Navigation:  Application Modules > Pricing > Configuration > Price Formula > Component Status Codes

Within EnergySteward.com you are able to setup status codes for the various price components which are defined within the system.  Typically, these status codes will represent the status of the price component for a given time period.  For example,  you may decide to manage your price components with the following status codes:

 

 

This configuration screen provides you with a method to setup those status codes.  When working with your price components, these status codes will be listed in various pull down list boxes when adding or updating price components within EnergySteward.com.  In addition, you can run queries and reports based on status (ie.. pull up a list (then maybe export to Excel) of all "Pending" price components, for instance).

 

The screen shot below shows the initial screen which lists out your available status codes:

 

 

Add Price Formula Component Status Code (button) - Click this button to add a new status code.

 

View/Edit Grid Button (pencil) - Click this next to the applicable status code in order to change the information about this status code.

 

Delete Grid Button (red x) - Click this next to the applicable status code that you want to permanently delete.  When you delete a status code, then all price formula component associations to this status will be removed. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Component Status Name - This can be any name for the status which you want to define.  It is suggested that you make this name relatively descriptive for the status in question.  The name you post here is what will show up within the pull down list box when setting price formula components.

 

Notes - This is required and should just be a brief description for the price formula component status.

 

Is Component Status Code Available (checkbox) - If checked, then this status is considered active and will therefore show up in the pull down list boxes when setting up price component information.  If unchecked then historical status information is maintained BUT when assigning new status codes to price formula components, the item will be unavailable (will not show up in the pull down list box).

 

Is Component Considered Available With This Status (checkbox) - If checked then any price formula components associated to the status code should be considered 'Available'.  Examples of available price formula components might include 'Active', 'Pending', etc.  When unchecked then the status would indicate that the price formula components associated to it ARE unavailable (like "Inactive" status, etc.).

 

Automatically Post This Status for New Components ? (checkbox) - If this is checked then then a this particular status will AUTOMATICALLY be posted on a price formula component without it explicitly being entered.  All of this done, during actual price formula component setup.  Every new price formula component which gets entered can be automatically 'tagged' with the status (like 'Active') which is checked via this checkbox.  Saves on entry time when setting up price formula components.