How to add the additional item discount to process reports

How to add the additional item discount to process reports

Summary

This article explains how to add the additional line item discount to process reports; to display along with the description, unit price, total price, etc.

More Information

The additional line item discount is not shown on the standard process reports by default. In order to add this field you will need to create a modified process report and add the additional line item discount field to the line item section.

Adding the additional line item discount is broken in to 4 stages:

  • Creating a modified process report
  • Setting up the modified process to be used
  • Adding the additional line item discount
  • Testing the report

Note: This steps in this example use a quote however the process is the same for any modified process report.

Creating a modified process report

In order to make any changes to a process report you first need to make a copy of the standard report (you can't make changes to the built-in reports).

Note: If you already have a modified report you want to use you can skip this section and proceed with the section Adding the additional line item discount.

Making a copy of a standard report

  1. Run the Solatech Window Covering Software.
  2. From the Tasks menu click Manage Process Reports.
  3. Select the category Quotes.
  4. From the list of reports select Solatech Quote.
  5. Click the Modify button. When prompted to make a copy click Yes.
  6. Enter My Quote for the new name and click OK.
  7. When the Modify Report screen is displayed, click OK.
  8. You will now see the My Quote report listed.

Setting up the modified process to be used

Now that your modified report has been modified you need to configure the process reports setup so that the new report is used instead of the existing report.

To setup your new report to be used

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the toolbar click Setup Reports.
  4. The list of quotes that are currently setup to be used are listed at the bottom of the Process Report and Label Setup screen.
  5. Remove the listed reports by clicking each one and click the X button.
  6. Click the Add button.
  7. From the list of available quote reports select My Quote.
  8. Click OK.
  9. On the Edit Process Report Setup screen click OK.
  10. Click Close.

Adding the additional line item discount

Now that the report is setup we can add the additional line item discount column.

To add the additional line item discount column

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the list of reports select My Quote.
  4. From the toolbar click Modify Report.
  5. Click the Line Items button.
  6. From the list of fields select the Description field.
  7. On the right side of the window, in the Data section, change the width from 4.7 to 3.7.
  8. Click the Add Field button on the toolbar. A new field called Balance for Terms will be added and selected.
  9. On the right side of the window, in the Heading section, change the heading to "Addl. Dis."
  10. In the Data section change the field to "ItemDiscountAmount" (without the quotes).
  11. Click the $% button and select the format category of Custom. Then type "Currency" as the actual format and click OK.
  12. Change the width to .9
  13. Click OK.
  14. Click the Line Items button again.
  15. In the list of fields, select the field ItemDiscountAmount and then click the up arrow button until the field is after the Description field.
  16. Click OK.
  17. Click OK again.

The above steps will add the additional discount for a single unit. If you want to add the total additional discount for the line, based on the quantity, then follow these steps instead of the above steps.

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.
  2. Select the category Quotes.
  3. From the list of reports select My Quote.
  4. From the toolbar click Modify Report.
  5. Click the Line Items button.
  6. From the list of fields select the Description field.
  7. On the right side of the window, in the Data section, change the width from 4.7 to 3.7.
  8. Click the Add Field button on the toolbar. A new field called Balance for Terms will be added and selected.
  9. On the right side of the window, in the Heading section, change the heading to "Addl. Dis."
  10. In the Data section change the field to "= CDbl(ItemDiscountAmount) * CDbl(Quantity)" (without the quotes). Note - no spaces in ItemDiscountAmount.
  11. Click the $% button and select the format category of Custom. Then type "Currency" as the actual format and click OK.
  12. Change the width to .9
  13. Click OK.
  14. Click the Line Items button again.
  15. In the list of fields, select the field "= CDbl(ItemDiscountAmount) * CDbl(Quantity)" and then click the up arrow button until the field is after the Description field.
  16. Click OK.
  17. Click OK again.

Testing the report

To test the new report

  1. Create a new quote.
  2. Select a customer.
  3. Select any product, style and enter any required options. Do this until you get an item price.
  4. Click the Edit button next to the item price.
  5. In the additional discount field enter 10 and click OK.
  6. Add the line item to the quote.
  7. Save the quote.
  8. On the toolbar click Print.
  9. Place a check next to Quote.
  10. Click Preview.
  11. Verify the report now shows the information you entered along with the $10 for the additional discount.

REFERENCES

For more information, refer to the following knowledge base articles:

  • How to display Retail Price & Discount on Output

APPLIES TO

  • Solatech Window Covering Software 4.2

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