BOLO COURSE CATALOG - P2 Energy Solutions · 2020. 9. 20. · BOLO Training website: > Services > Training > BOLO. You may also custom-schedule webinar training, and the contents

BOLO COURSE CATALOG CLASSROOM AND WEBINAR TRAINING P2 Products Course Catalog

P2 Energy Solutions | Confidential © 2020 P2 Energy Solutions

Updated 8/26/2020

Catalog Version P2 BOLO Course Catalog, published September 2020, version 2

Copyright Notice 2020 P2 Energy Solutions. All rights reserved. No reproduction without written permission.

While all reasonable care has been taken in the preparation of this document, no liability is accepted by the authors, P2 Energy Solutions, for any errors, omissions or misstatements it may contain, or for any loss or damage, howsoever occasioned, to any person relying on any statement or omission in this document.

Any questions regarding this document should be forwarded to:

P2 Energy Solutions 1670 Broadway, Suite 2800 Denver, CO 80202 United States

Table of Contents


Updated 8/26/2020

BOLO Training Program ......................................................................... 5 Training Website ......................................................................................... 5

Training Options ......................................................................................... 5

How to Register for a Scheduled Training Webinar ................................................. 6

All Training: Cancellation, Refund and Complaint Resolution Policies .......................... 6

Class Fees ................................................................................................. 7

Coursed Listings by Module .................................................................... 8

Training Webinars – Course Descriptions ................................................... 10 1099 Processing Refresher ............................................................................. 10

1099 Online Series ...................................................................................... 11

Accounts Payable ACH Process........................................................................ 12

Accounts Payable Entry ................................................................................ 13

Accounts Receivable ................................................................................... 14

Advanced Query Online Series ........................................................................ 15

Audit Logging ..................................................................................................... 18

AFE Introduction (Capital Budgeting) ................................................................ 17

Basic Security System Administration ................................................................ 18

Beginning Query Online Series ........................................................................ 19

BOLO User Interface (UI) Navigation .................................................................. 20

Cash Receipts ........................................................................................... 21

CDEX ...................................................................................................... 22

Cost Centers ............................................................................................. 23

Escheat ................................................................................................... 24

Financial Report Builder (FRB) Introduction ........................................................ 25

General Ledger .......................................................................................... 26

GL Coding Controls and Approvals ................................................................... 27

Land Division of Interest- Session I ................................................................... 28

Land Division of Interest- Session II .................................................................. 29

Lease Payment Process ................................................................................ 30

Menus and Profiles...................................................................................... 31

Name and Address ...................................................................................... 32

Table of Contents


Updated 8/26/2020

Ownership Changes for Land and Accounting ....................................................... 33

Reporting Hierarchies/Drill Down .................................................................... 34 Spreadsheet Interface (SSI) Introduction ............................................................ 35

Classroom Instruction – Course Descriptions .............................................. 36 Accounts Payable (AP) ................................................................................. 36

Accounts Receivable ................................................................................... 37

Advanced Query ........................................................................................ 38

AFE Introduction ........................................................................................ 39

Beginning Query ........................................................................................ 40

Cash Disbursements .................................................................................... 41

Cash Receipts ........................................................................................... 42

CDEX ...................................................................................................... 43

Asset Tracking and DD&A Processing ................................................................ 44

Division Orders .......................................................................................... 45

DOI and Ownership Changes........................................................................... 46

Fast Track ................................................................................................ 47

Financial Report Builder ............................................................................... 48

General Ledger .......................................................................................... 49

GL Coding Controls and Approvals ................................................................... 50

JIB Setup and Processing .............................................................................. 51

Land Overview .......................................................................................... 52

Land Query .............................................................................................. 53

Landman 101 Training ................................................................................. 54

Revenue Accruals ............................................................................................. 55

Revenue Adjustments .................................................................................. 56

Revenue Processing .................................................................................... 57

Revenue Setups ......................................................................................... 58

Spreadsheet Interface ................................................................................. 59

BOLO

P2 Products Course Catalog


Updated 8/26/2020 Page 5

BOLO Training Program

Training Website

Visit the BOLO Training webpage for current webinar Calendars and Course Catalog with complete information about all BOLO training options, including course descriptions and pricing information.

Training website link: http://www.p2energysolutions.com/services/training/bolo-training

Training Options

P2 offers the following types of BOLO training:

• Training WebinarsPlease refer to the Calendar on the P2 Training website for a schedule of upcomingwebinars: www.p2energysolutions.com > Services > Training > BOLO

See the Training Webinars – Course Descriptions section of this catalog for completecourse descriptions of webinar classes.

• Classroom InstructionClasses may be held at a P2 Training Facility or custom-scheduled at client offices. Seecourses in this catalog with Delivery of “Group Live” for complete coursedescriptions.

Contact the P2 Training group at [email protected] to schedule aclass.

• Custom-scheduled TrainingYou may custom-schedule classes to be held at your company offices or at our Denveror Houston training centers. You can also custom-schedule training webinars. Toarrange a custom class, contact the P2 Training Department [email protected].

http://www.p2energysolutions.com/services/training/bolo-training

http://www.p2energysolutions.com/

mailto:[email protected]


BOLO




How to Register for a Scheduled Training Webinar

Webinar sessions are self-registering through the p2energysolutions.webex.com website. To obtain a password or for questions, please email [email protected].

