You can add either a Detail Line Item, or a Summary Line Item.
To add a line item
- On the business process form, click the Add button.
- If the business process does not use summary line items, Unifier opens the Line Item window.
- If the business process uses summary line items, choose Detail Line Item or Summary Line Item, as appropriate. Unifier opens the Line Item window.
- Fill in the line item fields.
If you select the Detail Line Item for the following types of BPs:
- RFB
- Line Item
- Document
- Cost
The Detail Line Item window allows you to perform the following actions:
Example
Your Project > Logs > Create > Add > Detail Line Item > Save & Close/Save & Add New/Cancel
- Save & Close
To save the information that you have entered and close the window.
- Save & Add New
To save information that you have entered and refresh the window in order to add another line item.
- Cancel
To discard changes that you have made and close the window.
If you select the Summary Line Item, click Save.
Example
Your Project > Logs > Create > Add > Summary Line Item > Save
For information about adding documents to Document type business processes with line items, see Attach Files to Document-Type Business Process Forms.