EnergyFlow 365
Joint interest billing, production valuation and land & royalty inside F&O. One invoice, three partners, no spreadsheet.
Upstream oil and gas on Dynamics 365 F&O: three licensable engines on one shared Foundation of wells, leases, partners and owners. JIB holds the JOA per well, routes AFEs for multi-partner approval, splits posted vendor invoices to partner AR from effective-dated interest decks and applies COPAS overhead. Flow ingests SCADA and meter readings, corrects to API MPMS, deducts BS&W and reconciles field against sales volume. Land & Royalty keeps lease and tract masters with GIS coordinates, DOI decks per owner, suspense with aging, severance tax withholding and 1099s. Built as a certified extension with no overlayering, so platform updates do not put it at risk.
How joint interest billing flows through EnergyFlow 365
One shared foundation of wells, leases, partners and owners drives billing, production and land and royalty.
- Operator Hold the JOA per well Joint operating agreements and effective-dated interest decks are kept per well.
- Partners Approve the AFE Authorisations for expenditure route for multi-partner approval. Control point
- EnergyFlow 365 Split posted invoices Posted vendor invoices split to partner receivables from the interest decks.
- EnergyFlow 365 Apply COPAS overhead Overhead is applied and monthly statements are produced with drill-back.
- Field systems Ingest and correct production SCADA data is ingested, API MPMS corrections and BS&W applied, and gains or losses flagged before the books.
- Land and royalty Pay owners Division-of-interest decks, suspense, severance tax and 1099 drive owner payments by cheque or ACH.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Joint costs | One invoice, one vendor | Split to partner AR from the interest deck, COPAS overhead |
| Production valuation | Inventory quantity | API MPMS corrected, BS&W deducted, gain/loss flagged |
| Royalty owners | Generic payables | DOI decks, suspense with aging, severance tax, 1099 |
| Restatement | Overwrite | Reverse-and-replace, posted history kept |
Delivery and support
EnergyFlow 365 is implemented by Software Dynamics on Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does EnergyFlow 365 run on?
Finance & Operations. The listing on this page shows the platform, status and licensing.
How is EnergyFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.