Setting up a value update

  1. Access SunSystems.
  2. Specify RVS in the search field and select Value Update Setup (RVS).
  3. Select the Value Update Code and click OK.
  4. In the information dialog box, click Yes.
  5. Specify this information:
    Description
    Up to 50 characters to describe the stored run parameters.
    Data Access Group (DAG) Code
    The DAG code to be applied to restrict operator from accessing this data.
    Document Format Code
    The document format code of the report to be printed. You can use the RIVU document format code or create you own document format.
    Filter Name
    Specify the filter previously set up in the Filter Designer (FLD) (this must be the RIVU type filter).
    Value Label Lookup
    The lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Value Label Value Type
    Select the particular value label for the field you want to update.
    Update With
    Select either Amount or Percentage depending on the type of implemented update.
    Value
    Specify either an absolute value (to replace the existing value on the contract subject for the used value label) or a percentage (with a negative sign if required) used to increment or decrement the value. For example, if Value Label Value Type is set to Unit Price, Update With is set to Percentage, and Value is set to 10 then the unit price of selected records is multiplied by 10%.
    Report Only Flag
    Select the check box to stop any updates on the contract file. It is advisable to validate any potential updates through a Report Only run prior to applying the changes. A report is automatically produced as the result of the update run.
    Retro
    Select the check box to allow retroactive changes. For example, if a record has been billed after the Effective Date selected for the Value Update, then the Retro check box must be selected to make any adjustments covering the period from the Effective Date to the Previously Billed Date. The value of the adjusted record is the difference between the original value and the newly calculated value. In case the Retro check box is not selected, then a record is only billed at the new price from the Effective Date.
  6. Click OK.