Market Master. Market Master Maintenance

Transcription

1 Market Master 1 Market Master Maintenance 2 Setting Up Dispositions 2.1 Add a Disposition 2.2 Edit a Disposition 2.3 Copy a Disposition 2.4 Comments from the Battery Balance 3 4 Setting Up Purchasers 5 6 Setting Up Participant Details 7 Nominations/User Input 8 Overriding Heat Content 9 Contract Percent 9.1 Contract Split Input Screen 9.2 Calculations 10 Market Master Mass Maintenance 10.1 Modify Purchaser 10.2 Modify Destination 10.3 Copy One Product to Another 10.4 Copy One Destination to Another Copy One Facility to Another 11 Participant Groups Market Master Maintenance Market masters are extremely flexible master files that let you define complex product marketing arrangements. The Market Master stores all contract data, derives sales allocations to available volumes, and ties dollars to the allocations. Market Master functionality lets you identify how all products are to be distributed based on contracts, priorities, and ownership, which reflects how you conducts business. Many marketing situations revolve around partners taking their share of products in kind, selling lease fuel, load oil or injection volumes, inventory, and transferring products from one facility to another. Production Accountants should understand these scenarios and the policies behind them before creating the Market Master records. A Market Master is set up whenever you have an end point, wherever you are going to start actually booking revenues, or doing a pipeline split. Market Masters are maintained at a facility level. This can be a battery, GGS (if gas flow) or a plant: 1. Highlight a facility in Explorer. 2. Select the Market Master menu option.

2 Buttons for Mass Maintenance and Close are available at the top of the screen. Mass maintenance will be covered in a later section. There are buttons to navigate to Pricing and the Energy Override screens. There are buttons for Contract Percent and User Input that are active when set up. If the Freeze Splits functionality is being utilized, the column to the left of the sequence will contain a snowflake icon (

3 ) to indicate that the disposition is frozen. There are three levels of detail in a Market Master: Dispositions: Represents the physical point of sales (i.e. pipeline, truck terminal etc.) Purchasers: The individual or company who is designated as the Purchaser of the product. Participants: An individual or company who owns the product for market. Each section has similar action buttons including Add, Edit, Copy, or Delete. Setting Up Dispositions The first step is to set up the delivery system in Market Master. Dispositions are split into three areas: Product - This represents the product you are marketing. Delivery System - This represents the actual delivery system that you delivered your product on. This will match your facility balance. Allocation Group - This area allows you to split one delivery into multiple levels. Note: For every Battery OIL balance disposition of type Delivery (that is Not Transfer and NOT injection), There must be a matching disposition entry in the market master (matching means Delivery ID + Disposition Sequence #). For Every Plant balance dispositions and in case of gas flow, for every Gas or byproducts dispositions for battery and GGS, there must be a matching disposition entry in the market master (matching means Delivery ID + Disposition Sequence #). Add a Disposition 1. Select the Add Disposition button. A new screen will open. The Dispositions from each Balance screen will appear in the top grid. You can highlight a disposition to set up details or enter new data.

4 Disposition > Delivery System: ADD DISPOSITION Product Disposition Type Drop-down list of products applicable to the facility type. Options include (for Product OIL when Facility Type is Battery): Blending Shrinkage Delivery Fire Injection Spill Theft Transfer Options include (for all other Products): Delivery Owner to Owner Transfer Owner to Owner Sale Fuel Sale Injection Return Fuel Purchased Lease Fuel Inventory Transfer Plant to Plant (when Facility Type is Plant) Destination Type Options include: Delivery System GGS Injection Plant Battery

