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Summary File Maintenance (SFM) Preferences Window

From Summary, select File > Preferences.
The Preferences window opens for you to select the options and settings desired for Summary reports.

 

In the General Options section, select:

 

In the Printing & Export Options, section:

The two text fields for Print 'Adj Mat Unit' column as and Print 'Adj Lbr Unit' column as allow you to enter different titles for these columns to appear on the Summary report (e.g., you may prefer that your customers see a column titled "Price" rather than "Adj Mat Unit" on the report).

Select Custom Print Header to open the Customize Summary Printing Options dialog where you can select how the fields on your report display.

Select OK after choosing your report settings.

 

In the Level Display Options section:

 

In the Decimal Places section:

Use these fields to set the number of decimal places to be shown for both material and labor. You can either manually enter a number or use the up and down arrows to select a number after clicking in the field. A representation of the number you choose is shown to the right of the input field.

 

In the Variance section:
Variance compares the current unit value (ignoring adjustments) to a value from Databook, and shows the difference in terms of unit and/or percentage.

You can select which unit from Databook they wish to compare using the ClosedCalculation Method option.

Original: the unit used when the report was run (can be primary or alt/discount, depending on the Summary settings).

Primary: Always compares to the primary unit in Databook.

Alt: Always compares to the alternate / discount unit of Databook.

EPF: Always compares to the saved units in the Estimate Pricing File. If the user has not saved a value into the EPF, it defaults to the saved primary unit.

Note:  When an item is added to the Estimate Pricing File, both its primary unit and alternate unit are added to the EPF.  These values are used by default when Summaries are run (unless the user saves a manually edited price, which then takes precedence).  Therefore, it is possible that, even without saving prices/labor to the EPF,  Variance: EPF and Variance: Primary will give different results (e.g., a Price Update was applied after the EPF was created).

Note: If you change Variance preferences while a Summary is open, the Summary will update and display the new results.

Additional Variance Information: ClosedLimitations / Exclusions

Note:  If variance cannot be calculated, a "---" symbol will be displayed instead.

 

 

In the Miscellaneous Options section:

Note:  EZ-Price columns are universal, meaning they can be set once and used for all other Estimates created.  However, EZ-Pricer columns only appear if no Estimate-specific custom columns are setup in Summary.

 

In the Accounting Integration section: This section is visible if you have already selected an Accounting Integration program. This integration can be set from the main Estimating screen, File > Options > General Options.                

Note: The Summary screen has columns for all 9 of the codes (3 each for UPC Code, Vendor Code and Buyer Code). Verify which codes are being exported by creating the export and examining the files for which codes are included.

When you are finished selecting your preferences, click OK to accept any changes you have made and return to Summary. Select Cancel  to return to Summary without saving any changes.

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