All Training: Cancellation, Refund and Complaint Resolution Policies

For your convenience, we will bill you for your class at the end of the month following the class date. In the event that you must cancel your registration, send email to [email protected] two business days or more prior to the webinar start time, to avoid being billed for the webinar. For more information regarding administrative policies such as complaint and refund, please contact the P2 Training Department at [email protected].




BOLO




Class Fees

Training Pricing Offering Pricing Discounts Conditions

Webinar Training Class

If any customization is done to standard classes, additional charges are applicable

$250/hour - 1 connection

Standard consulting hourly rate for any customizations to the webinar that might require customized set up, development and planning

Clients with multiple locations attending must have someone from each site register for a connection.

BOLO




Coursed Listings by Module

Classes in this training guide are described under the Training Webinars section (alphabetically) or under the Classroom Training section (alphabetically).

The following table lists classes by BOLO module (continued on next page).

MODULE CLASS TITLE TYPE Accounts Receivable Accounts Receivable Webinar and classroom Asset Tracking and Material Transfer

Asset Tracking and DD&A Processing Webinar and classroom, customized

Capital Budgeting AFE Introduction Webinar and classroom Cash Disbursements 1099 Online Refresher Webinar

1099 Online Series Webinar Cash Disbursements Classroom

Core BOLO User Interface Navigation Webinar Cost Centers Webinar Fast Track Classroom Name and Address Webinar

Core Accounting AP ACH Process Webinar Accounts Payable Entry Webinar Accounts Payable (AP) Classroom Cash Receipts Webinar and classroom General Ledger Webinar and classroom GL Coding Controls and Approvals Webinar and classroom Joint Interest Billing (JIB) Setup

and Processing Classroom

Land DOI and Ownership Changes Classroom Division Orders Classroom Land Division of Interest – Session I Webinar Land Division of Interest – Session II Webinar Land Overview Classroom Land Query Classroom Landman 101 Classroom Lease Payment Process Webinar Ownership Changes for Land and Accounting

Webinar

BOLO




The following table lists classes by BOLO module (continued from the previous page).

MODULE CLASS TITLE TYPE Regulatory Reporting

Escheat Webinar (custom schedule)

Reporting Advanced Query Classroom Advanced Query Online Series Webinar Beginning Query Classroom Beginning Query Online Series Webinar Financial Report Builder (FRB) Classroom Financial Report Builder (FRB) Intro Webinar Reporting Hierarchies/Drill Down Webinar (custom schedule) Spreadsheet Interface (SSI) Classroom Spreadsheet Interface (SSI) Intro Webinar

Revenue CDEX Webinar and classroom Revenue Adjustments Classroom Revenue Processing Classroom Revenue Setups Classroom

System Administration

Audit Logging Webinar Basic Security System Administration Webinar Menus and Profiles Webinar



BOLO


Training Webinars – Course Descriptions

The following webinars are scheduled periodically and a calendar can be viewed on the P2 BOLO Training website: www.p2energysolutions.com > Services > Training > BOLO. You may also custom-schedule webinar training, and the contents may be customized to your needs. To arrange a custom class, contact the P2 Training group at [email protected].

1099 Processing Refresher

Module: Cash Disbursements

The 1099 Online Refresher is designed for those who have attended the Bolo 1099 Series in the past and need a refresher or want to learn about updates for the current tax year.

The fee for this session is per connection (1-4 participants). Online training sessions are self- registering through the P2TrainingCenter.webex.com website. To obtain a password, or for any questions, please email [email protected]. After you register, you will receive an invitation on how to join the session and a training manual PDF within 48 hours of the class. To cancel registration, email [email protected] 48 hours or more prior to the webinar start time, to avoid being billed for the webinar.

Objectives

• 1099 Preparation• Reports to Review• Transaction Posting• Transaction Maintenance• Form Creation• Media Creation (Creating the EDI file for the IRS FIRE System)• Updates for the 2020 Tax Year

Class Level: Intermediate .................... Pre Req: 1099 Online Series or comparable experience

Class Length: 2 hours ............................... Field of Study: Computer Software and Applications

Advanced Preparation: No required Advanced Preparation

http://www.p2energysolutions.com/






BOLO


1099 Online Series


The 1099 Online series is a multi-session webinar series, taught in two 2 hour sessions. This course covers 1099 Processing in-depth and includes: 1099 Preparation, Post and Review Transactions, 1099 Transaction Maintenance, and 1099 Statement Printing.


Objectives 1099- 1099 Preparation • Set up applications for tax year and company• Set up an owner for back up withholding1099- Post and Review Transactions• Post Transactions to 1099.TRANS(YY) file• Review transaction posting

1099- 1099 Transaction Maintenance • Transactions being reported to the IRS• Create Pseudo check for 1099 information• Common transaction scenarios• 1099 upload1099- Statement Printing• Process to post information to the 1099.FORMS (YY)• View generated 1099 statements• Using Filter Raw Print• Transmitting the MAG file to the FIRE IRS system



BOLO




Class Level: Intermediate ............................................................ Pre Req: BOLO UI Navigation

Class Length: 3 hours ............................. Field of Study: Computer Software and Applications


Accounts Payable ACH Process

Module: Core Accounting

The BOLO software supports Automated Clearing House (ACH) payments through the Accounts Payable module and the Revenue module. The ACH process allows electronic transfer of funds from the client’s designated AP financial institution to the vendor’s designated ACH financial institution. In this one-hour Webinar session we will demonstrate setting up employee expenses for ACH.

