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:

• Sales Inventory or Rental Inventory
• Product Groups - by Base List adjustments
• Alternate Vendor Purchasing
• Update Make/Model Info By Product# or Update Make/Model Info By Class
• Update Product Rates/Costs/Prices
• A/P Invoices or A/P Invoices By P.O.
• Purchase Orders
• Re-Order Information

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.