System-defined Fields for the Summary Line Item
The following explains the function of the system-defined fields in the Summary Line Item.
Columns
- The first 10 columns will be fixed as Line No., attachment, link records, uuu_cost_li_type field, Cost Code, Cost Name, Short Description, Item Quantity, Item Unit Cost and Amount.
- Remaining columns will be as per the detail form design in uDesigner.
uuu_cost_li_type
The uuu_cost_li_type will be a drop down and will have the values of Lump Sum and Unit Cost.
This field is a required field and should be marked with an asterisk. This field cannot be blank and by default will be set as Lump Sum.
The drop-down will have the values of Lump Sum and Unit Cost.
The editing of remaining fields in the grid will be dynamic in nature.
Meaning the uuu_cost_li_type will drive the editable and non-editable fields in the grid.
Note: Once the selection has been made, this value should be grayed out post shift of focus. This will be important since this field drives the behavior of other fields.
If the option selected is Lump Sum then:
- uuu_quantity: Disabled (Any auto population and formula definition on this field will not be retained when the LI type is lump sum.)
- uuu_unit_price: Disabled (Any auto population and formula definition on this field will not be retained when the LI type is lump sum.)
- amount: Required.
- Manual or Formula destination. User must type in the amount value. This DE could also be set as formula in uDesigner. Runtime should retain the formula calculation.
If the option selected is Unit Cost then:
- uuu_quantity: Required.
- Manual or Formula destination. User must type in the Quantity value. This DE could also be set as formula in uDesigner. Runtime should retain the formula calculation.
- uuu_unit_price: Required
- Manual or Formula destination. User must type in the unit cost value. This DE could also be set as formula in uDesigner. Runtime should retain the formula calculation.
- amount: Read-only, populated by formula as configured by user in uDesigner. At runtime this field should always be calculated as uuu_quantity*uuu_unit_price
If the detail form design does not have the uuu_quantity and uuu_unit_price fields but user selects the Unit Cost option for uuu_cost_li_type then upon shift of focus, an error should be thrown alerting the user that the fields are missing. (Use existing alert currently being thrown when user clicks unit cost option in the classic line item Unit Cost option).
Other System Elements in the Grid
uuu_costed_amt
Always read-only. This DE should show value as sum of ‘Amount' from all costed lines.
(Note that when uuu_cost_li_type = Lump Sum, amount will be entered by user in the cost allocation window. When uuu_cost_li_type = Unit Cost, amount will be calculated in the grid by system as Unit Cost*Quantity. Either case, uuu_costed_amt in the summary line item will be calculated as sum of ‘amount' from all costed lines.)
This field will be displayed only at the summary line item level in the grid.
uuu_not_costed_amt
Always read-only, this DE should show value = (amount - uuu_costed_amount)
This field will be displayed only at the summary line item level in the grid.
uuu_costed_qty
Always read-only. This DE should show value as sum of ‘Quantity' from all distributed cost child lines.
(Note that when uuu_costed_li_type = Lump Sum, this will be zero. When uuu_cost_li_type = Unit Cost, Quantity will be entered by user in the Cost Allocation window. Either case, uuu_costed_qty in the summary line item should calculate as sum of ‘Quantity' from all costed lines.)
This field will be displayed only at the summary line item level in the grid.
uuu_not_costed_qty
Always read-only, this DE should show value = (uuu_quantity - uuu_costed_quantity). Note that when uuu_cost_li_type = Lump Sum, this will calculate as zero.
This field will be displayed only at the summary line item level in the grid.
All other fields designed in the Detail form
User defined fields will be editable in the summary line item and not in the costed lines.
See Also
Additional Grid Toolbar Options
Other Elements of Line Items and the Grid
Effect of uDesigner on Gear Menus
Gear Menus for Summary Line Item
Adding and Managing Line Items in Grid View
Last Published Monday, August 28, 2023