To add a line item to a record:
- From the bottom of the form, click Add.
- If the business process (BP) does not use summary line items, Unifier opens the Line Item window.
- If the BP uses summary line items, choose Detail Line Item or Summary Line Item, as appropriate, to open the Line Item window.
- Complete the line item fields and then click OK.
To edit a line item:
Note: As long as the BP form is still a draft, you can edit a line item at any time.
- Select a line item and click Open.
- Make your changes to the line item.
- Click OK.
To remove a line item:
- Click on a line item to select.
- Click Remove.