Entering Line Items with Lump Sum 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 list of items and 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 Business Process Records.

Online Mode

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

  1. Tap the Standard tab.
  2. To add a new line item, tap the Plus (+) icon and select Lump Sum.
  3. In the Line Item tab, enter information of the purchased item.
  4. In the Amount field enter the amount billed for each line item. Any formulas, if applicable, are calculated by default.

    The Item Quantity and Item Unit Cost fields display relevant values.

  5. To provide a detailed cost breakdown for each line item entered in step 3, tap the Cost Breakdown tab.
    • To add multiple cost breakdown lines, tap the Plus (+) icon and proceed to the next step.
    • To add a single cost code, tap Remaining Amount and proceed to step 7.
  6. 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: To modify the cost code, double-tap and select another cost code from the CBS picker.
      • Short Description: Enter relevant information for the costed line item.
      • Amount: Enter the amount for each cost line item.

      Displays the following information:

      • Cost Name: The code name associated with the cost code.
      • Item Quantity: The quantity of the costed line item purchased.
      • Total Amount: The sum of the amount entered for each cost line item
      • Not Costed The difference between the Amount field of the line item (from step 4) and the Total Amount field of costed line items (step 6b).
  7. If you selected Remaining Amount in step 5, enter the following information:
    • Cost Code: To modify the cost code, double-tap and select another cost code from the CBS picker.
    • Short Description: Enter relevant information about the costed line item.
    • Amount:Displays the amount of the line item.
    • Not Costed Amount: Displays zero (0).
  8. Finalize the costed line items as needed. Perform any of the following actions:
    • To save the current line item, tap Save.
    • To continue adding line items, tap Save and Add New.
    • To add multiple line items, repeat the entire above sequence.
    • To delete a costed line, swipe on the costed line and then tap Remove Cost.
    • To copy a costed line, swipe on the costed line and then tap Copy.

    The Non-Costed Quantity and the Non-Costed Amount are recalculated.

  9. To complete the BP record, tap Send (for workflow BP records) or Submit (for non-workflow BP records).

    For workflow BPs, if you want to just retain the record in an editable state without sending, tap Save Draft to save the record to the server.

    For non-workflow BPs, you can also select any of the following alternatives to Submit:

    • To save the record to the server and retain the record in an editable state, tap Save.
    • To complete the submission of the record, tap Submit.
    • To modify the record, tap Edit.

    If the record contains validation errors, you cannot save the record.