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Qbyte Exchange for Facility Agreement

Qbyte Exchange for Facility Agreement

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Qbyte Exchange Main Menu

Introduction

Qbyte Exchange is powerful functionality that allows Qbyte CS Land users to update the Qbyte CS Land database using provided Excel templates. Work with your System Administrator to complete the one-time Qbyte Exchange Setup before you can see the Qbyte Exchange menu option in Excel.

After you Login to Qbyte Exchange and have specified either Insert or Update from the Qbyte Exchange Main Menu for the Facility Contract module, the template tabs and columns will be automatically loaded, and the Qbyte Exchange Module Menu will be shown on the right side of the spreadsheet where you will perform all the actions necessary to update the Qbyte CS Land database.

All processing options are explained on the Qbyte Exchange Module Menu page.


Mandatory tabs / columns are represented with an *

Facility Agreement Base*

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

This is a system-generated value.

Admin Company*

 

Contract Name

 

File Status*

Note: Generally, terminating/inactivating files should be done in the Qbyte CS Land application. IF the File Status is changed in Qbyte Exchange, remember to also update the Status Date.

Status Date*

Value must be in a yyyy-MM-dd format. Cell format must be Text.

Contract Type*

 

Contract Date*

Value must be in a yyyy-MM-dd format. Cell format must be Text.

Effective Date*

Value must be in a yyyy-MM-dd format. Cell format must be Text.

Revision Number

 

Revision Date

Value must be in a yyyy-MM-dd format. Cell format must be Text.

Operator*

 

Prev Doc Number

 

ROFR

Will not appear in the spreadsheet as the value will be automatically populated when the row is saved.

Segregation*

Valid values are Y, N, and X. Use X for Unknown.

Facility Agreement Remarks

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

 

Occurrence

Do not populate this column when inserting new data. This is a system-generated value and it will be populated during Save.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Delete

This value is applicable on the spreadsheet only and is not stored in the table. 

When inserting a new Remarks record, enter a value of "N".  If blank, "N" is assumed.

When updating, retrieve existing data via Get Data, the Delete value will default to "N".  Change the value to "Y" to indicate that you wish to delete the specific row.  If blank, "N" is assumed. 

  • Validate will display a 'Conflict' error along with message 'Row will be deleted - are you sure?'.  Simply change the Delete column back to "N", if you change your mind.  

  • Upon Save, the Remarks with a delete flag of "Y" are deleted from the database and the remaining remarks occurrence number will be renumbered.  However, the just deleted row will still appear temporarily on the spreadsheet with status = 'Deleted' as a visual indication that the row has been deleted and the occurrence renumber will not be apparent.  A subsequent Get Data will omit the deleted rows and display the reordered remarks occurrence. 

Remark Type*

 

Remark Date

Value must be in a yyyy-MM-dd format.

Remark*

Free-format up to 1910 characters.

Facility Agreement  Name Xref 

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

When inserting new Name Xref records, the File Number specified must already exist.  The File Number cannot be updated.

Name Type*

When inserting, the Code  must  exist in the Name Xref Validation Table.  The Name Type cannot be updated.

Name Cross Reference*

When inserting, the BA Code  entered  must  exist in Business Associates.  

When updating, the Name Cross Reference cannot be updated - a validation error will be given.  If required, change the Name Cross Reference BA Code in the Qbyte CS Land application.

Comments

Free-format up to 40 characters.  The Comment can be updated if required on existing rows.

Facility Agreement Amend

The ability to Insert, Link, Update and Delete data on mass within Qbyte Exchange on the Amendment tab is different than how that data is entered into Qbyte CS Land. 

  • Get data from P2 will bring only the files where Amendments have been entered.  

  • Linking Sub Amendments to the Base Amendments can be done when in Update mode. Insert / Save the Amendment record first then do the linking as an Update. See the Unlinked and Linked columns below.

  • Deletion of Amendments is possible by entering a Y into the Delete column. 

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

 

Occurrence

Do not populate this column when inserting new data. This is a system-generated value and it will be populated during  Save.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Delete

This value is applicable on the spreadsheet only and is not stored in the table. 

When inserting a new record, enter a value of "N".  If blank, "N" is assumed.

When updating, retrieve existing data via Get Data, the Delete value will default to "N".  Change the value to "Y" to indicate that you wish to delete the specific row.  If blank, "N" is assumed. 

  • Validate will display a 'Conflict' error along with message 'Row will be deleted - are you sure?'.  Simply change the Delete column back to "N", if you change your mind.  

