Cost Containment Verification

Contents Show

The Cost Containment Verification screen is used to add or view the details of a Cost Containment Verification follow-up activity for a vendor.

A Cost Containment Verification examines whether the vendor meets competitive price standards.

The screen can be displayed in Add mode or Details mode. In Details mode, the information displayed on the screen cannot be updated, and only the Close button is enabled.

Cost Containment Verification screen (Add mode)

Cost Containment Verification screen (Details mode)

Screen Access

Screen Access

To add a Cost Containment Verification follow-up activity:

  • Display the Follow-up Activities screen > Select the Cost Containment Verification follow-up activity type > Update the Date of Activity (as necessary) > Click the OK button.

To view the details of a Cost Containment Verification follow-up activity:

  • Display the Event Log screen > Click the All sub-tab (as necessary) > Select the Cost Containment Verification follow-up activity in the tree list > Click the Details button.

If the Cost Containment Verification follow-up activity is grouped for one or more sub-tabs on the Manage Event/Follow-up Groupings screen, details may also be accessed from the following sub-tabs:

Interface Initialization

Upon initial display of the screen, the following occurs:

In Add mode:

  • The title bar text is set to "Cost Containment Verification".

  • The Vendor ID value label displays the ID number of the selected vendor.

  • The Vendor value label displays the name of the selected vendor.

  • The Peer Group value label displays the peer group to which the selected vendor is assigned.

  • The Summary group box is enabled and displays summarized totals based on the values in the Food Items data grid.

  • The Food Items data grid is enabled and displays all active Food Distribution Items.

  • The Send Letter check box is visible, enabled, and unchecked.

  • The Approve button is visible and enabled.

  • The Deny button is visible and enabled.

  • The Cancel button is visible and enabled as the default.

In Details mode:

  • The title bar text is set to "Cost Containment Verification - APPROVED" if the verification has been approved.

  • The title bar text is set to "Cost Containment Verification - DENIED" if the verification has been denied.

  • The Send Letter check box is not visible.

  • All data controls are disabled and display the previously saved values.

  • The Approve button is visible and disabled.

  • The Deny button is visible and disabled.

  • The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Cost Containment Verification screen are visible and enabled when:

Unless otherwise stated below, all controls on the Cost Containment Verification screen are visible and disabled when:

If one or more special conditions exist that affect a control on the Cost Containment Verification screen, the condition(s) are documented for that specific control below.

Vendor ID text and value label

  View the vendor ID of the selected vendor in the Vendor ID text and value label.

It is used for identification and reference purposes only. The value comes from the VendorID column of the Vendor table.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Vendor text and value label

  View the trade name of the selected vendor in the Vendor text and value label.

It is used for identification and reference purposes only. The value comes from the TradeName column of the Vendor table.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Peer Group text and value label

  View the Peer Group to which the selected vendor is assigned in the Peer Group text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Summary group box

  Complete the information in the Summary group box.

This group box displays the total number of prices used for the over peer group average. The title text of the group box is set to "Summary".

In Add mode, this group box contains summarized totals based on the values in the Food Item data grid. In Detail mode, the Food Item data grid will be disabled, but the summarized totals will be maintained for review purposes.

The following controls are included in the group box:

Total Prices text and value label

This value label displays the total number of surveyed prices at the time the activity was logged.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Over Peer Group Average group box

This group box displays a summarized view of the comparisons between food item average prices and survey prices. The title text of the group box is set to "Summary". It helps identify how well the vendor compares to their assigned Peer Group.

In Add mode, this group box contains summarized totals based on the values in the Food Item data grid. In Detail mode, the Food Item data grid will be disabled, but the summarized totals will be maintained for review purposes.

The following controls are included in the group box:

Number text and value label

This value label displays the total number of surveyed prices at the time the activity was logged.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Percent text and value label

This value label displays the total number of surveyed prices at the time the activity was logged.

The information displayed is read-only. The value label displays in the inverse color of the screen.

Food Items data grid

  View the information in the Food Items data grid.

This data grid displays all active Food Distribution Items, providing details to compare the Peer Group's average price with the vendor's most recent surveyed price. In Detail mode, this data grid will not contain any data.

The data grid consists of the following control(s):

Description column

This column displays the description of each record displayed within the data grid.

The title of the column is set to "Description". The information displayed within the column is read-only. The column header and the data within the column are left aligned.

Average Price column

This column displays the calculated peer group average price for each food item record displayed within the data grid. The value displays in "$###.##" format.

The title of the column is set to "Average Price". The information displayed within the column is read-only.

Survey Price column

This column displays the vendor's most recent surveyed price for each food item record displayed within the data grid. The value is displayed in $###.## format.

The title of the column is set to "Survey Price". The information displayed within the column is read-only.

(+/-)% column

This column displays the percentage comparing the Peer Group average price with the vendor's surveyed price and indicates if the surveyed price is greater or less than the Peer Group average for each food item record displayed within the data grid.

The title of the column is set to "(+/-)%". The information displayed within the column is read-only.

Send Letter check box

  Select the Send Letter check box to indicate the Letter Sent screen should display when the screen is processed.

The control is not visible when:

Approve button

  Click the Approve button to approve the vendor as having competitive prices.

It does not have a mnemonic.

A Cost Containment Verification follow-up activity with the word "APPROVED" is added along with the date the activity was recorded on the Event Log screen. The system refreshes the Vendor Events tree list on the Event Log tab of the Vendor Folder with the new information. The summarized statistics will be saved to the Cost Containment table.

The Event Log screen refreshes and displays when clicked, and a Cost Containment Verification follow-up activity is added to the tree list and selected as the default. The system adds a record to the FollowUpActivity table for the Cost Containment Verification follow-up activity.

Deny button

  Click the Deny button to deny the vendor based on the Price analysis.

It does not have a mnemonic.

A Cost Containment Verification follow-up activity with the word "DENIED" is added along with the date the activity was recorded on the Event Log screen. The system refreshes the Vendor Events tree list on the Event Log tab of the Vendor Folder with the new information. The summarized statistics will be saved to the Cost Containment table.

The Event Log screen refreshes and displays when clicked, and a Cost Containment Verification follow-up activity is added to the tree list and selected as the default. The system adds a record to the FollowUpActivity table for the Cost Containment Verification follow-up activity.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

The control is visible and enabled when:

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Event Log screen of the Vendor Folder displays when the button is clicked.

Close button

Click the Close button to close the screen.

The control is visible and enabled when:

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Event Log screen of the Vendor Folder displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

If no data can be validated and saved on the screen:

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label

Control Type

Table. Column

Notes

Vendor ID

value label

Vendor. VendorID

·

Vendor

value label

Vendor. TradeName

·

Peer Group

value label

PeerGroup. Description

·

Total Prices

value label

CostContainment. NumberOfPrices

·

Number

value label

CostContainment. NumberOverAverage

·

Percent

value label

·

·

Food Items

data grid label

·

·

Description

data grid column

v_CostContainmentFoodItems. Description

·

Average Price

data grid column

v_CostContainmentFoodItems. Average

·

Survey Prices

data grid column

v_CostContainmentFoodItems. SurveyPrice

·

(+/-)%

data grid column

·

Percent differences.

|

Vendor