Setting Up Breakout Codes

To set up a breakout code from the Setup Invoice Codes page:

  1. Navigate to the Setup Invoice Codes Page
  2. From the drop-down menu at the top of the page, choose Breakout Codes.
  3. From the Invoice Document lines will use: drop-down menu, choose a sort order.

    Select Invoice Codes with Detail to display subtotals with line item detail.

  4. Create Breakout Codes.

    For each group you need, add a breakout code:

    1. Select Add New Line.
    2. Enter the breakout code and description.
  5. Select the Save Changes button.

    A Status page confirms the Invoice Codes have been saved.

  6. After creating the breakout codes, assign them to the applicable Schedule of Values (SoV) lines to group and subtotal those lines on the generated invoice. See Assigning Invoice Codes.