howto add items to a report which don't get totalled? - D-Tools Forum

Brecht · 08-05-2010, 03:01 PM

We have reports to make with sometimes optional items to a base product.
Or we sometimes want to present a base product with some alternatives to it (ex. an LCD monitor with the informatieve price of larger models)

How can we create items in a report that show all info on the item (picture, description, price, ... but their price should not be totalled.

Thanks for any suggestion...

Regards,
Brecht

ekalpakoff · 08-16-2010, 03:30 PM

I agree with Brecht, I would like to see an option similar to the OFE check box that leaves the parts in the report with their prices, but not add to the final total.

Memphix · 09-07-2010, 07:19 AM

Could you use a custom field.
Total would subtract this value of any item with something in a particular custom field.

fryeguy · 09-10-2010, 09:40 PM

You could enter the optional item using a copy of the item that has a custom Phase that is also called "Options" that the item is associated with. In the Data Matrix you could filter the Phase to see a correct project total. In reports, you could write a script that handles the optional items the way you want: shown on the report but the Phase would not be part of the project price. This is a bit complicated but could definitely be achieved. Of course, having this built-in as a check box in Text would be a cool feature.

DBS2007 · 09-12-2010, 03:03 PM

I am very interested in the answer to this question too. Any further responses?

Brecht · 09-20-2010, 10:38 AM

Thanks for your suggestions all...

If this would become a selectable checkbox like OFE.
It would be great to also clearly see that the optional/alternative product is not part of the offer (total price).

It could for example be printed in a textbox, italic, ...

I dont know if this could be achieved by programming something (scripting) using the Report Designer...?

Personaly I thinks this should be integrated in D-tools, but who am I.... ;-)

Regards,
Brecht

fryeguy · 09-20-2010, 09:40 PM

The idea is great and adding this functionality to the DataMatrix with the ability to choose and swap out to one of the options would also be very good. It could be presented much like the addition of accessory items but just be "options".

How would you handle things like TV options that also incorporate other accoessories? Would these be shown along with the optional item or summarized in the report?

This would definitely require some database modifications and report API modifications. Sounds like a relatively big undertaking but a great feature.

SenoS · 10-06-2010, 08:42 PM

Hi All,

We created a custom report based on this thread, see here for details and the download.

gvoyzey · 05-17-2011, 01:36 AM

Hi Guys.

If I insert the following code into my custom proposal report (Action script section), it seems to crash.

Is there a way to just add the script changes to my custom proposal?

SCRIPT snippet:

Code:

Function ActiveReport_FetchData(ByVal EOF As Boolean) As Boolean


	Dim ds As DataDynamics.ActiveReports.Datasources.XMLDatasource = ctype(rpt.Datasource, DataDynamics.ActiveReports.Datasources.XMLDatasource)

	If ds.EOF Then return True
	
	' default the calculated to 0
	rpt.CalculatedFields("SummarizeInt").Value = 0
	
	'ReportUtilities.Spot("FetchData")

	'ReportUtilities.SetCurrentProposalItem(rpt)
	
	' get the current item the report is on...
	Dim itm As DTools.SystemIntegrator.Reporting.Item = ReportUtilities.ReturnItem(rpt)
	
	rpt.Fields("NonOptionalPrice").Value  = 0
	
	
	' If the item is not null, set value of the calculated field 
	If itm IsNot Nothing Then
	
		rpt.CalculatedFields("SummarizeInt").Value = Ctype(itm.Summarize, Integer)
		
				
		Dim price As decimal  = 0
		
		Dim pItem As DTools.SystemIntegrator.Reporting.ProposalItem  = Ctype(itm, DTools.SystemIntegrator.Reporting.ProposalItem)
				
		If(Not OptionalFlag.Equals(itm.CustomProperty5, StringComparison.InvariantCultureIgnoreCase) ) Then			
			price = pItem.InstallationPrice
		Else			
			price = 0			
		End If
		
				
		'If  main item with  accessory  or package with  main item at second level and accessory as thrid level 
		'Then check optional for level2 and level3 items and ignore their price value
		If(pItem.Level2Items.Count > 0) Then									
					
					If  String.IsNullOrEmpty(pItem.PackageName) AndAlso Not OptionalFlag.Equals(itm.CustomProperty5, StringComparison.InvariantCultureIgnoreCase) Then
							price = pItem.InstallationPrice_NA
					Else
						price = 0							
					End If
					
					Dim pItem2 As DTools.SystemIntegrator.Reporting.ProposalItemLevel2					
					Dim pItem3 As DTools.SystemIntegrator.Reporting.ProposalItemLevel3
				
					For Each pItem2 in pItem.Level2Items
											
							If(pItem2.Level3Items.Count > 0) Then
							
									If(Not OptionalFlag.Equals(pItem2.CustomProperty5, StringComparison.InvariantCultureIgnoreCase)) Then						
										price += pItem2.InstallationPrice_NA
									End If								
								
									For Each pItem3 in pItem2.Level3Items
																	
										If(Not OptionalFlag.Equals(pItem3.CustomProperty5 , StringComparison.InvariantCultureIgnoreCase)) Then
											price += pItem3.InstallationPrice													
										End If
																			
									Next								
							
							Else
							
									If(Not OptionalFlag.Equals(pItem2.CustomProperty5, StringComparison.InvariantCultureIgnoreCase)) Then						
										price += pItem2.InstallationPrice
									End If								
							
							End If					
								
					Next			
			
		End If
				
		rpt.Fields("NonOptionalPrice").Value  = price				
			
	End If		
		
		

	'ReportUtilities.Spot("FetchData Detail:" & showDetail)


	' Return whether this is the last record.  
	' This Is required Or the report will iterate forever over And never return
	return (ds.NodeList.Count = ds.CurrentPosition)


End Function

ekalpakoff · 05-26-2011, 03:59 PM

Any progress on this???

Or is someone capable enough to help us add this feature to our existing custom proposal?