| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 7.1 | Update 1 | AWARD::MAGNI | EWIS - APPIX/FMAP in MSO2 | Wed Sep 09 1992 14:07 | 145 |
| 03-Jul-1992 01:44pm
TPAS
INFO UPDATE #1
General Objective:
To provide on-going information on the technical components of the Transfer
Pricing Administration System Project, TPAS.
Objective of this Update:
To provide information regarding: project, project's organization, technical
communications strategy and location of key documents, the project's key
deliverables timetable, and upcoming requests or activity.
Brief Project Description:
The TPAS project was initiated to bring consistency to Digital's Intercompany
Transfer Pricing by providing a common source of transfer pricing data
and transfer pricing rules to sites worldwide. TPAS should reduce the
time, adminstrivia and effort associated with making software changes to many
dispersed appplications with embedded transfer logic whenever a change is made
in the transfer pricing rules. As a result of this project, Corporate Tax can
essentially change pricing rules overnight.
The system allows transfer pricing changes to be driven by changes to a
pricing and discount table maintained by Corporate Tax personnel. Pricing
logic embedded in a client/server routine and used locally against an APPIX
extract file would return to the calling local program, the transfer price
as well as a number of variables used in its derivation. In the case
where a standard cost was required but was not available on the local APPIX
extract, the module would reference the site's local parts file for a
standard cost.
A set of exception tables and the software to maintain them locally would be
provided to the sites to handle those situations in which an entry to the
discount or pricing tables were missing.
Notification would be automatically made to either Manfacturing Cost Accounting
or Corporate Tax, as appropriate, whenever reference was made to a site's local
standard cost or an update made to an exception table.
A stockoom/plant table, distributed with the discount and pricing tables,
would be referenced during transfer price calculation to ensure that only
authorized sites and stockrooms had access to the transfer pricing module.
The transfer pricing calculation module (both client and server) would be
available in VMS installing kit format as would the APPIX nightly extract
process, AMPS2. Additionally, remote inquiry would be provided back to
the centrally maintained files.
Project Organization:
A Client steering committee, chaired by Eamonn Fahy, wrote the Functional
Specification and oversaw its publication. This body is responsible for the
implementation of TPAS on an enterprise-wide scale.
Enterprise Project Coordination is provided by Margaret Rosene from the
Corporate Manufacturing & Logistics IM&T Organization. John Firmani is providing
Corporate Tax IM&T project leadership in developing the transaction system
software for the TPAS Tax tables. Lois Magni is providing
technical leadership in the development of the TPAS tables and
the transfer pricing calculation and inquiry modules. Area coordination is
provided in Europe by Miller Donaldson;GIA by a coordinator to be announced.
Within each of the phase one implementation sites, a project team has been
established;each comprised of appropriate finance, export, business and IM&T
personnel.
Technical Communications Strategy
Several communication vehicles have been established. Project schedules
will be coordinated by each Area Coordinator and a master schedule
maintained by Margaret Rosene. Business communications will be handled
through Eamonn Fahy. Technical communications will be handled through
either electronic-mail to project leaders and area coordinators or an
informational update, such as this one.
A public area has been set up: AWARD::TPAS$PUBLIC This area currently contains
both postscript and text documents relavent to a graphic system overview, the
functional specification, the preliminary analysis, and the functional design.
In addition, a public notes conference has been established to encourage not
only the dissimination of project information, but to provide a forum for the
project team members to share information among themselves. This notes file is
public. Add the conference to your notes by adding an AWARD::TPAS entry.
Project Deliverables:
The project plan is in the process of being put together based on input
from Corporate Tax IM&T, Corporate Manufacturing & Logistics, and the local
project teams working through their area coordinators. However, the key
deliverables include:
Corporate Tax: Transaction System to create pricing and discount tables
Corporate Manufacturing & Logistics IM&T: Transfer Pricing Calculation Module,
Pricing and Discount and Plant Mnemonic/Stockroom table warehousing and
distribution. Software for updating local exceptions tables.
Target delivery dates
Logic module with dummy pricing tables End July.
