5.Working with AIS POS
Work on the formation of POP consists of the following processes:
formation of reference data
receipt of reference data from the consolidating organization
maintaining a list of subordinate organizations
transfer of reference data to subordinate organizations
creating your own procurement forecast
collection of forecasts from subordinate organizations
formation of a consolidated procurement forecast
transfer of the consolidated forecast to the consolidating organization
Initially, AIS POS does not contain any reference books or electronic documents. They are delivered from the consolidating organization on magnetic media 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 master data into the system; to do this, follow the following sequence of steps.
At the stage of Installing AIS POZ, the directory C:\Program Files\POZ\Forecast \Import was created
If you receive master data on magnetic media, copy the file “NSI_xxx.XML” to the directory C:\Program Files\POZ\Forecast\Import.
If the reference data arrives by email, unzip the archive attached to the letter and save the reference data file to the C:\Program Files\POZ\Forecast\Import directory.
If automatic message reception is enabled, the system checks incoming messages at regular intervals set in the Transport module settings. If the system finds in the message queue incoming message, then 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, you need to click the button opposite the settings items on the “Transport” tab, “Path to send”, or “Path to receive” and select a new path to the directory.
Execute Main menu: Forecast/Obtaining reference data. Place the cursor on the master data file. Click the button Open.
The system will issue the following warning:
“Received the reference data from “Name of the consolidating organization” for “Name of your organization”. Attention! When re-downloading the reference data, the previous data may be lost! Download?"
Once again, carefully check that the file is selected correctly and click the “Yes” button.
Attention! If you re-import into the system a master data file that has already been used to generate a 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 reference data may take considerable time. The duration of this operation depends on the speed of your computer.
After successful data download:
in field "Current Forecast" the name of the procurement forecast should appear
all other directories: "Types of products", " Units", "Conversion factors", "Documentation" and other reference books participating in the distribution, for a newly generated forecast must be filled in.
5.1.Filtering forecast data
AIS POS provides the ability to filter forecast data to speed up the search, input and viewing of the necessary information. In this case, you need to go to the “Forecast” tab. The system allows you to filter data in two ways:
Figure 14
Figure 15
In both cases, the system allows you to select only those data that satisfy the specified conditions (for example, Only rows with comments - only rows with the “Comment” field filled in will be displayed in the screen form).
5.2.Search for data
The system allows you to quickly find and go to the required forecast line. To do this, you need to enter the code or name of the product 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 "Directories", and select directory as the current directory "Categories and Recipients".
After receiving the reference data, there is one element in this directory - your organization.
Mark your organization with the cursor in the left area of the screen and right-click or click on the button on the toolbar:
"Add element"(See Figure 17).
Figure 17
The Budget Recipient window appears.
Indicate in the “Name” field (see Figure 18) the name of the subordinate organization, and in the “E-Mail” field - its email 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. If necessary, it can be edited or deleted.
If necessary, you can move a directory element through the list of elements. To do this, select a directory element with the cursor, and use the and buttons to 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 recipient category (the “Add group” line).
More details about working with reference books can be found in the operational documents “AIS POS. User guide".
5.3.2Editing organization data
To edit the name and/or “E-Mail” of a subordinate organization in the directory, follow these steps.
Mark the desired organization with the cursor in the right area of the directory screen and call the pop-up menu (Figure 19) using right button mice.
Figure 19
From the pop-up menu, select the line "Edit".
In the “Budget Recipient” window that opens, enter new data and click the button "OK".(See Figure 18)
Information about the subordinate organization will be changed.
5.4. Transfer of reference data to subordinate organizations
Regulatory reference information (RNI) is transmitted to the subordinate organization in the form of a file “RNI_name of subordinate organization.xml” on magnetic media (floppy disk, CD, ZIP) or by e-mail.
The appropriate system settings must first be made. ( See point 4 this manual).
To generate master data files for sending to subordinate organizations, do the following.
On the “Forecast Panel”, in the field "Current Forecast" install that one Forecast, reference data for which you want to export.
Execute
« Shift» And « Ctrl» and press the button "OK".(See Figure 20) The program exports master data to the master data_recipient_name.xml file, to the directory specified in the system settings. ( See point 4 this manual).
Sending data on magnetic media
Figure 20
Make sure that all files to be sent have the correct names and are placed in the correct directory.