This webinar is available for custom schedule. To schedule the class, email [email protected]. This webinar includes a training guide download.

Objectives

• Enable the AP financial institution for ACH• Create Special Handling Codes to support the AP ACH process• Create a financial institution for a vendor• Enter an invoice to be paid through the ACH process• Generate the ACH file for the AP module

Class Level: Basic ............................................................................................. Pre Req: AP Entry

Class Length: 1 hour ................................ Field of Study: Computer Software and Applications





BOLO


Accounts Payable Entry


In this one-hour Webinar session we review the invoice register and invoice data entry screen. Templates will be discussed, and basic AP reports reviewed. This class may be custom scheduled as classroom or webinar training.


Objectives

• Invoice register• AP invoice data entry• Invoice templates• Invoice reversal• Vendor inquiry• AP sub-ledger report• Accounts Payable coding edit report

Class Level: Basic ............................................................................ Pre Req: Name and Address

Class Length: 1 hour ................................. Field of Study: Computer Software and Applications






BOLO


Accounts Receivable

Module: Accounts Receivable

In this one-hour Webinar session we cover system setups, entering manual accounts receivable invoices, cash calls and reports. You will review the best reports to assist you in analyzing your open receivables and how to make adjustments to manual invoices and cash calls. This class may be custom scheduled as classroom or webinar training.


Objectives

• Understand and utilize AR System setups and defaults that effect processing and internalprocedures

• Create a new customer in the AR1210 application• Be able to generate an AR Invoice• Perform a cash call invoice• Print manual invoices• Understand and utilize Aging and sub-ledger reports• Perform adjustments to manual invoices and cash calls

Class Level: Intermediate .............................................................. Pre Req: BOLO UI Navigation







BOLO


Advanced Query Online Series

Module: Reporting

The Advanced Query on-line series is a multi-session webinar series, taught in two 1.5 hour sessions. The prerequisite is the Beg Query Online Series or Beginning Query. Participants will increase their ad hoc reporting skills by participating in engaging exercises. This class may be scheduled as classroom or webinar training.


Objectives

• Review of Beg Query• Advanced Formatting• Advanced Computation• Advanced Commands• Creating a Saved Query• Querying multi values• Building A dictionary item• Creating an ad hoc virtual dictionary item

Class Level: Advanced .................................................................................. Pre Req: Beg Query

Class Length: 3 hours .............................. Field of Study: Computer Software and Applications






BOLO


Audit Logging

Module: System Administration

The Audit Log module is a separately licensed module. This session is designed to review the setups and benefits of using audit logging to meet SOX compliance.


Objectives • Benefits of Audit Logging• Role of Before Update and Before Delete triggers• Audit log profile setup• Audit Log Report for reporting requirements

Class Level: Basic ........................................................................... Pre Req: BOLO UI Navigation







BOLO


AFE Introduction (Capital Budgeting)

Module: Capital Budgeting

The Capital Budgeting System tracks how your company tracks and reports Authorization for Expenditure (AFE) information. In this session we will look at the maintenance setup and reporting of AFEs. This class may be scheduled as classroom or webinar training.


Objectives

• Benefits of AFE's• AFE profiles• Control coding• AFE reports

Class Level: Basic ...................................................................................... Pre Req: Cost Centers







BOLO


Basic Security System Administration


The BOLO software includes tools for the System Administrator to handle user and global settings, review locks and error messages, review licensing, and control required prompts. In this session we will work with the individual applications and reports that assist the System Administrator in troubleshooting and monitoring the activities in the BOLO software.


Objectives • Change/Review system and user global settings• Set up the Approval process• Handle processes and user messages• Review locks• Check license usage• Set up prompt-level security








BOLO


Beginning Query Online Series

Module: Reporting

The Beginning Query online series is a multi-session webinar series, taught in two 1 hour sessions. The class is designed to teach end users the power of the Advanced Searches and Query Interface in ad hoc reporting. See the agenda for specific topics. This class may be scheduled as classroom or webinar training.


Objectives

Session One: • Advanced searches including lookup fields; Cross reference window; Export to Excel; Create

and manipulate data in saved lists• Basic Query including six step process in creating a query; Query sets; Generate comments

and search comments; Dictionary items and file names; LIST statement on NAME file; Exportquery to results tab, report viewer, and Excel; Query security

Session Two: • Working with Verbs including Select statement; Count records in a file; Sum and Total

commands; Detail suppress for summary and detail queries; Break.on and Sort• Formatting including Column spacing; Basic headings; Prompt for values; andCombination

queries

Class Level: Intermediate .................................. Pre Req: UI Navigation, Name Address Master







BOLO


BOLO User Interface (UI) Navigation

Module: Core

The BOLO User Interface (UI) Navigation course is designed to review how to efficiently navigate through the BOLO Software, making data entry and searching for assistance a snap. This class may be scheduled as classroom or webinar training.


