The record must be in Edit mode to be able to modify it.
- Click Edit If the Vendor record was auto-created, or is otherwise in read-only mode.
- 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 enter before you can save the Line Item.
- Click Save (if using the grid) or OK (if using the Line Item form) to save the form. The Line Items form closes.
- In the Line Items section click Add or Grid. The Line Items List opens.
If you are using the grid and do not click Save before closing it, you will lose your line item changes.
Line Item List Table
In this field Use | Do this |
|---|---|
Tab Name | You can enter a name for the tab. |
General | |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item |
Contact First Name | Enter the contact's first name. |
Contact Last Name | Enter the contact's last name. |
Title | Enter a title for the line item |
Address 1 | The Upper form auto-populates this field. |
Address 2 | The Upper form auto-populates this field. |
Address 3 | The Upper form auto-populates this field. |
City | The Upper form auto-populates this field. |
State/Province | The Upper form auto-populates this field. |
Zip/Postal Code | The Upper form auto-populates this field. |
Enter the contact's email address. | |
Work Phone | Enter the contact's work phone number. |