Field
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Comments
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Category Type
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General group to which the product associated with the selected line item belongs. Automatically populated from the specifications for the product.
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Complimentary
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When selected, prevents any charge for the selected line item by setting the item's Allocated Price to zero, and automatically selects the Waived check box. Typically used for an item that is always provided at no charge. When selected for a line item that is a complex product, automatically sets the Allocated Price to zero for each subsidiary line item.
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Description
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Automatically populated from the specifications for the product associated with the line item.
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Discount %
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Percentage discount to apply to the list price for the selected line item. Can be used concurrently with Discount Amt. If both are used, Discount Amt is subtracted before Discount % is applied.
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Discount Amt
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Currency amount to subtract from the list price for the line item, on a per unit basis. Can be used concurrently with Discount %. If both are used, Discount Amt is subtracted before Discount % is applied.
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Display Name
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Line item name that will appear on BEO, SOE, and invoice reports. Defaults to the value of Item in the Line Items list.
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Note
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Optional text about the line item to display on BEO and SOE reports.
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Show in Print
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When selected, causes line item information to be included in Schedule of Events (SOE) report.
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Sub Category Type
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Specific group to which the product associated with the selected line item belongs. Automatically populated from the specifications for the product.
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Svc Chg Inclusive
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When selected, indicates that the list price for the line item includes a service charge.
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Tax Inclusive
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When selected, indicates that the list price for the line item includes any applicable taxes.
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Waived
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When selected, prevents any charge for the selected line item by setting the item's Allocated Price to zero. When selected for a line item that is a complex product, also automatically sets the Allocated Price to zero for each subsidiary line item. Automatically selected when the Complimentary check box is selected. Typically used without selecting Complimentary when the regular charge for the item has been dropped as a result of negotiations with the customer.
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