08 & 01 TT Nominations

  1. Hello and welcome to Creating Nominations, Pooling and Current Business Transaction Types.
  2. In this workshop, we will introduce you to the nomination screen and demonstrate how to create pooling in current business transaction type nominations.
  3. To begin, log in to CSI.
  4. From the customer activities area, locate the nominations tab and navigate to nomination section.
  5. Based on your login, the search criteria will automatically default to your service requester ID number and any service requesters you are agent for.
  6. It also defaults to the current open nomination date and open cycle.
  7. If you wish to nominate for a different date, click the date picker and select your date.
  8. I'm going to use a date in December for this demonstration and then select retrieve.
  9. Now that the nominations page is fully loaded, you will see there are five separate areas.
  10. The first is the search criteria where you can search by service requester, rate schedule, location, locations zone, and pooling area.
  11. the balances section will provide you information related to the balance of all your contracts, including transaction types,
  12. as well as view any upstream and downstream connections.
  13. The remaining sections are receipt nominations, delivery nominations and path nominations.
  14. These are the areas we'll be focusing on for this demonstration.
  15. To customize your screen view, any one of these sections can be expanded or collapsed.
  16. We'll not be covering the balances section today, so I'm going to collapse it and expand the receipt and delivery sections so we can see all of the headings.
  17. The first demonstration is how to create 08 transaction types using pooling location to pool location.
  18. To begin, we're going to choose the plus button beside receipt nominations.
  19. This gives us a blank line item template to work from.
  20. The begin date defaults to the 8th and it spans for one day.
  21. If your nomination lasts longer than one, day you can change that end date.
  22. We're going to be doing an 08 or pooling transaction type.
  23. So from the dropdown, I'm going choose pool.
  24. And our receipt location is 999-054, our Kansas-Huguenin pool location.
  25. The contract we're using will be our pool contract, which is PA10.
  26. If you'll notice in the drop down, other contracts for the service requester are listed, but only PA 10 can be chosen because that is the only contract
  27. that matches an O8 transaction types.
  28. So once we choose PA-10, we see the location zone is production area, and we're ready to enter our upstream customer ID.
  29. You can enter a customer id by beginning to type the name.
  30. And from the dropdown list, you can see that it also listed by service requester ID number or DUNS number.
  31. and you begin to search for any of those criteria.
  32. Our receipt quantity is 800 and that automatically populates in the receipt quantity net field.
  33. Our receipt rank automatically defaults to 500, as well as a timely cycle, the KH pooling area, and the end time of 9 a.m.
  34. Other headings on this line item are related to entering a package ID, including a reduction reason zone after scheduling cycle is complete,
  35. and a bid up indicator if that field is used.
  36. So once we've created our receipt nomination for 800, we're going to create the delivery nomination to match that.
  37. And to begin that delivery, nomination will start with the plus sign to give us our blank line item template to build on.
  38. Again, begin date is the eighth, it defaults for one day.
  39. We're changing the transaction type to 08, We're using the same delivery location, 999-054.
  40. Service request or contract distil our PA-10.
  41. And our downstream ID can be chosen by using customer ID number.
  42. We are going to enter a matching quantity of 800, allowing the other fields to default that are required.
  43. To submit these nominations, we're going to choose the submit button at the top.
  44. And in the event that everything is correct, We will receive a message indicating it was submitted successfully.
  45. If there are errors, you would receive an message, indicating where there might be a problem on your nomination that can be corrected.
  46. In this next example, I'm going to demonstrate an 08 transaction type nomination of a receipt at a physical location and delivering out of the pool using
  47. the pulling location.
  48. To begin your receipt nomination, click on the plus sign and it gives you your line item template to work from.
  49. We're gonna leave the defaulted date for one day and choose transaction Type 0-8.
  50. Our location for this example is 16294, our Echo Springs location, and we're still using our PA-10 pooling agreement.