Warehouse environment for TPAS tables End August
Exception Table Update Subsystem End August
Remote Inquiry October
Local Project Teams: installation of TPAS install kit, modification of
appropriate applications to incorporate TPAS pricing logic calls.
Application Modification: August - September
Alpha Test (selected sites) TBD, goal = August
Full Site Testing TBD, goal = September
Implementation October
These dates are tentative until we have been able to work with all the
sites and understand their development, implementation, and testing
strategies. It is worth emphasizing that this is a collaborative project
and that we will all learn from one another. Suggestions and comments are
indeed welcome.
Next Communication
We will send another update at the end of next week. This update will include
more specific design information and information regarding the stockroom tables.
Please let us know what issues you would like to have addressed in the
forthcoming update.
In the meantime
We would like to encourage the IM&T teams to pull a copy of the Functional
Design and System Overview document from AWARD::TPAS$PUBLIC. We believe these
documents will be extremely helpful in assessing the work involved in modifying
local applications to support TPAS processing.
Finally, we will be sending out stockroom table print files to the
implementation team in the coming week, requesting assistance in their
correction.
|
| 7.2 | Update 2 - 11 Aug 92 | AWARD::MAGNI | EWIS - APPIX/FMAP in MSO2 | Wed Sep 09 1992 14:08 | 158 |
| +---------------------------+ TM
| | | | | | | |
| d | i | g | i | t | a | l |
| | | | | | | |
+---------------------------+
To: TPAS Users Date: 11-AUG-1992
From: Supply Group /Part & Product Reference
Dept: Worldwide Manufacturing & Logistics
IM&T
Ext: 223-9859
Enet: AWARD::BIGWOOD
Loc/Mail Stop: MS02-2/A19
Subject: TPAS Public Area and NOTES File - TPAS Update #2
We have received several requests for quick refreshers on how to access
the areas set up for TPAS communications. Section #1 below addresses
the use of the TPAS Public Area. Section #2 below addresses the use of
the TPAS NOTES File.
Section #1 - TPAS Public Area
-----------------------------
To do a directory of the TPAS Public area, type :
$ DIR AWARD::TPAS$PUBLIC:*.*
This area contains all TPAS specifications and other related documentation
files in text and postscript format. Currently it contains the following
files :
FUNC-DESIGN.PS;1 FUNC-DESIGN.TXT;1 FUNC-SPEC-ADDENDUM.PS;1
FUNC-SPEC.TXT;2 OVERVIEW.PS;2 PRELIM-ANALYSIS.PS;1
To obtain the files, log into your own VAX account and type one of the
following commands at the DCL prompt subsituting 'file_name.ext' for
the actual filename that you want:
$ COPY AWARD::TPAS$PUBLIC:file_name.ext *.*
or
$ SPOOL COPY AWARD:TPAS$PUBLIC:file_name.ext *.*
The SPOOL command works in batch so that your terminal is not tied up.
Your local system must have FTSV installed to use it.
Example :
$ COPY AWARD::THE_BEAR:[TPAS$PUBLIC]FUNC-DESIGN.PS *.*
Section #2 - TPAS NOTES File
----------------------------
The NOTES file contains topics relating to NOTES files in general and the
TPAS Project, such as VAX Notes Overview, News Updates, Business Issues,
Feedback on the TPAS Functional and Physical Design, Introduce your
organization/site and personnel, and Layered Software used in TPAS development.
The following is a summary of commands to use when accessing the TPAS NOTES
Conference. For more information on VAX Notes, read note #4, VAX Notes
Overview, in the TPAS Notes File.
1) To invoke VAX Notes, type :
$ NOTES
2) To get help on VAX Notes commands, type :
NOTES> HELP
To exit help, press the CTRL and Z keys on the keyboard at the same
time.
3) To add the TPAS conference to your notebook, type :
NOTES> ADD ENTRY AWARD::TPAS
4) To open the TPAS conference, type :
NOTES> OPEN TPAS
5) To see a listing/directory of all topics in the conference, type :
NOTES> DIR
To see next screen full of topics in the conference, press RETURN.