Objectives

• Main menu functions• BOLO's application nomenclature• Menu shortcuts• Locating applications using find, short cuts, and keywords• Different types of data fields and functions• Basic data entry• Advanced searches• Working with Canned Reports

Class Level: Basic .................................................................................................. Pre Req: None







BOLO


Cash Receipts


This one-hour webinar will walk participants through the Cash Receipts Process and setup screens. This class may be scheduled as classroom or webinar training.


Objectives

• Company set up for cash receipts• Apply and approve cash receipts• Research and verification of reports• Cash receipts process








BOLO


CDEX

Module: Revenue

BOLO provides a separately licensed tool to automate the receipt and distribution of Revenue Check Detail. The CDEX module allows users to review the check prior to creating a batch, prevent duplicate check input, create revenue vouchers, and create CDEX files to send check data to owners/payees. This class may be scheduled as classroom or webinar training.


Objectives

• CDEX setup screens• Set up company to receive and send CDEX files• Receive and process a CDEX file• Process and send a CDEX file• Run CDEX reports








BOLO


Cost Centers

Module: Core

Cost Centers are buckets that are used to capture costs and statistical data for leases, prospects, areas, districts, basins, properties, and fields. Cost Centers are used in reporting and coding controls. It is important that clients understand the purpose of Cost Centers and their impact on the BOLO software. This online session will discuss cost centers and how they are used in the Bolo software.


Objectives

• Cost center definition• Cost center types• Cost center categories• Cost center reports• Cost center imports






BOLO




Escheat

Module: Regulatory Reporting

The Escheat module is a separately licensed module that allows BOLO users to track and report on owners that meet the Agency definition as Escheatable. Please verify that your company has licensed this module before registering this course.

This webinar is available by Custom schedule only.

Objectives

• Students will be able to set up the Agency for Escheat.• Students will be able to set up owners for Escheat.• Students will be able to maintain owner status and remark codes for the Escheat Process.• Students will be able to produce the report for Escheat to the Agency.


Class Length: 3 hours............................... Field of Study: Computer Software and Applications




BOLO


Financial Report Builder (FRB) Introduction

Module: Reporting

The BOLO software is delivered with a report writing tool and delivered the templates. The Report Writer allows users to create custom canned reports that are run from the BOLO Menu. In this course we will focus on the basics of the report tool writer. This class may be scheduled as classroom or webinar training.


Objectives • Access GL1280E- Financial Report Parameters Maintenance• Access 'I' menu type templates• Understand the User Parameters defined in the INC.1 template• Make a copy of a delivered template• Place the copy of the delivered template onto a user's menu panel• Dissect columns ,rows, and headers on the delivered INC.1 template

Class Level: Advanced ................................................................................. Pre Req: Intro to SSI





BOLO




General Ledger


This class provides an overview of the Bolo General Ledger module. It covers General Ledger (GL) Setup, data entry, processes (GL2350 and GL2315) and reports. This class may be custom scheduled as classroom or webinar training.

Objectives

• Purpose and functions of the GL module• General Ledger setup and programs required• GL Data Entry programs and their purpose• Standard GL reports and how to access them• How to run GL Processes: P&L Close process and Automated Account Analysis process




BOLO




GL Coding Controls and Approvals


General Ledger (GL) Coding Controls and Approvals is geared towards accounting staff and deals with controls as they pertain to the general ledger, accounting period, and chart of accounts. We cover approval setup, approval processing and posting options. This class may be custom scheduled as classroom or webinar training.

Objectives

• Coding requirements• Data entry• Required information• Coding restrictions• Approval Setup• Approval Processing• Posting Options

Class Level: Intermediate ........................................................... Pre Req: Accounting Overview

Class Length: 1.5 hours ............................ Field of Study: Computer Software and Applications




BOLO


Land Division of Interest- Session I

Module: Land

Divisions of Interest are a major culprit, making our industry and our jobs so complex. This course will introduce the various types of division of interest decks that can be built in the system: Land, Master, Revenue, and JIB. We will analyze how the calculations are performed, with a particular focus on building a land (lease) and master (well) burden-based deck.


Objectives

• Understand the definition of a Division of interest deck• Learn how to calculate and capture division of interest decimals• Understand the differences and similarities between Land, Master, Revenue and JIB decks• Learn the difference and benefits of an NRI and Burden-based Master or Revenue deck








BOLO


Land Division of Interest- Session II

Module: Land

This Land Division of Interest class supplements the Division of Interest Overview class with land- specific topics. Participants will learn how to create Well and Unit division orders from start to finish. This class has a particular focus on Master decks, which allow for capturing fractional interests and cloning to Revenue and JIB decks. They will learn how to create NRI and Burden- based decks and an understanding of components will be provided.


Objectives

• Build Burden-based and NRI division orders• Utilize the fractional interests Master deck feature• Copy division orders• Understand how to capture various components/deductions• Clone Master decks to JIB and Revenue decks• Copy Master decks from JIB and Revenue decks

Class Level: Intermediate ....................................... Pre Req: Land Division of Interest-Session I







BOLO


Lease Payment Process

Module: Land

Making Lease payments on a timely basis ensures that you do not lose a lease. The Lease Payment Process session is designed to walk you through the steps to verify and process payments due, troubleshoot problems, and create payments and financial entries. This session is appropriate for Land and Accounting personnel involved in the Lease Payment Process.


