What Are "Expired Items"?
- Alex Skrivseth
Summary
Things like options, building models, building designs, etc can become expired when pricing or other important data changes. Whenever an item expires in The Shed App, there is a new item created that is a copy of the original with the changes applied. The expired item remains associated with the original quotes and/or buildings allowing that data to remain unaffected.
This article is intended to explain why and when items will expire in The Shed App.
Why Expire Items?
It can seem inconvenient for sales users when a Quote has “expired items”. However, when a user encounters “expired items” this means that changes have been made in the product catalog that prevent that same product from being sold as it was originally quoted. The intention of “expired items” is to ensure that only items with the most current information are used on an order. For example, if a price for an option is changed, only orders that have the most current pricing are able to be sold in the order form.
They also serve the purpose of ensuring historical product data is preserved for accurate reporting.
When do Items Become Expired?
Not all changes will cause items to expire. Below we will outline which changes will cause an item to expire. Keep in mind that some items will be associated with many other items. This means changes to one item may trigger many items to expire at the same time. An example would be changing the price of an option that is added to many building designs. This would cause the following:
The original option will expire.
A new option will be created in its place with the price change.
The new option will be identical to the old option, only with the price change.
All original building designs associated with the original option will expire.
New building designs will be created and associated with the new option.
The new building designs will be identical to the old building designs, only with an updated association to the new option with the updated price.
Styles (Building Model Category)
Styles can be updated by navigating to System > Categories > Building Style. Changes to the following fields will cause the style to expire and a new one to be created in its place.
Name
3D Model
Shortcode
Changes to styles that cause them to expire may have cascading effects to associated building models and building designs.
Building Model
Building models can be updated by navigating to System > Catalogs > Building Models. Changes to the following fields will cause the building model to expire and a new one to be created in its place.
Width
Length
Wall Height
Name
Shell Price
Basis Price
Changes to building models that cause them to expire may have cascading effects to associated building designs.
Building Design Category
Building designs categories can be updated by navigating to System > Categories > Building Designs. Changes to the following fields will cause the building model to expire and a new one to be created in its place.
Name
Shortcode
Changes to building design categories that cause them to expire may have cascading effects to associated building designs.
Building Design
Building designs can be updated by navigating to System > Catalog > Building Designs. Changes to the following fields will cause the building model to expire and a new one to be created in its place.
Name
Building Model ID
Category ID
Changing Options
Options
Options can be updated by navigating to System > Catalog > Options. Changes to the following fields will cause the building model to expire and a new one to be created in its place
Name
Unit Price
Basis Price
Material ID
Changes to options that cause them to expire may have cascading effects to associated building designs and other buildings that contain the option.
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