LINK System Customer Interface. Shipper Imbalance Information Tutorial

Transcription

1 Shipper Imbalance Information Tutorial 1

2 Shipper Imbalance Information Provide Customers access to their actual imbalance and allocation information through a new innovative LINK screen. Customers can access this screen if they are a Local Administrator or have the Nomination or Nomination Inquiry role assigned to their LINK ID. The Shipper Imbalance Information screen will allow the customer to maneuver through each business units with a single sign-on through a business unit. Customers security rights will determine which business units will display at the top of the screen. Customers have the capability to retrieve daily/monthly imbalances and allocations through drill downs. 6 months of imbalance and allocation data can be retrieved at one time. Imbalance data can be viewed by at a Service Requester Contract, Rate Schedule, Zone ID or Balancing Location level. Provides customers with a Cumulative Imbalance for NCO (No Cash-out Imbalances). Imbalance and allocation data can be retrieved graphically. 2

3 How to Access Screen Login to a business unit. On the LINK menu, click on Flowing Gas, Imbalance, Shipper Imbalance Information. The Shipper Imbalance Information screen will open up in a new window. 3

4 Shipper Imbalance Information Available at the top right of the screen is: Link Learning Clicking on LINK Learning takes you to the LINK Learning Environment which is an environment customers can go into and practice without any implication to production. Training Clicking on Training takes you to a Training region which customers can view and enroll to upcoming training classes offered by LINK. Tutorials Clicking on Tutorials takes you to tutorials on Nominations, Confirmations, Segmentation, Flowing Gas, Capacity Release, etc. LINK Help Desk Click on LINK Help Desk provides the customer the contact information for LINK Help. Contact Us Click on Contact Us and you receive contact information for the. 4

5 Imbalance Screen 5

6 Shipper Imbalance Information Business Unit Access Company s Business Units will only display if the customer has security rights to that business unit. Must either be a Local Administrator or have the Nomination or Nomination Inquiry role to access data through this screen. 6

7 Shipper Imbalance Information Time Display and Batch Warning Messages Top right hand side of screen there is a clock. This clock will change colors to give the user warning messages in regards to the batch processing. During the validation process customers will be locked out of contracts for the gas day being processed until their contract has been validated. The following are examples of the colored warning messages: They will receive an orange color coded warning message 5 minutes prior to being locked out. This warning message is labeled Next Batch Job in minutes/seconds (it counts down the 5 minutes). When the lock out period actually occurs and the batch processing routine is running the color coded warning message will turn red and it is labeled Nom Batch Job Running. Once the lock out period is over and the batch processing routine is completed the color coded warning message will turn back to blue (with current time (CST)) and normal business can continue. 7

8 Shipper Imbalance Information Recipient Name User can enter a portion of the shipper name and a Look Ahead popup box will filter the entities abbreviation. 8

9 Shipper Imbalance Information Recipient Name Lookup By double clicking in the Recipient Name box, a Change Entity popup box displays. External users can click on the Search button and the entities the customer has rights to will displayed. Users can also utilize the filter boxes to retrieve an entity name. It will only allow an external user to retrieve an entity name in which their security permits. User can click on the Select button and the entity will be populated in the Shipper Imbalance Information screen. User can click on the Print button and get a list of the entities they have security rights to. 9

10 Shipper Imbalance Screen - Dates Beg Date will default to first day of current month and End Date will default to last allocated date. Dates can be edited to retrieve imbalance and allocation data for a day, multiple days, a month, or multiple months not exceeding 6 months. Dates can be entered without slashes or with slashes 11/01/2013. Date is retrievable from the calendar lookup. 10

11 Shipper Imbalance Information Contact Info The customers Company s Operational Account Manager name and phone number displays on the right side of screen. 11

12 Shipper Imbalance Information View By Customers can select to retrieve and view their imbalances by Service Requester Contract, Rate Schedule, Zone ID or Bal Location level. Example: View By Rate Scheduled. 12