Objectives

• Define Lease Payments• Build Lease Payments in BOLO• Review Monthly Reports• Step Through the Lease Payment Process• Describe Voids and Reversals








BOLO


Menus and Profiles


In this session we will review the fields and tabs required to complete a BOLO user profile. Participants will create a template user to base profiles and menus off of and will run reports to verify setups. The Menu Maintenance record will be manipulated to remove folders from the BOLO Navigation panel, and to change application rights to read only.


Objectives • Identify the importance of the fields on BOLO user profile• Create a template user• Understand the difference between referencing and copying a profile• Manipulate the BOLO Navigation Panel to remove access to folders• Create Read only rights to a data application• Verify user profile rights using reports and advanced searches








BOLO


Name and Address

Module: Core

The Name and Address file is very important to BOLO Processing. In this session participants will learn how to properly set up records for COM1201, AP1210, AR1210, and RV1210 for processing. This class may be scheduled as classroom or webinar training.


Objectives

• Create NAME records, including VENDOR, CUSTOMER, and RV.OWNER• Creating site records• Copy existing records• Perform mass updates• Understand and assign usage codes• Process the Name and Address Information Report








BOLO


Ownership Changes for Land and Accounting

Module: Land and Accounting

This session will review types of ownership changes and the appropriate process to use within the system. We will also explain the difference between with recourse and without recourse and how this decision effects processing.


Objectives

• Perform successfully an Ownership change authorization• Understand the Mass land deck and ownership change process and properly run them• Generate a JIB deck and mass division order change• Generate a Revenue deck and mass division order change• Perform a reallocation of owner sales from assignments






BOLO




Reporting Hierarchies/Drill Down

Module Reporting

This course is designed to introduce end users to the power of Hierarchies and Drill Down reports in the BOLO Software.

This webinar is available by Custom schedule only.

Objectives

• Demonstrate the use of a predefined hierarchy in the Drill Down applications, FinancialReport templates, and Spreadsheet Interface to understand the power of implementing ahierarchy

• Review the set ups and requirements to implement a hierarchy in GL1212• Post the hierarchy processes to build cost center relationships and post transactions for

reporting purposes• Review best practices to ensure hierarchies maintain linearity and financial reports are

updated properly with the most recent transactions

Class Level: Advanced .............................................................................. Pre Req: Cost Centers





BOLO


Spreadsheet Interface (SSI) Introduction

Module: Reporting

Spreadsheet interface uses an Excel spreadsheet to pull BOLO data. The Excel formulas pull data from the Bolo database, providing you real time access to information as data changes. In this session, we will cover the using the function wizards to dynamically pull data from the Bolo into a spreadsheet and generate an LOS. This class may be scheduled as classroom or webinar training.


Objectives

• Have conceptual understanding of how the BOLO Spreadsheet interface tool is integratedinto, and works with, Microsoft Excel

• Have conceptual understanding of how the SSI function SZTTCREAD works• Have conceptual understanding of how the SSI function DGLINFOworks• Have conceptual understanding of how the SSI function VARBRPC works• Understand what type of data is suitable for SSI reports (versus Query or FRB)• Be able to review a functional SSI workbook and understand how the formulas work (afirst

step towards building SSI reports from scratch

Class Level: Intermediate ............................................................................. Pre Req: Beg Query





BOLO




Classroom Instruction – Course Descriptions

Each class includes a training guide and may be scheduled at the P2 Houston or Denver training facilities, or at client offices. These classes may also be customized to your needs.

Accounts Payable (AP)


The AP course is designed to introduce clients to the AP module in the BOLO Software. Participants will enter invoices, review set ups, and generate accounting distributions.

Objectives

• Understand the AP set up screens and their implication on the AP process• Generate invoices using registry program, data entry, invoice templates, and import process• Reverse an incorrect AP invoice• Run and review AP canned reports to assist in processing• Understand and implement AP profiles and approvals to affect the workflow of approving

vouchers


Class Length: Half day .............................. Field of Study: Computer Software and Applications


BOLO




Accounts Receivable

Module: Accounts Receivable

This course will cover system setups, entering manual accounts receivable invoices, cash calls and reports. You will review the best reports to assist you in analyzing your open receivables and how to make adjustments to manual invoices and cash calls.

Objectives

• Understand and utilize AR System setups and defaults that effect processing and internalprocedures

• Create a new customer in the AR1210 application• Be able to generate an AR Invoice• Perform a cash call invoice• Print manual invoices• Understand and utilize Aging and sub-ledger reports• Perform adjustments to manual invoices and cash calls


Class Length: Half Day .............................. Field of Study: Computer Software and Applications


BOLO




Advanced Query

Module: Reporting

In this session, we will be discussing querying multi valued attributes, building dictionary items, and formatting. A review of basic query is included in the session.

