Voyage Viewer Business Example ScenarioC3 product on a barge originating in Galveston with deliveries in Panama City and Sarasota, then returning to Galveston. DetailsAt Galveston, there is a Receipt based on our purchase and a Delivery onto the vessel. In Panama City there is a Receipt off the vessel and a Delivery to Panama City. In Sarasota there is a Receipt off the vessel and a Delivery at Sarasota. Creating a new voyageCreate a new spot barge voyage on Voyage Viewer. Creating the barge deal in Voyage Viewer eliminates the need to create the deal separately. The voyage name entered becomes the name of the order batch. The Default Balance should be held at the destinations (Panama City and Sarasota). Adding voyage locationsThe deal details can be added to the deal in Voyage Viewer by using either the Voyage Locations panel or the Scheduling Lines panel.Adding locations from the Voyage Locations panelAdding voyage locations from the Voyage Locations panel allows you to identify the origins and destinations (the deal details). Add an origin for C3 at Galveston and two destination details, one for Panama City and another for Sarasota. Note that the (Un)Load From and To dates default to the first day of the current month and end at a year.Adding locations from the Scheduling Lines panelAdding voyage locations in the Scheduling Lines panel involves opening the Search Transfers report. Select the one Receipt and two Deliveries corresponding to this deal. The selected transfers populate the Scheduling Lines with blue flags and the system auto-completes the Voyage Locations.Editing voyage locationsChange the (Un)Load From and To dates of the origin at Galveston to a 5-day period. Change Panama City to the 10th - 15th, and Sarasota to the 20th - 25th. This updates when the vessel will be at a certain location and for how long. Notice that the Timeline reflects these updates. Expected ResultsAfter saving the voyage, the blue flags are removed and the voyage name displays in the Voyages panel (on the left). All three transfers have updated to Matched Status. Transfers are batched with the same name as the voyage (now called an order batch).
If you add Sarasota as a second destination, balance configuration will configure so that if you have a 60/40 split. If you’re taking 60% of the product to Panama City, and 40% of it to Sarasota, it’ll create or update your balance configuration so I have 60% of my inventory being held at Panama City and 40% being held at Sarasota.*************************************************************************it’s going to reconfigure the balance configuration to incorporate Miami. If you replace Abbeville with Miami, it’ll change it so 100% of everything in balance will be held at Miami and 0 is being held at Abbeville. If you add Miami as a second destination, it will set up the balance configuration so that if you have a 60/40 split, if you’re taking 60% of the product to Abbeville, and 40% of it to Miami, it’ll create or update your balance configuration so I have 60% of my inventory being held at Abbeville and 40% being held at Miami.Right Angle is looking for the destination if I say hold balance at destination and it’s saying, since that’s where you want to hold inventory, I have to configure the inventory balance so that that works out, so it’s showing inventory at whatever destination (s) have been selected on here.Not only adding destinations, but adding lines at those destinations changes that ratable configuration. So one time you save, you may have a 60/40 split, but next time you save, you may have a 70/30 split and the balance configuration will update that. Or you might change the quantity on your scheduling lines. All of these things update the balance configuration.
Creating a new voyageCreate a new spot barge voyage on Voyage Viewer. Creating the barge deal in Voyage Viewer eliminates the need to create the deal separately. The voyage name entered becomes the name of the order batch. The Default Balance should be held at the destinations (Panama City and Sarasota).
I have 10 ships I might receive Notice of Readiness for 4 of them on the same dayIf I’m receiving the data electronically, I have to have a way to differentiate among those so I know which one to link to which voyageIf I’m entering NOR events directly in Voyage Viewer and capturing them at the Order level, I probably won’t want to capture a location because the location is on my order. If however I’m capturing NOR at the voyage level, I might want to include location as a 2ndary attribute on the events b/c I will have multiple NORs (one for each location) for that one voyage.
