Contracts!!! - D-Tools Forum

AE Engineer · 11-11-2008, 07:21 PM

AE is like most other companies, I assume. We sell service contracts. Currently, we use a seperate word document to contract our service contracts with our customers. It is a percentage of the entire project. I cannot believe that D-Tools can't generate this report for me in a seperate contract. I am just not sure how to pull the data string to be....for example...show the price as 17% of the total proposal price. I know how to create a contract, change the verbage (snippets), and everything else....I just don't know where or how to pull the data from the proposal and make it do the math and print on the contract.

Can anyone help me?

JoseM · 11-13-2008, 12:48 PM

This is a great question. I will find out for you if it can be done and how, or get someone that knows how to respond here. Thanks!

SenoS · 11-17-2008, 03:25 PM

This post should help you: Calculating new fields off of Grand Total

11-22-2008, 12:01 PM

I would like to create an edited version of the existing contract, but I'm not allowed to use it as a template. Is my only option to create it in word and pull in d-tools data?

11-24-2008, 12:10 PM

Originally Posted by wirebro

I would like to create an edited version of the existing contract, but I'm not allowed to use it as a template. Is my only option to create it in word and pull in d-tools data?

You should be able to either double click on the Rich Text control in the designer and edit the text (you'll probably have to stretch the control to see anything) or create a text in either Word or WordPad (preferrable since word extends the RichText spec and sometimes you can get funky characters) and in the properties window, when you select a rich text control there should be an Import link at the bottom which will allow you to browse to the file and import the text/layout.

-R

AE Engineer · 12-05-2008, 08:51 PM

Thanks for the replys,

I am not looking to put the percentages into my original proposal like the thread you pasted here.

I want to create a custom contract, and then attempt attempt to have the data pulled from the original contract in a percentage amount.

This would be more similar to the existing contract where it lists out the terms of the contract. amounts printed based on the percentages that are set up in the project creation wizard. I have a contract document in rich text format that i would paste into the snippet, then I would have a couple (3) options for different amounts depending on length and type of service agreement.

bah...my brain hurts.......

...I was crazy once...they put me in a round room and left me there to die. Thats when the ants came....

...the ants drove me crazy...

12-08-2008, 09:52 PM

I'm having a hard time visualizing what you're talking about. If you could mock up a word doc or something, I may be able to give you a bit of direction.

-R

AE Engineer · 12-10-2008, 08:11 PM

I could moc up a word doc....let me try this.

The default contract document that ships with D-Tools currently is structured like this:

Project Name

Body (blah blah blah, I agree to provide service, blah blah blah, you agree to pay for my service....)

Contract Amounts!!!!*****
In this section of the contract, D-Tools extracts payment amounts from the proposal base don the percentage amounts that were setup when you created the project. The last screen of the create project wizard has a list of percentage amounts with labels denoting when the payment is due.

Signature Lines

-------------------
That is a very simple layout of a Contract.

I want to change the data string in the Contract amounts section to show a percentage of the proposal amount based on a number I give it.

Does that now make sense? Now my contract would have all of my verbage in it that I tell it, and it will spit out a section of different amounts based on the percentages and labels I put in those data strings.

12-11-2008, 12:16 PM

Maybe this answers your question...

The contract amounts (labels and percentages) are shown in the New Project Wizard come from the definitions in the "Setup" section.

Within the setup section, there is an area called Contract percentages wherein you can define the labels and percentages associated with the labels.

When you step through the new project wizard, these setup fields are pulled into the project.

Assuming you're not looking to change this dynamically based on inputs at the time the report is generated, this should provide the functionality I think you're looking for.

If this is not what you need...hmm...maybe it's posting before coffee that's throwing me off.

-R

AE Engineer · 01-07-2009, 05:59 PM

Actually, I have gone down that path as well... you can chaneg the line descriptions and percentags but the problem is that they require a total of 100% and a total is printed out of my control.

So, if there are 3 service contract options at 15%, 10% and 5%, they only add up to 30% so I must add a dummy line with 70%, then are 4 are printed and then totaled... All i want printed is the 3 different options and NO total (it is not applicable).

Thanks again for your help.