Entering Line Items with Variable Unit Costs

If enabled and applicable, you can populate the Detail Form tab and additional tabs of a Contract or Change Order BP record with a variable costs of line items with their corresponding cost codes, quantities, and amounts.

Prerequisites

  • You have the required permissions to create Contract or Change Order BP records.
  • Populate the Main Form of the Contract or Change Order BP record as outlined in Creating a BP Record.

Online Mode

To populate a Contract or Change Order BP record with a variable cost breakdown of line items:

  1. Touch the Standard tab.
  2. To add a new line item, touch the Plus (+) icon and then select Variable Unit Cost.
  3. In the Line Item tab, enter information of the purchased items.
    1. In the Variable Unit Cost field, enter the cost per unit value.
    2. In the Item Quantity field, enter the quantity of the purchased line item.
    3. In the Amount field enter the amount billed for each line item. Any formulas, if applicable, are calculated by default.
  4. To provide a detailed cost breakdown of each line item entered above, touch the Cost Breakdown tab.
    • To add multiple cost breakdown lines, touch the Plus (+) icon and proceed to the next step.
    • To add a single cost code, touch Remaining Amount and proceed to step 6.
  5. If you selected the Plus (+) icon in the previous step:
    1. From the CBS picker list, select one or more CBS codes.
    2. Enter the following information:
      • Cost Code: Displays the cost code by default. To modify the cost code, double-touch.
      • Code Name: Displays the code name associated with the cost code by default.
      • Short Description: Enter relevant information about the line item.
      • Amount: Displays the amount for each cost line item.
      • Quantity: Enter the quantity of each line item.
      • Unit Cost: Enter the unit cost of each line item.
      • Total Amount: Displays the sum of the amount entered for each cost line item by default.
      • Not Costed Amount: Displays the difference between the Amount field (step 3) and the Total Amount field (step 5b).
  6. If you selected Remaining Amount in step 4, enter the following information:
    • Cost Code: Select a cost code from the CBS picker.
    • Short Description: Enter relevant information about the line item.
    • Amount: Displays the amount of the line item.
    • Not Costed Amount: Displays zero (0).
  7. Finalize the cost line items as needed. Perform any of the following actions:
    • To save the current line item, touch Save.
    • To continue adding line items, touch Save and Add New.
    • To add multiple line items, repeat the entire above sequence.
    • To delete a cost line item, swipe on a costed line and then touch Remove Cost.
    • To copy a cost line item, swipe on a costed line and then touch Copy.
  8. To complete the BP record, touch Send (for workflow BP records) or Submit (for non-workflow BP records).
    • To save the record to the server and retain the record in an editable state, touch Save.
    • To complete the submission of the record, touch Submit.
    • To modify the record, touch Edit.