The Product Sets Page

Use the product sets page to create product sets that will allow you to separate and categorize your products when you configure your ownership factors.

When deciding how to configure the groups in your product set, you will need an idea of how your contract will work. Perhaps the ownership factors defined in your contract will be the same for certain products. In this case, adding like-factored products into the same group will save you time in the long run. In the example contract below, oil and gas shared equivalent ownership values and were added to the same group when configuring the product set.

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  1. Select Reconciliation from the Navigation Toolbar.
  2. Click on the Contracts tab, and then the Product Sets page.

What you can do on this Page

Create a Product Set

To create a product set, follow these steps:

  1. Click the Create button.
  2. Select the version within which your contract will exist using the Version Link drop-down menu.
  3. Enter a name for your product set in the Product Set field.

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  4. (Optional) Enter a description of your product set in the Description field.

Add Groups to a Product Set

Each product set you create requires at least one group.

To add a group to your product set, follow these steps:

  1. Enter a name for your group in the Enter Group Name field.
  2. Click the Add Group button. Your new product group will be added to the Display pane below the Remaining Products group.

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  3. Add products to the group by dragging them from the remaining products segment and dropping them in your group.

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  4. You can also add products to your groups using the Move To tool.

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    1. Toggle the checkboxes beside the products you wish to move.
    2. Select the group you wish to move the selected products into using the drop-down menu found to the right of the Move button.
    3. Click the Move To button.
  5. Create additional groups as necessary.
    6. Products that are left in the Remaining Products group will not be added to your product set.
  6. Once you have configured your groups and added products to them, click the Save button near the top of the Display pane.

Modify a Product Set

Linking a product set with a contract will prevent it from being edited. Modifying a product set will require unlinking it from any contracts it is linked to.

To modify a product set, follow these steps:

  1. Select the set you wish to modify from the Product Set drop-down menu.
  2. Click the Edit button.
  3. Edit the product set as required.
  4. Click Save to save your changes.