Record the files on magnetic media and arrange for their delivery to the appropriate organizations.
Make sure the field "Current Forecast" on the “Forecast Panel” is set to Forecast, reference data for which you want to export.
Execute Main menu: Forecast/Send master data. The program will open the “Select Recipient” window with a list of your subordinate organizations.
Tag 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 display a Microsoft Office Outlook warning that the program is trying to send a message on your behalf, indicate the message recipient and subject of the message, and request confirmation of sending the message. Confirm sending the message by clicking on the “Submit” button.
Sending data by email
Attention! When sending master data by email, the user can specify a message attached to the mailing (for example: Sent to master data to develop a forecast for product purchases for 2007).
The system will show the sending protocol, which will indicate the sending method - “Email”. If the data sending was successful, then in the tab Result. It will be indicated that sending to selected recipients "successfully completed." If there are problems while sending, there will be corresponding messages. Click the button "Close" and "OK".
Attention! Delivery of mail to recipients is ensured Microsoft means 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 email malfunctions, etc. After sending the data by email, please make sure that Microsoft system Outlook or Microsoft Outlook Express letters with reference data files were created and sent to the appropriate addresses.
Log in to the email sending system you use and make sure that letters are generated and sent to all recipients you selected.
For example, in the system Microsoft Outlook, letters must be generated, in each of which the address of your organization is indicated as the outgoing address, and the address of the corresponding organization is indicated as the recipient's address. All these letters will have the same subject lines: “AIS POS data.” Each letter will contain an attached archive file called “RSI_ “Name of Recipient”.zip”:
Figure 21
Double-check that the recipient addresses were entered correctly.
If you are using programs Email, different from the above, it is recommended to select in the system settings the method of transmitting information using a “file”. Save the master data to a directory (by default C:\Programm Files\POZ\Forecas\Import), after which you can send the saved file by email. In the program you are using, create a new email, attach the saved file to it and send it to the required address.
Execute Main menu: Forecast/Pustographka. The program will open the “Parameters for Blank Print” window (see Figure 22).
Select the types of products that need to be included in the forecast
Select a report format from the drop-down list.
Sending master data using paper in the form of a printed blank form for entering forecast data for all types of products.
Figure 22
Click the button "Show" to view the prepared blank. You can scroll through it, view it at different scales, and print it.
To print a blank letter, click the “Print” icon on the toolbar.
Organize the transfer printed forms to subordinate organizations.
More details about this operation can be found in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
5.5. Formation of your own procurement forecast
Forecasted purchase volumes are indicated in the system in monetary and physical units of measurement for individual types of products for the past, current and forecast years.
To form Forecast organization in question, complete the following sequence of steps.
Attention! You cannot enter data into the forecast window if “Summary forecast” is selected, since in this case, when generating the Summary forecast, the entered data will be lost.
Select from the list "Types of products" in the left area of the screen, a subgroup for whose elements you need to enter data Forecast. Elements of this subgroup will appear on the screen in the right area of the screen, intended for viewing, entering or editing private forecast data. The upper right screen form is intended to view the forecast data of a private forecast, the lower right screen form is intended to fill in the forecast data of a private forecast.
Figure 23
In the upper right part of the screen form, select the type of product for which you want to enter forecast data.
Enter data in value and physical terms for the past, current and forecast years for the selected type of product in the lower right part of the screen form. In this case, data for the forecasted year (by type of product) is entered into the columns according to Justification Methods (Standard, Indexation, Plan, Formula, Other), and then these amounts are automatically reflected in the “Total” column.
When filling out one of the indicators (“Amount” or “Quantity”), the remaining unfilled indicator turns blue (i.e., it indicates a required field. See Figure 24).
Figure 24
Figure 25
Enter forecast data for the “Other” line in the lower right part of the screen form.
The “Price” field in the lower right part of the screen form will be calculated automatically.
For forecast data, you must enter a rationale, a comment, and select a justification method in the appropriate fields (see Figure 23).
Attention! In the lower right area of the screen for product types, the program shows data on permissible price deviations (see Figure 23).
If the price obtained by entering cost and natural indicators does not fall within the price range, then the red color will light up.
All Forecast indicators can be adjusted at any time. To correct incorrect data, double-click the cursor on the edited field and change its value.
