About the Invoice Summary Level
You can define at what level work completed should be summarized on SM invoices using the Invoice Summary Level drop-down in the SM Customers form.
- L-Line — This option summarizes invoice detail at the line level. For each scope on a work order, the system summarizes all work completed lines of the same type (Labor, Equip, Part, and Misc) and print the totals in their respective columns on the invoice (Labor, Equipment, Parts, and Other).
- C-Cost Type — This option summarizes invoice detail at the cost type level. For
each scope on a work order, the system summarizes all work completed lines
referencing the same cost type and print a single line for that cost type on the
invoice. Totals for work completed lines with no cost type assigned are printed
first, under the heading of "***NO COST TYPE***".Note: You will typically only use this option if you assign cost types to work completed lines.
- T-Transaction — This option will summarize invoice detail at the transaction level. For each scope on the work order, the system will print a separate line for each work completed line associated with the scope.