Overview
Records relating to Historical product prices are kept, updated and shown in the application through this screen.
Navigation
Purchasing ► Catalogue Item Price Projection ► Historical Product Price
Historical Product Price screen Fields
Field | Description |
Code | Unique identification code of Historical Product Price record. |
Fiscal Year | Fiscal Year is selected from drop down box. |
Language | Country specific language is selected from drop down box. |
Description | Description regarding Historical Product Price is entered in this field. |
Last Historical Data Update | Date on which the record was last updated is filled up by the system. |
Workflow Status | Workflow status is shown in this field. |
Allow Importing All Of The Purchasing Vehicles | Marking the check box for this field refers that importing all of the purchasing vehicles records are allowed. |
Created By | Users by whom the record is created. |
Created On | Date on which the record is created. |
Approved By | Users by whom the record is approved. |
Approved On | Date on which the record is approved. |
Allowed Purchasing Vehicles | Purchasing Vehicle is selected from the lookup button available for this tab. |
Historical Product Prices Detail | Historical Product Prices Details is selected from this tab. |
Overview
Records relating to details of Historical product prices are kept and shown in the application through this screen.
Navigation
Purchasing ► Catalogue Item Price Projection ► Historical Product Prices Detail
Historical Product Prices Detail screen Fields
Field | Description |
Code | Unique identification code of Historical Product Price Details record. |
Serial Number | Serial Number of Historical Product Prices Detail record. |
Historical Product Price Status | Status of Historical Product Price. It is selected from drop down box for filtering record in Search mode. |
Institution | Institution to which Product Price Details relate, is selected from lookup button. |
Region | Region to which Product Price Details relate, is selected from lookup button. |
Item | Item to which Product Price Details relate, is selected from lookup button. |
Item Description | Description of Product Price Details is entered in this field. |
Purchase Order Item | Product Order Item is selected from lookup button. |
Historical Product Price | Historical Product Price is selected from lookup button. |
Currency | Currency is seleted from drop down box as required. |
Exchange Rate | Exchange rate of the currency is mentioned in this field. |
Domestic Unit Price | Domestic unit price is entered in this field. |
Foreign Unit Price | Foreign unit price is entered in this field. |
Invoice Date | Date of invoice is entered in this field. |
Overview
Details of records relating to Historical product prices are retrieved in the application through this screen.
Navigation
Purchasing ► Catalogue Item Price Projection ► Historical Product Prices Detail Process
Historical Product Price Detail Process Screen Fields
Field | Description |
Historical Product Price | Historical Product Price record is selected from the lookup button. |
Status | Status of Historical Product Price is selected from drop down box. |
Target Status | Target Status of Historical Product Price is selected from drop down box. |
| PO Approval Date - From Date | Indicates PO approval from date. |
| PO Approval Date - To Date | Indicates PO approval to date. |
Overview
Records regarding details of price of a product are entered and kept in this entity.
Navigation
Purchasing ► Catalogue Item Price Projection ► Product Price Detail
Product Price Detail screen Fields
Field | Description |
Code | Unique identification code for Product Price Detail record. |
Workflow Status | Workflow Status of Product price detail record. |
Institution | Institution to which product price relates. |
Item | Product Item regarding which price details is recorded, is selected from lookup button. |
Product Price Header | Product Price Header is selected from lookup button. |
Unit Of Measure | Unit of measurement of the product item is selected from drop down box. |
Domestic Unit Price | Unit price of the product expressed in domestic currency. |
Foreign Unit Price | Unit price of the product expressed in foriegn currency. |
Custom Domestic Amount | Custom amount expressed in domestic currency. |
Custom Foreign Amount | Custom amount expressed in foreign currency. |
Region | Region of product purchase is selected from lookup button. |
Product Price Formula Source | Source of formula for product pricing is selected from drop down box. |
Created By | Users by whom the record is being created. |
Register Date | Date of registration of the product pricing details. |
Approved By | Users by whom the product pricing details is approved. |
Approved Date | Date of approval of product pricing details. |
Language | Country specific language is selected from drop down box. |
Description | Description regarding product price. |
Technical Description | Technical description of product price. |
Overview
This entity contains the different instances of a Product Price List for many different fiscal years. It will allow the registry and update of entire detailed prices, average prices and projected prices; the last two prices are managed by external process that will calculate the accurate values for them.
