon of the dispense you want to view on the right-hand side of the screen. |
 |
|
3 |
You will be navigated to this page after selecting view. Detailed information regarding the dispense transaction is displayed Select the down arrows to expand/collapse each header Information displayed based on data received from the field and equipment data stored in AdaptIQ. |
 |
4.3 How to Update a Dispense
|
Step |
Description |
Image |
|
1 |
Click on Movements Page Select the Dispenses tab |
 |
|
2 |
Search for the Dispense information using the Filter icon. |
|
|
3 |
Click on the paperclip icon of the delivery you want to update on the right-hand side of the screen. Note To view the equipment details click on the Equipment ID shown in Blue |
 |
|
4 |
Once you have the transaction page opened.
|
 |
|
5 |
You will be navigated to this page after selecting edit. All unshaded fields are available for update. |
 |
4.4 How to Create a Dispense
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Dispenses page |
 |
|
2 |
Click New |
 |
|
3 |
You will be navigated to this page after selecting new. All unshaded fields are available for update. |
 |
4.5 How to Reverse a Dispense
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Dispenses page Note: A reversal is the opposite of a dispense. It can be where the product is drained out of the Equipment Item back to the Tank or to correct an error eg: wrong equipment selected etc. . Dispense will always appears with negative volume value. |
 |
|
2 |
Click New |
 |
|
3 |
You will be navigated to this page after selecting new. All unshaded fields are available for update. |
 |
5 Reconciliation
5.1 Reconciliation Page Overview
If enabled, the RAS (Reconciliation Adjustment Service) will reconcile the tank every 24 hour period.
The RAS will create a reconciliation error transaction that zeroes any difference between the tank volume readings and the recorded transactions for the tank. This effectively resets your tank volume daily.
5.2 How to View a Reconciliation
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Reconciliation page |
 |
|
2 |
Click on the transaction you want to view This will allow you to review the transaction data in more detail. |
 |
|
3 |
You will be navigated to this page after selecting view. |
|
5.3 How to Update Reconciliation
|
Step |
Description |
Image |
|
1 |
Click on Movements Tab Select the Reconciliation page |
 |
|
2 |
When a change in movement (new movement created or movement volume edited), the reconciliation adjustments from that period will indicate Pending Reconciliation The transaction marked pending reconciliations will reconcile when RAS tasks next runs |
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