Adding and Managing Line Items in Grid View

Adding Line Items in Grid View

Upon selecting the Line Items tab of the record, you can add a Lump Sum item or a Unit Cost item using the Add dropdown.

Fields seen in the grid are based on the detail form design. The editable field cells are bolded while the read-only field cells are italicized. Row numbers for the line items are generated upon saving the grid.

Adding Multiple Line Items in the Grid

After selecting to add multiple line items, a dialog box is displayed where you can specify the number of added line items. When adding these line items, the total number of rows displayed depends on the number indicated in the dialog box.

The Cost Line Item Type for each line item is populated based on the selected sub-menu option.

Modifying Cost Line Item Types

When an alert window is displayed regarding a change of value for uuu_cost_li_type, the rules are applied as listed below:

If the line item has not been saved and the line item remains in entry mode, no error message is displayed.
If the summary line item has been saved, a confirmation message is displayed.
- This indicates that the field values for the Cost Line Item Type are reset.
If the summary line item has Costed lines, a confirmation message is displayed.
- This indicates that the field values for both the line item and Costed line are reset.
If you select, “Yes” in the alert window, system fields dependent on uuu_cost_li_type are reset for both the line item and Costed line.
Note: If “Allow Cost Breakdown” is unchecked in uDesigner and Costed lines exist as part of a previous step, then changing uuu_cost_li_type modifies the Costed lines. This is applicable for Workflow Business Processes.

Adding Line Items in Grid View

Adding Multiple Line Items in the Grid

Modifying Cost Line Item Types

See Also