Entering Line Item Detail in Data Forms

You can enter line item detail for cells in a data form. If a cell does not support line item detail, this menu option is not displayed.

The maximum description length is 80 characters. You cannot change detail descriptions.

To add line item detail in data forms:

1. From the Document Manager, open a data form.
2. Select the cell for which to add detail.
3. Right-click and select Cell Line Item Detail.

   Note:

   The cell point of view is displayed for informational purpose only.

4. Enter the cell line item detail, and click Save.
5. To add a row, click New Entry.

   Note:

   If the form was set up for multiple period line item detail, you can click Delete Row to delete a row of line item detail. You can also click Clear Row to clear the line item detail from a row.

6. To refresh the data, click Refresh.
7. When you finish entering line item detail, click OK.

   Note:

   After you save your entries, cells that contain line item detail are indicated by a red triangle at the top of the cell. Cells that contain both cell text and line item detail are indicated by blue and red triangles at the top of the cell.