Release Notes 2.1
- IFS Energy and Resources (Deactivated)
- IFS Energy & Resources
Release Overview
Release Date
July 30, 2018
Release Type
Minor
Summary of Changes
Major upgrades were made to the ETL, improving the speed of incremental data loads.
Created new incremental ETL process and data structures for better performance of some IFS EU Party Transaction domains, ad hoc views and reports.
The IFS Reporting Intermediate Guide was published.
Three new domains were delivered for Midcap.
New report to support exception based reporting in IFS Workflow to identify owners that are approaching a payout status.
Transparency reports were developed for several Midcap reports and domains.
Compatibility Matrix
Interoperability Certification
Recommended System Requirements
Server Hardware
Minimum System Requirements - Software
Additional Reference Material
User Guides
You may find the following documents useful:
IFS Reporting Basic User Training Guide
This document provides an overview of basic IFS Reporting usage, including how to access IFS Reporting content, create and format Ad Hoc Views and Reports, and schedule Reports and Dashboards.
IFS Reporting Intermediate User Training Guide
This document provides in-depth instruction on advanced functionality for Ad Hoc Views, charts and dashboards, including calculated fields and measures, advanced chart formatting, and drill-down and drill-across hyperlinking in dashboards.
IFS Reporting Advanced User Training Guide
This document provides in-depth instruction on advanced functionality in IFS Reporting, including creating standard and virtual data sources, working with domains, calculated fields, filters and derived tables, and determining resources that depend on a domain.
IFS Reporting Financial Template Training Guide
This guide helps users generate a custom financial report using the IFS Reporting Financial Report Template. IFS Reporting templates help you generate custom financial reports by providing an Ad Hoc View with configured data, paired with a Report Template that formats the data.
These documents are available on this wiki.
Installation
Jaspersoft 6.4.3 Engine
The IFS Reporting Installer now installs the Jaspersoft 6.4.3 engine with the following upgrades:
COMPONENT | MINIMUM |
|---|---|
UI | UI changes are now deployed by the 2.0 installer. |
Views | Added checkboxes to install Qbyte and IFS Merrick Views. |
Installer Functionality |
|
Release Contents
Enhancements
MODULE | FEATURE | SUMMARY |
|---|---|---|
IFS AFE | Domain developed. | Domain: IFS AFE Approval Status Domain. Description: AFE status and signatory attributes from IFS AFE system. |
IFS AFE | Report developed. | Report: R 04.01 AFE Unapproved Status Table. Description: What is the status and who is the current signatory of active AFEs? Table displaying AFE details, including status, age, current signatory and due date. |
IFS Enterprise Upstream | Domain developed. | Domain: Party Transactions Domain. Description: Domain for Party Transactions including Components, Current Pay Status Details, and Payment Registers. |
IFS Enterprise Upstream | Ad Hoc View enhanced. | View: A 05.07 Owner Payment Status Detail Crosstab. Description: Owners to be paid owners not to be paid, summarized by party and report center. |
View: A 05.09 Party Transactions Allocation Crosstab. Description: Party Transactions summarized by process (distribution, ownership assignment, payment, etc.). | ||
View: A 05.10 Party Transactions by Report Center Crosstab. Description: Party transactions by report center and party, summarized by component category. | ||
View: A 05.11 Party Transactions with Payment Details Crosstab. Description: Party transaction details with component and payment detail. | ||
View: A 05.12 Party Transactions by Party Detail Crosstab. Description: Party transaction details. | ||
View: A 05.13 Party Transactions by Pay Status Crosstab. Description: Party transactions, summarized by party, pay status and component category (gross, deduct/taxes and net). | ||
IFS Enterprise Upstream | Report enhanced. | Report: R 05.07 Owner Payment Status Detail Crosstab. Description: Owners to be paid owners not to be paid, summarized by party and report center. |
Report: R 05.09 Party Transactions Allocation Crosstab. Description: Party Transactions summarized by process (distribution, ownership assignment, payment, etc.). | ||
Report: R 05.10 Party Transactions by Report Center Crosstab. Description: Party transactions by report center and party, summarized by component category. | ||
Report: R 05.11 Party Transactions with Payment Details Crosstab. Description: Party transaction details with component and payment detail. | ||
Report: R 05.12 Party Transactions by Party Detail Crosstab. Description: Party transaction details. | ||
Report: R 05.13 Party Transactions by Pay Status Crosstab. Description: Party transactions, summarized by party, pay status and component category (gross, deduct/taxes and net). | ||
Midcap | Domain developed. | Domain: IFS Midcap Check Register Domain. Description: Check register data from the Financial System. |
Midcap | Domain developed. | Domain: IFS Midcap Detail Sales History Domain. Description: Detail sales history data from the Financial System. |
Midcap | Domain developed. | Domain: IFS Midcap Gross Sales Ledger Domain. Description: Gross sales ledger data from the Financial System. |
Midcap | Transparency reports added. | Report: R 02.12 Lease Operating Statement Crosstab. Description: Option to generate reports showing user-selected parameter values and calculations used to generate report values. |
Midcap | Transparency reports added. | Report: R 02.14 Net Income (Gross and Net) Crosstab. Description: Option to generate reports showing user-selected parameter values and calculations used to generate report values. |
Midcap | Transparency reports added. | Report: R 02.16 Payout Non-Consent Statement. Description: Option to generate reports showing user-selected parameter values and calculations used to generate report values. |
Midcap | Transparency reports added. | Report: R 02.17 Unleased Mineral Interest Report. Description: Option to generate reports showing user-selected parameter values and calculations used to generate report values. |
Midcap | Transparency reports added. | Report: R 02.21 Well Detail Lease Operating Statement. Description: Option to generate reports showing user-selected parameter values and calculations used to generate report values. |
IFS Workflow | Report developed. | Report: WF 01.01 Payout Audit. Description: Payout Audit Report. |
Issues Resolved
MODULE | SUMMARY | NOTES |
|---|---|---|
Midcap | Vendor Approval spreadsheet column had a misspelling. | Issue: There was a misspelling in the Vendor Approval spreadsheet column. Resolution: Header Column G in the Vendor Approval spreadsheet for the Midcap extract process has been corrected to read “Indemnity Agreement”, and the extraction process was updated to use this new value. |
Midcap | Midcap AFE Domain had incorrect State data connections. | Issue: The Midcap AFE Domain had incorrect State data connections. Resolution: The Midcap extraction process and AFE Domain have been updated to properly connect to State information. |
Midcap | Midcap supplement date was not populating. | Issue: The Midcap Supplement Date was not populating. Resolution: The Midcap extraction process and AFE Domain have been updated to properly extract and display supplement dates. |
IFS Enterprise Upstream | Midcap Division Order Report Fixes. | Issue: The Midcap Division Order report required fixes. Resolution:
|
Known Issues
MODULE | SUMMARY | NOTES |
|---|---|---|
BOLO | Removal of IFS BOLO files. | Currently working with the IFS BOLO team on a resolution for the removal of IFS BOLO files that enabled IFS Reporting Division Order reports to generate accurately for burden decks in IFS BOLO version 13.5. |
Midcap | Trial Balance Report is missing P&L amounts. | Report R 02.24 Trial Balance does not include Profit and Loss amounts. |
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