Navigation
Purchasing ► Catalogue Item Price Projection ► Product Prices Header
Product Price Header Screen Fields
Field | Description |
ID | Unique identification number of the Product Price Header. It is automatically assigned by the system. |
| Language | Country specific language to enter the description. |
| Name | Name of the Product Price Header. |
| Fiscal Year | Indicates the current fiscal year when the Price List it is being created. |
| Product Price Type | Indicates the Product Price Type. |
| Product Price Formula | Indicate the formula to be used to generate the projected prices for the current Product Price Header. |
| Fixed Increment Or Decrement | Indicates the factor to be used to add/subtract to the Price list final projected prices. |
| Historical Product Price | Reference to the Historical prices that must be used to generate the average and projected prices for the current list. |
| Status | Indicates the status of the Product Price Header. Possible values are Open or Close. |
| Currency | Currency for the Product Price Header. |
| Exchange Rate | Indicates current currency exchange rate for the selected currency. |
| Created By | Indicates the user who created the Product Price Header. |
| Last Updated By | Indicates the user who updated the Product Price Header last. |
| Product Price Average | Stores all of the average prices for the current list based on the Price product list type regions and historical prices. |
| Project Product Price | Stores all of the final projected prices for the current list based on the applied formula and the average prices for the current list. |
| Product Price Detail | Stores all of the entries related to the Product Price List, including manual entries, imported data from files or historical data. |
Overview
The average prices stores the details after a calculation process is run over the details entered or imported for a specific Product price list.
Product Price Average Tab Screen Fields
Field | Description |
Catalogue Item | Indicates the Catalogue Item for the one that the average price will be stored in this entity. |
Non Historical Average Price Dc | Indicates the domestic price populated from the catalogue item. |
Non Historical Average Price Fc | Indicates the foreign price populated from the catalogue item entity. |
| Historical Average Price Dc | Domestic Historical price for the catalogue item. This value is taken from the historical data based on the historical data set indicated in the Product price list given by “Projected Prices". |
| Historical Average Price Fc | Indicates the average historical price extracted from POs approved in immediately previous fiscal year to the one used by the Product price list. |
| Average Price Dc | Average price calculated base in all details from the “Approved” details that contains information for the indicated catalogue item for the current list. |
| Average Price Fc | Represents the average price in foreign amount, including all of the rows entered as part of the details for the Product Price List (includes all of the sources entered in Product Price List details). |
| Last Calculation Date | Auto assigned by the system. |
Overview
Records regarding details of price of a product are entered and kept in this entity.
Product Price Detail screen Fields
Field | Description |
Code | Unique identification code for Product Price Detail record. |
Workflow Status | Workflow Status of Product price detail record. |
Institution | Institution to which product price relates. |
Item | Product Item regarding which price details is recorded, is selected from lookup button. |
Product Price Header | Product Price Header is selected from lookup button. |
Unit Of Measure | Unit of measurement of the product item is selected from drop down box. |
Domestic Unit Price | Unit price of the product expressed in domestic currency. |
Foreign Unit Price | Unit price of the product expressed in foriegn currency. |
Custom Domestic Amount | Custom amount expressed in domestic currency. |
Custom Foreign Amount | Custom amount expressed in foreign currency. |
Region | Region of product purchase is selected from lookup button. |
Product Price Formula Source | Source of formula for product pricing is selected from drop down box. |
Created By | Users by whom the record is being created. |
Register Date | Date of registration of the product pricing details. |
Approved By | Users by whom the product pricing details is approved. |
Approved Date | Date of approval of product pricing details. |
Language | Country specific language is selected from drop down box. |
Description | Description regarding product price. |
Technical Description | Technical description of product price. |
Overview
The projected prices are the final result of the Price projection process, it will calculate the projected prices based on the average price for the item using whether historical/manual input data also it will use the indicated formula to project the prices as well as the inflation factor linked to the item Category.
Projected Product Price Tab Screen Fields
Field | Description |
Catalogue Item | Indicates the Catalogue Item for the product price. |
Projected Price Dc | Calculated projected price using the formula indicated in the Product Price Header. |
Projected Price Fc | Calculated projected price in foreign currency using the formula indicated in the Product Price Header. |
| Final Projected Price Dc | Indicates the fianl Projected Price in domestic currency. It is auto calculated by the system. |
| Final Projected Price Fc | Indicates the fianl Projected Price in foreign currency. It is auto calculated by the system. |
| Last Calculation Date | Auto assigned by the system. |
Overview
Detailed information regarding product price is generated in the application through this screen.
