Dynamic Data
Dynamic data can be used to automatically search for prices of purchased parts or raw materials in FACTON if:
- There are no valid prices for the calculation year and the supplier, or
- there are several prices for the calculation year and the supplier.
The pricing strategy does not apply to purchased part prices that have been manually overwritten (manual offer).
No valid prices for the calculation year and supplier
If no valid prices exist for the calculation year, you can search for a valid price in FACTON in past or future years.
Figure: Validity Determination Strategy - No Prices/Rates
If no older or newer prices are available, or if you prefer not to consider the past and future in your search, FACTON will determine the lowest or highest price as the next step. Here you can specify if exactly one or several suppliers are included in the search. For more information on the "Purchased parts" dialog, see the Purchased and Standard Part Assignment Dialog.
Figure: Origin determination strategy – no prices/rates – several suppliers
Figure: Origin determination strategy – no prices/rates – 1 supplier selected
Several prices available for the calculation year and supplier
If there are several prices available for the calculation year, FACTON can search for a price with a validity start or end date closest to the calculation year.
Figure: Validity Determination Strategy - Several Prices/Rates
If there are several prices with identical validity start and end dates, FACTON will determine the lowest or highest price. Here, too, you can specify if just one or several suppliers are considered in the search. For more information on the "Purchased parts" dialog, see the Purchased and Standard Part Assignment Dialog.
Figure: Price/Rate Determination Strategy - Several Prices/Rates - Several Suppliers
Figure: Price/Rate Determination Strategy - Several Prices/Rates - 1 Supplier Selected
Dialog elements without group:
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Dynamic data source combobox:
Select the dynamic data to be applied for the various strategies.
"Validity Determination Strategy - No Prices/Rates" group:
This group is relevant if neither an origin nor a price is available for the calculation year of the selected dynamic data source.
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"Past" option:
When selected, the next closest price in the past is searched whose validity period has already expired for the calculation year.
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"Future" option:
When selected, the next closest price in the future is searched whose validity period has not yet started in the calculation year.
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"Past or future" option:
When selected, the next price in the past or future is searched whose validity period is closest to that of the calculation year.
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"Past, then future" option:
When selected, the next closest price in the past is searched. If no past price is available, the next closest price in the future is searched.
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"Future, then past" option:
When selected, the next closest price in the future is searched. If no future price is available, the next closest price in the past is searched.
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"Origin determination strategy" option:
When selected, no adjacent price in the future or past is searched. Instead, the lowest or highest price is selected according to the setting in the "Origin determination strategy" group.
"Origin Determination Strategy - No Prices/Rates" group:
This group is relevant if neither an origin nor a price is available for the calculation year of the selected dynamic data source.
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"Lowest price/rate" option:
When selected, the lowest price is searched. In the Purchased and Standard Part Assignment Dialog you can select if only one or several suppliers should be considered.
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"Highest price/rate" option:
When selected, the highest price is searched. In the Purchased and Standard Part Assignment Dialog you can select if only one or several suppliers should be considered.
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"No price/rate" option:
Select this option if neither a past or future price, nor the highest or lowest price is to be searched.
"Validity Determination Strategy - Several Prices/Rates" group:
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"Start date" option:
When selected, the price whose validity start date is closest to the calculation year is searched.
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"End date" option:
When selected, the price whose validity end date is closest to the calculation year is searched.
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"Start or end date" option:
When selected, the price whose validity start or end date is closest to the calculation year is searched.
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"Start date, then end date" option:
When selected, the price whose validity start date is closest to the calculation year is searched. If no such price exists, the price whose validity end date is closest to the calculation year is searched.
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"End date, then start date" option:
When selected, the price whose validity end date is closest to the calculation year is searched. If no such price exists, the price whose validity start date is closest to the calculation year is searched.
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"Price/rate determination strategy" option:
When selected, neither the price whose validity start date nor the price whose validity end date is closest to the calculation year is searched. Instead, the lowest or highest price is selected according to the setting in the "Price/rate determination strategy" group.
"Price/rate Determination Strategy - Several Prices/Rates" group:
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"Lowest price/rate" option:
When selected, the lowest price is searched. In the Purchased and Standard Part Assignment Dialog you can select if only one or several suppliers should be considered.
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"Highest price/rate" option:
When selected, the highest price is searched. In the Purchased and Standard Part Assignment Dialog you can select if only one or several suppliers should be considered.
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"The first price/rate" option:
When selected, the first price or rate found is selected. In the Purchased and Standard Part Assignment Dialog you can select if only one or several suppliers should be considered.
- If the checkbox activated, all prices and tariffs that have been defined more than 10 years outside the production period (>10 years before SOP and >10 years after EOP) are not considered in the calculation.This checkbox is activated by default.Note
The checkbox can also be activated or deactivated in the Project Cockpit ► Dynamic Data category ("Override system settings" needs to be active, see "Override system settings" checkbox:).
You can activate or deactivate the checkbox at the project in the current status of work and does not affect versions.
- If the checkbox is activated, only purchase part prices are considered in the calculation whose price reference dimension (usage position) is the same as the price dimension of this purchased part in the Data Administration (price row).When inserting a purchased part to the project, the unit class which the price shall be referencing to can be selected manually (e.g. "Quantity", "Area", "Mass" etc.). This way, only those purchased part prices are imputed that match the selected unit class.Example
If you select the "Mass" unit class in the "Enter Quantity" dialog at the purchased part, only those prices are used that are maintained as mass units in the Data Administration (kg, g etc.).
This checkbox is deactivated by default.NoteThe checkbox can also be activated or deactivated in the Project Cockpit ► Dynamic Data category ("Override system settings" needs to be active, see "Override system settings" checkbox:).