LINK System Customer Interface. Interconnect Reconciliation Screen

Transcription

1 Interconnect Reconciliation Screen 1

2 Interconnect Reconciliation Screen An Interconnect Reconciliation screen has been added to all Spectra Energy business units (where Spectra Energy business units interconnect). This enhancement will allow Spectra Energy s customers nominating to these interconnecting points to have the ability to view if their nomination(s) and the corresponding nomination(s) are in balance. Customer must have the Nomination or Nomination Inquiry role to view this screen. 2

3 Interconnect Reconciliation Screen To Access the Interconnect Reconciliation from the LINK Menu: select Nominations, Scheduled Quantity, Interconnect Reconciliation. 3

4 Interconnect Reconciliation Screen Select an interconnect from the drop down. If no interconnect is selected, an error message will display Interconnect Must Be Selected. 4

5 Interconnect Reconciliation Screen Location An interconnect can also be accessed by entering or selecting (Lookup) a Loc. The Loc entered must be the location of the business unit you are logged in as. Example: If you are logged in TE business unit, then a TE location number must be entered. When location is entered, it will populate the Interconnect filter. Example: If I enter the TE location for Moss Bluff then the Interconnect filter will automatically display MBHP. If a location for TE/AGT or AGT/TE is entered then it will default the Interconnect filter but gray out the location once the data is retrieved. This is due to TE/AGT and AGT/TE being Entity Level confirmations and locations are rolled up as one location. It will also populate the Interconnect location. Example: If I enter the TE location number for Moss Bluff (75773) then the Moss Bluff location for TE (45207) will automatically be populated in the Interconn Loc. 5

6 Interconnect Reconciliation Screen Location If you double click in the Loc, a lookup will display the Company s locations for the business unit you are logged in as. If you select an interconnect and double click on Loc, a lookup will display with the locations for that interconnect. Example left of this slide: Loc on TE which interconnects with ETNG. 6

7 Interconnect Reconciliation Screen - Dates Beg Date and End Date will default to Current Gas Day. These dates can be changed to capture one day, or more than one day, but not to exceed a month at time. If you enter more than a month then you will receive an error message Modify Begin and End Dates to limit data to one month. 7

8 Interconnect Reconciliation Screen - Filters All displays all transactions whether it is in balanced or out of balanced between the two interconnects. Out of Balance displays only transactions which are not balanced between the two interconnects. Default is Out of Balance. Scheduled displays all scheduled quantities only. Default is Scheduled if the gas day is scheduled. Requested displays all scheduled quantities and any pending requested quantities. Default is Requested if the gas day is not scheduled. 8

9 Interconnect Reconciliation Screen - Filters Summary rolls all transactions up by Service Requester Name, Up Name/Dn Name and Location Propriety. Except for the Interconnect between TE/AGT and AGT/TE. TE and AGT will roll up by Service Requester Name and Up Name/Dn Name due to it being on Entity Level confirmations. Only the TE/AGT and AGT/TE defaults to Summary. Detail gives a detail based on Service Requester Name, Up Name/Dn Name, Service Requester Contract and Location Propriety. All Business Units except TE/AGT and AGT/TE defaults to Detail. 9

10 Interconnect Reconciliation Screen Filters Unit of Measure All business units default is Dth. MNCA will default to Dth but a GJ button is available for customers to view GJ. When Unit of Measure is on GJ, there could be 1 Dth rounding issue due to the Conversion from Dth to GJ. A note to this affect is displayed at top of screen. 10

11 Interconnect Reconciliation Screen - Filters The following filters are available to customers: This will assist them in drilling down to a specific transaction(s). Svc Req Name Filters if customer has more than one company tied to their LINK ID. (Agency or Affiliations) Svc Req Contract Not available when filtering on Summary level. Is available when filtering on Detail level. Up/Dn Name 11

12 Interconnect Reconciliation Screen - Filter by Svc Req Name At the summary level on TE, ABC Energy is delivering to 5 parties. At the detail level on TE, ABC Energy filters on Dn Name ZYX ENERGY and it retrieves all contract data for both ABC Energy and ZYX ENERGY. 12

13 Interconnect Reconciliation Screen - Columns Data is populated in each of the columns listed based on the nominations entered for gas day(s). 13

14 Interconnect Reconciliation Screen Example: Out of Balance (TE/AGT Entity Level) ABC Energy logged in on TE and selected the interconnect AGT and clicks on the Retrieve button. It retrieves the Out of Balance and Scheduled records at the Summary level. ABC Energy (TE) is delivering 163 to YZ Energy (AGT). YZ Energy is receiving 164. Interconnect Reconciliation Screen displays a 1 Dth discrepancy. 14

15 Interconnect Reconciliation Screen Example: Balanced (TE/AGT Entity Level) ABC Energy logged in on TE and selected the interconnect AGT and clicks on the Retrieve button. ABC Energy selected ALL and Scheduled records at the Summary level. ABC Energy (TE) is delivering 5,000 to WVU GAS (AGT). WVU GAS is receiving 5,000. Interconnect Reconciliation Screen displays the transaction is balanced. 15

