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.

@@ Line 5: / Line 5: @@
 ;[[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]]'''
+;[[Monthly Oil Statement Purchaser Maintenance]]:Assign sites a purchaser.
-:::Set up a purchaser statement so that it can be imported into Prams.
+;[[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]]'''
+;[[Monthly Oil Statement Reconciliation]]:Using imported data, compare volumes from daily data to the statement finding any discrepancies for the month.
-:::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 Partner Reporting]]: Once Partner Sites have been established, reports can be created.
@@ Line 16: / Line 13: @@
 ;[[Regulatory Reports]]:Run the official reports for the federal and states reporting agencies.
-<!-- ;[[Run Ticket Reconciliation]]: -->