Payment Schedule - Grand Total - D-Tools Forum

Mauricio · 09-13-2007, 12:28 PM

Is there a way for the Payment Schedule to show the Grand Total of the job?

I need to delete the phases because our clients get confused and they make payments according to the phases not the payment schedule.

RandyB · 09-20-2007, 12:10 AM

Originally Posted by Mauricio

Is there a way for the Payment Schedule to show the Grand Total of the job?

I need to delete the phases because our clients get confused and they make payments according to the phases not the payment schedule.

Here's how to modify the Contract report to suit your needs (I'm guessing that's the one you're interested in):

1. Create a custom copy of the "Contract Payment" subreport in the Report Designer
2. Expand the Report Footer 1 area (at the bottom)
3. Add a "Grand Total" label, a line, and a text box to the Report Footer 1 area. Line these up as desired.

4. Highlight the text box, go to the Properties, and change the (Name) value to txtGrandTotal
5. Click on the Script tab
6. Select Object=ReportFooter1 and Event=Format from the dropdown menus
7. Add this to the line to the line below Sub ReportFooter1_Format:

ReportUtilities.SetTextboxValue(rpt, "ReportFooter1", "txtGrandTotal", ReportUtilities.TotalProjectPriceNoFilter())

NOTE: Steps 4-7 can be used to add the Grand Total to any report you wish. Just replace "ReportFooter1" and "txtGrandTotal" with the names of the subsection and textbox relevant to that report.

8. Publish your custom Contract Payment subreport

9. Create a custom version of the Contract report
10. In the Detail1 section, delete the second object down (subPhases) or just mark the Visible property to False. This will hide the Phase subreport.
11. In the Detail1 section, right-click on the third object down (subPayment) and select "Bind to D-Tools Report"
12. Select your custom Contract Payment report from the list.
13. Publish your custom Contract report

Click on this link to download the resulting .zip file, which can save to your hard drive (do not unzip) and import into the Reporting Center:

Contract without Phases

If this doesn't do the trick, hopefully you can use the steps above to reproduce.

Randy Bownds
Program Manager
D-Tools, Inc.
1850 Gateway Blvd
Suite 1060
Concord, CA 94520
http://www.d-tools.com/

09-20-2007, 01:08 AM

Originally Posted by RandyB

Here's how to modify the Contract report to suit your needs (I'm guessing that's the one you're interested in):

1. Create a custom copy of the "Contract Payment" subreport in the Report Designer
2. Expand the Report Footer 1 area (at the bottom)
3. Add a "Grand Total" label, a line, and a text box to the Report Footer 1 area. Line these up as desired.

4. Highlight the text box, go to the Properties, and change the (Name) value to txtGrandTotal
5. Click on the Script tab
6. Select Object=ReportFooter1 and Event=Format from the dropdown menus
7. Add this to the line to the line below Sub ReportFooter1_Format:

ReportUtilities.SetTextboxValue(rpt, "ReportFooter1", "txtGrandTotal", ReportUtilities.TotalProjectPriceNoFilter())

NOTE: Steps 4-7 can be used to add the Grand Total to any report you wish. Just replace "ReportFooter1" and "txtGrandTotal" with the names of the subsection and textbox relevant to that report.

8. Publish your custom Contract Payment subreport

9. Create a custom version of the Contract report
10. In the Detail1 section, delete the second object down (subPhases) or just mark the Visible property to False. This will hide the Phase subreport.
11. In the Detail1 section, right-click on the third object down (subPayment) and select "Bind to D-Tools Report"
12. Select your custom Contract Payment report from the list.
13. Publish your custom Contract report

Click on this link to download the resulting .zip file, which can save to your hard drive (do not unzip) and import into the Reporting Center:

Contract without Phases

If this doesn't do the trick, hopefully you can use the steps above to reproduce.

Randy Bownds
Program Manager
D-Tools, Inc.
1850 Gateway Blvd
Suite 1060
Concord, CA 94520
http://www.d-tools.com/

Bookmarking this... GOOD STUFF!!

09-20-2007, 02:57 PM

The current release does not filter the contract payments based on the filters fed to the report. This will be corrected in the next SP. Once the SP has been released, the instructions Randy outlined above will change slightly, but are perfect given the current release.

Because of this current limitation, the downloadable report that Randy created (link above) does not support filtering (you won't see the "Run Report With Filters" menu in the UI.

-R

Mauricio · 09-24-2007, 08:02 PM

Thanks!!! This is great!!!!!