Difference between revisions of "Monthly Processes"

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;[[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]]'''
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;[[Monthly Oil Statement Purchaser Maintenance]]:Assign sites a purchaser.
:::Assign sites a purchaser.
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;[[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 Import or Edit]]'''
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;[[Monthly Oil Statement Reconciliation]]:Using imported data, compare volumes from daily data to the statement finding any discrepancies for the month.  
:::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 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.   
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;[[Regulatory Reports]]:Run the official reports for the federal and states reporting agencies.  
 
;[[Regulatory Reports]]:Run the official reports for the federal and states reporting agencies.  
  
<!-- ;[[Run Ticket Reconciliation]]: -->
 
  
  

Latest revision as of 22:22, 21 January 2021

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


Analyst Overview

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
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.




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