5.Working with AIS POZ

The work on the formation of the POZ consists of the following processes:

formation of NSI

receipt of NSI from the consolidating organization

maintaining a list of subordinate organizations

transfer of reference data to subordinate organizations

formation of your own procurement forecast

collection of forecasts from subordinate organizations

formation of a consolidated forecast of purchases

transmission of the consolidated forecast to the consolidating organization

Initially, AIS POZ does not contain any directories and electronic documents. They are delivered from the consolidating organization on a magnetic carrier or by e-mail in the form of files "NSI_xxx.XML", where xxx is the name of your organization.

Before you start generating the next procurement forecast, you need to import the reference data into the system, for this, follow the next sequence of steps.

At the stage of Installing AIS POZ, the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import was created

If you receive a reference data on a magnetic medium, copy the file “NSI_xxx.XML” to the C: \\ Program Files \\ POZ \\ Forecast \\ Import directory.

If the NSI comes by e-mail, unpack the archive attached to the letter and save the NSI file in the C: \\ Program Files \\ POZ \\ Forecast \\ Import directory.

If automatic message reception is enabled, the system checks incoming messages at regular intervals specified in the Transport module settings. If the system finds an incoming message in the message queue, the system will automatically copy and unzip the data to the directory specified in the settings (by default C: \\ Program Files \\ POZ \\ Forecast \\ Import).

Note: The directories C: \\ Program Files \\ POZ \\ Forecast \\ Import and C: \\ Program Files \\ POZ \\ Forecast \\ Export are created automatically when installing the program. To change the path to the directory, press the button opposite the settings of the "Transport" tab, "Path for sending" or "Path for receiving" and select a new path to the directory.

Execute Main menu: Forecast / Receiving reference data.Place the cursor on the NSI file. Click the button Open.

The system will issue the following warning:

“Received by NSI from“ Name of the Consolidating Organization ”for“ Name of Your Organization ”. Attention! When reloading the reference data, the previous data may be lost! Download?"

Once again, carefully check if the correct file is selected and click the "Yes" button.

Attention! If you re-import the NSI file into the system, which was already used to generate the Forecast, then all the data you entered into this forecast: the list of subordinate organizations in the "Categories and recipients" directory, your own forecast and forecasts from subordinate organizations will be destroyed!

Attention! Loading the reference data can take a significant amount of time. The duration of this operation depends on the speed of your computer.

After successfully loading data:

in field "Current forecast" the name of the purchase forecast should appear

all other directories: "Types of products", "Units of measurement", "Conversion factors", "Documentation" and other reference books participating in the mailing, for a newly generated forecast must be filled in.

5.1 Filtering Forecast Data

AIS POZ provides the ability to filter forecast data to speed up the search, input and viewing of the necessary information. In this case, you must go to the "Forecast" tab. The system allows filtering data in two ways:

Figure 14

Figure 15

In either case, the system allows you to select only those data that meet the specified conditions (for example, Only lines with comments - only lines with a "Comment" field will be displayed in the screen form).

5.2 Finding Data

The system allows you to quickly find and go to the required forecast line. To do this, enter the code or product name in the "Search" field and click the "Search" button (see Figure 16).

Figure 16

5.3. Maintaining a list of subordinate organizations

5.3.1 Adding a subordinate organization to the directory

To add a new subordinate organization to the directory, follow these steps.

Go to bookmark "Reference books", and select the directory as the current directory "Categories and recipients".

After receiving the NSI in this directory, there is one element - your organization.

Select your organization with the cursor in the left area of \u200b\u200bthe screen and press the right mouse button or click the button on the toolbar:

"Add item" (see Figure 17).

Figure 17

The "Budget Recipient" window appears.

Enter in the "Name" field (see Figure 18) the name of the subordinate organization, and in the "E-Mail" field - its e-mail address (if available). Click the button "OK".

Figure 18

The new subordinate organization will appear in the table on the right side of the screen. You can edit or delete it if necessary.

If necessary, you can move a reference item through the list of items. To do this, select an element of the directory with the cursor, and using the buttons and move it to the desired location.

In a similar way, you should set the e-mail of your organization.

In the same way, you can create a category of recipients (line "Add group").

More details about working with reference books can be found in the operational documents “AIS POZ. User's manual".

5.3.2 Editing organization data

To edit the name and / or "E-Mail" of the subordinate organization in the directory, follow these steps.

Select the required organization with the cursor in the right area of \u200b\u200bthe directory screen and call the pop-up menu (Figure 19) using the right mouse button.

Figure 19

From the pop-up menu, select the line "Edit".

In the "Budget recipient" window that opens, specify the new data and click the button "OK".(See Figure 18)

Information about the subordinate organization will be changed.

5.4. Transfer of master data to subordinate organizations

Regulatory reference information (NSI) is transferred to the subordinate organization in the form of a file “NSI_name of the subordinate organization.xml” on a magnetic medium (diskette, CD, ZIP) or by e-mail.

The appropriate system settings must be made in advance. ( See item 4 of this manual).

To generate NSI files for sending to subordinate organizations, do the following.

Sending data on magnetic media

On the "Prediction Panel", in the field "Current forecast" install one Forecast, NSI for which you want to export.
Execute
« Shift» and « Ctrl» and press the button "OK". (See Figure 20) The program exports the reference data to the file reference data_recipient_name.xml, to the directory specified in the system settings. ( See item 4 of this manual).

Figure 20

Make sure that all files to be sent have the correct names and are located in the required directory.

Record the files on magnetic media and arrange for their delivery to the appropriate organizations.

Sending data by email

Make sure the box "Current forecast"on the "Forecast Panel" is set Forecast, NSI for which you want to export.
Execute Main menu: Forecast / Send reference data... The program will open the "Select recipient" window with a list of your subordinate organizations.
Mark one or more recipients using the keys « Shift» and « Ctrl» and press the button "OK". The program will open the "Save As" window with a list of files prepared for sending.
If you are using Microsoft Office Outlook, the system will issue a warning to Microsoft Office Outlook that the program is trying to send a message on your behalf, indicate the recipient of the message and the subject of the message, and request confirmation of sending the message. Confirm sending the message by clicking on the "Send" button.

Attention! When sending the NSI by e-mail, the user can specify a message attached to the mailing list (for example: Sent by the NSI to develop a forecast of purchases of products for 2007)

The system will show the sending protocol, which will indicate the sending method - "E-mail". If sending data was successful, then in the tab Result. It will be indicatedwhat is sending to selected recipients "Completed successfully."If there are any problems with sending, there will be corresponding messages. Click the button Close and OK.

Attention! Mail delivery to recipients is provided by means of Microsoft Outlook or Microsoft Outlook Express. There may be situations when the mail will not be delivered to the recipient, for example, if the recipient's address is entered incorrectly, if the e-mail fails, etc. After sending the data by e-mail, make sure that in the Microsoft Outlook or Microsoft Outlook Express system you have created and sent to the appropriate addresses letters with the files of reference data.

Log into the e-mail sending system you are using and make sure that emails are generated and sent to all recipients you choose.

For example, in the system Microsoft Outlookletters should be formed, each of which contains the address of your organization as the outgoing address, and the address of the corresponding organization as the recipient's address. All these letters will have the same subject: "AIS POZ data". Each letter will include an archive file named "NSI_" Recipient's name ".zip":

Figure 21

Check again if the recipient addresses were entered correctly.

If you use e-mail programs other than those listed above, it is recommended to select in the system settings the method of transferring information using a "file". Save the NSI to the directory (by default C: \\ Programm Files \\ POZ \\ Forecas \\ Import), after that you can send the saved file by e-mail. In the program you are using, create a new email, attach the saved file to it and send to the required address.

Sending R&D data using paper carriers in the form of a printed blank forecast data entry form for all types of products.

Execute Main menu: Forecast / Blank... The program will open the "Blanking parameters" window (see Figure 22).
Select the types of products to be included in the forecast
Select the report format from the drop-down list.

Figure 22

Click the button "Show" to view the prepared blanks. You can scroll through it, view it at various scales and print.

To print a blank print, click the "Print" icon on the toolbar.

Arrange the transfer of printed forms to subordinate organizations.

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

5.5. Formation of your own purchase forecast

The projected volumes of purchases are indicated in the system in value and natural units of measurement for certain types of products for the past, current and forecast years.

To form Forecast for the organization in question, follow these steps.

Attention! It is impossible to enter data into the forecast window if the "Summary forecast" is selected, since in this case the entered data will be lost when generating the Summary forecast.

