Recording Material Transfers

Material Transfer Data

The Material Transfer form is used to track the movement of equipment and other materials on and off location. This form enables any number of transfers (shipments) to be recorded. Each shipment may have any number of items recorded.

For information on the Material Transfer, calculations and special features, see the Materials Transfer Data topic.

Cut, Copy, Paste, Delete Note: Users can cut, copy, paste or delete a row in a spreadsheet, by selecting a spreadsheet row number and right-clicking on the row. NOT all spreadsheets support the cut, copy, paste or delete features. But, data can be copied from any spreadsheet and pasted into an external application, such as Note Pad or Excel.

  1. From the surface or subsurface interface, click on the Activities link and select Material Transfer.

  2. Select the Record Transfer button to add a row to the spreadsheet.

  3. Enter details of the transfer.

  4. Select the Transfer Details link.

  5. Check the Transfer in check box if the material is being transferred onto the wellsite. Leave this check box unchecked if the material is being transferred off the wellsite.

  6. Enter the details of the material transfer such as, responsible parties, transfer method, etc.

  7. Select the Close button.

  8. Select the Manifest Details link.

  9. Select the Record Manifest Data button to enter the details for all accountable items, materials, or equipment that is included in the shipment using a separate row for each material type.

  10. Select the Close button.

  11. Click OK to save changes and close the dialog.

Import Spreadsheet Data

To import data into a spreadsheet:

  1. Right-click anywhere on the spreadsheet and select import.gif Import from the menu that appears.

  2. The Import Wizard appears.

    Note:     Imported data will create a new row in the spreadsheet. An existing empty row will be left empty.

  3. Select the source of the data to be imported.

  1. If the data has been copied to the Windows clipboard select the Clipboard option.

  2. If the data is located in a file select the File option.

  3. Once the File option has been selected click the Browse button to navigate to the location of the file.

  1. Click Next.

  2. Select the delimiter that best suits the format of the data. The following options are available:

  3. Tab - The wizard detects the location of all tabs within the data and separates the data into columns accordingly.

  4. Comma - The wizard detects the location of all commas within the data and separates the data into columns accordingly.

  5. Other - Enter an appropriate delimiter in the field provided any keyboard value can be entered in this field. The wizard detects the location of the newly defined delimiter within the data and separates the data into columns.

  1. A sample view of the data using the selected delimiter is displayed below the options.

    Note:     A paragraph return within text is read by the wizard as a new row for the data.

  2. Click Next.

    The next step is used to organize which columns the data will be placed into. The Wizard displays the data into Source Columns. These source columns are defined by the type of delimiter selected in the previous step (i.e., Tab, Comma, Other). Each source column contains a picklist that allows the user to define the destination of the data.

  3. Use the picklists to select the destination column for the imported data.

    Note:     If a Source column is not specified the data contained within it will not be imported.

  4. Once all columns have been defined, click Finish.

    The imported data appears in new rows of the spreadsheet/table.