Navigation
Purchasing ► Catalogue Item Price Projection ► Reports ► Product Price Detail Report
Product Price Detail Report screen Fields
Field | Description |
Product price List ID | Product Price Llist Id is selected from lookup button. |
Item Category | Item Category is selected from lookup button. |
Fiscal Year | Fiscal Year is selected from drop down box. |
Currency | Currency used in product price product deetails is selected from the drop down box in this field. |
Product price List Status | Status of Product Price List is selected from the drop down box. |
Include Childe Categories | Marking the check box for this field refers that child category has been included. |
Comment | Comment on the report is entered in this field. |
Sort By | Sorting criteria for generating for this report is selected here. |
Overview
The main purpose of the report is to present the price list of reference grouped by geographical location.
Navigation
Purchasing ► Catalogue Item Price Projection ► Reports ► Reference Price List Of Goods By Geographical Location Report
Reference Price List Of Goods By Geographical Location Report screen Fields
Field | Description |
Product price List | Product Price List is selected from lookup button. |
Item | Item is selected from lookup button. |
Fiscal Year | Fiscal Year is selected from drop down box. |
Region | Region is selected from drop down box. |
Overview
This entity store the list of factors linked to a specific formula, these factor will be the only ones that can be used in the formula composition by using the formula factor ID.
Navigation
Purchasing ► Catalogue Item Price Projection ► Support Entities ► Product Price Formula Factor
Product Price Formula Factor screen Fields
Field | Description |
Code | Unique identification number, automatically assigned by the system. |
| Origin | Indicates how the Product Price Formula Factor is created in the system. Possible values are Manual and Data Import. |
| Active | Indicates if the Product Price Formula Factor is active or not. |
| Factor type | Reference to the factor that can be used in the formula composition. |
| Factor Name | Name of the Product Price Formula Factor. |
| Default Constant value | Used to replace the default value coming from Formula Factor when Factor Type is "Constant". |
Language | Language used for the saving the records. |
Description | Description about the Product Price Formula Factor. |
Overview
This entity store the type of price that the system can produce; a list will be defined by the regions it will take into account for calculating Catalogue Item average prices.
Navigation
Purchasing ► Catalogue Item Price Projection ► Support Entities ► Product Price Type
Product Price Type Screen Fields and Tabs
Field | Description |
|---|---|
Code | Unique value and automatically assigned by the system. |
| Origin | Indicates how the Product Price Formula Factor is created in the system. Possible values are Manual and Data Import. |
Language | Language used for the saving the records. |
Name | Describes the Product Price list. |
Active | Indicates if the Type of List is Active or not. |
Regions | One or more region that is used to determine the Regions from where the OC will be taken to calculate average and historical prices of products for the list type. |
Overview
This entity store the possible formulas use to generate the final projected prices of an item in a Product Price List.
Navigation
Purchasing ► Catalogue Item Price Projection ► Support Entities ► Product Price Formula
Product Price Formula Screen Fields and Tabs
Field | Description |
|---|---|
Code | Unique value and automatically assigned by the system. |
| Origin | Indicates how the Product Price Formula Factor is created in the system. Possible values are Manual and Data Import. |
| Is Used In Calculation | Indicates if the formula was already used in a projection of prices, if so then this value should be set as “True”. |
| Composition | Formula composition including mathematical symbols and factors short names from Product Price Formula Factor. |
Language | Language used for the descriptions. |
Name | Name of the Product Price Formula. |
Product Price Formula Factor | Zero or more factors to be used in the formula composition. |
Overview
This entity stores the details of the inflation factor defined by the user for each Goods and services Category.
Navigation
Purchasing ► Catalogue Item Price Projection ► Support Entities ► Inflation Product Factor
Inflation Product Factor Screen Fields and Tabs
Field | Description |
|---|---|
Code | Unique value and automatically assigned by the system. |
Language | Language used for the descriptions. |
Name | Name of the Inflation Product Factor. |
Fiscal Year | Lookup to add Fiscal Year for the Inflation Product Factor. |
| Inflation Product Factor Details | Tab to enter Inflation Product Factor Details. |
Overview
Details of the Inflation Product Factor are added from this tab.
Inflation Product Factor Tab Screen Fields
| Field | Description |
| Factor Value | Value to be applied to the factor. |
| Catalogue Item Category | Indicates the level where to apply the inflation factor |
| Is Propagated Values | Indicates if the current value for the category was propagated. |
| Fiscal Years | Indicates one or more fiscal years where the factor set can be applied for projection |