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probable_exposure_explained [2019/03/25 12:25] – lisa.maloneyprobable_exposure_explained [2024/08/08 15:04] (current) – tina.robles
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 {{:pasted:20170823-105746.png}} {{: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.
  
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 The probable exposure displays on the Exposure Tab of a contract. The probable exposure displays on the Exposure Tab of a contract.
  
-{{:pasted:20190325-122537.png}}+{{:pasted:20240806-172101.png}}
  
 To Generate Exposure for a contract, click the Generate button. 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. There are 2 different popups that appear to generate exposure – the size of the contract determines which Generate Exposure popup displays.
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 The Generate Exposure popup below displays on smaller contract where there are not a lot of companies on the contract. The Generate Exposure popup below displays on smaller contract where there are not a lot of companies on the contract.
  
-{{:pasted:20171110-140117.png}}+{{: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. 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:20171110-140140.png}}+{{:pasted:20240806-172726.png}}
  
  
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 Displays the Exposure, Actuals and Remaining Amounts. Displays the Exposure, Actuals and Remaining Amounts.
  
-{{:pasted:20190325-121959.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. __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.
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 Note that there are several different tabs with the Exposure tab: Note that there are several different tabs with the Exposure tab:
  
-{{:pasted:20170823-110651.png}}+{{:pasted:20240806-173025.png}}
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-**Direct Exposure**+**Contractee Exposure**
  
 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. 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:20180514-124530.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. __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.
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 __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. __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.
  
-{{:pasted:20170823-110930.png}}+{{: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 Direct Rate__: sum of This Contract Direct Rate plus Other Contract(s) Direct Rate plus Other Operator Contract(s) Rate for the product row.
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 __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. __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}}
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-__**Deviated Exposure**__+__**Distributor Exposure**__
  
 Displays information by Eligible Distributor and Product. 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. __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.
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 Displays Contract Lumpsum information. Displays Contract Lumpsum information.
  
-{{:pasted:20170823-111815.png}}+{{:pasted:20240806-174310.png}}
  
 __Lumpsum Description__: lumpsum description defined on the contract version. __Lumpsum Description__: lumpsum description defined on the contract version.
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 __Total Claim Amount__: displays the amount claimed for the lumpsum row.  Clicking the hyperlink will open a popup displaying the claim information. __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}}
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 __**Product Actuals Overflow**__ __**Product Actuals Overflow**__
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 Products which were on the contract when the claim was paid, but the contract has since been amended and that product was removed. Products which were on the contract when the claim was paid, but the contract has since been amended and that product was removed.
  
-{{:pasted:20170823-112443.png}}+{{:pasted:20240806-174508.png}}
  
 __Company Name and Company Number__: displays the company information pertaining to the claimant of the overflow product row. __Company Name and Company Number__: displays the company information pertaining to the claimant of the overflow product row.
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 __Total Claim Amount__: the amount paid for that product.  Clicking the hyperlink will open a popup window displaying the claim information. __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**__ __**Lumpsum Actuals Overflow**__
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 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. 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:20170823-112545.png}}+{{:pasted:20240806-175255.png}}
  
 __Lumpsum Description and Lumpsum Code__: displays the lumpsum information for lumpsums which are not defined on the contract. __Lumpsum Description and Lumpsum Code__: displays the lumpsum information for lumpsums which are not defined on the contract.
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 To view the report, click the report button.  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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probable_exposure_explained.1553516753.txt.gz · Last modified: 2019/03/25 12:25 by lisa.maloney

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