Adding Line Items
To add a line item:
- In a business process form, select a line item tab and click Add. The right pane displays the Line Item Details.
- Complete the Line Item Details section. You can expand and collapse these information blocks.
- If your line item supports attachments, you can add attachments. The Attachments and Linked Records tabs are seen only after you save the line item. For more information, see Adding Attachments.
- When done, select from one of the following options:
- 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.
See Also
Adding and Managing Line Items
Editing and Deleting Line Items
Removing Line Item Attachments
Last Published Monday, August 28, 2023