The issue being discussed in this article is:
If you have a customized Phase Item Summary subreport created before SI v20, you will get the following message when running the primary report (likely a Proposal-style or Line Item Detail-style report), with a convenient link to this help page.
This report uses a sub-report with the datasource of 'dtr:PhaseItemSummary' which uses phases and not labor types.
If you wish to use labor types please click the link below to see how to upgrade report.
The following is the screenshot of the error:
Another subreport that may show a similar error is the Advanced Project Summary Detail subreport.
The following is the cause:
This is due to a change in SI v20, where phases were replaced with labor types for assigning labor to products. This subreport is coded to report on phase data, and you will likely want to update the report to use labor type data.
The following is the resolution, and this should be done in SI v20:
Phase Item Summary
This subreport is used on Proposal-style and Line Item Detail-style reports when the following parameter is ticked.
The screenshot above is pre-v20, which has now been renamed "Show labor by labor type in the summary."
1/ In the Standard Report Designer, open your customized Phase Item Summary report version.
2/ Click the database icon in the Detail1 section of the report. This will open the Report Data Source window.
3/ Replace the existing path in the Recordset Pattern field with the following path, then click OK.
//dtr:LaborTypes/dtr:LaborType.
4/ Click the phaseItemSummaryGroupHeader section header and change the Data Source from dtr:PhaseOrder to dtr:Order in the Properties window.
5/ Click to select the txtAggLaborPrice textbox, then set the following values for the following properties:
SummaryGroup = phaseItemSummaryGroupHeader
SummaryType = Sub Total
6/ Click the Script tab at the bottom of the Standard Report Designer interface.
7/ Replace the phaseItemSummaryGroupHeader_Format event script with the following script phaseItemSummaryGroupHeader_Format_v20_Script.txt.
8/ Replace the ActiveReport_ReportStart event script with the following script ActiveReport_ReportStart_v20_Script.txt.
9/ Replace the phaseItemSummaryGroupHeader_BeforePrint event script with the following script phaseItemSummaryGroupHeader_BeforePrint_v20_Script.txt.
10/ Publish the report.
Advanced Project Summary Detail
If you have customized the Advanced Project Summary Detail report before v20, then it will also need to be updated if you want this to work for labor types vs. phases.
This subreport is used on Proposal-style and Line Item Detail-style reports when the following Report Setting is set to "Yes."
1/ In the Standard Report Designer, open your customized version of the Advanced Project Summary Detail report.
2/ Click the Script tab at the bottom of the Standard Report Designer interface.
3/ Replace the grpLaborDetail_Format event script with the following script in grpLaborDetail_Format_v20_Script.txt.
4/ Publish your report.