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contract_reports [2016/09/27 17:31] – lisa.maloneycontract_reports [2024/12/20 20:13] (current) – tina.robles
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 Click on the Contract menu option to see the list of contract reports. Click on the Contract menu option to see the list of contract reports.
  
-{{:pasted:20160902-181151.png}}+{{:pasted:20241220-200612.png}}
  
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 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. 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:20160902-182542.png}} +{{:pasted:20240826-165945.png}}{{:pasted:20240826-165933.png}}
 ----- -----
 **Expiring Contracts** **Expiring Contracts**
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 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. 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:20160902-182615.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** **Contracts Awaiting Approval**
  
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 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.  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:20160902-182651.png}}+{{:pasted:20240826-170126.png}}
 ----- -----
 **Contract Comparison Report** **Contract Comparison Report**
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 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.   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.  
  
-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.+The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.  
  
-{{:pasted:20160902-182239.png}}+{{:pasted:20240826-170144.png}}
 ----- -----
 **Contracts by Specific Product or Grouping** **Contracts by Specific Product or Grouping**
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 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.  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:20160902-182449.png}}+{{:pasted:20240826-170217.png}}{{:pasted:20240826-170238.png}}
 ----- -----
 **Distributor Review Overview** **Distributor Review Overview**
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 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. 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:20160927-172657.png}}+{{:pasted:20240826-170256.png}}{{:pasted:20240826-170307.png}}
  
 Report Columns: Report Columns:
  
-Customer Number: The client's number for the distributor +  * Customer Number: The client's number for the distributor 
- +  * Customer Name: The client's name 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 SKU:  If the contract is directly with the distributor and the rebates were SKU based. +  * 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. 
-Direct LumpSum:  If the contract is directly with the distributor and the rebate was paid out via LumpSum. +  * 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. 
-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.) +  * Difference:  Total Sales minus Contracted Sales
- +
-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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 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. 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:20160902-184112.png}}+{{:pasted:20240826-170331.png}}{{:pasted:20240826-170343.png}}
  
 Report Columns: Report Columns:
  
-Customer Number: The client's number for the distributor +  * Customer Number: The client's number for the distributor 
- +  * Customer Name: The client's name 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 
-Contractee:  If there are any contracts where this distributor customer is part of, then this column shows who the contractee is. +  * 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. 
-SKU:  SKU on the contract +  * 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. 
-Direct SKU:  If the contract is directly with the distributor and the rebates were SKU based. +  * 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. 
-Direct LumpSum:  If the contract is directly with the distributor and the rebate was paid out via LumpSum. +  * Difference:  Total Sales minus Contracted Sales
- +
-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+
  
  
contract_reports.1474997476.txt.gz · Last modified: 2016/09/27 17:31 by lisa.maloney

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