Line Item Total

If the uDesigner option "Total the Cost Breakdown values to the line item" is unchecked, even if the "Summary Total" option has been defined in detail form, the costed lines do not roll up to the summary rows in any of the forms. The following table lists additional scenarios:

Item Checkbox "Total the Cost Breakdown values in the line item" in the BP upper form Checkbox "Costed Amount must be equal to the line item total" in the BP upper form Summary Total definition for a numeric Data Element on the BP detail form Expected behavior of corresponding summary cell during runtime
1 Unchecked Unchecked As Defined Blank, editable/required/read-only, per definition.
2 Unchecked Unchecked Sum of All Rows Blank, editable/required/read-only, per definition.
3 Unchecked Checked As Defined Blank, editable/required/read-only, per definition.
4 Unchecked Checked Sum of All Rows Blank, editable/required/read-only, per definition.
5 Checked Unchecked As Defined If the DE is set to "Manual," the summary cell is 0 (zero). The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.
5 Checked Unchecked As Defined If the DE is set to "Formula," the summary cell is calculated per formula. The field is read-only.
5 Checked Unchecked As Defined If the DE is set to "Auto-populate," the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.
6 Checked Unchecked Sum of All Rows The summary cell is populated by the system as sum of all rows. This field is editable/required/read-only, per definition.
7 Checked Checked As Defined

If the DE is set to "Manual," the summary cell is 0 (zero). The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.

Note:

This behavior overrides the "Costed Amount must be equal to the line item total" checkbox and must be allowed.
7 Checked Checked As Defined

If the DE is set to "Formula," the summary cell is calculated per formula. The field is read-only.

Note:

This behavior overrides the "Costed Amount must be equal to the line item total" checkbox and must be allowed.
7 Checked Checked As Defined

If the DE is set to "Auto-populate," the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.

Note:

This behavior overrides the "Costed Amount must be equal to the line item total" checkbox and must be allowed.
8 Checked Checked Sum of All Rows The summary cell is populated by the system as sum of all rows. The field is editable/required/read-only, per definition. The system applies the "Costed Amount must be equal to the line item total" checkbox and prevents if you manually change the value to something other than sum of all rows.