I created this slide show for our yearly Ascent conference to market our training program.

16. RAMQ

17. RAMQ

21. In RightAngle.NET, you can select one of four pre-defined desktop arrangements using Layout Manager.

25. Custom Templates appear in the template list in the Trading Desktop Associate a Scrap with a Custom Template for advanced functionality Create multiple versions of a single deal template Add data elements associated with a Deal or a Provision to a Custom Template

29. How well can you use the user interface manager? The label can be moved independently of the control.

30. Because project teams need deep, cross-functional training, we offer a set of standard classes, which typically provide the foundation required to get your project team going.

31. This standard week of training provides the sound foundation that your team needs to start making configuration decisions.

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34. Deal Details define Product and Location Detail ( Product A at Location X ) Detail ( Product A at Location Y ) Detail ( Product B at Location Y ) Detail ( Product C at Location Z )

35. 1 Product at 1 Location for 2 Periods This Deal will create ___ Transfers 1 Product at 1 Location for 3 Periods 1 Product at 1 Location for 1 Period 1 Product at 1 Location for 2 Periods = 3 Transfers = 1 Transfer = 2 Transfers = 2 Transfers The Deal Effective Dates must span all Periods Details can be for different periods of time, and that determines how many transfers they create Deal Details Periods 1 2 3 4 Detail ( Prd A / Loc X ) A / X Detail ( Prd A / Loc Y ) A / Y Detail ( Prd B / Loc Y ) B / Y Detail ( Prd C / Loc Z ) C / Z

36. 1 Product at 1 Location for 2 Periods This Deal will create ___ Transfers 1 Product at 1 Location for 2 Periods = 2 Transfers = 2 Transfers Deal Details Periods 1 2 3 4 Detail ( Prd A / Loc X ) A / X Detail ( Prd A / Loc Y ) A / Y Detail ( Prd B / Loc Y ) B / Y Detail ( Prd C / Loc Z ) C / Z The Deal Effective Dates must span all Periods 1 Product at 1 Location for 3 Periods 1 Product at 1 Location for 1 Period = 3 Transfers = 1 Transfer Details can be for different periods of time, and that determines how many transfers they create Our standard SolArc RightAngle courses provide topical, process and business case education. We ensure that your end users understand basic functional skills. We deliver an understanding of system-wide implications and teach you how what you do impacts others.

37. How well do your end users understand the rules for Effective Dates?

39. 1/1/08 1/1/08 12/31/08 When a deal is first created, the Deal Detail Effective Dates will match the Deal Header Effective Dates. Deal Details are linked to the Deal Header.

44. 8/1/08 1/1/08 9/1/08 12/31/08 When Effective Dates become re-aligned, they re-link. This rule is true whether you are changing by extending or by restricting. Primary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision

45. 1/1/08 9/1/08 8/1/08 12/31/08 When the date on the Deal Header is changed, all “linked” Deal Details and Provisions are also changed. Everything has to fall within the new Effective Dates of the Header. When you move a Pricing Provision or a Deal Detail to where the effective dates match the level above them, they “re-link” with that level. The Secondary Pricing Provision Moves because it is linked to the Deal Detail—NOT the Primary Pricing Provision. Primary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision

46. 1/1/08 Secondary Pricing Provision Secondary Pricing Provision 9/1/08 Secondary Pricing Provision 12/31/08 Remember that the Primary and Secondary Provisions are not linked to each other. And an object that isn’t linked doesn’t move. Primary Pricing Provision

47. 1/1/08 9/1/08 12/31/08 Everything except the first Pricing Provision is re-linked, so when the Effective Date of the Deal Header is extended, they all automatically extend with it. Note that the third Secondary Pricing Provision is linked to its Deal Detail and so moves with it. Primary Pricing Provision Primary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision

48. 1/1/08 Secondary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision Secondary Pricing Provision 12/31/08 Primary Pricing Provision Secondary Pricing Provision Primary Pricing Provision A deal can have many configurations of dates on its Deal Details, Primary Pricing Provisions and Secondary Pricing Provisions. Secondary Provisions are unlimited and can overlap. Primary Pricing Provision

49. 1/1/08 12/31/08 Primary Pricing Provision Primary Pricing Provision For a Deal to be activated, each Deal Detail must have some Primary Pricing Provision active during its entire Effective Dates, but they cannot overlap. Primary Pricing Provision Primary Pricing Provision

50. SRA Trade Management Process (more effectively schedules and markets barrels) Lease Info Lease Info Lease Info Before Now Multiple Leases can be associated with a Single Deal Detail Leases and Deal Detail(s) are linked Leases are set up separately from Deals Each Lease was set up as a Deal Detail Use of Leases impacted performance of SRA

51. Deal Detail ( Gathering Point ) Future Obligation quantity creates Transfer Quantity for the scheduler. Then the information flows downstream through SRA as usual Deal Detail's Future Obligation Quantity is the sum of barrels from the leases associated with that Detail LeaseCenter AutoMatcher processes run tickets and actualize Orders Barrels are scheduled from Deal Detail, not from Leases Barrels from Lease 3 Barrels from Lease 2 Barrels from Lease 1 Receipts Deliveries Future Obligation Quantity Transfer Quantity LeaseCenter shows number of barrels moving from Leases to a Deal Detail (gathering point)