Qbyte Exchange for Facility Agreement
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- 1 Introduction
- 2 Facility Agreement Base*
- 3 Facility Agreement Remarks
- 4 Facility Agreement Name Xref
- 5 Facility Agreement Amend
- 6 Facility Agreement Terms
- 7 Facility Agreement Orig Parties
- 8 Facility Agreement Related Files
- 9 Facility Agreement Obligations
- 10 Facility Agreement Mail Ballots
- 11 Facility Agreement Client Defined
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 |
---|---|
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 |
---|---|
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.
|
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 |
---|---|
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 |
---|---|
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.
|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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.
|
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.
|
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 |
---|---|
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:
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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