Select from the list "Types of products" in the left area of \u200b\u200bthe screen, a subgroup for whose elements you need to enter data Forecast... The elements of this subgroup will appear on the screen in the right area of \u200b\u200bthe screen, intended for viewing, entering or editing the data of a particular forecast. The upper right screen form is intended for viewing the forecast data of a particular forecast, the lower right screen form is intended for filling in the forecast data of a particular forecast.

Figure 23

In the upper right part of the screen, select the type of product for which you want to enter forecast data.

Enter the data in value and natural terms for the past, current and projected years for the selected type of product in the lower right part of the screen form. At the same time, data for the forecast year (by type of product) are entered in the columns according to the Substantiation Methods (Norm, Indexation, Plan, Formula, Other), and then these amounts are automatically reflected in the "Total" column.

When filling in one of the indicators ("Amount" or "Quantity"), the remaining unfilled indicator turns blue (ie indicates a mandatory field. See Figure 24).

Figure 24

Figure 25

Enter the forecast data for the line "Other" in the lower right part of the display form.

The "Price" field in the lower right part of the screen form will be calculated automatically.

For forecast data, you must enter the justification, comment and select the justification method in the appropriate fields (see Figure 23).

Attention! In the lower right area of \u200b\u200bthe screen for product types, the program displays data on price tolerances (see Figure 23).

If the price obtained by entering value and natural indicators does not fall within the price range, then in this case the red color will light up.

All indicators of the Forecast can be adjusted at any time. To correct incorrect data, double-click on the edited field and change its value.

Attention! The program performs automatic data validation when generating a consolidated forecast and sending data to other organizations. The program checks:

Completeness of setting indicators. For example, if the product has a natural and value measurement, and only one of the two values \u200b\u200bis indicated, the system diagnoses an error;

If, when entering data, the value of the summary line is less than the sum of the values \u200b\u200bincluded in this line of product types, the system diagnoses an error.

To forcibly check the forecast, run Main menu: Forecast / Control_data... The program will check the forecast data and display a report on the results of the check. You can save the report by clicking the button in the report viewer "Save report"... If you do not want to save the control report after viewing, click the button “ OK".

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

5.6. Obtaining procurement forecasts from subordinate organizations

Forecasts purchases from subordinate organizations are received by e-mail or on magnetic media (floppy disk, CD, ZIP) in the form of files "Forecast_xxx.XML", where xxx is the name of the subordinate organization. In order to import Forecasts from subordinate organizations to the system, follow the sequence of steps below.

At the stage of installing AIS POZ, the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import was created

If the files were received on magnetic media, then copy the files with the names “Forecast_xxx.XML” received from the subordinate organizations to the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import

If the files were received by e-mail in an archived form, then unzip them and copy them to the C: \\ Program Files \\ POZ \\ Forecast \\ Import directory

Execute Main menu: Forecast / Get Forecast... While holding down the Shift key on your computer keyboard, select the required files named “Predict_xxx.XML” and click "Open"... The system will issue a warning “We have received a forecast from a subordinate organization for. Download?".

Once again, carefully check if the files are correctly selected and press the key "Yes".

Attention! If you re-import the Forecast file from a subordinate organization into the system, then all the changes you made to this forecast will be destroyed!

After successfully loading the forecast files in the tab "Forecast" you can view and edit data Forecasts subordinate organizations (similar to working with their own Forecast, see section 5.5).

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

5.7. Formation of a consolidated purchase forecast

Formation Consolidated forecast produced on the basis Forecastsreceived from all subordinate organizations and their own Forecast the organization in question. If the organization in question has no subordinate organizations, then it is necessary to form Summary forecast only based on your own forecast.

Make sure your own Forecast the organization in question is formed in the system. Make sure that data from all subordinate organizations is received and imported into the system.

Generate Consolidated forecast... To do this, go to the bookmark "Forecast" and execute Main menu: Forecast / Generate Consolidated Forecast.

The program will automatically check the correctness of the data in Forecasts and will provide an informational report on the mistakes made (see Figure 26).

Figure 26

If errors in Consolidated forecast detected, and you want to save the report for analysis and error correction, click "Save report"... If errors in Consolidated forecast not found, click OK.

Make corrections in your own Forecastand Forecastssubordinate organizations using operations similar to those described in clause 5.5 of these instructions. After correcting errors, re-generate.

To view data Consolidated forecast in the bookmark "Forecast" select "Consolidated forecast".

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

5.8. Generating Reports

To print forecast reports, you must first generate a summary report (see paragraph 5.77).

Main menu: Report / Form No.…. The program will display the "Report parameters ..." window (see Figure 27). Specify all the necessary parameters, while selecting the Report Form - by recipients of federal budget funds; by constituent entities of the Russian Federation; by municipalities, and click Show.

Note! When setting report parameters, it is possible to include or not include blank lines in the report. By default, blank lines are not included in the report. It is also possible to include in the report only some items of the "Types of products" directory. When you press the button, a selection dialog from the "Types of products" directory is called up with the possibility of multiple selection. You can select the commodity items to be included in the report by clicking the left mouse button on the checkbox opposite the corresponding name.

Figure 27

You can scroll through the forecast report page by page, change the scale of its presentation on the screen, print the report using the "Print" icon on the toolbar.

By clicking the button, the report can be exported to MS Excel, MS World, Acrobat Format (PDF), etc.

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

5.9. Submitting the consolidated procurement forecast to the consolidating organization

Summary forecast is transferred to the consolidating organization in the form of the Forecast_xxx.XML file, where xxx is the name of the organization in question. The file is transferred on magnetic media (floppy disk, CD, ZIP) or by e-mail.

The appropriate settings must first be made ( See item 4 of this manual).

Before transferring the Consolidated forecast, it must be generated (see Generating a Consolidated Purchase Forecast).

For transmission Consolidated forecast to the consolidating organization, complete the following sequence of steps.

Execute Main menu: Forecast / Send Forecast.

If in forecastif errors are found, the system will generate an error report, display it in the "Send forecast" window and display an information message (see Figure 28). In this case, click "No" in the information window and then the button "Save report"in the "Send Forecast" window. The program will not send the forecast and save the error report for analysis and correction.

Analyze the error information, make corrections in the private forecasts and resubmit it (previous step).

Figure 28

If the program does not find an error in Consolidated forecast before sending, it will give an informational message (see Figure 29). If you want to generate the Pivot Forecast on the fly, click the Yes button. If you do not want to generate an already verified forecast again, then click the "No" button.

Figure 29

The program will close the information window and give access to the open “Sending forecast” window. Click the OK button.

At the stage of installing AIS POZ, the directory C: \\ Program Files \\ POZ \\ Forecast \\ Export was created.

Make sure that the Forecast file for the consolidating organization is located in the C: \\ Program Files \\ POZ \\ Forecast \\ Export directory. Make sure the file you want to send has the correct name.

Figure 30

For subordinate organizations that do not have e-mail, the files should be uploaded to the C: \\ Program Files \\ POZ \\ Forecast \\ Export directory. Next, you need to organize the copying of files to magnetic media and their delivery (media) to the consolidating organization.

For subordinate organizations that have e-mail, in the Microsoft Outlook, Microsoft Outlook Express system, a letter must be created and sent to the address of the consolidating organization with an attached summary forecast file.

More details about this operation can be found in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

MINISTRY OF ECONOMIC DEVELOPMENT AND TRADE OF THE RUSSIAN FEDERATION

Automated system

Formation of a consolidated forecast of the volume of purchases

Quick Start Guide

Forecast version

1. Introduction .. 3

2. Installation. Version update. Database backup. Database recovery. 6

2.1. Installing the application. 6

2.2. Copying the Database .. 8

2.3. Database Recovery .. 8

3. Starting the program ... 9

4. System setup ... 11

5. Work with AS REF. sixteen

5.1. Filtering Forecast Data .. 17

5.2. Finding Data .. 19

5.3. Maintaining a list of subordinate organizations .. 20

5.3.1 Adding a subordinate organization to the directory. 20

5.3.2 Editing data about the organization. 21

5.4. Transfer of NSI to subordinate organizations ... 21

5.5. Formation of your own forecast of purchases .. 24

5.6. Obtaining procurement forecasts from subordinate organizations .. 28

5.7. Formation of a consolidated forecast of purchases .. 30

5.8. Copying data when creating a forecast. 31

5.8.1 Copying data. 31

5.8.2 In the forecast of the same year. 32

5.8.3 From last year to the current one. 32

5.8.4 General. 33

5.9. Deleting Forecast Data .. 34

5.10. Generation of Reports .. 36

5.11. Sending the consolidated purchase forecast to the consolidating organization. 36

1. Introduction

The automated system "Forecast of the volume of purchases" (hereinafter AS POZ) is designed to automate the process of generating consolidated forecasts of the volume of state and municipal purchases.

