- In the Line Items section click Add or Grid. The Line Item form opens.
- Complete the Line Item form according to the Line Item table below. You must complete all required fields on each line that you entered before you can save the Line Item.
- Click OK (if using the Line Item form), or Save (if using the grid) to save the form. The Line Items form closes.
If you are using the grid and do not click Save before closing it, you will lose your line item changes.
Line Item Table
In this field | Do this |
|---|---|
Tab Name | You can enter a name for the tab. |
Title | Enter a title for the line item |
Short Description | This is a required field - Enter a brief description of the item specified on the line item |
Item Quantity | This is a required field - Enter the number of items specified on the line item |
Unit of Measure | Select the Unit of Measure for the item specified on the line item line item |
Item Unit Cost | This is a required field - Enter the price of the item specified on the line item |
Amount | This is an auto-calculated field (Item Quantity X Item Unit Cost) |