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Division Order Process
Fawn Scott ERP Product Manager
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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
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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
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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
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Where to Begin? Define the Suspense Code(s) to be a part of the DO Process. Triggers auto que of DO’s
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Letter Text-Legal vs Custom
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Use Your Defined DO Letter
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Extra Owner Info
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Number of Signature Blocks
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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
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DOI Add Division Orders
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Mass Add Division Orders
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Owner Add Division Orders
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Printing DO Letters
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Selection Options
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Print Details
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Legal Letter
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Signature Blocks
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Placeholder for custom letter example
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Recording Returns of DO’s
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DO Status Reporting
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All DO’s Waiting on Return
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Questions?
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