  • Upon Save, the Remarks with a delete flag of "Y" are deleted from the database and the remaining occurrence numbers will be renumbered.  However, the just deleted row will still appear temporarily on the spreadsheet with status = 'Deleted' as a visual indication that the row has been deleted and the occurrence renumber will not be apparent.  A subsequent Get Data will omit the deleted rows and display the reordered records. 

Amendment Type*

Code  must  exist in  Validation Table...

Amendment Date

Value  must  be in a  yyyy-MM-dd  format.

Effective Date

Value  must  be in a  yyyy-MM-dd  format.

Binding Date

Value  must  be in a  yyyy-MM-dd  format.

Amendment *

Free-format up to  1910  characters.

Unlinked

Do not update this field. This column displays the Subs that have not yet been linked to the Base Amendment.

Linked

Enter all the Subs in this column that need to be linked to the Amendment. Use the format A, B, D  After the data is Saved to P2 (in Update mode), when the next Get Data is done, the Linked subs appear in the Linked column, and any subs that are still not linked to the Amendment are listed in the Unlinked column.

Facility Agreement Terms

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

When inserting new records, the File Number specified must already exist.

Occurrence

When inserting new Term, do not populate this column. This is a system-generated value and it will be populated during Save.

When updating existing Terms, do not change this column.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Term Type*

Code must exist in the Terms Contract Validation Table...

Term Date

Value must be in a yyyy-MM-dd format. Cell format must be Text.

Term *

Free-format up to 1910 characters.

Facility Agreement Orig Parties

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

When inserting new records, the File Number specified must already exist.

Occurrence

When inserting new records, do not populate this column. This is a system-generated value and it will be populated during Save.

When updating existing records, do not change this column.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Partner Name*

Free-format up to 80 characters.

Percent*

The partner interest percentage entered on each row cannot be greater than 100%.

Facility Agreement Related Files

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

When inserting new records, the File Number specified must already exist.

Note: This field cannot be updated after Insert → Save is completed. If relationship is no longer required, it must be deleted in the application. When using 'get data' to retrieve existing data, you may want to sort by File Number to ensure all rows for each File Number appear grouped together.

Related Subsystem*

When inserting new records, enter the module for which the related files is part of.

Acceptable codes:  C (any Contract category), M (Mineral), S (any Surface category), W (Well).  Qbyte Exchange has the same Related Files exceptions as Qbyte CS Land.

Note : This field cannot be updated after Insert → Save is completed.

Related File Number*

When inserting new records, enter the file number for which you are relating to the file number specified in column A.

Note: This field cannot be updated after Insert → Save is completed.

Related File Sub

When inserting new records, enter a sub, if applicable to relate files at the sub level.

Note: This field cannot be updated after Insert → Save is completed.

Relationship

If entered, the code must exist in Relationship Validation Table.

Comment

Free-format up to 120 characters.

Facility Agreement Obligations

 

COLUMN

HINTS & TIPS

File Number*

When inserting new Obligation records, the File Number specified must already exist.  

When updating an existing Obligation, the File Number cannot be changed.

Occurrence*

When inserting a new row do not populate this column, this is a system-generated value, and it will be populated during Save.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Delete

This value is applicable on the spreadsheet only and is not stored in the table. 

When inserting a new record, enter a value of "N".  If blank, "N" is assumed.

When updating, retrieve existing data via Get Data, the Delete value will default to "N".  Change the value to "Y" to indicate that you wish to delete the specific row.  If blank, "N" is assumed. 

  • Validate will display a 'Conflict' error along with message 'Row will be deleted - are you sure?'.  Simply change the Delete column back to "N", if you change your mind.  

  • Upon Save, the rows with a delete flag of "Y" are deleted from the database and the remaining rows occurrence number will be renumbered.  However, the just deleted row will still appear temporarily on the spreadsheet with status = 'Deleted' as a visual indication that the row has been deleted and the occurrence renumber will not be apparent.  A subsequent Get Data will omit the deleted rows and display the reordered rows occurrence. 

Obligation Type*

Code must exist in Validation Table  Obligation Contract.

Date*

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Frequency*

Value must be O, A, SA, Q, M, 2Y, 3Y, 4Y, 5Y, 10, 20, 21 or 25.

Company*

Value must be Y or N.

Satisfied*

Value must be Y or N.

Comp Date

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Party Resp*

Code must exist in Validation Table  Obligation Responsibility.

Description*

Free-format up to 1910 characters.

Facility Agreement Mail Ballots

COLUMN

HINTS & TIPS

File Number*

When inserting new Mail Ballots, the File Number specified must already exist.

