Adding and Managing Line Items

Detailed information, such as transactions, can be entered as line items on Cost BPs and Line Item BPs, as well as on Document-type BPs, if they have been designed to accommodate documents that are attached as line items.

You can edit or delete line items on a BP form as long as the form is still editable; that is, before it reaches its terminal status (for example, approved). If you add a new line item in any step (other than the creation step), you can modify the line item until the BP is sent to the next step. The line item status will always default to the default line item status specified in the design. Users with permission can change the status if modification to the line item status is allowed in that step.

Note: Document and Line Item BPs can be designed to include line item status control, which allows users to choose a status for individual line items and control whether they can be modified.

If designed in uDesigner, there may be multiple tabs in the line item area of your BP form. Click these tabs to access the various line items.

You can enter line items using either a line-item entry form, or the Grid feature. Line item entry forms open in a separate window, which you must fill in and click OK to insert into the Item log at the bottom of the form. With the Grid feature, you can enter information directly into the Item log, but it is best used for short line items.

You can access the attachments in Workflow task emails under General comments section in the Document type BP.

Note: The Enable response via email option must be selected.

Related Topics

Add Line Items Using a Line-Item Entry Form

Add Line Items Using the Grid View

Edit or Remove Line Items

Add and Manage Summary Line Items

Filtering the Line Item List

Copy a Line Item from the Same Form

Copy and Consolidate Line Items from Different Business Process Forms



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Last Published Monday, April 11, 2022