Detailed information, such as transactions, can be entered as line items on cost- and line-item-type BP forms, as well as on document-type BPs, if they have been designed to accommodate documents that are attached as line items.
You can edit or delete line items on a BP form as long as the form is still editable; that is, before it reaches its terminal status (for example, approved). If you add a new line item in any step (other than the creation step), you can modify the line item until the BP is sent to the next step. The line item status will always default to the default line item status specified in the design. Users with permission can change the status if modification to the line item status is allowed in that step.
Note: Document and line item BPs can be designed to include line item status control, which allows users to choose a status for individual line items and control whether they can be modified.
If designed in Primavera uDesigner, there may be multiple tabs in the line item area of your BP form. Click these tabs to access the various line items.
You can enter line items using either a line-item entry form, or the Grid feature. Line item entry forms open in a separate window, which you must fill in and click OK to insert into the line item list at the bottom of the form. With the Grid feature, you can enter information directly into the line item list, but it is best used for short line items.
Add line items using a line-item entry form
Add and manage summary line items
Copy a line item from the same form
Copy and consolidate line items from different business process forms
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.