Forecast Amendment
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| Forecast |
|---|
| Forecast Contract Forecast Amendment Forecast Contract/Amendment Summary |
The Forecast Amendment screen allows users to amend forecast contracts.
Contents |
[edit] View Contracts
Specify accounting period and click 
to retrieve scheduling charges on the screen.
Use the search fields at the top to narrow the search results.
Select an entry from the list to view details.
[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. Contract status will change to Proposed. It can now be used for Pipeline Auctions.
[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.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] Comments.Contract Footnotes
Displays messages that are printed on the contract in the footnote section. These comments are visible to all.
- Visibility - Comment visibility to internal/external users.
- Comment By - ID of the user who entered the comment.
- Comment Date - Timestamp.
- Comment Text - Remark.
[edit] Comments.Customer Service Comments
Displays customer service messages. These contract are set with internal visibility and will not be available to the customers.
- Visibility - Comment visibility to internal/external users.
- Comment By - ID of the user who entered the comment.
- Comment Date - Timestamp.
- Comment Text - Remark.
[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] Price.Input
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] Price.Price
Displays the pricing attributes of the contract generated by the Price Configurator based on the inputs on the Price.Inputs tab.
[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.
