To edit a line item
As long as the BP form is still a draft, you can edit a line item at any time by selecting it and clicking Open.
If you open an existing Line Item form for the following types of BPs:
- RFB
- Line Item
- Document
- Cost
- Fund
Then, you can click the following options from the Line Item window:
- << (previous)
To go to the previous Line Item record.
This option is disabled if you open the first Line Item record.
Note: If you modify the values in the Line Item and click next/previous, the system saves the values that you have entered.
- >> (next)
To go to the next Line Item record.
This option is disabled if you open the first Line Item record.
Note: If you modify the values in the Line Item and click next/previous, the system saves the values that you have entered.
- Save & Close
To save the values that you have entered in the Line Item and close the window.
- Cancel
To discard changes that you have made and close the window.
If you have "View" permission, or the Line Item has been closed, then you can only view the line items by:
- Opening each Line Item one-by-one
Or
- Open one Line Item and use the << (previous) and >> (next) to access the other line item records.
To remove a line item
In the BP form, select the line item to remove, and click Remove.
Note: When you remove a line item, Unifier also removes link information, both from the record the line item belongs to, and from the record the line item was linked to.
To edit line items on cost business processes
If configured in uDesigner (with the Allow Modify Line Item checkbox selected), then you can edit line items on cost business processes under the following circumstances:
- For workflow business processes, you can edit cost line item information at any step in the workflow, except for the end step. If the original line item data has already rolled up to the cost sheet, then the cost sheet will reflect the modified data after sending the business process to the next step.
- For non-workflow Cost BPs, line item data can be modified before clicking the Finish Editing button.
Note: If the line item contains Yet To Buy (YTB) or AFC values, it cannot be modified.
This table lists the sub-types of business processes and locations that allow the edit of line items on cost business processes:
The classification for all of the sub-types in the following table is Cost.
Sub-Type | Project (Standard) | Shell (CBS Code) | Shell (Generic Code) | Company Workspace | Edit Line Item |
|---|---|---|---|---|---|
Line Item with CBS Code | Yes | Yes | No | No | Yes |
Line Item with Both Fund Code and CBS Code | Yes | Yes | No | No | Yes |
Line Item with Fund Code | Yes | Yes | No | No | Yes |
Line Item with Account | No | No | No | Yes | No |
Line Item with Asset Code | No | No | No | Yes | No |
Line Item with Multiple Codes | No | No | Yes | No | Yes |
Commit at Company Level | No | No | No | Yes | No |