Procure-to-pay · Oil & gas

The spend belongs to the project. Not to the department.

Atlas adds a sanctioned capital budget above the cost centre. An AFE in Calgary or Aberdeen. A concession or PSC budget line in the Gulf. The ceiling is checked cumulatively. Agreed unit rates survive the award, with no re-keying by hand.

Capital cost object above the cost centre Cumulative sanction ceiling Your region's word for it, or none Rates measured, then certified Add-on · US$10,000 a year per country
Why general tools fall short

Three things a general buying system cannot model.

Every procurement product codes spend to a cost centre and a general-ledger account. An operator's money is not organised that way. Nor is the work it buys.

A cost centre lives for ever. A project does not.

A well, a tie-in, a turnaround. Sanctioned once, spent against by several cost centres, then closed. A general system has nothing above a cost centre. So capital spend lives in a spreadsheet, beside the system meant to control it.

A ceiling checked one purchase at a time is a hurdle

Check each requisition alone and it refuses one large purchase. Then it waves through six small ones that add up to more. Atlas adds up what is already committed before it answers. So nobody can get past the sanction by splitting a purchase.

The rates you competed die at the award

A bill of quantities is imported, priced by four bidders and scored line by line. The award is defended on those rates. Then the contract records one number. The agreed rates are re-keyed by hand or lost. The work is valued from whatever anyone can find.

The capital cost object

A sanctioned piece of work, with its own budget.

It sits beside the cost centre and account, on the screen that already shows them. Any requisition can be coded to it. Spend analysis can pivot on it. Nothing else about your buying changes.

  • It ships empty. Until someone creates one, there is no field, column or pivot. Switching the pack on only adds. It never needs a migration.
  • The ceiling is checked cumulatively against everything already committed. Splitting a purchase cannot get past it.
  • No sanctioned amount does not mean unlimited. Atlas lists the objects with spend against a budget nobody entered. It does not show a confident blank.
  • A sanction in another currency is refused, not converted. What was approved was an amount, not a rate.
  • A closed object refuses new spend and keeps its history. Auditors always ask about a capital project after it has closed.
.../budgets
Capital cost objects on the budgets screen: sanctioned, committed and remaining, headed AFE — authorisation for expenditure
A Canadian operatorSanctioned, committed and remaining, beside the cost-centre budgets.
Your region's word for it

Same screen. Different word, because it is a different instrument.

An AFE is how a joint venture sanctions capital under an operating agreement. It is used in North America and the North Sea. A Gulf national oil company budgets against a concession or PSC line, under its own procurement rules. The mechanism is shared. The word is not. Atlas will not lend one region's word to another.

  • Canada, the United States and the United Kingdom: AFE, authorisation for expenditure
  • The GCC: concession or PSC budget line
  • The European Union and Australia: deliberately blank. Atlas has not established the local term. The screen uses a neutral name and says so. Borrowing the nearest word is how one region's practice ships as universal.
  • Rate names follow the same rule. A unit price schedule in Canada and the US. A schedule of rates in the UK, the EU, the GCC and Australia.
.../budgets
The same budgets screen in a Gulf workspace, headed Concession or PSC budget line, with amounts in AED
A Gulf operatorOne screen, two vocabularies. Neither is a translation of the other.
Rates that survive the award

Estimated is not committed. Measured is not estimated.

Atlas already ran the competition. The bill of quantities is imported, each bidder rates every line, and bids are scored line by line. What was missing was carrying those rates onto the contract, where the work is valued. Now they carry over. The value comes from the rate and the quantity measured on site.

When it stops you

What this pack refuses, and what to do about it.

Atlas refuses a lot here, on purpose, and every refusal carries its reason on the screen. These are the ones this industry meets, in the words the screen actually uses — so that meeting one is a thirty-second fix rather than a support call.

