Working with the Structure of Line Item Details

Learn how to work with the elements in Line Item Details.

To create or change the structure of Line Item Details:

  1. Select the row for which you want to add Line Item Details and click ad hoc line item details icon (Line Item Details).
  2. Click ad hoc add line item detail icon (Add Line Item Detail) and then click Add Child. Click Untitled and provide a name.
  3. Add rows that reflect the structure you want. For example, click Add Sibling or Duplicate. Use these options from the toolbar before the Line Item Details grid:

    Table 9-3 Options for Line Item Details

    Option Result
    ad hoc refresh icon Refresh: Refreshes the Line Item Details grid. Click Yes to discard unsaved data, otherwise click No.
    ad hoc add line item detail icon Add Line Item Detail: Adds a child or sibling one level below the selected cell. You can add unlimited children, but consider the potential performance impact.
    ad hoc promote icon Promote: Moves the selected row to the next-higher level.
    ad hoc demote icon Demote: Moves the selected row to the next-lower level.
    ad hoc move up icon Move Up: Moves the selected row before its sibling predecessor.
    ad hoc move down icon Move Down: Moves the selected row after its sibling successor.
    delete icon

    Delete: Enables you to select a delete action:

    • Delete Row removes the selected row.
    • Delete All Rows removes all rows.
  4. Click Apply.