Presentation is loading. Please wait.

Presentation is loading. Please wait.

Division Order Process

Similar presentations


Presentation on theme: "Division Order Process"— Presentation transcript:

1 Division Order Process
Fawn Scott ERP Product Manager

2 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

3 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

4 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

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

6 Letter Text-Legal vs Custom

7 Use Your Defined DO Letter

8 Extra Owner Info

9 Number of Signature Blocks

10 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

11 DOI Add Division Orders

12 Mass Add Division Orders

13 Owner Add Division Orders

14 Printing DO Letters

15 Selection Options

16 Print Details

17 Legal Letter

18 Signature Blocks

19 Placeholder for custom letter example

20 Recording Returns of DO’s

21 DO Status Reporting

22 All DO’s Waiting on Return

23 Questions?


Download ppt "Division Order Process"

Similar presentations


Ads by Google