DIPS Presentation

DIPS

Drilling Inventory and Procurement Systems

Software for Materials Management

History
Proprietary Software for over 15 yearsOngoing enhancement under the guidance of actual materials managersNow available on a commercial basisLease for just the period required
Contact: [email protected]

Main features
Build and maintain your own materials catalogue with multiple search criteriaCreate Wells and BOMs, MSRS, Manifests, Material TransfersAutomatic Inventory TrackingAudit reportsMultiple independent sites supported

Program overview
Relational database usedMultiple sort criteria Consistent interfaceExtensive use of reference codesLookup tablesReports - On screen, printed or PDFOn screen Help

Table view of data

Navigator

Sort on columns with blue headers

Each row corresponds to a record

Each column is a field

Edit view of data

Lookups and drop down lists for easier selection

All fields visible at once

Edit screen Toolbar

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Text file

Reports

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Materials Catalogue
Unique model number as identifier, with each site having its own rangeShort and long descriptions, size and unitsAdditional categorisation by type, class, nomen etc.Ownership to identify rentals and consignmentSerial and stock numbers can be recordedMultiple sort and search criteriaImages and PDFs can be associated with a model number

Materials definition screen

Automatic, unique model number

Descriptive fields

Categorisation and identification

Image files

The Information file can be a PDF or an image such as a BMP or JPG file.

If an image file is specified and Show images is checked then the image will be displayed, scaled to fit in the image box

PDF files

For a PDF, the file is displayed in a separate window.

This has the same features as Acrobat viewer, including the ability to scroll, scale and print the file.

Auxiliary files for Materials
Classes related to the material usage Eg Bits, Casing, Test equipmentTypes related to ownershipEg Stock, company, licence area, joint ventureSort fields add user defined sort order for a classeg Size, Connection, makeCommon model numbers link physically identical items that may have different ownership, serial number etc. and hence different actual model numbersCondition codes new, used, damaged etc.Ownership Rental, consignment or purchased

Model number lookup

Sort/selection criteria

Filter/search criteria for selected sort order

Ownership criteria can restrict display to eg rentals

Images can be displayed

Matching items are displayed in the grid

Select highlighted record by clicking button or double clicking on the record in the grid

This screen can be displayed when searching for model numbers in the catalogue screen or whenever a model number is to be entered, eg in a BOM, Manifest or MSR

Reference codes
Suppliers, depots and contactsBases and contactsCarriers and contactsVias (delivery/transport instructions)Rack catalogue and position (for stocktakes)Stock accounts

Example reference code screen

Short code for reference in Manifests etc

Description and address

Check boxes to indicate if inventory is tracked, and whether base is used in Air, Boat or Road manifests.

Name and Contact details


If checked then default contact for the base. Automatically selected in manifests

Codes can be generated from name or a prefix

Wells


Turn off active flag when completed to reduce choices in drop down lists

Descriptive data is added

Wells are always inventory locations.

Drilling Sequence & BOM

Sequential list of drilling activities

Bill of Materials for select activity

Model number entered or looked up.

Description is displayed

Each item is given a priority, load out code and status.

Load out check lists can be created.

Auxiliary well files
LicencesAreasCompaniesDrilling activities

Manifests
Air, Boat and Road manifests to record movement of items between locationsEquipment manifests to record assembly/disassembly of items from other items (eg creating pup joints)Daily consumption and recovery on wells

Manifest headers
Define source and destinations typesCan be bases, supplier depots, wells or carriersSelect source and destination codesFilter by manifest type and for active locationsContacts can be selectedCarrier and contact selectedAccounts, Dates etc also included

Manifests details
List of model numbers and quantitiesLocation source, destination or on carrierInventory flagContainer detailsSupplierDangerous goodsRemarks

Inventory tracking
When the location of an inventory item changesItem is removed from the Source inventoryItem is added to Carrier or destination inventoryProgram checks for sufficient inventory before removing it and gives confirmation or error message when record is saved.

Boat manifest header

Automatic manifest number for users site

Source and destination types, codes and contacts

Carrier codes and contact

Dates, voyage details and remarks

Part of lower grid which has the item lists

Boat Manifest Deck Cargo

Select details to display. Container and bulk tables are similar

Change location of all items

Item model number, quantity and other details

Work Boat Manifest

Used mainly for bulk items held on the work boat

Road and Air manifests


Source, Destination and carrier types, codes and contacts. And transport instructions (vias)

Accounting and date details

Details similar to Boat manifest but only a single list is used

Copying and moving manifests

Source manifest type and code is selected. For a boat manifest the details table is also selected.

Destination is the current manifest in the calling screen. The location of the copied items is selected.

Items can also just be deleted.

List of items in the source manifest

List of items selected to be copied to the destination manifest

Button used to move items between lists and reorder destination list.

Items can also be moved by double clicking them.

To create a move, check delete from source

This option copies items between different manifests of different types, without checking inventory levels. Inventory levels are updated but may go negative.

Equipment manifests


Source type and code selected

Charge and date details

List of items consumed

List of items produced

Equipment manifests allow inventory to be updated when items are combined or broken down into other items

Consumption and recovery

Header defines well and date

Model number and quantity consumed or recovered

Well inventory is updated

Inventory
Base, Well and Carrier inventoriesAffected by manifests, consumptions and recoveryStock inventoryAffected by material TransfersRack inventoryMaintained manuallySnap shots saved as stocktakes.

