Difference between revisions of "Monthly Processes"

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.

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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-''Monthly Process begins with converting daily into monthly data and then using that data to product allocations and reports.
+''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.
-<! -- ;[[Run Ticket Reconciliation]]:   -->