Attention! The program automatically checks data when generating a summary forecast and sending data to other organizations. The program checks:
Completeness of setting indicators. For example, if a product has a natural and a cost dimension, but only one of the two values is specified, the system diagnoses an error;
If, when entering data, the value of the summary line is less than the sum of the costs included in this line of product types, the system diagnoses an error.
To force a check of the compiled forecast, run Main menu: Forecast/Data Control. The program will check the forecast data and display a report on the results of the check on the screen. You can save the report by clicking the button in the report viewing window "Save report". If you do not want to save the inspection report after viewing, click the " OK".
More details about this operation can be found in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
5.6.Receiving 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, complete the following sequence of steps.
At the installation stage of 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 subordinate organizations to the directory C:\Program Files\POZ\Forecast\Import
If the files were received by email in archived form, then unzip them and copy them to the C:\Program Files\POZ\Forecast\Import directory
Execute Main menu: Forecast/Receiving Forecast. Hold down the Shift key on your computer keyboard and select necessary files with the names “Forecast_xxx.XML” and click the button "Open". The system will issue a warning “We received a forecast from a subordinate organization for. Download?".
Check again carefully that the files are selected correctly 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 downloading the forecast files in the bookmark "Forecast" you can view and edit data Forecasts subordinate organizations (similar to working with your own Forecast, see clause 5.5).
More details about this operation can be found in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
5.7. Formation of a consolidated procurement forecast
Formation Summary forecast produced on the basis Forecasts received from all subordinate organizations and our own Forecast the organization in question. If the organization in question does not have subordinate organizations, then it should be formed Summary forecast only based on your own forecast.
Make sure your own Forecast of the organization in question is formed in the system. Make sure that data from all subordinate organizations is received and imported into the system.
Run generation Summary forecast. To do this, go to the bookmark "Forecast" and execute Main menu: Forecast/Generation of consolidated forecast.
The program will automatically check the correctness of the data in Forecasts and will provide an information report on the errors made (see Figure 26).
Figure 26
If errors in Summary forecast detected and you want to save the report for analysis and bug fixes, press the button "Save report". If there are errors in Summary forecast not found, click OK.
Make corrections in your own Forecast And Forecasts subordinate organizations using operations similar to those described in clause 5.5 of these instructions. After correcting the errors, regenerate.
To view data Summary forecast in the bookmark "Forecast" select "Summary forecast".
More details about this operation can be found in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
5.8.Generation of 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 “Parameters for the report...” window on the screen (see Figure 27). Ask everything required parameters, and select the Report Form - by recipients of federal budget funds; by subject Russian Federation; by municipalities, and press the button Show.
Note! When setting report parameters, you have the option to include or not include blank rows in the report. By default, empty rows 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 click on the button, a selection dialog is called up from the “Types of Products” directory with the possibility of multiple selection. You can select product items to be included in the report by left-clicking on the checkbox next to the corresponding name.
Figure 27
You can flip through the forecast report page by page, change the scale of its presentation on the screen, and print the report using the “Print” icon on the toolbar.
Using 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 POS. Administrator's Guide" and "AIS POS. User guide".
5.9. Transfer of the consolidated procurement forecast to the consolidating organization
Summary forecast is transmitted to the consolidating organization in the form of a file “Forecast_xxx.XML”, 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 point 4 this manual).
Before transmitting the Consolidated Forecast, it must be generated (see Generating a Consolidated Procurement Forecast).
For transmission Summary forecast to the consolidating organization, complete the following sequence of steps.
Execute Main menu: Forecast/Submit Forecast.
If in forecast errors are detected, the system will generate an error report, display it in the “Submit Forecast” window and issue an information message (see Figure 28). In this case, click the button "No" in the information window, and then the button "Save report" in the “Submit Forecast” window. The program will not send the forecast and will save an error report for analysis and correction.
Analyze the error information, make corrections in private forecasts and resend it (previous step).
Figure 28
If the program does not detect errors in Summary forecast before sending, it will display an information message (see Figure 29). If you want to generate a Summary 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 open window"Sending a forecast." Click OK.
At the installation stage of AIS POZ, the directory C:\Program Files\POZ\Forecast\Export was created.
Make sure that the Forecast file for the consolidating organization is placed in the C:\Program Files\POZ\Forecast\Export directory. Make sure the file you are submitting has the correct name.