Objectives

• Manipulate queries to properly identify and pull information from multi-valued attributes• Utilize advanced formatting commands to customize query output• Work with advanced verbs to save lists, and generate merge lists from multipleSELECT

statements• Utilize the EVAL and TRANS modifier to create dictionary items that perform simple IF THEN

statements and pull information from tables that share a Key value

Class Level: Advanced ........................................................................ Pre Req: Beginning Query



BOLO




AFE Introduction

Module: Capital Budgeting

The Capital Budgeting System tracks how your company tracks and reports Authorization for Expenditure (AFE) information. In this class we will look at the maintenance setup and reporting of AFEs. This class may be scheduled at a client’s office as part of onsite training.

Objectives • Benefits of AFEs• AFE profiles• Control coding• AFE reports

Class Level: Basic ...................................................................................... Pre Req: Cost Centers



BOLO




Beginning Query

Module: Reporting

Ad hoc reporting is a requirement for many of our clients that need a report to look a certain way with specific data. In this course participants will create ad hoc reports using the advanced search functionality and the Query Command Builder. The focus of this course is to provide participants with a good foundation in being able to write their own query statements. The Beg query class is also offered in a two part online series which allows your group to the class from your office with up to five people attending.

Objectives • Perform an ad hoc report using advanced search• Perform the steps to create new query sets for organization and location of existing queries• Access query command builder to select dictionary items from the appropriate tables• Utilize the SAMPLE command to view output from dictionary items• Construct query statements using the query commands SELECT, LIST, COUNT, and SORT

Class Level: Intermediate .................................. Pre Req: UI Navigation, Name Address Master

Class Length: Full day ............................... Field of Study: Computer Software and Applications


BOLO




Cash Disbursements


This class covers the functionality of the Bolo Cash Disbursement module, including system setup, AP check processing, manual AP check processing, voiding AP check processing, bank reconciliations and standard reports.

Objectives

• Basic understanding of the Cash Disbursement system setup • How to run AP Check processing programs • How to run AP Manual Check processing programs • How to void AP check processing • Bank Reconciliations and the CD module programs involved • How to run standard Cash Disbursement reports




BOLO




Cash Receipts


This course provides an overview of the BOLO Cash Receipts module, cash receipts entry and processing, application of deposits, CR standard reports, and CR processing (recording and applying deposits).

Objectives

• Basic understanding of the BOLO Cash Receipts module• How to enter and process cash receipts using CR1301• How to apply cash receipts• The CR standard reports and how to run them• How to record and apply deposits




BOLO




CDEX

Module: Revenue

BOLO provides a separately licensed tool to automate the receipt and distribution of Revenue Check Detail. The CDEX module allows users to review the check prior to creating a batch, prevent duplicate check input, create revenue vouchers, and create CDEX files to send check data to owners/payees.

Objectives

• CDEX setup screens• Set up company to receive and send CDEX files• Receive and process a CDEX file• Process and send a CDEX file• Run CDEX reports

Class Level: Intermediate ................................................................................ Pre Req: Revenue



BOLO




Asset Tracking and DD&A Processing

Module: Asset Tracking

The Asset Tracking (AT) module is a separately licensed module that allows users to manage fixed assets for both their oil and gas properties and furniture and fixtures. The AT module is fully integrated with the Accounts Payable and General Ledger modules within the BOLO software package. The Depreciation, Depletion and Amortization (DD&A) portion of the Asset Tracking module allows users to automate accounting entries and support straight line, SYD, declining balance, SCRS, MACRS and UOP depletion of methods. This course give users a broader understanding about which applications are used to perform the business functions supported by the AT module, along with various application-specific tips and recommendations to make AT users more self-sufficient.

This course is offered by custom-schedule only, at customer request, as classroom or webinar training. For full comprehension of the course material, we recommend that it be taken immediately following the actual BOLO Asset Tracking implementation, with student involvement during implementation providing a foundation for the formal training. This class is recommended for the Accounting Personnel responsible for calculating and posting periodic DD&A entries to the General Ledger (including supervisors and managers). Course length may vary dependent on client-specific situations. Typically the Classic Asset DD&A portion requires 8 hours and the Oil and Gas Asset DD&A portion requires 8 hours. Either part can be implemented stand-alone or both may be implemented, in which case the estimated training length is 16 hours.

Objectives

• System-level Setup and Configuration Overview• Classic Assets including Preliminary Configuration, Creating Classic Assets, Classic Asset

Business Functions Supported, Standard AT Reports, and Custom AT Queries• Oil and Gas Assets including Preliminary Configuration, OG Business Functions

Supported, Standard AT Reports, and Custom AT Queries


Class Length: 1 to 2 days (varies) ............ Field of Study: Computer Software and Applications


BOLO




Division Orders

Module: Land

This course will review the various types of division of interests that can be built in the system: land, master, revenue, and JIB. Participants will build each type of DOI, understand how to make changes, and run reports using each type.

Objectives

• Set up new Division of Interest utilizing all 4 categories: land, master, JIB, and revenue• Understand the use and set up of Burden based revenue decks in the BOLO software• Be able to perform a change in DOI type• Run and review reports to find all DOI's owners and cost centers


Class Length: Half day ............................. Field of Study: Computer Software and Applications


BOLO




DOI and Ownership Changes

Module: Land

This course will review the various types of division of interests that can be built in the system: Master, Revenue, and JIB. Participants will build each type of DOI, understand how to make Manual and Mass Ownership Changes, and run reports using each type.

