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L ocal B udget P reparation F ramework SVC RATES VERSION 1 .1 Sign off Date

Local Budget Preparation Framework

SVC RATES

VERSION 1.1

Sign off

Date

Name

Signature

PMI

PMI

PMI

 

Date

Status

Name

Summary of changes

File Name

03-04-2011 Draft

V. Santi

Creation of document

341123453.doc

08-04-2011 Update

V. Santi

Format review

341123453.doc

15-04-2011 Update

A. Gucciardi

Review of Document

341123453.doc

12-05-2011 Update

V. Santi

PMI Feedback Incorporation

341123453.doc

17-05-2011 Update

V.Santi

Added Market after PMI Feedback

341123453.doc

08-06-2011 Final

V.Santi

Final version

341123453.doc

05-07-2011 Updated

L.Salvi

Change Request “Market usage for Provinces” Incorporation

341123453.doc

03-09-2012 Renamed

E. Pozzi

Document renamed

341123453.doc

LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

341123453.doc

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LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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  • 1 Introduction

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SVC Rates represent the standard variable costs of all products manufactured and sold. They also include the trade purchase costs charged by Third Parties. The SVC costs could be related to (non-exhaustive list):

Leaf Cost

Direct Material Cost

Conversion Cost

Purchase Cost

The purpose of the “SVC Rates” functionality is to add, copy, modify or delete standard variable costs rates for the Budget preparation.

The SVC Rates online functionality is used by the users based on the role access rights.

  • 2 Pre-Conditions

The initial state of the system before the use case begins is:

 

User is logged into the system.

 

User can access functionality an unlocked data version (based on role access rights).

Data Version has been selected (Optional).

The following additional information has been defined:

 
  • - Billing Simulation Account to be posted

 
  • - Account Detail

 
  • 3 Flow of Events

3.1

 

Basic Flow

   

#

Sequence Name

 

User Action

Result

 

1

 

Start

Navigate to SVC Rates Primary Task.

  • 1. A pre-selection screen is displayed, enabling the user to select attributes to narrow down the data to be displayed in the data grid.

   
  • 2. If the Data Version was not previously selected, the user is prompted to select the Data Version.

 

2

Data Version Selection Verification

Select Data Version, if not previously selected.

The Data Version is displayed.

3

Attribute(s) Pre-

 

1.

Select one value or multiple

A list of all the records that satisfy the

 

selection & Input

 

values of one attribute and / or

pre-selection criteria is displayed in

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SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

341123453.doc Version: [0.1 December 27, 2016] Page 4 of 11 mode selection a combination of attributes
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mode selection
a combination of attributes for:
the data grid, as follows:
The Affiliate (Mandatory,
Single Selection).
Market
The Market (Optional,
Multiple Selection).
The Production Center
(Optional, Multiple
Selection).
The Account (Optional,
Multiple Selection).
The Product Category
(Optional, Multiple
Selection).
Production Center
Account
Account Detail
Product Category
Sourced Product
Curr. (Transactional currency)
Unit of Measurement
UoM Quantity
Period from Jan to Dec
The Sourced Product
(Optional, Multiple
Selection).
Note: Affiliate
2.
Choose Online Input (Refer to
GUI Standard).
This field is defaulted to “RBH Inc.”.
Note: Security Filter
All reference data attributes are
filtered based on role access rights.
Note: Account
In addition to the pre-selection filters,
the records to be displayed in the data
grid are narrowed down by the
following rules:
Account corresponding to the
record has to be marked as
Active in the Master Data
“Account” Metadata.
Account corresponding to the
4
Subflow Execution
– Excel based mode
of input
Decide one of the following
operations to perform:
record has to be defined as
Input Type = “SVC Rates” in
the Billing Simulation Account
to be posted Metadata.
If the selected operation is Add,
then the Add subflow is executed.
Add
Copy
If the selected operation is Copy,
then the Copy subflow is
executed.

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SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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Modify

If the selected operation is Delete,

Delete

then the Delete subflow is executed.

 

Note: Modify operation

The Modify operation can be performed directly on the Excel template, therefore no Modify button or subflow is applicable to the Excel Based Input mode (refer to the GUI Standards).

5

Subflow Execution – Web based mode of

Decide one of the following operations to perform:

If the selected operation is Add, then the Add subflow is executed.

input

Add

If the selected operation is Copy,

Copy

then the Copy subflow is executed.

