To add line items to the Estimates record.
The record must be in Edit mode to add line items.
- 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 Save to save the form.
Line Item Table
In this field Use | Do this |
|---|---|
Tab Name | You can enter a name for the tab. |
Cost Code* | This is a required field -Enter the cost code for this line item. You can either enter it directly or use the cost code picker. |
Code Name | This read-only field is auto-populated from the cost code. |
Cost Type | This read-only field is auto-populated from the cost code. |
Spend Category | Select the category from the drop-down menu. |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item. |
Work Package | You can select a Work Package. |
Description | This is not a required field - Enter a description for 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 read-only field is auto-calculated using the formula Item Quantity X Item Unit Cost. |