13 Shipper Imbalance Information - Legend A legend representing the imbalance type displays under the contact information. This allows the shipper to know the position of their imbalance. TE, AGT, ETNG, SESH, MNUS, BSP, OGG, OGT + Due Pipe/- Due Shipper BGS, Egan, MB, SR, SGSC + Due Field/- Due Interconnect MNCA + Due Draft/-Due Pack 13

14 Shipper Imbalance Information Columns Svc Req K displays the service requester contract number. Rate Sch - displays the rate schedule for the service requester contract. Zone ID displays the zone in which the imbalance resides. Bal Loc displays the OIA (Operational Impact Area) the imbalance resides. (For TETLP, an imbalance for each nomination activity is carried back to the activity s receipt point. Then, based on the location of the receipt point, the imbalances for all the Shippers Cash-out contracts are grouped (netted) by OIAs to compute a net due Shipper or due Pipe imbalance.) Stl Type displays if the imbalance is YCO (Yes Cash-out) or NCO (No Cash-out). Imb Qty displays the best available imbalance based on the dates entered. Imbal % - displays the percentage of imbalance based on actual daily scheduled receipt quantity. Actual Daily Imb Qty divided by Actual Rec Qty (Sched) = Imbal %. NCO Cum Imb (Date) displays the cumulative imbalance for No Cash-out balances. 14

15 Shipper Imbalance Information Drill Down to Daily Imbalances Click on the + sign next to the Service Requester Contract. Daily Imbalance populate underneath the Service Requester Contract. 15

16 Shipper Imbalance Screen Multiple Month Drill Down to Monthly/Daily Ability to enter multiple months not exceeding six months. Click on the + sign next to the Service Requester Contract and the monthly imbalances are displayed. Click on the + sign next to the month and the daily imbalances are displayed. 16

17 Shipper Imbalance Information Filter Icon By clicking on the Filter Icon, a Show Projected Imbalances, Show Zero Imbalances, Show Zero Imbalances (Daily) and the ability to filter by Svc Req K, Rate Sch, Zn ID, Bal Loc and Stl Type displays. 17

18 Shipper Imbalance Information - Filter Icon Projected Imbalances A Projected Imbalance (date) column displays when the Show Projected Imbalance is checked. Only projects one day. Projected Imbalances are displayed in red. If end day is not last allocated day then Show Projected Imbalances will not be clickable. Click on the + sign next to the Service Requester contract will drill down to the daily imbalances and a projected day imbalance will display. 18

19 Shipper Imbalance Information Show Zero Imbalances Show Zero Imbalances defaults to display zero imbalances. Imbalances which include -0- User can click to uncheck the box on Show Zero Imbalances and it will retrieve only the contracts which have imbalances. Imbalances which does not include

20 Shipper Imbalance Information Show Zero Imbalance (Daily) Show Zero Imbalances (Daily) defaults to display the daily zero imbalances. User can click to uncheck the box on Show Zero Imbalances (Daily) and it will retrieve only the daily imbalances which have imbalances. 20

21 Shipper Imbalance Information Printer Icon Click on the Printer icon and it will print imbalance data to your printer. 21

22 Shipper Imbalance Information Export to CSV Click on the Export to CSV icon and it will export imbalance data to CSV. 22

23 Shipper Imbalance Information Screen Resize Grid Click on the Resize the Grid icon and it will display at the end of the imbalance box. Click on and drag it to the right side and it will extend the grid size. 23

24 Shipper Imbalance Information Create Graphs Example of Daily Imbalance Graph Shippers have the ability to see imbalances in a graphical format. Click on Create Graph icon. Click on Spline Chart. User selects either Daily Imbalances or Cumulative Imbalances. Click on Graph. 24