  51. The upstream ID or who we are receiving the gas from is 13165. And we gonna schedule a quantity of 200. So that's our receipt from a physical location
  52. from Shipper 13 165 to schedule the matching delivery.
  53. Under delivery nominations, choose the plus sign to get our template, let it default to the one date, and change our transaction type to 08. The corresponding
  54. pooling location for Echo Springs is our Rollins-Heston pool, which is 999-057.
  55. And our contract number is still our pool agreement, PA10.
  56. We're sending this gas to a downstream shipper ID of 9611. So I will choose shpper A, and enter a matching quantity of 200. So this is how you schedule
  57. an 08 pooling transaction on your pool agreement using a physical location receipt and a pool location delivery.
  58. The next transaction type I'm going to demonstrate is an 01 current business nomination.
  59. I will nominate a receipt from a pooling location, a delivery to a physical delivery point, and assign the transport contract to be used.
  60. Previous 08 examples only involve scheduling the receipt and the delivery and did not include transport.
  61. To assign receipts and deliveries to a specific transport contract, the 01 transaction type is used and a PATH nomination is required.
  62. So to begin our receipt nomination, we're going to click the plus sign.
  63. We're gonna allow it to default to the date of the 8th for one day.
  64. And our transaction type defaulted to 01, so we're going to leave that there.
  65. Our location is our Canadian Blackwell Pool 999-052.
  66. We are not identifying a contract yet, but our UP ID is 7813. And we are going schedule a quantity of 500. You'll see it automatically defaults to the
  67. required fields.
  68. And we can now go to deliveries, plus sign, leave the date, 01 transaction type, and we're gonna deliver to 30804 Abbeville.
  69. The customer is 9611, shipper A, And We're going to enter the matching quantity of 500. So at this point, you will notice all we've scheduled is here's
  70. how much we are receiving and from where.
  71. And here's how much we're delivering and to where we are not identifying a transport contract yet.
  72. To identify the transport contact, a path nomination is required.
  73. So this is how we will enter a Path nomination.
  74. We'll again use the plus sign to generate a single line item template to work from.
  75. and we'll let it default to the begin date of December 8th and a one day end date.
  76. Again, these are 01 transaction types, and I'm gonna be entering this manually.
  77. That's why I've chosen the plus sign.
  78. There is a way to enter this with a wizard, And we will cover that in a future module.
  79. Our receipt location is 999-052.
  80. And our contract now is going to be identified.
  81. For the login that you're using and the shipper ID associated with that, the contracts available will show up in this drop-down in black.
  82. The 08 pulling transactions were on PA10, but your transport is gonna be on your TA and your TS contracts.
  83. That's why those are in Black.
  84. So for this demonstration, we're gonna use TA1008, and we're gonna enter the matching receipt quantity of 500. If you wanted to enter a package ID,
  85. you could enter packageID and were gonna identify the location number from above, that is 30804 Abbeville.
  86. It automatically calculates a delivered quantity and sets the ranks to 500, if you wanna change the ranking on any of these portions,
  87. this is the point at which you would change that.
  88. So those are the nominations that are required for a receipt from a pooling location, a delivery to a physical location and then identifying the path or
  89. transportation contract that's to be used for that nomination.
  90. The 01 current business transaction type is also used to schedule a receive from the physical locations, delivery from physical delivery point and the
  91. associated path transportation.
  92. Here's what those nominations will look like.
  93. We'll begin with a receipt nomination by choosing the plus button, letting it default to our gas date 8 and leaving the transaction type at 01. The location
  94. we're using is 16453 Texas Pipeline Beaver.
  95. And there is no contract entered at this time, but we do enter the upstream ID 7813. and we are going to enter our quantity of 400. The other fields are
  96. automatically populated and we can proceed to our delivery nomination.
  97. We know we're going to have deliveries to location 121515, so we are going add a plus button besides delivery and nomination,
  98. let the date and transaction type default, and were going enter that delivery location for NGPL forward.
  99. Again, there's no contract identified yet at this time, but we do identify the downstream customer for this gas, which is shipper ID 127. And we're gonna