5 Destination ID This field corresponds to Destination Type. Sequence Number Priority This is a unique Identifier. This user-defined field determines the order of allocation. Disposition > Allocation Groups: Allocation Groups are used to split one delivery into multiple levels. This determines the order in which the product is allocated on that specific delivery system. This is an important feature if there are owners who do not want to have inventories held in the facility (such as the APMC for AB oil crown volumes). Note: The owner(s) in your last allocation group will be allocated inventory at the facility. ADD DISPOSITION/ALLOCATION GROUP (SPLIT) Sequence Number Priority Allocation Method This user-defined field determines the order of allocation. This sets the order of allocation within disposition and can be used to override the Sequence #. A system-generated field with options including: Percentage by Purchaser User Input by Purchaser Well level Gas gathered Maximum = Available This is a Yes or No field. This allows allocation to exceed available. 2. Select Save. You will be taken back to the main Market Master screen. Note: The row will be displayed in red If the newly created Market Master disposition does not have a matching disposition on the Facility Balance screen. Edit a Disposition

6 1. Select the Edit Disposition button from the main Market Master screen. A new screen will open. You can change all fields except the Product and Disposition Type. 2. Select Save. You will be taken back to the main Market Master screen. Copy a Disposition

7 1. Highlight one disposition row and select the Copy Disposition button from the main Market Master screen. A new window will appear. 2. Select the Paste button. 3. Select Save. The system populates disposition details and the paste options are displayed at the bottom of the screen. Allocation group details must be filled in to differentiate this Market Master disposition from the copied one. Disposition - Paste Options: Paste options can be used to specify whether the purchasers and participants associated with the disposition should be copied as well. PASTE OPTIONS

8 Include Child Records This is a drop-down list with options including: None Purchasers Only Purchasers and Participants Comments from the Battery Balance In addition, Metrix displays comments in the Market Master that were entered in the battery balance. This will help you remember what each disposition sequence represents. The screenshot shows what the comments look like in the Market Master Add Disposition screen. This column is collapsed upon entering the Market Master in the main Market Master screen. Select the plus icon next to the Comment column heading to expand the field and view the truncated comments.

9 Select the minus icon to collapse the column once more. Setting Up Purchasers The next step in Market Masters is to link purchasers to your delivery or allocation groups. For the highlighted row in Dispositions the Purchaser s grid will show the linked purchasers. 1. Select the Add Purchaser button to add a purchaser.

10 Action buttons include Save and Create New, Save, Paste, Revert and Cancel. ADD PURCHASER Purchaser Type Available options include: Purchaser Facility Transfer Dilution Gas Netted Return Fuel Purchaser ID Sequence Use type ahead to populate this field. This is a user-defined field. This value must be unique. Revenue Received This is a Yes or No field. Not Received Reason If No options include: Adjust Inventory Product Exchange FH/ORR TIK Injection Outside Operator TIK Facility Transfer Include All Participants Included Battery ID Included Unit ID Participant Group Contract Reference This is a Yes or No field. No requires data entry in the Participant section. This field is optional. Use type ahead to populate this field. This field is optional. Use type ahead to populate this field. This field is optional. Use type ahead to populate this field. This is a user-defined field.

11 Contract Description Shipper Pipeline Contract Destination Code End Use Code This is a user-defined field. This is a user-defined field. This is an optional field containing a list of provinces/territories. This is an optional field that was previously used by SK for EM61 and 704 reporting. 2. Highlight a purchaser row. 3. Select the Copy Purchaser button from the main Market Master screen. A new window will appear. 4. Select the Paste button. The system populates the Purchaser Details. Note: The Sequence Number must be changed to differentiate this Market Master purchaser from the copied one. 5. Select Save. Setting Up Participant Details After you have created your disposition or allocations group and have attached purchasers, you can attach participant details to the purchaser. 1. Select the Add Participant button to add a participant to the highlighted purchaser. 2. Highlight a participant row. 3. Select the Copy Participant button. A new window will appear. 4. Select the Paste button.

