Upper Form Options for Cost BP

The fields in the Options tab of a Cost BP upper form are distributed according to:

  • Upper Form for Cost BP (Creation)
  • Upper Form for Cost BP (Modify)
  • Upper Form for Cost BP (View Form)

Upper Form for Cost BP (Creation)

The Option tabs fields are distributed in blocks, as explained below:

Attachments block

  • Add Attachments to record
  • Remove Attachment from record

Source for Record and Line Item Attachments

  • Document Manager
  • My Computer
  • Republish if Publish Path is different from current Location

    This option is not available for the Text-type BPs (since these types of BPs do not support attachments), and RFB BPs bidder upper action form.

    • Move
    • Copy

Document Manager Attributes for Record and Line Item Attachments

  • Update attributes for already published documents

Line Items block

Left pane

Names of the line items.

Right pane:

  • Hide current tab
  • Allow Add/Remove/Copy line items
    • Allow attachments to line items
    • Allow adding of summary line items
  • Allow Cost Breakdown
  • Costed Amount must be equal to the line item Amount
  • Allow Modification of line item

Funding Options block

  • Allow viewing of Fund Information
    • Allow Funding

Additional block

  • Allow linking uMail

Upper Form for Cost BP (Modify)

Attachments

  • Add Attachments to record
  • Remove Attachment from record

Source for Record and Line Item Attachments

  • Document Manager
  • My Computer
  • Republish if Publish Path is different from current Location

    This option is not available for the Text-type BPs (since these types of BPs do not support attachments), and RFB BPs bidder upper action form.

    • Move
    • Copy

Document Manager Attributes for Record and Line Item Attachments

  • Update attributes for already published documents

Line Items block

Left pane

Names of the line items.

Right pane:

  • Hide current tab
  • Allow Add/Remove/Copy line items
    • Allow attachments to line items
    • Allow adding of summary line items
  • Allow Cost Breakdown
  • Costed Amount must be equal to the line item Amount
  • Allow Modification of line item

Funding Options block

  • Allow viewing of Fund Information
    • Allow Funding

Additional block

  • Allow linking uMail

Upper Form for Cost BP (Action Form)

Attachments block

  • Add Attachments to record
  • Remove Attachment from record

Source for Record and Line Item Attachments

  • Document Manager
  • My Computer

Publish to Document Manager

  • Republish if Publish Path is different from current Location

    This option is not available for the Text-type BPs (since these types of BPs do not support attachments), and RFB BPs bidder upper action form.

    • Move
    • Copy
    • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes for Record and Line Item Attachments

  • Update attributes for already Published Documents

Line Items block

Left pane

Names of the line items.

Right pane:

  • Hide current tab
  • Allow Add/Remove/Copy line items
    • Allow attachments to line items
    • Allow adding of summary line items
  • Display line item group total amount
  • Allow Modification of line item

Funding Options block

  • Allow viewing of Fund Information
    • Allow Funding

Additional block

  • Allow linking uMail

Upper Form for Cost BP (View Form)

Attachments block

No fields in this block.

Line Items block

Left pane

Names of the line items.

Right pane:

  • Hide current tab
  • Display line item group total amount

Funding Options block

  • Allow viewing of Fund Information
    • Allow Funding