Amendment
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| Contracts |
|---|
| Contract Contract Request Amendment Amendment Request Contract/Amendment Summary Lock Contract Transactions Segmentation |
The Amendment screen allows users to amend executed contracts.
Contents |
[edit] View Contracts
Specify accounting period and click 
to retrieve contracts.
Use the search fields at the top to narrow the search results.
Select an entry from the list to view details.
[edit] Review Amendments
To track amendment changes:
- Select a contract with at least one amendment.
- Select Screen Functions >> Compare Inputs To Previous Amendment.
- Enter the amendment with which you wish to do the comparison in the pop-up window and click [Compare].
- Navigate the tabs to view changes highlighted in green and yellow.
[edit] Amend a Contract
- Select the contract you wish to amend.
- Click
.
- Update contract information, as necessary.
- Click
.
- Select Screen Functions >> RunRightsConfigurator, if you have updated contract rights.
- Select Screen Functions >> RunPriceConfigurator, if you have updated contract price rights.
- Select Screen Functions >> Submit Amendment.
- Clear warning messages on the Messages tab, if necessary.
- Contact appropriate customer service departments to perform amendment approval using the Approval tab.
[edit] FIELDS
[edit] General.Main
Displays general information about the contract, such as ownership, term and service.
- Svc Req K - A unique identifier issued to the contract.
- Status - Contract status.
- Service Requester - Name of the customer associated with the contract.
- Rate Schedule - Type of service that the contract covers.
- Service - Service name.
- Evergreen - Evergreen clause indicator.
- Credit Source - Source of credit for the contracts (system-generated or user-entered).
- Credit Amount Required - Amount of credit required from the service requester for the contract.
- Begin Date - Contract term begin date.
- End Date - Contract term end date.
- Request Date - Date the contract was created.
- Requested Flow Date - Date the gas flow begins under the contract.
- Agreement Date - Date the contract was initiated between the customer and the pipeline.
- Amend Date - Date of the last contract amendment.
- Requested by Name - Name of the customer contact who requested the contract.
- Requested By Title - Contract requester's title.
- Requested By Phone - Contract requester's contact phone number.
- Description - Details of action performed by the scheduling process.
- Amendment - Active amendment ID.
- Customer N# - System-assigned BA ID number.
- Actual End Date - Actual end date of the contract.
[edit] General.Additional Info
Displays information about contract usage and ownership.
- Request Letter Sent Date - Date the formal Request For Service letter was sent to the pipeline by the customer.
- Copies Sent Date - Date when the copies of the contract were sent to the customer for confirmation.
- First Flow Date - Date the gas was first flown on the contract (system generated).
- Balance Date - Contract balance date (system generated).
- Right of First Refusal Date - Date by which the customer can send notification for continuation of service on the contract beyond the term of the agreement.
- Evgn Notification Unit - The unit of notification period for evergreen contracts.
- Evgn Notification Period - The period needed for notification for evergreen contracts.
- Scheduled Review Date - Date of scheduled review for the renewal of the contract.
- Primary Term End Date - Date used for revenue forecast (system generated).
- Withdrawn Date - Date the contract was withdrawn (system generated). Active contracts display 1/1/1900.
- Evergreen Unit - Units of period value calculation.
- Evergreen Period - Period of time for which the contract has the Evergreen status.
- Requested Contract - Contract request number.
- Use Type - Contract usage category.
- Percentage - The percentage associated with the use type. The total percentage for the section cannot be greater than 100.
[edit] General.Related Contract
Displays backward and forward relationships with other contracts and capacity auction data.
The Forward Relationships matrix displays any dependencies that exist between the selected contract and other business agreements. Each entry in the matrix identifies the dependent contract and how it is related to the one selected on the screen.
The Backward Relationships matrix displays the business agreement, on which the selected contract depends.
The Capacity Auction Information matrix displays the details of an auction if selected contract was released by the pipeline.
- Related Svc Req K - Related contract number.
