11. Reports – Material Summary Report

All materials for the job are arranged on the Material Summary by Material Groups, which are stored in the Global Material Multipliers Table. (For details on the Global Material Multiplier, see the Reference Guide.)

The following items are on the Material Summary:

Multiplier Set(at the top of the screen to the left) one of four sets of Material Multipliers from the Global Material Multipliers
Group Namename of the Material Group (from Global Material Multipliers)
Codea reference code of the Material Group (from Global Material Multipliers)
Mfgrmanufacturer whose list pricing is used (from Global Material Multipliers)
Last Updatedate of list price used for the Material Group (from Global Material Multipliers)
Qtytotal piece count or footage of items in this Material Group
Gross Wttotal weight of items in this Material Group (weights not available for all items)
List Totalthe total cost of all items in the Material Group based on list price from the database (the total of all groups is at the bottom)
Matl Multmultiplier used to calculate net total from the list total in the Material Group
Net Totalthe total net cost of all items in the Material Group based on list prices multiplied by the Material Multiplier (the total of all groups is at the bottom.)

Features of the Material Summary are as follows:

  • The Multiplier Set can be changed to one of four stored in the Global Material Multipliers Table.
  • Material Multipliers (Matl Mult) for a Material Group can be adjusted by simply clicking on the appropriate Matl Mult cell and typing in a new factor. This is a factor, or multiplier, of the list prices in the Material Group used to obtain the Net Price. Once a Material Multiplier has been overridden, then the value in the box will be enclosed in parentheses.

For this tutorial, let’s assume that a current multiplier for copper tube is .50. Click in the Matl Mult column for Copper Tube. Type in .50. Note that this changes the value of the Net Total. The Material Summary has two print options, which can be viewed by clicking  (top middle of the Material Summary screen).

When you select Summary, you will get a report arranged by Material Group (similar to what appears on the screen). When you select Detail, you will get a report with each and every item from every group in the list. The Detail Report can be printed with or without prices.

You can select both reports if you wish. Make sure your printer is on and the paper is ready.

If you would like an itemized list of the items contained in a Material Group, double click on the Group Name OR click on the Group Name and then .

For this tutorial, click on Wrot Copper Fittings, and then click . The Material Detail Screen appears.

The Material Detail Screen shows the name of the Material Group across the title bar and also contains the following information:

Multiplier Set(at the top of the screen on the left) one of four sets of Material Multipliers from the Global Material Multipliers Table
Factor(at the top of the screen in the center) the multiplier used to obtain net prices for this Material Group
Qtytotal piece count or footage of items in this Material Group
Sizesize of the item
Descriptionname of the item as it appears in the Catalog
Gross Wtunit weight of items in this Material Group
List Priceunit cost of the item based on using list prices
Net Priceprice obtained by multiplying the List Price by the Factor Multiplier Set for this Material Group
Net Totalthe total price of the quantity of items shown based on the Net Price (the total of all items is at the bottom)

To return to the Material Summary Screen, click .