Inventory Table

Tracks model number quantities at locations

List can be restricted to single location

Initial quantity copied from previous archive

Recalculation from manifests etc.

Delete records with 0 quantity

The same structure is used for base, well and carrier inventories.

Inventory recalculation

Select a specific location or all locations

Similar options for base, well and carrier inventory

A single model number or all model numbers can be processed

Optionally display model numbers that result in negative quantities.

Rack inventory

Header contains location, including rack details

Details are lists of model numbers and quantities

This table is manually updated

A stock take is a snapshot of the inventory on a particular date

Audits
Reports on model number transactions and movements.Lists manifest, consumption and recovery records for the model numberCan include all transactions for a model number or only those affecting a selected location

Audit definition

The model number audit displays all transactions that affect a single model number.

Alternatively, the quantities of the model number at each location are displayed.

The location audits show the movements of a range of model numbers into or out of the selected location

Audit reports

Model number movements

Model number locations

Location audit

Procurement
MSRs can be definedThese can become POsPayments, shares, remarks can be defined for MSRsCurrencies and exchange rates can be definedStandard terms and conditions are defined

MSRs

MSR numbers assigned sequentially for each site

Charging details

Supplier and delivery details

Dates

PO/WO details

Order value and currency

Order details

Model numbers, quantities and costs

MSR additional details

Select details to display

Standard terms and conditions to be displayed at the end of the MSR or PO

Payment schedule

Invoices processed

Additional wells or stock accounts sharing the cost of the MSR
Balance goes to Well/stock account in the header.

Payment schedule

Projected payment schedule for all MSRs combined

Payment report

Currency

Currencies for use in MSRs and Material Transfers

Exchange rates for the highlighted currency at different dates.

Standard Remarks

A set of standard terms and conditions is defined for use in MSRs

The code is used in MSRs to reference the longer remarks which are displayed in the reports.

Material transfers
Used to track financial ownership of items, rather than physical locationCurrency can be specifiedUpdates stock account inventorySimilar format to Well and base inventory but includes cost dataAudit of MT transactions also available

Material transfer screen

MT number automatically assigned based on site code

Select kind of MT from list

Depending on the kind, one or more accounts may be required as well as other information

A list of model numbers, quantity and cost

Sites and Transfers
Each site uses different ranges for model numbers, manifests, MSRs and MTs to ensure unique numberingAs records are changed, an export list is updated.On a regular basis (eg daily) exports are exchange between remote sites and the master site, ensuring the databases are kept in synch.Export is via email

Update sequence
Site A runs an export and emails it to site B as a zip file.Site B unzips the file, imports the changes and processes successesSite B then exports to Site A, who in turn runs successes and imports.The Master site would normally receive all exports, then export to all other sites.

Sites

Up to 10 sites numbered 0 to 9 can be defined. Site 0 is the master site

Each site has a unique 1 letter code, used in MTs and manifests

The directory is used to hold imports and exports from the site

Only active sites are include in the import/export scheme

The range of model numbers and a prefix for MSRs are defined so each site creates unique numbers.

The office name and the email address can be entered

Export list

This list is updated by the program whenever a record is changed or deleted

The table name and key value point to the record that has been changed

The time the change was made is recorded. When the record is exported the time of export is added to the record.

When it is imported at the other site the import time is added.

When a record is changed, all the active sites are check as needing to be updated. As each site successfully imports the record, its box is unchecked. Once all boxes are unchecked, the record is deleted.

Export dialog

Select the sites to update. Normally a remote site would only update the master site, while the master site would update all sites.

The normal sequence is to Export, then create zip file and then email the zip files.

However various checks can also be run.

Validate checks that Delete and Change instructions match the existence or otherwise of the record.
Rem Dup removes duplicate exports of the same record

Clean up removes exports to inactive sites and the host site

The progress and number of records exported is updated as the export is running.

Unzip, Import and Successes

These dialogs are essentially the same, showing the sites, allowing a selection and then processing them.

It is essential to process successes before exporting, otherwise the other site will continue to send the same exports. Only after they have confirmation of your import will the record be removed from their exports to your site.

Handling failures
When both sites change the same record in the same period, they will both export their changes to the other sites.The program can not decide which is correct and so reports an import failure.You must manually examine the record value in your database and the imported data to determine which is valid.

Handling failures

In the view imports screen, select the site with failures from the drop down and click on the header for Date/time imported

The failed records have blank dates and will be at the top.

Click on Compare to see the current and imported values

The values of each field are displayed. Where different, the ? Column is

Decide which value is correct then click on Keep or Import as appropriate. You may need to contact your colleague to work this out.

Archiving

After DIPS has been active for many years, the size of the data tables may be such that this affects performance.

You can archive the details tables for selected years to speed up scrolling and searching.

Archive records can still be viewed in the tables if required.

Normally this would not be required until 4 or 5 years of data have been accumulated.

For a selected year, you can archive the records for that year to an archive database, then delete them from the current database. If the headers are no longer require, they can also be deleted.

You should pack the tables after this to recover the space.

If necessary you can run recalculations on the archived inventory files.

DIPS Presentation

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