05-20-2008, 06:55 PM
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#1 (permalink)
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Member
Join Date: Jan 2007
Posts: 55
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Labor Not Showing in Line Item Detail
I have a project trying to create a report for, i indicate in the report definitions to show labor items. It does, but it does not show the labor dollar amount. See attached. I created a labor item for 1000, it shows in line description as $0.00, but in subtotal as 1000. not good. I need to show the labor because it summarizes at the end and the client wants to see the additional labor costs. Imagine 10 different rooms with this as an issue.
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05-21-2008, 02:33 PM
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#2 (permalink)
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Member
Join Date: Mar 2006
Location: Earth
Posts: 62
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Is your Category set as "Labor"?
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05-30-2008, 08:40 PM
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#3 (permalink)
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Guest
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Originally Posted by Gurkha
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I have a project trying to create a report for, i indicate in the report definitions to show labor items. It does, but it does not show the labor dollar amount. See attached. I created a labor item for 1000, it shows in line description as $0.00, but in subtotal as 1000. not good. I need to show the labor because it summarizes at the end and the client wants to see the additional labor costs. Imagine 10 different rooms with this as an issue.
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The price of an item is based on the following components:
Item Price (unit price or unit price times wirelength if bulk wire)
Equip +/-
Misc Parts
Install Labor
Misc Labor
Mgt Labor
Design Labor
All these added together equal the install price
A Labor "Product" is a bit of a exception as it's Item Price gets shifted to the Install Labor field as it is totalled from a summary perspective within the context of the projects labor totals not the product/equipment totals.
Because of this, reports that show the Item price as opposed to the Install Price will show $0.00 for Labor "products". This is the one of the key reasons the "Show Labor Items?" parameter is on the proposal and line item reports.
Hopefully this clarifies the issue.
-R
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06-19-2008, 06:51 PM
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#4 (permalink)
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Certified Partner
Join Date: Mar 2006
Posts: 364
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Stumbling over this same issue here.
If the check box 'show labor line items' is checked in the parameters and shows the labor line item, why then does the line show no price and the sub-total for installation still show $0?
See attachment
__________________
Kevin Mikelonis
Process Dealer Services Group
D-Tools Certified Partner
PO Box 3443
Paso Robles, Ca
805.275.2308
www.processdsg.com
info@processdsg.com
Stuff That Works
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06-19-2008, 10:06 PM
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#5 (permalink)
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Certified Partner
Join Date: Mar 2006
Posts: 364
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Works in SI4...See Attached
?
Is a custom report now required to make what was once a standard feature, or am I missing something in the report definitions?
__________________
Kevin Mikelonis
Process Dealer Services Group
D-Tools Certified Partner
PO Box 3443
Paso Robles, Ca
805.275.2308
www.processdsg.com
info@processdsg.com
Stuff That Works
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06-20-2008, 10:52 PM
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#6 (permalink)
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Program Manager
Join Date: Mar 2006
Location: Concord, CA
Posts: 353
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Line Item Detail (Installed Price)
Originally Posted by Gurkha
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I have a project trying to create a report for, i indicate in the report definitions to show labor items. It does, but it does not show the labor dollar amount. See attached. I created a labor item for 1000, it shows in line description as $0.00, but in subtotal as 1000. not good. I need to show the labor because it summarizes at the end and the client wants to see the additional labor costs. Imagine 10 different rooms with this as an issue.
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The reason for this is that the Line Item Detail report only shows list price (see Rick C's explanation). Labor items have an installed price but no list price.
The easy solution is to convert this report to show installed price using a custom report. If you're interesting in seeing how, see this link: http://downloads.d-tools.com/si5/rep...lled_price.htm
I did this for everyone and added to the list of free reports available for download. It is called Line Item Detail (Installed Price), and I have attached it to this thread, or it can be downloaded here:
http://downloads.d-tools.com/SI5/reports/Proposals/Line_Item_Detail_Installed.zip
If you import this custom report and run it, it will show the installed price for all line items, including labor items.
- Randy
Last edited by RandyB; 06-20-2008 at 10:58 PM.
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06-20-2008, 11:03 PM
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#7 (permalink)
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Program Manager
Join Date: Mar 2006
Location: Concord, CA
Posts: 353
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Originally Posted by Kevin Mikelonis
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Is a custom report now required to make what was once a standard feature, or am I missing something in the report definitions?
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Kevin,
I am wondering if you are running the correct report. A Proposal report will work the way you have observed, showing the list price for equipment and no price at all for labor.
On the other hand, a Proposal (Install Price) report will show the installed price for each line item, including labor items. It is the Proposal (Installed Price) report that you want to run. This is the correct way to do this in SI5 vs. the SI4 method of checking a checkbox.
It is very easy to convert a list price report into an installed price report by following the instructions laid out here: http://downloads.d-tools.com/si5/rep...lled_price.htm
However, in this case, you don't need to do this, since the Proposal (Install Price) is already available.
Randy
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06-21-2008, 03:12 AM
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#8 (permalink)
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Certified Partner
Join Date: Mar 2006
Posts: 364
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Thanks Randy!
I needed another set of eyes to help me out.
Now I should have known this, it was a separate format in SI4 as well, and I even ran this project in SI4 to show myself the report existed and would do what we wanted.
Sometimes you look at something so long on one day and you cannot see what you are looking for!
When you gave me the name of the report, I opened up my reporting center and there it was – plain as day.
We get older!
Thanks LOADS for looking!
__________________
Kevin Mikelonis
Process Dealer Services Group
D-Tools Certified Partner
PO Box 3443
Paso Robles, Ca
805.275.2308
www.processdsg.com
info@processdsg.com
Stuff That Works
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10-10-2008, 12:11 AM
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#9 (permalink)
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Senior Member
Join Date: Mar 2006
Location: Novato (20 miles north of San Francisco)
Posts: 445
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I have been struggling with this issue as well. I would like to use what we call Line Item Detail with Labor by Zone by Location as the base for a report that also shows labor line items, typically for programming, with the installed price for the labor item.
My idea is as follows but I haven't worked through it in the report designer.
Add the following logic:
1. Variable called ItemPrice to replace the dtr:Price used for most item prices regardless if they are Labor or Equipment Items.
2. Script that determines the value of ItemPrice by determining if an item is Labor or Equipment.
a. The value of ItemPrice for Labor items should be dtr:LaborPrice (this is a guess based on the XML schema). But now that I am have read some other posts I believe this is actually dtr:InstallationLabor dtr:TotalLaborPrice.
b. The value of ItemPrice for Equipment items should be dtr:Price.
My hope is that some simple IF THEN ELSE logic wrapped around the variable to identify the type of item will allow me to show the value of labor line items in line item proposal reports.
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10-11-2008, 08:39 AM
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#10 (permalink)
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Senior Member
Join Date: Mar 2006
Location: Novato (20 miles north of San Francisco)
Posts: 445
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Here is the report I have been working on.
As is, the labor line items still show as $0.00.
I would like to see the value of these labor line items.
What am I missing?
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