Report S504 - Client Services And Prices

This report prints all client price lists and services with price details, discounts and other properties.

When a price list is assigned to specific clients then the client names are printed. 

Report content

Each line shows one specific service of a price list and client (in the case a price list is assigned to that client).

Please note:

  • Disabled price lists or draft price lists are not included.

  • Disabled services are not included.

  • Services with custom discounts (which are filled in as unit prices in the service) are printed as percentages in this report.

Template

Screenshot of default template:

image2018-1-12 13:38:59.png

Global placeholders

These can be placed in any location in the Excel and are general properties applicable to all the report.

Placeholder name

Description

<#GeneratedDate>

The date when the report was generated.

<#MasterCurrency>

Your default currency as 3 letter ISO code (such as EUR or USD). This is taken from the default price list you configured in the My Company page of your platform.

Read more

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Data rows and placeholders

Each row in the report corresponds to a supplier service. In other words, all information of a specific supplier service will be contained in one single row.

The placeholders of the row must be placed within the Excel table range named "___Lines___" (3 leading and trailing underscore characters).  Click here for more details on table ranges.

A report prints the raw data in rows. Each row, you can use any of the following placeholders:

 

Placeholder name

Description

Client

Shows the client details to which the price list and service was assigned.

<#Lines.Company>

The client name. Set if the price list was assigned to this client.

Note: A price list which is not assigned to any client is automatically "available" for use for all clients.

This column and all other client columns are then empty in the report.

<#Lines.CompanyId>

Numeric unique client company identifier.

<#Lines.Profile>

The client profile: Agency, Freelancer etc.

<#Lines.Active>

Indicates if the client has any enabled logins.

<#Lines.CCF1>...

<#Lines.CCF20>

Client company custom fields 1 to 20. As the platform administrator you can create up to 20 custom fields for companies. To find out the ID (1, 2, ... 20) of a specific custom field, edit the custom field in "Settings" > "Custom Fields" > "Companies". The ID is shown at the bottom of the editing popup. Also read: 

Finding Custom Field ID

Price list

Shows price list details

<#Lines.PLId>

An internal numeric identifier of the price list.

<#Lines.PLName>

Name of price list

<#Lines.PLEnabled>

Indicates if the price list is enabled. Always true as this report shows active price lists only.

Service

Shows all fields relative to the supplier service for this line.

<#Lines.ServiceId>

The globally unique ID of the service. This ID is enough to uniquely identify a specific service.

<#Lines.SourceLocaleName>

The source language name.

<#Lines.TargetLocaleName>

The target language name.

<#Lines.TaskName>

The task name.

<#Lines.SourceLocale>

The source language ISO code.

<#Lines.LocaleTarget>

The target language ISO code.

<#Lines.Task>

The task code such as TR for translation or PROOF for proofreading. These codes can be viewed in Wordbee under Settings > Task categories.

<#Lines.ProductCode>

Optional product code added to the service.

<#Lines.Comments>

Internal comments added to the service.

<#Lines.Rating>

Service rating between 1 and 5 stars

<#Lines.LeadTime>

The lead time in hours added to the service. It is used for automatic deadline calculation (the minimum work time).

<#Lines.Capacity>

The capacity in terms of units that can be worked per day of 8 hours.

<#Lines.LeadTimeAndCapacity>

A print friendly string that combines the information on lead time and capacity.

Price

Shows all fields relative to the supplier service prices for this line.

<#Lines.Amount>

The unitary price amount for the service.

<#Lines.Currency>

The currency code such as EUR or USD.

<#Lines.AmountText>

The unitay amount including the currency. For example. "0.65 EUR"

<#Lines.AmountUnitText>

The unitary amount plus details on the unit. For example: "0.65 EUR per word"

<#Lines.UnitCode>

The price unit code for the service. Example: WD = word, CH = character et.

<#Lines.UnitName>

The unit name. Example: "Word"", "Character", "Page" etc.

<#Lines.Units>

Total units included in the price. Used if you define a service like: 1 Euro per 250 characters. Units would be 250.

<#Lines.Unit>

Same as unit name but singular/plural adjusted to the "Units" fields. Prints "Word" if Units is 1 and "Words" if Units is 10.

Discounts

Shows all fields relative to the supplier service pre-translation discounts for this line.

<#Lines.DCMode>

Defines if and how discounts are defined:

  • No: Discounts are disabled.

  • PriceList: Discounts defined on price list level do apply.

  • Custom: Discounts are explicitly defined with this service.

<#Lines.DiscountMT>

The Machine Translation (MT) discount in percent. Value between 0 and -1..

<#Lines.DiscountPT100>

The discount for total words that are pre-translated at 100% or above in percent. Value between 0 and -1..

<#Lines.DiscountPT100Prev>

The discount for total words that are pre-translated at 100%(identical pre-translations) from memories or termbases, in percent. Value between 0 and -1..

<#Lines.DiscountPT110>

The discount for total words of perfect pre-translations (110%) in percent. Value between 0 and -1..

<#Lines.DiscountPT110Prev>

The discount for total words that were pre-translated at 110% (perfect pre-translations) from a previous document version in percent. Value between 0 and -1..

<#Lines.DiscountPTFuzzy>

The discount  for total words of fuzzy (< 100%) pre-translations in percent. Value between 0 and -1..

<#Lines.Interval1>...

<#Lines.Interval5>

The discount intervals used for repetitions and memory matches without translation.

For example: 110 = in context match, 100 = exact match, 70 = 70% match.

<#Lines.Discount1>...

<#Lines.Discount5>

The discounts for the intervals above in percent. This is a value between 0 and 1.

The value is negative. -0.1 means a 10% discount.