Enter Line Items with 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 unit cost breakdown 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 unit cost breakdown of line items:

  1. Touch the Standard tab.
  2. To add a new line item, touch the Plus (+) icon and then select Unit Cost.
  3. In the Line Items tab, enter information about the purchased item:
    1. In the Item Quantity field, enter the quantity purchased.
    2. In the Item Unit Cost, enter the cost per unit of the purchased item. Any formulas, if applicable, are calculated by default.

      The Amount field displays the cost based on the Unit Price formula 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, enter the following information:
    1. From the CBS picker list, select a CBS code.
    2. Enter the following information:
      • Cost Code: To modify the cost code, double-touch and select another cost code from the CBS picker.
      • Short Description: Enter relevant information about the line item.
      • Quantity: Enter the quantity of each line item.
      • Unit Cost: The cost per unit of the purchased item.
      • Amount: The amount for each costed line item.
      • Total Amount: The sum of the amount entered for each costed line item by default.

      Displays the following information:

      • Code Name: The code name associated with the cost code by default.
      • Not Costed Amount: The difference between the Amount field of the line item (from step3) and the Total Amount field of costed line items (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.

      Displays the following information:

      • 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 costed line, swipe on a costed line and then touch Remove Cost.
    • To copy a costed line, 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.