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--- probable_exposure_explained [2017/08/23 12:25] – lisa.maloney
+++ probable_exposure_explained [2024/08/08 15:04] (current) – tina.robles
@@ Line 9: / Line 9: @@
 {{:pasted:20170823-105746.png}}
+Scenario 1: Direct Fixed Rate - estimated cases are 500 and the direct rebate is $2.15 so it's 500 x 2.15 = $1075.00.
-  Scenario 1:  Direct Fixed Rate - estimated cases are 500 and the direct rebate is $2.15 so it's 500 x 2.15 = $1075.00.
+Scenario 2: Deviated Fixed Rate - similar to scenario 1 above but this is a deviated rate through the distributor. The calculation is the same in this scenario so for the first product it is 500 x $2.00 = $1000.00.
-  Scenario 2:  Deviated Fixed Rate - similar to scenario 1 above but this is a deviated rate through the distributor. The calculation is the same in this scenario so for the first product it is 500 x $2.00 = $1000.00.
-  Scenario 3:  Deviated Fixed Price.  The default price for this product is $12.34 and the fixed price is $11.00, the formula takes the difference of the two and then multiplies by estimated quantity.  In this case it's $12.34 - $11.00 = $1.34 and then $1.34 x 500 = $670.00.  (See below for more detailed information regarding sales data and distributors.)
+Scenario 3: Deviated Fixed Price.  The default price for this product is $12.34 and the fixed price is $11.00, the formula takes the difference of the two and then multiplies by estimated quantity.  In this case it's $12.34 - $11.00 = $1.34 and then $1.34 x 500 = $670.00.  (See below for more detailed information regarding sales data and distributors.)
-  Scenario 4:  Deviated Percent.  In this scenario the contract has a 10.00% rebate set up.  Since the product has a Default Price of $42.00 the rebate would be 42.00 x 10% = $4.20.  $4.20 x 500 estimated cases = $2100.00 in Probable Exposure. (See below for more detailed information regarding sales data and distributors.
+Scenario 4: Deviated Percent.  In this scenario the contract has a 10.00% rebate set up.  Since the product has a Default Price of $42.00 the rebate would be 42.00 x 10% = $4.20.  $4.20 x 500 estimated cases = $2100.00 in Probable Exposure. (See below for more detailed information regarding sales data and distributors.
 -----
@@ Line 21: / Line 23: @@
 The probable exposure displays on the Exposure Tab of a contract.
-{{:pasted:20170823-110416.png}}
+{{:pasted:20240806-172101.png}}
 To Generate Exposure for a contract, click the Generate button.
-{{:pasted:20170823-110507.png}}
+{{:pasted:20240806-171758.png}}
+There are 2 different popups that appear to generate exposure – the size of the contract determines which Generate Exposure popup displays.
+The Generate Exposure popup below displays on smaller contract where there are not a lot of companies on the contract.
+{{:pasted:20240806-172802.png}}
+The Generate Exposure contract popup below is presented where there are a significant number of companies on the contract.  The count of companies to select varies by contract.
+{{:pasted:20240806-172726.png}}
+__Eligible Distributor Companies:__ click on a row to select.  Use the ctrl or shift buttons to select multiple companies.  The companies selected here are the only ones that will display in the exposure grids.
+__Stacked Enabled:__ checking this box will generate Stacked Exposure as well as the Probable Exposure.  Leaving it unchecked will only generate the probable exposure.
+__Limit Actuals Companies:__ checking this box will limit the companies returned to only companies which have claimed on the contract.
+-----
+**IMPORTANT NOTES ABOUT ESTIMATED QUANTITY AND EXPOSURE WHEN LIMITING BY COMPANIES**
+If all companies are selected and the Limit Actuals Companies box is un-checked, the estimated quantity is applied to all distributors per product on the exposure tabs.
+If the exposure is limited based on a selection of companies or by checking the Limit Actuals Companies box, a subset of the eligible companies allowed on the contract are returned.  In this instance, the estimated quantity per product is applied to only the distributors selected and not all the distributors which are eligible on the contract.
+Example:
+A Contract is set up with the following 2 products at the rate and estimated quantity listed.  There are also 2 eligible distributors on the contract – Sysco Albany and US Foods Metro NY.
+{{:pasted:20171110-140751.png}}
+If exposure is run without limiting by company selection or by companies with actuals, the deviated exposure will show the total estimated quantity for the product and divide that out per distributor on the contract.
+{{:pasted:20171110-140847.png}}
+However, if the contract exposure is limited to specific companies or companies with actuals, the estimated volume is applied to only the companies selected.  In the example below, the entire estimated volume for the products are applied to Sysco Albany.  The total probable exposure per product is still accurate, but the estimated spend for this location is overstated since not all the distributors are displaying.