- Related K Rate Schedule - Rate schedule of the related contract.
- Relationship Type - Type of relationship between the contracts.
- Related Transport Contract - Related contract number.
- Related PointCd - Point covered by the relationship.
- Offer - Offer through which the contract was auctioned by the pipeline.
- Bid - Winning bid number.
- Award K - Award contract number.
- Offer Status - Current status of the offer.
- Created from Offer - A shipper release offer through which the contract was created.
- Segmentation Code - Contract segmentation identifier
- Y - Contract was segmented.
- U - Business agreement is an upstream contract produced via segmentation.
- D - Business agreement is a downstream contract produced via segmentation.
[edit] General.Agency
Displays information about agents, entities that are given the right to operate the contract.
- BA Name - Full name under which business associate conducts business.
- BA Type - Business associate type.
- BA Role - Level of access given to the agent.
- ALLOC VW - View customer's allocations and PDA schemes.
- CAP UPDT - Post offers and bids on represented contracts.
- CAP VIEW - View offers and bids on represented contracts.
- CONT IMB - View, post, trade and transfer imbalances on represented contracts.
- CONT VEW - View Contract / Amendment Summary for represented contracts.
- INVOICE - View invoice and valuation data for represented contracts.
- NOM CONF - View and adjust customer's response quantities.
- NOM UPDT - Enter nominations on customer's behalf.
- NOM VIEW - View customer's nominations.
[edit] General.Internal Contacts
Displays internal contacts associated with the contract. The data on the screen is populated with default internal contacts set up for the service requester, if any.
- Contact Role - Contact person's role.
- First/Last Name - Contact's name.
- Phone/Fax/Email - Contact details.
[edit] General.External Contacts
Displays external contacts associated with the contract. The data on the screen is populated with default external contacts set up for the service requester, if any. A contract must have a Billing-1 and General Mailing contacts.
- Contact Role - Contact person's role.
- BA Name - Full name under which business associate conducts business.
- First/Last Name - Contact's name.
- Phone/Fax/Email/Address - Contact details.
[edit] Rights.Input
Displays values that make up the service offered to a customer. Inputs and parameters vary by service; therefore, the layout of the screen will change depending on the schedule selected.
[edit] Rights.Rights
Displays the attributes of the contract generated by the Rights Configurator based on the inputs on the Rights.Input tab.
[edit] Rights.Stations
Displays stations associated with the contract.
- Loc Code - Location proprietary number.
- Loc Name - Location full name.
- Area - Area in which the point is located.
- MLI - Master List of Interconnections - Associated MLI.
- Dir of Flow - Direction of flow.
- Prim/Sec Ind - Primary/Secondary identifier.
- Eff Begin/End Date - Effective date range.
- Point MDO Volume - Maximum Delivery Obligation - Maximum quantity of gas that the transporter is required to deliver to a point on a certain day.
- DDQ - Design Daily Quantity - Firm service obligation to shipper at each of its delivery points in a specified area on a coincidental design day.
- Min Pressure - Minimum delivery pressure at a point that the transporter agrees to meet or exceed.
- Loc Type - Location classification.
- RecStart - Recurrence start parameter.
- RecEnd - Recurrence end parameter.
[edit] Price.Inputs
Displays discount and special pricing applicable to the selected contract. Inputs and parameters vary by service; therefore, the layout of the screen will change depending on the schedule selected.
[edit] Approval
Displays customer service approvals status.
- Approval Type - Type of approval.
- Status - Current approval status.
- Date - Date of approval.
- Approver - Name of the approver.
- Title - Approver's title.
- Approver Id - Approver's login id.
- TimeStamp - Timestamp of the last status change.
- Comments - Remarks.
[edit] Messages
Displays warning and error messages used to aid contract submission and execution process.
- Severity - Message severity.
- Message Nbr - System identifier.
- Text - The actual notice.
- Cleared - Indicates whether the message was cleared.
