Monthly Allocation

This section will show you how to use the data that has been closed in Production Entry and apply it to the sites that need their share from the source.

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◄ Monthly Processes

Considerations

To use this section to the fullest you first need to close the daily data by means of Production Entry. Without this there will be an error saying it cannot preform the allocations there is nothing to allocate.

When allocating you cannot skip a month as the data is rolling from one month to another and there cannot be gaps. You also cannot go to a future month and allocate data, if you try you will be met with some guiding wisdom.

Main Screen

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To start you will first need to select a period and then select an analyst that will have access to the data. When you have selected your period, the following main screen will appear: This screen will always be the main hub of the allocations and provide you with pre-data before allocating the sources to the targets. The top left will show you the period with arrows and a refresh button. The arrows allow you to move in between months without having to go back to the previous screen. The refresh button will apply any changes that have been made if there are any changes outside of the monthly allocation screen such as data being changed in site maintenance or monthly allocation set up. Continuing to the right you can select to view by site name by user ref. Checking the "Preform Step Down Allocations" box will allow you to close the source followed by any allocation below that. A typical example is A battery to a well to the formations. If you Leave the box un-check it will allow you to allocate each one by one which can take much more time. Continuing down you will see the allocations set up under "Allocation Sources". Next see if the source is complete or not for the month, if not then you need to close the data. The "Source Periods Complete" will show the range of completed allocations. If there haven't been any preformed you will see 'N/A'. The Last date to the right is the very last time a monthly allocation has been preformed. "Allocations Completed" show how many time an allocation has been ran for the current period. There will be a record kept showing what time and what user had preformed it and this can be select from the spyglass to the right that appears when an allocation is preformed. This can be very helpful when returning to past months to see if there was a time when the allocation was preformed after the reporting month had passed. The final bit of information in the "View Layout" section where you can see, by clicking the spyglass all the allocation periods and what sites will be getting data from the source. This will also show any daily allocations for a quick glance. As you are finishing allocations the completed ones will be grayed out showing that they have been completed. If you go back to the Production Entry screen you can also see a count of how many allocation need completing.

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Allocating Data

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With the "Preform Step Down Allocations" box checked, select a site and click next or just double click it. You will then be brought to the following screen: To the left will be the source with the product your allocating and its test method. Underneath will be where the sources volume destination will go called the targets. If there is any equipment set up it will show in the top right. For each Target you can see the status, days on, and the test value. You can select from a drop-down a different status for a site if need be. The days on should be pulled from the daily data but this may not always be accurate. Actions can be helpful here as clicking a cell then selecting F7 you will bring in the days on for however many days are on in the month. If you select Shift+F7 it will fill in all of the targets with the same info. Test Value has the same properties as individually you can select F5 and it will bring in the previous months test if it never changes. Selecting Shift + F5 Will do this for all the targets. If you select the box for "Include full detail in messages" this will show on the next screen more of how the program is taking and allocation the data and may take longer to run. Mostly necessary when needing to see if an allocation has issues. The tests are completely up to how your company would like them preformed and the full range can be viewed from the drop_down for "Do Actions":

View Results

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This screen will show how everything was sorted out. The main thing to look for was if the allocation had succeeded and if it didn't have any warnings. A typical warning can be that the source inventory doesn't match with the target inventory. This can be corrected in individual site corrections then reallocated. If your begging and ending inventory match or are close to matching with the target totals then you are clear to save the allocation. Remember that nothing has been finalized if you do not select "Save Results". From this window as well you can print the results, copy, and send them to excel or print the message details. If you select back you can modify the allocation if it didn't work the first time. If a change had been made outside of the monthly allocation screen then you will have to return back to the main screen and refresh it. Keep in mind that if you select save and then select it again that it will start the next allocation.

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