Entering Line Item Detail in Data Forms

You can enter line item detail for cells in a data form. If a cell does not support line item detail, this menu option is not displayed.

The maximum description length is 80 characters. You cannot change detail descriptions.

  To add line item detail in data forms:

  1. Open a data form.

  2. Select the cell for which to add detail.

  3. Right-click and select Cell Line Item Detail.

    Note:

    The cell point of view is displayed for informational purposes only.

  4. Enter the cell line item detail, and click Save.

  5. To add a row, click New Entry.

    Note:

    If the form was set up for multiple period line item detail, you can click Delete Row to delete a row of line item detail. You can also click Clear Row to clear the line item detail from a row.

  6. To refresh the data, click Refresh.

  7. When you finish entering line item detail, click Close.

    Note:

    After you save your entries, cells that contain line item detail are indicated by a red triangular mark in the top left corner. A cell that contains both cell text and line item detail is indicated by a blue and red triangular mark.