Add and Manage Summary Line Items

The uDesigner cost and Line Item BPs support summary line items allow regular line items to be grouped together, with only the summary appearing on the BP. The sub line items are rolled up to other areas such as the Cost Manager.

To add summary line items

  1. From the business process form, choose Add > Summary Line Item. The Summary Item window opens.
  2. Click Save, and then click Close Window.

The summary line item will appear at the top of the line items area of the business process form in bold. The amount column will show the sum total of the line items you added.

To edit or copy a summary line item

From the Summary Line Item window, you can edit or copy summary line items just as you would line items in the business process form (see the previous procedures).

To remove a summary line item

  1. In the BP form, double-click the Summary Line Item. The Summary Line Item window opens.
  2. Select the line items in the summary (press Shift or Ctrl to select multiple line items). Click Remove.
  3. Click the Delete Summary button. Click Yes to confirm.


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Last Published Monday, April 11, 2022