jdhone

I am trying to create a custom proposal report with "options." The idea is to be able to create a "base package" as one Sub-System or zone, and then create more Sub-Systems that would be upgrade options or add-ons. The last page would be a form to manually fill in a total with all of the selected items instead of the grpSummanyDetail and acceptance. I have come close to creating the report, but cannot quite get it to where I want.

I have been modifying the "Install Price" report(s) and running it to sort by Zone only. This gives me the Zone description and then lists all of the items that are to be placed in that zone. At the end of the items for each Zone I would like to insert an acceptance form for the client to initial for the upgrades or add-ons. I can get the form to insert after the each Zone Description, after EACH of the items in a zone, or at the very end of the report in the SummaryDetail Section, but not at the end of the items for each of the zones. I have tried placing the form in each of the GrpFooters and the grpSub Total, but it does not show up when I run the report.

Any suggestions would be greatly appreciated. I think it will be a pretty cool reposrt once completed. I would be willing to share if anyone can help.

Thanks!

RickC

Originally Posted by jdhone

I have been modifying the "Install Price" report(s) and running it to sort by Zone only. This gives me the Zone description and then lists all of the items that are to be placed in that zone. At the end of the items for each Zone I would like to insert an acceptance form for the client to initial for the upgrades or add-ons. I can get the form to insert after the each Zone Description, after EACH of the items in a zone, or at the very end of the report in the SummaryDetail Section, but not at the end of the items for each of the zones. I have tried placing the form in each of the GrpFooters and the grpSub Total, but it does not show up when I run the report. Thanks!

If you're using one of the Proposals as a base, then the report layout should have a number of sections grpDynamicheader1, grpDynamicHeader2, etc...

When you run by Zone, then the data is sorted by zone and the grpDynamicHeader1 section has it's Datafield property set to Zone so the groups are created. This section has a sibling footer section called grpDynamicFooter1. If you add your signature fields to this section, they should generate at the bottom of every Zone section of the report.

Hope this helps.

-R

jdhone

Originally Posted by RickC

If you're using one of the Proposals as a base, then the report layout should have a number of sections grpDynamicheader1, grpDynamicHeader2, etc... When you run by Zone, then the data is sorted by zone and the grpDynamicHeader1 section has it's Datafield property set to Zone so the groups are created. This section has a sibling footer section called grpDynamicFooter1. If you add your signature fields to this section, they should generate at the bottom of every Zone section of the report. Hope this helps. -R

I ended up trying the "Proposal With Images (Install Price)" report again and it worked; I got my acceptance form to populate where the subtotal for grpDynamicFooter1 is listed. Still, for some reason on the "Proposal w/Graphics (Install Price)" report, nothing listed in the grpDynamicFooter's show up, including the subtotal that was designed into the original report. You might want to try it yourself to see if it is a bug in the report that has simply been overlooked or gone unnoticed until now.

Anyway, I have been working on some new graphics, contract rtf's etc. for my new report now that I can get it to populate the way I want. The only other question I have is, is there anyway to change the way "installed price" is calculated? I would like to add sales tax into the equation, but cannot seem to figure it out. As of right now, I have simply added sales tax to each section, but would like to just have the installed price be the equipment, plus labor, plus sales tax.

Thank you!

RickC

Originally Posted by jdhone

The only other question I have is, is there anyway to change the way "installed price" is calculated? I would like to add sales tax into the equation, but cannot seem to figure it out. As of right now, I have simply added sales tax to each section, but would like to just have the installed price be the equipment, plus labor, plus sales tax. Thank you!

In the script, select the the DataInitialize event of the ActiveReport and add the following line:

Code:

rpt.Fields.Add("totPrice")

In the FetchData event of the ActiveReport:

Code:

rpt.Fields("totPrice").Value = ReportUtilities.TotalItemPrice(rpt)

This helper method returns an items installationprice + tax

Then, in your report, bind your textbox datafield properties to the "totPrice" field.

Couple of points on Tax...

The raw tax amount on a per item basis is not rounded so it may go out to the nth decimal place. This is because tax should always be calculated on the total of the taxable amount and then rounded, not rounded on a per item basis.

You can imply the rounding by ensuring the OutputFormat of the bound textbox control is set to "C" (no quotes, just the letter). This applies a currency format to the value bound to the textbox control.

Also, while when using SI with the "Standard" tax setting, there is only one tax entry calculated "Sales Tax", but when using "Canada" as your tax setting, there are entries for the PST and GST amounts. The helper function adds all these up for you.

Hope this helps.

-R

jdhone

Rick,

Thank you for your responses to my thread about a custom proposal with options. Mayber I'm stupid, but my problem now is that I don't know how to view the script for the active report and edit the script as you have described above. If you could give me a little more detail, I would appreciate it.


ALSO, will this change the calculation for all reports, or just this one?

Thank you,

RickC

Originally Posted by jdhone

Rick, Thank you for your responses to my thread about a custom proposal with options. Mayber I'm stupid, but my problem now is that I don't know how to view the script for the active report and edit the script as you have described above. If you could give me a little more detail, I would appreciate it. ALSO, will this change the calculation for all reports, or just this one? Thank you,

Nope, your're not stupid.

I just made some assumptions...

There's a link in our documentation:
Custom Reporting Documents

direct link here:
Adding Calculated Fields To A Report

which discusses the details of adding calculated fields to reports.

Check that out and see if it doesn't clarify things.

-R

c-me

Wow! I have skipped that part of my "to do" list because I didn't think there was anyway I could figure out how to make such a report. Now, after reading this thread I can just cross it off the list because that is definitely over my head!

Way to go for figuring it out! Maybe D-tools should just add a few more reports that could include some reports like this . Save some of us who don't see that far past the basic adjustments .

slemay

I'd REALLY REALLY love some way to have an "options add-on" report or something that doesn't add to the bottom line, but shows the customer he can upgrade stuff for XXX dollars etc... etc...

Currently we put a room into the project called "OPTIONS" - and then discount it at the end... it's a bit confusing - but it's the best we could come up with (read: easiest we could come up with).

Memphix

Have you thought about using revisions for your options? Read up on them, I *think* they might help you out.

Memphix

RickC,

Is there a document that shows what other fields are available like TotalItemPrice? or can this be found in the Data Explorer somewhere?

To spell out the textbox properties from RickC's help above:
(Name) txttotPrice
DataField totPrice
OutputFormat C

I've inserted the tax amount before that total. Just drag and drop "dtr:Total" onto the page found in the Data Explorer here:

+dtr:ProjectTaxes
+dtr: ProjectTax
-dtr: Description
-dtr: Labor
-dtr: Equipment
-dtr: Total

and format it by putting "C" in its OutputFormat field within Properties.