Customizing Price Sheet Headers

You can change the header on your price sheets, if needed, so they reflect the information you need to see regularly. For example, you can add a comment to display on each header sheet, such as "All prices associated with miscellaneous charge items are under review."

To customize a price sheet header:

  1. Display the price sheet that you want to add a new header to.

  2. From the Edit menu, select Header Edit .

  3. Select Column Headers if you want to include default column headers when creating price sheets.

  4. Use the following fields to define how you want to use or replace the Closedheader information for different areas:

Note: You can also choose to replace the any of these selections with something more specific using the table at the bottom of the page.

  1. If you selected to replace any of the headers, use the Header Item table to define what to use as a replacement:

  2. Header Type - Select which kind of field you want to use for the header.

  3. Heading Value - To correspond with the Column Header Type, enter the information you want to use on the header, such as the date format.

ClosedClick here to see an example.

For example:

ClosedClick here to see an example.

  1. Click OK to save your changes and return to the price sheet details.

See Also:

Generating Price Sheets

Defining Data Sources and Columns for Price Sheets