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:

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.

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.