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:

In This Section

Adding Line Items

Editing and Deleting Line Items

Copy Line Items

Filtering the Line Item List

Line Item Consolidation

Grouping Line Items

Adding Line Item Attachments

Removing Line Item Attachments



Last Published Wednesday, July 2, 2025