Summary Line Item
The (Summary) Line item row is grey when the line is not editable.
The (Summary) Line item row is editable if the row is displayed:
- In bold font.
- With thick borders.
To be able to modify Line Items, you must select the "Allow Modification of Line Items option in the Creation step.
You can define whether you want the value of the Data Element (DE) uuu_spa_per_comp
(from summary row) to apply to all costed lines (in a summary Payment Application grid) automatically, or not. This enables you to avoid filling each costed line value manually and have a better user experience.
If the Allow viewing of Costed line items and Allow Modification of line item options are selected (checked) in the Upper Form of a Payment Application type BP (which references a Base Commit of SOV Type = Summary Payment Applications) in uDesigner, the runtime SPA grid provides a checkbox option labeled Apply line item value of <label of DE uuu_spa_per_comp> to costed lines (at the top right-hand corner of the grid) to enable you to apply the line item value to costed lines.
When you select checkbox option labeled Apply line item value of <label of DE uuu_spa_per_comp> to costed lines, the system copies the value of the data element uuu_spa_per_comp (from the summary lines) into the corresponding costed lines. The subsequent impact on fields uuu_spa_amt_tp / uuu_spa_qty_tp in the costed lines is similar to just as if you made a manual edit of uuu_spa_per_comp in the costed lines to trigger the update of these fields.
To proceed, click to select the Apply line item value of <label of DE uuu_spa_per_comp> to costed lines option (at the top right-hand corner of the detail form). This selection impacts only those lines that are edited after checking the box, and the existing, or edited, lines will remain as they were.
If the Apply line item value of Percentage Complete to Date to costed Lines option is selected (checked), the system performs all the form-level validations, for the Costed line items, after saving the line items (clicking Save).
The following scenarios explain the behavior, when you edit a line item, or costed rows, after checking the box.
Scenario 1
Scenario 1-a | The
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Scenario 1-b | The
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Scenario 1-c | The
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Scenario 2
In this scenario, the uuu_spa_per_comp field is read-only, but any of the other fields that impact its calculation (uuu_spa_amt_tp
, uuu_spa_qty_tp
, uuu_spa_mat_stored
, or uuu_spa_other_tp
) are editable, and the option Apply line item value of <label of DE uuu_spa_per_com> to costed lines is checked. In such scenario:
Scenario 2-a | If the user modifies the summary cell value for any of the editable fields, the behavior will be similar to Scenario 1-b and Scenario 1-c, above. |
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Scenario 2-b | If the user modifies the costed row value for any of the editable fields (existing functionality), then the corresponding costed row value of You can select (check) the Apply line item value of <label of DE uuu_spa_per_com> to costed lines option and the proceed to deselect (uncheck) it. Deselecting the option does not revert any of the changes that you had made when the option was selected, but it impacts the future operation and the subsequent summary value changes for uuu_spa_per_com will not automatically copy into the costed lines. If you make manual changes (after deselecting the option), then select the option again:
If you select (check) the Apply line item value of <label of DE uuu_spa_per_com> to costed lines option, the system allows you to only push the values down from the line items to the costed row ( Even if the option Total the Cost Breakdown values to the line item is enabled, the system does not allow roll-up from the costed rows to line item for the following Data Elements:
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See Also
Totaling Cost Breakdown Values
Totaling Cost Breakdown to the Line Item
Totaling Line Item in Payment Application
Totaling Line Item in Summary Payment Application
Line Item and Sum of Costed Line
Last Published Monday, August 28, 2023