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Procurement plan and regulatory costs. Form elements and planning tools



Calling the form «Procurement plan and regulatory costs»

Go to the "Procurement Plan" page, select the appropriate line (active link) and open the "Procurement and standard costs" editing form:

Calling the form Form elements and planning tools - procurement plan and standard costs

Calling the form "table of procurement planning and regulatory costs" – one click with the left mouse button on the active link (the same F2).

Note that you can open the form only from the active link (underlined line).

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Editing tools in the form of "Procurement planning and standard costs tables"

The "Purchasing planning table" tab contains the same tools for price planning as in the sales plan:

Editing tool Table of procurement planning and regulatory costs


After opening the form, the "Purchasing planning table" tab is activated:


1. Title

The header contains the name of the edited material (costs) and the bookmark name.

2. Tabs

"Inventory of materials" (1), "procurement Schedule" (2) "Consumption (standard)" (3) and "table planning" (4).

3. Frame

The "price forecast" frame contains tools for price planning: seasonality, fields for reflecting annual values, buttons - "copy", "save" and "adjustments" (correlating trend).
Frame elements are applied only if you use the planning method "by yearly values" (see the next section "Planning methods").

4. Slider

Sliders or "runners" edit values of seasonality (monthly values in percent) during the annual cycle (12 months). When planning prices , the values are set from "-100" to "+100".

The slider reflects the annual cycles (12 months) of seasonality


– This button sets default values for each month: "0" - when planning prices.

You can set the values of the slider in 2 ways:

1 way: Grab and move the slider with the mouse.
2 way: Use the arrow keys. First, activate the slider (click on it with the mouse), then move the mouse cursor over the slider so that a tooltip appears (as shown in the picture).

5. Fields

Fields for annual values - 1,2 and 3 years: "prices for the beginning of the year."
Optional: Applicable only if you use the planning method "by annual values".

6. Calculation start period

Specify the period from which to start the calculations (previous periods is ignored.)
☛ Note, in the "general settings" you can forbid editing the past period.

7. Built-in table

The table shows the data that was calculated using planning tools, or entered from the keyboard (editable). Detailed information about the built-in tables, see: "Standard interfaces. Built-in table".

To further edit the table, you can use the following tools:


8. Calculate button

When you click "Calculate", you are prompted to select one of the options:

    1. Read the purchase price plan for annual values . The result is displayed in the form of editing (in the "built-in" table).
    2. Read 'Procurement Price' -interpolation of the series by trend . The result is displayed in the form of editing (in the "built-in" table).
    3. Final calculation . The result of the calculation is displayed in the table "Procurement plan and regulatory costs".


9. Clear button

When you click "Clear", the data will be "cleared". You can choose one of the options:

    1. Procurement Plan.
    2. Summary tables.


10. Menu - for adjustment of price trends

Menu item "Forecasts":
Name Value
The forecast of the price on the specified interval ... The forecast of the price - in accordance with the settings of the models
Smoothing a number of prices ... Smoothing a number of prices - in accordance with the settings of models
Save the table (1) save the values or
(2) restore the previous values


Menu item "Trend calculation parameters":

Name Value
Selecting a Moving Average Model Model type: SMA, WMA или EMA
Smoothing interval 3 - 6
Forecasting interval 1 - 3
Smoothing constant 0,1 - 1



Tab "Consumption (standard)""

Here you must select from the product list and specify consumption per unit of product as shown in the figure below:

Bookmark Consumption (standard) - select from the product list and specify consumption per unit of product


The number of decimal places for the field "consumption" is set in the general settings: from "0" to "4". The material consumption can be specified for one or more products.
The tab is available if the type of expenses is "material".


Tab "Purchase Schedule"

Here you can adjust the purchasing schedule, as shown in the figure. By default all periods (months) are set:

Tab Purchase Schedule


Tab is available only if the cost type "material".

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