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Version

Version

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 05, 2019

The Version screen is used to manage all Variation Price Book (VPB) versions in Framework ECM. When a new VPB version is created, the status is automatically set to Draft.

As multiple versions of a VPB can be current, only those with a status of Final are available for selection for a job.

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

  1. From the Versions list, select a VPB.
  2. Click Select. The selected VPB will become the primary VPB. The context bar will be updated.

Compiling A VPB

Only unpublished variation price books can be compiled.

  1. From the Versions list, select a VPB.
  2. Click Compile. The Compile VPB Version confirmation prompt will appear.
  3. Click Yes to compile a VPB version. The VPB will be compiled and the Operation Complete confirmation prompt will appear.
  4. Click OK.

Copying A VPB Version

  1. From the Versions list, select the VPB to be copied.
  2. Click New. The Create New VPB Version confirmation prompt will appear.
  3. Click Yes to create a new VPB version by copying the selected version.

After copying a selected VPB from the Versions list, select the newly created VPB version and click Edit to modify the VPB.

Creating A Blank VPB Version

  1. Click New. The Create New VPB Version confirmation prompt will appear.
  2. Click No to create a new blank VPB version. The General tab of the Version dialog will be displayed.
  3. Enter the details.
  4. Select the Area Pricing tab.
  5. Enter the details.
  6. Select the Variable tab.
  7. Enter the details.
  8. Click OK. The dialog will close and a blank VPB version will be created.


Version Dialog - General Tab

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

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.

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.

Version Dialog - Area Pricing Tab

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

An area is added to a VPB version so that area pricing can be assigned to a VPB item.

  1. Click the New toolbar icon. The Version Area Pricing dialog will be displayed.
  2. Enter the details.
  3. Click OK. The dialog will close and a new area will be added to the VPB version.

Version Dialog - Variable Tab

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.

Two variables are included in the Variables list:

  • [Item_cost_price]
  • [Item_quantity]

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

A variable is added to a VPB version so that formulas can be applied to the cost or retail price of a VPB item.

  1. Click the New toolbar icon. The Variable dialog will be displayed.
  2. Enter the details.
  3. Click OK. The dialog will close and a new variable will be added.