16 Interconnect Reconciliation Screen Meter Bounces Meter Bounces will display on two lines and will appear out of balance. If the meter bounce is with the same Service Requester, then the customer will have the ability to see both lines. If the meter bounce is not with the same Service Requester, then the customer will only have the ability to see their side of the meter bounce. The following note: Meter Bounces will display on two lines and appear out of balance. Contact your Capacity Services Account Manager to verify if balanced is displayed on top of the screen. 16

17 Interconnect Reconciliation Screen Example: Meter Bounce - same Service Requester ABC Energy is meter bouncing on AGT with themselves. The meter bounce displays on two lines. ABC Energy is able to see both sides of the meter bounce. 17

18 Interconnect Reconciliation Screen Example: Meter Bounce - not the same Service Requester ABC Energy is meter bouncing with YZ Energy. ABC Energy will only have the ability to see their side of the meter bounce. ABC Energy and YZ Energy will need to contact their Capacity Services Account Manager to verify if the meter bounce is balanced. 18

19 Interconnect Reconciliation Screen Example: Detail (ETNG) - Scheduled By clicking on detail for non-entity level business units will display based Svc Req Name, Svc Req K, Up/Dn Name, Up K/Dn K at the matching Location Propriety. In the example above: VWX Energy selected All and Scheduled and the interconnect reconciliation screen displayed that their nomination is missing and they are out of balance. Next slide displays where VWX Energy selected All and Requested. 19

20 Interconnect Reconciliation Screen Example: Detail (ETNG) Requested VWX Energy selected All and Requested and the interconnect reconciliation screen displays their nomination is pending the batch job. One transaction is not balanced and the other transaction is balanced. 20

21 Interconnect Reconciliation Screen Example: Summary (ETNG) Requested Not Entity Level By clicking on Summary for the non-entity level business units will exclude Service Requester contract numbers. It rolls up Svc Req Name and Up/Dn Name by Location Propriety. 21

22 Out of Balance Report 22

23 Interconnect Out of Balance Report An Interconnect Out of Balance report has been added to all Spectra Energy business units (where Spectra Energy business units interconnect). This enhancement will allow Spectra Energy s customers nominating to these interconnecting points to have the ability to submit an on-demand report or subscribe to the Interconnect Out of Balance report. Interconnect Out of Balance reports are available through on-demand (report submittal) or through report subscription. If customers nomination(s) and the corresponding nomination(s) are out of balance then the customer will receive a report displaying the out of balance transactions. If customers nominations(s) and the corresponding nomination(s) are in balance and the customer submits the on-demand report then the customer will receive a report with No data found for the input parameters. If customers nominations(s) and the corresponding nomination(s) are in balance and the customer subscribes to the report then the customer will not receive a report. All existing subscriptions will be converted over to the new subscription. 23

24 Interconnect Out of Balance Report On-Demand To Access the On-Demand report, from the LINK Menu: select Reports > Nominations > Nominations > Interconnect Out of Balance. 24

25 Interconnect Out of Balance Report On-Demand Select an Interconnect and click on the Submit button and a report will generate to your address for all the entities tied to your security which are out of balance or balanced at the Spectra Energy Interconnects. Filters are available to submit a report by Svc Req Name, Svc Req K, Up/Dn Name and/or Loc Prop. 25

26 Interconnect Out of Balance On-Demand Example: Out of Balance TE Entity Level Other Business Units Not Entity Level If customers nomination(s) and the corresponding nomination(s) are out of balance then the customer will receive a report displaying the out of balance transactions. 26

27 Interconnect Out of Balance Report On Demand Example: Balanced If customers nominations(s) and the corresponding nomination(s) are in balanced and the customer submits the on-demand report then the customer will receive a report with No data found for the input parameters. 27

28 Interconnect Out of Balance Report Subscription To subscribe to the Interconnect Out Of Balance Report, from the LINK menu: Select Reports > Report Subscription > Available Reports. 28

29 Interconnect Out of Balance Report Subscription Select the Interconnect Out of Balance from the Report Name drop down. 29

30 Interconnect Out of Balance Report Subscription Based on your security, you can subscribe to any business unit from one business unit. Example: ABC Energy is logged in on TE but they have access to subscribe to all business unit. Click on the Subscribe button. 30

31 Interconnect Out of Balance Report Subscription On the subscription page, Enter a Subscription Name. Select a Beg Date: You can subscribe to Previous, Current, or Next Gas Day. Select an Interconnect. Select the days you want to receive the report. Enter a time(s) you want to receive the report. You can receive the reports up to 5 times a day. Time entered is in military time. Next Gas Day cannot be subscribed to before 12:30 p.m. 31

32 Interconnect Out of Balance Report Subscription Example ABC Energy entered a Subscription Name. Selected a Beg Date of Current Gas Day. Selected an Interconnect AGT. Selected all of the days. Entered 3 times 11:00, 17:00 and 21:30. 32

33 Interconnect Out of Balance Report Subscription Example Received the 21:30 report to the address in the subscription. 33

34 Report Subscription Further information on Report Subscription can be found under Tutorials. Reports/ s > Report Subscription. 34