Daily Allocation Setup

Set up sites and products to be allocated and the order in which the allocation or allocations will be performed.

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◄ Daily Processes

Main Screen

To begin select Daily Processes > Daily allocation Setup, the following screen will open:

This screen is almost identical to Monthly Allocation Setup, the difference being the test methods provided per each target. understanding this setup will make setting up the monthly side easier. To the far left you can see all the allocations that already have setups. If you select one the right side will open up and allow you to view the targets and the tests that reside within it. From this panel, a period can be added, removed or modified. An allocation set up can also be edited in this panel. When an allocation is created first a period holder must be created and this is where the alloc record sits. Multiple periods will show different setups such as wells coming online. If you need to modify a period when something new is happening, make sure to end the current period, thus keeping a history and allowing the allocations in that time frame to still be allocated with that setup. When you add a new period the old targets will roll over and you can add or take away from them. Keeping the end date open the allocation will run as long as you need. If you try to delete out an allocation it will not modify the data but the original setup will be lost. There is a warning screen if it was an accidental click.

Adding an Allocation.

To add an allocation for a product select the "Add Allocation Button". The following screen will appear:

Use the scroll or the filter option to find a site and select a product you want to allocate from. Any product that is in this screen, does not have an allocation yet and is available to allocate. After you select a product you will be prompted to input in a start date and you can also add in a description for the new period. Make sure it matches the other products if they come on at the same time. When the date info has been added then the target selection screen will appear: To add in sites select the site on the right using the filter to find it and click and drag over or double click. Shift and Ctrl select is also allowed here. Next add in a allocation code to determine a Test Derivation Method. A full list can be seen in the next section of this page for reference. A feature of adding in other allocations for a site is that if one product has been added in then the others will be able to automatically fill in the matching targets. You will also be able to do this in monthly allocation setup, this is why is recommended to start your daily first. When all targets have been added in then save your changes.

Test Methods

In order for you allocation to work it need extra information to go off of based on what test method is used.

Here are the definitions that can be used:

Oil Test Methods

T - Fixed Ratio	Locates the most recent daily test value and applies it as a fixed ratio within the allocation. This is the most common method used. To learn how to add a daily test click here.
H - Hours On X Test	Uses the most recent daily test value and calculates a new value by taking the test value divided by hours on times 24 hours: ((test value/hours on)*24)
D - Define Value	A special allocation method that uses whatever value is listed as the entered production for a day is to be kept whole and all other wells in the allocation share whatever production in the source file remains.
E - Gas Production	The current day’s gas production is used for the test. When using this method you must make sure that the gas production records exist, either by entry or proper ordering of the products in the allocation. A gas test value will be zero if gas records are absent.
J - Custody Meter	This method retrieves the sum of the current day and product's oil meters on the well and applies that volume as the allocated volume as long as the sum of this value plus any other products in the allocation that use methods D, J, M or R is less than or equal to the total volume in the source. If the source is less than the total amount it will receive a proportional amount based on it's relative value within the other defined types. Nothing will be allocated if an oil test value is absent.
L - LACT Meter	The sum of the oil LACT meters for the current day and product are used as the test value. Zero will be the test value used if oil values are absent.
O - Gas Yield	This method calculates the test value by retrieving the most recent test value and the sum of the gas production for the day. The Gas Yield method derives the test value using the formula: (TEST/1000) x GASPROD. When using this method be sure to check that the gas product(s) are either entered or allocated previously.
R - Turbine Meter	This method retrieves the current day's oil test value and applies that volume as the allocated volume as long as the sum of this value plus any other products in the allocation that use methods D, J, M or R is less than or equal to the total volume in the source. If the source is less than the total amount it will receive a proportional amount based on its relative value within the other defined types. Zero will be the test value used if oil values are absent.
S - LACT w/CI+Sales	This method is used for battery to pad allocations. Source is allocated using LACT meters then the pad sales and then change in inventory is added back in.

