Difference between revisions of "Monthly Processes"
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;[[Production Entry]]:Use this section to convert your daily data from pumper into monthly data for regulatory purposes. | ;[[Production Entry]]:Use this section to convert your daily data from pumper into monthly data for regulatory purposes. | ||
;[[Monthly Allocation]]:After the monthly data has been closed use this section to allocate the monthly numbers. | ;[[Monthly Allocation]]:After the monthly data has been closed use this section to allocate the monthly numbers. | ||
− | ;[[Monthly Oil Tickets]]:Use a date range to see all monthly tickets for a site. | + | ;[[Monthly Oil Tickets]]:Use a date range to see all monthly tickets for a site. |
+ | ::'''[[Monthly Oil Statement Purchaser Maintenance]]''' | ||
+ | :::Set up a purchaser statement so that it can be imported into Prams. | ||
+ | ::'''[[Monthly Oil Statement Import or Edit]]''' | ||
+ | :::Import for the first time a Purchaser statement into Prams or Edit previous imports. | ||
+ | ::'''[[Monthly Oil Statement Reconciliation]]''' | ||
+ | :::Once a statement is imported compare volumes from daily data to the statement finding any discrepancies. | ||
;[[Monthly Allocation Setup]]:Create new allocations for your monthly process. | ;[[Monthly Allocation Setup]]:Create new allocations for your monthly process. | ||
;[[Monthly Partner Reporting]]: Once Partner Sites have been established, reports can be created. | ;[[Monthly Partner Reporting]]: Once Partner Sites have been established, reports can be created. |
Revision as of 16:25, 20 January 2021
Monthly Process begins with converting daily into monthly data and then using that data to product allocations and reports.
- Production Entry
- Use this section to convert your daily data from pumper into monthly data for regulatory purposes.
- Monthly Allocation
- After the monthly data has been closed use this section to allocate the monthly numbers.
- Monthly Oil Tickets
- Use a date range to see all monthly tickets for a site.
- Monthly Oil Statement Purchaser Maintenance
- Set up a purchaser statement so that it can be imported into Prams.
- Monthly Oil Statement Import or Edit
- Import for the first time a Purchaser statement into Prams or Edit previous imports.
- Monthly Oil Statement Reconciliation
- Once a statement is imported compare volumes from daily data to the statement finding any discrepancies.
- Monthly Oil Statement Purchaser Maintenance
- Monthly Allocation Setup
- Create new allocations for your monthly process.
- Monthly Partner Reporting
- Once Partner Sites have been established, reports can be created.
- Corrections
- Modify completed products and change starting inventories.
- Regulatory Reports
- Run the official reports for the federal and states reporting agencies.
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