25 Allocation Screen 25

26 Allocations Clicking on the imbalance quantities will drill down to monthly/daily allocation screens. Provides customers with both the receipts and deliveries on one screen. No longer have to toggle to retrieve receipts and deliveries. TABS, Transport, No Notice drills down to one allocation screen whereas OBA Imbalance will have two drill downs 1) an overview of scheduled/measured at each OBA point and 2) an operator allocation detail screen. When customers select a View By other than Svc Req K, customers can see allocation for multiple contracts. 26

27 Allocations Click on the imbalance quantity and an allocation screen will open in a new window. 27

28 Allocations Customers are provided with one allocation screen to view both receipts and deliveries. 28

29 Allocations - Icons Click on the Printer icon and it will print the allocation data to your printer. Click on the Export to CSV and it will export allocation data to CSV. Click on the Screen Preferences icon and a drop down displays with Show All, Hide Zero Sched/Alloc, and Hide Zero Variances. Defaults to Show All allocation data. 29

30 Allocations - Hide Zero Sched/Alloc Defaults to show all allocation data. Check the Hide Zero Sched/Alloc box and it hides line items where the Sched Qty and Alloc Qty are zero. 30

31 Allocations Icons Hide Zero Variance Defaults to show all allocation data. Check the Hide Zero Variance box and it hides line items where the variance column is zero. 31

32 Allocations Graph Click on the graph icon next to the Imb Qty and it graphs the allocated quantities for the contract and activities. 32

33 Allocations Close Button Close button closes the allocation window. A legend representing the imbalance type displays under the Close button. This allows the shipper to know the position of their imbalance from the allocation screen. TE, AGT, ETNG, SESH, MNUS, BSP, OGG, OGT + Due Pipe/- Due Shipper BGS, Egan, MB, SR, SGSC + Due Field/- Due Interconnect MNCA + Due Draft/-Due Pack 33

34 Allocations - Daily Click on the daily imbalance quantity and an daily allocation screen will open in a new window. 34

35 Allocations Daily Allocations displays for the day selected from the shipper imbalance screen. 35

36 Allocations Previous and Next Button The Daily Allocation screen has a Prev and Next button. Clicking the Next button, retrieves the next day allocations. Example: 10/01/2013 displays, if I click Next button, it retrieves the allocations for gas day 10/02/2013. Click the Prev button, retrieves the previous day allocations. Example: 10/01/2013 displays, if I click Prev button, it retrieves the allocations for gas day 09/30/

37 Allocations - OBA Click on the Imb Qty and a allocation screen displays in new window. The allocation screen gives the OBA party a quick view of each location scheduled and measured quantities and the variance. If meters are under an LDC point then the scheduled and measured quantities will be broken down to the physical points. If schedule quantity is nominated at the LDC point then it will display on the LDC point line. Click on the Location Point Total it will take the customer to the Operator Allocation Detail Screen (screen print on next page). 37

38 Allocation - OBA 38

39 Shipper Imbalance Screen Multiple Month Drill Down to Monthly/Daily Ability to enter multiple months not exceeding six months. YCO (Yes Cash-out) allocations cannot be retrieved on the first level since these are cashed out at the end of each month. Imbalance will not be available for this level. NCO (No Cash-out) allocations can be retrieved on the first level. Click on the + sign next to the Service Requester Contract and the monthly imbalances are displayed. Click on the imbalance and it will take you to the allocation screen and display the monthly allocations. Click on the + sign next to the month and the daily imbalances are displayed. Click on the imbalance and it will take you to the allocations and display the daily allocations. 39

40 Allocations for Multiple Contracts Customer can have multiple contracts involved when retrieving imbalances by Rate Schedule, Bal Location, Zone ID. Example above: Selected View By: Zone ID, clicked WLA (YCO) imbalance quantity. Allocations opens in a window for all contracts associated with the WLA imbalance. (See next slide). 40

41 Allocations for Multiple Contracts Allocations for WLA (YCO). 41

42 Allocations for Multiple Contracts Click on sign on the imbalance line and it will collapse and hide the allocations. Click on sign on the imbalance line and it will expand and unhide the allocations. 42