12 The system populates the Participant Details. Note: Some details must be changed to differentiate this Market Master participant from the copied one. 5. Select Save. Note: You are able to treat outside receipts separately from internal receipts by selecting the Include All wells option Outside Receipts or Bty-t o-bty Transfer. ADD PARTICIPANT DETAILS Include All Participant Types Options include Yes or No. No requires Participant Type. This field allows you to reduce the number of participants required. For example, if All Participant Types = Yes this setting can replace the need for separate CRWN and XCRWN participants. Participant Type Available options include: WIO Crown Royalty Production Royalty Recovered Injection WI Transfer Crown Royalty Transfer Production Royalty Transfer Recovered Injection Transfer Exchange Owner(Volumetric) Exchange Owner(Financial) Include All Owners This is a Yes or No field. No requires Owner ID. Include Owner ID Include All Wells Use type ahead For all products: This is a Yes or No field. N o requires well/unit. When Product = Oil, two additional options are displayed ( Outside Receipts and Bty-to -Bty Transfer). See the Note below for more information. Entity Type Options include Well/Tract Entity ID This field corresponds to Type. Use type ahead to populate this field. Shipper Owner Contract This is a user-defined field. Note: If Include All Wells is Outside Receipts and Include All Participant Types is No, then then the Participant Type can only be Workin g Interest Transfer. If Include All Wells is Bty-to-Bty Transfers and Include All Participant Types is No, then only the following Participant Types can be selected: Working Interest Transfer Crown Royalty Transfer Production Royalty Transfer Recovered Injection Transfer Action buttons include Save and Create New, Save, Paste, Revert, and Cancel Nominations/User Input The User Input button is enabled when the allocation method on the Market Master at the disposition is set to User Input. This tells Metrix that

13 instead of using the calculations available Qbyte Metrix is to use the user inputs for the contracts. This will become a monthly input requirement for you. This input overrides the system allocated sales volume by purchaser. If you need to enter a nomination that is higher than the available for that purchaser, then you must change the Max = Available to No so that sales can exceed the available. Note: This can cause negative inventories. Turning on User Input adds a Force Sales = User Input field to the bottom of the Purchaser section. If set to Yes, it will allow allocation to zero or to negative volumes at an entity or owner level. Action buttons include Save, Revert, and Cancel. Edit Allowable Variances will activate when a purchaser is selected (using the checkbox).

14 Action Buttons include Save, Revert, and Cancel. ADD PARTICIPANT DETAILS Allow Maximum Volume Allow Minimum Volume Allow Percent Enter a volume. Enter a volume. Enter a percentage. Overriding Heat Content Qbyte Metrix allows you to override the sales gigajoules (GJ) by purchaser. Note: This does not override the GJ s available for sale, only the purchaser allocated contract GJ s.

15 Action buttons include Save, Revert, and Cancel.

16 The Purchaser Details from Market Master will appear with a data entry field for the GJs that may be overridden. Contract Percent Contract Percent provides functionality within the gas sales allocation to utilize percentages to calculate the available for a specific contract. Along with the percentage contract capability, you can also apply a maximum volume to the contract. Contract split activates when the allocation method on the Market Master at the disposition is set to Percentage (By purchaser or contract). Once the Allocation Method is flagged to P Percentage (By Purchaser/Contract) in the Market Master, the Contract Percent button will become enabled. It is recommended to place meaningful descriptions in your purchaser setups. This provides a visual aid to users confirming they are entering the correct information to the correct purchaser in the Contract Split Input window. Note: Contract percent cannot exceed 100% for one contract. Qbyte Metrix does not check or confirm whether the percentages across contracts total 100%, and it is not recommended to have the setups equal 100%. Instead, set up your percent contracts first, and then have the remaining volumes set up as a regular contract not utilizing the contract split feature. This setup would occur in an allocation group that occurs after the allocation group where the contract split is setup. This will result in fewer errors due to rounding. Contract Split Input Screen The Contract Split Input window allows you to enter the contract percent and the maximum volumes for each contract.