This manual contains brief instructions for users of AS POZ, as well as information on installing and configuring the system. Full information about the system is contained in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

System users

The user of the AS POZ must have the following knowledge and skills:

§ User skills in working with a PC

§ User skills in working with the Windows graphical interface

§ Knowledge of the subject area

Hardware e

Hardware AS POZ:

§ Intel Pentium processor (or compatible) with a clock frequency of at least 1 Hz on a motherboard that ensures optimal interaction of the rest of the set of technical means;

§ RAM of at least 32MB;

§ SVGA-type video adapter capable of displaying 16bit colors at a resolution of 1024x768;

§ a monitor capable of displaying 16bit colors at a resolution of 1024x768;

§ a hard disk with at least 20MB of free space;

§ 101 keys or Windows-compatible keyboard;

§ Windows compatible mouse.

System software AS POZ:

§ Operating system: Windows 98 Second Edition + Internet Explorer 5.5 or higher; Microsoft Windows 2000 Service Pack 4 or Windows XP Service Pack 1

§ To use e-mail communication capabilities, you must have one of the following programs preinstalled:

§ Microsoft Outlook

§ or Microsoft Outlook Express

Automated processes

Forecasts of the volume of state and municipal purchases (POZ) are formed by organizations - managers of budget funds, informationally united in a multi-level network (see Figure 1), headed by the Department of State Regulation in the Economy (DGRE) of the Ministry of Economic Development of the Russian Federation. Each organization of this structure is informationally connected with one higher-level organization (consolidating organization in relation to the considered organization) and an arbitrary number of lower-level organizations (subordinate organizations in relation to the considered organization).

The number of hierarchy levels and the number of organizations at each level in the system is not limited.

This instruction is addressed to the user of the AS POP, serving the organization of one of the intermediate levels of the network.

margin-top: 0cm "type \u003d" disc "\u003e Hierarchical directory of types of products and price ranges (Types of products); Hierarchical directory of categories and recipients of budget funds (Categories and recipients); Directory of units of measurement (Units of measurement) Conversion factors (Conversion factors) , are used to determine the coefficients of units of measure; Methods of generating a purchase forecast (Documentation). Represents a set of documents. Mailing list (Mailing list) Directory of sending and receiving events (Types of sending / receiving events)

DGRE prepares a set of reference data for a specific forecast and sends it to the managers of budgetary funds, who in turn broadcast it to a lower level. NSI is used by all organizations within the framework of one forecast and is an integral part of it. When generating the next forecast, DGRE will generate and send to all organizations a new package of reference data.

The consolidated forecast is formed by the step-by-step summation of data from the forecasts of individual organizations. So the organization of the final level fixes its own projected volumes of purchases in a special form in kind and in value terms in the context of individual types of products in accordance with the directory "Types of Products" of the current forecast. Then the forecast is sent to the superior organization, where its data is consolidated with the own forecast of this organization and all its subordinate organizations into a single consolidated forecast, which is sent to the superior (consolidating) organization.

2. Installation. Version update. Database backup. Database recovery.

2.1. Installing the app

Run Setup_Forecast to install the application. exe.

1. The system will display the screen Installation options (see Figure 2).

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Figure 3

8. Select the directory on the disk where you want to install the system using the button View.

9. Press the button Cancellationto cancel the installation of the system.

10. Press the button Back toto return to the previous stage of the installation.

11. Press the button Installto install the system.

a. If the system is being installed for the first time on this computer, the system installation process will begin.

b. If a version is being updated, the system will display a warning that a previous version has been detected (see Figure 4).

Figure 4

1. Click Yes to confirm the continued installation of the application. The program will start installing the next version of the AS POZ software. During installation, the database will be converted.

2. Click the No button to cancel the installation

12. After completing the system installation process, click Close... (see Figure 5)

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Figure 6

Above is the Main menu of the system, each of the positions of which calls up separate submenus. Please note that the name of the program above the main menu instead of the name of your organization reads: "Unknown organization". The name will be assigned by the program automatically after receiving the reference data.

Under the main menu, the toolbar contains buttons for quick access to the most frequently used commands.

Also on the toolbar there is "Prediction Panel"designed to select "Current forecast"... Below are three tabs.

§ Bookmark "Reference books" is intended for maintaining a list of subordinate organizations (directory "Categories and recipients") and viewing all other forecast directories: Types of products; Units; Conversion factors; Documentation.

§ Bookmark "Forecast" designed to develop Forecast procurement of the organization in question, Forecasts subordinate organizations, as well Consolidated forecast.

§The "Event log" tab is designed to record operations of the exchange of reference data. In addition, other "events" can be entered in this log and their execution can be recorded.

The appearance of the main form can be customized by clicking in the main menu "View". The program will display a list:

Figure 7

By unchecking any of the list items, you remove its image from the screen.

If necessary, in more detail with the work of each team, the rules for working with reference books and filters can be found in the operating documents "AS POZ. User's manual".

The system allows you to search in the "Directories", "Forecast" and "Event Log" tabs.

To carry out a search, you must perform the following sequence of actions:

1. For the "Directories" tab:

Select the current forecast; Click on the "Directories" tab; Select the reference book of interest; Set search parameters in the "Search Panel" (see Figure 6); Press the button "Search" (see Figure 6).

In this case, the search in the "Reference books" tab can be carried out:

By name (part of the name); By code (parts of the code) - for those classifiers that use the code.

Attention: To search for part of the name, or part of the code, you must specify part of the name or code you are looking for in the "Search Panel" (without using any additional characters)

2. For the "Forecast" tab:

· Select the current forecast;

· Click on the "Forecast" tab;

· Press the button "Search".

In this case, the search in the "Forecast" tab can be performed:

· By name (part of the name) of a commodity item;

· By the code (part of the code) of the commodity item.

3. For the "Event log" tab:

· Select the current forecast;

· Click on the "Event log" tab;

· Set search parameters in the "Search Panel";

· Press the button "Search".

In this case, the search in the "Event log" tab can be performed by:

· Event;

· The name (part of the name) of the organization.

4. System setup

The system installer automatically generated two directories:

§ Directory C: \\ Program Files \\ POZ \\ Forecast \\ Export, where files with NSI data will be placed for transfer to your subordinate organizations

§ Directory C: \\ Program Files \\ POZ \\ Forecast \\ Import, where files with data of the consolidated forecast of purchases will be placed for transfer to the consolidating organization

Follow the steps below to set up your system.

1. In the Main menu, select the "File" item, in the drop-down menu, click the "Settings" item; the program will display the "Settings" window, in which the "General" tab will open (see Figure 8).

Figure 8

In this window, you need to make the initial configuration:

· Enable or disable the "option" "Automatic recalculation of forecast data". This "tick" is responsible for recalculating the forecast data when making changes or additions to it. When the checkbox is enabled, the button for recalculating amounts on the form toolbar becomes inactive. (See Figure 9);

Figure 9

· Enable or disable the "option" "Automatic calculation based on deflator indexes". This "tick" is responsible for the automatic calculation of forecast indicators taking into account the deflator indices entered into the program;

· Enable or disable the "option" "Enable recording in the log of operations", which allows you to keep a history of operations carried out in the system with the ability to export it to a "simple format" (csv and / or txt);

· Set "Data format in reporting forms", ie select the degree of rounding.

2. In the Main menu, select the "File" item, in the drop-down menu, click the "Settings" item; the program will display the "Settings" window, in which you will click on the "Transport" tab (see Figure 10).

The program will display the "Transport" window.

Figure 10

Select a data transfer method and click Properties (the "Properties" button opens a window of additional settings for one or another selected transport system, except for "File").

Send method "File"

File, then when sending data, they will be exported to the file NSI_recipient_name. xml. to the directory specified in the system settings. You can change the path of the directory in which the exported or intended for import data will be saved in the window Settings / Transport tab in the "Path for sending" and "Path for receiving" fields.

Method of sending "E-mail"

If you chose the shipping method Emailor Email (SMTP /POP3), then during export, the data will be automatically sent to the selected recipients by e-mail, and the data required for import will be sent to the recipient's e-mail address (do not forget to enter the e-mail addresses of the sender and recipients into the system in advance).

Email Email".

In the window that appears (see Figure 11), check the box “Enable message reception” if you want to automatically receive messages from other organizations participating in the data exchange process and upload the received information to the system.

