Use this field to specify the level of summarization for each sequence line using the specified template. If the summary options available do not include the detail needed on the invoice, select full detail (Option 1) for that sequence. Each source is summarized in a different manner.

If you use the ‘effective’ date functionality for labor rates, you have the option to summarize billings by rate, in addition to summarizing by a specified PR-Labor/Burden CT level. Using the ‘Include Rate in Summarization’ column in the chart below, locate the option that corresponds to the desired PR-Labor/Burden CT level and enter that in the Sum Opt field for the applicable sequence. For example, to summarize by craft/class/employee only, you would enter ‘2’ as the summary option. However, if you also want to summarize by rate, you would enter ‘102’ as the summary option. When billings are initialized, the system will summarize by craft, class, and employee, and where the rate has changed, add a separate bill line for transactions using the old rate (before effective date) and one for transactions using new rate (on or after effective date).The following table lists the summary levels available for each source:

JB T&M Template Setup

Summary Level Options