Contract Request

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Contracts
Contract Contract Request Amendment Amendment Request Contract/Amendment Summary Lock Contract Transactions Segmentation

The Contract Request screen allows users to request new service agreements.

Contents 1 View Requests 2 Request & Approve New Service 2.1 Enter General Information (Required) 2.2 Enter Rights (Required) 2.3 Post Request (Required) 2.4 Approve Request (Required) 2.5 Enter Comments (Optional) 2.6 Enter Stations (Optional) 2.7 Enter Price Discounts (Optional) 3 FIELDS 3.1 General.Main 3.2 Comments 3.3 Rights.Input 3.4 Rights.Stations 3.5 Price.Inputs

[edit] View Requests

Click to retrieve requests.
Use the search fields at the top to narrow the search results.
Click to reset the data on the screen.
Select an entry from the list to view details.

[edit] Request & Approve New Service

The process of request creation and approval consists of four required and two optional steps.

[edit] Enter General Information (Required)

• Navigate to the General >> Main tab.
• Click .
• Select Service Requester, Service and specify contract term (Begin & End Dates).
• Enter additional information, as necessary.
• Click .

OR

• Retrieve a request you wish to copy.
• Click .
• Edit general information, as necessary.
• Click .

[edit] Enter Rights (Required)

• Navigate to the Rights >> Input tab.
• Enter rights required for the type of service selected. Inputs on the Rights screen will vary by Rate Schedule.
• Click .

[edit] Post Request (Required)

Select Screen Functions >> Submit Request.

[edit] Approve Request (Required)

This step must be completed by a pipeline representative.

• Select Customer Activities >> Contracts >> Contract.
• Retrieve the request that needs approval.
• Select Screen Functions >> Approve Request (or Reject Request, if appropriate).
• The request will become an unsubmitted contract.

[edit] Enter Comments (Optional)

• On the Contract Request screen, navigate to the Comments tab.
• Click [New] at the top of the matrix.
• Enter comment.
• Click .

[edit] Enter Stations (Optional)

• Navigate to the Price.Stations tab.
• Click [New] at the top of the matrix.
• Enter station details.
• Click .

[edit] Enter Price Discounts (Optional)

• Navigate to the Price tab.
• Click [New] at the top of the matrix.
• Enter pricing details.
• Click .

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[edit] FIELDS

[edit] General.Main

Displays general information about the requested 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.

[edit] Comments

Displays messages.

• Comment - Text.

• Comment By - ID of the user who entered the comment.

• Comment Date - Timestamp.

[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.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.