This will make the field "Incoming message queue polling period" available. In the "Incoming message queue polling period" field, enter the time interval, in seconds. The entered time interval will correspond to the frequency with which the system will check for incoming e-mail messages (containing reference data, forecast data, information messages, comments, etc.) intended for the current organization and load the received data into the program.

Figure 11

Click the button OK.

Method of sending "E-mail (SMTP /POP3) "

Attention! If it is not possible to use applicationsMicrosoftOfficeOutlook constantly, it is recommended to use the protocol (SMTP /POP3).

To configure the transport module Email (SMTP /POP3) click the Properties button, after placing the cursor on the record " Email (SMTP /POP3) ".

Setting up SMTP / POP3 for sending / receiving messages is explained in the following example. Let's assume the user's domain is registered and running.

Suppose, during registration, the user received the following data:

DOMAIN: ***** USERNAME: e_rodina PASSWORD: secretkey Email address

Settings for SMTP / POP3

· Server of incoming messages (POP3): pop. *****

· Server of outgoing messages (SMTP): smtp. *****

Account for incoming messages: e_rodina

Account for outgoing messages: ***** @ *** ru

Password: secretkey

· Check the "Remember password" checkbox for the system to remember the password.

In the window that appears (see Figure 12) on the tab Outgoing messages enter the name of the server for outgoing messages (SMTP), check the "User authentication" checkbox, if you need to check the account and password when sending messages. After checking the box, the fields "Account" and "Password" will become available. Enter the required information in the fields (if you cannot enter it, then use the help of the system administrator).

Figure 12

On a bookmark Incoming messages(see Figure 13) check the box “Enable message reception” if you want to automatically receive messages from other organizations participating in the data exchange process and load the received information into the system (similar to the settings of the MAPI transport module, see above).

Enter the Incoming Server Name (POP3), Account Name and Password

Figure 13

Click the button OK.

Recommended use the SMTP / POP3 protocol to send and receive messages, since to perform similar actions using the MAPI protocol, the Microsoft Office Outlook application must be constantly running.

5. Work with AS POZ

The work on the formation of the POZ consists of the following processes:

§ formation of reference data

§ receipt of NSI from the consolidating organization

§ maintaining a list of subordinate organizations

§ transfer of reference data to subordinate organizations

§ formation of your own procurement forecast

§ collection of forecasts from subordinate organizations

§ formation of a consolidated forecast of purchases

§ transfer of the consolidated forecast to the consolidating organization

Initially, AS POZ does not contain any reference books and electronic documents. They are delivered from the consolidating organization on a magnetic carrier or by e-mail in the form of files "NSI_xxx. XML ”, where xxx is the name of your organization.

Before you start generating the next procurement forecast, you need to import the reference data into the system, for this, follow the next sequence of steps.

At the stage of Installing AS POZ, the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import was created

If you receive a reference data on a magnetic medium, copy the file “NSI_ххх. XML ”to the C: \\ Program Files \\ POZ \\ Forecast \\ Import directory.

If the NSI comes by e-mail, unpack the archive attached to the letter and save the NSI file in the C: \\ Program Files \\ POZ \\ Forecast \\ Import directory.

Note: The directories C: \\ Program Files \\ POZ \\ Forecast \\ Import and C: \\ Program Files \\ POZ \\ Forecast \\ Export are created automatically when installing the program. To change the path to the directory, press the button opposite the settings of the "Transport" tab, "Path for sending" or "Path for receiving" and select a new path to the directory.

Execute Main menu: Forecast / Receiving reference data.Place the cursor on the NSI file. Click the button Open.

The system will issue the following warning:

"Received by NSI from" Name of the Consolidating Organization "for" Name of Your Organization ". Attention! When reloading the reference data, the previous data may be lost! Download?"

Once again, carefully check if the correct file is selected and click the "Yes" button.

Attention! If you re-import the NSI file into the system, which was already used to generate the Forecast, then all the data you entered into this forecast: the list of subordinate organizations in the "Categories and recipients" directory, your own forecast and forecasts from subordinate organizations will be destroyed!

Attention! Loading the reference data can take a significant amount of time. The duration of this operation depends on the speed of your computer.

After successfully loading data:

the name of your organization will appear in the name of the program above the main menu (see Figure 14)

Figure 14

§ in field "Current forecast" the name of the purchase forecast should appear

§ all other directories: "Types of products", "Units of measurement", "Conversion factors", "Documentation" and other reference books participating in the mailing, for a newly generated forecast must be filled in.

5.1. Filtering forecast data

AS POZ provides the ability to filter forecast data to speed up the search, input and viewing of the necessary information. In this case, you must go to the "Forecast" tab. The system allows filtering data in two ways:

Figure 15

Figure 16

In either case, the system allows you to select only those data that meet the specified conditions (for example, Only lines with comments - only lines for which the "Comment" field is filled in will be displayed in the screen form).

Filtration is carried out by:

1. The name (part of the name) of the heading

2. Code (part of the code) of the commodity item

3. Lines containing comments

4. Lines containing errors

5. Lines filled with data

Composite filter can be applied, combinations are allowed (for example, "1 + 2 + 5" or "2 + 5"). However, it is impossible to impose simultaneous filtering of data on rows containing errors, comments and filled data. When you select one of these checkboxes, the rest become unavailable.

When you select a filter by rows containing errors and / or comments, a flat list of filtered records is displayed (in the upper right table for viewing and editing forecast data). That is, the user, being anywhere in the forecast tree (on the left), will always see all lines with comments or with errors (depending on the selected filter). At the same time, if the user goes to any filtered record, then the directory where this record is included in the forecast tree is highlighted in color.

If you select a filter for rows with incorrectly entered data, the “Total” and “Other” rows are not displayed.

When the filter for lines with comments is selected, the “Total” line is not displayed (see Figure 17).

Figure 17

5.2. Data search

The system allows you to quickly find and go to the required forecast line. To do this, enter the code or product name in the Search field and click the Search button (see Figure 18).

Figure 18

5.3. Maintaining a list of subordinate organizations

5.3.1 Adding a subordinate organization to the directory

To add a new subordinate organization to the directory, follow these steps.

Go to bookmark "Reference books", and select the directory as the current directory "Categories and recipients".

After receiving the NSI, this directory contains one element - your organization.

Select your organization with the cursor in the left area of \u200b\u200bthe screen and press the right mouse button or click the button on the toolbar:

"Add item" (see Figure 19).

Figure 19

The "Budget Recipient" window appears.

Enter in the "Name" field (see Figure 20) the name of the subordinate organization, and in the "E-Mail" field - its e-mail address (if available). Click the button "OK".

Figure 20

The new subordinate organization will appear in the table on the right side of the screen. You can edit or delete it if necessary.

If necessary, you can move the reference element through the list of elements..jpg "width \u003d" 26 "height \u003d" 27 src \u003d "\u003e move it to the desired location.

In a similar way, you should set the e-mail of your organization.

In the same way, you can create a category of recipients (line "Add group").

More details about working with reference books can be found in the operational documents “AS POZ. User's manual".

5.3.2 Editing Organization Data

To edit the name and / or "E-Mail" of the subordinate organization in the directory, follow these steps.

Select the required organization with the cursor in the right area of \u200b\u200bthe directory screen and call the pop-up menu (Figure 21) using the right mouse button.

Figure 21

From the pop-up menu, select the line "Edit".

In the "Budget recipient" window that opens, specify the new data and click the button "OK".(See Figure 20)

Information about the subordinate organization will be changed.

5.3.3 Copy recipients

You can copy recipients from one forecast to another. To do this, follow these steps:

1. Main menu \\ Forecast \\ Copy \\ Copy recipients (see Figure 22).

Figure 22

2. fill in the "Where" and "From" windows in the on-screen form of copying parameters (see Figure 23)

Figure 23

Before executing the copy function, go to the "Forecast" tab.

The "Copy parameters" indicate from which forecast and to which forecast the directory "Categories and recipients" will be transferred. By default, for copying, it is proposed to copy to the last forecast created in the system from the forecast opened by the user at the time the copying procedure was started for the current organization. Select other options as needed.

3. Click OK to complete the copying of recipients or Cancel if you do not want to copy.

5.4. Transfer of master data to subordinate organizations

Normative reference information (NSI) is transferred to the subordinate organization in the form of a file “NSI_name of the subordinate organization. xml ”on magnetic media (floppy disk, CD, ZIP) or by e-mail.

The appropriate system settings must be made in advance. (See point 4 of this manual).

Attention! Users with the rights "Leading Specialist" and "User" can form data of reference data for sending to subordinate organizations

To generate NSI files for sending to subordinate organizations, do the following.