17 Action buttons include Save, Revert, and Cancel. You must enter the desired contract percent in the Percent column. Note: This volume cannot exceed 100%. If the contract has a maximum volume, enter this volume in the Maximum Volumes field for the contract. Do not enter anything if there is no maximum volume. This is not a mandatory field if not needed. Note: Maximum volumes are cleared after every month end roll process. You must enter this maximum volume every month before completing any split process. Calculations 1. If using the Percent only and no Maximum Volume: Qbyte Metrix calculates the actual available volume based on the participant setup under the purchaser. Qbyte Metrix will then apply the percent entered against this volume to calculate the actual sales volume to be applied to the contract. 2. If using the Percent and Maximum Volume: Qbyte Metrix calculates the actual available volume based on the participant setup under the purchaser. Qbyte Metrix then applies the percent entered against this volume. This calculated volume is then compared to the entered maximum volume. If the calculated sales volume exceeds the maximum volume, then the sales volume will be reduced to the maximum volume allowed for that contract. Market Master Mass Maintenance 1. Select the Mass Maintenance button at the facility requiring a Market Master.

18 or Select the Mass Maintenance option from the menu Master > Market Master > Mass Maintenance. 2. Select an action: Modify Purchaser Modify Destination Copy one Product to another Copy one Destination to another Copy one Facility to another 3. Enter the Entity that will be modified/copied FROM and other details (I.e. purchaser, destination, product, facility etc.) and select View Source. 4. Select the applicable purchaser, destination, product, facility or use the Select All button. 5. Select the View Destination button. 6. Select the appropriate destination product or entity or entities. 7. Select the Perform Action button once the Source/Destination selections are complete. Note: Use these actions with caution: When the action is Modify - If there is already an existing disposition matching the Destination Disposition then it is ignored. A warning message is displayed at the top of the screen indicating that some of the Destination Dispositions were ignored. When the action is Copy - Any existing Market Master for the TO Facility/Date will be deleted first, then the FROM information will be duplicated into the Market Master. COMMON MASS MAINTENANCE BUTTONS Reset Cancel This button resets the screen to its original values. This button brings you back to Market Master. Note: The button is only visible when the Ma ss Maintenance button is selected from the Market Master screen. View Source After criteria for Source Disposition is entered use this button to populate the grid. Select All This button selects all rows in the grid.

19 Deselect All View Destination Perform Action This button clears the selection of all rows in the grid. This button populates the destination grid. This button modifies or creates the Market Masters. Note: As part of the market master mass maintenance, system generated amendments for control groups will be created when market masters for past production dates are changed. These Amendments can be viewed and scheduled from the Amendment Maintenance screen. Modify Purchaser The window will automatically open to this option. Action buttons include Reset, Cancel, View Source, Select All, Deselect All, View Destination and Perform Action. MODIFY PURCHASER SOURCE DATA Production Date This modifiable field defaults to the current system production date. Note: The production date cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Entity Type This is a drop-down field with options including: Battery GGS Plant Control Group Note: The entity type cannot be edited when you select the Mass Maintenance button fro m the Market Master screen. Entity ID This field should be populated based on what entity type has been selected. Note: The Entity ID cannot be edited when you select the Mass Maintenance button from the Market Master screen.

20 Purchaser ID This is the Owner ID of the Purchaser you wish to modify. 1. Enter the Purchaser you are Modifying. 2. Select the View Source button. The grid will be populated with dispositions as set up in Market Master based on the criteria entered in the Source Dispositions section. 3. Once the grid is populated, select the row or rows that are to be modified by highlighting them (or use the Select All button). 4. Once the rows are highlighted, move to the Destination Disposition section. MODIFY PURCHASER DESTINATION DATA Purchaser ID This is the Owner ID of the Purchaser you wish to replace the Source purchaser. 5. Enter the Purchaser to be Modified TO in the Destination Dispositions section. 6. Select the View Destination button and the grid will populate with dispositions from Market Master based on the criteria entered in the Destina tion Dispositions section. 7. Once the grid is populated select the row or rows that are to be modified to by highlighting them (or use the Select All button). 8. Once the correct rows are highlighted, select the Perform Action button. The purchaser for the selected Market Master rows will be modified to the TO Purchaser. Note: The screen will retain the Source Disposition criteria. Modify Destination