Gas Allocation Methods Available

T - Fixed Ratio	Locates the most recent daily test value and applies it as a fixed ratio within the allocation. This is the most common method used. To learn how to add a daily test click here.
H - Hours On X Test	Uses the most recent daily test value and calculates a new value by taking the test value divided by hours on times 24 hours: ((test value/hours on)*24)
D - Define Value	A special allocation method that uses whatever value is listed as the entered production for a day is to be kept whole and all other wells in the allocation share whatever production in the source file remains.
C - Check Meter	This method sums the meter volumes on the current product and day where the meter is defined with a disposition type 'Check Meter'. The Check Meter methods will default to using the most recent daily gas test as a fixed ratio if gas records are absent.
G - Gas Oil Ratio	The test is determined by resolving the most recent daily gas test which is the ratio to use and the finding the total oil production for the day and applying the formula: OILPROD x RATIO. When using this method ensure that the oil production is either entered or allocated prior to the gas product.
F - Hours x Test w/Gas Lift Recalculation	This method starts by following the same process as type H but recalculates the production after the allocation is complete by deducting any gas lift. The volume for the gas lift is determined by adding up the meter volumes for the current day and product where the disposition specified is 'Gas Lift'.
K - Oil Production	The current days oil production is used for the test. When using this method you must ensure that the oil production records exist, either by entry or proper ordering of the products in the allocation. If no oil records are found the test value used will be zero.
M - Meter Test	This method retrieves the sum of the current day's gas check meters for the product and applies that volume as the allocated volume as long as the sum of this value plus any other products in the allocation that use methods D, J, M or R is less than or equal to the total volume in the source. If the source is less than the total amount it will receive a proportional amount based on it's relative value within the other defined types. If check meter records do not exists for the current day then it will be allocated zero.
Q - Metered Gas in Gas Lift Allocation	This method is designed to work explicitly with other products on the well defined as type 'F' to allow wells to be included in the allocation that are only used to reduce the source volume from the return gas meter. It retrieves the sum of the custody meter volumes on the product as the test value. Updates are not made to product records with Metered Gas in Gas Lift Allocation.
V - Water Production	The water production for the current day is used for the test. When using this method you must ensure that the water production records exist, either by entry or proper ordering of the products in the allocation. If water records are not found, the test value used will be zero.

Water Allocation Methods Available

T - Fixed Ratio	Locates the most recent daily test value and applies it as a fixed ratio within the allocation. This is the most common method used. To learn how to add a daily test click here.
H - Hours On X Test	Uses the most recent daily test value and calculates a new value by taking the test value divided by hours on times 24 hours: ((test value/hours on)*24)
D - Define Value	A special allocation method that uses whatever value is listed as the entered production for a day is to be kept whole and all other wells in the allocation share whatever production in the source file remains.
W - Water Oil Ratio	The test is determined by resolving the most recent daily water test which is the ratio to use and the total oil production for the day and applying the formula: OILPROD x RATIO. When using this method, you should ensure that the oil production is either entered or allocated prior to the water product.
Z - Oil Water Ratio with Source Update	This method derives a test value using a Oil/Water ratio. The ratio used is the most recent daily water test which is multiplied by the sum of the oil production for the day. Once all targets have been allocated the source water record is either created or updated with the sum of all target products in the allocation.
Y - Gas Water Ratio with Source Update	This method derives a test value using a Gas/Water ratio. The ratio used is the most recent daily water test which is multiplied by the sum of the gas production for the day. Once all targets have been allocated the source water record is either created or updated with the sum of all target products in the allocation.
E - Gas Production	The sum of the total gas production on the well is used for the water test. When using this method be sure to check that the gas product(s) are either entered or allocated previously.
K - Oil Production	The current day's oil production is used for the test. When using this method you must ensure the oil production records exist, either by entry or proper ordering of the products in the allocation. Zero will be the test value used if oil values are absent.
O - Gas Yield	This method calculates the test value by retrieving the most recent test value and the sum of the gas production for the day. It derives the test value using the formula: (TEST/1000) x GASPROD. When using this method ensure that the gas product(s) are either entered or allocated previously.