Entering 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 Business Process Records.

Online Mode

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

1. Tap the Standard tab.
2. To add a new line item, tap 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, 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 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-tap 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, 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 a costed line and then tap Remove Cost.
   • To copy a costed line, swipe on a costed line and then tap Copy.

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

8. 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 switch to the Main Form, save, submit, or send the record.