21 Action buttons include Reset, Cancel, View Source, Select All, Deselect All, View Destination and Perform Action. MODIFY DESTINATION SOURCE FIELDS Production Date This modifiable field defaults to the current system production date. Note: The production date cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Entity Type This is a drop-down field with options including: Battery GGS Plant Control Group Note: The entity type cannot be edited when you select the Mass Maintenance button fro m the Market Master screen. Entity ID This field should be populated based on what entity type has been selected. Note: The Entity ID cannot be edited when you select the Mass Maintenance button fro m the Market Master screen.

22 Disposition Type If Facility Type is Battery options include: Delivery Injection Transfer for Market Transfer for Fuel Fire Theft Spill Blending Shrinkage If Facility Type is GGS options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Owner to Owner transfer Owner to Owner Sale Delivery Injection If Facility Type is Plant options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Owner to Owner transfer Owner to Owner Sale Plant to Plant Delivery Injection If Facility Type is Control Group options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Owner to Owner transfer Owner to Owner Sale Plant to Plant Delivery Injection Transfer Fire Theft Spill Blending Shrinkage Destination Type This is a drop-down field with options including: Delivery System Plant GGS Battery injection Destination ID This field should be populated based on what destination type has been selected. 1. Enter the Entity type, Entity ID, Disposition Type, as well as the Destination type and Destination ID that is being Modified. 2. Select the View Source button. The grid will be populated with dispositions as set up in Market Master based on the criteria entered in the 3. Once the grid is populated, select the row or rows that are to be modified by highlighting them (or use the Select All button). 4. Once the rows are highlighted, move to the Destination Disposition section. Source Dispositions section.

23 MODIFY DESTINATION FIELDS Destination Type This is a drop-down field with options including: Delivery System Plant GGS Battery Injection Destination ID This field should be populated based on what destination type has been selected. 5. Enter the Destination Type and Destination ID to be Modified TO in the Destination Dispositions section. 6. Select the View Destination button and the grid will populate with dispositions from Market Master based on the criteria entered in the Destina tion Dispositions section. 7. Once the grid is populated select the row or rows that are to be modified by highlighting them (or use the Select All button). 8. Once the correct rows are highlighted, select the Perform Action button. The Destination Type and Destination ID for the selected Market Master rows will be modified to the TO Destination Type/ID. Note: The screen will retain the Source Disposition criteria. Copy One Product to Another This option is most commonly used to set up by-product Market Masters.

24 Action buttons include Reset, Cancel, View Source, Add, Clear, Select All, Deselect All, View Destination and Perform Action. ONE PRODUCT TO ANOTHER SOURCE DATA Production Date This modifiable field defaults to the current system production date. Note: The production date cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Facility Type This is a drop-down field with options including: Battery GGS Plant Note: The facility type cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Facility ID This field should be populated based on what facility type has been selected. Note: The facility ID cannot be edited when you select the Mass Maintenance button fro m the Market Master screen. Product This is a drop-down field with products applicable to facility type. 1. Select the Product you are copying FROM. 2. Select the View Source button. The grid will be populated with dispositions as set up in Market Master based on the criteria entered in the 3. Once the grid is populated, select the row or rows that are to be copied by highlighting them (or use the Select All button). 4. Once the rows are highlighted, move to the Destination section. Source Dispositions section.

