Adding and Managing Line Items
Detailed information, such as transactions, can be entered as line items on BP records, if they have been designed to accommodate documents that are attached as line items.
You can edit or delete line items on a BP form if the form is still editable; that is, before it reaches its terminal status (for example, approved). If you add a new line item in any step (other than the creation step), you can modify the line item until the BP is sent to the next step. The line item status will always default to the default line item status specified in the design. Users with permission can change the status if modification to the line item status is allowed in that step.
You can add attachments and comments to line items. In addition, you can filter, copy, and consolidate line items.
You cannot change the transaction currency value after you create a BP and send it to the next step in the workflow.
Notes:
- Document and Line Item BPs can be designed to include line item status control, which allows users to choose a status for individual line items and control whether they can be modified.
- For Cost-type BPs: With version 23 and later, a Total row on a non-standard tab of a line item grid is not displayed. For version 22 and earlier, the Total row displays a 0.
- The system supports auto-population of Document Manager properties for line items in Document-Type BP records with and without folder structure.
- If you select a different currency for transactions, the system correctly uses the exchange rates to calculate subsequent information. However, when you view the main form for the approved BP record, the system currently displays the Project Currency Amount field using the applicable symbol for Transaction Currency instead of the symbol for the Project Currency. For example, if the Base Currency for the project is US Dollars ($) and you select China Yuan Renminbi for the Transaction Currency, the system incorrectly displays the Project Currency Amount using the Yuan symbol (¥) on the main form. If you view the Project Currency by selecting it from View Currency on the Line Item tab, the correct symbol is shown.
In This Section
Editing and Deleting Line Items
Removing Line Item Attachments
Last Published Wednesday, July 2, 2025