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

  • 4 January 2022
  • 0 replies

Userlevel 2

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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