The Document Pricing Matrix report can be used when configuring Document Pricing Rules.
This report displays the cost of document types for different involvement types by using a grid layout.
The report has drill-down functionality to allow the ability to see information about each rule. The report also displays any conflicts that exist within the pricing rules. Conflicts will be displayed in red.
The report can be reached in two different locations in JustWare:
The report can be filtered by the following multi-select parameters:
Parameter | Description |
---|---|
Document Type | The report can be filtered to include only the selected document types. |
Involvement Type | The report can be filtered to include only the selected involvement types. |
Show Only Pricing Rules with Conflicts | Specify whether you want the report to display all Pricing Rules, or just those that contain conflicts. |
Billing Type | Specify which Billing Types will be included in the report. |
Include Inactive | Specify to include inactive Pricing Rules or not. |
Group By (Y-axis) | Specify which parameter - Document Type or Involvement Type - you want displayed on the Y-axis. |
Report View | Specify if you want the report's drill-down options expanded or collapsed when the report is generated. |
Note: The Base Price does not appear on this report, but will appear when the final calculated price is generated.