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Line Item Detail

Details

 

The Line Item Detail report is similar to our Proposal reports. The major difference is that Accessories are not kept with the "parent" item and Packages do not display on the report, i.e. the Items in a Package display but not grouped as a Package.

 

Definitions

 

The Line Item Detail report has the following default Report Definitions:

 

 

This report can have up to three levels of groupings. For example, you could create a Report Definition that groups "By Location By System By Category".

Layout and Fields

Body

 

In the body of the report, there is a page header graphic and a group header graphic for the first grouping. The colors of these can be changed via Report Themes. In the image below, the report was run "By Location".

 

 

The fields that print for each item are: Quantity, Manufacturer, Model, Description, and Price.

 

At the end of each grouping, there is a subtotal.In the image below, the report was run "By Location".

 

 

At the end of the last grouping there is a Project Subtotal.

 

 

If you are using Miscellaneous Items they will list after the Project Subtotal:

 

 

Project Summary

 

The last page of Proposal reports, by default, list the totals for Equipment, Labor, Tax, and then Grand Total.

 

 

If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:

 

 

If you are using Price Adjustments, these will display in the Project Summary. You can change the wording of each of these fields via Report Settings.

 

 

You can choose to break your labor out by Phase via a setting in the Report Definition. Each Phase will list on separate lines, and if using the Management and Design fields on your Phases, they will be combined into one line item each with the totals from each Phase.

 

 

If you use the Discount field for Products within a Project, by default they will not show here in the Project Summary section. You can choose to display the discount here via a setting in the Report Definition. You can change the wording this field via Report Settings.

 

 

You can choose to separate Sales Tax from your Labor Sales Tax via the Report Settings. You can also change the wording of these fields via Report Settings.

 

 

Below the Project Summary section, there are signature lines:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Line_Item_Detail/signature_lines.jpg

Page Footer

 

The Page footer contains the following fields: the Project Name, Project Number, Revision Number, Date, and Page Number.

 

 

Line Item Detail (Install Price)

 

 

This report is the same as above except that the line item pricing will be the Installation Price. Installation Price is the Price + Labor + any Price Adjustments.

Last modified
13:08, 22 Jun 2017

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