Add Line Items using the Grid

  1. On the business process form, select the tab containing the line items you want to add to.
  2. On the Line Item window, click the Grid button. The Grid window opens, showing a new, empty row at the bottom of the list to use for the new line item.
  3. To enter data into the grid, double-click a cell in the new row. The cell opens for editing.

    As soon as you begin adding a line, a change icon appears in the first column as a reminder that a line item has been added to the record, and the Save button becomes active.

  4. Fill in the fields on the grid as necessary.
  5. (Optional) To include an attachment to a line item, click the Attach button in the right pane. Select either Browse, to attach a file from your computer, or Document Manager, to attach a file from the document manager.
  6. To save the line item to the record, click Save.

    When you save the line item, the system:

    • Refreshes the grid view.
    • Removes the change icon.
    • Adds the line item to the list.
    • Inserts a blank line at the bottom of the list for another new line item.
    • Updates the line items on the business process form.
    • Updates summary if configured to do so.
    • Line item summaries, for totals and summary averages, update in real time.
  7. To add additional line items, repeat steps 3 through 6.

Last Published Wednesday, July 2, 2025