Modify

If the selected operation is Modify,

Delete

then the Modify subflow is executed.

 

If the selected operation is Delete, then the Delete subflow is executed.

  • 56 Validation

Web based online input validation is performed whenever the user chooses “Enter” after adding, copying, modifying or deleting a record in the data grid or whenever

Validate that there are no duplicate keys in the data grid. If there are duplicate keys, the warning icon appears in the error column. Attributes used in duplicate validation:

the user chooses “Enter and New” after adding a record in the data

 

Market

grid.

Account

Account Detail

Sourced Product

Product Category

Currency

Alternate Flow (Web Based Input):

Duplicate data

  • 67 Choose Save

 

Alternate Flow (Web Based Input):

(refer to the GUI

Reset

 

Standards)

 
  • 78 End Primary Task.

End

Primary Task is ended.

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LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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  • 3.1.1 Add Subflow – Web Based Input Mode

#

Sequence Name

User Action

Result

1

Choose Add

   

(refer to the GUI

Standards).

2

Enter Attributes / Data

  • 1. Select Market (Mandatory, Single Selection).

 
  • 1. Selected attributes and entered data are displayed in the detailed

  • 2. Select Account (Mandatory,

 

data input pop up window.

Single Selection).

 
  • 2. The Enter, Enter and New and

 
  • 3. Select Account Detail (Mandatory, Single Selection).

 

Previous/Next buttons are enabled when all the mandatory

  • 4. Select Sourced Product (Mandatory, Single Selection).

attributes / data have been selected / entered.

  • 5. Select Product Category

 

(Mandatory, Single Selection).

 

Note: Market

 
  • 6. Select Currency (Mandatory,

  • 7. Select Unit of Measurement

  • 8. Select UoM Quantity

This field is defaulted to “Canada”.

 

Single Selection).

(Mandatory, Single Selection).

 

Note: Account / Account Detail

The values available for selection are

narrowed down by the following rule:

(Mandatory, Single Entry).

Account Details

Account Detail metadata

Input Value Grid:

 

corresponding to the record has to be defined as Input

  • 9. Enter Values by Period, i.e. the

Type = “SVC Rates” in the

amount to be applied (Mandatory, Single Entry).

 

When the Account Detail is selected, the Account field is automatically populated (derived from the Account Detail)

Note: Sourced Product

 

When the Sourced product is selected the Product Category attribute is automatically populated (derived from the FA code).

Note: Period from Jan to Dec

 

Values can be entered in two modes:

Enter value by period for all applicable (not locked) periods (from January to

 

December). Numbers with

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SVC RATES

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three decimals allowed, positive only.

When a value is entered in the Input Value Grid, the user has the option to select ‘Fill Down’. For all applicable (not locked) periods (from January to December), the same value entered will then be

automatically filled down.

3

Choose Enter

 

Selected attributes and entered data

(refer to the GUI Standards)

are displayed in the data grid.

Alternate Flow (Web Based Input):

Enter and New

Alternate Flow (Web Based Input):

Cancel

Repeat steps 1 to 3 for all records to be added via the Web based input mode.

 
  • 3.1.2 Add Subflow – Excel Based Input Mode

#

Sequence Name

User Action

Result

1

Choose Add

   

(refer to the GUI

Standards).

2

Enter Attributes / Data

  • 1. Select Market (Mandatory, Single Selection).

  • 1. Selected attributes and entered data are displayed in the detailed

  • 2. Select Account (Mandatory,

 

data input pop up window.

Single Selection).

  • 2. The Enter, Enter and New and

  • 3. Select Account Detail (Mandatory, Single Selection).

 

Previous/Next buttons are enabled when all the mandatory

  • 4. Select Sourced Product (Mandatory, Single Selection).

attributes / data have been selected / entered.

  • 5. Select Product Category (Mandatory, Single Selection).

Note: Account / Account Detail

  • 6. Select Currency (Mandatory, Single Selection).

The values available for selection are narrowed down by the following rule:

  • 7. Select Unit of Measurement (Mandatory, Single Selection).

  • 8. Select UoM Quantity (Mandatory, Single Entry).