1. Sending data on magnetic media

1.1. On the "Prediction Panel", in the field "Current forecast" install one Forecast, NSI for which you want to export.

1.2. Execute Main menu: Forecast / Send reference data... The program will open the "Select recipient" window with a list of your subordinate organizations.

1.3. Mark one or more recipients using the keys « Shift " and « Ctrl " and press the button "OK". (See Figure 24) The program exports the reference data to the file reference data_recipient_name. xml, to the directory specified in the system settings. (See point 4 of this manual).

The addressee "href \u003d" / text / category / adresat / "rel \u003d" bookmark "\u003e the addressee of the message and the subject of the message will ask for confirmation of sending the message. Confirm the sending of the message by clicking on the" Send "button.

Attention! When sending the NSI by e-mail, the user can specify a message attached to the mailing list (for example: Sent by the NSI to develop a forecast of purchases of products for 2007).

2.5. The system will show the sending protocol, which will indicate the sending method - "E-mail". If sending data was successful, then in the tab Result. It will be indicatedwhat is sending to selected recipients "Completed successfully."If there are any problems with sending, there will be corresponding messages. Click the button Close and OK.

Attention! Mail delivery to recipients is provided by means of Microsoft Outlook or Microsoft Outlook Express. There may be situations when mail will not be delivered to the recipient, for example, if the recipient's address is entered incorrectly, if the e-mail fails, etc. After sending the data by e-mail, make sure that Microsoft Outlook or Microsoft Outlook Express has been created and sent to the corresponding addresses of the letter with files of reference data.

Log in to the e-mail sending system you are using and make sure that letters are generated and sent to all recipients you have chosen.

For example, in the system Microsoft Outlookletters should be formed, each of which contains the address of your organization as the outgoing address, and the address of the corresponding organization as the recipient's address. All these letters will have the same subject line: "AS POZ data". Each letter will include an archive file named "NSI_" Recipient's name ".zip":

Figure 25

Check again if the recipient addresses were entered correctly.

2.6. If you use e-mail programs other than those listed above, it is recommended to select in the system settings the method of transferring information using a "file". Save the NSI to the directory (by default C: \\ Programm Files \\ POZ \\ Forecas \\ Import), after that you can send the saved file by e-mail. In the program you are using, create a new email, attach the saved file to it and send to the required address.

3. Sending R&D data using paper carriers in the form of a printed blank forecast data entry form for all types of products.

3.1. Execute Main menu: Forecast / Blank... The program will open the "Blank Printing Options" window (see Figure 26).

3.2. Select the types of products to be included in the forecast

3.3. Select the report format from the drop-down list.

Figure 26

Click the button "Show" to view the prepared blanks. You can scroll through it, view it at various scales and print.

3.4. To print a blank print, click the "Print" icon on the toolbar.

3.5. Arrange the transfer of printed forms to subordinate organizations.

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

5.5. Formation of your own purchase forecast

The projected volumes of purchases are indicated in the system in value and natural units of measurement for certain types of products for the past, current and forecast years.

To form Forecast the organization in question, follow the sequence of steps below.

1. On the "Forecast panel" in the field "Current forecast"in the list of existing forecasts, select Forecastto be formed.

2. Go to the bookmark "Forecast"and select the field "Private forecast" (see Figure 27) . Click the button https://pandia.ru/text/78/239/images/image043_5.gif "width \u003d" 35 "height \u003d" 36 "\u003e Attention! It is impossible to enter data into the forecast window if the "Summary forecast" is selected, since in this case the entered data will be lost when generating the Summary forecast.

3. Select from the list "Types of products" in the left area of \u200b\u200bthe screen, a subgroup for whose elements you need to enter data Forecast... The elements of this subgroup will appear on the screen in the right area of \u200b\u200bthe screen, intended for viewing, entering or editing data of a particular forecast. The upper right screen form is intended for viewing the forecast data of a particular forecast, the lower right screen form is intended for filling in the forecast data of a particular forecast.

Figure 27

4. Select in the upper right part of the screen the type of product for which you want to enter forecast data.

5. Enter the data in value and natural terms for the past, current and projected years for the selected type of product in the lower right part of the screen form. At the same time, data for the forecast years (by type of product) are entered in the columns by the Justification Methods (Standard, Indexation, Plan, Formula, Other), and then these amounts are automatically reflected in the "Total" column (see Figure 27).

6. When filling in one of the indicators ("Amount" or "Quantity"), the remaining unfilled indicator turns blue (that is, indicates a mandatory field. See Figure 28).

Figure 28

Figure 29

7. Enter the forecast data for the line "Other" in the lower right part of the display form.

8. The "Price" field in the lower right part of the screen form will be calculated automatically.

Attention! In the lower right area of \u200b\u200bthe screen for product types, the program displays data on price tolerances (see Figure 29).

If the price obtained by entering value and natural indicators does not fall into the price range, then in this case the red color will light up.

9. All indicators of the Forecast can be adjusted at any time. To correct incorrect data, double-click on the edited field, and change its value.

Attention! The program performs automatic data validation when generating a consolidated forecast and sending data to other organizations. The program checks:

§ Completeness of setting indicators. If the product has both natural and value measurements, and only one of the two values \u200b\u200bis specified, or if only a value indicator is specified for the item, the system diagnoses an error;

§ If, when entering data, the value of the summary line is less than the sum of the values \u200b\u200bincluded in this line of product types, the system diagnoses an error.

10. Forecast data can be entered automatically, taking into account the deflator indexes entered into the software.

To do this, you need to enable the "Automatic calculation based on deflator indices" option in the "Settings" item.

When entering data for each type of product, it is necessary

Establish a method for justifying the financing of the purchase of this type of product (work, service) (see Figure 30) enter data for the reporting, estimated year, the program automatically introduces value indicators for the forecast years, taking into account deflator indices, exactly in those cells which method was chosen by the developer ... In this case, the "Total" line of the same year is automatically filled in. when entering data for a specific product, the quantitative indicator remains unchanged. If necessary, the developer changes the natural indicator and clicks the "Recalculate" button (see Figure 28).

As a result, the cost indicator of the forecast year is recalculated taking into account the deflator index and the quantitative indicator for this type of product for that year.

Figure 30

11. To forcibly check the generated forecast, do Main menu: Forecast / Control_data... The program will check the forecast data and display a report on the results of the check. You can save the report by clicking the button in the report viewer "Save report"... If you do not want to save the control report after viewing, click the button “ OK".

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

5.6. Obtaining procurement forecasts from subordinate organizations

Forecasts purchases from subordinate organizations are received by e-mail or on magnetic media (floppy disk, CD, ZIP) in the form of files “Forecast_xxx. XML ”, where xxx is the name of the subordinate organization. In order to import Forecasts from subordinate organizations to the system, follow the sequence of steps below.

At the stage of installing AS POZ, the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import was created

If the files were received on magnetic media, then copy the files named “Predict_xxx. XML ”received from subordinate organizations to the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import If the files were received by e-mail in an archived form, unzip them and copy them to the directory C: \\ Program Files \\ POZ \\ Forecast \\ Import

The operation is available to users with the "Leading Specialist" and "User" rights.

Run:

1. Main menu: Forecast / Receive Forecast (see Figure 31).

Figure 31

2. While holding the Shift key on your computer keyboard, select the required files named “Forecast_xxx. XML ”and click the“ Open ”button.

3. The system will issue a warning “Received a forecast from a subordinate organization for<Названия организации>... Download?" (see Figure 32)

Figure 32

4. Carefully check again if the files are correctly selected and press the "Yes".

5. If you need to change the recipient and the forecast where the data will be loaded, or the recipient, sender or forecast number is not found in the database, click the "No" button. The dialog for configuring the "route" of data loading will be displayed (see Figure 33). After selecting a forecast at the bottom of the dialog, the "Forecast receiver" selection becomes active, and the user must select a forecast receiver.

Figure 33

6. Click “OK” to download the forecast data.

Attention! If you re-import the Forecast file from a subordinate organization into the system, then all the changes you made to this forecast will be destroyed!

After successfully loading the forecast files in the tab "Forecast" you can view and edit data Forecasts subordinate organizations (similar to working with their own Forecast, see section 5.5).

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

5.7. Formation of a consolidated purchase forecast

Formation Consolidated forecast produced on the basis Forecastsreceived from all subordinate organizations and their own Forecast the organization in question. If the organization in question has no subordinate organizations, then it should form Summary forecast only based on your own forecast.

Make sure your own Forecast the organization in question is formed in the system. Make sure that data from all subordinate organizations is received and imported into the system.