25 ONE PRODUCT TO ANOTHER DESTINATION FIELDS Product Select the Add button to select one or multiple products. Options include: 5. Select the Add button to select the Product(s) to Copy TO. RAWGAS - Raw Gas OIL - Oil WCOND - Wellhead Condensate GAS - Gas CO2 - Carbon Dioxide CO2MX - Carbon Dioxide Mix CO2SP - Carbon Dioxide Spec C1MX - Methane Mix LITEMIX - Lite Mix H2O - Water COND - Condensate LPGNGL - LPG/NGL C2 - Ethane C2MX - Ethane Mix C2SP - Ethane Spec C3 - Propane C3MX - Propane Mix C3SP - Propane Spec C4 - Butane C4MX - Butane Mix C4SP - Butane Spec IC4MX - Iso-Butane Mix IC4SP - Iso-Butane Spec NC4MX - Normal Butane Mix NC4SP - Normal Butane Spec C5 - Pentane C5MX - Pentane Mix C5SP - Pentane Spec IC5MX - Iso-Pentane Mix IC5SP - Iso-Pentane Spec NC5MX - Normal Pentane Mix NC5SP - Normal Pentane Spec C6 - Pentane Plus C6MX - Pentane Plus Mix C6SP - Pentane Plus Spec SUL - Sulphur 6. Select the View Destination button and the grid will populate with dispositions from Market Master based on the criteria entered in the Destina

26 tion Dispositions section. 7. Once the grid is populated select the row or rows that are to be copied to by highlighting them (or use the Select All button). 8. Once the correct rows are highlighted, select the Perform Action button. Any existing Market Master matching the Destination Disposition for the TO Product will be deleted first, then the FROM information will be duplicated into the Market Master. Copy One Destination to Another Action buttons include Reset, Cancel, View Source, Select All, Deselect All, View Destination and Perform Action. DELIVERY SYSTEM TO ANOTHER SOURCE FIELDS Production Date This modifiable field defaults to the system production date. Note: The production date cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Facility Type This is a drop-down field with options including: Battery GGS Plant Note: The facility type cannot be edited when you select the Mass Maintenance butt on from the Market Master screen.

27 Facility ID This field should be populated based on what facility type has been selected. Note: The Facility ID cannot be edited when you select the Mass Maintenance button fro m the Market Master screen. Product This is a drop-down field containing products applicable to Facility Type. Disposition Type If Facility Type is Battery options include: Delivery Injection Transfer Fuel Sale (Gas Flow only) Return Fuel (Gas Flow only) Purchased Lease Fuel (Gas Flow only) Inventory Transfer (Gas Flow only) If Facility Type is GGS options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Delivery Injection If Facility Type is Plant options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Plant to Plant Delivery Injection Destination Type Options include: Delivery System Plant GGS Battery injection Destination ID Sequence Allocation number Priority Allocation Priority This field should be populated based on what destination type has been selected. This field is optional. This field is optional. This field is optional. This field is optional. 1. Enter the Destination information that is being Copied from. 2. Select the View Source button. The grid will be populated with Dispositions as set up in Market Master based on the criteria entered in the Source Dispositions sectio n. 3. Once the grid is populated select the row or rows that are to be copied from by highlighting them (or use the Select All button). 4. Move to the Destination section once the rows are highlighted. ONE DESTINATION TO ANOTHER DESTINATION FIELDS

28 Disposition Type If Facility Type is Battery, options include: Delivery Injection Transfer Fuel Sale (Gas Flow only) Return Fuel (Gas Flow only) Purchased Lease Fuel (Gas Flow only) Inventory Transfer (Gas Flow only) If Facility Type is GGS, options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Delivery Injection If Facility Type is Plant, options include: Fuel Sale Return Fuel Purchased Lease Fuel Inventory Transfer Plant to Plant Delivery Injection Destination Type Options include: Delivery System Plant GGS Battery injection Destination ID Sequence Allocation number Priority Allocation Priority This field should be populated based on what destination type has been selected. This field is optional. This field is optional. This field is optional. This field is optional. 5. Enter the Destination information. 6. Select the View Destination button. The grid will populate with dispositions from Market Master based on the criteria entered in the Destination Dispositions section. 7. Once the grid is populated, select the row or rows that are to be copied to by highlighting them (or use the Select All button). 8. Select the Perform Action button once the correct rows are highlighted. Any existing Market Master matching the Destination Disposition will be deleted first, then the FROM information will be duplicated into the Market Master. Note: The screen will retain the Source Disposition criteria and allow you to repeatedly change the Destination Disposition criteria if there are multiple properties to copy to. Copy One Facility to Another