Objectives

• Set up new Division of Interest for types: Master, Revenue, and JIB• Build each type of DOI• Understand how to make Manual and Mass Ownership changes• Run and review reports for each type of DOI




BOLO




Fast Track

Module: Core

The four-day Fast Track course is designed to introduce new users to the BOLO software. An overview of the modules and how they interact with each other is reviewed. Participants get hands on access to a demo data area as they explore the BOLO software. The Fast Track class can be held at our site or yours with your data or ours. It can also be taught remotely, especially for BOLO ASP clients. Please contact your Account Manager or training to schedule this course. The cost of the course is dependent on the number of people and data area used during the training.

Objectives

• Create and modify existing records utilizing standard BOLOfunctions• Locate applications by nomenclature, keywords, and menustructure• Create Name and Address records for proper processing the AP, RV, and AR modules• An understanding of General coding controls and how to implement to ensure processing

errors do not occur when coding to specific accounts and sub accounts ( chart ofaccounts)• Set up and maintenance of the voucher Approval process to maintain SOX controls• Procedures for cost centers set ups to ensure proper allocations and reporting• An introduction to the AFE set up, processing, and reporting• Maintain Billing decks and Revenue decks• Demonstrate an understanding AP data entry including invoice processing, reporting, and

approval• An overview of Cash Disbursement module setup, processing, and reporting• Generate Manual AR invoices in the BOLO Software applications• An overview of Cash Receipts module setup, processing, and reporting• An overview of the General Ledger module setup, processing, and reporting

Class Level: Intermediate ..................................................................................... Pre Req: None

Class Length: 4 – 4.5 days ........................ Field of Study: Computer Software and Applications


BOLO




Financial Report Builder

Module: Reporting

This course is designed to introduce clients to the BOLO Financial Report Builder. The Financial Report Builder is used to generate lease operating statements, AFE comparisons, cost center actual to budget comparisons, property ledger trail balances, and property ledgers.

Objectives

• Understand the setup of GL1280E - The Financial Report Template builder application byexamining the INC.1 template.

• Utilize the BOLO copy function to tweak delivered templates utilizing client definedaccountgroups and calculations.

• Manipulate headings and captions to meet reporting needs• Manipulate rows and columns to change look and feel of report• Utilize the R1 and C1 dynamic variables to create complex calculations

Class Level: Advanced ........................................................................ Pre Req: Advanced Query



BOLO




General Ledger


This class provides an overview of the Bolo General Ledger module. It covers General Ledger (GL) Setup, data entry, processes (GL2350 and GL2315) and reports. This class may be custom scheduled as classroom or webinar training.

Objectives

• Purpose and functions of the GL module• General Ledger setup and programs required• GL Data Entry programs and their purpose• Standard GL reports and how to access them• How to run GL Processes: P&L Close process and Automated Account Analysis process




BOLO




GL Coding Controls and Approvals


General Ledger (GL) Coding Controls and Approvals is geared towards accounting staff and deals with controls as they pertain to the general ledger, accounting period, and chart of accounts. We cover approval setup, approval processing and posting options. This class may be custom scheduled as classroom or webinar training.

Objectives

• Coding requirements• Data entry• Required information• Coding restrictions• Approval Setup• Approval Processing• Posting Options

Class Level: Intermediate ........................................................... Pre Req: Accounting Overview



BOLO




JIB Setup and Processing


Joint Interest Billing (JIB) Setup and Processing walks you through all the setups required to process your joint interest bills. You will learn ways to make your processing more efficient by creating automated overhead entries, using cost center allocations and how to easily rebook your joint interest bills when an ownership change has occurred. This course will walk you all the way through printing your joint interest invoices.

Objectives

• Understand the Company setup screen and its effect on JIB processing• Map 8/8ths accounts to net cutback accounts• Set cost centers up to generate automatic overhead entries• Reallocate costs that had been billed to an incorrect owner• Change deck and session selection• Correct transaction descriptions prior to printing invoices• Cancel transactions so they do not appear on invoices (in and out transactions)• Cost center allocation matrices and process allocations• Reconcile JIB allocations with your GL• Process and print JIB statements• JIB accounting transaction process


Class Length: 2 full days........................... Field of Study: Computer Software and Applications


BOLO




Land Overview

Module: Land

This 2 ½ day interactive course is designed to introduce users to the BOLO Land Module. The focus of this course is to introduce new users to the BOLO Land system and reporting capabilities. Please contact [email protected] for additional information.

Objectives • System Bolo Overview and the Core pieces of software• Effectively navigate the system to improve efficiencies and understanding of theBOLO

software application• Review the Name and Address set up screens and their effects on the Land system• Set up a new lease and perform searches on existing leasesutilizing advanced searches and

canned lease reports• Perform Lease Maintenance on existing records in the BOLO software• Create a well in the PRD1210 application• Understand the use and set up of Land Contracts as it pertains to the Lease module• Run and review canned land reports• Perform a Land Mass change utilizing the LD2205 application for WELL.INFO and LEASE

records• Name and Address Review• Lease Setups and Searches• Lease Maintenance• Well Setups• Land Contracts• Land Reporting• Advanced Searches• Land Mass Changes


Class Length: 2 ½ days ............................. Field of Study: Computer Software and Applications



BOLO




Land Query

Module: Land

This all-day Land Query course is designed to assist end users in learning how to query the attributes and files specific to the Land Model. Participants are required to complete the Beginning Query Class before attending. However, if they have not, a review of Advanced Searches and the Query Model will be done during this class.

