For Payment Application Business Processes: Line Items with CBS Code

The following options could vary between the various forms that are used in the Workflow. At runtime, the respective form properties will be retained.

Note:

The form design must include DE Reference ID (refid) set to point to a Base Commit BP of SOV type Summary Payment Application.

The following options can vary between the various forms that are used in the Workflow. At runtime, the system displays the respective form properties

Attachments to overall record

• Add Attachments
• Remove Attachments

Line Items on Standard tab

• Hide current tab
• Allow Add/Remove line items
  • Allow attachments to line items
• Allow Modification of line items

  This option enables the user to edit the line items once they are created.

• Allow viewing of Costed line items

  By selecting, or deselecting this option the user can control the visibility of the costed line items. Also, the user will have the option to edit the costed line items. This option, when selected, enables viewing of costed line items.

  • Allow Modification of Costed line items

    By selecting, or deselecting this option the user can control the editability of the costed line items. This option is only available if the Allow viewing of Costed line option is selected.

• Total the Cost Breakdown values to the line item

  This option (in conjunction with the Summary Total property defined for a field in the detail form) will roll up the costed lines total to the corresponding line item field. See Defining Totals (Payment Application Grid and Summary Payment Application Grid).

• Costed line item total must be equal to the line item total

  When selected, this option enables the user to perform validations for totals. The existing selected option, for the Costed line item total, must be equal to the line item total.

Runtime Record Behavior

The runtime record behavior for Payment Application business processes of Summary Payment Application of SOV type are as follows:

uDesigner Option	Runtime Record Behavior
Allow Add / Remove / Copy Line items - Checked Allow Modification of Line items - Checked Allow viewing of Costed line items - Unchecked Allow Modification of Costed line items - Unchecked	Users will be able to: Add new line items Modify the existing line items Users will not be able to: View the Costed line items Modify the Costed line items
Allow Add / Remove / Copy Line items - Unchecked Allow Modification of Line items - Checked Allow viewing of Costed line items - Unchecked Allow Modification of Costed line items - Unchecked	Users will be able to: Modify the existing line items Users will not be able to: Add new line items View the Costed line items Modify the Costed line items
Allow Add / Remove / Copy Line items - Checked Allow Modification of Line items - Checked Allow viewing of Costed line items - Checked Allow Modification of Costed line items - Unchecked	Users will be able to: Add new line items Modify the existing line items View the Costed line items Users will not be able to: Modify the Costed line items
Allow Add / Remove / Copy Line items - Checked Allow Modification of Line items - Checked Allow viewing of Costed line items - Checked Allow Modification of Costed line items - Checked	Users will be able to: Add new line items Modify the existing line items View the Costed line items Modify the Costed line items
Allow Add / Remove / Copy Line items - Unchecked Allow Modification of Line items - Unchecked Allow viewing of Costed line items - Checked Allow Modification of Costed line items - Checked	Users will be able to: View the Costed line items Modify the Costed line items Users will not be able to: Add new line items Modify the existing line items
Allow Add / Remove / Copy Line items - Unchecked Allow Modification of Line items - Unchecked Allow viewing of Costed line items - Checked Allow Modification of Costed line items - Unchecked	Users will be able to: View the Costed line items Users will not be able to: Add new line items Modify the existing line items Modify the Costed line items