When updating an existing Mail Ballot, the File Number cannot be changed.

Occurrence

Do not populate this column when inserting new data. This is a system-generated value and it will be populated during Save.

Note: The  Occurrence (Occ) Number can be renumbered at any time in the Qbyte CS Land application (if required) to change the display order of the rows.

Delete

This value is applicable on the spreadsheet only and is not stored in the table. 

When inserting a new Remarks record, enter a value of "N".  If blank, "N" is assumed.

When updating, retrieve existing data via Get Data, the Delete value will default to "N".  Change the value to "Y" to indicate that you wish to delete the specific row.  If blank, "N" is assumed. 

  • Validate will display a 'Conflict' error along with message 'Row will be deleted - are you sure?'.  Simply change the Delete column back to "N", if you change your mind.  

  • Upon Save, the Remarks with a delete flag of "Y" are deleted from the database and the remaining remarks occurrence number will be renumbered.  However, the just deleted row will still appear temporarily on the spreadsheet with status = 'Deleted' as a visual indication that the row has been deleted and the occurrence renumber will not be apparent.  A subsequent Get Data will omit the deleted rows and display the reordered remarks occurrence.

Mail Ballot No.*

Free-format up to 15 characters.

Motion Type

Code must exist in Validation Table  Motion Type.

Sent Date

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Due Date *

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Results Date

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Motion Approval

Value must be  A (Approved), D (Denied), R (Rescinded), or C (Cancelled).

Internal AFE

Free-format up to 16 characters

Gross Dollars

Max value 999,999,999.99

External AFE

Free-format up to 16 characters

Net Dollars

Max value 999,999,999.99

Description *

Free-format up to 1910 characters.

Facility Agreement Client Defined

The ability to Insert and update data on mass within Qbyte Exchange for the Client Defined tab is different than how that data is entered into Qbyte CS Land. 

  • Tab label will be generic 'Client Defined' not the unique label defined in the Qbyte CS Land configuration. 

  • Specific fields (label and its value) must be entered into its own row within the spreadsheet.  If a specific field is not needed, it does not need to be added in the spreadsheet.  In Qbyte CS Land all defined Client Defined Fields are shown n the window regardless if a value has been populated or not.

  • Get data from P2 will bring only the fields (rows) with values populated into the spreadsheet.  

COLUMN

HINTS & TIPS

COLUMN

HINTS & TIPS

File Number*

When inserting a new Client Defined record, the File Number specified must already exist.  Any one File Number may have multiple rows in the spreadsheet if there are more than 1 applicable Client Defined Labels/Values.  

When updating an existing Client Defined record, the File Number cannot be changed.

Label*

When inserting a new Client Defined record, the Label must be entered exactly as it appears in the Qbyte CS Land window (or as defined in Admin > Client Defined Fields update screen). 

When updating an existing Client Defined record, the Label cannot be changed.

Value*

The Value is required when inserting new rows and can also be updated after the initial save.  The cell is always defined as Text in the Qbyte Exchange spreadsheet regardless of Value entered. 

Values entered are validated accordingly per the field setup in Qbyte CS Land:

  • Dates can be entered with or without a format.   For example, if a date format of 'yyyy-mm-dd' has been defined, the date must be entered as '2022-12-13'. If a date format was not defined, the date can be entered as '2022-12-13', and Qbyte Exchange will format the date to the default date format of 'Dec 13, 2022' - just like it is in the application.

  • Validation codes entered must exist in the applicable validation code table.

  • String values entered must not exceed 1910 alpha/numeric characters.  Alt + Enter can be used to break the text string to a new line.

  • Percentage can be entered with or without a format.  

  • Number can be entered with or without a format.  For number fields setup with masks:

    • The 0 (zero) character will allow a leading zero to be entered in Qbyte CS Land and all leading zeroes will be visible when the field is imported to Qbyte Exchange.  For example, with mask 000-000-00000, entered as 00-000-0001 in Qbyte CS Land, will display as 000-000-0001 in Qbyte Exchange.

    • The # character will allow a leading zero to be entered in Qbyte CS Land only if there is a non-numeric character like a dash (-) in the mask.  Leading zeroes are not displayed when the field is imported to Qbyte Exchange.  For example, with mask ###-###-####, entered 000-000-0001 in Qbyte CS Land will display as '- -1' in Qbyte Exchange.

Note:  If a Client Defined field was setup in Qbyte CS Land as being mandatory, then in Qbyte Exchange a value must be provided for that field if that Label exists in the spreadsheet.  However, if there is not a row for the Label in the spreadsheet, there is not validation to indicate it is missing.



 


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