Navigation:  Application Modules > Pricing > Configuration > Price Formula > Ferc 552 Categories

EnergySteward.com can be configured to automatically generate your FERC 552 reporting volumes.  This configuration involves associating your contract/deal price formulas with a specific FERC 552 category.  This association is done on the contract/deal price formula setup screens.   When you setup these contract/deal price formulas then you can assign the price formulas to a specific FERC 552 category.

 

The screen shot below shows the initial screen which lists out your available ferc 552 categories:

 

Add Price Formula Ferc 552 Category (button) - Click this button to add a new price formula Ferc 552 category.

 

View/Edit Grid Button (pencil) - Click this next to the applicable Ferc 552 category in order to change the information about this category.

 

Delete Grid Button (red x) - Click this next to the applicable Ferc 552 category that you want to permanently delete.  When you delete a price formula Ferc 552 category, then all contract and deal price formula associations to this Ferc 552 category will be removed (price formulas are not deleted just the association). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

Ferc 552 Category - This can be any name for the price formula Ferc 552 category which you want to define. These are typically defined to match the most recent Ferc categories.        The category name you specify here will be available when you setup actual price formulas (applicable for those formulas).

 

Order No. - This is setup to match the 'line numbers' as defined in the Ferc 552 specifications.  By entering the order number here, it will ensure that when printing out the Ferc volumes they can be ordered to exactly match the Ferc form specifications.  This is primarily used for report ordering purposes only.

 

Notes - This is a brief description for indicating what this price formula Ferc 552 category represents.  This descriptive text is normally provided as part of the Ferc 552 form.

 

Is Category Available (checkbox) - If checked, then this Ferc 552 category is considered active and will therefore show up in the pull down list boxes when setting up price formulas.  If unchecked then historical price formulas are maintained BUT when setting up new price formulas, the item will be unavailable (will not show up in the pull down list box).