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 Business Process Records.

Online Mode

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

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