Business Associate
From Navigates Help
| Data Administration |
|---|
| Business Associate Contact Address |
The Business Associate screen allows users to view and maintain information about business associates.
Contents |
[edit] View BAs
Click 
to retrieve business associates.
Select an associate from the list to view details.
Use the search fields at the top to narrow the search results.
Click 
to reset the data on the screen.
[edit] Functionality
Using a respective tab, users may enter customer details and associations.
[edit] Main
Use the Main tab to enter general information about the customer as well as to specify Asset Association.
[edit] Contact
Use the Contact tab to view associated contacts and to specify Default Contacts. Contact association is done on the Contact tab.
[edit] Security
Use the Security tab to view associated contacts' security roles. The roles are set up on the Contact tab.
[edit] Credit
Use the Credit tab to view and update financial details.
[edit] History
Use the History tab to view the history of BA associations.
[edit] Comment
Use the Comment tab to view and maintain BA comments.
[edit] Add BAs
Step 1: Create a new BA.
- Click
.
- Fill out required fields.
- Click
Step 2: Associate to an asset.
- To associate to a single asset, click the [New] button, specify asset, affiliation type and date and click .
- To associate to all assets, click the [All] button, update dates and affiliation type, if necessary and click .
This step must be completed before a contact BA/Asset association may be set up.
Step 3: Set up default contacts.
- Navigate to the Contact tab.
- To set up a default internal contact, click the [Internal Default Contact] button. To set up a default external contact, click the [External Default Contact] button.
- In the pop up window, click [New].
- Select the contact.
- Click [Submit]. Close the pop up window.
- Click .
An external contact must have an association to the selected BA and an asset before it can be set up as a default external contact.
An internal contact must have a BA/Asset association with a pipeline before it can be set up as a default internal contact.
Step 4: Enter Comments.
- Navigate to the Comment tab.
- Click .
- Enter the comment.
- Click
[edit] Update BAs
Follow the steps listed above to update a BA.
[edit] Deactivate BAs
To deactivate a business associate, change the Effective End Date accordingly.
[edit] FIELDS
- BA Name - Full name under which business associate conducts business.
- Abbreviated Name - Business Associate's abbreviated name.
- Type - Type of business associate.
- BA Number - System-assigned ID number.
- Legal Entity Type - Legal form under which the BA conducts business.
- DUNS Number - The Dun & Bradstreet number used for BA identification.
- Incorporation State - The state in which the legal entity is incorporated as a business.
- Effective Begin/End Date - Effective date range.
- Financial Number - Customer service number assigned by the credit department.
- Tax ID Number - IRS assigned unique identifier.
- Online Agmt Sent Date - Date when online agreement between pipeline and customer was sent to customer.
- Online Agmt Exec Date - Date when the online agreement was executed.
- URL - Business associate's website.
- Abbr Asset Name - Abbreviated name of the asset to which the BA is associated.
- Affiliate Type - Type of affiliation.
- Last Name - Contact’s last name.
- First Name - Contact’s first name.
- MI - Contact’s middle initial.
- Login Name - Contact’s user ID used for logging onto the system.
- Agent Flag - Specifies if the BA contact is an agent.
- Job Title - Contact’s job title.
- Primary BA - Specifies if the associate is a primary BA for the contact.
- Primary Phone - Contact’s primary phone number.
- Primary Fax - Contact’s primary fax number.
- Primary Email - Contact’s primary email address.
- Effective Begin/End Date - Effective date range.
- Business Area - Displays the area to which the contact has access.
- Role - Shows what level of access the contact has for a specified business area.
- Date of Last Review - Date when the credit information was reviewed last time.
- Date of FY End Financial - Fiscal year end date.
- High Bill - Highest amount billed.
- 12 Month Average Bill - Average amount billed in the last 12 months.
- Unsecured Credit Limit - Customer's unsecured credit limit.
- Credit Assurance - Total credit assurance.
- Deposit Amount - Total deposit amount.
- Total Available Limit - Total available credit.
- Total Outstanding Balance - Total amount owed.
- Release Capacity Exposure - Quantity required for capacity releases.
- Current Exposure - Total amount of all Submitted and Approved contracts on the specific asset.
- Value of Gas - Total amount flown on all Submitted and Approved contracts on the specific asset.
- Total Credit Consumed - Sum of release capacity exposure, current exposure, value of gas and transaction charges.
- Total Credit Remaining - Total available limit less total credit consumed.
- Contracted Amt - Total amount of all contracts on the specific asset.
- Contract Reserved Amt - Total amount of all Submitted and Approved contracts on the specific asset.
- Contract Required Amt – Total amount of all Executed and Terminated contracts on the specific asset..
- Cap Release Reserved Amt – Total amount of all Submitted and Approved replacement contracts on the specific asset.
- Cap Release Required Amt – Total amount of all Executed and Terminated replacement contracts on the specific asset.
- Transaction Charges - Contractual transaction charges.
- Comment - Text.
- Visibility - Comment visibility to internal/external users.
- Comment By - ID of the user who entered the comment.
- Comment Date - Timestamp.
