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Pro Forma Invoice - Group (roll up) by Cost Code

  • 4 January 2022
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ChrisWeidner
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We are attempting to customize the ProForma Invoice report ( PM642000). We would like the report for T&M billing with Retainage -- to display lines as SUM per Task/Cost Code (out of box, report lists all proforma lines). When I attempt to do this, the results seems to “Group” the proforma lines together (act more as a sort).  Has anyone done this before? I am wondering if a subreport would be the easiest way to bypass the existing Groupings of PM642000.

Any ideas would be appreciated!

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Best answer by kdavis45 11 August 2023, 19:59

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kdavis45
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Chris, I apologize if this is “too little, too late”, but I did want to confirm that this is possible. We accomplished it with an extra group for Task ID/Cost Code, some variables at the Detail level, and lots of visible expressions to control when/how information is visible.

 

The most important part is to add variables for running totals, e.g. $Amount = PMProformaLineWithPrevious.CuryLineTotal] + $Amount, then the ResetGroup is set to Task ID/Cost Code.

 

If it’s an outstanding issue, I’d be happy to clarify and/or answer any questions that you have. Thank you!

 

Kristen Davis, Accordant Company LLC

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