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Customizable Quote Listing Rep…»Adjusted Values
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Last modified on 1/30/2014 8:15 AM by User.

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Adjusted Values

A new grouping option is now available.  The original grouping feature automatically adjusted the values of the report to only contain information pertaining to that group.

Example:
Quote 30895 as shown below has a Sell value of $60,700.  That is the total sell value for the quote.  There are however, two manufacturers for this quote.



If we group by manufacturer, the Sell value (and other values like it) are adjusted to show the correct value for each manufacturer:


Now there is a new option in Grouping:  The "Adjust Value' option.


When checked, the 'Adjust Value' option generates reports as described above: values of the report are adjusted to only contain information pertaining to that group.

When not checked, the 'Adjust Value' option generates reports with the information of the project still listed in sections as defined by the grouping field(s), but the values within the section are not adjusted.

Example:


Notice that the value of Sell is repeated in each manufacturer section of the report.  Instead of adjusting this value to each manufacturer's portion of this amount, the total Sell value of the quote is repeated per report section.  Also, note that the grand total for Sell in the report is now double of its actual amount.


Many fields can be chosen for grouping.  However, only a few fields have the ability to adjust values.  If the field can adjust values, when chosen in grouping, the 'Adjust Value' option is checked by default.  If the field cannot adjust values, when chosen in grouping, the 'Adjust Value' option is unchecked by default.  For those fields that cannot adjust values, attempting to check the 'Adjust Value' option will produce this dialog: