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The General tab is used to enter basic details about a Variation Price Book (VPB) version, including the VPB status, the region/division to which it applies, and the effective dates of the VPB.

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General Group

Field

Description

Number

Internally generated VPB version number.

Region/Division

Region/division in which the VPB version will be available. Click the Region/Division popup button to select.

Typically, a VPB version is applied to all region/divisions.

Document Status


Warning

Only VPB versions with a status of Final can be used to create client documents.

Status of the VPB version. Click the Document Status popup button to select. Standard selections include:

  • Draft: An unfinished version of a VPB.

  • Final: A finished or finalised version of a VPB.

  • Superseded: A version of a VPB supplanted by a newer version.

  • Cancelled: A version of a VPB that is no longer scheduled or planned.

  • Deleted: A version of a VPB that has been removed.

Multiple VPB versions can have a status of Final.

Name

Name given to the VPB version.

Info

Example

January 2012, June 2012, Version 2012, Version 2013, etc.


Reference

Reference name given to the VPB version. Click the Reference copy button to copy the VPB version name or manually enter a reference name.

Published

Date the VPB version is published. VPBs with a published date are available to Framework ECM users.

Valid From (Effective)

Date from which the VPB version will be valid.

Valid To

Date on which the VPB version will no longer be valid.

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