Objectives • Review the Query Command Line Interface: Creating Query Sets and Comments in

Query - Stacks• Introduction to the Query Development Model and Locating Dictionary Items and File

Names• Exporting to View, To Excel and to the HOLD file• Review the Advanced Search functionally• Review the function of LIST, SELECT, and SORT from the Beg Query class• Review locating attributes and files specific to the Land Module• Review sample Land attributes and understand their function and use in Land adhoc

queries• Creating a bridge between the LEASE and TRACT file utilizing BSELECT• Review sample Land queries




BOLO




Landman 101 Training

Module: Land

Landmen are often reluctant to navigate in a land system because they are unsure of what is available, how to find what they are looking for, and how to retrieve the information available to them. Consequently, Landmen often depend on land administration staff to run reports, create system-generated exhibits and perform analysis of land data. Since there are times when quickly retrieving data is necessary and no one is available to help, it is important for Landmen to have a basic working knowledge of the BOLO Land System. This class will introduce Landman to the land data being captured in BOLO, teach them how to perform quick lookups and inquiries of land information, and how to run and read land reports. This class will also teach Landmen how to capture and report contract data in BOLO.

Objectives • Land System set up High-level Overview• Performing Lease inquiries and utilize Advanced Searches to locate lease• Utilize canned land reports for analysis• Understand the contract screen and run canned reports to understand therelationship

between the contract and Lease




BOLO




Revenue Accruals

Module: Revenue

This course will review the revenue process and will focus on the revenue accrual process. This class may be scheduled at a client’s office as part of onsite training.

Objectives

• Set up the Revenue system set up screens and understand their impact on processing • Understand the accrual methods and impact on reporting and processing • Generate a relative price index • Load accrued oil and gas entries using data entry screens and

Class Level: Intermediate .......................................................... Pre Req: Revenue Adjustments



BOLO




Revenue Adjustments

Module: Revenue

The BOLO System offers many opportunities and ways to create and process Revenue Adjustments. These include adjustments based on user-defined assignments, pay code changes, reversals and rebooks, and adjustments at the owner level. Some of the methods we will discuss can be used to adjust division orders and owners in the Joint Interest Billing System and Land System. This class may be scheduled at a client’s office as part of onsite training.

Objectives • Generate new Ownership change requests in the BOLO software• Apply Ownership Change Authorizations to Revenue Division Orders and Unpaid Owner Sale

Items• Modify Pay Codes on Owner Sale records• Create and upload individual Owner Sale records• Reverse and Rebook Revenue Sales

Class Level: Intermediate .............................................................. Pre Req: Revenue Processing



BOLO




Revenue Processing

Module: Revenue

This course is designed to introduce clients to the Revenue process in the BOLO software and assist them in making the business process decisions required to set up the revenue system. Participants will learn how to process and review current months revenue. This class may be scheduled at a client’s office as part of onsite training.

Objectives

• Enter gross sales into the BOLO software utilizing the data entry screen and uploadmethod• Review prior month's adjustments due to price or volume corrections• Reconcile revenue processed to sub-ledgers and general ledger• Process revenue checks

Class Level: Intermediate .................................................................... Pre Req: Revenue Setups



BOLO




Revenue Setups

Module: Revenue

Set up of the BOLO Revenue System requires some time and consideration. There are a variety of options that make the system flexible to all calculation, owner sharing and purchaser receivable needs. The time spent setting up the system correctly for your needs will reduce the time spent in revenue entry each month. This will explain considerations to take when completing your set up to make the system work most efficiently for you. This class may be scheduled at a client’s office as part of onsite training.

Objectives

• Understand Revenue set up screens and properly maintain for the revenue process • Set up and understanding of the Balancing Owner in the BOLO software • Create and maintain Minimum Suspense Codes • Effectively utilize Sale Types • Enter Tolerance Amounts based on company requirements • Maintain and utilize Transaction Types • A review of Component set up and use in the BOLO software




BOLO




Spreadsheet Interface

Module: Reporting

This course introduces the BOLO Spreadsheet Interface (SSI) tool, which allows BOLO users to build Excel-based reports that retrieve data in real time from the native BOLO database. This course gives participants a conceptual understanding of the SSI tool, introduces the individual SSI functions, and demonstrates a few operational SSI reports to give participants an appreciation for the power and potential uses of the SSI tool.

Objectives • Gain conceptual understanding of how the BOLO Spreadsheet interface tool isintegrated

into, and works with, Microsoft Excel• Gain conceptual understanding of how the SSI function SZTTCREAD works• Gain conceptual understanding of how the SSI function DGLINFOworks• Gain conceptual understanding of how the SSI function VARBRPC works• Understand what type of data is suitable for SSI reports (versus Query or FRB)• Review several functional SSI workbooks and understand how the formulas work (a first

step towards building SSI reports from scratch)




Documents

BOLO COURSE CATALOG - P2 Energy Solutions · 2020. 9. 20. · BOLO Training website: > Services > Training > BOLO. You may also custom-schedule webinar training, and the contents