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Configure supply valuation pool

Configuring a supply valuation pool involves accessing the configuration screen, creating categories for better organization, and managing key details such as valuation definitions and pipeline points.

Prerequisites

  • You must have the permissions to add or update the Supply valuation pool screen.

Process steps

Step 1: Navigate to Internal supply valuation pool screen

  1. Log in to the nGenue application.
  2. Click on the Search icon and type Supply valuation pool in the search bar.
  3. Double-click Supply valuation pool in the search results to open the Supply valuation pool screen. navigate_supply_valuation_pool
  4. The next screen has two main sections: Valuation pool selection and Valuation pool configuration. supply_valuation_pool
    1. Valuation pool selection: Displays a list of existing valuation pools.

    2. Valuation pool configuration: Shows the details of the selected pool, allowing you to add, update, or edit configurations. The table below describes the available icons and their functions: valuation_pool_configuration

      Icons Description
      alt text Add a new record
      alt text Edit the record detail.
      alt text Save the record.
      alt text Cancel the updates being made to the record.
      alt text Delete a record.

Step 2: Configure a valuation pool

  1. Open the Valuation pool configuration screen and click on the Add button.

  2. Enter the following details under the Valuation pool definition tab:

    Fields Description Data type Mandatory (Y/N) Fetched from (UI screen) Displayed on (UI screen)
    Val pool Id An auto-generated identifier assigned when the valuation pool configuration is saved. Auto-generated Y Auto-generated N/A
    Valuation pool name A user-defined name to describe the valuation pool. String Y User input Pipeline location
    Description Optional field for providing additional context or details about the valuation pool. String N User input N/A
    Commodity The specific commodity associated with the valuation pool, selected from a predefined dropdown list. Dropdown Y Commodities screen N/A
    Market index/curve A dropdown list allowing selection of the applicable market index or curve for valuation. Dropdown Y Index curve definition screen MTM screen
    Effective date The date when the valuation pool becomes active. Date Y User input N/A
    End date The expiration date for the valuation pool; can be left blank if the pool is to remain active indefinitely. Date N User input N/A

Step 3: Configure pipeline points

  1. Go to the Pipeline points tab and click on the Assign points to button. Assign_points
  2. Enable the Pipeline checkbox and select the pipeline from the dropdown.
  3. Click Load location to display the available locations. Load_location
  4. Add locations by:
    • Click on the forward arrow (>>) key to include all locations.
    • Click on the forward arrow (>) key to include selected locations.
  5. Remove locations using the backward arrows (<< or <) if necessary.
  6. Click Accept to save your changes. accept_changes
  7. The system will display the assigned valuation pool under the Valuation pool section on the Location screen.