EDI Viewer

EDI Viewer - Owner / Lessee Maintenance

The Owner / Lessee Maintenance window is used to edit and enter address information for all Owners and Lessees.

To add a new Owner / Lessee, you can the following:

Right-click your mouse to get a popup menu and choose add or insert.

Press the shortcut keys, CRTL and A (add).

Click the edit menu at the top of the screen and then choose add or insert.

To delete a Owner / Lessee, click on the Owner / Lessee and do any one of the following:

Right-click your mouse to get a popup menu and choose delete.

Press the shortcut keys, CRTL and D.

Click the edit menu at the top of the screen and then choose delete.

Owner / Lessee cannot be deleted if linked to an entity or invoice.

Business Rules:

To see only lessees, click the Lessee radio button beside the tax year.

To see only owners, click the Owner radio button beside the tax year.

To see everyone, click the All radio button beside the tax year.

For a lessee to be used on the Entity Maintenance window, the Lessee check box must be checked and the Lessee Code must be populated.

Make all owners lessees also, so you can use them as Gas or Oil working interest lessees.

The Reconciliation type should be Expensed for all owners / lessees that you are paying the tax for and Invoiced for all owners/lessees you will be invoicing.

The Invoice Comments are used to give this owner / lessee a customized message on the Invoice summary page that only they see. A generic message for all owners / lessees can be entered on the Invoice Maintenance window.

To Print, click the Print toolbar button or choose Print from the File menu.


To add a new Owner / Lessee, you can the following: Right-click your mouse to get a popup menu and choose add or insert. Press the shortcut keys, CRTL and A (add). Click the edit menu at the top of the screen and then choose add or insert. To delete a Owner / Lessee, click on the Owner / Lessee and do any one of the following: Right-click your mouse to get a popup menu and choose delete. Press the shortcut keys, CRTL and D. Click the edit menu at the top of the screen and then choose delete. Owner / Lessee cannot be deleted if linked to an entity or invoice.
Business Rules: To see only lessees, click the Lessee radio button beside the tax year. To see only owners, click the Owner radio button beside the tax year. To see everyone, click the All radio button beside the tax year. For a lessee to be used on the Entity Maintenance window, the Lessee check box must be checked and the Lessee Code must be populated. Make all owners lessees also, so you can use them as Gas or Oil working interest lessees. The Reconciliation type should be Expensed for all owners / lessees that you are paying the tax for and Invoiced for all owners/lessees you will be invoicing. The Invoice Comments are used to give this owner / lessee a customized message on the Invoice summary page that only they see. A generic message for all owners / lessees can be entered on the Invoice Maintenance window.

To Print, click the Print toolbar button or choose Print from the File menu.