29 Action buttons include Reset, Cancel, View Source, Select All, Deselect All, View Destination and Perform Action. FACILITY TO FACILITY SOURCE FIELDS Production Date This modifiable field defaults to the current system production date. Note: The production date cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Facility Type This is a drop-down field with options including: Battery GGS Plant Note: The facility type cannot be edited when you select the Mass Maintenance butt on from the Market Master screen. Facility ID This field should be populated based on what facility type has been selected. Note: The Facility ID cannot be edited when you select the Mass Maintenance button fro m the Market Master screen. 1. Enter the Facility that is being Copied from. 2. Select the View Source button. The grid will be populated with dispositions as set up in Market Master based on the criteria entered in the 3. Once the grid is populated, select the row or rows that are to be copied from by highlighting them (or use the Select All button). 4. Move to the Destination section once the rows are highlighted. Source Dispositions section.

30 FACILITY TO FACILITY DESTINATION FIELDS Start Date End Date Facility Type Facility ID This modifiable field defaults to the source production date. This modifiable field defaults to the source production date. This modifiable field defaults to the source facility type. This modifiable field defaults to the source facility ID. 5. Enter the Start Date, End Date, Facility Type and Facility ID to copy TO. 6. Select the View Destination button The grid will populate with dispositions from Market Master based on the criteria entered in the Destination Dispositions section. 7. Once the grid is populated select the row(s) to be copied to by highlighting them (or use the Select All button). 8. Select the Perform Action button once the correct rows are highlighted. Any existing Market Master matching the Destination Disposition will be deleted first, then the FROM information will be duplicated into the Market Master. Note: The screen will retain the Source Disposition criteria and allow you to repeatedly change the Destination Disposition criteria if there are multiple facilities to copy to. Participant Groups Participant groups is a flexible tool that creates a user-defined grouping of entities and/or owners. The Market Master can then reference this participant group. This decreases the time for Market Master setup where groupings occur throughout the market masters, thus alleviating duplicate cumbersome setups.

31 Action buttons include Save, Revert, Cancel, Add Entity to Group, Specify Owner to Facility, and Delete Entity. PARTICIPANT GROUP Production Date Participant Group ID Participant Group Name Member Entity Type This field is preset; however, it can be entered. Enter an ID. Enter a name for the group. This is a drop-down field with options including: Battery Owner Tract Unit Well Once the Member Entity Type is entered the Add Entity to Group button becomes enabled.

32 1. Select the Add Entity to Group Button. An Advanced Search window opens. Action buttons include Search and Clear. PARTICIPANT GROUP ENTITY ID ADD ADVANCED SEARCH Production Date Entity ID Entity Name Province Government Code This is a preset field. Enter an ID or partial ID. This field is optional. Enter a name or partial name. This field is optional. This is a drop-down field. Enter a government code or partial government code. This field is optional. Once Search is selected a list of possible entities appears. Action buttons include Select and Return, Select All and Deselect All.

33 2. Select the appropriate entities and return to the Participant Group Maintenance screen. The participant group may now be used in Market Master set ups. When the Member Entity Type is Battery, tract, Unit or Well the Owner can also be specified.

34 3. Highlight the entity row(s) and the Specify Owner to Facility button becomes enabled. 4. Select this button and an Owner - Advance Search window appears. 4. Enter or search for an owner(s). Select the owner(s). The owners appear in a new attached grid.

35 5. Select Save.