Figure 30
For subordinate organizations that do not have email, the files should be placed in the C:\Program Files\POZ\Forecast\Export directory. Next, you need to organize the copying of files onto magnetic media and delivery of them (the media) to the consolidating organization.
For subordinate organizations that have email, a letter must be created and sent to the consolidating organization with an attached summary forecast file in the Microsoft Outlook or Microsoft Outlook Express system.
More details about this operation can be found in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
MINISTRY OF ECONOMIC DEVELOPMENT AND TRADE OF THE RUSSIAN FEDERATION
Automated information system
Formation of a consolidated forecast of purchase volumes
AIS POS
Quick User Guide
Version "Forecast"
1. Introduction 2
2. Installation. Version update. Database backup. Database recovery. 5
3. Launch program 8
4. System setup 10
5. Working with AIS POS 15
1. Introduction
The automated information system “Procurement Volume Forecast” (hereinafter referred to as 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 users of AIS POS, as well as information on installing and configuring the system. Full information information about the system is contained in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
System users
The user of AIS POS must have the following knowledge and skills:
User skills in working with PCs
User skills in working with graphical interface Windows OS
Domain knowledge
AIS POS hardware:
CPU Intel Pentium(or compatible) with clock frequency not lower than 200 MHz on the motherboard, ensuring optimal interaction of the rest of the technical equipment;
RAM of at least 32MB;
an SVGA video adapter that provides 16-bit color display at a resolution of 1024x768;
a monitor capable of displaying 16bit colors in a resolution of 1024x768;
hard drive with capacity free space not less than 20MB;
101 key or Windows-compatible keyboards;
Windows compatible mouse.
System software
Systemic software AIS POS:
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 the capabilities of transmitting information using e-mail, 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 procurement (POZ) are formed by organizations that manage budgetary funds, informationally united in a multi-level network (see Figure 1) headed by the Department of Strategy for Socio-Economic Reforms (DSER) of the Ministry of Economic Development of the Russian Federation. Each organization of this structure is informationally connected with one organization for more than high level(consolidating organization in relation to the one under consideration) and an arbitrary number of lower-level organizations (subordinate organizations in relation to the organization under consideration).
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 AIS POZ, 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 (RNI), which includes the following directories (the name of this directory is given in brackets in the appendix):
Hierarchical directory of product types and price ranges (Product Types);
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 measurement;
Methodology for generating a procurement forecast (Documentation). Represents a set of documents.
Directory of send and receive event types (Send/Receive Event Types)
DSSER prepares a set of reference data for a specific forecast and sends it to budget managers, who in turn transmit 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 forming the next forecast, the DSSER will generate and send it to all organizations new package NSI.
The consolidated forecast is formed by step-by-step summation of data from the forecasts of individual organizations. Thus, the final level organization records its own forecasted purchase volumes in a special form in physical and value terms, broken down by individual types of products in accordance with the “Types of Products” directory of the current forecast. The forecast is then sent to the parent 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 parent (consolidating) organization.
2.Installation. Version update. Database backup. Database recovery.
2.1.Installing the application
To install the application, run Setup_Forecast.exe.
The system will display the screen Installation options(See Figure 2).
Figure 2
Check the box Create a group in the Start menu->Programs, if you want to add the program to the list of programs in the menu Start .
Check the box Create a quick launch icon to create a program icon in the quick launch menu.
Check the box Place an application icon on the desktop– to create a program icon on the desktop.
Click the button Cancel
The system displays the Installation Directory screen (see Figure).
Figure 3
If the system is installed for the first time on this computer, the system installation process will begin.
If the version is being updated, the system will issue a warning that it has detected previous version(see Figure 4).
Select the directory on the disk where you want to install the system using the button View.
Click the button Cancel to cancel the installation of the system.
Click the button Back to return to the previous installation stage.
Click the button Install to install the system.
Figure 4
Click Yes to confirm that you will continue installing the application. The program will begin installing the next version of the AIS software POS. During installation, the database will be converted.
Click the No button to refuse installation
After completing the system installation process, click Close. (see picture)
Figure 5
System installation is complete.
2.2.Copying the database
To protect the AIS POS database from destruction, a backup procedure is used.
