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Volume Adjustment Formulas |
  
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Volume Adjustment Formulas |
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All available volume adjustment formulas (for the deal) are setup in this area. The setup up of these formulas is IDENTICAL to the setup of the other volume adjustment formulas for the contract. Therefore details about the setup can be obtained from the contract volume adjustment formulas area within this manual. For the most part, once a formula is setup on the contract, there is seldom a need to set the formula up on the deal (the EnergySteward.com contract-to-deal automated synchronization takes care of this). There might be some situations which you might not want to enforce the contract-to-deal synchronization.
There are just a few exceptions/points about the deal volume adjustment formulas (as compared to contract volume adjustment formulas) which are different, these include the following:
| • | Add/Update Formula Restrictions - The underlying contract for the deal can be setup to only allow changes to the formula from the contract (ie.. no deal level changes). The contract general information area within EnergySteward.com contains these settings. If the contract allows for deals to setup their own formulas, then the 'Add Volume Adj. Formula' will be available (to add a formula which does not exist on the contract). |
| • | Version # - Volume adjustment formula's on a contract might change, over time. Sometimes these changes are done against a formula which has already been used on a 'Frozen' production month. EnergySteward.com will automatically synchronize to a new version (of the contract formula) to the deal(s) AND retaining historical versions which are still associated to the 'Frozen' production months. This provides for automated historical tracking and preservation of volume adjustment rules between the contract and deals. Important note: If the contract volume adjustment formula changes on the contract AND the corresponding deal volume adjustment formula has yet to be frozen in a production volume, then the formula will update with no corresponding version increment. The synchronization process will only create a new version of the volume adjustment formula if the previous version is associated with a frozen production volume. |
| • | Sync ? - This is a Y or N. The volume adjustment formulas which are still synchronized with the underlying contracts will show a 'Y'. When a volume adjustment formula becomes historical (a new version is created) then it's synchronized flag is set to a 'N'). |
Edit (pencil button) - Click this in order to browse or update (if applicable) the volume adjustment formula.
Delete (red 'X' button) - Click this in order to delete (if applicable) the volume adjustment formula.
Transfer To Contract Formula (contract button) - Click this to transfer to the contract volume adjustment formula which is synchronized to this formula.