+{{:pasted:20171110-140955.png}}
+**NOTE** – if the user selects companies to view probable exposure, and there are other companies which have actuals on the contract, the actuals for the companies not selected will display under the product/lumpsum overflow tab.
 -----
 **Summary**
@@ Line 31: / Line 73: @@
 Displays the Exposure, Actuals and Remaining Amounts.
-{{:pasted:20170823-110609.png}}
+{{:pasted:20240806-172935.png}}
 __Exposure__: This section breaks out the contract exposure by product direct, product deviated, and lumpsum spend.  The contract’s total probable exposure is summed at the bottom of that section.
-__Actuals__: This section breaks out the actual amount paid on this contract version by product direct, product deviated, lumpsum and overflow amounts.  The Product Overflow and Lumpsum Overflow amounts are what was paid on this contract to products and/or lumpsums which are not on the contract.  Examples are Ineligible Sku or Ineligible Event.  The Contract Actuals amount is the sum for items paid which are on the contract only.  The Contract Total Actuals is the sum of all amounts paid on this contract version.
+__Actuals__: This section breaks out the actual amount paid on this contract version by product direct, product deviated, lumpsum and overflow amounts.  The Product Overflow and Lumpsum Overflow amounts are what was paid on this contract to products and/or lumpsums which are not on the current version of the contract.  Some examples are Ineligible Skus or Ineligible Events.  Other examples are products which were on the previous contract version but were removed from the current contract amend version.  The Contract Actuals amount is the sum for items paid which are on the contract only.  The Contract Total Actuals is the sum of all amounts paid on this contract version.
-__Remaining__: This section displays the remaining amount as the exposure amount minus the actual amount for the products on the contract version.  The total amount remaining is summed at the bottom of that section – this amount excludes the total for amounts paid which are not contract products/lumpsum.
+__Remaining__: This section displays the remaining amount between the exposure and actuals.  At the bottom of the section there are 2 different values.  The Contract Remaining is the exposure amount minus the actual amount for the products on the contract version.  The Contract Total Remaining is the exposure amount minus the actuals including products/lumpsums not on the contract version.
 Note that there are several different tabs with the Exposure tab:
-{{:pasted:20170823-110651.png}}
+{{:pasted:20240806-173025.png}}
 -----
-**Direct Exposure**
+**Contractee Exposure**
-This tab displays the estimated spend for the current contract version as well as stacked reporting information for other contracts where there are overlapping timeframes for the contractee.
+This tab displays the estimated spend for the current contract version as well as stacked reporting information for other claimable contracts where there are overlapping timeframes for the contractee.
-{{:pasted:20170823-110745.png}}
+{{:pasted:20240806-173446.png}}
 __Company Name and Company Number__: displays the company name and number of the contractee.  If the contractee is a company grouping, each of the companies which are a part of that grouping will display.
@@ Line 67: / Line 109: @@
 __This Contract Estimated Spend__:  the estimated spend for the product.  Formula is Direct Rate * Estimated Quantity.
-__Other Contract(s) Direct Rate__: displays a sum of all rates for other contracts for the same contractee, timeframe and product.  Note that this field will convert all amounts to a rate even if the product is defined as fixed price or a percent.  Clicking the hyperlink will open a popup which displays the other contract version information for that product row.
+__Other Contract(s) Direct Rate__: displays a sum of all rates for other claimable contracts for the same contractee, timeframe and product.  In the instance the contractee is an operator, it will also include the direct rate for the eligible distributor where it is the contractee on a contract for that product and timeframe.  Note that this field will convert all amounts to a rate even if the product is defined as fixed price or a percent.  Clicking the hyperlink will open a popup which displays the other contract version information for that product row.
-{{:pasted:20170823-110930.png}}
+__Other Operator Contract(s) Rate__: in the instance the contractee is a distributor, the other operator contract rate will show the MAX rate where the contractee is an eligible distributor on an operator contract for that product and timeframe.  Note that this field will convert all amounts to a rate even if the product is defined as fixed price or a percent.  Clicking the hyperlink will open a popup which displays the other operator contract version information for that product row.
-__Total Stacked Direct Rate__: sum of This Contract Direct Rate plus Other Contract(s) Direct Rate for the product row.
+{{:pasted:20240806-173512.png}}    {{:pasted:20240806-173551.png}}
+__Total Stacked Direct Rate__: sum of This Contract Direct Rate plus Other Contract(s) Direct Rate plus Other Operator Contract(s) Rate for the product row.
 __Total Stacked Estimated Spend__: formula of This Contract Estimated Quantity * Total Stacked Direct Rate.  This value represents how much could be paid out to this contractee for this timeframe over many different contracts.
