Line Item Feature

Use of the line item feature is an important implementation decision that affects conversion planning and scope. The conversion implications of using line items include:

• Deciding whether the line item needs a different entry type and, optionally, an entry reason, to categorize it.

• Developing the pending items that are required to open and close each line item after the closed items are converted.

• Developing the pending items that are required to support transaction details for converted line items, whether open or closed.

What Happens During Line Item Conversion

During conversion:

• The combination of business unit, customer ID, item ID, and item line identify an item in the system.

• If you do not use the line item feature, the item line field contains a zero.

  If you use the line item feature, item lines contain a number other than zero.

• Qualifying the item ID with an item line does not change the amount of data that the system stores on the item or the way that the system handles it.

• The system treats items with an item line the same as items without an item line.

• The system does not combine item lines into a total for inquiry or cash application purposes.

  For example, if you use item lines for an invoice that contains six lines, six items appear on customer item inquiry and worksheet pages.

• If you use line items and also bring in pending VAT information, the option of treating the VAT as a line item instead of recording it separately for each line item is available.