Line Group Types

Line Groups are a tool for combining several hidden Work Order or Invoice Item detail lines into a single line for printing, where only the relevant information is intended to appear for the Customer.

There are three areas where a single printed line may be grouping several hidden detail lines:

•	Line Groups on a Project Estimate Items Sub-Tab or Work Order Items Tab

•	Items Tab on Posting Screen, to prepare for the Invoice

•	Invoice Details

Line Group Types allow you to define the line that will actually print, replacing masked details, perhaps with a total dollar amount. You may wish to have several kinds of lines predefined for different purposes. As you work with Estimate and Invoice Item detail lines you can override the default Description coming from the Line Group Type to customize what will actually appear in print.

Setting up a Line Group Type

•	On the Work Menu at the top of the screen, click the Work Order down-arrow, and select Line Group Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Line Group Types screen will appear. This screen has a second Tab for Notes.

Screen fields:

Group Name:

The name of the Group that will gather one or more detail lines.

Group Type:

Specify either Estimate or Invoice, to control which Line Group Types show in the Select-box on the Work Order, Posting or Invoice work screen.

Description:

The default Line Group Description that will appear in print. You can override this when you are working with it.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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