The record must be in Edit mode to enter line items.
To enter line items:
- Click Edit if the Payments record is 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.
If you are using the grid and do not click Save before closing it, you will lose your line item changes.
Line Item Table
General block | |
|---|---|
Cost Code* | Enter the cost code for this line item. |
Code Name | This field is auto-populated from the cost code. |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item |
Amount | Enter the payment amount for this cost code. |