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Question

Can someone explain the difference between SUMMARY and DETAIL with CONTRACT TEMPLATES?


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Can someone explain the difference between SUMMARY and DETAIL with CONTRACT TEMPLATES? Please see the attached image. I am assuming this has to do with Statements, but what does it do?

 

 

aaghaei
Captain II
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  • Captain II
  • January 14, 2023

 

In the Billing Format box, select the format of invoices for billing contracts based on the template. The following options are available:

Summary: Contract item usage is summed and shown as one line with the total quantity and total sum. The expense claims are shown individually.

Detail: Each contract item usage occurrence is shown as a separate line.

In each Acumatica Screen you can click on the ? mark on top right corner of your screen and open the help related to the active screen

 


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  • Jr Varsity III
  • January 14, 2023
aaghaei wrote:

 

In the Billing Format box, select the format of invoices for billing contracts based on the template. The following options are available:

Summary: Contract item usage is summed and shown as one line with the total quantity and total sum. The expense claims are shown individually.

Detail: Each contract item usage occurrence is shown as a separate line.

In each Acumatica Screen you can click on the ? mark on top right corner of your screen and open the help related to the active screen

 

Do you know if this applies if you have several Charges set up in a lease? Would they appear as separate items as opposed to the default as one?


aaghaei
Captain II
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  • Captain II
  • January 14, 2023

I have a funny feeling that you are going into property management. If you are using Imperium Property Management or others better ask them 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • March 15, 2023

Hi @anthony92  were you able to find a solution? Thank you!


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