Pricing

In this section of Summary setup, you determine how the program prices out all of the items during Summary.

MATERIAL PRICE:  The choices for Material Price are Unit Price or Discounted. When Unit Price is selected, the Material Unit is used (from Databook). When Discounted is selected, if a material discount exists for an item it will be applied to its material unit during Summary.

FIELD LABOR TYPE:  The Field Labor Type choices are Primary or Alternate. When Primary is selected, Summary uses the Field Labor Unit (from Databook). When Alternate is selected, if an alternate labor unit exists for an item it will be applied to its labor unit during Summary.

SHOP LABOR TYPE:  The Shop Labor Type choices are Primary or Alternate. When Primary is selected, Summary uses the Shop Labor Unit (from Databook). When Alternate is selected, if an alternate labor unit exists for an item it will be applied to its labor unit during Summary.

RESET ESTIMATE PRICE FILE:  The Estimate Pricing File is created after running a combined Summary. It contains all of the entries you made, including material prices, labor units, manual prices, and quoted prices. These entries are saved in this Estimate Pricing File, and if you select Reset Estimate Price File the current Estimate Pricing File will be deleted, then rebuilt during the next Summary run. An example of when you would want to reset the Estimate Pricing File is after a price update has been performed.

Changes made to Labor and Material values while in the Combined All – Estimate File Pricing report will become the default edited value used by Summary.  This means that any item that has had their Labor and/or Material values edited will be drawn from the Estimate Price File instead of Databook.  This behavior also supersedes any options set in the Pricing tab during the creation of additional Summary Reports.  For example, a Summary will continue to use the edited value from the Estimate Price File even when a different pricing option is selected for Material or Labor (on just those edited items).

ROUND FINAL QUANTITIES:  When unmarked, quantities will remain at their actual amounts (e.g., 5.20, 14.80). When marked, item quantities will be rounded up to the next whole number (e.g., 6.00, 15.00).

SHOW QUANTITIES AS WHOLE NUMBERS:  When marked, quantities will only be shown as whole numbers (e.g., 5.20 would become 5).

CREATE SECTION SUBTOTALS: You cannot alter this option. Its status is controlled by the program, depending on whether or not rounding is chosen and the settings in Levels. If rounding is marked and you are not breaking out the summary by sections (in Levels), then section subtotals cannot be created.