Generate Consolidated forecast... To do this, go to the bookmark "Forecast" and execute Main menu: Forecast / Generate Consolidated Forecast.

The program will automatically check the correctness of the data in Forecasts and will provide an informative report on the mistakes made (see Figure 34).

Figure 34

If errors in Consolidated forecast detected, and you want to save the report for analysis and error correction, click the button "Save report"... If errors in Consolidated forecast not found, click OK.

Make corrections in your own Forecastand Forecastssubordinate organizations using operations similar to those described in clause 5.5 of these instructions. After correcting errors, re-generate.

To view data Consolidated forecast in the bookmark "Forecast" select "Consolidated forecast".

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

5.8. Copying data when creating a forecast

5.8.1 Copying data

To copy forecast data, you need to perform the following operations:

1. Main menu Forecast \\ Copy \\ Copy data (see Figure 35)

Figure 35

2. Fill in the required parameters in the opened screen form (see Figure 36)

Figure 36

The "Copy parameters" indicate from which forecast and recipient, to which forecast, and to which recipient the data will be loaded. By default, it is proposed to copy to the last forecast generated in the system, to the current organization from the forecast opened by the user at the time the copying procedure was started, for the current organization. Select other options as needed.

The "Where" and "From" fields are a drop-down list with a list of forecasts stored in the database.

The fields "Recipient ..." are fields with a choice of categories and recipients from the directory. In this case, when opening the directory, only a single selection can be offered for selection.

In the lower part of the parameters window there is a number of copying settings "Copy type" offering a choice of 2 ways of carrying out this operation:

1. In the forecast of the same year;

2. From last year to the current one.

Below are the fields with the names "Where" and "From". There are 5 pairs of them (from left to right - displaying the year of the report, the year of assessment and the year of forecasts) and in them the copy parameters selected by the user will be visualized, that is, the data of which of the year where are transferred.

Below are the settings for automatically filling the forecast with forecast data in accordance with deflator indices. It is not recommended to use this function, since during automatic calculation the data is entered on the basis of deflator indices, taking into account the volume of goods, works, services purchased by the user in the reporting year. If the data differ, it will be necessary to correct them, otherwise the data will differ significantly from the actual values.

The type of copying is necessary to simplify the work of the end user and eliminate a number of mechanical errors.

3. Click "OK" to complete the copying procedure or "Cancel" if you do not want to copy.

5.8.2 In the forecast of the same year

When you select this type of copying, the system will automatically expose the years of the report, estimates and forecasts from the Forecasts, respectively, without changing them. This will mean that with this type of copying, data from the "old" will be completely copied into the revised forecast.

5.8.3 From last year to current

If you need to transfer data from the "last year" forecast to the new one (for today, from 2007 to 2008), you need to select the copy type "From last year to the current". This will mean that the data from the "estimate year" of the forecast "from" will be copied to the "report year" of the forecast "where" and the data from the "forecast year" of the forecast "from" to the "estimate" of the forecast "where" and. etc. In this case, the "Forecast year" field of the "where" and "from where" forecast is not filled in, and no data is copied to the forecast year.

5.8.4 General

After copying, the data will be open for manual editing.

The system checks the correctness of the parameters setting:

Is the same recipient of the same forecast ( Attention!!! The same parameters have been selected for copying. Copying is not possible.);

Checks Forecast Year and prohibits copying to "In the forecast of the same year"if the years of the forecasts are different, or prohibits copying "From last year to the current one" if the year is not the previous one (Attention! For the copy type "In the forecast of the same year" it is necessary that the years of the forecasts coincide. Copying is impossible. Change the parameters or Attention !!! For the copy type "From last year to the current" it is necessary that the forecast year " From "was less than a year of the" Where "forecast by 1. Copying is impossible. Change the parameters);

and, if necessary, displays warning messages about the impossibility of one or another operation.

Also, when copying, a copying journal (report) is created, which reflects data that has not been copied for certain conditions (in the "Where" forecast, no item items were found for which the "From" forecast contains data, etc.) (see. Figure 37).

It is possible to save the log to the hard disk by clicking the "Save report" button.

Figure 37

Before copying, the system displays a warning message stating that as a result of copying, all data from the "Where" forecast will be deleted (Attention! When copying, the data, if any, will be replaced from the "Where" forecast. Continue?).

5.9. Deleting Forecast Data

To remove forecast data from the system, you must perform the following operations:

1. Main menu Forecast \\ Delete forecast data (See Figure 38)

Figure 38

2. Select the recipient (multiple recipients) whose forecast data you want to delete (See Figure 39)

Figure 39

3. Select the years in which you want to delete forecast data, or the option to delete all forecast data:

Figure 40

4. Confirm the need to delete the data (See Figure 41)

Figure 41

5. Check the result of the operation

Figure 42

5.10. Formation of Reports

To generate forecast reports, you must first generate a consolidated forecast (see p. 5.7.).

Each report is generated in two forms (1,1a; 2, 2a, etc.). Reports 1, 2, etc. reflect the data for the reporting year, the estimated year, the 1st forecast year. Reports 1a, 2a, etc. show data for all forecast years.

To generate a report do: Main menu: Report / Form No.…. The program will display the "Report parameters ..." window (see Figure 43). Specify all the necessary parameters, while selecting the Report Form - by recipients of federal budget funds; by constituent entities of the Russian Federation; by municipalities, and click Show.

Note! When setting report parameters, it is possible to include or not include blank lines in the report. By default, blank lines are not included in the report. And also it is possible to include in the report only some items of the directory "Types of products" .. jpg "width \u003d" 623 "height \u003d" 188 src \u003d "\u003e

Figure 43

You can scroll through the forecast report page by page, change the scale of its presentation on the screen, print the report using the “Print” icon on the toolbar.

By clicking the button, the report can be exported to MS Excel, MS World, Acrobat Format (PDF), etc.

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

5.11. Sending the consolidated purchase forecast to the consolidating organization

Summary forecast is transferred to the consolidating organization in the form of the “Forecast_xxx. XML ”, where xxx is the name of the organization in question. The file is transferred on a magnetic medium (floppy disk, CD, ZIP) or by e-mail.

The appropriate settings must be made beforehand (see item 4 of this manual).

Before sending the Consolidated forecast, it must be generated (see Generating a Consolidated Purchase Forecast).

For transmission Consolidated forecast to the consolidating organization, complete the following sequence of steps.

Execute Main menu: Forecast / Send Forecast.

If in forecastif errors are found, the system will generate an error report, display it in the “Send forecast” window and display an information message (see Figure 44). In this case, click "No" in the information window and then the button "Save report"in the "Send Forecast" window. The program will not send the forecast and save the error report for analysis and correction.

Analyze the error information, make corrections in the private forecasts and resubmit it (previous step).

Figure 44

If the program does not find an error in Consolidated forecast before sending, it will display an informational message (see Figure 45). If you want to generate the Pivot Forecast on the fly, click the Yes button. If you do not want to generate an already verified forecast again, then click the "No" button.

Figure 45

The program will close the information window and give access to the open “Sending forecast” window. Click the OK button.

At the stage of AS POZ installation, the C: \\ Program Files \\ POZ \\ Forecast \\ Export directory was created.

Figure 46

More details on this operation can be found in the operating documents “AS POZ. System Administrator's Guide "and" AS POZ. User's manual".

AIS POS FORECAST

1. Database backup:

1.1. Fill in the data and upload the forecast XML file as described above.

1.2. Close the Forecast program

1.3. Find in the folder with the installed program (by default it is C :\ Program Files \ POZ \ Forecast ) database file POZ. mdb.

1.4. Copy the database file to a separate folder, which you need to create in advance, (default D : \\ Forecast archive 20XX \\ Institution name ) as a backup.

2. Restoring the database or loading the database of another organization

2.1. This requires copy backup database file POZ.mdb(see paragraph 1.4.) and insert this file to the directory where the system is installed (by default C: \\ Program Files \\ Poz \\ Forecast).

2.2. To the question (may differ from the above) "Are you sure you want to replace the file?" answer "yes"

3. Obtaining reference data for the next forecast year

3.1. Receive from the Department of Municipal Order the file "NSI_xxx_Predict_for_municipal_needs.xml", where xxx is the name of the organization and copy it to the folder C :\ Program Files \ POZ \ Forecast \ Import \

3.2. Perform the steps in Section 2 (Database Recovery) for the current organization

3.3. Launch the "Forecast" program, in the main menu press Forecast - Receiving reference data

3.4. In the window that opens, select the required reference data file and click "Open".

3.5. In the opened dialogue answer "Yes"

3.6. After a few seconds, the message “NSI loaded successfully” will appear.

Click "OK"

4. Copying forecast data from last year to the current one

4.1. We get the reference data (Section 3), in the open program in the main menu, click "Forecast - Copy - Copy data"

4.2. In the window that opens, make the settings as shown in the figure (we choose the current and forecast years, respectively)... Click OK. Close other dialog boxes (not all) by clicking OK.

