Editing and Deleting Line Items

You can edit the line items on a BP record only if the design permits modification of line items and if the record has not reached the terminal step.

Note: If the line item contains Yet To Buy (YTB) or AFC values, it cannot be modified.

To edit line items:

Select the line item tab.
From the left pane, select a line item. The line item details are displayed on the right pane.
Update the line items.
When done, select from one of the following options:
- Save: To save the information that you have entered.
- 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.

To delete line items:

Select the line item tab.
From the left pane, select a line item.
From the gear  menu, select Remove.

Note: When a line item is removed, the system removes link information, both from the record the line item belongs to, and from the record that the line item was linked to.

When you edit a line item grid, the row counts (at the bottom left corner of the grid) capture the following actions:

New
The count will depend upon the Add action and the Copy action on the line item. The number gets updated when you add new line items.
Deleted
The count will depend on the Remove action on the line item.

Note: These counts will not appear when the grid is in View only mode.

To edit an image field on a line item grid

An image field on the grid displays only an image icon; however, you can see a thumbnail of the image if you double-click the icon. If you want to change or remove the image, double-click the cell anywhere but on the icon. The system displays a menu, from which you can choose to upload a different image or remove the image.

To edit a hyperlink field on a line item grid

If you want to change a hyperlink, double-click the cell anywhere but on the hyperlink. The system displays the Hyperlink window, where you can change or remove the link.

To edit a checkbox field on a line item grid

When the field is opened in Grid View, it is rendered as a box that you can select or de-select.

If the list of line items is opened in Form View, all the line items for a given tab are displayed. Similar to Grid View, the checkbox in the line item list is also rendered as a disabled box with the value.

The Find on Page option in the grid renders the checkbox field as a text box that allows you to type Yes or No. If you type Yes, then the system selects the checkbox and the line item associated with the checkbox is displayed along with the selected checkbox. If you type No, then the system does not select the checkbox and the line item associated with the checkbox is displayed along with the unselected checkbox.

This table lists the sub-types of business processes and locations that allow the edit of line items on cost business processes:

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

To edit an image field on a line item grid

To edit a hyperlink field on a line item grid

To edit a checkbox field on a line item grid

See Also