  100. enter our quantity of 400. If you wish to enter a package ID, you can do so at the time and change your delivery rank.
  101. But now we've identified our receipt and our delivery.
  102. but we've not identified the path yet.
  103. And on previous examples, we used the plus sign to create a path template.
  104. But now we're going to use what's called a Path Wizard.
  105. If you'll notice on every receipt and delivery nomination line item, there is a connecting arrow that's moving to the right.
  106. That is your Path wizard.
  107. So if you choose that PathWizard, In the receipt side, it's gonna ask you which delivery do you want tied to this specific receipt line item?
  108. And when you click it, It's going to automatically populate from the deliveries you've built thus far.
  109. So I'm gonna choose the delivery for 121515 in GPL forward.
  110. And you'll notice once I've done that, I now have a line-item path that's been created for me that has the dates, the transaction type,
  111. their receipt location, and the deliver location.
  112. So all that's left for me to enter is my transportation contract and my quantity.
  113. Again, the quantities will default and the ranks will be default.
  114. If you want to change those, you could change them at this time.
  115. Once you're complete, hit submit and your nomination is done.
  116. So that is how you create an 01 current business transaction type to receive gas from a physical location, deliver to a Physical Delivery,
  117. and use the Path Wizard to assign the transportation contract.
  118. For our final demonstration of an O1 transaction-type, we'll schedule a Pulling Location Receipt in the production area,
  119. a physical location delivery and the market area and transport the gas across the Production Market Interface on the Path nomination.
  120. So we're going to start with our production-area receipt.
  121. We're gonna use the plus button to create a line item.
  122. Let the date and transaction type default, and we're gonna choose our Canadian Blackwell pool, 999-052, which is a production area pool.
  123. And we are getting that gas from shipper 13165 or SH Energy Marketing, And were getting a quantity of 100. So now we're going to schedule the market area
  124. delivery using the plus sign.
  125. We're gonna allow it to default to the date and transaction type and we are delivering to Springfield 42915 and the shipper receiving this is shiper 9611,
  126. the same quantity of 100. So now that we have our production receipt and our market delivery, we need to transport that on a transportation agreement across
  127. the interface.
  128. And we're going to do that using the Market Area Path Wizard on the delivery side.
  129. So you'll choose your PathWizard button for your delivery to 42.915. and it's going to ask you what corresponding receipt goes with this path.
  130. So we're going choose 999-052 and you'll notice that we now have a line item with our dates, our transaction type, receipt location,
  131. and our delivery location.
  132. All that's left is to identify our transport contract.
  133. I'm going to choose TA30889.
  134. And just a quick note, this transportation contract does have both production and market area capacity.
  135. So we can choose this contract as the service requester contract and enter our quantity of 100. When you're crossing the interface,
  136. you need to identify the associated contract or what contract on the market area is picking this up.
  137. As I stated, 30889 has capacity in both areas, but if it only had capacity and the production, You would need make sure that you have an associated contact
  138. that has market-area capacity to transport this gas to the Market Area Delivery location.
  139. In addition to an associated service request or contract to cross the PMI, this nomination also needs a package ID.
  140. This is not a validating field, but data is required for this Nomination to submit successfully.
  141. Once you're done, click Submit to Submitt your nomination.
  142. And that's how to create an O-1 current business nomination to transport gas from a production area pulling location receipt across the PMI to the market
  143. area delivery location.

Supporting documents

Documents and links that pair with this resource — open or download to follow along.

  • Scheduling Cycle Timelines

    1 page · 144.75 KB · Updated Apr 2026

  • CSI Screen Icon Legend

    1 page · 94.39 KB · Updated Apr 2026

  • Nomination Instructions 08 & 01

    14 pages · 702.35 KB · Updated May 2026

  • Reduction Reason Codes

    1 page · 100.14 KB · Updated Apr 2026

  • Transaction Types

    1 page · 114.55 KB · Updated Apr 2026

  • Reports Replacement List

    1 page · 117.80 KB · Updated Apr 2026

  • Allocation Method Definitions

    3 pages · 142.60 KB · Updated Apr 2026

Was this resource helpful?

Related in Category