Grouping BP Line Items

To navigate through BP line items, you can group and organize them into meaningful categories. You can group BP line items in:

• Cost BPs (Workflow and Non-workflow)
• Line Item BPs (Workflow and Non-workflow)

Groups display in the alphabetical order.

Prerequisite

Grouping must be enabled for mobile BPs.

Online Mode

You can group line items only when you create or copy a line item. When you copy a line item, it is duplicated within the same group. However, when you copy a line item record, it is duplicated with all the groups.

To move line items between groups, access Unifier web.

To group new BP line items:

1. Select the applicable workspace.
2. Tap a business process with the BP line items you want to group from any of the following locations: Recent Business Processes, See All, or your Tasks log.

   Alternately, select a BP record with line items in any of the following modes: Pre-creation, Draft, or Edit.

3. Tap a BP line item tab, and then tap Add.
4. In the Select Group screen:
   • Tap a group from the group list.
   • To avoid grouping the line item, tap Skip.

   Skipped line items are added to Not Grouped, at the bottom of the group list.

   Notes:

   • BP line items cannot be grouped at the grid level.
   • When you create or copy a line item, if a selected group is deleted from Unifier web, the line item is listed under Not Grouped by default.
   • The Amount column, if configured, displays the total amount of BP line items in the Line Items tab.

Offline Mode

You can group BP line items in the offline mode. The groups get associated only when the device syncs with the server.