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Proposal with Images (Ignore Optional price value, Install Price)

Proposal with Images (Ignore Optional price value, Install Price)

 

This report was created based on this thread on the D-Tools Forum.
 
The request was to create a way to add optional products to a project. The product will display on the report with its price, but the price of the product will not be calculated in the Group Total, Project Subtotal, or the Grand Total.
 
To accomplish this, we used CustomProperty5 for to allow you to mark products as “optional”.   The trigger is to put a capital Y in the field as shown below:
 

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/Y.jpg

 

You can name your Custom Properties in the Manage My Product Data (MMPD) interface via Administration->Custom Properties:

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/customproperty5.jpg

Scenario One

 

In the project below, the Install Price of Product A is $100 and the Install Price of Product B is $98. Product B is marked as “optional”. 

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario1a.jpg

 

On the report you will see the following (showing Group Total and Project Subtotal):

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario1b.jpg

Scenario Two

 

In the project below, the Install Price of Product A is $100 and the Install Price of Product B is $98. Product B is marked as “optional”. This time, Product B is an accessory of Product A:

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario2a.jpg

 

On the report you will see the following (showing Group Total and Project Subtotal):

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario2b.jpg

Scenario Three

 

In the project below, the Install Price of Product A is $100 and the Install Price of Product B is $98 and the Install Price of Product C is $50. Product B is marked as “optional”. Product B and Product C are both accessories of Product A:

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario3a.jpg

 

On the report you will see the following (showing Group Total and Project Subtotal):

File:Si5Wiki/SI5/10Reports/zAdditional_Reports/Proposal_with_Images_(Ignore_Optional_price_value,_Install_Price)/scenario3b.jpg

 

You can download a "non-Install Price" version here: Proposal w Images (Ignore Optional price value)

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Last modified
15:59, 26 Nov 2013

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