Navigation:  Application Modules > Pricing > Configuration > Price Index > Basket Status Codes

Within EnergySteward.com you are able to setup multiple status codes to any price index basket.

 

In fact, a price index baskets may have multiple status entries over a period of time   For example a price index basket can be 'Pending' for a month or two, then 'Active' maybe for several years, then 'Inactive'.

 

EnergySteward.com has been designed to track the all the various status's for a given price index basket status over time.  This provides a historical audit trail of events that impacted the price index basket.

 

Typically, these status codes will represent the status of the price index basket (within your organization).  For example you may decide to manage your price index basket with just the following two status codes:

 

 

This configuration screen provides you with a method to setup those status codes.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual price index basket setup screen.  You assign these status codes to various price index baskets at the time you add or update the price index baskets within EnergySteward.com.

 

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

 

 

Add Price Index Basket 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 index basket associations to this status will be removed (price index baskets will still be there, just their association to this status will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Basket 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 up price index baskets.

 

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

 

Is Basket 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 index basket information.  If unchecked then historical status information is maintained BUT when assigning new status codes to price index baskets, the item will be unavailable (will not show up in the pull down list box).

 

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

 

Automatically Post This Status for New Baskets ? (checkbox) - If this is checked then then this particular status will AUTOMATICALLY be posted on a price index basket without it explicitly being entered.  All of this done, during actual price index basket setup.  This is beneficial in those situations where a company is bulk entering their initial price index baskets.  Every new price index basket 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 a price index baskets.