The Disbursement Change History Report is used to view the change history created for deck changes and various other changes. Some of the items may be grayed out in the Controlled Item Selection. If this is evident in your system, option # 203 will need to be enabled in the Parameter Maintenance. In order to enable Option #203, simply email email@example.com. This report may also be used to check the continuity of the change history numbers.
The 'History Period' field is used to select the time frame that the report will display. Enter the 'From Date' and 'Thru Date' as required. Checking 'Earliest' will disable the From Date field and will start the report date at the earliest date that is available in the file. Checking 'Latest' will disable the Thru Date field and will end the report at the last entry in the file. Any combination of these fields is allowed.
The 'Controlled Item Selection' field allows the user to select all controlled items in the file or select from a specific type of change history item. If 'Only These Items' is selected, check any combination of the options shown.
The 'Continuity' selection will verify that the change history numbers are in sequential order with no skipped numbers. If an error is indicated with continuity, it is recommended that a Supervisor run the Logical Integrity Audit Reports and send to firstname.lastname@example.org for further review.
Filter on User ID
If a user ID is entered, only those entries that apply to the user ID entered will be displayed on the report
Filter on Station
If a Station ID is entered, only those entries that apply to the station ID entered will be displayed on the report
Checking this option will include newly created records.
Choose a Well
To filter on a single well, click on the arrow. Choose single well selected and enter (or scan for) the well code. .
Print Owner Names (Deck Changes Only)
If the Expense or Revenue Deck options are chosen (either singly or in combination with other options) and the Owner names need to be printed on the report, check this option.
Print Owner Addresses (Deck Changes Only)
If the Expense or Revenue Deck options are chosen (either singly or in combination with other options) and the Owner addresses need to be printed on the report, check this option.
Print All of Owner FID
This will print the Full Owner’s FID Number
Print All of Owner Bank Account
Checking this option will include the Owner’s Bank Account Number
Print All of Vendor FID
Checking this option will include the Vendor’s FID Number
Print All of Vendor Bank Account
Checking this option will include the Vendor’s Bank Account Number
Print All of Bank FID/Routing #
Checking this option will include the Bank’s FID and Routing #
Note: There is also a Revenue/Expense Deck Change History Report available in the Excel Reports. Process > Excel Reports > Master Maintenance Reports.
Do not hesitate to contact Support@ogsys.com if you have additional questions.