Section Description Detail

In order to access the options on this tab, you must first check the Show Sales Tax Separately option on the Summary tab >> Display Controls.   

When displaying Sales Tax Separately, only those Additional Items having a Tax type will be considered for inclusion in this section.

The options included in this portion of the Sales Tax configuration screen allow you to define additional columns to be included in the line item details (which will precede those options defined in the Section Detail).

You can optionally configure up to 4 columns which will display (and be sorted) from left to right in the order you define them. The data defined for a specific column will appear positionally in that location.  As such, if you were to leave the first two columns blank, the value in the 3rd column would still appear in the 3rd column (having blank space to its left).  Should you leave a column to the right blank, the data in the current column will span both the current column and the space allocated to the adjacent blank column to the right.

The options in this section include:

• Value - The valid Value options for this section include:
• • Add'l Item Type - Additional Item Description
  • Description  -- Fixed Price item Description
  • Project - see Project/Task Display Controls on the Summary tab

Additional considerations for this field:

• Heading Label
• • This is an optional field.  
  • If a heading label is defined, it will appear above the column in that section (underlined).  
  • Having a header label specified does not require that a Value option be selected (ie it is valid to have a column with a header label and no values).

• Subtotal - When selected, an additional line reflecting a sum of the Amounts in this section will be displayed (having a label of "Total For Heading_Label Value_Name:"

• • If a column subtotal is selected, the column must have a Value option selected as well.

Date, quantity and amount columns are formatted using your Unanet instances chosen locale and/or currency formats.