Ever wondered when a rod string was last replaced on a well? Or when the last chemical treatment was performed, or a hot oiler was sent out? Have you ever thought it would be helpful to have a well “historical” notebook that could be reviewed quickly and easily—with invoices attached for one‐click access? Well, wonder no more!
SSI has a wonderful solution to these common requests: the SSI Well Historical Notebook, designed to do exactly that. SSI Notebooks are a streamlined and user‐friendly experience that works the way you do. The result? Faster insights, better tracking, and more informed decision‐making.
To support real‐world workflows, SSI also includes an Enter Later option. This feature allows notes to be added at a later time by someone more familiar with the operational details—such as a production superintendent or well asset manager.
Why is this important? Because accounts payable staff responsible for initial data entry may not always know what details are most relevant or what management considers critical. The Enter Later option ensures that the right information is captured by the right people, improving both accuracy and value.
Here’s how it works: New Notebook Report Filters have been added, including: Category Range, Required Notebooks Only, and Include/Exclude options for IDC, TANG, LH, and LOE, improving reporting filters visibility.
SSI also has a Notebook Maintenance Function. During Accounts Payable processing in AP03, when a category is marked as Notebook Entry Required, Extended Description prompts for a note. If the required information is not available, select Enter Later in WM02P to bypass entering the note at that time. SSI flags the transaction to be added to the “Later” Notebook Entries queue in WM02P.
To complete these entries, open WM02P and select Maintenance “Later” Notebook Entries. Displays all transactions with missing required notes. Select a transaction, enter the appropriate Extended Description, and save the entry. Once completed, the transaction is removed from the “Later” queue. This feature allows AP processing to continue without delay while ensuring required notes are completed at a later time by the appropriate user.
With more complete and reliable notebook data, organizations can also gain better insight into expense trends and make more informed decisions around key categories.
From streamlined AP processing to enhanced notebook management, this feature is another example of how we're Making Your Job EZier every day!
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