@@ Line 77: / Line 121: @@
 __Total Claim Amount__: displays a sum of dollars on how much has been paid out to the sku for this contract version.  Clicking the hyperlink will open a popup with the claim information.
-{{:pasted:20170823-110954.png}}
+{{:pasted:20240806-173638.png}}
 -----
-__**Deviated Exposure**__
+__**Distributor Exposure**__
 Displays information by Eligible Distributor and Product.
-{{:pasted:20170823-111401.png}}
+{{:pasted:20240806-173916.png}}
 __Company Name and Company Number__: displays the company name and number of the eligible distributors listed on the contract.  If the distributor is a company grouping, each of the companies which are a part of that grouping will display.
@@ Line 103: / Line 147: @@
 __This Contract Estimated Spend__:  the estimated spend for the product.  Formula is Direct Rate * Estimated Quantity.
-__Other Contract(s) Deviated Rate__: displays a sum of all rates for other contracts for the same contractee, eligible distributor, timeframe and product.  Note that this field will convert all amounts to a rate even if the product is defined as fixed price or a percent.  Clicking the hyperlink will open a popup which displays the other contract version information for that product row.
+__Other Contract(s) Deviated Rate__: displays a sum of all rates for other claimable contracts for the same contractee, eligible distributor, timeframe and product.  Note that this field will convert all amounts to a rate even if the product is defined as fixed price or a percent.  Clicking the hyperlink will open a popup which displays the other contract version information for that product row.
 {{:pasted:20170823-111422.png}}
@@ Line 119: / Line 163: @@
 Displays Contract Lumpsum information.
-{{:pasted:20170823-111815.png}}
+{{:pasted:20240806-174310.png}}
 __Lumpsum Description__: lumpsum description defined on the contract version.
@@ Line 133: / Line 177: @@
 __Total Claim Amount__: displays the amount claimed for the lumpsum row.  Clicking the hyperlink will open a popup displaying the claim information.
-{{:pasted:20170823-111840.png}}
+{{:pasted:20240806-174336.png}}
 -----
 __**Product Actuals Overflow**__
-Displays information on products which were paid on the contract but are not defined on the contract version.  Examples are ineligible skus which were overridden and paid.
+Displays information on products which were paid on the contract but are not defined on the current contract version.
-{{:pasted:20170823-112443.png}}
+Examples:
+Ineligible Skus overridden and paid
+Products which were on the contract as part of a product grouping, but are no longer part of that product grouping.
+Products which were on the contract when the claim was paid, but the contract has since been amended and that product was removed.
+{{:pasted:20240806-174508.png}}
 __Company Name and Company Number__: displays the company information pertaining to the claimant of the overflow product row.
@@ Line 147: / Line 199: @@
 __Total Claim Amount__: the amount paid for that product.  Clicking the hyperlink will open a popup window displaying the claim information.
-{{:pasted:20170823-112458.png}}
+{{:pasted:20240806-174526.png}}
 ------
 __**Lumpsum Actuals Overflow**__
-Displays information on lumpsums which were paid on the contract but are not defined on the contract version.  Examples are ineligible lumpsums which were overridden and paid.
+Displays information on lumpsums which were paid on the contract but are not defined on the current contract version.
-{{:pasted:20170823-112545.png}}
+Examples:
+Ineligible lumpsum events which were overridden and paid.
+Lumpsums which were on the contract when the claim was paid, but the contract was amended and that lumpsum is no longer defined on the current version of the contract.
+{{:pasted:20240806-175255.png}}
 __Lumpsum Description and Lumpsum Code__: displays the lumpsum information for lumpsums which are not defined on the contract.
@@ Line 169: / Line 227: @@
 To view the report, click the report button.
-{{:pasted:20170823-113724.png}}
+{{:pasted:20240806-174705.png}}
+Then select an export type and decide to either show (un-check) or hide (check) the Claimant Info and click the Generate report.  Once the report has generated, click the hyperlink in the Generated Reports section.
-Then select an export option and decide to either show (un-check) or hide (check) the Claimant Info and click the Generate button.  Once the report has generated, click the hyperlink in the Generated Reports section.
+{{:pasted:20240806-174727.png}}
-{{:pasted:20170823-113740.png}}
+__Excel Export__: The export displays a sheet per tab.  The export will limit the data if there are any filters on any of the columns so be sure to clear filters prior to opening the export.
-__Excel Export__: click this option to view an export of all the Exposure grids.  The export displays a sheet per tab.  The export will limit the data if there are any filters on any of the columns so be sure to clear filters prior to opening the export.
-{{:pasted:20170823-113817.png}}
 -----

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