4.3. The data will be copied (may take a long time (up to 5 minutes), while other operations on the computer are not recommended).

4.4. Upon completion of copying, close the window by clicking OK and you can start entering the forecast data

5. Uploading the file for sending the forecast:

After filling in the forecast data is completed, we perform the following actions:

5.1. In the main menu, select Forecast - Send Forecast

5.2. We are waiting for the program to generate a forecast and click "Yes" 1 or 2 times, if the program does not give errors, proceed to step 5.3.

5.3. Click the "Save" button. The default report file is saved in the folder C :\ Program Files \ POZ \ Forecast \ Export \\ Forecast_xxx. xml where xxx is the name of the institution

5.4. After saving the file, click OK and close the "Forecast" program
5.5. We copy the resulting file to a shared folder (for exchange) for centralized sending to the Department of Municipal Order

thu, 04/24/2008 - 12:47 - vereschagina

Appointment

AIS "Budget Forecast and Planning" is intended for complex automation of the process of forming a draft budget and a medium-term financial plan of a constituent entity of the Russian Federation (MO) for short and medium-term periods.

Implementation goals

Automation of the budget planning process, increasing the efficiency of information coordination between participants in the planning process
Providing information, analytical and instrumental support for decision-making processes by specialists of the financial authority in the formation of the draft budget and medium-term financial plan.
Systematization and generalization of algorithms and methods of budget planning.

Composition and functionality

AIS "Budget Forecast and Planning" includes the following functional subsystems:

Program module "Budget revenue planning"
Program module "Register of expenditure obligations".
Program module "Planning budgetary appropriations"
Software module "State (municipal) task"
Software module "Passport of a state (municipal) institution"
Program module "Planning interbudgetary transfers"
Program module "Formation of the law (decision) on the budget and clarifications to it"

Distinctive features

AIS "Forecast and Budget Planning" is focused on collective work on the draft budget and contains tools for planning the work of performers and managing the process of developing the draft budget.
When forming a draft budget, multivariate work of its indicators is carried out: various planning algorithms are applied, a comparative analysis of calculation options is carried out, optimal planning algorithms and their parameters are selected.
The data used in the planning process is collected over different years and from different sources. For their comparison (including for comparison by budget classification codes), a mechanism of comparable classifiers has been implemented.
The system comes with a set of typical planning algorithms. For budget planning, you can use standard algorithms or set up new ones. Users can customize algorithms without involving the developer or the FI automation department. Planning algorithms implement complex interrelated calculations of indicators of the draft budget and the medium-term financial plan.
When calculating planned indicators, you can use Microsoft Excel. This enables users to quickly master the system. Excel planning sheets are linked to the AIS "Budget forecast and planning" database and allows you to use all the information available in the database. Calculation results from Excel sheets are written to the database. Excel planning sheets are also centrally stored in the AIS "Budget forecast and planning" database.
The interaction of FD, GRBS, RBS and PBS in the process of forming the draft budget can be carried out via electronic communication channels through a remote document management system using EDS and encryption.
The system provides medium-term financial planning in two versions: the formation of a draft budget for three years or the simultaneous formation of a draft budget for one year and a medium-term financial plan for three years.
AIS "Budget Forecast and Planning" ensures the continuity of the process of forming, clarifying and adjusting the indicators of the draft budget and the medium-term financial plan "rolling budget planning".
It provides for the preparation of printed documents provided by the FI to the legislative authorities in the process of considering and approving the law (decision) on the budget in several readings, including the preparation of documents for the draft law (decision) on the budget with attachments. When the calculation parameters are changed, the corresponding changes are automatically made to the draft law (decisions) on the budget and its annexes.
All data that are present in the DSS "Financial and Economic Analysis" can be used as a basis for budget planning in AIS "Forecast and Budget Planning".
The system allows you to balance income, expenses and sources of financing the budget deficit with the ability to analyze and adjust values \u200b\u200bat different levels of detail / generalization of data (using Drill-down): from primary PBS data to the main budget characteristics (total income and expenses, deficit / budget surplus).

MINISTRY OF ECONOMIC DEVELOPMENT AND TRADE OF THE RUSSIAN FEDERATION

Automated information system

Formation of a consolidated forecast of the volume of purchases

AIS POZ

Quick Start Guide

Forecast version

1. Introduction 2

2. Installation. Version update. Database backup. Database recovery. five

3. Starting the program 8

4. System setup 10

5. Working with AIS POS 15

1. Introduction

The automated information system "Forecast of the volume of purchases" (hereinafter AIS POZ) is designed to automate the process of generating consolidated forecasts of the volume of state and municipal purchases.

This manual contains brief instructions for AIS POZ users, as well as information on installing and configuring the system. Full information about the system is contained in the operational documents “AIS POZ. Administrator's Guide "and" AIS POS. User's manual".

System users

AIS POZ user must have the following knowledge and skills:

User skills in working with a PC

Windows GUI User Skills

Knowledge of the subject area

Hardware

Hardware AIS POZ:

intel Pentium processor (or compatible) with a clock frequency of at least 200MHz on a motherboard that provides optimal interaction with the rest of the hardware complex;

rAM of at least 32MB;

video adapter of SVGA type, capable of displaying 16bit colors at a resolution of 1024x768;

monitor capable of displaying 16bit colors at a resolution of 1024x768;

a hard drive with at least 20MB of free space;

101-key or Windows-compatible keyboard;

Windows compatible mouse.

System software

System software AIS POZ:

Operating system: Windows 98 Second Edition + Internet Explorer 5.5 or higher; Microsoft Windows 2000 Service Pack 4 or Windows XP Service Pack 1

To use e-mail communication capabilities, you must have one of the following programs preinstalled:

Microsoft Outlook

or Microsoft Outlook Express

Automated processes

Forecasts of the volumes of state and municipal purchases (POZ) are formed by organizations - managers of budget funds, informationally united in a multi-level network (see Figure 1), headed by the Department of Strategy for Social and Economic Reforms (DSSER) of the Ministry of Economic Development of the Russian Federation. Each organization of this structure is informationally connected with one higher-level organization (consolidating organization in relation to the considered organization) and an arbitrary number of lower-level organizations (subordinate organizations in relation to the considered organization).

The number of hierarchy levels and the number of organizations at each level in the system is not limited.

This instruction is addressed to the user of the AIS REF, serving the organization of one of the intermediate levels of the network.

Picture 1

The forecast is formed on the basis of normative reference information (NSI), which includes the following reference books (the name of this reference book is given in brackets in the appendix):

Hierarchical directory of types of products and price ranges (Types of products);

Hierarchical directory of categories and recipients of budgetary funds (Categories and recipients);

Units Reference (Units)

Conversion Factors (Conversion Factors), are used to define the unit factors;

Methodology for generating a purchase forecast (Documentation). It is a collection of documents.

Send and Receive Event Types Reference (Send / Receive Event Types)

DSSER prepares a set of NSIs for a specific forecast and sends it to budget funds managers, who in turn broadcast it to a lower level. The NSI is used by all organizations within the framework of one forecast and is an integral part of it. When generating the next forecast, the DSSED will generate and send to all organizations a new set of reference data.

The consolidated forecast is formed by the step-by-step summation of data from the forecasts of individual organizations. So the organization of the final level fixes its own projected volumes of purchases in a special form in physical and value terms in the context of individual types of products in accordance with the directory "Types of products" of the current forecast. Then the forecast is sent to the superior organization, where its data is consolidated with the own forecast of this organization and all its subordinate organizations into a single consolidated forecast, which is sent to the superior (consolidating) organization.

2.Installation. Version update. Database backup. Database recovery.

2.1 Installing the Application

Run Setup_Forecast.exe to install the application.

The system will display the screen Installation options (see Figure 2).

Figure 2

Check the box Create group in Start menu-\u003e Programsif you want to add a program to the list of programs in the menu Start .

Check the box Create a quick launch iconto create a program icon in the quick launch menu.

Check the box Place the application icon on the desktop - to create a program icon on the desktop.

Click the button Cancellation

The system displays the Installation Directory screen (see Figure).

Figure 3

Select the directory on the disk where you want to install the system using the button View.

Click the button Cancellationto cancel the installation of the system.

Click the button Back toto return to the previous stage of the installation.

