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.
Each line shows one specific service of a price list and client (in the case a price list is assigned to that client).
- 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.
Screenshot of default template:
These can be placed in any location in the Excel and are general properties applicable to all the report.
|<#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.|
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:
|Client||Shows the client details to which the price list and service was assigned.|
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.|
|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.|
Defines if and how discounts are defined:
|<#Lines.DiscountMT>||The Machine Translation (MT) discount in percent. Value between 0 and -1..|
|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..|
The discount intervals used for repetitions and memory matches without translation.
For example: 110 = in context match, 100 = exact match, 70 = 70% match.
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.