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Line Item Detail

Line Item Detail

 

The Line Item Detail report in SI5.5 ignores all package and accessory groupings and lists a line item for every product in the project based on the report grouping chosen. By default, there are two Report Definitions for this report but you can create your own and have up to three grouping levels. To change the Parameters of a report, right-click the report Definition and choose “Edit Report Definition”.
 

File:Si5Wiki/SI5/10Reports/01List_of_Reports/Client_Reports/Line_Item_Detail/line_item_definitions.jpg

Contents of Report

lid top of report.jpg

 

The Header has a graphic and a text box with the words “Line Item Detail”.

  1. At the top of the report on the first page will display: you company logo and address information (pulled from the Setup tab), the project name and client information (pulls from the Project Information), and Modified date and Revision fields.

 

lid body of report.jpg

 

  1. Grouping. Proposal reports can be grouped up to three levels deep. In the image above, this is report is only grouped to one level – By Location. When grouping by Location or by Zone, the descriptions for the locations/zones display as well.
  2. Line Item.  A quantity, Manufacturer name, Model number, description, and price (Unit Price x quantity) display for line items by default. The quantity of products shown is the total within the grouping. For Wire and Cable assigned to the “Rough-In” Phase, the quantity is feet or meters depending on your measurement unit settings. For more information on how Wire and Cable works in SI5, see this post. 
  3. Group Subtotal Price
 
On the second to last page of the Proposal you have a project subtotal and Misc Costs:
 

lid second to last page.jpg

 
 
  1. Project Subtotal
  2. Miscellaneous Costs. If you have entered Misc Costs for a project, they will list at the end of the report after the Project Subtotal. These values are not taxed.
 
The last page of a Proposal report has the Project Summary which happens to be a subreport named “Project Summary Detail”.
 

lid project summary.jpg

 
 
  1. Project Summary. How labor is displayed here varies on the Parameters you have chosen, but by default it is one line item vs. a breakdown of labor by Phase. See this post for information on editing the project summary subreport. 
  2. Signature lines. The Client name actually pulls from the Project Contact Name field.
Last modified
15:32, 26 Nov 2013

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