To include replies, as well as topics, in the listing, type :
NOTES> DIR *.*
6) To set up EVE, the default VAX Notes editor, with the EDT-style keypad,
type :
NOTES> SET PROFILE/EDITOR=EDT
7) To read a specfic topic or reply, type the number at the NOTES prompt.
For example, to read the sixth topic, type :
NOTES> 6
To read the third reply to topic six, type :
NOTES> 6.3
8) To start a discussion on a new topic, type :
NOTES> WRITE
When you are finished typing the text of your topic, do the following :
Press F10 or CTRL/Z to add your note : Press CTRL and Z keys at the same time
Enter a title for your note :
Your note is complete. Proceed to write it ? (Y/N) Y and press RETURN key
9) To add a reply to the current topic that you are reading, type :
NOTES> REPLY
When you are finished typing the text of your reply, do the following :
Press F10 or CTRL/Z to add your note : Press CTRL and Z keys at the same time
Enter a title for your reply :
Your reply is complete. Proceed to write it ? (Y/N) Y and press RETURN key
10) To mail a topic and its replies to your mail account, do the following :
NOTES> Type number of topic or topic.* to send topic and all its replies.
(i.e. You must be reading note to mail it.)
Examples: 8 (for topic #8)
8.* (for topic #8 plus all its replies)
NOTES> FORWARD/EDIT
Send to : Enter your VAXmail address or VMS to ALL-IN-1 command
Example of SEND TO : AYRPLN::ROSENE (VAXmail)
MTS$"MSO::MARGARET ROSENE" (VMS to ALL-IN-1)
CC: Enter mail address of person(s) to whom you want to send the note
Subject : Press RETURN key to get default subject which is listed on
the screen after "CC:" or type in a subject and press RETURN.
You will see a split screen with the topic note at the bottom of the screen
and a blank space with "[End of buffer]" at the top of the screen. After
typing your message, press CTRL and Z keys at the same time. Then
type "Y" to the prompt, "Your message is complete. Proceed to send it?"
11) To exit from a conference, type :
NOTES> CLOSE
To exit from the notebook, type :
NOTES> EXIT
|
| 7.3 | Update 4 - 24 Aug 92 | AWARD::MAGNI | EWIS - APPIX/FMAP in MSO2 | Wed Sep 09 1992 14:09 | 56 |
| +---------------------------+ TM
| | | | | | | |
| d | i | g | i | t | a | l |
| | | | | | | |
+---------------------------+
To: TPAS USERS Date: 24-AUG 1992
From: Part and Product Reference
Dept: Worldwide Manufacturing and
Logistics IM&T
Ext: 223-9859
Enet: AWARD::BIGWOOD
Loc/Mail Stop: MS02-2/A19
Subject: TPAS Update #3 - Status of sites with AMP2 and/or PPCS
The following sites have not sent in their registration form for
AMP2 or PPCS :
TPAS IMPLEMENTATION SITES:
AMP2
REGION SITE USER (Y/N)
------ ----- ---------
Europe
GAO Galway N
ILO Galway (Mervue) N
GIA
ZGO Singapore N
TAO Taiwan N
HKO Hong Kong N
SZN Shenzen, PRC N
DEK Seoul, Korea N
MEX Mexico N
PCM Brazil (exports only) N
SNA Australia N
PAS Parts and Supply (HKO) N
JPC Japan Procurement Center N
US
HLO Hudson N
The APPIX Registration Form was included in my 21-JUL-1992 memo that
I sent to you. If you do not have the memo, the Registration Form
can also be extracted from Note #14 in the TPAS Notes File. If you are the
TPAS IMT person at one of the above sites, please complete the form and
return it to ACADMY::QCA_ADMIN as soon as possible.
There is no direct charge to your cost center for the AMP2 or PPCS products.
