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Configuration

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EnergySteward.com provides for extensive customizations for how you setup, store and manage critical contract related information.  This section of the manual goes through each of the configuration items within the contracts module.  Most of the items which are setup through the contract configuration area are listed as pull down list box items for setting up your companies, contacts and contracts.  This provides you with a mechanism to standardize the various terms and options which you will apply to your contracts (like provision terms, amendment types, products, etc.).

 

A few examples of these contract configuration items include:

 

Company Group Types
Contact Responsibility Types
Contract Products
Contract Services
Contract Provisions
etc.

 

To get into the contract configuration area you select the following:

 

ContractConfigMenu

 

 

The next screen presented shows a list of all contract module configuration areas listed within a tree view (see below and also refer to the section on tree navigation within this manual for more info on navigating the tree).  When you click these tree items then the other side of the screen will display the applicable contents.  The following screen shot shows a sample of the contract configuration tree.

 

ContractConfigTree

Important note:  There are other areas within EnergySteward.com  which are also linked to contracts (like meters/wells, price indices within price formulas, index baskets, other cost components,etc.).