Adding Line Items

  1. In the Line Items section click Add or Grid. The Line Item form opens.
  2. Complete the Line Item form according to the Line Item table below. You must complete all required fields on each line that you entered before you can save the Line Item.
  3. Click Save or Save & Add New (if using the Line Item form), or Save (if using the grid) 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

In this field

Do this

Title

Enter a title for the line item

Short Description

This is a required field - Enter a brief description of the item specified on the line item

Quantity

This is a required field - Enter the number of items specified on the line item

Unit of Measure

Select the Unit of Measure for the item specified on the line item line item

Unit Price

This is a required field - Enter the price of the item specified on the line item

Amount

This is an auto-calculated field (Item Quantity X Item Unit Cost)


Last Published Monday, August 28, 2023