Please contact me at DTN 223-9859 or AWARD::BIGWOOD, if you have any
issues of concerns on the installation of AMP2 or PPCS.
|
| 7.4 | Update 4 - 4 Sep 92 | AWARD::MAGNI | EWIS - APPIX/FMAP in MSO2 | Wed Sep 09 1992 14:09 | 446 |
| +---------------------------+ TM
| | | | | | | |
| d | i | g | i | t | a | l |
| | | | | | | |
+---------------------------+
To: TPAS sites Date: 04-SEP-1992
From: Part & Product Reference
Dept: World-wide Manufacturing & Logistics
IM&T
Ext: 223-9859
Enet: AWARD::BIGWOOD (Mary Anne)
Loc/Mail Stop: MS02-2/A19
Subject: TPAS Update #4 - TPAS Program Logic based on Business Rules
Purpose of memo
---------------
The purpose of this memo is to explain the TPAS Business Rules, the order
that they are used in, and how they are applied in the Logic Module. It is
important that each site understand what the rules are and how they are
used in the TPAS System before site testing begins.
If you have any questions or concerns regarding the logic, please contact
me at DTN 223-9859 or send mail to AWARD::BIGWOOD.
TPAS Database Search Criteria
-----------------------------
o TPAS Database Search Criteria is in Attachment #1 of this memo.
Keep this document for future reference.
o The TPAS Database Search Criteria document can also be found in the
TPAS Public Area in both ascii text and postscript format. See
Attachment #2 of this memo for instructions on how to retrieve a copy
of this document from the TPAS Public Area.
Key to reading the tables in Attachment #1 of this memo :
----------------------------------------------------------
Exact Match = field value in a record in the appropriate table
must match exactly the field value for which the
program is searching
*** Match = "wild card match"; field to be matched is three (3)
characters and the program will accept any valid
value for this field as a match
** Match = "wild card match"; field to be matched is two (2)
characters and the program will accept any valid
value for this field as a match
=<Today = the date field value in a record in the appropriate
table must be equal to or less than the date that
the program is doing the search
>Today or
Null = the date field value in a record in the appropriate
table must be blank or greater than the date that
the program is doing the search
--> = column header line with field names
Pricing Table Rules
-------------------
Each rule represents conditions that must be met in order to match the
inputted part number and its related data field values with a record
in the table being searched.
If all conditions of a rule currently being used by the program logic
are not met, the program uses the next rule listed in the priority
sequence as the search criteria. The program continues searching until
a match is found.
Rule #1 conditions :
a) same part number (2-5-2) as the inputted part number AND
b) effectivity date less than or equal to the date that
the program is doing the search AND
c) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #2 conditions :
a) same part class (first 2 characters of 2-5-2 format) as
inputted part number AND
b) same part type as part type of inputted part number AND
c) effectivity date less than or equal to the date that
the program is doing the search AND
d) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #3 conditions :
a) same part class as inputted part number AND
b) any valid part type value for the inputted part number AND
c) effectivity date less than or equal to the date that
the program is doing the search AND
d) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #4 conditions :
a) any valid part class value for the inputted part number AND
b) same part type as part type of inputted part number AND
c) effectivity date less than or equal to the date that
the program is doing the search AND
d) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #5 conditions :
a) any valid part class value for the inputted part number AND
b) any valid part type value for the inputted part number AND
c) effectivity date less than or equal to the date that
the program is doing the search AND
d) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #6 conditions :
If a record match is not found in the TPAS Pricing Table using
the above listed five rules, then the program will search the
TPAS Excluded Pricing Table at the site using the same five
rules. If a match is still not found, an error message will be
returned. When a match is found, the Calc MLP Multiplier (CMM)
and the Part Type Indicator are returned and used to calculate
the transfer price. The program then goes to the Discount Table.
