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Created by Guest
Created on Jan 22, 2025

Mismatching Project Summary and Proposal totals

I didn't grab screen shots as we were in a time crunch but here is the summary of what we experienced:

Approved project, Pending External Change Order #10.

PDF proposal shows a grand total dollar amount that is $105 dollars cheaper than the project summary grand total.

Comparing the two:

Equipment Price: Matches

Labor Price: $105 difference (project summary was higher)

Sales: Tax matches

Grand totals between the proposal and the summary should not change when rendered at the same time without changes to the project.

What we found:

$105 difference in labor was = to 1-hour of our standard tech labor type.

Both the proposal and project summary showed the same quantity of labor hours, just different dollar amounts.

Labor in this project is non-taxable.

When we removed (1) hour of standard tech labor from the project so the summary would match the PDF proposal, the labor totals matched, but sales tax reduced. Again, labor is non-taxable in our project.

How I solved it:

I needed to lock the the (3) allowances before I removed the hour of labor as they were calculating based on installation cost/price which made the sales tax amount change. This made the summary and proposal PDF match when rendered.

While this does make sense why sales tax changed, the earlier issue of the two reports not matching is still a bug. There is no reason the proposal total and the summary totals should mismatch.

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