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Overview
Summary sections are used as subtotaling areas. They are single-record datasets that contain billing-to-date information, contractual amounts, and running totals.
Key Concepts
| • | Invoice Designs can have multiple summary sections. |
| • | Summary sections are typically used to aggregate previous sections together. For instance, a total professional services plus reimbursable expense invoice line item would be an example of a summary section. |
| • | Summary sections can be used with labor upsets. Sometimes it is preferable to perform an upset in a Summary section rather than in the Labor section. An example is when multiple labor schedules are used. When a cap is used in the Summary section, it overrides the current posting figures. |
Field Descriptions
Name
| • | Textbox - The name of the Header section can be edited here. Must be unique. |
Apply Cap
Description - Controls the Labor upset. Remove any caps from Labor, ODC or OCC sections if you are applying a cap here. All caps here are applied at the top level of the project.
| • | None - No Cap is applied. |
| • | Separate - Separate Caps are applied. Options are: |
| o | Labor - The options are Bill Amount (When "Use Bill Rates" flag is checked), Direct Labor, Direct Labor + DPE + Overhead, and Direct Labor + DPE + Overhead + Profit (When "Use Bill Rates" flag is unchecked). You can cap the cost or the billable value. |
| o | ODC - This is where the expense cap is enforced. The options are Direct Expense and Markup. You can cap the cost or the billable value. |
| o | OCC - This is where the expense cap is enforced. The options are Direct Expense and Markup. You can cap the cost or the billable value. |
| • | Combined - A combination cap is applied here. |
Post Retainer / Retainage
| • | Post Retainage - When checked, retainage (if any) will be posted. |
| • | Post Retainer - When checked, retainer (if any) will be posted. |
Recalculate Amounts using Project Multipliers
| • | DPE / OH - If a DPE/OH Multiplier is on the Project Rate Schedule Setup>Multipliers Section, the transaction cost will be multiplied with that to determine effort. More on Project Setup |
| • | Profit - If a DPE/OH Multiplier is on the Project Rate Schedule Setup>Multipliers Section, the transaction cost will be multiplied with that to determine effort. |
| • | ODC Markup - If an Overriding multiplier is on the Project Setup>Expense Markups / Codes, the transaction cost will be multiplied with that to determine effort. More on Project Setup |
| • | OCC Markup - If an Overriding multiplier is on the Project Setup>Expense Markups / Codes, the transaction cost will be multiplied with that to determine effort. |
Note - Used for resolving Rounding Issues when multipliers are being applied at the project level.
Print If Non-Zero
Description - Section will print if any of the following checked values are non-zero.
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