Discount Table Rules
--------------------
Rule #1 conditions :
a) same part number (2-5-2) as the inputted part number AND
b) any valid 'transfer area from' value based on 'ship from' stockroom
for inputted part AND
c) any valid 'transfer area to' value based on 'ship to' stockroom
for inputted part AND
d) effectivity date less than or equal to the date that
the program is doing the search AND
e) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #2 conditions :
a) same part number (2-5-2) as the inputted part number AND
b) same 'transfer area from' value as inputted part AND
c) same 'transfer area to' value as inputted part AND
d) effectivity date less than or equal to the date that
the program is doing the search AND
e) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #3 conditions :
a) same part number (2-5-2) as the inputted part number AND
b) same 'transfer area from' value as inputted part AND
c) any valid 'transfer area to' value based on 'ship to' stockroom
for inputted part AND
d) effectivity date less than or equal to the date that
the program is doing the search AND
e) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #4 conditions :
a) same part number (2-5-2) as the inputted part number AND
b) any valid 'transfer area from' value based on 'ship from' stockroom
for inputted part AND
c) same 'transfer area to' value as inputted part AND
d) effectivity date less than or equal to the date that
the program is doing the search AND
e) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #5 conditions :
a) same part class as inputted part number AND
b) same part type as inputted part number AND
c) same 'transfer area from' value as inputted part AND
d) same 'transfer area to' value as inputted part AND
e) effectivity date less than or equal to the date that
the program is doing the search AND
f) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #6 conditions :
a) same part class as inputted part number AND
b) any valid part type value AND
c) same 'transfer area from' value as inputted part AND
d) same 'transfer area to' value as inputted part AND
e) effectivity date less than or equal to the date that
the program is doing the search AND
f) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #7 conditions :
a) any valid part class AND
b) same part type as inputted part number AND
c) same 'transfer area from' value as inputted part AND
d) same 'transfer area to' value as inputted part AND
e) effectivity date less than or equal to the date that
the program is doing the search AND
f) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #8 conditions :
a) any valid part class AND
b) any valid part type value AND
c) same 'transfer area from' value as inputted part AND
d) same 'transfer area to' value as inputted part AND
e) effectivity date less than or equal to the date that
the program is doing the search AND
f) effectivity end date is greater than the date that the
program is doing the search OR is blank
Rule #9 conditions :
If a record match is not found in the TPAS Discount Table using
the above listed eight rules, then the program will search
the TPAS Excluded Discount Table at the site using the same
eight rules. If a match is still not found, an error message
will be returned. When a match is found, the standard cost uplift
and MLP discount percent will be returned and used to calculate
the transfer price.
ATTACHMENT #1 :
1 TPAS Database Search Criteria
The TPAS database will contain discount, pricing and transfer
area data. The former two are used to calculate the trans-
fer price and will be found in the database via the following
criteria.
1.1 Pricing Data
The pricing data, which gives the Transfer Pricing Code and MLP
Calculation Factor, will be obtained by searching the database
in the following order:
Table_1:_PRICING_TABLE_LOOKUP_-_BUSINESS_RULES_-_ORDERED_______
EFCTVY END
--> ___________PART_NUMBER_____________EFCTVY_DATE______DATE_______
Priority
1. Exact Match =< Today > Today or
Null
_______________________________________________________________
--> PART_CLASS_______PART_TYPE_____________________________________
2. exact match exact match =< Today > Today or
Null
3. exact match *** match =< Today > Today or
Null
4. ** match exact match =< Today > Today or
Null
5. ** match *** match =< Today > Today or
____________________________________________________Null_______
1
1.2 Discount Data
The discount data, which gives the Standard Cost Uplift and MLP
Discount Percent, will be obtained by searching the database in
the following order:
Table_2:_DISCOUNT_TABLE_LOOKUP_-_BUSINESS_RULES_-_ORDERED______
TRANSFER TRANSFER EFCTVY
AREA AREA EFCTVY END
--> _____PART_NUMBER_______FROM_______TO________DATE________DATE_
Priority
1. Exact Match *** Match *** Match =< Today >
Today
or
Null
2. Exact Match Exact Exact =< Today >
Match Match Today
or
Null
3. Exact Match Exact *** Match =< Today >
Match Today
or
Null
4. Exact Match *** Match Exact =< Today >
Match Today
or
Null
2
Table 2 (Cont.): DISCOUNT TABLE LOOKUP - BUSINESS RULES -
_______________________________________________________________
TRANSFER TRANSFER EFCTVY
PART AREA AREA EFCTVY END
--> CLASS______PART_TYPE___FROM_______TO________DATE_______DATE__
Priority
5. Exact Exact Exact Exact =< Today >
Match Match Match Match Today
or
Null
6. Exact *** Match Exact Exact =< Today >
Match Match Match Today
or
Null
7. ** Match Exact Exact Exact =< Today >
Match Match Match Today
or
Null
8. ** Match *** Match Exact Exact =< Today >
Match Match Today
or
__________________________________________________________Null_
3
ATTACHMENT #2
Retrieving TPAS Database Search Criteria
Document from the TPAS Public Area
-----------------------------------------
The filenames are as follows :
TPAS_DB_SEARCH_BUSINESS_RULES.PS (postscript format; 1 page)
TPAS_DB_SEARCH_BUSINESS_RULES.TXT (ascii text format; 3 pages)
To obtain the files, log into your own VAX account and type one of the
following commands at the DCL prompt subsituting 'file_name.ext' for
the actual filename that you want:
$ COPY AWARD::TPAS$PUBLIC:file_name.ext *.*
or
$ SPOOL COPY AWARD::TPAS$PUBLIC:file_name.ext *.*
The SPOOL command works in batch so that your terminal is not tied up.
