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Crude Oil Whitepaper
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EnergySteward User Manual
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Application Overview
EnergySteward
was developed to address the common needs which confront many oil and gas companies and their contract and deal management activities.
Our sales team will be glad to setup a demonstration, prepare a quote and answer any questions you might have about
EnergySteward
.
Feel free to submit our
demonstration
request form or to
contact us
with any questions or requests.
EnergySteward
is a web based application that is comprised of several integrated modules. Each of these modules utilize a common contract and deal database repository.
The following tables provide a high level illustration on a few characteristics within each of these
EnergySteward
modules.
Contracts
Companies
Contacts
Contracts
Reporting
Unlimited Counterparties
Unlimited Addresses
Credit Limits Defined
Cross References
Pipe/Field Relationships
Meter/Well Relationships
Default Bank Instructions
Group Memberships
Unique Primary Party Logo's
etc...
Unlimited Contacts
Common Corporate Rolodex
Auto Fax
Auto Email
Auto Text Messaging
Login Security Available
Responsibility Assignments
Digital Signatures
Group Memberships
etc...
Unlimited Contracts
Unlimited Contract Types
Bank Instruction Overrides
Evergreen Options
Product(s) Per Contract
Service(s) Per Contract
Force Deal Conformance
Self Defined Options
Self Defined Provisions
Self Defined Alerts/Actions
Amendments
Meter/Well Assignments
Route Assignments
Price Formulas
Other Cost Formulas
Volume Adj. Formulas
Scanned Documents
Multiple Addresses
Contract Status History
Auto Sync to Deals
Cross References
Group Memberships
Company Relationships
Copy Contract Options
etc...
Company Listings
Company Credit Limits
Net Credit Exposure
Contact Listings
Contract Briefs
Contract Actions Due
Contract Change Notices
Contract Listings
Primary Expire Notices
Contract Route Lists
Contracts Using Prices
Contracts Using Indices
Contracts Using Baskets
etc...
Multiple configuration options exist for each of these contract areas. These configuration options allow to custom setup
EnergySteward
contract area to meet specific client business practices.
Pricing
Price Indices
Price Components
Other Cost Components
Reporting
Standard Publications
Custom Publications
Unlimited Indices
Cross References
Forward Index Support
* Platts Price Feeds
* OPIS Price Feeds
Spreadsheet Price Feeds
Contract/Deal References
Multi-Frequency Support
Pipe/Field Relationships
Area Assignments
Basket Support
Weighted/Simple Baskets
etc...
Utilized in Contracts/Deals
Index References
Hi/Low/Mid Index Support
Multiple Netback Types
Virtual WASP Pools
FERC 552 Assignments
Components By Product
etc...
Utilized in Contracts/Deals
All Non Price Related Costs
Index References
Components By Product
etc...
Contracts Using Index
Contracts Using Comp.
Contracts Using Basket
Component Listings
Daily Values (Table)
Monthly Values (Table)
Price Guide
Basket Listings
Index Listings
Price Notices
etc...
Multiple configuration options exist for the pricing areas. These configuration options allow to custom setup
EnergySteward
pricing area to meet specific client business practices.
* Automated price feeds require a data subscription from the vendor in order to activate.
Pipes/Fields
Pipes/Fields
Meters/Wells
Vol. Adj. Components
Reporting
Unlimited Pipes/Fields
Status History
Multiple Types
Cross References
Group Memberships
Company Relationships
etc...
Unlimited Meters/Wells
Pipe/Field Assigned
Multiple Types
Segment Assignments
Self Defined Attributes
Status History
Cross References
Rate/Factor Setup
Strap Table Assignments
Scanned Correspondence
Group Memberships
Company Relationships
Geographic Areas
Accounting Decks
Analysis Points
Measurement Capture
etc...
Utilized in Contracts/Deals
Fuel/PVR/Keep Whole
Status History
Components By Product
etc...
Pipe/Field Listings
Meter/Well Listings
Strap Table Listings
etc...
Multiple configuration options exist for the pipe/field areas. These configuration options allow to custom setup
EnergySteward
pipe/field area to meet specific client business practices.
Deals
Deals
Scheduling/Routing
Tickets
Reporting
Unlimited Deals
Unlimited Deal Types
Unlimited Volume Types
Baseload/Swing Strategies
Auto Contract Sync.
Deals Span Mult. Months
Near Real Time Calc's
Scanned Correspondence
Mult. Meters/Well Per Deal
Mult. Routes Per Deal
Meter/Well Dashboard
Route Dashboard
Custom Notes
Freeze Monthly Volumes
Security By Volume Types
Deal Scheduling/Routing
Volume Type Propagation
etc...
Global Scheduling/Routing
Auto Vol Adj. (Fuel/PVR)
Thru EOM Instructions
Unlimited Route Assign.
Orig. Entry Maintained
etc...
Load w/API Net Calc's
Post Calc Ticket Loads
Spreadsheet Ticket Uploads
Validation Notifications
Strap Table Support
Meter Measure Support
Unlimited Strap Tables
Mult. Tickets Per Lease/Day
Auto Post Volumes to Deals
etc...
Deal Confirmations
Sales Invoices
Transport Invoices
Purchase Remittances
Auto Fax/Email Support
Deal Listings
Balancing Reports
Margin Reports
Crude Transport Statements
Ticket Validation Reports
etc...
Multiple configuration options exist for deals. These configuration options allow to custom setup
EnergySteward
deals to meet specific client business practices.
Administration
Report Setup
Security Setup
Reporting
Standard Reports
Supports Custom Reports
Screens To Add/Update
Global Report Scheduling
Personal Report Scheduling
PDF Format Available
Excel Format Available
WORD Format Available
Auto Email Sched. Reports
Auto Fax Sched. Reports
etc...
Unlimited Groups
Mult. Rules Per Group
Mult. Contacts Per Group
Security Rule Overrides
etc...
Reports of Reports
Security Reports
Audit Reports
etc...
Complete our
demonstration
request form for a complete online review of these modules.