Backup must be carried out in accordance with accepted regulations.
The backup procedure includes performing the following actions daily:
Find in the directory where the system was installed (by default this is C:\ Program Files\ Poz\ Forecast) database file POZ. mdb.
Copy the database file to a separate folder as a backup.
2.3.Database recovery
To do this, you need to copy a backup copy of the database file POZ. mdb back to the directory where the system is installed (by default C:\Program Files\Poz\Forecast).
In the event of destruction of the main database, it is possible to restore the state of the data at the time of manual creation of the insurance copy
To restore data used by the Forecast application, you must perform the following steps:
3.Start the program
To launch the program, click the icon on the desktop, or on the quick launch panel or in the menu "Start - Programs".
After launching the application, the main form intended for working in the system is displayed on the screen (see Figure 6).
Figure 6
At the top is the Main Menu of the system, each item of which calls up separate submenus. Please note that in the program name above the main menu, instead of the name of your organization, it says “Unknown organization.” The name will be assigned by the program automatically after receiving the reference data.
Below the main menu, the toolbar contains quick access buttons to the most frequently used commands.
Also located on the toolbar "Forecast panel", intended for selection "Current forecast". Below are three bookmarks.
Bookmark "Directories" is intended for maintaining a list of subordinate organizations (the “Categories and Recipients” directory) and viewing all other forecast directories: Types of products; Units; Conversion factors; Documentation.
Bookmark "Forecast" intended for development Forecast procurement of the organization in question, Forecasts subordinate organizations, as well as Summary forecast.
The “Event Log” tab is intended for recording master data exchange transactions. In addition, in this log you can enter other “events” and record their execution
The view of the main form can be configured by clicking “View” in the main menu. The program will display a list:
Figure 7
By unchecking any of the list items, you will remove its image from the screen.
If necessary, more detailed information about the work of each command, the rules for working with directories and filters can be found in the operational documents “AIS POS. User guide".
The system allows you to search in the “Directory”, “Forecast” and “Event Log” tabs.
To perform a search, you must perform the following sequence of actions:
1. For the “Directories” tab:
Select current forecast;
Click on the “Directories” tab;
Select the directory you are interested in;
Set search parameters in the “Search Panel” (see Figure 6);
Click the “Search” button (see Figure 6).
In this case, you can search in the “Directories” tab:
By name (parts of the name);
By code (part of code) – for those classifiers that use code.
Attention: To search by part of a name or part of a code, you must specify part of the desired name or code in the “Search Panel” (without using any additional characters)
2. For the “Forecast” tab:
Select current forecast;
Click on the “Forecast” tab;
Click the “Search” button.
In this case, you can search in the “Forecast” tab:
By name (part of the name) of the product item;
By code (part of the code) of the product item.
3. For the “Event Log” tab:
Select current forecast;
Click on the “Event Log” tab;
Set search parameters in the “Search Panel”;
Click the “Search” button.
In this case, you can search in the “Event Log” tab by:
The name (part of the name) of the organization.
4.System setup
The system installation program automatically created two directories:
Directory C:\Program Files\POZ\Forecast\Export, where files with master data will be placed for transfer to your subordinate organizations
Directory C:\Program Files\POZ\Forecast\Import, where files with summary procurement forecast data will be placed for transfer to the consolidating organization
To configure the system, follow the following sequence of steps.
In the Main menu, select “File”, in the drop-down menu click “Settings”; 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 initial setup:
Enable or disable the “Automatic recalculation of forecast data” checkbox. This “tick” is responsible for recalculating forecast data when changes or additions are made to it. When the checkbox is enabled, the recalculation of amounts button on the form toolbar becomes inactive. (See Figure 9)
Figure 9
Enable or disable the “Enable transaction 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 “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 click on the “Transport” tab (see Figure 10).
The program will display the Transport window.
Figure 10
Select a data transfer method and click the button Properties(the “Properties” button opens a window for additional settings for the selected transport system, except for “File”).
Sending method "File"
If you have chosen a shipping method File, then when sending data, it will be exported to the master data_recipient_name.xml file. to the directory specified in the system settings. Change the path of the directory in which exported or intended for import data, maybe in the window Settings / Transport tab in the “Path to send” and “Path to receive” fields.
