dtechy1

That's good. I have noticed on a couple of mine that after the tranfer to Estimate, the grand total stays the same but the GST and PST (Canadian taxes) have changed. Is that part of the bug too?

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Daryl
Clear Tech Audio

TouchToBegin

Originally Posted by NareshN

Ths bug has been identified and will be fixed in the next SP3 release.

I have installed SP3 and still the calculations are incorrect. My rates are correct, but the markups are wrong leaving me with a wrong total. Whats the deal? Need an answer and a fix yesterday.

TouchToBegin

Originally Posted by TouchToBegin

I have installed SP3 and still the calculations are incorrect. My rates are correct, but the markups are wrong leaving me with a wrong total. Whats the deal? Need an answer and a fix yesterday.

There is definitely something wrong with my transfered quickbooks numbers. The markup ends up being in dollars instead of percent. The numbers are all off. Every step of the way is a brick wall.

TouchToBegin

So the problem seem to be that when items are linked to QB that they are only using Price Level A. I named this Price Level Retail, which is fine because Cost is right, and Sale is right. However, when I push items from jobs over to a new estimate, Price Level A is used even if Price Leve B is what is being used in the D-Tools project. Is this a bug or am I doing something wrong?

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Boy do I feel like a tool.

TouchToBegin

I also am finding that line items have Misc. Cost and Equip +/- factored in. I don't remember it being like this in the initial release. Why would I want this to appear like this in quickbooks? Is there away to stop that from calculating and print the adjustments at the bottom of the estimate?

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Boy do I feel like a tool.

TouchToBegin

Originally Posted by TouchToBegin

I also am finding that line items have Misc. Cost and Equip +/- factored in. I don't remember it being like this in the initial release. Why would I want this to appear like this in quickbooks? Is there away to stop that from calculating and print the adjustments at the bottom of the estimate?

Simple check box to change...

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Boy do I feel like a tool.

TouchToBegin

I've got all the pricing straightened out, yet the sales tax is off.
If picked through everything to make sure I'm not missing anything. I found an item in the project that was set to non-taxable. I took this into account.
When I perform the same calculations that I would think D-Tools is performing, the end result is off by $1.02.

It seems that a non taxable item is throwing off the calculation because when I set it to taxable the tax is estimated properly. Shouldn't the non-taxable items price be removed from the total equipment price before tax is applied? So (Total Equipment Price - Non Taxable Items Price + Total Misc. Parts + Total Equipment Adjustment) * Tax Rate would be the right equation.
I don't think its performing this way.

__________________
Boy do I feel like a tool.

TouchToBegin

Originally Posted by TouchToBegin

I've got all the pricing straightened out, yet the sales tax is off. If picked through everything to make sure I'm not missing anything. I found an item in the project that was set to non-taxable. I took this into account. When I perform the same calculations that I would think D-Tools is performing, the end result is off by $1.02. It seems that a non taxable item is throwing off the calculation because when I set it to taxable the tax is estimated properly. Shouldn't the non-taxable items price be removed from the total equipment price before tax is applied? So (Total Equipment Price - Non Taxable Items Price + Total Misc. Parts + Total Equipment Adjustment) * Tax Rate would be the right equation. I don't think its performing this way.

I've tried this on another job and the calculation error is the same.

__________________
Boy do I feel like a tool.

TouchToBegin

Originally Posted by TouchToBegin

I've got all the pricing straightened out, yet the sales tax is off. If picked through everything to make sure I'm not missing anything. I found an item in the project that was set to non-taxable. I took this into account. When I perform the same calculations that I would think D-Tools is performing, the end result is off by $1.02. It seems that a non taxable item is throwing off the calculation because when I set it to taxable the tax is estimated properly. Shouldn't the non-taxable items price be removed from the total equipment price before tax is applied? So (Total Equipment Price - Non Taxable Items Price + Total Misc. Parts + Total Equipment Adjustment) * Tax Rate would be the right equation. I don't think its performing this way.

Bump

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Boy do I feel like a tool.

Reed Phillips

I would add "Taxable" to the columns of the PDM and view without grouping. Non-Taxable items should be very obvious.

Your math seems correct assuming you do not tax labor. What type of Item is Non-Taxable? Should it be a Misc Cost? Just a thought.

Which Tax Scheme are you using? Standard (US), Canadian...

-reed

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Reed Phillips