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When there is an existing VPB in the Versions list, the latest version can either be copied from the previous one or created from scratch.
Procedures
Selecting A Variation Price Book
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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.
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 | Important: 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:
Note: Multiple VPB versions can have a status of Final. |
Name | Name given to the VPB version. 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. |
Notes Group
Free text area for notes regarding the VPB version.
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The Area Pricing tab is used to allocate an area to a Variation Price Book (VPB) version. Area pricing that is applied to an item uses the Area % value for any area pricing calculations.
Once an area has been applied to a VPB version, it can be applied to a VPB item via the Area Pricing tab of the Standard Item or Intersection Item dialogs.
Example: The 2012 Victorian VPB version may include the following areas:
- Metropolitan
- Regional 1 (Western Victoria)
- Regional 2 (Eastern Victoria)
- Regional 3 (Northern Victoria)
Areas List
Column | Description |
|---|---|
# | Area number assigned to the VPB version. |
Name | Name of the area assigned to the VPB version. |
Area % | Percentage value assigned to the area for the VPB version. |
Inactive | Inactive status of the area for the VPB version. |
Procedures
Adding An Area To A VPB Version
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The Variable tab is used to add variables for use on the Formula tab of the standard and intersection item dialogs. Formulas are used to adjust the price of VPB items.
Example:
- Council Margin 20% (inc GST) has a value of 1.20.
- Site Cost Margin 15% (inc GST) has a value of 1.15.
- VPB Margin 30% (inc GST) has a value of 1.30.
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These variables can be used on the Formula tab of the standard and intersection item dialogs.
Variables List
Column | Description |
|---|---|
Name | Name of the variable assigned to the VPB version. |
Value | Value assigned to the variable for the VPB version. |
Procedures
Adding A Version Variable
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