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

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

 

In fact, a price index may have multiple status entries over a period of time   For example a price index 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 status's over time.  This provides a historical audit trail of events that impacted the price index.

 

Typically, these status codes will represent the status of the price index (to your organization).  For example you may decide to manage your price index 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 setup screen.  You assign these status codes to various price indices at the time you add or update the price indices within EnergySteward.com.

 

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

 

 

Add Price Index 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 associations to this status will be removed (price indices 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.

 

 

Index 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 indices.

 

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

 

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

 

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

 

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