Product Value Override Report
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Product Value Override Report
This audit report reflects any changes to Sales and Rental
pricing that have updated a List Price, Base List Price, or
Re-Order Price for a product, as stored in Sales Inventory or Rental
Inventory.
The report can be sorted by Override Reason or by Operator within
the Class and Group. A change variance is calculated for the
increase or decrease in price.
Note: This report does not reflect price changes made on
individual documents.
Refer to Override Security Overview for
information on tracking price overrides.
This Product Value Override report does not reflect original
prices entered for new inventory.
The audit record is only generated when prices are updated using
any of the following utilities or their sub-options:
The List Price History change log for a specific product can be
viewed in the window on the List Price in Sales Inventory, Rental
Inventory, Inventory Inquiry, and in
the update utilities in Update Product
Rates/Costs/Prices.
Re-order price changes are not displayed in this log inquiries,
though they can be selected for the report.
Note: List Price, Base List Price, and Re-Order Price changes
are also included in the more general Override Report.
If purged, price history changes are no longer included in any
inquiry or price change reporting log.
The prompts to generate the Product Value Override Report from
the price change log, include:
-
- OVERRIDE TYPE
- Select one of the for four types of price changes from the
drop-down box:
- Click 1 to report on the List Price Changes.
Note: List Prices changes are not reported in this option for
non-bulk Rental equipment that utilize the Base List Pricing
calculations.
These price changes can be reported using option type 2 - Base List
Price Changes.
-
Click 2 to report on the Base List Price
Changes.
-
Click 3 to report on the Re-Order Price
Changes.
-
Click 4 to report on the Alternate Vendor Re-Order
Price Changes.
FROM DATE
- Accept the default date of the beginning of the current month,
or enter a preferred starting date for the reporting range.
- TO DATE
- Accept the default date of the last day of the current month,
or enter a preferred ending date for the reporting range.
REPORTING SET, "ALL" OR "SEL"
- Leave this field blank to skip the Set selection field
in order to use one of the Product Class, or Group
selection options instead.
To utilize the Set selection option choose one of the
following:
- Type ALL to include all Sets as setup in Reporting Sets in the audit report.
- Enter a single specific Set code for the report, or select one
from the Reporting Set Search
window.
- Type SEL to select a range of Sets or to select Sets by Owner
in the Select Reporting Sets window.
If a Set selection was made, the cursor skips the
Product Class, and Group selection options, and moves
to the Sorting prompt.
PRODUCT CLASS, "ALL" Or "SEL"
- Leave this field blank to skip the Class selection field
in order to use the Group selection option instead.
To use the Product Class selection option choose one of
the following:
- Type ALL to include all Product Classes in the audit
report.
- Enter a single specific Product Class for the report, or to
select one from the Product Class Search
window.
- Type SEL to select multiple Product Classes in the Select Class List window.
If a Product Class selection was made, the cursor skips
the Group selection option, and moves to the Sorting
prompt.
PRODUCT GROUP, "ALL" Or "SEL"
- To use the Group selection option choose one of the following:
- Type ALL to include all Groups in the audit report.
- Enter a single specific Group for the report, or select it from
the Group Search window.
- Type SEL to select multiple Groups in the Select Group List window.
One of Set, Class, or Group must be selected. If
none are selected the cursor moves back to re-start with the
Reporting Set selection prompt.
SORT ORDER
- The report always prints the product information by Group
within Product Class.
Select one of the following sort option for the products listed
in each Group:
- Select Div/Opr to sort the products by the Operator and
Division that was signed into the software when the change in price
was made.
- Select Reason to sort the products by Reason Code within
the Group.
- Select Product to sort the products by product
number.
FROM VARIANCE PERCENT
- The price variance percent formula is: (New Price - Old
Price) / Old Price * 100
Leave this field blank to include all variances, or enter a
starting percent for the range by entering the Variance as a whole
number.
(i.e. Do not enter a "negative percent".)
TO VARIANCE PERCENT
- Leave this field blank to include all variances, or enter an
ending percent for the range.
PRICE CHANGES TO INCLUDE
- Select one of the following filers for the price changes:
- Select Increases to list Price increases for the product
selection within the variance range on the resulting audit
report.
- Select Decreases to list Price decreases for the product
selection within the variance range on the audit report.
- Select Both to list all Price changes for the product
selection within the variance range on the audit report.
Decreases in prices display as a negative variance on the
output.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click ACCEPT to generate the report, or CANCEL to abort.
Topic Keyword: RSMPL11