LeaseCenter Highlights: Capture lease information.Prices leases at the lease level.Associates leases to trading deals.Enter and maintain lease information through the LeaseCenter Maintenance window.Forecast monthly obligations at the gathering point using the sum of the leases’ calculated average quantities or one of several other options.Update multiple leases simultaneously.Update multiple pricing provisions simultaneously. ************************************************************ Enter and maintain lease information through the LeaseCenter Maintenance window.Forecasts monthly obligations at the gathering point using the sum of the leases’ calculated average quantities or one of several other options.Update multiple leases simultaneously.Update multiple pricing provisions simultaneously. Use three new, exclusive deal types (Lease Purchase, Lease Sale, and Lease Buy/Sell).Integrates with SRA’s core modules (Scheduling, Accounting, and RiskCenter).View audit lease history; such as, changed effective dates or changed lease operators. Ability to interface with the client’s existing Royalty system.Forecasts Lease production at the first gather point based on historical dataSupports lease activity in downstream SRA modules such as Accounting and RiskCenter
Matching ToolThe Matching Tool is used to match like location delivery and receipt transfers to create an order. It is accessed from the Scheduling Workbench when you have selected a workbench layout with multiple panels.To open the MatchingToolOn the Scheduling Workbench, click Layout Manager from the Scheduling Workbench Commands, or select Viewer Layout, Layout Manager. Note: This is not the same as the Master Layout Manager under the View menu, which is used for the overall layout of the desktop, and is not specific to the Scheduling Workbench. Select a layout that has multiple panels. Click OK. In a blank panel, click Change, Tool, and then click MatchingTool. The MatchingTool is displayed. To match delivery and receipt transfersOpen the Scheduling Workbench from the Scheduling Desktop Launcher . Select options in the Criteria fields to indicate which transfers you want to retrieve. Click Refresh on the toolbar. Transfers are displayed in rows. For definitions of the columns in the Transfers report, see Search Transfers. In the Transfers section of the Scheduling Workbench, click on a receipt or delivery transfer and drag it to the sentence, &quot;Drag a transfer from a workbench report to this text or use the &quot;Add to Matching Widget&quot; option to begin the matching process.&quot; Select a matching transfer from those listed in the Matching Transfer section of the tool. Click Match in the tool&apos;s toolbar. If the match is performed successfully, you will see an &quot;Order Created Successfully&quot; message at the top of the tool.
The order duplication process in S11 is exactly like the way it worked prior to S11 with one minor change. In S10 and prior versions, we used to have two registry settings (“Order/AutoDuplicate Transfer Columns” and “Order/AutoDuplicate Order Columns”) that determined which columns on the order and transfers were duplicated, and which columns reset to the default values. In S11, the customer will use workflows to handle this.Instead of having two registry settings (Order /Auto Duplicate Transfer Columns and order/AutoDuplicate Order Columns), the columns to be duplicated are determined by Workflows.
RA4: PowerBuilder rule inserted in databaseS11: Use Text Editor to Create Names*****************************************************************The ? options tab is the same as for the work bench, but on the order, this is how we define an order name. In RA 4 it was a PowerBuilder rule that they inserted it in the database, but here they can use our text editor to actually create their names. And they can go through by selecting stuff, like I want it to be movement plan plus the from date plus the location, and it’s a way for them to create a custom order name.
In PowerBuilder, the scheduling workbenches were centered around the commodity – such as Refined Products, Crude, etc. That’s not the appropriate level to schedule from.This is taking all that key data for a type of business (such as a pipeline) and narrowing down how you want to schedule for that business. Specify a template.Specify behaviors for each template, based on data:How you create an order for this type of businessWhat data you want defaulted on movement docs
Pipeline Deal Business Case ExampleIn this example, the scheduler is moving different products on the same pipeline to different product terminals. In other words, the same pipeline product is being received from several origin terminals and pumped to different destination terminals. On the Scheduling Workbench, the scheduler selects multiple receipt transfers and multiple delivery transfers for each terminal and matches them. A single order batch is created. This order batch contains a separate like location order for each receipt and delivery when more than two locations are selected for the same product, and an unlike location order when only two different locations are selected for the same product. For example, you are receiving propane (C3) at Bartlesville, C3 at Tulsa, and Isobutane (IC4) at Oklahoma City (OKC), moving it through Midwest Pipeline, and delivering C3 at Dallas and IC4 at Ft. Worth. On the Scheduling Workbench, you would select transfers of:Receipt of 100 barrels (bbls) of C3 at Bartlesville Receipt of 150 bbls of C3 at Tulsa Receipt of 200 bbls of IC4 at OKCDelivery of 250 bbls of C3 at Dallas Delivery of 200 bbls of IC4 at Ft. Worth After you click , and then Match from the drop-down, SRA locates the Midwest Pipeline deal(s) with segments of:C3 from Bartlesville to Dallas C3 from Tulsa to Dallas IC4 from OKC to Ft. Worth Since two segments have a destination of Dallas, a pop-up window opens asking you to select a segment for your delivery to Dallas. For this example, the segment Bartlesville -&gt; Dallas was selected. SRA then creates the following like location orders in the same order batch.100 bbls of C3 delivered to Midwest Pipeline at Bartlesville 150 bbls of C3 delivered to Midwest Pipeline at Tulsa 250 bbls of C3 received by Midwest Pipeline at Dallas In the same order batch, the following unlike location order is also created:50 bbls of IC4 delivered to Midwest Pipeline at Dallas, and 250 bbls of IC4 received by Midwest Pipeline at Ft. Worth. If you changed the volume on the Bartlesville/Midwest Pipeline order to 75 bbls, you must also adjust the order from Midwest Pipeline to Dallas unless you want the difference to remain in the pipeline.
