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Option Types |
  
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Option Types |
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Within EnergySteward.com you are provided the capability of setting up an unlimited set of 'options' on your contracts. These options provide you with the mechanism to add new fields to the contract (these can be anything you want them to be). A few examples of where these contract options might include things like the following:
| • | Casinghead Agreement - This option type can be associated to just those contracts with the casinghead agreement option. |
| • | Keep Whole Agreement - This option type can be associated to those contracts with keep whole agreement options. |
| • | Internal Contract - Sometimes contracts may be 'intra-company' contracts. You could setup an 'option' to indicate the contract is one of those internal contracts. |
| • | etc. |
This configuration screen provides you with a method to setup various contract option types. When working with your contracts, these option types will be listed in various pull down list boxes when you are adding or updating a contract into EnergySteward.com. In addition, you can run queries and reports based on this option type (ie.. pull up a list (then maybe export to Excel) of all contracts which have the "Internal Contract" option, for instance).
Important note: These configuration screens provide you with the mechanism for populating a standardized list for the actual contract setup screen. You assign the options to various contracts at the time you add or update the contract within EnergySteward.com. Also, it is important to note that when you setup an option to the contract you will be indicating both the option type (like "Internal Contract") and an option identifier (like 'Internal Agreement 19909"). Again, associating these option types and their identifiers is done during contract setup.
The screen shot below shows the initial screen which lists out your available option types:
Add Contract Option Type (button) - Click this button to add a new contract option type.
View/Edit Grid Button (pencil) - Click this next to the applicable option type in order to change the information about this type.
Delete Grid Button (red x) - Click this next to the applicable option type that you want to permanently delete. When you delete an option type, then all contract associations to this option type will be removed (contracts will still be there, just their association to this type will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
Contract Option Name - This can be any name for the option type which you want to define. It is suggested that you make this name relatively descriptive for the contract option in question. The name you post here is what will show up within the pull down list box when setting up a contract with this option type.
Notes - This is required and should just be a brief description for indicating what conditions might cause a contract to be assigned this option type.
Is Contract Option Available (checkbox) - If checked, then this option type is considered active and will therefore show up in the pull down list boxes when setting up contract information. If unchecked then historical option information is maintained BUT when assigning new options to contracts, the item will be unavailable (will not show up in the pull down list box).