 

Account Details corresponding to the record

has to be defined as Input Type = “SVC Rates” in the Account Detail metadata

Input Value Grid:

When the Account Detail is selected,

10. Enter Values by Period, i.e. the

the Account field is automatically

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LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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amount to be applied (Mandatory, Single Entry).

populated (derived from the Account Detail)

Note: Sourced Product

When the Sourced product is selected the Product Category attribute is automatically populated (derived from the FA code).

Note: Period from Jan to Dec

Values can be entered in two modes:

Enter value by period for all applicable (not locked) periods (from January to December). Numbers with three decimals allowed, positive only.

When a value is entered in the Input Value Grid, the user has the option to select ‘Fill Down’. For all applicable (not locked) periods (from January to December), the same value entered will then be

automatically filled down.

Repeat steps 1 to 2 for all records to be added via the Excel based input mode.

 
  • 3.1.3 Copy Subflow (refer to the GUI Standards)

  • 3.1.4 Modify Subflow (refer to the GUI Standards)

  • 3.1.5 Delete / Undelete Subflow (refer to the GUI Standards)

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LOCAL BUDGET PREPARATION FRAMEWORK

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  • 3.2 Alternate Flows

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  • 3.2.1 Duplicate data (refer to the GUI Standards)

  • 3.2.2 Reset (refer to the GUI Standards)

  • 3.2.3 Enter and New (refer to the GUI Standards)

  • 3.2.4 Cancel (refer to the GUI Standards)

    • 4 Post-Conditions

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If the use case has been successfully performed the SVC Rates are added, copied, modified, or deleted in the database. Otherwise, the database remains unchanged.

  • 5 Assumptions

The values visible in the pre-selection and attribute pick-lists / combo boxes are based on role access rights and based on the Master Data Metadata (only data marked as active is available for selection).

Based on the unit volume input, the SVC Rates are used by the Billing Simulation Calculation in order to generate the SVC costs.

The Actuals SVC Rates data are pulled from RBH SAP as monthly values.

Only positive values can be input as SVC rates (i.e., negative rates are not applicable).

Assume that Local Product Codes (i.e. those that roll-up into Finance Ready Codes) will reside in SMDL

and will behave as other Sourced Products. Where the term “Product Code” or “Sourced Product” or “FA Code” is used in this and other UC documents, this assumption is made.

  • 6 New Data Elements

None.

  • 7 Scenario (optional)

Refer to Screen Shot.

  • 8 Screen Shot (optional)

See attached file.

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LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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  • 9 Secondary Tasks – Web Based Input Mode

Page 10 of 11

Data Version Selection

 

Pre-Selected Attributes

Metadata:

  • - Billing Simulation Account

  • - Account Detail

 

10

References

“BART - DM - Technical & Business Metadata” document

 

“BART - Security Approach & Roles” document

“BART - ST - GUI Standards” document

“BART - UC - Unit Volume Input” document

11

Outstanding Points

 

#

Section

Description

Assigned to

Due date

Decision

1

3.1

Currently in RBH SAP rates are defined per Sourced Product. It is assumed that Unsourced Product will be available as well (in P1 they will be) and that the sourced product will be retrieved through the iRule using the Production Center.

PMI

15/04/2011

RBH SAP will transmit Sourced Products to BART (no need of Unsourced Product nor Production Center)

2

Account Details

 

26/04/2011

Account details will come from BART

12

Glossary & Abbreviations

 

Abbreviation / Term

Explanation

Account

 

4-digit GMRB account

GUI

Graphical User Interface

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LBPF - USE CASE

SVC RATES

LOCAL BUDGET PREPARATION FRAMEWORK

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  • 13 Appendices

None.

Version: [0.1 December 27, 2016]

  • 14 RBH Additional Requirement

Page 11 of 11

The user would have the option to re-calculate Conversion Cost rates (SVC), Shipping rates, and/or

Distribution rates in the case where the total Account amount should not change despite changes in volumes. Please refer to 69-BART-Rates Re-calculation Run Use Case and Screenshot for further details.

Example: Time 1      
Example:
Time 1

Account 4530 (Conversion Cost) = $30,000,000 Volume = 12.0 bio Therefore, Conversion Cost rate = $2.50 per 000

Time 2 (volume projection increases)

Account 4530 (Conversion Cost) = $30,000,000 Volume = 12.5 bio Therefore, Conversion Cost rate = $2.40 per 000

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