Originally Posted by slemay
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KEVIN - to answer your questions: 1) Neither - I just want to show a flat discount across the board - I don't want to show it as a discount on labor etc... as discounts on line items are too easily lost in the proposal. I want it to show up in the end. 2) Labor is only showed at the end in the summary (we use the INSTALLED PRICE proposals). 3) No.
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Hmmm....
When you discount, the money has to leave from somewhere in order for accounting, job costing, and available hours to do the work to all line up.
This all comes down to keeping the management reports for hours by phase and gross profit by phase accurate and not misleading.
Since you are ambivolent about where the money comes from, let's leave labor out of it so that you do not have to fight with having less hours via dollars than your hours reports and work orders tell you you have.
My assumption here is that you want to do more with D-Tools than just create proposals and drawings.
That being said, it's really important and benficial to the management of your business to do this in a way that works with the numbers and hours, sales tax is an issue too!
So here is my solution:
Add a phase in setup called 'DISCOUNTS' and check the box 'Ignore Project Defaults for this Phase'
Create a Zone in your Zones list within Setup called 'DISCOUNTS'
Create a Category in your Category list within MMPD/Administration called 'DISCOUNTS' and make it an 'Equipment Type' Category
In MMPD, create a new item where:
CAT = DISCOUNTS
TYPE = PROJECT
MFG = YOUR COMPANY NAME
MODEL = PREFERED CUSTOMER DISCOUNT
DESCRIPTION = "Because I love you so much my dear customer, I bequeath to you this golden discount, cherish it, and know I am yours forever"
Unit Cost = 0
Unit Price = 0
Phase = DISCOUNTS
Now add this new item to your project, in the zone 'DISCOUNTS' and to any location, or even create a location called Discounts and you can position that at the end of the project location list so it appears at the end of the proposal.
When your are prompted that there is no price for the item, correct the unit price with a negative number which is your discount!
Remember that Sales tax will be affected too (this is a good thing!) so your total discount will be more than your negative entry, but that will come out of the sales tax at the end of the proposal report.
What's really nice about all this, is the discount is not only clearly apparent in your Proposal, but it is also a stand out in all your financial reports, it does not become a global adjustment that lives on through future changes to the project, it covers the sales tax issue, and can be pushed into a sales order and make it over to Quickbooks - BRILLIANT!
I like this so much, I am going to add it to our STARTER MASTERTABLE
http://www.processdsg.com/products.php
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