Division Order Process Fawn Scott ERP Product Manager

A New Way of Thinking The purpose of the class is to explore a new way of managing your Division Order Process How to create a more efficient workflow Better path to insure complete, executed documents Simplified record keeping

Pain of the Process New well (wells) with 100’s of owners need a division order letter The same working interest owners exist in all of the wells Print the letters one well at a time for all owners Manually collate, fold, stuff and stamp Managing the Returns and Re-sending as needed

Batch Processing Automatically “Queue Up” DO’s to be Printed Print or Re-Print in Batches on Demand Single Owner DO Letter with Multiple Properties DO Packet with Cover Letter, ACH and W8/W9 Assign a DO Number for Tracking Purposes Reports for DO Status

Where to Begin? Define the Suspense Code(s) to be a part of the DO Process. Triggers auto que of DO’s

Letter Text-Legal vs Custom

Use Your Defined DO Letter

Extra Owner Info

Number of Signature Blocks

Automation for Batch Print Single DOI add Single Owner or All Owners Mass Add All Owners for Selected Properties/Decks Owner – DOI/List Edit add for Single Property/Deck or All

DOI Add Division Orders

Mass Add Division Orders

Owner Add Division Orders

Printing DO Letters

Selection Options

Print Details

Legal Letter

Signature Blocks

Placeholder for custom letter example

Recording Returns of DO’s

DO Status Reporting

All DO’s Waiting on Return

Questions?