What Atlas will not do
What the screen says
What to do
A capital object with no sanctioned amount
Reported as nobody having said, never as a budget of zero: “That is not an unlimited budget — it is a figure nobody has entered, so Atlas cannot say whether the spend is within it.”
Record the sanction when it is approved. Until then the spend is allowed and the absence is on the screen — you are not blocked on day one.
Three requisitions that each fit
They will not all fit. The ceiling is cumulative, and the refusal shows its working: what is sanctioned, what is already committed, what this would take it to, and how much is left.
Raise a supplementary sanction, or charge it elsewhere. A ceiling checked one purchase at a time is a hurdle, not a ceiling.
Spend in a currency the sanction is not in
Refused, not converted. “A sanctioned amount is an amount in a currency, and what was approved was not a rate.”
Charge it to an object in that currency, or record the sanction in the currency the spend is actually in.
A rate with no unit of measure
The unit is part of the price, and a schedule line that names none is left behind at adoption — with a count, never silently.
State the unit on the rate. Those lines have no agreed rate on the contract until you do, which is the honest position rather than a gap to fill in.
A quantity measured in the wrong unit
Refused, never converted. “Atlas does not convert between units of measure, so it will not value one against the other.”
Record the quantity in the rate's unit, or agree a rate in the unit the work is measured in.
Certifying your own measurement
Refused. “Certification is somebody else confirming a claim — the same authority a goods receipt carries for an order — and it means nothing if it is the claimant's own.”
Somebody else certifies it. A rejected measurement is not certified either: record a new one, because the rejection is part of the history of what was claimed.
A rate of zero carried across from a bid
Refused. “A rate of nothing is how an unpriced line is recorded, not a price of zero.”
Agree a rate before any quantity is valued against the line. Carrying a nil across would publish on a contract that the work is free.
A total across two currencies
No total is shown at all. “A figure summed across two currencies is not a smaller answer, it is a wrong one.”
Correct the rates. Every rate adopted onto a contract carries the contract's own currency, so this can only come from a hand-entered row.

Every one of these is also written into the guidance drawer on the screen it happens on, and into the process guides your own workspace generates — so a person who meets it at four o’clock on a Friday does not need us, or you.

Said plainly

What this pack is not, and why.

Some things you might expect in an oil & gas pack belong elsewhere in Atlas. Others are blocked on something real. We name both here, so you do not find them out later.

Not in this pack
What is true today
HSE prequalification — and deliberately so
Atlas already refuses an award when a supplier's required document is missing or lapsed. It does so on every award path, and the refusal names the document. So an HSE requirement is a row an administrator adds, not code. This pack has no second gate. A second gate that disagreed with the first is the easiest way for it to become dangerous.
Inspection and expediting milestones
Milestones in Atlas are per contract, carry an amount and run a billing ladder. They cannot express a hold point on a long-lead purchase order. That needs a per-order structure. It is its own piece of work: not built, and not implied.
Material certification — mill certs and heat numbers at receipt
Batch and heat numbers run through the stock ledger, so a batch can be traced everywhere it went. The mill certificate itself is not captured yet. The mechanism for it now exists: your supplier attaches a document to their delivery note. A certificate of analysis works that way in the FMCG pack today. What is missing is narrower. A mill certificate is needed per item or heat, not per category. It carries heat, cast and specification for a buyer to check against the line. So the gap is cost, not a precondition.
Joint-venture billing — JIBs and cash calls
A cost object is a coding and reporting dimension. Billing partners for their share of an operator's spend is a whole accounting function. This is not that. Nobody should be sold JV accounting on the strength of it.
The cost object does not reach your ledger
Atlas posts bills to eleven finance systems. Four are proven against live ledgers today. The other seven are proven against your own ledger during onboarding. The posting format carries one analytic dimension, already filled from the cost centre. Competing for it would change how bills post to ledgers already proven live. So the cost object stays a coding and reporting dimension inside Atlas. That is the honest gap.
See it on your own sanction

Bring one AFE. We'll run the spend against it.

A short demo in your own region's words and currency. A sanctioned object, requisitions coded to it, and the ceiling tested cumulatively. Then a schedule of rates, measured and certified. The oil & gas pack is an optional add-on at US$10,000 a year per country. The rest of Atlas is included in the licence.

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