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--- contract_reports [2016/02/22 18:57] – lisa.maloney
+++ contract_reports [2024/12/20 20:13] (current) – tina.robles
@@ Line 7: / Line 7: @@
 Click on the Contract menu option to see the list of contract reports.
-{{:pasted:20160222-181319.png}}
+{{:pasted:20241220-200612.png}}
 -----
 **Contract Overview**
@@ Line 13: / Line 14: @@
 This report displays header-level information for contracts based on the criteria entered in the search parameters.  The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
-To generate a report, first select an Export Type.  Then enter the parameters in the Report Runner.  Parameters are Contractee, Creator First Name, Creator Last Name, Start Date and End Date.  Click Export to generate the report.
+To generate a report, first select an Export Type.  Then enter the parameters in the Report Runner.  Parameters are Contractee, Creator First Name, Creator Last Name, Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
-{{:pasted:20160222-183506.png}}
+{{:pasted:20240826-165945.png}}{{:pasted:20240826-165933.png}}
 -----
 **Expiring Contracts**
@@ Line 22: / Line 22: @@
 This report displays header-level information for contracts which expired in the time frame selected in the Report Runner.  The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
-To generate a report, select the Export Type, Expiring Days and optionally enter in the First Name and/or Last Name of the Contract Creator.  Click Export to generate the report.
+To generate a report, select the Export Type, Expiring Days, and optionally enter in the First Name and/or Last Name of the Contract Creator.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
-{{:pasted:20160222-183311.png}}
+{{:pasted:20240826-170056.png}}{{:pasted:20240826-170108.png}}
 -----
+**Contract Approval History**
+A new analytical tool has been developed to track contract approval processe
+  * Report Location: Accessible under Reporting, Contract, Contract Approval History
+  * Provides detailed timeline analysis of contract progression through key stages: Draft, Evaluation, and
+Approval
+  * Offers comprehensive insights into approval cycle durations
+Report Structure: The report comprises three distinct views: a) Summary b) Summary Detail c) Historical
+Record Detail
+Usage Requirement: A start date parameter is mandatory for report generation
+{{:pasted:20241220-201154.png}}
+-----
 **Contracts Awaiting Approval**
 This report displays a list of reports which are currently in an Evaluation state.  The information displayed in the report is Contract ID, Contractee, Contract Name, Contract Creator, Date Submitted for Approval, and Awaiting Approval From.
-To generate a report, select the Export Type and click Export.
+To generate a report, select the Export Type.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
-{{:pasted:20160222-184745.png}}
+{{:pasted:20240826-170126.png}}
 -----
 **Contract Comparison Report**
@@ Line 38: / Line 57: @@
 This report compares Contracts. It compares both header and detail information related to products, lumpsums, and distributors.
-To generate a report, select the Export Type and enter in both the Old Contract ID and New Contract ID then click Export.  The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.  The example below compares Contract 1000003.R0.V0 (the original contract) with 1000003.R0.V1 (the first amendment of the contract).  Click Swap to switch the order the contracts display in the report.
+To generate a report, select the Export Type and enter in both the Old Contract ID and New Contract ID then click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
-{{:pasted:20160222-185318.png}}
+The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.
+{{:pasted:20240826-170144.png}}
 -----
 **Contracts by Specific Product or Grouping**
-Help documentation under development.
+This report displays contracts which contain the Product or Product Grouping selected in the Report Runner.  The report displays the parameters at the top of the report.  The report grid displays Contract ID, Contract Name, Contractee, Effective Date, Expiration Date, Contract Creator, Product Description, Direct Rate, Deviated Value, Deviated Value Type, and Growth Rate for the selected product or grouping.
------
-**Accruals**
-Report currently under development.
+To generate a report, select the Export Type, and select either a Product or Grouping. Additional parameters are Creator First Name, Creator Last Name, and Contract Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
+{{:pasted:20240826-170217.png}}{{:pasted:20240826-170238.png}}
 -----
-**Possible Double Dip Contracts**
+**Distributor Review Overview**
+This report displays all the client's distributor customers and displays what was paid into that distributor either directly due to a contract with the distributor, or indirectly due to contracts with operators where that distributor is an eligible distributor.  This report also displays the distributor's total sales and contracted sales.
+To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
+{{:pasted:20240826-170256.png}}{{:pasted:20240826-170307.png}}
+Report Columns:
+  * Customer Number: The client's number for the distributor
+  * Customer Name: The client's name for the distributor
+  * Direct SKU:  If the contract is directly with the distributor and the rebates were SKU based.
+  * Direct LumpSum:  If the contract is directly with the distributor and the rebate was paid out via LumpSum.
+  * Direct Adhoc SKU:  If the contract is directly with the distributor and rebates paid out due to SKU’s not on the contract.  (Rarely used.)
+  * Deviated:  If the contract is NOT with the distributor but the distributor is an eligible claimant for the contract such as being an eligible distributor for an Operator contract.
+  * Total Sales:  Comes directly from the clients distributor sales feed for that specific customer number.
+  * Contracted Sales:  Takes total Sales and then subtracts any deviated claims from it via formula of Total Cases from Deviated Claims x Average Sales Price.
+  * Difference:  Total Sales minus Contracted Sales
-Report currently under development.
 -----
+**Distributor Review by SKU**
+This report displays all the client's distributor customers and displays what was paid into that distributor either directly due to a contract with the distributor, or indirectly due to contracts with operators where that distributor is an eligible distributor.  This report also displays the distributor's total sales and contracted sales.
+To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
+{{:pasted:20240826-170331.png}}{{:pasted:20240826-170343.png}}
+Report Columns:
+  * Customer Number: The client's number for the distributor
+  * Customer Name: The client's name for the distributor
+  * Contractee:  If there are any contracts where this distributor customer is part of, then this column shows who the contractee is.
+  * SKU:  SKU on the contract
+  * Direct SKU:  If the contract is directly with the distributor and the rebates were SKU based.
+  * Direct LumpSum:  If the contract is directly with the distributor and the rebate was paid out via LumpSum.
+  * Direct Adhoc SKU:  If the contract is directly with the distributor and rebates paid out due to SKU’s not on the contract.  (Rarely used.)
+  * Deviated:  If the contract is NOT with the distributor but the distributor is an eligible claimant for the contract such as being an eligible distributor for an Operator contract.
+  * Total Sales:  Comes directly from the clients distributor sales feed for that specific customer number.
+  * Contracted Sales:  Takes total Sales and then subtracts any deviated claims from it via formula of Total Cases from Deviated Claims x Average Sales Price.
+  * Difference:  Total Sales minus Contracted Sales

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