View Imbalance Information in ServiceLynx

Transcription

1 View Imbalance Information in ServiceLynx 01 Scope and Purpose This document provides instructions for customers on how to view imbalances in ServiceLynx. An imbalance occurs when there is a discrepancy between receipts and deliveries in natural gas. The amount of gas that was delivered is less than what was projected, or there is a surplus of gas that has not been transported. 02 Definitions and Descriptions None. 03 Work Instructions Use these instructions to view and make adjustments to imbalances on contracts, as needed. See the next page for steps. ServiceLynx/Storage Version of 10

2 View Imbalance Information 1. Select the Shipper Imbalance link under the Flowing Gas section. Figure 1: Shipper Imbalance Link ServiceLynx/Imbalance Version of 10

3 The Shipper Imbalance page appears. This screen provides customers with the ability to review imbalances based on the selected BA and period of time. Review the message at the top of the screen. It is a reminder the imbalance data is for the last closed gas day, because this is what is confirmed. The Click here link allows customers to view the current or next Gas Day Scheduled Quantities. Figure 2: Shipper Imbalance Screen ServiceLynx/Imbalance Version of 10

4 2. Select the dropdown menu to indicate the BA to view. 3. Select the Beginning Date Calendar icon. 4. Select the arrow(s) to adjust the Month/Year, as needed. 5. Select the Start Date. 6. Select the Stop Date. 7. Select the Submit button. Figure 3: Selections for Imbalance Review ServiceLynx/Imbalance Version of 10

5 8. Select Contract. The contracts with any activity on them for the selected time period display. You will see your delivered volume, beginning, and ending balance. You will also see the imbalance that remains at the end of the month in a percentage format in the % of Delivery column. Selecting the contract number allows you to see the details related to the specific contract. Figure 4: Imbalance Inquiry Screen ServiceLynx/Imbalance Version of 10

6 The receipts and deliveries for the selected time period display. To the right are the scheduled and allocated receipts. Scheduled receipts are those that were placed and allocated receipts are the receipts that actually happened. 9. Select Receipt Location Name. Tip: Anything that appears in red is a link. Figure 5: Selecting Receipt Location Name ServiceLynx/Imbalance Version of 10

7 You can see for the entire month the amount scheduled, amount allocated, if it was reduced, and the associated code. Select the return button from the menu bar. You can review this detailed information for both receipts and deliveries 10. Select Return to view the previous screen. Figure 6: Receipt Location Detail ServiceLynx/Imbalance Version of 10

8 Tip: Like the receipts, in the deliveries section you will see the nom quantity, scheduled quantity, and allocated quantity. The fuel quantity appears under each allocated fuel delivery amount. Figure 7: Delivery Location Section ServiceLynx/Imbalance Version of 10

9 Total 1. Select Total. Tip: The Total link at the bottom of the screen, to help you look for a specific imbalance. Figure 8: Total Link ServiceLynx/Imbalance Version of 10

10 Tip: It may be easier to select total and scroll through the daily imbalances list to look for it rather than going day by day. You can view your data differently by using other shortcuts at the top of the screen. Figure 9: Total Link Results If you need help, contact the IT Help Desk at or Monday Friday, 7:00 am 7:00 pm Central Time 04 Review History Version Number Name(s) and Title(2) Revisers and Business Unit High-Level Description of Changes Made 1.0 New Date Status ServiceLynx/Imbalance Version of 10