Difference between revisions of "Monthly Processes"

Revision as of 16:27, 20 January 2021

Monthly Process begins with converting daily into monthly data and then using that data to product allocations and reports.

Use this section to convert your daily data from pumper into monthly data for regulatory purposes.

After the monthly data has been closed use this section to allocate the monthly numbers.

Use a date range to see all monthly tickets for a site.

Monthly Oil Statement Purchaser Maintenance

Assign sites a purchaser.

Monthly Oil Statement Import or Edit

Set up a purchaser statement so that it can be imported into Prams. Once set up you can import the statement into Prams or edit previous imports.

Monthly Oil Statement Reconciliation

Using imported data, compare volumes from daily data to the statement finding any discrepancies for the month.

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.

@@ Line 6: / Line 6: @@
 ;[[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.
+:::Assign sites a purchaser.
 ::'''[[Monthly Oil Statement Import or Edit]]'''
-:::Import for the first time a Purchaser statement into Prams or Edit previous imports.
+:::Set up a purchaser statement so that it can be imported into Prams. Once set up you can import the 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.
+:::Using imported data, compare volumes from daily data to the statement finding any discrepancies for the month.
 ;[[Monthly Allocation Setup]]:Create new allocations for your monthly process.
 ;[[Monthly Partner Reporting]]: Once Partner Sites have been established, reports can be created.