Item Price History

Description

This screen is part of the Design Administration subsystem and provides part of the Master Items functionality. The Item Price History screen is used to customize a report on the price history of one or more items based on a combination of default and user-defined search criteria. The report may be generated in summary or detail format; in both cases, the report itself is displayed at the bottom of the Item Price History screen.

The Item Price History report is dynamically created and may use data from either contractor bids, construction component item schedules, approved work orders, or a combination of contractor bids and approved work orders to perform the report calculations. Customizable report criteria include District, Bid Type, State Type of Work, Low/High Amount, Low/High Quantity and report date range.

The resulting report may be presented in either summary or detail format and may include data for one or more items, depending on the search criteria.

The Item Price History screen is available from the link on the Master Items Maintenance home/search page, or from the Item History icon on the Master Items list. When accessed from the Master Items list for a specific item number, the report uses the default search criteria and is generated for the specified item number.

The Item Price History screen is available to all users; however, the available search criteria are limited for contractor and public users. These groups can access only the following fields: Item Prefix, Item Number, Item Description, Item Type. When the report is generated for a contractor or public user, the remaining customizable fields use the default values as described in the Fields section below. For example, the default date range is 2 years, and the default format is Summary.

Fields

Field Name	State	Description
		*****Search Criteria*****
Item Prefix	Required	This field allows the user to enter the first four digits of the item number. If choosing a standard item, the user can select the item prefix from the drop-down list. For modified standard, lump sum structure (8000), and nonstandard items, the user must type the item prefix. Note: If you do not know the item number for which you want to generate the report, go to the Master Items Maint/Search home page and use the search function to find the item. From the search results screen, click the Item Price History icon to display the report in the summary format for the specific item.
Item Number	Optional	This field allows the user to enter the last four digits of the item number. This field can be used as a search criterion only when an item prefix is specified.
Item Description	Optional	This field allows the user to enter all or part of the item description as a search criterion.
Item Type	Optional	This group of radio buttons allows the user to select the data which should be searched to produce the item price history report. Valid options are Bid, CIS (Component Item Schedule), Work Order, and Bid + Work Order. Only one option may be selected. This is a required field – an option must be selected before the report query is initiated.
District(s)	Required	This group of checkboxes allows the user to indicate the Districts that should be considered in the report. The user may select one or more Districts, and at least one must be selected before the report can be generated. This field is hidden for contractor and public users.
Bid Types	Optional	This group of radio button options allows the user to tailor the report to include data for only the low bid for a project or for the three lowest bids. The default is "Low Bid Only". This field is hidden for contractor and public users.
Date From	Required	This field allows the user to enter or select the beginning date of the report. The selected date cannot be more than 5 years prior to the current date. By default, the From Date is set to the current date minus 2 years. This is a required field. The user may manually enter the date in mm/dd/yyyy format, or select it from a pop-up calendar graphic by clicking the Calendar/Clock icon to the right of the field. This field is hidden for contractor and public users.
Date To	Required	This field allows the user to enter or select the beginning date of the report. The selected date cannot be more than 5 years prior to the current date. By default, the To Date is set to the current date. This is a required field. The user may manually enter the date in mm/dd/yyyy format, or select it from a pop-up calendar graphic by clicking the Calendar/Clock icon to the right of the field. This field is hidden for contractor and public users.
State Type of Work	Optional	This field allows the user to select the State Type of Work as one of the search criteria. This field is hidden for contractor and public users.
Low Bid Amt From	Optional	This field allows the user to enter a “floor”, or low amount for the search. The report will not consider any data for a project whose lowest total bid amount was less than the amount entered here. For this calculation, the query considers only the lowest bid, even if “Low 3” is selected as the Bid Type search criterion. This field is hidden for contractor and public users.
Low Bid Amt To	Optional	This field allows the user to enter a “ceiling”, or high amount for the search. The report will not consider any data for a project whose total bid amount was greater than the amount entered here. For this calculation, the query considers only the lowest bid, even if “Low 3” is selected as the Bid Type search criterion. The default value of this field is This field is hidden for contractor and public users.
Qty Range From	Optional	This field allows the user to enter a low quantity for the search. The report will not consider any data for an item with a quantity less than the quantity entered here. This field is hidden for contractor and public users.
Qty Range To	Optional	This field allows the user to enter a high quantity for the search. The report will not consider any data for an item with a quantity greater than the quantity entered here. This field is hidden for contractor and public users.
Report Type	Required	This field allows the user to indicate the type of report: Detail or Summary. The default is Summary. This field is hidden for contractor and public users. Note: Summary reports are not available for nonstandard (9000) items.
		*****Summary Report Fields*****
Item Num/Description	Display Only	The item number and description. If a specific item number was selected or if the report was generated from the Item Number link on the Master Items list, only one item number is displayed. Otherwise, items are displayed in ascending order by item number.
District	Display Only	The District for which the item price statistic is displayed. When the summary results are rolled up (Roll Up Results checkbox is checked), the rollup data is displayed as "District 00" and represents an average of the underlying district data based on the districts the user selected in the search.
No. Of Occurrences	Display Only	The number of occurrences of the item that were considered for calculating the price statistic.
Aver. Unit Price/Qty	Display Only	The weighted average unit price and the average quantity of the item for the selected occurrences.
Min. Unit Price/Qty	Display Only	The minimum unit price and the corresponding quantity of the item for the selected occurrences.
Max. Unit Price/Qty	Display Only	The maximum unit price and the corresponding quantity of the item for the selected occurrences.
Min Qty./Unit Price	Display Only	The minimum quantity and the corresponding unit price of the item for the selected occurrences.
Max. Qty./Unit Price	Display Only	The maximum quantity and the corresponding unit price of the item for the selected occurrences.
		*****Detail Report Fields*****
Item Num	Display Only	The item number.
Item Description	Display Only	The item description.
Project	Display Only	The project number, followed by the data source. Data from CMS is followed by a 'C'; data from ECMS is followed by an 'E'.
District	Display Only	The District associated with the project.
Let/Approved Date	Display Only	The actual let date (for bid or CIS items) or the work order approved date for work order items.
Qty	Display Only	The item quantity.
UOM	Display Only	The unit of measure.
Bid Rank	Display Only	The bid ranking.
Unit Pr	Display Only	The unit price of the item.

Actions

Action	Description
? (icon)	When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon)	When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Back (button)	When the user clicks this button, they are returned to the previous screen in the browser history.
Search (button)	When the user clicks this button, the search criteria are validated to ensure that all required criteria have been entered or selected, and the report query is run. When the query finishes, the screen is refreshed with the search results displayed in the lower portion of the Item Price History screen.
Reset (button)	When the user clicks this button, any user-entered search criteria or deleted, and the screen reverts to the default search parameters.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:53:46 AM