Populating Detail Form with Line Items

To create BP records that support folders or line items, scroll to view additional tabs. If the business process supports attachments and comments, access these through secondary tabs (if enabled) under the Detail Form. These secondary tabs are collectively referred to as Quick Access tabs. Use the Quick Access tabs to quickly navigate through various blocks of the form. A Detail Form may also contain unnamed blocks. To access such unnamed blocks, touch ().

Prerequisite

• The Main Form of the BP record is populated as outlined in Creating Business Process Records.
• You have the required permissions to create line items, attachments, comments, and so on.

Online Mode

1. Add line items:
   1. Touch the Detail Form, scroll through the Detail Form tabs, and then touch the appropriate tab.
   2. To add a new line item, touch Add in List view or touch Add Line item in Grid view.
   3. For Contract BPs and Change Order BPs, enter line items with corresponding cost codes, quantities, and amounts.

      Select one of the following methods:

      • Lump Sum: If you select this option, enter line items with lump sum costs.
      • Unit Cost: If you select this option, enter line items with unit costs.
      • Variable Unit Cost: If you select this option, enter line items with variable unit costs.
      • Modify Committed Line Item: (Displays for Change Orders only) If you select this option, enter modified committed line items.
2. Populate additional tabs as needed. If enabled and applicable:
   • Enter information for various types of fields as outlined in Common Data Entry Tasks.
   • Attach supporting files to line items as outlined in Working with Attachments.
3. Perform any of the following actions:
   • To save the current line item, touch Save.
   • To continue adding line items, touch Save & Add New.
   • To delete a line item, touch Delete.
4. For workflow BPs, complete the workflow step assigned to you as outlined in Working with Workflow BPs.

If the record contains validation errors, you cannot switch to the Main Form, save, submit, or send the record.