Click the button Installto install the system.

If the system is being installed for the first time on this computer, the system installation process will begin.
If a version is being updated, the system will issue a warning that a previous version has been detected (see Figure 4).

Figure 4

Click the Yes button to confirm the continuation of the application installation. The program will start installing the next version of the AIS software. During installation, the database will be converted.

Click the No button to cancel the installation

After completing the system installation process, click Close... (see picture)

Figure 5

The system installation is complete.

2.2 copying the database

A backup procedure is used to protect the AIS POZ database from destruction.

Backups should be made in accordance with the adopted regulations.

The backup procedure includes the following daily actions:

Find in the directory where the system was installed (by default, this C:\ Program Files\ Poz\ Forecast) database file POZ. mdb.

Copy the database file to a separate folder as a backup.

2.3 Recovering the Database

In case of destruction of the main database, it is possible to restore the state of the data at the time of creating an insurance copy manually

To recover the data used by the Forecast application, you need to do the following:

To do this, you need to copy the backup copy of the database file POZ. mdb back to the directory where the system is installed (by default C: \\ Program Files \\ Poz \\ Forecast).

3.Starting the program

To start the program, click the icon on the desktop, or on the quick launch bar or in the menu "Start - Programs".

After launching the application, the screen displays the main form intended for working in the system (see Figure 6).

Figure 6

Under the main menu, the toolbar contains buttons for quick access to the most frequently used commands.

Also on the toolbar there is "Prediction Panel"designed to select "Current forecast"... Below are three tabs.

Bookmark "Reference books" is intended for maintaining a list of subordinate organizations (directory "Categories and recipients") and viewing all other forecast directories: Types of products; Units; Conversion factors; Documentation.

Bookmark "Forecast" designed to develop Forecast procurement of the organization in question, Forecasts subordinate organizations, as well as Consolidated forecast.

The "Event log" tab is designed to record operations of the exchange of reference data. In addition, other "events" can be entered in this log and their execution can be recorded.

The appearance of the main form can be customized by clicking in the main menu "View". The program will display a list:

Figure 7

By unchecking any of the list items, you remove its image from the screen.

If necessary, in more detail with the work of each team, the rules for working with reference books and filters can be found in the operational documents "AIS POZ. User's manual".

The system allows you to search in the "Directories", "Forecast" and "Event Log" tabs.

To carry out a search, you must perform the following sequence of actions:

1. For the "Directories" tab:

Select the current forecast;

Click on the "Directories" tab;

Select the reference book of interest;

Set search parameters in the "Search Panel" (see Figure 6);

Press the button "Search" (see Figure 6).

In this case, the search in the "Reference books" tab can be performed:

By name (part of the name);

By code (parts of the code) - for those classifiers that use the code.

Attention: To search for part of the name, or part of the code, you must specify part of the name or code you are looking for in the "Search Panel" (without using any additional characters)

2. For the "Forecast" tab:

Select the current forecast;

Click on the "Forecast" tab;

Press the button "Search".

In this case, the search in the "Forecast" tab can be performed:

By name (part of the name) of a commodity item;

By the code (part of the code) of the commodity item.

3. For the "Event log" tab:

Select the current forecast;

Click on the "Event log" tab;

Set search parameters in the "Search panel";

Press the button "Search".

In this case, the search in the "Event log" tab can be performed by:

The name (part of the name) of the organization.

4.System setup

The system installation program automatically generated two directories:

Directory C: \\ Program Files \\ POZ \\ Forecast \\ Export, where files with NSI data will be placed for transfer to your subordinate organizations

Directory C: \\ Program Files \\ POZ \\ Forecast \\ Import, where files with data of the consolidated forecast of purchases will be placed for transfer to the consolidating organization

Follow the steps below to set up your system.

In the Main menu, select the "File" item, in the drop-down menu, click the "Settings" item; the program will display the "Settings" window, in which the "General" tab will open (see Figure 8).

Figure 8

In this window, you need to make the initial configuration:

Enable or disable the "Automatic recalculation of forecast data" checkbox. This "tick" is responsible for recalculating the forecast data when making changes or additions to it. When the checkbox is enabled, the button for recalculating amounts on the form toolbar becomes inactive. (See Figure 9)

Figure 9

Enable or disable the "Enable operation log entry" checkbox, which allows you to keep a history of operations performed in the system with the ability to export it to a "simple format" (csv and / or txt)

Set the "Data format in reporting forms", i.e. select the degree of rounding.

In the Main menu, select the "File" item, in the drop-down menu, click the "Settings" item; the program will display the "Settings" window, in which you will click on the "Transport" tab (see Figure 10).

The program will display the "Transport" window.

Figure 10

Select a data transfer method and click Properties (the "Properties" button opens a window of additional settings for one or another selected transport system, except for "File").

Send method "File"

If you chose the shipping method File, then when sending data, they will be exported to the file NSI_recipient_name.xml. to the directory specified in the system settings. You can change the path of the directory in which the exported or intended for import data will be saved in the window Settings / tab Transport in the "Path for sending" and "Path for receiving" fields.

Method of sending "E-mail"

If you chose the shipping method Emailor Email (SMTP/ POP3) , then during export, the data will be automatically sent to the selected recipients by e-mail, and the data required for import will be sent to the recipient's e-mail address (do not forget to enter the e-mail addresses of the sender and recipients into the system in advance).

Email click the Properties button, after placing the cursor on the record " Email".

Figure 11

Click the button OK.

Method of sending "E-mail (SMTP/ POP3) "

Attention! If it is not possible to use applicationsMicrosoft Office Outlook constantly, it is recommended to use the protocol (SMTP/ POP3).

To configure the transport module Email (SMTP/ POP3) click the Properties button, after placing the cursor on the record " Email (SMTP/ POP3) ".

SMTP / POP3 setup for sending / receiving messages is explained in the following example. Let's assume the user's domain is registered and running.

Suppose, during registration, the user received the following data:

USERNAME: e_rodina

PASSWORD: secretkey

E-mail address: [email protected]

Settings for SMTP / POP3

Incoming message server (POP3):

Outgoing Server (SMTP):

Account for incoming messages: e_rodina

Account for outgoing messages: [email protected]

Password: secretkey

Check the "Remember password" checkbox for the system to remember the password.

In the window that appears (see Figure 12) on the tab Outgoing messages enter the name of the server for outgoing messages (SMTP), check the "User authentication" checkbox, if you need to check the account and password when sending messages. After checking the box, the "Account" and "Password" fields will become available. Enter the required information in the fields (if you cannot enter it, then use the help of the system administrator).

Figure 12

Enter the Incoming Server Name (POP3), Account Name and Password

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An automated system for generating a consolidated forecast of the volume of purchases as pos. Automated information system "Budget forecasting and planning. Restoring the database or loading the database of another organization

5.Working with AIS POZ

5.1 Filtering Forecast Data

5.2 Finding Data

5.3. Maintaining a list of subordinate organizations

5.3.1 Adding a subordinate organization to the directory

5.3.2 Editing organization data

5.4. Transfer of master data to subordinate organizations

5.5. Formation of your own purchase forecast

5.6. Obtaining procurement forecasts from subordinate organizations

5.7. Formation of a consolidated purchase forecast

5.8. Generating Reports

5.9. Submitting the consolidated procurement forecast to the consolidating organization

1. Introduction

2. Installation. Version update. Database backup. Database recovery.

2.1. Installing the app

4. System setup

5. Work with AS POZ

5.1. Filtering forecast data

5.2. Data search

5.3. Maintaining a list of subordinate organizations

5.3.1 Adding a subordinate organization to the directory

5.3.2 Editing Organization Data

5.3.3 Copy recipients

5.4. Transfer of master data to subordinate organizations

5.5. Formation of your own purchase forecast

5.6. Obtaining procurement forecasts from subordinate organizations

5.7. Formation of a consolidated purchase forecast

5.8. Copying data when creating a forecast

5.8.1 Copying data

5.8.2 In the forecast of the same year

5.8.3 From last year to current

5.8.4 General

5.9. Deleting Forecast Data

5.10. Formation of Reports

5.11. Sending the consolidated purchase forecast to the consolidating organization

AIS POS FORECAST

1. Database backup:

2. Restoring the database or loading the database of another organization

5. Uploading the file for sending the forecast:

After filling in the forecast data is completed, we perform the following actions:

Appointment

Implementation goals

Composition and functionality

Distinctive features

1. Introduction

2.Installation. Version update. Database backup. Database recovery.

2.1 Installing the Application

2.2 copying the database

2.3 Recovering the Database

3.Starting the program

4.System setup