Creating a new voyage<br />Copyright 2010 by SolArc, Inc. Confidential and Proprietary<br />4<br />
Why Capture Location on a Notice of Readiness (NOR) Event?<br />I received 4 NORs on the same day.<br />How do I know which ship I should link to each one?<br />NOR<br />NOR<br />NOR<br />NOR<br />
The LeaseCenter Story<br />A gathering point is any location where you want to start scheduling barrels<br />The oil is transported to a gathering point<br />Oil is produced at a lease<br />Lease<br />Purchase Deal: You can purchase product at a lease.<br />Sale Deal: You can sell product at a lease.<br />Buy/Sale Deal: You can receive product at a lease and deliver product at another location to the same counterparty.<br />SRA<br />LeaseCenter provides a way to integrate lease information with SRA so you know what bbls you have available for trading or scheduling. <br />You need to know how many barrels are going to a gathering point from a lease<br />
Crude Oil Lease Information (managed in detail by external royalty systems)<br />You must know how much product<br />Is coming out of leases so you <br />can make plans to market it.<br />SRA working with External Royalty Systems<br />
Deal flexibility<br />Think of a Deal like a Book<br />
Matching Tool<br />Can I use the Matching tool?<br />No<br />Yes<br /><br />Without Transportation<br />With Transportation<br /> Like Location <br />Order<br /> Unlike Location <br />Order<br />Use the Matching Tool to match like location delivery and receipt to create an order<br />R<br />D<br />R<br />D<br />Cannot use the Matching Tool to match unlike location delivery and receipt transfers<br />15<br />
Order Duplication in Order Viewer<br />Copyright 2010 by SolArc, Inc. Confidential and Proprietary<br />16<br />The Display New Orders box does not display when duplicating from the Order Maintenance Report, but the new rows will display in the report<br />Duplicate Order Default Settings:<br />Stored in the Scheduling Settings in the Scheduling Control Panel<br />3<br />1<br />2<br />
Click to Animate<br />Calculating Transfers<br />The Deal Effective Dates must span all Periods<br />Details can be for different periods of time, and that determines how many transfers they create<br />Product and Location on Deal Detail<br />1 Product at 1 Location for3 Periods<br />= 3 Transfers<br />1 Product at1 Location for 1 Period<br />= 1 Transfer<br />= 2 Transfers<br />1 Product at 1 Location for 2 Periods <br />1 Product at 1 Location for 2 Periods<br />= 2 Transfers<br />This Deal will create ___ Transfers<br />
Orders<br />Match supply and demand (receipt and delivery) transfers to create orders<br />Here’s how we will match our Transfers<br />The plan for how Transfers will satisfy each other--Created by matching together two or more Transfers<br />
Order name Configuration<br />Movement Plan<br />From Date<br />Location Abbreviation<br />Use Text Editor to Create Names<br />Options Tab is most important for an Order<br />MovementPlan +FromDate +LocationAbbreviation<br />1<br />Create Name by Selecting Columns <br />MovementPlan +FromDate<br />2<br />MovementPlan |<br />3<br />
Templates are designed around the key data for any combination of commodity, mode of transportation, or geography (European activity has different needs than US)<br />Rather than scheduling workbenches being centered around COMMODITIES<br />Templates<br />Design and organize the way you schedule for your business<br />
Create Forecast Transfers<br />A transfer will be created for each period in the receipt or delivery cycle. <br />Example:<br />You selected "By Month" in the By column, so the forecast covers a period of 10 months.<br />10 transfers will be created and a flag set to the left of each transfer.<br />
22<br />Two Products<br />One Pipeline<br />Receipt of 150 bbls of C3<br />Receipt of 200 bbls of IC4<br />Receipt of 100 bbls of C3<br />OKC<br />Bartlesville<br />Tulsa<br />Midwest Pipeline<br />Dallas<br />Ft. Worth<br />Delivery of 250 bbls of C3<br />Delivery of 250 bbls of C3<br />Transfers to select on the Scheduling Workbench<br />Segments and where they originate<br />Match<br />Pre-existing Segments<br />Since two segments have a destination of Dallas, a pop-up window opens asking you to select which segment to use for your delivery to Dallas. For this example, select Bartlesville -> Dallas.<br />These like location orders are created in the same order batch<br />In the same order batch, this unlike location order is created.<br />50 bbls of IC4 delivered to Midwest Pipeline at Dallas, and 250 bbls of IC4 received by Midwest Pipeline at Ft. Worth. <br />