Reindexation
When index numbers are changed, Planon may need to reindex a large number of related contract lines.
How reindexation is handled depends on:
• the Automatic reindexation? setting on each contract line, and
• whether reindexation is processed in the foreground or in the background.
Automatic reindexation
Each contract line has an Automatic reindexation? setting that determines whether indexed amounts are reindexed automatically when index numbers change. You can change this setting at any time.
• Yes (default): Indexed amounts are recalculated automatically when index numbers change.
• No: Indexed amounts are not recalculated automatically. The contract line is marked as Decide on reindexation.
When a contract line is marked as Decide on reindexation, Planon:
◦ sets the Reindexation date,
◦ calculates the Impact on reindexation, and
◦ shows the financial effect of reindexation compared to the current indexed amount.
Based on this information, the contract manager can decide to:
◦ Reindex – apply the updated indexed amount, or
◦ Skip reindexation – keep the existing amount.
Processing reindexation
When an index number is changed in Supporting data , Planon asks how reindexation should be processed: in the foreground or in the background.
Foreground reindexation
• All related contract lines are reindexed immediately.
• The system is blocked during the process.
• If one contract line cannot be reindexed, the entire change is canceled and no updates are applied.
Background reindexation
• The contract lines that require reindexation are processed in small batches and reindexed per batch. You can continue working while reindexation is running.
• If a contract line cannot be reindexed, it is marked via the
Decide on reindexation field, which then has the value
Error on reindexation. See
Monitoring background reindexation results. The
Error on reindexation status will always be displayed for failed reindexations, not only when
Automatic reindexation is set to
Yes.
Monitoring background reindexation results
The results of background reindexation can be viewed in Supporting data > Index groups > Indexation number logs. Detailed results are recorded in log files.
If one or more contract lines cannot be reindexed, they are listed in the log and marked with Error on reindexation. While a contract line is marked with this status, no further changes can be made until the contract manager resolves the issue. The contract manager can filter contract lines with this status and decide how to handle each individual contract line by choosing to:
• reindex the contract line, or
• skip reindexation.
Once all contract lines have either been successfully reindexed or marked via Decide on reindexation, the updated index number is saved.
Completing reindexation
When all contract lines are either:
• successfully reindexed, or
• reviewed and handled by the contract manager,
the updated index number is saved.
Completed changes are not undone if some contract lines were skipped.