Sending method “Email”
If you have chosen a shipping method Email or Email (SMTP/ POP3) , then when exporting, the data will be automatically sent to selected recipients by email, and the data necessary for import will be sent to the recipient’s email address (do not forget to enter into the system first email addresses sender and recipients).
Email Click the Properties button, having previously positioned the cursor on the entry “ Email".
In the window that appears (see Figure 11), check the “Enable receiving messages” checkbox if you want to automatically receive messages from other organizations participating in the process data exchange, and upload the received information into the system.
This will make the “Incoming message queue polling period” field 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 the presence of incoming electronic messages (containing master 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.
Sending method “Email (SMTP/ POP3)"
Attention! If it is not possible to use applicationsMicrosoft Office Outlookconstantly, it is recommended to use the protocol (SMTP/ POP3).
To configure the transport module Email (SMTP/ POP3) Click the Properties button, having previously positioned the cursor on the entry “ Email (SMTP/ POP3)".
Setting up SMTP/POP3 for receiving/sending messages is explained in the following example. Let's assume that the user's domain is registered and working.
Let's assume that upon registration, the user received the following data:
USERNAME: e_rodina
PASSWORD: secretkey
Email address: e_rodina@
Settings for SMTP/POP3
Incoming message server (POP3):
Outgoing message server (SMTP):
Inbox account: e_rodina
Outgoing message account: e_rodina@
Password: secretkey
Check the “Remember Password” checkbox to have the system remember the password.
In the window that appears (see Figure 12) on the tab Outgoing messages enter the name of the outgoing message server (SMTP), check the “User authentication” checkbox if you need to verify 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
On the bookmark Incoming messages(see Figure 13) check the “Enable receiving messages” checkbox 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 Message Server Name (POP3), name account and password
MINISTRY OF ECONOMIC DEVELOPMENT AND TRADE OF THE RUSSIAN FEDERATION
Automated Information system
Formation of a consolidated forecast of purchase volumes
AIS POS
Quick User Guide
Version "Forecast"
2. Installation. Version update. Backup Database. Database recovery. 5
3. Launch program 8
4. System setup 10
5. Working with AIS POS 15
1. Introduction
The automated information system “Procurement Volume Forecast” (hereinafter referred to as 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 POS users, as well as information on installing and configuring the system. Full information about the system is contained in the operational documents “AIS POS. Administrator's Guide" and "AIS POS. User guide".
System users
The user of AIS POS must have the following knowledge and skills:
User skills in working with PCs
User skills in working with the graphical interface of Windows OS
Domain knowledge
AIS POS hardware:
Intel processor Pentium (or compatible) with a clock frequency of at least 200 MHz on a motherboard that ensures optimal interaction of the rest of the technical equipment;
RAM of at least 32MB;
an SVGA video adapter that provides 16-bit color display at a resolution of 1024x768;
a monitor capable of displaying 16bit colors in a resolution of 1024x768;
hard drive with at least 20MB of free space;
CD-ROM;
101 key or Windows-compatible keyboards;
Windows compatible mouse.
System software AIS POS:
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 the capabilities of transmitting information using e-mail, you must have one of the following programs preinstalled:
Microsoft Outlook
or Microsoft Outlook Express
Forecasts of the volumes of state and municipal procurement (POZ) are formed by organizations that manage budgetary funds, informationally united in a multi-level network (see Figure 1) headed by the Department of Strategy for Socio-Economic Reforms (DSER) of the Ministry of Economic Development of the Russian Federation. Each organization of this structure is informationally connected with one organization of a higher level (consolidating organization in relation to the organization under consideration) and an arbitrary number of organizations of a lower level (subordinate organizations in relation to the organization in question).
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 AIS POZ, 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 (RNI), which includes the following directories (the name of this directory is given in brackets in the appendix):
Hierarchical directory of product types and price ranges (Product Types);
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 measurement;
Methodology for generating a procurement forecast (Documentation). Represents a set of documents.
Mailing list directory (mailing list)
Directory of send and receive event types (Send/Receive Event Types)
The consolidated forecast is formed by step-by-step summation of data from the forecasts of individual organizations. Thus, the final level organization records its own forecasted purchase volumes in a special form in physical and value terms, broken down by individual types of products in accordance with the “Types of Products” directory of the current forecast. The forecast is then sent to the parent 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 parent (consolidating) organization.