Customer Selection List Report

Customer Selection List Report

To print the Customer Selection List report, click on Reports in the shortcut menu, then click on Job Listing Reports, then click on Customer Selection List.

The Customer Selection List report lists job items that have the "Customer Sel. Item:" box checked in the Edit Esitmate form. Customer Selection items are items that the customer has selected and specified for the job. Before you proceed with work on the job you may want to print the customer's selection items using the Customer Selections document in the Documents menu.

Customer Selection Lists can be printed with the items grouped by Job Phase, by Job Section, or by CSI Division.

The Customer Selection List report request form has the following prompts:

Print By:

Select the order in which the job items should be grouped and printed:

Job Phase - prints job items grouped by Job Phase. Job Phases are sequenced by the CPM schedule model currently selected in the Schedule Setup form. If the job is set to not use CPM scheduling (schedule model = "Not CPM Scheduling"), then the Job Phases will be sequenced by the "New Construction" schedule model.
Job Section - prints job items grouped by job section. Items are grouped by Job Phase within each job section.
CSI Code - prints job items grouped by CSI code. CSI codes are defined in the Setup CSI Code form, and you assign them to items in the Setup Job Phase form.

Display Item Journal Notes

Check this box to display job item journal notes that you enter in the Miscellaneous Tab of the Edit Job Estimate form. The job item journal notes will appear on the line below each job item.

View button

Click View to view a print image of the report. This will display the report viewer form.

Print button

Click Print to print the report.

Exit button

Click Exit to close the Customer Selection List request form.

The Customer Selection List report has the following columns:

Job Item

The name of the job item. If you checked Include Job Item Journal Notes, the next line will print the job item journal notes that you enter in the Miscellaneous Tab of the Job Edit Job Estimate form.

Count

The job item count.

Unit

The job item count unit.

Cost/Unit

The job item cost per unit.

M.U.% (Markup Percent)

The markup percent. The job item markup percent is entered in the "miscellaneous" tab of the Job Edit Job Estimate form, and is in addition to the job markup percent. The job markup percent is entered in the Job entry form.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("markup").

Total

The Total column displays the item total. This includes the item markup percent, and excludes the job markup percent.