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Sample Energy Software Slides


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Various Sample Slides From Classroom Training Classes

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Sample Energy Software Slides

  1. 1. Samples from Susan Vineyard<br />Solarc<br />
  2. 2. 2<br />Voyage Viewer Business Example<br />
  3. 3. Automatic Balance Configuration<br />3<br />100%<br />Add Destination<br />40%<br />Sarasota, Fl.<br />Panama City<br />Panama City<br />Galveston, Tx.<br />Galveston, Tx.<br />60%<br />
  4. 4. Creating a new voyage<br />Copyright 2010 by SolArc, Inc. Confidential and Proprietary<br />4<br />
  5. 5. 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 />
  6. 6. 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 />
  7. 7. 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 />
  8. 8. Deal flexibility<br />Think of a Deal like a Book<br />
  9. 9. Exchange Deal<br />Deliveries<br />No Purchase & No Sale<br />Balances impact Inventory <br />Receipts<br />Short<br />Position<br />One Deal<br />Long<br />Position<br />
  10. 10. Rack Sale Deal<br />The Rack Deal window simplifies the selection of counterparty contacts and seasonal monthly volumes.<br />
  11. 11. Purpose of In-house Deals<br />In-House Deals are used to Balance Strategies or Transfer Risk<br />
  12. 12. What is a Pricing Provision?<br />
  13. 13. Formula Tablet<br />
  14. 14. Report Viewer Launcher<br />Categories<br />About 300 “Canned” Reports<br />
  15. 15. 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 />
  16. 16. 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 />
  17. 17. 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 />
  18. 18. 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 />
  19. 19. 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 />
  20. 20. 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 />
  21. 21. Create Forecast Transfers<br />A transfer will be created for each period in the receipt or delivery cycle. <br />Example:<br />You selected &quot;By Month&quot; 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. 22. 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 -&gt; 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 />
  23. 23. Fill out your form<br />