Your local system must have FTSV installed to use it.
Example :
$ SPOOL COPY AWARD::TPAS$PUBLIC:TPAS_DB_SEARCH_BUSINESS_RULES.PS *.*
|
| 7.5 | TPAS I get Honarable Mention in IM&T Acheivement Awards | AWARD::MAGNI | IM&T - 223-9837 | Mon Dec 13 1993 08:09 | 91 |
|
From: NAME: LUISA GARCIA @MSO
FUNC: IM&T/HRD PROGRAMS
TEL: MSO2-2/E8 DTN 223-8759 <GARCIA.LUISA AT A1 at POWDML at PKO>
Date: 06-Dec-1993
Posted-date: 06-Dec-1993
Precedence: 1
Subject: I/A: Congratulations!
To: Margaret Rosene @MSO
CC: BRITT HED @MSO
The IM&T Achievement Awards Committee is pleased to inform you that your
submission -- "Transfer Pricing Administration System"-- was selected for an
"Honorable Mention" IM&T Achievement Award for 1993. Your project placed
fifth in a field of 18 entries.
Our congratulations to the principal contributors to this project and their
respective organizations.
The Awards:
Each of the organizations will be presented with a plaque and each team
member will receive a framed certificate. These will be sent sometime next
month to the IM&T MC sponsor who will make the presentations at a date
convenient to all.
Publicity:
Announcements will be sent to LIVEWIRE (Worldwide); a condensed version of
the submission will be placed in the IM&T VTX infobase; a special 'awards'
issue of the newsletter "IM&T Directions" will be published next month. You
are also encouraged to publicize the achievement among your organization and
geographies so that others may benefit from your experiences.
Again, congratulations for an outstanding achievement for Information
Management and Technology.
Regards,
The IM&T AWARDS PROGRAM COMMITTEE
P.S. Attached for your information is a complete list of winners.
The 1993 "WINNERS" of the IM&T ACHIEVEMENT AWARDS PROGRAM
"WINNER WITH DISTINCTION"
"FAST MPS"
----------
Submitted by: Tim Barrett, ESSC Nijmegen
for Organization: European IM&T, IMS Group
"WINNERS"
European Operations Service Centre Program (OSC)
------------------------------------------------
Submitted by: Hari Singh @REO
for Organization: European I.T. Operations
License Management & International Technology Screening Systems
(LIMITS)
---------------------------------------------------------------
Submitted by: Jos Schreurs & Paul Thijssen
for Organization: ESSC IM&T, Nijmegen
"HONORABLE MENTION"
BISEkit (Belgium and Luxemburg IM&T Standard Environment kit)
----------------------------------------------
Submitted by: Willem Van laer
for Organization: IM&T Benelux
Transfer Pricing Administration System (TPAS I)
-----------------------------------------------
Submitted by: Margaret Rosene
for Organization: WW Mfg & Logistics, Part & Product Reference IM&T
DECnam and DECnam Metrics
-------------------------
Submitted by: Donna Pearson
for Organization: Telecomm. Service & Strategy Management
Corporate Telecommunications
---
|